NYC Aims for 47% Clean Power by 2027
The Indian Point nuclear power plant used to provide 20% of NYC's electricity. When the plant was closed in 2020 the gap was filled mostly with fracked gas. We are now finally back to 20% of our supply coming from renewable sources. And there's some good news on the horizon (despite Trump's best efforts): a major hydropower transmission line from Quebec is opening by the end of this year, and a large wind farm off L.I. is opening in 2027. This will take us to 47% clean electricity.
Iran's Hormuz Fleet Signals Power to Price Disruption
40 IRGC fast attack boats positioned in Hormuz This isn’t about winning at sea—it’s about signaling control over risk. It raises insurance, slows traffic, and reinforces Iran’s ability to price disruption at a chokepoint the world can’t bypass. #OilMarkets #Hormuz #IranWar #EnergyIsTheEconomy #Macro
Large Batteries Break Charging Records Amid Stable Prices
Big batteries set new charging records, despite lack of price volatility #energysky -- via Renew Economy: https://t.co/hhpCbqgolo https://t.co/TPq1kQXlM2
Nuclear Sector Excels at Early Community Outreach
The nuclear industry is better at going in early and answering community questions (at least most folks not named Fermi) https://t.co/ENfsStaNs5
US Escorts Turn Hormuz Into Managed War Zone
US Hormuz Escort Plan Most likely: Escorts begin Iran tests but avoids decisive escalation The US responds selectively No immediate resolution Flows remain impaired, not restored The Strait doesn’t reopen cleanly—it becomes a managed war zone #Oil #Hormuz #Energy #Geopolitics
OAPEC: Distinct From OPEC, Driving Arab Energy Investment
"Far less important" convey the message that they are in the same area or redundant. OAPEC is not "far less important" or redundant with OPEC — they are distinct organizations. While OPEC focuses on crude oil markets and production quotas,...
Consistent Power Mix Cuts Gas, Boosts Renewables
Consistency 98 days (80.3%) so far in 2026 & 32 straight with WWS meeting >100% of demand on the world's 4th-largest economy's main grid for part of the day Fossil gas down 61%, batteries up 325%, solar up 61% in '26 v...
Renewables and Storage Overtake Fossil Fuel Empire
No More Dark Side of the Grid: The fossil fuel empire loses ground to renewables and storage #energysky -- via Renew Economy: https://t.co/80dxf3jJiZ https://t.co/XJEurEWFc9
Stolen Dyness Battery Container Can Be Remotely Disabled
Dyness battery container stolen from BM Energy logistics partner, units to be remotely blocked #energysky -- via pv magazine global: https://t.co/K9P2vEBZUu
Drought Slashes Hoover Dam Power, Raising Regional Costs
Drought driven water cuts are set to reduce Hoover Dam output significantly, forcing utilities to find replacement power amid raising regional costs. https://t.co/eseGHxTzjn
Brent Oil Holds Near Support, Bullish EMA Trend Persists
#BrentOil Comp small Down Candle, arguably a doji and Sideways. Resistance $114.7, $124.5, $133.1. Support $100, $86.1. RSI 62 not high. 13/21 day EMAs Bullish. Up Candle on Weekly. Small Up Candle on monthly but well off the Low.
UAE Exits OPEC and OAPEC, Widening Gulf Rift
On top of leaving OPEC, the UAE has also left the (far less important) OAPEC, the Organization of Arab Petroleum Exporting Countries. The rift between Abu Dhabi and Riyadh/Kuwait City seems to be growing.
Bridger Pipeline's Saskatchewan Route Sparks Local Backlash
He's going to be really upset when he finds out that the proposed Bridger Pipeline goes through Saskatchewan before crossing into the US. All the smartest people. https://t.co/eOKiSNnfh4
Data Centers Accelerate US LDES Commercialization
Data centres’ speed-to-power need driving US LDES commercialisation #energysky -- via Energy Storage News: https://t.co/jiXfGo3MWD
Demand‑Response Ignored While Everyone Bemoans Evening Charging
Messages like this drive me nuts because NOBODY is talking about using demand-response. E.g. by locational marginal pricing. It's all hand wringing and useless television spots about not charging your car in the evening. https://t.co/leajrRdozJ
Sole Middle East Supplier Moves 4‑5 Million Bpd
Well when you’re the only supplier in the Middle East getting 4-5 million bpd out…
Gas‑powered Data Centers Are a Fantasy, Not Reality
The gas bet is “a fairy tale concocted on the back of a napkin.” We will build 50GWs of gas but it will run 100-400 hours a year. Offgrid data centers are a fantasy. Not a single one has worked so far.
