This Cycle Hinges on Duration, Not Breakout Shocks
Last cycle the market basically instantly unwound on the gasoline breakout + vice versa Very diff situation as it forced the Fed's hand et Having said that was curious the overlay, obv this cycle is more about duration/absolute levels vs say breakout/shock https://t.co/nIr1BgVsKZ
India Faces Imminent Fuel and LPG Price Hikes
🚨 ANOTHER BAD NEWS FOR INDIAN PUBLIC 🚨 Insiders say - Fuel prices are set to rise in India soon. Petrol and diesel will get expensive by ₹4-5 per litre. Domestic LPG prices may go up by ₹50 per cylinder. WAS THE GOVERNMENT...
Falling On‑Water Oil Stocks Threaten Five‑Year Low
The @IEA report Oil Market Report for 14 April highlights the issue of falling stocks on water. Fortunately, inventories are high, but the rate of decline can place these inventories below the levels of the past five years very...
Sky‑High Fuel Prices Accelerate Renewable and Low‑Carbon Shift
A lot of silver-linings happening due to sky-high fossil fuels: renewables will boom, and people are turning to lower carbon-burning modes of travel, as seen below. The energy crisis — which will worsen — is forcing people to turn to...
Oil Crisis Deepens: Shrinking Stocks Guarantee Higher Prices
From the article in The Economist on "The crisis in oil markets will get bigger before it goes away: As stocks dwindle, further price rises are inevitable." #economy #oil #energy #markets @theeconomist
China's 'Teapot' Refineries Aid Iran Amid U.S. Pressure
China’s ‘Teapot’ Refiners, Targeted by U.S., Offer Financial Lifeline to Iran—Sector that once rebelled against Beijing grows into a critical tool for working around sanctions @BrianSpegele https://t.co/kjTCM9IgX4 https://t.co/kjTCM9IgX4
AccelerateEU Supports 200 GW
AccelerateEU backs 200 GW storage goal but omits dedicated mechanism #energysky -- via pv magazine global: https://t.co/NA6DCaupvN
DOE Claims Energy Promises Kept, Reality Questionable
This is the Great Pretending @ericnuttall Straight from the US DOE website “THE STATE OF AMERICAN ENERGY: Promises Made, Promises Kept” “UNLEASHING THE GOLDEN ERA OF ENERGY DOMINANCE AND LOWERING PRICES” https://t.co/9B4TdW5g18
Renewables Surge: Build, Not Talk, Drives Climate Action
Less talking about Climate more Deployment. The era of building solutions is just accelerating . 100% of TWh growth last year was from solar, wind, and nuclear. Battery storage is getting cheap and IEA upped 2030 target from 2TWh...
Oil Markets Are Adaptive, Not Simple Inventory Models
JPM’s point that inventories are thinner than you think is reductive, Captain Obvious nonsense @AlaliQasem @VandanaHari_SG You can’t model oil like a machine because it’s not Oil is a non-linear living system that adapts and self-organizes. You may not like how it...
LG ES on Track for 50 GWh US Storage Capacity
LG ES says manufacturing spend puts company on track for 50GWh+ US ESS production target #energysky -- via Energy Storage News: https://t.co/dKSZHLMEMb
Oil Market Near Cliff Edge, Yet Speculative Panic May Fade
Mostly agree with the cliff edge the oil market is sliding towards, but I hope it is only a short-sighted minority in terms of market players and a brainwashed coterie among speculative traders that are still under what JPM calls...
Atome Launches $665M Green Hydrogen Fertilizer Plant in Paraguay
The Hydrogen Stream: Atome builds $665 million green hydrogen-based fertilizer plant in Paraguay #energysky -- via pv magazine global: https://t.co/iHFcCrmaId
AI Drives Power Surge, Turning Grid Into Efficiency Battlefield
#Technology #Thread #Semiconductor #Manufacturing #AI The Semiconductor AI + The Electric Grid: 1/ - Artificial Intelligence Is Not Just Powering Chips It Is Reshaping The Grid That Powers Semiconductor Fabs And Data Centers. - Rising AI Workloads Plus Advanced Semiconductor Fabs Equal Surging...
