Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Of course this guy is spewing nonsense. More fossil fuels and nuclear both correlate with higher prices worldwide. Only wind-water-solar correlates with lower prices. https://t.co/288jwtUdqr
G-7 says it is ready to take measures for energy market stability https://t.co/WMgvLHemmQ via @WHorobin https://t.co/KHRZnIXmWm
Utilities outperformance (XLU/SPY +10% in 3 months) isn’t about ‘dividends’. It’s about hiding. Defensive leadership is the market whispering, not yelling. https://t.co/03ODg2hzij
In the latest Current Climate newsletter: ⛽Can surging gas prices reverse EV sales slump? 🛢️Why the world may be on the verge of a bigger oil shock than in 1973 ⚡Investor and gubernatorial candidate Tom Steyer’s plan to cut California's energy prices ...
Great graph on changes in Chinese energy generation, show the sudden emergence of renewables since 2020. More charts and graphs featured on today's Chartbook Top Links in the comment below https://t.co/xN8TPUia9G
Batteries smash another peak discharge record, meeting 44% of CAISO peak demand at 7 PM on 3/29/26 with 12.3 GW And CAISO is just toying with us, because there are already 15.86 GW installed Gas still down 59.3% in '26 v '23 38...
Germany warned the European Union’s rules to curb methane emissions from oil and gas imports risk impeding crucial LNG purchases just as the country seeks to diversify suppliers and cushion the Middle East war’s impact on energy prices https://t.co/qkRuwIBPvI
The so-called “God Squad” is set to weigh an exemption that would allow oil and gas production in the Gulf of Mexico to sidestep environmental protections. https://t.co/dFbr95yEKt
Hey kids, it turns out you can stop oil without defacing a priceless Van Gogh and gluing yourself to the wall. https://t.co/D21DdfMxZB
Delusional and deranged...🤦🤦 What a wally. Miliband classes foreign gas as clean power in pursuit of green target https://t.co/m4i3wW8B8F
Pick your timeframe Copper, natural gas, and oil (Brent / WTI) markets are now trading across daily, weekly, and monthly Commodities have entered the chat ↓ https://t.co/dxPGVrURQL
The Iran war has disrupted a greater share of oil supplies than any previous shock. And this time, there is virtually no spare capacity available to make up the gap. @wsj
SMR stocks were the market darlings in 2025. Most of them are now 70%+ below their highs. Any bulls betting on a 2026 turnaround? $OKLO https://t.co/NvGy8ZfTGA
Energy leadership is getting absurd: XLE/SPY up ~42% in 3 months. That’s not a ‘rotation’. That’s a macro stress signal wearing an equity costume. https://t.co/QVnWJHwVgi
Wartime Brent bulls only slightly deflected by talk about talks Investors trimmed bullish positions in Brent slightly early last week after the U.S. government paused plans to attack Iran’s electricity generation plants and announced it was making progress in negotiations to...
ListingTrack Weekly Theme Recap (Week Ending 03/27/26) This week, Nuclear strength concentrated in uranium miners and integrated nuclear utilities, while SMR developers and safety/fuel‑tech names faced renewed selling. New Space, by contrast, traded lower overall: Satellogic delivered a standout move on...
For most of the past three years, falling energy prices had been helping to push the US inflation rate (CPI) lower. But that tailwind will soon become a headwind, with prices of Oil and Gas spiking on a YoY basis. CPI...
Oil up across the curve the past week and rate hike odds contracting in the back half of that oil rise feels ominous
Seven charts that reveal how unprepared Australia was for the fuel crisis | Australian economy | The Guardian https://t.co/KDhNheGNvo
Interesting development. "The United States Coast Guard is allowing a Russian tanker full of crude oil to reach Cuba, delivering a critical supply of energy to the island nation after months of an effective oil blockade by the Trump administration..." https://t.co/WTcPH6z6eD
So Iran is “defeated” (per Karoline Leavitt yesterday) with a “new and more reasonable regime” in charge…and yet Hormuz is still not open? 🤔 https://t.co/HQqiKfhcrY
"With a cutoff in shipments imminent, Asian countries, the biggest importers of liquefied natural gas from the Middle East, are already burning more coal and reducing consumption." https://t.co/U74LIL7DHC "the entire concept of L.N.G. being a reliable fuel is undermined," 😔 https://t.co/mYeNrKdiYC
I suppose that today wasn't an oil jawboning day. Instead, US President Trump just threatened Tehran with blowing up not just all its power stations, but also its oil wells, Kharg Island, and "possibly" all desalination water plants (Note: the...
Everyone keeps talking about intermittency. Let me show you two kinds. Wind and solar output varies hourly. It follows weather patterns that we can forecast days in advance. It has a well-understood distribution. We have storage, interconnection, demand response, and decades...