Chevron CEO Predicts Persistent High Oil Prices Post‑Hormuz Reopening
Ouch. Chevron boss says high oil prices are not going away when the Strait of Hormuz opens up.
Pipeline Capacity ≠ Market Supply; Montney Gas Can't Fix Full System
You're missing the point again @tonykovacic Those lines are subscribed, not waiting for Montney gas. Pipelines on a map ≠ capacity in the market. Montney gas isn’t a solution if the system is already full. Flows are constrained at the margin. Learn about how...
Hoover Dam's Cheap Power Fuels Southwest's Emerging Society
1949 Hoover Dam documentary extols the prosperity flowing from, and civilization-defining role of, abundant cheap electrical power. "A new society is growing in the southwest." https://t.co/0DbiT2JuMx
AI Tax Should Fund Geothermal Retrofits for Data Centers
The only way to solve this problem is through enhanced geothermal systems like Eavor https://t.co/GJrK8M2Swv A decade of focused effort could result in a turnkey and modular way to scale these up. Then charge a AI power tax on the large...
Iran Leverages Sanctions Relief and Hormuz Threat for Strategic Edge
Iran thinks it holds the upper hand, writes @citrinowicz It aims to reshape the strategic reality going forward Lock in Iran's leverage Sanctions relief, nuclear latency, and Hormuz risk So the next conflict starts from a stronger position. #IranWar #Hormuz #OilMarkets #EnergyIsTheEconomy #Macro #Geopolitics
Japanese Spin‑flip Material Could Triple Solar Panel Efficiency
Japanese scientists create new spin-flip material that could boost solar panel efficiency by up to 130%. https://t.co/ACVjzxCoAA
Meta Secures Early Access to 1 GW Space Solar Power
Meta gains early access to 1 GW of space-based solar power #energysky -- via pv magazine global: https://t.co/LJos9MQZ3m
Germany Replaces Nuclear with Renewables, Cuts Fossil Share
Germany's electricity mix, 2000 vs 2025: Renewables: 6% → 62% Fossil fuels: 62% → 36% Nuclear: 30% → 0% Nuclear's exit was filled by renewables, not coal or gas. Want more of this content + more detail and links to sources? Subscribe to my Substack:...
UAE’s OPEC Exit Threatens Oil Price Collapse, Recession
Think oil prices are too high? Wait til they completely collapse and send us into an oil-based recession. The UAE’s exit from OPEC is very bad news https://t.co/TqXUsn8Djw
US Energy Access Hindered by Canadian Montney Logistics
Wonderful reductionist nonsense @tonykovacic It's a system, not parts like a car engine. You can have all the Montney you like but it's in Canada Getting it to US consuming regions is an expensive, regulatory and decades-long process.
Trina Solar Sets New 28% Silicon Cell Efficiency Record
Trina Solar claims world’s highest efficiency for silicon solar cells with 28.0%-efficient device #energysky -- via pv magazine global: https://t.co/j3A5YwNuet
US Finds Massive Lithium Reserves, Still Needs Processing
China dominates the world's lithium supply. The U.S. just found 328 years' worth in its own backyard Yeah, lithium is not rare, like rare earths. But scaling processing is, and you need an actual battery industry also.... https://t.co/8lbDAr7lMZ
U.S. Natural Gas Growth Peaks in April, Then Falls
U.S. natural gas growth is expected to peak in April It is projected to decline through 2026 and beyond #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/LV8XoIfv25
Domestic Shale Keeps US Gas Cheap; Europe Pays Import Premium
The Shale Revolution gave US producers access to abundant domestic natural gas, which is why America can maintain low natural gas prices even amid Strait of Hormuz disruptions. Europe's natural gas prices, by contrast, are suffering because Europe banned fracking and...
