China Openly Defies US Sanctions on Iranian Oil
China just drew a line. Blocked U.S. sanctions on teapots buying Iranian oil—and said “we’re not complying.” This isn’t evasion anymore. It’s defiance. #Oil #China #Iran #Sanctions #Geopolitics https://t.co/o4XeTSNbjb
Trump's Hormuz Blockade Halts Kuwait's Oil Sales
Thanks to the Trump Administration’s blockade of the Strait of Hormuz, KUWAIT CANNOT SELL OIL. https://t.co/p41AG1m4AD
Solar Farms Raise Temperatures in Semi‑arid Areas
Two-year testing shows how PV plants increase local temperatures in semi-arid regions #energysky -- via pv magazine global: https://t.co/iVnfR7sQ7t
Libya's Oil Revenues Triple, Currency Gains 34% Amid Iran War
Since the start of the Iran war, Libya’s oil revenues have nearly TRIPLED, from $1 billion in February to $2.9 billion in April. Not surprisingly, in the Feb-April period, the Libyan dinar has appreciated by 34% vs. the USD. LIBYA = ONE...
EU Advances Over 1 GWh Battery Storage Projects
1GWh+ of BESS progressed across EU by re:cap, Flower, Goldbeck, Tavion, LONGi, Teos and SPP #energysky -- via Energy Storage News: https://t.co/B4ujqp0uuG
Trump Approved only 2,000 Feet; States Handle Rest
Reminder: the pipeline approval for Bridger / KXL 3.0 granted by President Trump this week was for 2000 feet of pipeline. The balance of approvals must come from state regulators. US pipeline regulations differ from those in Canada. https://t.co/ItvHV3H1Vt
NZ Grid Faces Energy Shortfall by Early 2030s
New Zealand’s grid operator finds emerging energy gap in early 2030s #energysky -- via pv magazine global: https://t.co/krtZ2U13qx
Desalination Needs Nuclear Power; San Diego Lacks It
Desalination is extremely energy intensive and is best paired with something like a nuclear plant, which San Diego closed. (They are popular in the Middle East due to ready access to cheap LNG)
Secretary Duffy Ignorant of Iran War, Jet Fuel Surge
Secretary Duffy probably doesn't know about the war in Iran and soaring jet fuel prices.
Parking Lot Solar Should Earn Property Tax Breaks
Solar in parking lots is a win-win-win situation that is so obvious. In fact, I think they should get reduced/exempt property taxes if they install panels that connect to the grid.
Chinese Solar Exports Jump 125% Driven by Policy Rush
Chinese solar exports surge 125% on policy change rush, not underlying demand acceleration #energysky -- via pv magazine global: https://t.co/PP9hio1bem
Australia, India, Japan, Philippines Lead APAC Battery Storage Surge
Australia, India, Japan, Philippines drive APAC battery storage shift #energysky -- via Energy Storage News: https://t.co/tkx1ng7dEX
Spare Capacity only Matters when Instantly Available, Says Energy Expert
Spare capacity is meaningless if it's not available on demand--and it never has been @m_schouten Remember the Ukraine War? Biden got major heat for using SPR. He did it because OPEC couldn't deliver. I'm getting weary of dealing with the bullshit...
Historic Tennessee Farm Halts TVA Line with Celebrity Support
A Revolutionary War era farm in Tennessee blocked TVA's power line using social media, petitions, and help from country star John Rich. https://t.co/paP4pkRuYD
Cut Large‑Cap Oil Exposure Amid Market Rout
MOEX flat as Brent -5.1% and gold up; RUB steady. LUKOIL -4.9% led declines; PhosAgro/Magnit outperformed. Risk: oil rout pressures energy. Insight: reduce exposure to large-cap oil names. 🛢️ — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Hormuz Closure Drives Further Oil Price Spikes
My take on oil price spikes with @MarioNawfal : "On March 29th, I predicted that we would have a spike in the price of oil at the end of April, and we did. If Hormuz stays shut for much longer, more...
