Brent Hits $114 Amid US‑Iran Tensions, Inflation Looming
https://t.co/Tigb4k2zAJ Brent crude at $114 now and no end to the U.S.-Iran conflict. Can’t wait for the next inflation readings….And economic data,
Brent Oil Volatility Spikes with Every War Headline
July Brent Crude Oil gyrations over the last 24 hours on every War headline. https://t.co/NguXR9zWen
Tigo Energy Boosts Predict+ for Better US Forecasts
Tigo Energy expands Predict+ capabilities to enhance financial forecasting for United States energy producers #energysky -- via pv magazine usa: https://t.co/Cg1iQXBdZD
Iranian Drone Strike Ignites Fire at Fujairah Oil Complex
JUST IN: A fire breaks out at a petroleum complex in Fujairah, UAE, after an Iranian drone attack.
US Reopens Hormuz, Concedes Blockade Failed to Pressure Iran
The push to re-open the Strait of Hormuz today, with two US warship crossing it and two US-flagged merchant vessels, signals the White House realises it can not keep waiting for the blockade to force Iran into the negotiation table. Effectively,...
Electrification Becomes Asia’s Path to Energy Security
Oil’s Long Goodbye The Strait of Hormuz crisis isn’t a cycle, it's a game-changing disruption. Oil and gas are now an energy INSECURITY. Electrification is the new energy security, esp. for Asia. #cdnpoli https://youtu.be/UiIan-aa4Hw
Luma Ring Plans Lunar Solar Farms, Beaming Power to Earth
Shimizu’s Luma Ring proposes covering the moon’s equator with solar panels and transmitting energy to Earth via wireless microwave and laser systems. https://t.co/UDrTt5wCYy
Drone Strike Burns Fujairah Hub, Shattering Hormuz Bypass
A drone hit sparked a fire at the crucial oil hub of Fujairah. Fujairah was supposed to bypass Hormuz. Now it’s burning. If the “workaround” is inside the battlespace, there is no workaround—only a wider war on flows. #OOTT #Oil #Hormuz #UAE #Geopolitics
Renewables Beat DAC: Cheaper, Cleaner, Less Pollution
Yet another paper finding that Direct Air Capture is an opportunity cost that increases air pollution and climate damage relative to spending the same money on clean, renewable energy. https://t.co/Bz7EKLFqXf Some other papers: https://t.co/hWmyI1wXjo https://t.co/hWmyI1wXjo Preventing 1 tonne of CO2 from getting in the air...
Iran Risks Retaliation by Targeting UAE Oil Infrastructure
Quite the gamble from the Iranian side to attack an American ally. Imagine it is a strategic evaluation to attack the UAE's oil infrastructure aimed at circumventing Iran's efforts to curb oil flows. High risk in retaliation suggests they can't...
Ambitious Data Center Power Plans Hampered by Client Shortage
The firm plans to power data centers on a grand scale but has struggled to secure clients. https://t.co/zZHQXuq08n
Tigo Integrates Real-Time Spot Pricing Into Predict+ Platform
Tigo adds real-time spot market pricing to Predict+ platform #energysky -- via Solar Power World: https://t.co/XcNeuy5iyb
US Hormuz Blockade Heightens Risk of Global Slowdown
My take on the effects of the US blockade on the Strait of Hormuz on @MarioNawfal: “With each passing day of the imposition of the US blockade of the Strait of Hormuz, the probability of the world economy entering a more...
Most Ships Bypass US Escorts, Favor Iran’s Traffic Scheme
US escorts can’t find a John Most vessels moving through the strait are using Iran’s traffic scheme—not the U.S. corridor near Oman. Need prettier hookers #OOTT #Oil #Hormuz #Iran #Shipping
Diesel Demand Spikes as Trump Claims Exports
Another state with new diesel record. Trucking. While Trump brags of all the oil being sold to other countries. And draining US supply.
Middle East Incidents Lift Oil to $104/$113
After reports from UAE of intercepted missiles from Iran, a fire in Fujairah and a cargo ship with an as-yet unexplained engine fire , US WTI and UK Brent oil prices up near $104 and $113 respectively: https://t.co/zuJPK9uWkU
Data Center Boom Keeps Emissions Rising in Top States
The power grid emissions trajectory of America's four biggest data centre development states: all either rising or stagnant Plonking new data centre demand on top of electrification, cooling, heating makes it even harder for new renewables to cut down on...