Energy EPS Forecast Jumps 40ppt; Consumers Largely Unaffected
BofA: Energy 2026 EPS growth revised up by >40ppt since Iran conflict began, but minimal cuts to consumer sectors https://t.co/Z0Zyezl5JZ
Foreign Buyers Paying Premium Keeps U.S. Stock Draws Steep
Of course, there is no additional oil, beyond the SPR release—just the rest of the world still willing to pay more than Americans for American barrels, at least for now. So long as that’s true, more steep stock draws cometh. https://t.co/BvLo10lL0S
Tandem Solar Could Extend EV Daily Range by 5 Km
Oxford PV says tandem solar could add up to 5 km to daily EV range #energysky -- via pv magazine global: https://t.co/GlT3EVyIWd
Floating & Mountain Solar Farms Protect China's Farmland
Floating and Mountain Solar Farms Help China Preserve Agricultural Land by @MarchUnofficial #Sustainability #RenewableEnergy #CleanEnergy https://t.co/DdM1VwPM29
Diesel Nears New All‑Time High, Trump May Trigger
If diesel rises another 17 cents, it will pass its all-time high. They said it couldn't be done, but Trump might do it https://t.co/BZjCIh8l7U
Aramco May Push OSP Release to June 7‑8
The V7, the group of 7 in OPEC+ will meet on June 7. Historically, they met earlier than the 5th of each month and Aramco issues its OSPs on the 5th. Reason? Two meetings are scheduled that day:...
Norway’s Near‑Total EV Adoption Driven by Policy, Not Oil
Almost 100% of new cars sold in Norway last year were electric. Not just because of oil wealth. Because of carbon taxes, EV incentives, and thirty years of consistent policy. New newsletter: Norway: The World's Most Instructive Energy Paradox https://t.co/C28R4nPhww https://t.co/ob3Qw4x01u
V7 Lifts OPEC+ Output Ceiling by 188,000 Bpd
OPEC+ group of 7, which I call now "V7," decided to increase production ceiling by 188 kb/d. Link: https://t.co/ENROe7PQye https://t.co/5nt5jnaFhJ
High‑grade Uranium Deposit, but Not a Immediate Buy
IsoEnergy’s Hurricane deposit has world-class uranium grade, but that doesn’t mean it’s a buy now. The development timeline is long—first production likely late this decade or early next. High-grade ore won’t fix delayed cash flows or dilution risks. Uranium
Indonesia Dreams of Nuclear Power, Showcases Reactor Replica
Indonesia doesn’t have a nuclear power plant … but it wants one someday. I visited their state-run utility’s energy museum today, and there was a big replica of a pressurised water reactor in the middle 🇮🇩 🤝 ☢️ https://t.co/6OMQ57QgBk
Clean Energy Shift Accelerates for Some, Stalls for Others
Clean energy progress isn’t evenly distributed. Since 2015, countries like the UK, Germany, and Japan have made the biggest gains with the UK leading among major economies. France stands out differently: not for rapid change, but for already having a 90%+ clean electricity...
Solar, Batteries, EVs Disrupt Fossil Markets, Boost Security
Solar is eating the gas market. Batteries are eating the night and EVs are eating the oil market. Anytime Solar is here, providing national security and AI sovereignty Ep 101 of the Angry Clean Energy Guy podcast is out (Cartoon by Joel...
Solar Lobby Claims Replace Fossils but Still Depends on Them
The Solar Energy Industries Assn is a lobby group, not analysis @Ab_1_1_1_1 Capital ≠ energy Solar scales on the same fossil system it claims to replace. I'm an energy expert. You're not. I'm not going to debate with energy blind wishful thinking...
NG Projects Likely Built as Limited‑Hours Peakers
None of the NG projects will be built without an offtake. I suspect that many of those project will be built as peakers for 100-400 hours a year.
Jet Engines Power AI Data Centers, Sparking VC Frenzy
Take their jet engines, use them to generate electricity for data centers, get $Bs in contracts. VCs are so excited about turbines.
Japan's Crude Shortage Forces Rare Mexican Purchases
Japan needs Canadian crude oil, but can’t get it. Why? There’s no additional export capacity. That’s why Japan is making rare purchases of crude from Mexico.
UK Startup Unveils Integrated Water‑Cylinder Heat Pump Prototype
UK startup showcases all-in-one water cylinder heat pump prototype #energysky -- via pv magazine global: https://t.co/3rKaaFmlzs
Electrify Everything: India's Shield Against Global Risks
🇮🇳I would take him seriously only if his group repays the direct and indirect subsidies received from governments inside and outside India. He appears to be talking his own book India's Best Defence Against Global Risks Is To Electrify Everything," Says...
Chinese Team Achieves 25.2% Efficiency with Silver‑free Solar Cell
Chinese scientists build silver-free heterojunction solar cell with 25.2% efficiency #energysky -- via pv magazine global: https://t.co/XVQ9xa1bfY