Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
2026 Pump-Then-Dump Risks in Both Gold and Crude - Gold's big green 2026 annual candle to its Jan. 29 high of $5,595 an ounce risks turning red by year-end -- particularly if the Strait of Hormuz is secured -- with similar headwinds for crude oil. The store of value may have gone up too much, shifting to a speculative risk asset, as evidenced by 180-day volatility surging to 2.4x that of the S&P 500 -- the greatest disparity since 2007. My graphic suggests similar peak inklings for Brent crude at about a 37% premium to its five-year average on March 27 -- the most on a year-end basis, also since 2007. Elements of 9/11, 2008 and 2022 appear at play in 2026, and gold's greatest stretch vs. its five-year mean at the end of 2025 since 1980 leaves the metal vulnerable. The Iran war may be a worthy catalyst for surging gold and crude oil volatility to spill over into equities. Full report on the Bloomberg here: https://t.co/G1fk7E50qf {BI COMD} #gold #crudeoil #stockmarket @BBGIntelligence
Post-2010 data oil shocks were handled better than pre-2010 oil shocks, but duration is key here at this stage, with job growth at the 21st-century lows https://t.co/FndShr2Oi6
Diesel: $3.89 → $5.37/gal. Every truck. Every delivery. Every shelf. The inflation pipeline hasn't fully hit yet. Freight costs are the slow burn that shows up 60-90 days later. You haven't felt this yet. You will. $XLE $IYT https://t.co/OaV580UlNv
Correct. In the mid-2000s, FERC was full of applications to build LNG import terminals. In that world, global gas shocks like 2022 and today would cause US prices to spike, but today the U.S. is largely insulated.
The real breakthrough we need isn’t fusion. Europe needs to do 4 things at once: - Use less material per unit of prosperity (Negabarrels) - Electrify everything possible - Overbuild cheap energy - Treat supply chains like national security
How high will WTI oil get by the end of the year? @kalshi market says $139 https://t.co/d9FiMu2DQS https://t.co/2ac3ey45Us
Even ships Iran says are “safe” won’t risk Hormuz. 2 Chinese ships turned back despite permission Permission isn’t safety. Risk still rules Hormuz. #Hormuz #Oil #Shipping #EnergyCrisis https://t.co/yEI8Ew9SQw
Generac $GNRC investor day had some pretty frightening commentary on power costs and how it will impact consumer/business budgets Power costs are going to double, more than double in the next decade.
Switzerland Turns Railways into Power Plants with Solar Panels Along Train Tracks by @Khulood_Almani #Innovation #Sustainability #CleanEnergy #Technology https://t.co/BMR2AUbkUf
Australia LNG offline for weeks. Half its exports hit. This market has no buffer left. https://t.co/wV9mseaJW8 #LNG #EnergyCrisis #Oil #Geopolitics
This is the advantage of having the conflict on your home turf and close targets. How does Brent not go above 125 and stay higher for longer if this escalates? https://t.co/gDEQNzeiGJ
Thanks to some well timed energy-transition bets, a number of private capital funds are managing to defy the latest wave of headline-grabbing markdowns. https://t.co/x1WnlEHo5F
Japan is switching naphtha imports from the Middle East to other countries, says Prime Minister Takaichi 🇯🇵 ⛽️ Japan relies on the Mid East for >70% of naphtha imports, and has 20 days of stockpiles Shortages threaten supply of petrochemicals, plastics,...
I think a lot of people overlook that NEOM is as much a strategic play on future green steel production as it is a weird futuristic city. Also, Saudi is via the project positioning itself to be - in the...
I'm starting a new weekly video every Saturday morning on markets and macro. The first episode was yesterday. I discussed why upside to oil is limited even if we embargo Iranian oil. Brent at $115 already prices significant disruption. You...
Smart take from @HolaPrimeTrade on the Hormuz situation 🎯 When key chokepoints get threatened, commodity traders need to be ready. Oil volatility = opportunity for those positioned right. Check https://t.co/pKoy2KGz8x for firms with the best energy trading conditions 🛢️⚡
Fraunhofer CSP warns some cleaning agents may reduce PV module performance by up to 5.6% #energysky -- via pv magazine global: https://t.co/yfOWVCOjSx https://t.co/PM69r9Hgdg
⭕️For now, whatever your estimates of global oil consumption growth for 2026, subtract about 300 kb/d from it. This number will change as we move forward.
I support an embargo of Iranian oil. The reason is Russia. We never embargoed Russia. If we had, there's a good chance it wouldn't still be wreaking havoc in Ukraine. You just can't allow the life blood of these regimes...
PHOTO(S) OF THE DAY: Oil loadings across the Arabian Sea, Persian Gulf, and Red Sea during the US-Iran war. From top left clockwise: Fujairah single point mooring (March 28); Kharg island (March 27); Yanbu (March 24); and Al Muajjiz (March...
There's lots of misinformation at the moment, including the idea that big Gulf countries like Saudi Arabia are having to sell gold. Saudi Arabia's revenues from oil exports are actually up, because the rise in oil prices more than offsets...
Energy security, LNG flows, and rising power demand are back at the center of the global conversation — and for good reason. The challenge today is no longer just about having enough energy, but about building systems that are reliable, affordable,...