The most consequential debate in AI right might be about how we use the grid. Do we need to build it as fast as possible? Or just use it better? There’s a real split forming around this: utilization vs. expansion. A new report...
While history rhymes, what is different this time inevitably reflects what we did in response to the last crisis. Thank you @Spencerjakab for reminding the crowd that, no, oil futures didn't exist during the last gas crisis. They were a...
JET FUEL prices have more than doubled since the onset of the war between the United States, Israel and Iran. Jet fuel swaps in Singapore are trading at more than $200 per barrel up from just over $90 before the...
“If you’re sitting in Asia, going through this again, it’s possible you change your strategy long term — rely more on coal for longer, build out your renewables faster and reduce your exposure to natural gas.” https://www.bloomberg.com/news/articles/2026-03-29/iran-war-s-gas-supply-shock-pushes-top-consumers-back-to-coal
You should have been Long of the biggest monthly move in Energy of the modern era https://t.co/4SzKlzwxb9
Significance: This is a "strategic win" for the company. While they are primarily known for roads and highways, this project marks their entry into high-growth renewable energy infrastructure, which typically commands better valuation multiples.
To me, the news cycle now resembles that of March 2020, where it feels like we're dealing with an unpredictable threat that will have immense global consequences. That's subjective, though the swing in oil prices provides a data point to back...
📰 🧪 James Tour Group in the News: Flexible generators turn movement into energy An article features the research of James Tour, the T.T. and W.F. Chao Chair […] https://t.co/p6fNfRrvpm
The biggest oil supply shock in history has reached the one-month mark And the energy industry is warning that the crisis is only beginning 👇⚠️ https://t.co/AZ661hxNtt https://t.co/HF3YvOdLZx
Plenty of analysis of the Gulf's two bypass pipelines - but as Hormuz remains near-shut, what more can the GCC do to avoid the Strait and narrow? https://t.co/6EwDOmaObS @TheNationalNews
Really excited about the launch of a new methodology by @goldstandard and @SEforALLorg designed to accelerate the replacement of fossil fuel generators with #renewableenergy systems, opening a new source of finance for #cleanenergy transitions. https://t.co/UIti3uc9Ue
why oil price rises have been so orderly so far, and why that is about to change.. https://t.co/TAIdkwIkdQ
COLUMN: Five weeks into the Third Gulf War, the math of oil-barrel counting is intractable: The world is short of the black stuff. Enter demand destruction. @Opinion https://t.co/Y2DPUcHM8s
JUST IN: Trump signals no issue with Russian tanker fuel for Cuba, effectively easing the oil blockade.
UK’s Reeves urges the G-7 to boost energy supply as Starmer meets businesses https://t.co/FZoCimQPVx via @tomelleryrees https://t.co/bB2AAptmJI
JUST IN: Trump's Strait of Hormuz warning and Iran's counter-threats are making oil prices jumpy.
JUST IN: Goldman Sachs now sees Brent crude averaging $85 a barrel in 2026, an $8 increase to their prior forecast.
This was never just about price. While most focus on where oil is trading, the more important question is who prepared for this environment. Stockpiling, reserves, and long-term planning change how pressure is absorbed — and how decisions get made when systems...
HANOI, March 30 (Reuters) - Vietnam's Binh Son Refining and Petrochemical https://t.co/OmrXDN2ZrA said on Monday that it is in talks with Russian partners to buy crude oil.
This is unreal: Trump just ‘granted permission’ for Russia to deliver oil to Cuba saying “Cuba is finished… whether or not they get a boat of oil…” Trump views 9.7 -11 million people as mere pawns subject to his rule and...
I think most those projects are wishful thinking @acranberg But say they're valid. Europe lacks the ability to turn them into large-scale, reliable supply on the timelines and costs the current crisis & its aftermath demand.
Former CENTCOM commander says the US can & will open Hormuz I think he's taking the narrowest military view He ignores the force of politics, markets & insurers to limit Trump's options on time & risk. 👇 https://t.co/Fw6ibZ5qLW https://t.co/shLc2VcgAj
Stricter rules for energy retailers as UK smart meter deployment slows #energysky -- via pv magazine global: https://t.co/MYGdcwljBd https://t.co/gctjyz2sjF
Taiwan will be receiving its last shipment of Oil from the Strait of Hormuz in the next couple of days. Over under odds China will try to take advantage of their lack of fuel supply and Trump concentrating military power...
Seizing Kharg doesn’t mean “taking Iran’s oil,” writes @SheDrills It means slowing Iran's exports. It will take an occupying land force to "take" Iran's oil.
15 mmb/d of East Asia oil flows end April 1 1.5 mmb/d of European flows end April 10 https://t.co/TmYTgqnObS
