Norway to Raise Carbon Tax to $220 by 2030
"A key plank of Norway’s Climate Action Plan 2021-2030 is the gradual raising of its carbon tax to USD 220 per tonne of CO2 by 2030." Norway has had a carbon tax since the 1990s. That seems to escape the separatists' comparisons.
SB 621 Pushes Efficient Use of Existing Grid
🧵 Why Virginia’s SB 621 matters: getting more out of the grid we have already pay for 1/ SB 621, led by Senator Srinivasan, is a bill focused on one simple idea: we most certainly have to build more grid, but...
EV Batteries Gain Up to 20-Year Lifespan Through Grid Reuse
EV batteries are getting a second life as grid-scale energy storage that can create upwards additional 8 years of useful life. EV batteries are also being used to pair with previously solar-only projects. This second life is in addition to findings...
Affordability Drives Surge in Used Electric Car Sales
Appetite for new electric cars may be waning in the US. But demand for used ones is rising. “The buzz word for the year is ‘affordability’ for a really good reason,” said one analyst. https://www.bloomberg.com/news/articles/2026-02-14/booming-used-ev-sales-reveal-what-car-buyers-want
Trump's Presidency Keeps Oil Prices Higher, OPEC+ Cuts Production
The best—only?—argument that Trump is bearish for oil prices is that OPEC+ wouldn't have hiked crude production as aggressively last year in a world in which Harris was sitting in the White House.
Global Heating Uses More Energy, yet Cooling Hurts the Poor
Heating is a larger global energy use than cooling. But the cooling burden falls disproportionately on the world's poor.
Canada's Energy Crisis: Geothermal, Crypto, and Climate Lag
Last Week, This Morning with MC Breadner and Markham Hislop 1 Crypto-currency Meltdown 2 Geothermal is the Future of Electricity 3 Electrification Necessary for CDN Mining to Compete Against China 4 Canada Reaches Only 50% of Climate Target by 2030 https://youtu.be/WIdAWM6plT0
Test Your Myths: Wind Power Misconceptions Quiz
Can you spot these misconceptions around wind power? Take our quiz @washingtonpost https://www.washingtonpost.com/opinions/interactive/2026/wind-power-renewables-us-energy-mix-quiz/ by Keith Moore
EU Mandates 25% Low‑carbon Steel in Public Contracts
EU's climate policymaking continues. "Governments will be required to ensure that 25% of steel used under public procurement and subsidy programs is low-carbon. The bloc will apply similar rules for aluminum and cement." https://www.bloomberg.com/news/articles/2026-02-16/eu-will-pitch-green-steel-as-key-pillar-of-industrial-revival
Offset‑Dependent Clean‑Cooking Firm Fails, Warns Developing Nations
Clean cooking is a key climate solution. A company that raised $300 million and was reliant on carbon offset sales for its business model to work has gone bust. Lots of lessons for developing countries and offset sellers. https://www.bloomberg.com/news/articles/2026-02-16/clean-cooking-company-s-collapse-touches-world-bank-and-beyond
AOC Accuses Shell of Decades of Climate Deception
AOC to Shell: “I’m willing to hold you accountable for lying about climate change for 30 years when you secretly knew the entire time that fossil fuels emissions would destroy our planet.” Is this the destruction she is talking about? https://t.co/ep3Xep3YHE
IEA and OPEC Clash on Oil Outlook, Shaping 2024 Strategy
Why @IEA and @OPECSecretariat are split on what comes next for oil - and what it means for strategy this year https://t.co/FUAD5TlcG4 @TheNationalNews
Investors Bet on Oil Amid Growing Supply Threats
Oil investors bullish on proliferating supply threats Investors are increasingly bullish about the outlook for oil prices as potential risks to production and tanker traffic multiply - including threats of U.S. military action against Iran and stricter sanctions enforcement. Hedge funds and...
AI Transforming Energy Utilities Through Optimized Operations
AI applications have the capacity to revolutionise the way we produce & consume energy Today AI is helping power utilities optimise operations like equipment maintenance & replacements, as well improving fault prevention & detection More 👉 https://t.co/j1qWzqgCEL @IEA #AI #IoT #5G #MWC26
Zambia Launches Africa’s First Distributed Renewable Energy Initiative
In #Zambia, @SEforALLorg in partnership with @RockefellerFdn, @EnergyAlliance and🇿🇲 are implementing a first-of-its-kind initiative in #Africa to boost productive energy access, driving electrification through distributed #renewableenergy investments. 🔗https://t.co/J4ZNT0mD8X https://t.co/jlCFsPaQAp
AI Data Centers Demand Solar‑Wind Power, Not Coal
Morgan Stanley predicts a 100GW power surge in Asia from AI & data centers, by 2030 - with electricity use from data centers expected to quadruple between now and 2030, a 23% annual growth rate If governments try to feed this...
