EPA Abandons Endangerment Finding, Cites No DOE Report
🚨EPA dropped the actual #EndangermentFinding and vehicle regs pullback docs late last night. One notable tidbit: it claims the final rule doesn't rely at all on DOE's contrarian "Climate Working Group" report, which ran into legal trouble. #energy #climate #EPA #OOTT
Oil Returns Green, Signaling Bullish Energy Buying Opportunity
OIL: ticks back into the green and remains Bullish TREND @Hedgeye Yesterday was the 1st day where we could start buying some Energy Exposure on red https://t.co/eURgEMfFpO
Singapore's Car Taxes Outpace Fiji's Entire GDP
Singapore is one of the world's biggest oil-trading hubs. It also LOVES to tax cars. https://www.bloomberg.com/news/articles/2026-02-13/singapore-s-car-tax-revenue-now-so-high-it-exceeds-fiji-s-gdp
France Scales Back Renewables, Keeps Nuclear Amid AI Power Surge
Link: https://t.co/VlV8K8X7eR 🇫🇷France set out a new energy law after years of wrangling on Thursday which slashes its wind and solar power targets and drops a mandate for state-run firm EDF to shutter nuclear plants. Summary France has cut its 2035 wind and...
US NatGas Deficit Hits 2025 High, Prices Plunge
U.S natural gas comparative fell 7 bcf for the week ending February 6 It moved to the greatest deficit since March 2025 Henry Hub spot price decreased $8.78 from $13.79 to $5.01 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/tLe3q7z4xZ
US Must Secure Mineral Sources, Not Just Funding
You can’t stockpile what you don’t control. The easy part is $12 billion from the Trump Adminstration. The hard part is finding the mines, processing & pricing. Washington needs to build alliances instead of burning them. https://t.co/JfhrJs5VnH #CriticalMinerals #Geopolitics #China #SupplyChains #EnergyTransition #Mining #USPolicy
EIB's Grid Debt Shift Sparks Skepticism in Europe
The European Investment Bank plans to advance electricity capacity by moving grid debt off bank books & monetizing future revenues I'm not holding my breath. This is Europe, after all. https://t.co/UHQ7GprVvL #PowerGrids #EnergyInfrastructure #Europe #EIB #Electricity #EnergyTransition
Shipping Decarbonizes Regardless of U.S. Policy Shifts
Shipping is decarbonizing with or without Washington. Capital has already committed: dual-fuel vessels dominate orderbooks, and investment decisions are being driven by EU rules, port levies, and future-proofing U.S. politics comes & goes https://t.co/LBSLcVd8Xn #Shipping #IMO #Decarbonization #EnergyTransition #ESG #Maritime #ClimatePolicy
LPO Drives U.S. Nuclear Revival at Vogtle, Palisades
🧵 THREAD: LPO & U.S. Nuclear — Vogtle, Palisades, Liftoff Reports, and Reality-Based Finance LPO was designed in 2005 to help commercialize nuclear power. It was at the center of Vogtle, Palisades restart, and the writing of the Nuclear Liftoff Reports
Venezuela Must Pay Debts Before Oil Returns
"Active discussions" between @SecretaryWright & Venezuela's leader are meaningless Until Venezuela pays what it owes and restores contract trust, Big Oil won’t come back. Pay up or shut up. They won't pay so what's the point? #Venezuela #Oil #EnergyPolicy #Sanctions #RuleOfLaw #Geopolitics #RealityCheck https://t.co/7FKWgPpOIo
Trump’s Iran Remarks, Not IEA, Drive Oil Slump
A bit of a stretch, attributing crude’s slump on Thursday to the #IEA report. If the market thought a 4 million b/d glut would cushion any supply disruption/shock, including the one posed by current US-Iran tensions, Brent would not have been...
Photo Op Won’t Revive Venezuela’s Oil Without Real Investment Conditions
You don’t revive Venezuela’s oil sector by touring dilapidated fields @SecretaryWright This is a pointless photo op Tell us about restoring conditions in which companies would risk capital to revive oil production. Otherwise, keep the photos on your phone #EnergyPolicy #Venezuela #OilMarkets #Geopolitics...
Next‑gen Batteries Double Energy, Cement EV Dominance
Anyone betting against EVs is betting on a loser... Lithium Manganese semi solid state battery with 2x the energy density of current Li-ion cells. https://t.co/6nLPvZFsgm Battery tech and electric motors are the new prime mover of the 21st century. And they're...
Oil Inventories Rise, Distillate Falls Amid Mixed Market
A mixed week for the oil glut story CI rose but has fallen from its mid-January maximum U.S. comparative inventory rose 1.7 mmb for the week ending February 6 Crude C.I. rose 7.1 mmb, gasoline rose 1.0 mmb but distillate fell 2.4...
