Energy Social Media and Updates
Energy Social Media and Updates
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
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
Relax, everyone in Asia. 20 "big boats of oil" are about to pass through SoH.
Trump just said that he has "no problem" if a country wants to send oil to #Cuba right now. May come as a BIG surprise to Mexico and a few other countries -- which were threated with tariffs just TWO months...
One should ask why is it every @potus announcement about shipping and the Strait of Hormuz coincide with the opening of the market. We have still seen no evidence of the 8 to 10 Pakistani tankers he reported last week that...
Trump tells the FT he likes the idea of seizing control of Iran’s Kharg Island. It could mean US troops have to remain there “for a while”. https://t.co/J48vWMuepX
My latest with @davidlin_TV on US energy dependence: "If you include all energy products, the US is a net exporter. But if you look at crude oil, the US is a net oil IMPORTER. Forget that we are a net exporter of...
Trump: "Maybe we take Kharg Island, maybe we don’t. We have a lot of options," He added, "It would also mean we had to be there [in Kharg Island] for a while."
Trump: "To be honest with you, my favorite thing is to take the oil in Iran but some stupid people back in the US say: 'why are you doing that?' But they’re stupid people."
The market is wrong. The oil move is DEFLATIONARY. Just like it was in 2008.
My job is to entertain you most of the time, occasionally quell sensationalist headlines, and so forth. You know, the normal stuff. But each day the Strait of Hormuz remains closed is a growing global catastrophe that people are sleepwalking into. That’s the...
⭕️Again, if you think what I’m saying is a conspiracy theory, then consider this: ♦️Believing that Iran closed the Strait of Hormuz is the far bigger conspiracy theory. ♦️Think about it. ♦️How on earth could Iran — after weeks of...
Entergy should release detailed accounting records -- which are standard in utility rate cases -- if it wants to claim $2B in ratepayer savings. Entergy stock is up 7% since it announced the deal.
JUST IN: Some oil refiners turn to Brent Oil as Dubai benchmark becomes increasingly unstable https://t.co/t3Ib44eX0I
I’ve been describing the supply loss from the closure of the Strait of Hormuz as an “air pocket” moving through the normal flow of oil out of the Gulf Helpful map from JPM highlighting when that air pocket will “land” in...
JUST IN: Asian buyers are bidding up Brent Crude Oil, paying steep premiums as supply tightens Pushing global oil prices upwards of $115/ barrel https://t.co/kh3DZ9EpdH
“ALL fertilizer plants shut” in Bangladesh isn’t true. Most capacity is offline due to gas shortages—but not all. Still serious. Still a warning. Energy shortages don’t stay in energy. They hit food next. #EnergyCrisis #FoodSecurity
Oil going straight up to levels we were looking for - staying Long in Brent $BNO terms https://t.co/MJlPz9oFW6
German startup offers team of 22 specialized AI workers for PV plant O&M operations #energysky -- via pv magazine global: https://t.co/ykrZDYlC4g https://t.co/3dqN4iX2da
On offshore oil rigs, almost everybody had a nickname. There was Tatter, because he puked up a plate of potatoes. Tiger, because he once caught an Exxon tank on fire. Stump, short, flat-top, and pushing 300 pounds. Big Country. Little Country....
Yes, US does PLAN to allow Cuba to receive this approaching Russian oil tanker. But it comes AFTER Cuban regime allowed for import of fuel for the US embassy, sources tell me. Important (until now unreported) action showing Havana playing ball, a...
So, do we get another big Trump crude price jawbone tomorrow morning? And, if so, does it work again?
Just mentioned to my business partner (wife) that Brent opened at $16.25 Realized I’m now dropping the leading $100
Gas prices in the US rose to $4.10 per gallon last week, their highest level since August 2022. The 33% increase over the last 4 weeks ($3.07/gallon to $4.10/gallon) is the biggest 4-week spike we've seen in the past 30 years....
State of this - UK pleading with its neighbours because we've undermined our energy security with Net Zero fanaticism...
A Hormuz toll run by Iran. Think of the logistics costs and impact. It could be considered a war failure by the US and Israel.
We could just... stop. This is such a waste of resources, land, and nitrogen. Even if we still wanted to use this land for fuel, we should be planting perennial grasses that require no fertilizer or irrigation and can yield...
Informative post on The Climate Brink by Zeke @hausfath.bsky.social on the differences between CO2 and CH4 in warming the climate and the scourge of GWPs and CO2e in evaluating climate policy. https://www.theclimatebrink.com/p/using-a-20-year-period-for-comparing
Global economy could collapse by early May: Analyst issues stark warning over oil crisis https://t.co/HeVyeLGS3s
Multi-billion dollar facilities that take decades to build have been damaged in days. @8eanmurray from @fuseenergy says the market hasn't caught up to that math yet. @bitsandbips @Steven_Ehrlich https://t.co/Ki3BewZpBV
Price increases since the start of the Iran war... Heating Oil: +77% European Natural Gas: +71% Brent Crude Oil: +58% WTI Crude Oil: +51% Urea: +48% Diesel: +44% Sulfur: +43% Gasoline: +42% Fertilizer: +29% Coal: +21% Palm Oil: +14% Iron Ore: +7% Rice: +7% US Natural Gas: +6%
My latest with @davidlin_TV on physical vs. paper oil markets: "The physical markets are trading well above the paper market prices. Eventually, the paper market is going to be MUGGED BY REALITY, & the price of the paper market will be...
Larry Fink: oil could hit $150/bbl — even AFTER a ceasefire — if Iran remains a threat. Brent is already at $112. The tail risk isn't priced. Equities are still trading like this ends cleanly. What does $150 oil do to inflation? To...
The world's poorest will bear the brunt of the energy crisis caused by the Iran War and the closure of the Strait of Hormuz.
the juxtaposition of crude prices (white, Brent) and the S&P 500 (blue) last week is a great snapshot of the current macro moment https://t.co/SUUMhbRJuY
2025–26 likely marks the peak plateau for global oil @acidiclemon2 Everything depends on duration A quick resolution could trigger a price-driven rebound (low probability) Longer disruption==> contraction defines the years ahead (high probability) #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
“.. US government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented $200 a barrel.” @business https://t.co/jKbSZuzsl7 https://t.co/RvefSmh0vP
Robotic solar installation is quickly becoming real. Planted, Maximo and others all deploying automated construction platforms. This Maximo machine just installed 100 MW of solar power https://t.co/M1NSKOSVMT
Scientits build high temperature-resistant perovskite solar cell with 26% efficiency #energysky -- via pv magazine global: https://t.co/BIcDoIvSat
Iran War Destroys Canada's LNG Assumptions Mark Carney, David Eby's goal of growing LNG production by 500% is likely dead in the water. #cdnpoli #bcpoli #cdnpoli https://markhamhislop.substack.com/p/iran-war-destroys-canadas-lng-assumptions