Oil Markets Now Price in Constant Tail‑risk
“Brent drops to $60 if Iran tension fades,” says SEB’s Bjarne Schieldrop. Sure — until the next mini-shock. That’s the point: this isn’t anomaly anymore It’s the baseline. Oil trades on recurring tail risk at the margin. https://t.co/qqfYS0QUG9 #oil #Brent #OPEC #Iran #geopolitics...
U.S. Gas Futures Hit Four‑month Low at $3/MMBtu
U.S. GAS futures prices have retreated to the lowest for almost four months after spiking during Winter Storm Fern. Front-month futures have fallen back to just $3 per million British thermal units (the lowest since mid-October). The front month has...
Mega Grid Batteries Cut Costs 40% and Grow 12×
We tend to think of batteries as the ones in our phones. But the real shift is happening at grid scale. Utility-scale “mega batteries” now have hundreds of millions of times the capacity of smartphone battery. Costs down ~40% since 2024 Capacity in...
Bears Dominate Oil Market Narrative After Energy Week
COLUMN: In the oil market, the bears control the narrative — at least for now. (My summary after last week's International Energy Week, the oil trading industry's annual jamboree in London) @Opinion https://t.co/Y3OHEhD4k5
Henry Hub Drops Below $3 on Warm Weather, Shale Supply
GAS MARKET: After a cold blast triggered sild price moves, US gas benchmark Henry Hub has fallen back below $3 per mBtu. Warmer temperatures and the irresistible supply force of the US shale revolution behind the pullback.
US Army Flew Active Nuclear Reactors in 1950s
The @USArmy started a nuclear aviation program in 1946 and in the 1950s test flights were conducted with active nuclear reactors on board. https://t.co/Sxm4F60zEL
AI‑gas Hype Overlooks Real Grid Deliverability Constraints
The “AI drives a gas buildout” narrative skips the only thing that matters: DELIVERABILITY @marthamuir25 Turbine lead times are years & interconnection queues are jammed, The grid can’t supply firm power on schedule. Megawatts in press releases aren’t megawatts to the...
Floating LNG Cuts Risk, Revives Gas Exports
Onshore LNG is becoming a security and politics nightmare. That’s why floating LNG is back: faster build, smaller upfront risk And you can park it offshore instead of betting $20B on land stability Lease-and-move models make gas exportable again. https://t.co/wMnwOPoyxv #LNG #FLNG #energy #naturalgas...
Norway’s Model: State‑Owned Resources, Low Taxes, EV Leadership
It's going to be hilarious when he learns anything about Norway. Taxes? National ownership of resource companies? EV policies? Saving rather than spending resource revenues? Which Norwegian counties are resource producing, and how much control do they have over...
Sheinbaum Halts Cuba Oil to Evade Trump Tariffs
Mexico's Sheinbaum is stopping oil flow to Cuba to dodge Trump’s tariff threat It risks backlash inside Morena’s pro-Cuba wing--her own party. https://t.co/A4rwOfLqHy #Mexico #Sheinbaum #Cuba #Morena #geopolitics #oil #sanctions #trade #tariffs #latam
California's Gasoline Costs Rise From Bahamas Imports
California has to import US gasoline via Bahamas Refinery closures + no Gulf-to-CA pipelines + the Jones Act = a logistics tax https://t.co/3dGBI24oXI #gasoline #California #energy #refining #JonesAct #shipping #supplychain #oil #inflation #markets
World Climate Progress Accelerates: Emissions Down, Renewables Surge
Good climate news this week 1 China: Emissions have been flat or falling for nearly 2 years 2 China: Emissions fell in 2025 3 Global: IEA says world already passed peak coal in electricity sector 4 China: In January, EVs passed 50% of China’s...
Micro Reactors on C‑17 Promise Off‑grid Power
This Is A Nuclear Reactor Packed Into A C-17 Globemaster III Micro nuclear reactors are being seen as a way to get critical bases off the grid, but they could also have a major impact on civilian energy production. Story: https://t.co/KrommLR43d
Cuba's Power Generation Falls Below Half Demand.
ENERGY CRISIS IN CUBA: Granma, the mouthpiece of the Cuban regime, says that electricity generation in the island is covering less than half the expected demand. The island is suffering the largest energy shortages since the collapse of the Soviet...
EV Demand Collapses After Congress Slashes IRA Subsidies
We constantly hear that EVs are the future of transportation. And yet, when Congress cut the IRA subsidies for EVs mid- last year, the demand for them fell dramatically. 🤔 https://t.co/Tji0vbvpat
Understanding EPA's Endangerment Finding Rule and Its Future
Making Sense of the EPA Endangerment Finding Rule, by @RogerPielkeJr An excellent description of the rule, the basis for the rule, and the probable future. I appreciate Pielke's work. https://t.co/i2hp5Gjtel
U.S. NatGas Spread Widens as Prompt Prices Drop
U.S. natural gas 12-month spread widened $0.10 (10%) on lower prompt price April contract fell $0.13 (4%) from $3.23 to $3.10 week ending February 13 Front-month price decreased $0.18 (5%) from $3.42 to $3.24 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG
Electrification Boosts EU Energy Security with Local Power
This is why electrification means more energy security: In 2024, ~81% of EU electricity came from locally sourced fuels (57% excluding nuclear). Just 19% relied on imported fossil fuels. Fossil fuels are mostly imported. Source @ember_energy https://t.co/vHX1LedgmM
Electricity Scarcity in Africa Dwarfs Climate Panic
In some African countries, less than a quarter of the population has access to basic electricity for even four hours a day. Meanwhile in the West, our designated experts tell us that "climate change" is a global emergency. If they bothered to...
