Brazil Seeks IEA Membership, New Partnership Ahead
Great discussion with Brazilian Ambassador Sarquis ahead of next week's @IEA Ministerial in Paris in which 🇧🇷 Energy Minister @asilveiramg will take part Looking forward to announcing a new phase in the IEA-🇧🇷 relationship following Brazil's request to become an IEA Member https://t.co/0rGULY5OS2
Ethanol Output Rebounds to February High Amid Mild Weather
🇺🇸U.S. ethanol production in the first week of February popped right back up to the pre-arctic blast levels, totaling 1.11M bpd, a February best. U.S. temperatures have been unseasonably mild this week, and that should largely continue through the rest of...
Ohio’s Commercial Power Use Overtakes Residential, Fueled by Data Centers
The commercial sector is now the largest electricity consumer in Ohio, driven by data center expansions. Commercial electricity sales surpassed residential sales for the first time on a twelve-month moving average basis in August 2025 and now account for 35%...
UK’s AR7 Auction Shatters Record
NEW: UK's "AR7" renewable auction was the biggest ever – more than 50% larger than 2024's record AR7 = enough electricity to offset 3/4 of UK LNG imports Labour's AR6+AR7, combined, contracted more GW than all other rounds put together More: https://t.co/zbwhevxD6T https://t.co/am8sWQuqRd
Full House for IPWeek Event with Top Finance Leaders
Full house for our #IPWeek event with Alex Grant (Equinor) Daan Struyven (Goldman Sachs) Natasha Kaneva (JPMorgan) Frederic Lasserre (Gunvor) Greg Sharenow (Pimco) https://t.co/CHIdybIycH
US Backs Coal Revival as Indonesia Slashes Output
Two major coal developments in the last 24 hours. 1. White House announcing purchases and support to revive the industry 2. Indonesia just ordered the world's largest nickel mine to sharply cut output. They are also looking to cut coal production by...
Keynote at Oslo Energy Forum Reunites Leaders
A great pleasure to return to gorgeous Holmenkollen to keynote the Oslo Energy Forum and see so many old friends. And wonderful to reconnect with Prime Minister @jonasgahrstore and EC Energy Director-General @JorgensenJuul https://t.co/OJOwKzWucr
Banks Poured $429B Into Steel; Capital Isn’t the Hurdle
"Between 2016 and mid-2023, 354 banks provided $429 billion to the 100 biggest steel producers, suggesting that finding capital isn’t the main challenge." https://www.bloomberg.com/news/articles/2026-02-11/banks-backing-green-steel-fund-false-solutions-report-says
Europe Trades Russian Gas for US LNG, Risks New Dependency
“I think Greenland was a wake-up call. There is more talk [in Brussels] about replacing one dependency with another.” This is what I told the Wall Street Journal about Europe’s increasing dependence on US LNG following the end of Russian...
USD Soft, JPY Squeeze Persists, Oil Spikes on Iran Tension
$USD is soft ahead of the delayed jobs report. Japanese markets were closed for a national holiday, but the dramatic short squeeze of $JPY continued. WTI is up ~2% as the US-Iran confrontation seems near a climax. ...
Emerging Economies Drive 80% of Electricity Growth
A new report shows that global electricity demand will increase at an average annual rate of 3.6% between 2026 and 2030. Emerging economies will account for nearly 80% of additional electricity consumption through 2030. More here: https://t.co/ZtTGSlWOMx https://t.co/dw82OPRKGw
Mild Chinese Winter Cuts Heating Demand by up to 6%
CHINA’s winter has been relatively mild so far, limiting gas consumption and imports. Heating demand in the North China metro-region including Beijing, Tianjin and Hebei (home to 109 million people and accounting for 9% of GDP) has been about 2%...
Trump's Choice on Iran Deal Drives Oil Risk Premium
A high-stakes meeting indeed. If Trump yields to Netanyahu's demand to push for a comprehensive deal covering Iran's ballistic missiles programme and support for regional proxies, possible outcomes: -- Drawn-out negotiations under the looming shadow of military action -- Higher chances of a...
