India Targets 100 Mt Coal Gasification by 2030
This project is a critical component of India’s National Coal Gasification Mission, which aims to gasify 100 million tonnes of coal by 2030 to reduce reliance on imported chemicals and fertilizers.
Poland Cuts Coal Power to Half, Renewables Rise
Poland is often seen as Europe's coal stronghold. In 2000, coal generated 94% of its electricity. But something remarkable is happening: Coal's share has fallen to 50%. Wind+solar now generate 1/4 of electricity. More in my newsletter: https://t.co/In5lBaF2ox https://t.co/udhBwAzxTC
Iran's New Toll Lanes Redraw Strait of Hormuz Navigation
MAP OF THE DAY: Based on the information disclosed by the US (via @UK_MTO), I have drawn this Strait of Hormuz map. 🔴 Old route: Traffic Separation Scheme (TSS). ☠️Mines 🔵 New mandated Iranian shipping lanes (tollbooth) 🟢 New US Navy route:...
DiamondBack Ramps up Output; Shale Reacts to $80 Oil
DiamondBack Energy, one of the top US shale companies, says it will bring "incremental barrels to the market inmediately." US shale can not offset the closure of the Strait of Hormuz, but the idea that companies wouldn't react to >$80...
Urals Crude Doubles, Sanction Exemptions Reveal Strategic Desperation
Russian Urals crude is being sold at around $110 per barrel — more than double its price before the attack on Iran. Exempting Russian crude from US sanctions is either a deliberate strategic move (part of the plan) or a clear...
EU Bans Chinese Inverters From Funded Clean‑energy Projects
SCMP: "The EU has taken its most direct step yet to cut Chinese clean energy hardware out of publicly funded projects, banning Chinese inverters from all EU-funded schemes in a move Brussels described as the first in a series of...
First Solar Faces Downside Risk From Valuation, Competition, Policy
Just read that First Solar still carries serious downside risk, per @SeekingAlpha. High valuation, competition, and policy jitters could weigh on the stock 📉. Good reminder to stay sharp on solar plays. SolarEnergy
NEV Charging Spikes 55.6% on May Day, Signaling Travel Shift
Xinhua: "China's highway NEV charging volume jumped 55.6% year on year on the first day of the five-day May Day holiday, underscoring a fundamental shift in travel patterns as electric vehicles have become a popular choice for long-distance journeys." https://t.co/ugj5Om5aIa
Geothermal Power: Mars' Viable Renewable Energy Option
Can clean, renewable energy sources be used on Mars? Mars is a cold, barren planet far from the sun, and with little atmosphere and no flowing water. If people were to live there, could they obtain their energy from clean, renewable...
Verogy Finishes Seven Solar Projects for Connecticut Trade Schools
Verogy completes 7 solar projects for Connecticut trade school system #energysky -- via Solar Power World: https://t.co/MrH2KsbGLi
Ceasefire Boosts Iran's Leverage, Leaves U.S. Goals Vague
The ceasefire shifted the war in Iran's favor, suggests @Rory_Johnston By keeping pressure on flows and the global economy without absorbing direct strikes, Tehran improved its leverage U.S. goals are still unclear. That’s not progress...except for Iran. #oil #Iran #geopolitics #energy #markets
Iran Remains Resilient, Matching US with Cheap Drones
Iran is NOT being more "malleable" Attacking Fujairah isn't Iran turning over a new leaf Iran knows it can see and match any hand the US has with a few cheap drones. Time for reality. That doesn't sell on Fox News. #oil #Iran #geopolitics...