Egypt's Summer Power Surge Drives Record LNG Demand
Egypt expects electricity demand to increase by 7% this summer. That means strong demand for LNG imports. Egypt's LNG demand reached record high last year. 👇👇
70 Studies Confirm Hydrogen Boilers Are Economically Unviable
I stopped counting but there are now close to 70 independent studies all coming to similar conclusion: “Hydrogen boilers […] remain economically unviable.” This is what this paper which I had not yet read found comparing a range of heating...
Natural Gas Prices Dip, No Rally Expected
The natural gas party is over U.S. natural gas futures price fell $0.18 (5%) from $3.42 to $3.24 week ending February 6 My outlook suggests a modest floor Increase (~$0.25), not a rally forming #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas...
Europe Doubts US LNG Reliability Despite Past Optimism
A decade ago, I wrote an essay @ForeignAffairs about rise of US LNG w subhead "The benign energy superpower." https://t.co/P9r14hfb11 This week @MunSecConf, the Q I got most was whether Europe can trust US LNG to be reliable. And privately, senior...
China’s Renewable Surge Fueled by Coal, Not Climate
Your green cheerleading misses the power politics @dominictsz China’s solar and wind boom is built on COAL, backed by COAL, and financed by COAL. It’s the world’s LARGEST CARBON EMITTER — and it’s not chasing climate virtue, it’s chasing energy...
Speculators Turn to Oil for Stability Amid Market Turmoil
Speculative money is leaning back into oil as traders look for stability in a volatile world writes @Ole_S_Hansen Oil is becoming the preferred risk exposure in an otherwise uncertain macro landscape. Relative calm in crude contrasts with violent reversals in precious...
Energy Powers AI Leadership and Secure Future
Energy is key to success in AI leadership. Thanks to @MunSecConf for partnering w @ColumbiaUEnergy to host such a diverse set of energy, political, nat’l security & tech leaders to discuss how to meet rising power needs, secure supply chains,...
EU's Fossil Imports Hit 58% of Energy Demand.
EU fossil imports met 58% of energy demand in 2023 - near pre-crisis levels - leaving consumers exposed to price shocks. Far above China (24%) & India (37%); only Japan (84%) & S. Korea (80%) rely more on imports. Graph: @ember_energy...
AI‑Driven Reskilling Needed to Meet Energy Workforce Gap
The global energy transition won’t scale without people. Newly qualified energy workers aren’t keeping pace with demand, and without a ~40% increase in trained entrants by 2030, the skills gap will widen fast. This is where #AI, digital skills, and reskilling become...
U.S. Gas Exports Set to Hit 20 Bcf/D by 2027
Drain America First U.S. natural gas exports rise toward 20 Bcf/d in 2027 #NaturalGas #EnergySecurity #ShaleGas #Permian #EnergyInfrastructure #SupplyConstraints #USGas https://t.co/rmLKJzpmpS
Permian Drives US Gas Growth as Others Stall
U.S. natural gas supply growth Is peaking @yagelski @websterdrake Permian is the only play that's growing Other shale gas plays are flat or declining & conventional gas is in terminal decline #NaturalGas #EnergySecurity #ShaleGas #Permian #EnergyInfrastructure #SupplyConstraints #USGas
US Gas Demand Outpaces Infrastructure, Not Supply
Read your chart @yagelski It shows that the US is awash in natural gas DEMAND not supply Pipelines, storage & power-plant hookups lag demand, as they always do. This is an infrastructure problem, not a resource problem. #NaturalGas #EnergyInfrastructure #LNG #PowerMarkets #GridConstraints...
Oil Glut Exists Only in Models, Not Markets
The oil “glut” exists in models, not in physical barrels, writes @MeesEnergy Backwardation holds, volatility stays calm, and the barrels everyone talks about don’t show up in stocks. Models say surplus. The market says otherwise. #OilMarkets #OPECplus #Backwardation #EnergySecurity #SupplyRisk #ChinaOil...
Energy Now Core to Geopolitical Competition
Wrapping up a packed day @MunSecConf discussing how central energy now is to geopolitical competition—from AI & critical minerals to supply chain & infrastructure security, gas geopolitics, European competitiveness, and climate risk. Energy wasn’t peripheral this year—it was core https://t.co/IccslVsucN
Wind Beats Solar for Reliable 24/7 Power
Solar sucks as a real power source even compared to wind. Wind is intermittent but at least blows some almost 24/7 so if you overbuild enough and add a lot of storage you get something resembling capacity. Solar disappears 1/2 the time...