Electrification Essential for Canadian Mining to Outpace China
Electrification is Necessary for Canadian Mining to Compete Against China Interview w/David Willick, VP & Regional Leader for Mining, Metals & Minerals, at @SchneiderNA. #cdnpoli https://youtu.be/t--zrQ0SVX8
Bad Bunny Highlights Puerto Rico Power Crisis at Super Bowl
Bad Bunny’s Super Bowl show had a big message about Puerto Rico’s grid @CanaryMediaInc https://t.co/8osbpJxESm
Geothermal: Canada’s Scalable Clean Power Future
Forget Nuclear, Gas, Hydro. Geothermal is the Future of Electricity It's ready to scale and Canada is a global leader thanks to companies like Eavor Technologies. Also, advanced geothermal pairs very nicely with wind and solar. https://youtu.be/auWPh9R0H1Q
Learn With Me: $2M Insight, Fractional Cost
In 2020, I hired McKinsey to teach me about the global energy transition. I learned a lot, but it cost me more than $2M. After that experience, I decided to build my own internal research project at Social Capital called Learn...
Louisiana's Blue Ammonia Gamble Fuels Pollution, Costs
“These plants increase air pollution, they increase global warming...they increase not only energy costs, but total social costs, and so there’s zero benefit — except to the people who are taking the subsidies" Louisiana bets big on ‘blue ammonia https://t.co/3Se0MmNpqO
Turkey Energy Minister Discusses Security, Affordability Ahead of IEA Ministerial
Pleasure to meet with Türkiye's Minister of Energy & Natural Resources Alparslan Bayraktar @aBayraktar1 in Ankara We discussed a range of issues, including energy security, affordability, Türkiye’s energy priorities, #COP31 and the upcoming @IEA Ministerial in Paris next week https://t.co/rMjJ5G3L5n
IEA Discusses COP31 Priorities with Turkey’s Environment Minister
Excellent meeting with Türkiye's Minister of Environment, Urbanisation & Climate Change and #COP31 President-Designate Murat Kurum @murat_kurum in Ankara We discussed the potential priorities for COP31, taking into account previous outcomes, & how @IEA can support 🇹🇷 & 🇦🇺 https://t.co/ixCm0tKJJ4
Few NARUC Experts Trust Off
I surveyed over 100 people with decision making authority at @NARUC on whether a 100% off-grid natural gas anchored solutiosn could provide 99% uptime (not even 99.9999%). What percent of those experts were confident it was possible?
IEA Discusses Global Energy Outlook and COP31 with Turkey VP
Delighted to meet with Vice President of Türkiye Cevdet Yılmaz @_cevdetyilmaz at the Presidential Palace in Ankara We discussed key developments in global energy markets, as well as the forthcoming #COP31 in Antalya and how @IEA can help ensure successful outcomes...
SOGREA Invites Private Firms to Build Green Mini-Grids
Are you a mini-grid developer? The Salone Off-Grid Renewable Energy Acceleration (SOGREA) Initiative is your opportunity to make a lasting impact. Through SOGREA we are inviting private sector companies to develop green mini-grids across #SierraLeone. 🔗https://t.co/L7hHvfJL6X https://t.co/cafaQjvFFC
Hydrogen Fuel Hype Falters Amid Cost and Scalability Issues
Using hydrogen as a fuel to replace natural gas has been strongly promoted by vested interest groups. Many including myself raised serious concerns about scalability, cost and efficiency. The more time passes, the more it looks like those concerns were...
Solar, Batteries Won’t Quickly Decarbonize China’s Aluminum Industry
Solar and batteries are an amazing success story, but lets be a bit careful in getting ahead of ourselves on their near-term potential to decarbonize Chinese heavy industries like aluminum (which is heavily dependent on colocated coal plants). A great...
California Solar's Reliability Nears That of US Coal
CA solar has similar reliability as US coal: 2025 avg capacity factor of all 21.58 GW* of solar on @California_ISO grid: 30.2% 2024 CF US coal: 42.6% https://t.co/hFwYGckUSR Coal not much more reliable than CA solar *=avg Dec '24 & Dec '25 nameplates Solar: 57,054 GWh/y
Clean Energy Surge Accelerates Amid Growing Climate Silence
The energy transition is happening, faster than many realize. This week, I look at how clean energy is surging, where we can get it wrong, why silence on climate is spreading, and what we can do about it. Check out the...
Fossil Fuels Drive 10 Million Premature Deaths Annually
Did you know air pollution is the top preventable cause of premature death and ill-health in the world today: killing nearly 10 million people per year? And about two-thirds of that air pollution comes from burning fossil fuels? From the...