$3620/kW for a massive new gas power complex. Combined cycle power plants are apparently now are 3.5x more expensive than they were just a few years ago, even when building multiple at one site (with govt backing). Rethink the idea...
As the outbreak of a regional war disrupts global energy markets for the second time in four years, oil & gas importing countries will be motivated to find alternatives; coal, nuclear, renewables and EVs alike, as @bradplumer & Rebecca Elliott...
Why is the rush into renewable energy not lowering our bills? - The Times and The Sunday Times https://t.co/br5e33MMO9
Gas-fired generation will be squeezed by LNG shortfall Global gas-fired electricity generation is likely to be among the hardest hit sectors following the closure of the Strait of Hormuz and the loss of production as a result of damage to two...
Latest instalment in the “Miliband is a moron” series Britain’s gas imports to be cut despite energy security threat https://t.co/EsJkZMM8LL
Pre-war Strait of Hormuz flow (crude + products): ~20m b/d. My updated flow assumptions: Iran: ~1.5m b/d (SoH) UAE: ~1.0m b/d (Fujairah above pre-war) KSA: ~5.0m b/d (Yanbu above pre-war) Plus ~1.0m b/d (Non-Iranian SoH tankers) Plus >2.0m...
Looks like next week is heading towards the bear case scenario I highlighted in my weekly report. Bear case (35% probability): The April 6 deadline produces strikes on Iranian energy infrastructure. Iran retaliates against Saudi or UAE oil facilities. Brent breaks...
People now just realising petrol / oil pricing is another extractive government scheme. And they have no plan to cut duty because this ‘crisis’ is far too profitable. Fortunately I only have to drive to see clients occasionally but small...
Taking stock 1 month into oil market madness: The stress is in refined products. Diesel Price topping $8 in California is picture perfect 👌
Navigating the High-Stakes World of Critical Infrastructure & Asset Management with Quarterbac "A persistent headache for leaders of utility or transport orgs is the gap between a shiny ten-year strategy & the reality of what happens at the coal face." https://t.co/yQIc5EL8eD
SiteCapture launches AI tool to automate solar field documentation #energysky -- via pv magazine global: https://t.co/Dx7Xtzh9QF
There are no analogues for this energy crisis @MarkHarvey84112 We can only imagine probability distributions & none of them are good I agree with the "think positive part" "Il faut cultiver notre jardin" --Voltaire https://t.co/x0jQ7eaPeA
The upside to Japan’s risk aversion – ample petroleum reserves The Yen has weakened against the US$ since the Iran war drove the oil price higher, but so too has the AU$. Japan imports most of its energy needs, so a...
Form Energy signs 12GWh agreement to supply multi-day iron-air batteries to new US AI data centres #energysky -- via Energy Storage News: https://t.co/CbNoEqSs6H
Across Asia there's barely a country untouched by a severe energy crisis Expensive fuel means expensive food "In a region where millions already live in or close to poverty, we may yet only have a glimpse of how bad things can get."
Entso-E report finds systemic failures behind 2025 Iberian blackout #energysky -- via pv magazine global: https://t.co/n1D5aucAO7
Oil started it. The Fed can't finish it. And two other headwinds that have nothing to do with Iran Full breakdown in new report 👇 https://www.kurtaltrichter.com/p/iran-is-one-problem-this-market-has
Why BESS insurers are sweating transformers and contractor errors over battery fires #energysky -- via pv magazine global: https://t.co/qk5y3I0eVO
The Future of #EV Charging: Seamless, Wireless, and Beautifully Integrated Energy by @gigadgets_ #Innovation #ElectricVehicles #Sustainability #Technology https://t.co/Vv3Q9U169E
FEDWATCH: “.. the Houthis have entered the conflict by launching ballistic missile attacks ..; their next move could be targeting vessels in the Strait of Bab el Mandeb into the Red Sea .. The oil market, rightfully, is sensing that...
Akuo building 80MW/220MWh Portugal BESS for 2027 completion #energysky -- via Energy Storage News: https://t.co/gMyF7TBo15
guy in the future: “So, how serious is this, on a scale of just noise to that time the Strait of Hormuz got closed?”
I completely understand why grid operators want datacenters to operate flexibly. BUT....their use of each MWh is very valuable (well, at least I hope it's valuable someday). So shouldn't we be looking for flexibility from less-valuable uses of electricity...
Iberdrola Australia’s 360MWh Broadsound BESS begins commissioning in Queensland #energysky -- via Energy Storage News: https://t.co/G6a89unsaA
China's cleantech exports are surging. A couple observations: 1. All of this is from before the US invasion of Iran and current oil price spike. We should expect these numbers to keep growing, especially EVs. 2. US tariffs haven't stopped China's...
#ThisDayInTechHistory. March 28, 1979. The Three Mile Island Nuclear Generating Station reactor accident began at 4 am releasing radioactive gases and radioactive iodine into the #Environment. (NY Times) #JVGpost https://t.co/fyt34fTUCa
Pretty wild how WTI crude oil averaged $90-$100 from late 2010 to late 2014.. and everyone just assumed that was normal. Total freakout today... (even with significantly higher average and median hourly earnings) https://t.co/L6XCC4Wf8y
Gas prices steady under $4, but I think the average will jump quickly to $4.20 by mid next week @gasbuddy @gasbuddyguy https://t.co/AWxp7hHZsD
