Armenia Faces Nuclear Dilemma, U.S. Aid Could Break Deadlock
Armenia's power is supplied by what is widely considered the least safe nuclear reactor on the planet, and it has no money to replace it. With Russia occupied in Ukraine, the country is desperately searching for a solution. On one end, energy-rich Azerbaijan could potentially offer a gas pipeline, but that comes with permanent dependency on a country they view as their single largest enemy. On the other end, the U.S. funds a new nuclear plant and pulls Armenia into its orbit for a not insignificant amount of cash. For that to become a plausible reality in this landlocked country, the U.S. would need to pull numerous levers, including nuclear technology investment, security planning, and bilateral negotiations with Turkey for access.
Winter Storms Expose Solar and Wind’s Reliability Limits
When winter storms arrive, solar and wind frequently generate less than 10% of their supposed "capacity." If we tried to truly rely on solar and wind to the point of shutting down more fossil fuel plants, Americans would have routine blackouts. Do...
Ethiopia’s 2024 Petrol Ban Saves $5B, Fuels
Ethiopia didn’t ban petrol cars in 2024 to hug trees: Importing oil was bleeding them dry - costing over $5b/ year in precious foreign exchange From close to zero before the 2024 ban, EV sales now make up over 60% of...
AEMC May Be Right on Fixed Network Costs
Could the AEMC be “kinda right” about fixed network costs? Late submission lobs curveball into debate #energysky -- via Renew Economy: https://t.co/M5UcGqLiiu https://t.co/EAQf6ckk0b
AI Data Centers Drain Power of 100k Homes
According to a report from the International Energy Agency, an average AI datacenter consumes as much electricity as 100,000 households. AI = HIGHER ELECTRICITY PRICES = AN AFFORDABILITY PROBLEM. https://t.co/65QNfr2y4U
Europe's Energy Storage GWh Investments Surge This Week
Gigawatt-hours of investments, tolls, optimisation and platform financing across Europe this week #energysky -- via Energy Storage News: https://t.co/ypYzZ8xa8y
A Decade of Solar Growth Celebrated by SEIA President
Solar Energy Industries Association president reflects on decade of progress #energysky -- via pv magazine usa: https://t.co/tbHnPi0r3A https://t.co/0nNhikDzH0
SALD Unveils Large‑Area Sheet‑to‑Sheet Perovskite Tool
SALD launches large area sheet-to-sheet tool for perovskite solar pilot lines #energysky -- via pv magazine global: https://t.co/1T4zFQX3n4 https://t.co/XXG8fpaR0N
US Strike Risk Adds Premium to Oil Market
Expectations of a possible US strike on Iran—currently oscillating between wait-and-see and watchful anticipation—have introduced a risk premium into an otherwise well-supplied oil market. My talk w/ @KellyCNBC @CNBCTheExchange https://t.co/XwyD5XmiRg
CAISO Hits >100% Renewable, Gas Share Drops Sharply
27th of 49 days in 2026 with >100% WindWaterSolar on the @CaliforniaISO grid. Gas own 54% in vs 2024 and 56% vs 2023 Batteries up 54% vs 2024 and 301% vs 2023 PV up 38% vs 2024 and 56% vs 2023 PV+Batteries displacing gas Imports...
Solar Plus Storage: A Viable Global Power Solution
"Solar and batteries can power the world" Tom Brown is mostly on BlueSky these days but this is a great blogpost so I'm sharing it here too. https://t.co/KU6aqsHfEZ https://t.co/1pVWCGUOKs
Solar and Wind Aren't Cost‑competitive; They Add to Power Costs
We often hear the claim that intermittent solar and wind are cost-competitive with reliable sources of electricity. This is an accounting fraud. The cost of solar and wind is paid on top of the cost of an on-demand power source, not instead...
Building Resilient Electricity Systems for Future Threats
Impactful discussion with 🇳🇱 @MinisterKGG, 🇬🇧 @Ed_Miliband, 🇦🇺 Stephen Jones, 🇪🇸 Sara Aagesen Muñoz & other leading figures on what is needed to ensure electricity systems can cope with the growing range of threats they are facing, both old and...
Silicon Valley's Private Shadow Grid Faces Skepticism
Silicon Valley’s energy appetite is so insatiable that it is now trying to build a colossal shadow power grid for itself nationwide. But will it work? Said @JigarShahDC : “This whole thing feels like a fairy tale concocted on...
Leaders Chart Immediate and Future Solutions for Ukraine's Energy Security
Important discussions with 🇳🇱 @MinisterKGG, 🇺🇦 @Denys_Shmyhal, 🇱🇹 Žygimantas Vaičiūnas, 🇵🇱 @motykamilosz & others on Ukraine’s energy security Ukraine’s energy system is facing major challenges, but steps can be taken now to meet urgent power needs while preparing for the future...