Chevron CEO Admits Oil Market Is Totally Doomed
Allow me to translate @TheChiefNerd Chevron CEO is saying "We're totally f**cked" Any questions? #oil #energy #inflation #markets
Strait of Hormuz Closed Until Insurers Approve Risk
The Strait isn’t “open” because a navy says so It’s open when insurers, shipowners, and crews decide the risk is acceptable. Right now, it's CLOSED #oil #Hormuz #shipping #energy #markets https://t.co/KM8CM0Dffv
Virginia Approves Dominion's NEM 2.0, Mirrors NEM 1.0
Virginia corporation commission approves Dominion Energy NEM 2.0 that looks very similar to NEM 1.0 #energysky -- via pv magazine usa: https://t.co/dCdhV3RqEe
Tesla Earns Australia’s First Emissions Credits, Storage Profits Outpace EVs
Tesla pockets first emissions credits in Australia, as storage revenues trump EVs again #energysky -- via Renew Economy: https://t.co/d7VIQBxoLI https://t.co/EYXB4ZI6Vi
US Oil Exports Hit Historic Record Levels
⚠️America has NEVER exported more oil in history: Total US crude oil and petroleum product exports surged to a RECORD 14,179 thousand barrels per day last week. US crude exports alone surged above 6 million barrels per day👇 https://globalmarketsinvestor.beehiiv.com/p/the-s-p-500-gained-for-the-5th-straight-week-weekly-market-recap-trading-week-18-2026
Meta Secures 250 MW Solar PPA with EDP in Arkansas
Meta signs 250-MW PPA on EDP Renewables’ Arkansas solar project #energysky -- via Solar Power World: https://t.co/ihdQYVSFSc
Strait of Hormuz Turmoil Sends Shockwaves Through Oil Markets
Spoke with CBC's Power and Politics this evening about the chaotic past 24 hours in the Strait of Hormuz and what it all means for oil markets. https://t.co/WgW8feXlpU
Oil Executives Warn of Emerging Western Physical Shortages
Oil Execs: 'We are starting to see physical shortages emerge in the west' Market: https://t.co/s25BclzDwg
Extending Gas Pipelines to New Homes Is Illogical
Really makes no sense to extend the natural gas grid for new residential neighborhoods. https://t.co/jjXKsG4tQ2
US Regulator Revamps Rules for Next‑gen Nuclear Reactors
Top US nuclear regulator is rewriting its rules for new era of reactors #energysky -- via Canary Media: https://t.co/mMeoJsGiWI
China Tightens Carbon Rules, Accelerates Renewable Growth
China tightens carbon accountability framework, strengthening structural push for renewables #energysky -- via pv magazine global: https://t.co/8dNnrwmmlv
Australia’s Solar O&M Strategies Offer U.S. Lessons
America, take note: Solar O&M lessons from Australia #energysky -- via Solar Power World: https://t.co/wFy0lyQSsg
2025 Marks First Net‑Zero Threshold: Fossil Power Declines
Getting to Net Zero is going to come in layers, in thresholds. In 2025, we passed an early threshold. Ember Energy's annual report showed that fossil fuel use for electricity generation fell slightly, despite 2.8% overall demand growth for electricity....
Natural Gas Cheap Now, Demand Surge Signals Enduring Shift
Natural gas prices are at one of their cheapest levels in history relative to oil prices. Historically, those dislocations don’t persist when demand is accelerating. And right now, the demand side story for natural gas is quietly becoming one of the strongest...
Marinus Link Faces Massive Land, Logistics Hurdles
Ninety landholders, 3 mobs, two 100-tonne transformers, 90 km of cable: Marinus Link’s long road to coal country #energysky -- via Renew Economy: https://t.co/FBDfaNgRTF https://t.co/OyBbteqg9J
Tom Remained Indifferent During Previous Energy Spike
A lot of you don't know this but Tom didn't care last time energy spiked as well $ES_F https://t.co/xJEiJBdgVu
EPBC Approves
EPBC waves through two new big battery projects, including robot-ready, concrete free solar hybrid #energysky -- via Renew Economy: https://t.co/yWvUDLn2j1 https://t.co/rH5SHm0wZh
World Wastes More Gas than Hormuz Supplies
The World Wastes More Gas Each Year Than the Strait of Hormuz Supplies #energysky -- via RMI https://t.co/fs4xwMDhyh
Ocean Wave Power Enables Low‑Cost Floating AI Data Centers
I'm delighted to be a small part of this. The oceans are an incredible untapped resource for energy that can power AI. The most intense wave energy is thousands of miles from human settlements, but can power floating data centers...