U.S. Shifted From Energy Pillar to Global Instability
Good diagnosis, wrong conclusion. @gbrew24 is right that America turned from bulwark of the global energy system into its biggest source of instability. But mourning the Carter Doctrine misses what actually happened in the meantime. 🧵
Focus on Physical Strain, Not Financial Conspiracy
Wrong level of analysis @Lucaswb8928 This is a physical system under strain, not a financial conspiracy. You’re obsessing over a science project while the science building is collapsing. Follow the barrels. #OilMarkets #EnergyIsTheEconomy #Macro #Commodities
77% Blame Trump for Gas Price Surge, Reject His Claim
According to CNN, 77% of Americans blame Trump for the SURGE in US gas prices. TRUMP IS TRYING TO ARGUE THAT GAS PRICES ARE LOWER NOW THAN WHEN THE US-ISRAELI WAR ON IRAN STARTED. Americans clearly know that this is NONSENSE. https://t.co/Cn5er0GOt5
Exported Cells and Wafers Are Real Hardware, Not Narrative
Exported cells & wafers are exported hardware @m_schouten Look at the data instead of the narrative #Solar #EnergyTransition #China #TradeFlows #Commodities #EnergyReality #Macro #DataVsNarrative https://t.co/bWOZGw7HIG
Ignore Spare Capacity; Market Already Lost a Billion Barrels
Why obsess over “spare capacity” when the market has already lost ~1 billion barrels since the Iran war @m_schouten ? You’re treating a hangnail while the system is bleeding out. https://t.co/Ch2wZqDzda
Pakistan Eliminates Licensing Fees for Small PV Systems
Pakistan plans to scrap licensing fee for PV systems up to 25 kW #energysky -- via pv magazine global: https://t.co/QhufLsMpEx
China's Solar Export Boom Reflects Trade, Not Transformation
China solar exports surged, says @captsingh The surge is real—but it’s mostly trade flow, not system transformation. “Solar exports” bundles panels, cells, and components, and high % growth off small bases exaggerates the story. What’s being shipped is not the same as...
DOE Chief Urges Faster U.S. Project Approvals
US administration ‘must make it easier to get things built,’ DOE chief of staff says #energysky -- via Energy Storage News: https://t.co/8GzwRZKduC
Molecules Store Long-Term Energy in Internal States
🧪⚛️It's worth remembering that energy can be stored for the long term in the *internal* states of molecules. Here's a discussion of an old example and recent one from an article in Science last week. https://t.co/CNMCKBJ4EI
Trump's Strike on Iran Oil Could Cripple Global Supply
Targeting Iran’s oil infrastructure could be Trump's decisive move, writes @HolmanJenkins Losing that supply is a structural hit to a tight global system with lasting fallout. https://t.co/nRhyrPO9q8 #OilMarkets #IranWar #EnergyIsTheEconomy #Macro #Commodities
Ethiopia Surpasses Europe: 60% New Cars Are Electric
In 2024, more than 60% of new cars sold in Ethiopia were fully electric. That’s not a typo. Ethiopia is one of the world’s least motorised countries. It now ranks alongside global EV leaders by share of new car sales. Ahead...
U.S. Steel Supply Chain: Cleveland Cliffs Dominates Specialty Steel
The Frontier Map substack has a lot of great stuff on infrastructure, such as this post on 'the steel that runs the grid'. Cleveland Cliffs is the sole domestic supplier of the specialty steel; Hitachi, Vernova, and Siemens make...
Solar, Wind Surge Cuts India's 2025 Fossil Output 3.3%
Record solar, wind surge drives 3.3% drop in India’s fossil generation in 2025 #energysky -- via pv magazine global: https://t.co/s9it9U9FSC https://t.co/VqcgeSrVRf
China Blocks US Sanctions on Five Iranian‑oil Firms
The Ministry of Commerce issued Announcement No. 21 of 2026, announcing a blocking order against the United States' sanctions on five Chinese companies related to Iranian oil. https://t.co/xIHxp0dzEa
Clean Energy Needs Thousands of Midsize Firms, Not Giants
Clean energy won't be won by 5 giants. It'll take a million companies doing $10M/year — or 100,000 doing $100M — to hit trillion-dollar scale. That's exactly how we got here. https://t.co/rdA6J5tqgJ
US Announces Preliminary Anti-Dumping Duties on Solar Imports
U.S. government sets preliminary anti-dumping duties on solar imports from India, Indonesia, and Laos #energysky -- via pv magazine global: https://t.co/s1Ki33oLMF
Brent Climbs to $108.17, Monday May See Drop
Brent futures price rose $2.82 from $105.33 to $108.17 week ending May 1 Downward price pressure is likely on Monday based on 12-month spreads #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/rTch11BKet
Matrix Renewables, BW ESS Lock Financing for 2.2 GWh UK BESS
Matrix Renewables, BW ESS secure finance and offtake for over 2.2GWh of UK BESS #energysky -- via Energy Storage News: https://t.co/DiGtBDgnSo
US Still Reliant on Persian Gulf Oil and Resources
Tell me again how the Persian Gulf does not impact the US? 8% of our oil imports (approx 250M bbls) comes through the Strait of Hormuz. The world is pulling WTI crude out of the US at record levels, along with refined...