WTI Inventories Plunge 54%, Prices Push Toward Yellow Curve
WTI comparative inventory has decreased 14 mmb (54%) from its mid-January maximum $63.09 WTI was $6.50 > marginal price on the red yield curve the week ending February 6 Markets may be adjusting price upward toward the yellow yield curve #energy #OOTT #oilandgas...
Venezuelan Production Growth Inflated by Low Baseline
30-40% growth *from what baseline*?! Venezuelan production has been all over the map over the past few months—some very flattering base effects from which to cherry pick.
Physical Possibility ≠ Economic Viability in Oil Markets
Again I’ll say: Virtually anything is physically *possible* in the oil market. Far fewer things are economically viable, let alone profitable. This is a nonsense take.
Tie US Aid to Venezuela Publishing Detailed
Secretary Wright, the only way to save Venezuela's oil industry—and I say this as an entirely disinterested party—is to tie any US support to reqs that the VZ oil ministry publicly publish regular, detailed oil industry statistics Simple bulk CSV file...
Ford Repurposes Idle Plant for Batteries Amid Market Growth
Ford is going to try to make a go at batteries in its idled plant. I find it hard to be optimistic about that, but it's at least a growing market https://t.co/37Ns45bbLE
Science Now Overwhelmingly Refutes Trump’s Climate Repeal
The scientific understanding of human-driven climate change is much stronger today than it was in 2009 when the EPA first issued the endangerment finding. There is no scientific basis for the Trump administration's decision to repeal it https://t.co/l5qmBNkADn
Gas Storage Boosts Reliability when Pipelines Fall Short
Natural gas storage is part of the reliability and resilience story too. When there’s insufficient long-distance pipeline capacity, access to storage is your next best bet. This is part of the solution too.🧵 https://t.co/o35G4ig5HU
Supply Dynamics, Not Demand Forecast, Drive Oil Market
Sure, the IEA demand forecast update was negative... but pretty inconsequential in the scheme of the supply developments that are actually currently driving the oil market. https://t.co/P0KD7cPlR4
Venezuela's Oil Output Projected Near 1M B/D by 2026
How much oil would Venezuela produce by Dec 2026? (Current output has rebounded to just under 1m b/d)
SOLS: Cheap US Uranium Conversion Monopoly Amid Global Shortage
Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday, so I’m also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every...
US Energy Secretary Visits Venezuela's Orinoco Oil Belt
Well, I admit that if you have asked me three months ago, certainly I didn't have the following on my 2026 bingo card: "... US Secretary of Energy Chris Wright tours the Orinoco oil belt in Venezuela with the US-installed Venezuelan...
Trump Presided over Record U.S. Coal Plant Shutdowns
NEW ANALYSIS: Donald Trump has overseen more coal closures than any other US president That must be why he was just crowned "undisputed champion of beautiful clean coal” (10/10 no notes, I am not making this up) https://t.co/eddrivj51U https://t.co/GCeGP8hv03
Ohio’s Data Centers Tighten Natural Gas Balance
The data center driven surge in Ohio's electricity consumption has contributed to tighter natural gas balances. For the 12-months ending in October, 2025, Ohio's natural gas consumption was 3.7 bcf/d, near an all-time high, driven largely by demand in the...
Rising Energy Demand Calls for Cutting Red Tape
This is the important energy graph, not the one showing generation flat. We've had a couple decades of little to no demand growth. But now that we have growing demand again, we must cut the red tape and build.
China’s Urban Gas Network Reaches 484 Million Residents
China’s residential gas revolution China has connected more than 300 million people living in urban households to the natural gas network since 2010, according to data published late last year by the National Bureau of Statistics (NBS). The number of urban...
Price Controls Trigger Chaotic, Uneven Resource Allocation
I'm super excited for my new paper with @ATabarrok and Mark Whitmeyer: "Chaos and Misallocation under Price Controls" During the 1973-74 gasoline crisis, the U.S. had about a 9 percent national shortfall. But that was far from evenly spread out. Over...
Utilities Prefer Rate Hikes over Data‑center‑funded Battery Power
Culture change is hard. Utilities like @DukeEnergy would rather raise rates 15% on their ratepayers because they feel forced to pay “$3k/kW” for gas instead of adding 7,200 MWs of batteries paid for by data centers at existing solar sites...
Investors Dump TTF Gas Futures as Prices Slip
INVESTMENT MANAGERS sold futures and options on the Dutch TTF European gas benchmark for the first time in eight weeks as prices retreated despite inventories well below average for the time of year. Funds sold the equivalent of 15 terawatt-hours...