Electrify Greenhouses Using Semi‑Transparent PV and Heat Pumps
How to electrify greenhouses with semi-transparent PV, heat pumps #energysky -- via pv magazine global: https://t.co/LyXlMEy6kO
Imminent Event Should Spark After‑Hours Oil Volatility
If this is imminent, you’d expect to see more movement in oil in after hours trading…
Iran Energy Shock Accelerates South Korea’s Clean‑Energy Push
The Iran-driven energy shock is adding urgency to South Korea’s push to cut its reliance on imported fossil fuels, giving President Lee Jae Myung momentum to push his clean-energy agenda. https://t.co/8DsMrfLHrW
Iran's Full Oil Storage Pressures Leaders, Sparks Policy Uncertainty
This shift will be caused by Iran's oil storage reaching capacity. Now that the real decision-makers will feel the pressure, there will be an opening for policy change. The outcome, however, remains uncertain. #crudeoil #iranwar #straitofhormuz #geopolitics https://t.co/EAeq2uZUcK
China Should Lead Strait of Hormuz Reopening, Not Follow
Shouldn't China be leading, rather than following, when it comes to reopening the Strait of Hormuz? They have the most to gain. https://t.co/no60ONPKDg
OVV Hits 52‑Week High, Buy on Pullback
Macro: OVV 52-wk high $62.60; 1y +76.8%. Drivers: $3bn Anadarko sale to pay debt, upgraded PTs, stronger production/cashflow. Risk: May 11 earnings, oil-price exposure. Trade: buy on pullback to $58. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Natural‑Gas Stocks Surge Despite Weak Commodity Prices
$SM Daily. Some of the best natural gas-related charts report this week, such as SM here and $KOS. However, noteworthy how plucky these stocks are given natty itself has struggled mightily. Bull divergence? https://t.co/fjuUS3jWIB
PSC Docket Chaos: Missing Application, Endless Appendices
I have found the most poorly organized public utility commission docket. It's an ATC application to build a 345 kV line. Application appendices are hundreds of separate filings. Docket does not start w the application, which I cannot find. WI...
Smart Meters Unite Solar, Storage, EVs to Cut Grid Costs
Smart-meter-enabled partnership aims to integrate solar, storage and EV charging to lower grid costs #energysky -- via pv magazine usa: https://t.co/UkEnqusMYk
Oil Futures Hit New Highs, Expect $90+ Prices
What does the oil market think? Both the July (orange) and December (blue) Brent Crude Oil Futures Contracts are at new highs. The December contract is now signaling that the market expects crude oil to be above $90 for the next seven...
Hormuz Blockade Accelerates Critical Mineral Demand Surge
🚨 Strait of Hormuz Blockade = Potential Boom for Critical Minerals Iran's closure has slashed ~20% of global oil & LNG flows. Governments are accelerating the shift to renewables + EVs faster than planned.Demand was already projected to surge…the crisis...
Oil Peaks: Ripple Effects on Metals, Markets, Crypto
Crude Oil $WTIC. If Oil is topping here, what happens to Metals, Markets and Crypto? 🤑 https://t.co/ONkYRRLXAo
Bessent Predicts Oil Abundance, Timeline Remains Unclear
"I'm confident on the other side of this the world's going to be awash in oil." — US Treasury Secretary Scott Bessent. The question is how far away is the other side?
Data Centers Spike Northeast Carbon Prices Above California
Data centers are driving a surge in carbon prices in the US Northeast, helping push CO2 costs in the region past California and raising the prospect of higher energy prices for consumers. https://t.co/sNPWSP51NO
Iran’s Strike Ignites Fujairah Hub, Exposing US Policy Flaws
The strike caused a fire at Fujairah’s oil hub--a critical node for UAE exports that bypass Hormuz. It's a brilliant chess gambit by Iran It shows how meaningless Trump's stupid escort service is Iran stole Trump's narrative before it took hold. #OilMarkets #Fujairah #EnergySecurity...
Iran's War Funding Erodes as Oil Blockade Delays
Yes, energy prices will continue to rise. But if Iran isn't able to get oil to customers then it's ability to wage war is being drained with every day and every drone launched. The blockade should have been in place in...
California Grid Hits Record Renewable Surplus, Wind Peaks
Two more records set on the @CaliforniaISO grid on Mon, May 3, 2026: Minimum net load -7.871 GW at 1:20 PM Maximum wind output 7.707 GW at 12:45 AM (Tues morn) due to wind from SunZia project, which is part of the...
Oil Markets Tumble Early with Unexpected TACO Move
gee, I didn't think the TACOing in the oil markets down would happen this early in the trading day
Paper Plans vs Reality: A Massive Military Gap
We don't just have the difference between the paper market and the physical market we now have a gap miles wide between the paper military situation and the physical military situation.