India's Ethanol Push Drains Water, Worsens Crisis
10,000 litres water for one litre of ethanol: India's fuel push to worsen water crisis.
Iran's Oil Cuts Aren't Catastrophic, Past Cuts Proved It
The level of nonsense about Iran’s oil production in the media and social media is insane. Ok, they cut production. So What? They’ve cut production by over 50% before — fields stayed fine, system didn’t collapse. https://t.co/VG4B5bTmNy
US Sanctions Iran-China Pipeline, Russia Gets Lenient Pass
U.S. Targets Iran–China Oil Pipeline in Dual Sanctions Move on Shipping and Finance. While Russia skates along with US sanctions lifted. Why is Iran’s ally, Russia, treated so nicely? As Trump-Xi meeting nears. https://t.co/prTIHc6vM2
Croatia Data Centre Powered Entirely by BTM Solar, Batteries
US investors’ €50 billion hyperscaler data centre in Croatia will be ‘fully supplied’ by BTM solar and batteries #energysky -- via Energy Storage News: https://t.co/oMtM3Fq8R2
Human‑Guided AI + Digital Twin Boosts Reactor Safety
A human-guided AI system integrated with a digital twin framework offers nuclear engineers real-time monitoring and advisory control, enhancing safety, trust, and adaptability in advanced reactor operations. nuclearengineering
Wind and Solar Power Enable True Energy Independence
“Energy independence” has been conservative gospel for 40 years. Wind farms and rooftop solar panels refuel Electric Vehicles without going through the Strait of Hormuz. Say it louder.
U.S. Retail Electricity Prices Surge Ahead of CPI
American retail electricity prices are running very far ahead of CPI - striking report by Grace Fan featured on today's Chartbook Top Links in the comment below. https://t.co/JRfEtYTzPA
Rising Fuel Costs Threaten Spirit's Low‑cost Flights
You wonder what happened to Spirit Airlines? Kerosene prices doubled in the past 3 months… now poor and middle class Americans lost their low cost flight options. https://t.co/eKxpFeDYms
US Blockade Stalls Iran, Keeps Oil Prices Stable
Iran's most potent weapon is to cause an uncontrolled rise in oil prices and panic in global financial markets. It hasn't been able to do that, even though the US blockade of Iranian oil is now 3 weeks old. That's...
Solar's Dark Side: Bad Siting Harms Land and Farmers
Solar is not inherently good simply because it is renewable. Poorly sited utility-scale projects can fragment habitats, displace productive farmland, inflate lease terms that farmers do not fully understand, and replicate the same predatory practices long associated with oil and...
Oil Retraces 78% of Decline, Iran Drives May Outlook
$USOIL - At the intra week high crude oil retraced 78.6% of the decline from the March high to the April low but closed the week at 102.49. The price of oil in May will keep being determined solely by...
Norway's Green Image Masks Massive Fossil Fuel Exports
Norway: close to 100% EV share. Near-zero carbon grid. Heat pumps everywhere. Also Norway: still exporting 2 million barrels of oil a day & gas exports have more than doubled since 2000. This chart shows the contradiction. Newsletter dropping soon 👇 https://t.co/nBMZPS4HTp...
Robots Accelerate Solar Panel Installation, Boost Safety
#Robots Take Over Solar Panel Installation for Faster, Safer Deployment by @lukas_m_ziegler Robotics #ArtificialIntelligence #MI #ML #Tech #Innovation https://t.co/WxnNRgVW0E
IEA and Turkey Forge Partnership Ahead of COP31
Warm & constructive meeting with Türkiye's Minister of Environment, Urbanisation & Climate Change and #COP31 President Murat Kurum (@murat_kurum) ahead of our joint High-Level Dialogue We discussed how @IEA can work in close partnership with 🇹🇷 in the run-up to COP31 in...
Wind and Solar Slash EU Power Prices by 24%
The data is in. Between 2023-2025, wind and solar slashed EU wholesale power prices by 24.2% on average. In Spain, the cut was nearly 40% This isn't a forecast, it already happened Renewables are the only cure for gas price insanity https://t.co/g6plOs37y2