Electricity Boosts Nighttime Learning for Chad Students
#Mission300 continues to make significant progress across #Africa. In Eastern #Chad, new #electricity access enables students to learn in classrooms that are both ventilated and well-lit, giving them the opportunity to continue learning after dark. 🔗https://t.co/QdI1hnVw0v https://t.co/Bzkzai5ClE
DoD Funding Keeps Aging Coal Plants Alive Amid Market Decline
You cannot make this up. US administration is directing the Department of Defense to buy coal power and spending $175m to keep ageing coal plants running. Coal plants average 44 years old. Many are costly and prone to outages. Markets, not ideology...
Drones Strike Russian Refinery 1,800 Km From Front
Meanwhile in Russia’s Ukhta. The local refinery keeps getting hit by drones as we speak. 1,800 km away from the Ukrainan border. https://t.co/TZMDIrIIg6
China's CO2 Em
NEW ANALYSIS: China's CO2 has now been 'flat or falling' for 21 months * Down in 2025 * Still below Mar 2024 * Clean energy wave a key factor If this is China's peak (TBC) it's the climate story of the century so...
Japan's Next‑month Heat Ends Winter, Gas Bulls Retreat
Pack it up, gas bulls. Winter is over Japan's temperature outlook for the next month 👇 https://t.co/0NTPCXmGD1
Europe’s LNG Hunger Redirects Chinese Shipments to Europe
LNG demand in Europe is so strong that it's taking a shipment *FROM CHINA* ⚠️ An LNG tanker reloaded a shipment at a Chinese terminal and is heading to Europe (China is the world’s largest LNG Buyer) Europe's LNG imports have surged...
Electric Cars Make up 3.5% of Jan Sales
🇮🇳About 3.5% of total passenger cars sold in January 2026 in India were electric (these are actual cars and do not include two- and three-wheelers).
Trump’s Pipeline Push Could Cheapen Coal Rail Transport
🚂If President Trump is serious about increasing coal exports dramatically, and if he is serious about US energy dominance, he will build oil pipelines and prohibit rail transportation of oil. This will provide the US coal industry with the help...
Venezuela's Oil Shifts: Implications for Canada Discussed in Calgary
I’ll be in Calgary in early March for a discussion hosted by the Canadian Heavy Oil Association about what recent developments in Venezuela mean for Canada’s oil industry. Join us! And drop me a line if you want to grab a...
Texans Use More Power, Paying 28% More Per Capita
Despite CA having 2x the elec price as TX, Texans pay 28% more per cap for elec yearly because TX uses 2.7x the elec per cap as CA (vs 2.1x in 2001, so nothing to do with weather) even with...
Grid Batteries Displace Fossil Gas, Australia Leads
HEY FRIENDS A rare treat: I'm talking about something not only good but so good that it makes the cynics and climate delayers look amusingly silly. Big grid batteries are pushing dirty, expensive fossil gas out of the power grid,...
Heat Pumps Cut Gas Use Even with Gas‑generated Electricity
Most people don’t know this: Heat pumps REDUCE gas consumption even if running 100% on electricity from a gas fired power plant. More here in my piece for @CarbonBrief 👇 https://t.co/rKlRE0ug1S https://t.co/DTnKDp9lZp
Trump Urges Netanyahu to Pursue Iran Nuclear Deal
OIL MARKET: President Trump says he told Israeli Primer Minister Netanyahu that his preference is to cut a deal with Iran. “I insisted that negotiations with Iran continue to see whether or not a deal can be consummated.” https://t.co/VhkfL7QBHF
January Outages Cut 3 Million Barrels Daily, 18‑month High
CHART OF THE DAY: If anything characterised January was oil outages: Kazakhstan, Venezuela, and the US (due to weather), plus several others. In total, it adds to nearly 3m b/d, highest in about 18 months, according to the @EIAgov https://t.co/Gb7hmQGvLw
EVs Use 3‑4× Less Energy than ICE Cars
A reminder: ICE vehicles waste a whopping 80% of energy in their fuel. EVs are propelled by entirely different mechanisms. Energy enters the vehicle as electricity, which directly powers the drivetrain making it 3-4x more efficient. https://t.co/bvBDqWFEwj
Trump Proposes Federal Funds to Keep US Coal Plants Operating
President Trump today will unveil plans to use government funding and Pentagon purchases to sustain coal-fired power plants across the US. https://t.co/jQpTFHYb4v
Colombia Nears IEA Membership After Significant Progress
Pleasure to meet with Colombian Ambassador Luis Fernando Medina at IEA HQ in the lead-up to next week's @IEA Ministerial in Paris We discussed the big step forward Colombia is about to take after its strong progress on the road to...
BTI Dismisses Solar, Wind While Championing Costly Nuclear
Many got on the make-clean-energy-cheap bandwagon in 2008 and before. But @TheBTI would always claim that most attention had to go to nuclear (which of course did not get cheaper) and belittled solar & wind. No solar champions at all....