Iran Strike Could Spike Oil Above $90, Duration Key
Iran risk is unpriceable, writes Rabobank's Joe DeLaura. No strike and oil fades to the low $60s. A strike and $90+ is immediate. What matters isn’t the spike, it’s how long the disruption lasts. #OilMarkets #Iran #Hormuz #Geopolitics #EnergySecurity https://t.co/L6wTlG3QZf
Iran's Infrastructure Attacks Raise Oil Risk Beyond Market Assumptions
Truth from @ClydeCommods 👇 The Iran risk premium assumes a deal or a contained strike that leaves flows intact What if Iran stops playing by the “keep oil flowing” rule & targets infrastructure to force political outcomes? That tail risk is higher than...
Solar Power Unreliable Even in Sun‑Rich Regions
No matter how sunny a region it is deployed in, solar is not a reliable source of power. Even in sun-drenched Arizona, a series of three low-pressure systems wiped out most of the state's solar energy for 6 days in January...
Venezuela's Oil Revival Is Overhyped, Still Decayed
Venezuela’s oil “revival” is being wildly oversold. It’s a salvage operation. Rusted pipes, polluted lakes, broken upgraders, and legal risk everywhere. You can’t fix 20 years of decay with a few rigs & a pep talk. https://t.co/tmf2KANGJr #OilMarkets #Venezuela #EnergyReality #Sanctions #crudeoil
Future Power Electronics Will Eliminate Legacy Equipment
Listen up! Incredibly fun conversation with my friend @baglino of @heronpower on power electronics, from a history lesson to a tour of all the things we'll soon be able to delete in solar, BESS and data center power equipment https://t.co/Zm2MVanCS0
IEA and Thailand Launch Joint Energy Cooperation Programme
A great pleasure to meet with Thai Permanent Secretary Prasert Sinsukpraset at the #IEAMinisterial We signed a new joint work programme to further strengthen IEA-🇹🇭 cooperation across key areas, including power systems, energy technologies, energy efficiency & more. https://t.co/g4zRIVstEo
PWR Posts EPS Beat, Backlog Hits All‑Time High
$PWR: more evidence of the DC+Grid+Power theme - EPS beat/raise with Year-End Remaining Performance Obligations of $23.76B and Total Backlog of $43.98B. Year-End Electric Infrastructure Solutions Segment RPO and Total Backlog Reach All-Time Highs.
Weaponizing Tariffs Invites Expectations to Weaponize Energy
This is what happens when you weaponize tariffs and international alliances: people will assume you would also weaponize energy exports.
IEA Chief Stalls Net‑zero Commitment for Next Outlook
👀IEA head Fatih Birol, in press conference after ministerial meeting, does not commit to keeping the "net zero" scenario in the next flagship World Energy Outlook. Notes the last WEO just came out a few months ago, haven't considered the...
U.S. Ethanol Efficiency Metric Surges Unexpectedly in 2025
1. Something unusual happened to a key indicator of operational efficiency in the U.S. ethanol industry in 2025. See my latest FDD for all the details: https://t.co/ehKyQvEQGp
Korea’s Vice‑Minister Outlines AI‑driven Energy Priorities
Excellent exchange with Korea's Vice-Minister of Climate, Energy & Environment Hohyeon Lee at the #IEAMinisterial We had a wide-ranging discussion on 🇰🇷's energy priorities, including energy & AI, energy security, technology supply chains, upgrading the power grid & nuclear https://t.co/1GKQdBGKMH
Mission300 Connects West Africa with New 225 kV Grid
#Mission300 is strengthening grids across #Africa. For example, a 225 kV transmission ring now links Guinea to Senegal, The Gambia and Guinea-Bissau. This transmission ring is a vital component of the West African Power Pool, which spans 14 countries. https://t.co/kWAgiIv7Oa https://t.co/T8tpU9C76L
EU Gas Storage at 32%—Second Lowest Since 2011
EU GAS STORAGE facilities are now less than one-third full, with more than a month of the winter heating season probably still ahead. Storage facilities were on average 32.5% full on February 17, the second lowest seasonal fill in records...
Propane Industry Deep Dive Reveals Hidden Value
One of the best deep dives I’ve seen recently is on the “boring” propane industry, by Emeth Value Capital. Covers regulation, supply & demand, and detailed public company breakdowns. Also part of the $SPB.TO pitch. If you like learning new industries, this...
Solar Farms Double as Thriving Biodiversity Sanctuaries
Who says clean energy and nature can’t thrive together? New @NatLabRockies research confirms what global studies are increasingly showing: utility-scale solar farms actively foster biodiversity By planting native prairie under panels, 3 sites in Minnesota have transformed into thriving sanctuaries for...
Confusion Over “Double Tail” Amid Oil Price Concerns
I doubt many people have any idea what you mean by “the built in double tail” or how that relates to my post on oil prices and geological fear about the Iran situation @B2Balzer
US Iran Strike Would Spark Prolonged, Global Fallout
If the US strikes Iran, it won’t be a weekend event, writes @TheMichaelEvery Retaliation risks include terror cells in Europe The broader Middle East is flammable Energy markets are rightly pricing tail risk—but the real question is duration, not ignition #OilMarkets #Iran #Geopolitics...