SK Seeks Financing Options for BESS Developer Key Capture
Why SK is exploring ‘various options’ to raise financing for BESS developer Key Capture Energy #energysky -- via Energy Storage News: https://t.co/XfH046DR4e
Bassett Miscalculates: US Shale Peaked, Oversupply Looms
Bassett’s math doesn’t add up on several fronts: U.S. shale oil production has peaked for now, the increase in U.S. crude deliveries is the result of large withdrawals from the U.S. SPR, and the announced increase in the OPEC+ group...
SOLV Energy Bolsters Utility Platform with Roberson Waite Acquisition
SOLV Energy expands utility infrastructure platform with acquisition of Roberson Waite Electric #energysky -- via pv magazine usa: https://t.co/Bje3Dui1oP
US Faces Greater Energy Market Pain Than Peers
"Is the US truly resilient to the energy market strife?" https://t.co/46EB0O8i3E "But the main thing that jumped out to Alphaville was how the US is definitely feeling the pain too — and indeed more pain than other regions." https://t.co/jpKZ2aufyn
Light vs Heavy Crude: Different Processing, Different Products
Light & crude are not shaken or stirred @gordonschuecker Light goes into a standard tower to produce gasoline, petchem, etc Heavy goes thru catalytic cracking, hydrocracking, coking, & hydrotreating to make diesel, jet fuel, etc That’s why “not all oil is the...
Floating Solar Cuts Canal Evaporation 70% and Algae 85%
Solar on canals reduces water evaporation by 70% and algae growth by 85% #energysky -- via pv magazine usa: https://t.co/uI4EAYfgLU
Longer Ship Routes Raise Oil Prices
Oil supply is not just barrels. It’s TON MILES If crude has to move from farther away because VLCCs avoid the Persian Gulf, the same barrel uses more ship-time. That means higher oil & product prices #Oil #Shipping #Energy #OOTT #Tankers #Hormuz
Berkshire CEO Warns Against Conglomerate Utility Mergers
Isn't this statement from the Berkshire CEO an argument against utility mergers, especially involving conglomerates?
Trump May Falsely Claim Hormuz Open, Misleading Many
There will come a day soon, when Trump will declare that the Strait of Hormuz is actually fully open and ships are transiting like before the war, when in fact, nothing will have changed. Some in the world may continue to...
Cenovus Calls Top Oil Sands Projects Barely Profitable
Cenovus has some of the best oil sands projects in Alberta. They're just telling Canadians that oil sands resources are marginally profitable at best, pennies per barrel from being uncompetitive. It's not a great idea when you're asking for...
Trump’s Gulf Blockade Turns Allies Into Adversaries
My take on Pres. Trump turning FRIENDS in the Gulf into ENEMIES with @MarioNawfal: "With the US blockade of the Strait of Hormuz, members of the Gulf Cooperation Council can no longer export their oil. As a result, the US blockade is...
Europe EV Registrations Surge 50% YoY in March
Since the Middle East war began Europe's EV market has been accelerating sharply. Q1 2026 registrations hit 547,000 — up 32% on the same period last year. But the real story is March 2026 with almost 50% more than in...
Morning Hormuz Updates Require Coffee First
every morning we wake up and check the latest news from the Strait of Hormuz best not to attempt this feat before you've had your first coffee https://t.co/QUiFormLeI
US Blockade Proves More Theater Than Effective Operation
The US blockade is a sieve. Another Iranian tanker has gotten through If it were one, it would be noise But it seems to be more the signal The blockade is serious theater but not a serious operation https://t.co/Tt24Zz0DYp
Crude Jumps on Unconfirmed Iranian Attack, Shipping Reports Swirl
gm, crude popped this morning on reports that Iran hit a US warship (CENTCOM has since denied) before pulling back Mixed reports of additional Iranian attacks on commercial shipping over past 24 hours, while Trump claims this AM 2 US-flagged ships...