Jupiter International Doubles Indian Solar Capacity to 2 GW
Jupiter International doubles solar cell manufacturing capacity to 2 GW in India #energysky -- via pv magazine global: https://t.co/N7yACehDbe
LNG Exports Surpass US Domestic Gas Use, Taxpayers Fund Profits
LNG exports volumes are now higher than gas for US homes or businesses The public is subsidizing corporate oil & gas company profits. Long live Make America Great Again https://t.co/cKeIFab7A4 #NaturalGas #LNG #EnergyMarkets #ElectricityPrices #USPolitics #EnergySecurity
Interstate Objectors Push Independent Review of NSW Battery
Another NSW battery sent for independent review by interstate and long-distance objectors #energysky -- via Renew Economy: https://t.co/4Yc1aJjiuA https://t.co/QBPyuoR6kC
China Buys US LNG, Redirects It to Europe
China hasn’t stopped buying U.S. LNG It’s just not burning it at home. Long-term contracts still bind the two systems Flexible LNG markets let China arbitrage politics by diverting cargoes to Europe. Does anyone on Team Trump know this? https://t.co/CacMbcaSMk #LNG #China #EnergyMarkets #Geopolitics #TradeWar #NaturalGas
Power Costs, Not Tariffs, Decide Aluminum Smelter Survival
Trump tariffs couldn’t save a major U.S. aluminum smelter Smelting lives or dies on cheap, reliable power AI and data centers now outcompete metalmaking for electricity. Tariffs are the minor leagues. Energy is the big show. https://t.co/z7ZanDwxd5 #Aluminum #EnergyPolicy #Manufacturing #AI #Trade #PowerMarkets
Geopolitical Fears Add Incremental Risk Premium to Oil
Oil rallied on fear Iran headlines + Israel alerts = instant risk premium in a tight market But geopolitics don't matter. Except they do in small continuous increments that convert to a steady aggregate premium. https://t.co/6vQGj7YEmu #OilMarkets #Geopolitics #Iran #EnergySecurity #crudeoil
UL Solutions Sets New Solar Inverter Cybersecurity Standard
UL Solutions develops new standard for solar inverter cybersecurity #energysky -- via Solar Power World: https://t.co/TvHlobdGEg
On‑site Fossil Power Becomes Liability; Choose Clean Grid Solutions
On-site fossil generation is quickly becoming a big liability for data center developers. At Firma Power, we're supplying clean power solutions for grid connected data centers and a real alternative to this polluting path to power.
Octopus Expands US Portfolio with California Solar-Storage Acquisition
Octopus acquires California solar-plus-storage project as part of US$1 billion investment #energysky -- via pv-tech: https://t.co/Cv3DZMxKvt
Battery Storage Ushers in European Energy Resilience
Battery storage can help establish a new era of European energy resilience #energysky -- via Energy Storage News: https://t.co/H4SPIjSkjN
Libya Redirects Oil Payments From Russia to Western Traders
Libya is cutting Russia out of its oil trade Fuel imports are shifting away from Russia toward large Western traders Sanctions didn’t “punish” Libya into changing behavior. They reshaped who gets paid. https://t.co/pmKRlqgEK1 #OilMarkets #Libya #EnergyGeopolitics #Sanctions #OPEC #crudeoil
NREL Measures UV Degradation in TOPCon Solar Cells
NREL researchers quantify UV-induced degradation levels in TOPCon solar cells #energysky -- via pv magazine usa: https://t.co/xLGnfYrybS
States Sue Trump Over Blocked Renewable Funding
States sue Trump administration for blocking funded renewable projects Congress approved the money. The White House froze it. Now states are daring the courts to decide if the Constitution still stands. https://t.co/rYIh7fS9kw #ClimatePolicy #Federalism #EnergyPolitics #IRA #USPolitics
Anti‑fossil Policies Raise Electricity Costs Despite Cheap Gas
The number one source of electricity on the grid is natural gas. Its price has fallen since 2010. Meanwhile, electricity prices have gone up significantly. This shouldn't happen. This is the direct result of anti-fossil-fuel policies based on the dangerous and false belief that...
U.S. Refiners Accuse Trump‑linked Scheme in Venezuelan Oil
U.S. refiners want to cut out traders & Chevron from Venezuelan crude purchases. They see the Trump setup as a RIP OFF Barrels now must move thru an elite club of approved middle men. Want to bet there's a grift component flowing to...
Australia Adds 4.9 GWh Batteries in 2025, Equalling 2017
Australia commissions 4.9GWh of grid-scale batteries in 2025, matching entire 2017-2024 output #energysky -- via Energy Storage News: https://t.co/xEhWE79UGs
High‑Voltage DC Cuts AI Data Center Costs
High-voltage DC design targets AI data center costs #energysky -- via pv magazine global: https://t.co/xe594PCmhP
Winter Storm Leaves Solar Power Completely Ineffective
As badly as wind performed during recent winter weather, solar performed far, far worse. As often happens during winter storms, solar was mostly or totally useless during the times of highest demand (evening and early morning). In Florida, which was hit later...