Gas Price Forecast Jumps to $5.40, up $1
Top tick in gas prices this year? $5.40 per @Kalshi ... that's up a buck from the current level https://t.co/6iN7z5X7oB https://t.co/tl2oanX6LG
EU to Allocate 4 Billion Extra Free Carbon Permits
The European Commission is set to propose granting 4 billion more free emission permits to the industries covered by the bloc’s carbon market https://t.co/eHz2P7yFUw
New Guidebook Advances 24/7 Carbon‑Free Energy Globally
A major step forward for #SDG7! I am happy to share the new 24/7 Carbon-Free Energy Compact Guidebook that aims to support a growing global movement working to decarbonize power systems while expanding access to clean, affordable #energy globally. https://t.co/JPsgsz6rJ8 https://t.co/QB4ZBNlbS4
Real Gas Prices Match 30-Year Average After Adjustments
After adjusting for wages and fuel efficiency, gas prices are basically at the 30-year average @dualityresearch https://t.co/Ve6pijIEJ4 https://t.co/oYQQ7QtykW
Slogan “Project Freedom” Lacks Concrete Plan, Keeps Oil Risk High
“Project Freedom” is a slogan, not a plan Typical Trump bullshit to "control the narrative" Without clear rules on mines, insurance, routing, and eligibility, shipowners won’t move. That leaves risk—and escalation—unchanged, with flows still constrained. https://t.co/jD9re7u68d #OilMarkets #Hormuz #IranWar #EnergyIsTheEconomy #Macro
Hormuz Still a Minefield, Not Safely Open
“Extremely hazardous…mines not fully cleared” writes US Navy Translation: Hormuz isn’t open—it’s a minefield Duh #OilMarkets #Hormuz #IranWar #EnergyIsTheEconomy #Macro
Crude Spikes Rare; only 1973 Embargo Sustained Rise
Surges in Crude Typically Their Own Worst Enemy The only period in our database since 1861 that crude oil went up sharply and stayed up was during the first Arab oil embargo in 1973-74, when WTI jumped to about $10 a...
Fuel Prices Rise May 5: Petrol +R3.27, Diesel +R
SABC News has just reported; “that fuel prices will increase this Wednesday, the of 5th May. The Petrol price will go up by R3.27 per litre and diesel by R6.19 per litre.
US Escort Plan Aims to Cap Oil Price Spikes
The real intent of the U.S. escort plan is to limit the upside tail risk on oil prices, says @anasalhajji Signaling that some ships will move reduces the worst-cases scenario probability Not reopening Hormuz. Not restoring flows. Just trying to keep prices from...
Ceasefire Risk Drives Oil Surge, Boosts Dollar
US-Iran Ceasefire at Risk: Oil Pulls Rates Higher: The US dollar recovered in late turnover ahead of the weekend and has extended its recovery today in holiday-thin trading. Japan, China, and UK markets are closed. The ceasefire in the US-Iran...
LFP Goes Positive by 2037; 2026 Cohorts Yield Value
Our latest research published: LFP turns positive around 2037, 2026 cohorts produce net positive lifetime value — and today's contracts are pricing neither. https://t.co/dhmmBAWQyV
Hormuz Closure Triggers Global Trade Shifts and Fertilizer Push
The Strait of Hormuz has been closed for 65 days. At around 90 days, the shock turns global. Structural adjustments are on the way: trade routes are shifting, stockpiling is rising, and nations are boosting efforts to produce fertilizer domestically....
Trump Triggers Iran’s Hormuz Closure Strategy, Prolonged Energy Disruption
Trump has put his foot in an iranian bear trap.🐻🇮🇷 They were always going to close the Strait of Hormuz. This was never a side development. It was central to the strategy. Because the objective isn’t just confrontation - it’s disruption: energy flows, shipping routes,...
LNG Exports Hit Two‑year Low as Hormuz Shuts
Global LNG exports continue to contract due to the Hormuz closure 🚢 ⚠️ Shipments declined to about 33 million tons, the lowest level since May 2024, according to ship-tracking data (Still, the lost volumes were partially replaced with new output from...
Brent Holds Above $108 as US Clears StraitBrent Holds Above $108 as US Clears Strait
"Brent was little changed above $108 a barrel, after falling as much as 2.4% at the open, while West Texas Intermediate was near $102. Starting from Monday, the US move was meant to enable vessels that have been stranded by...
We Need Diesel, Not Barrels; U.S. Crude Falls Short
The reality is, nobody “needs oil” @acidiclemon2 I don’t know anyone who owns a barrel. What people actually need are products like diesel & jet fuel. And much of U.S. light crude isn’t well suited to produce those at scale. That's what most...
Strait’s On‑and‑off Cycle Sparks Oil Spill Chaos
Oil drops. Strait has opened and closed four times in two weeks. Does maritime hear the Looney Tunes song?
Iran Weaponizes Hormuz to Disrupt Oil, Raise Prices
Tanker in Strait of Hormuz hit by "unknown projectiles" Doesn't matter if it happened or not This is IRGC's MO & strategy You don’t shut Hormuz. You make it uninsurable. Flows slow. Prices rise. Control achieved. #OilMarkets #Hormuz #IranWar #EnergyIsTheEconomy #Macro