Australia’s Green Iron Edge Threatened by Project Delays
“Let’s actually get projects up and running:” Report warns Australia’s green iron edge is at risk #energysky -- via Renew Economy: https://t.co/vlexiZGX0R https://t.co/zv2TAtDucn
India‑sourced Transformers Deliver $500M Sales in 18 Months
We have access to large power transformers that can be delivered within 18 months using supply chains from India. $500m in sales already. https://t.co/sOxvbR0c2F
Strait of Hormuz Closure Cuts 10M Barrels Daily
According to the World Bank’s NEW Commodity Markets Outlook report, the closure of the Strait of Hormuz wiped out around ~10 MILLION BARRELS/DAY of global oil supply. This is the LARGEST DISRUPTION ON RECORD https://t.co/ERT2BN8SaZ
REZ Transmission Route Shortened to Bypass Caves, Hits 50
New changes trim “essential” REZ transmission route to avoid caves – and another 50 landholders #energysky -- via Renew Economy: https://t.co/XIunwJyCGR https://t.co/SL15CiTwLX
Foregone Gulf Oil Costs Exceed $60 Billion
Cost of foregone Gulf oil production alone—not counting LNG, fertilizer, helium supply chain consequences—is currently valued at $60+ billion.
Join Saturday 7 Am Talk on Rising Oil Prices
“Hi, would you be interested in joining us for a conversation about oil prices at 7am Saturday morning?” https://t.co/28SRRhRIua
Indian State Outproduces Denmark, Sweden in Wind Energy
This Indian state produces more #Wind #Energy than Denmark or Sweden. (World Economic Forum) https://t.co/jFwFjbHDrA
France Simplifies Renewable Permits with New Environmental Rules
France streamlines renewables environmental permitting with new provisions #energysky -- via pv magazine global: https://t.co/xkWHyd7R4J
Tesla’s 1888 Rotating‑Field Motor Powers Modern AC
#ThisDayInTechHistory. May 1, 1888. Nikola Tesla patented the rotating field motor. The invention helps create and transmit AC power and today is still a method for generating and distributing AC power. (Science Engineering Technology Simplified) https://t.co/RAJFGMFxRf
Pittsburgh Incubator Launches 291‑kW Solar Project
Pittsburgh energy business incubator ‘flips the switch’ on 291-kW solar project #energysky -- via Solar Power World: https://t.co/1WD3z3ORA8
Spot Oil Prices Outpace Futures as Timing Drives Gap
"WTI and Brent are near $100, but physical crude is way higher." Isn't that just a timing issue? Real-time oil is obviously going to be way more expensive than oil contracts expiring in 1-2 months.
DKEM Seeks Funding to Scale Gigawatt Copper Paste
Chinese PV Industry Brief: DKEM seeks cash injection to scale up gigawatt-level production of copper metallization paste #energysky -- via pv magazine global: https://t.co/nFRo9vUc0J
High LNG Prices Curb China's Imports, Freeing Supply Globally
Zero signal about China here China is a discretionary LNG importer. It can generate with dirtier domestic coal if needed. High prices generally mean lower imports. Helps globally -- China is freeing up LNG for folks...
Crude Prices Surge as Iran War Persists, UAE Exits OPEC
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude prices climb amidst ongoing deadlocked diplomacy, the third month of the Iran War, breaching the billion lost barrel threshold, and the UAE announcing an abrupt departure from OPEC. Summary below, link to full...
Hope Ed Miliband Reconsiders Fracking Benefits
this is a first for me…retweeting @EdwardJDavey because he’s right Next week @Ed_Miliband will hopefully rediscover the benefits of fracking
Hormuz Closure Threatens Solar Aluminium Supply Chain
How the closure of the Strait of Hormuz affects solar aluminium sourcing #energysky -- via pv-tech: https://t.co/NvUU88jGsi
Global Gas Shock Marks Turning Point for EV Adoption
Around the World, High Gas Prices Create "Hinge Moment" for EVs Energy economist Chris Bataille thinks the Iran War/global energy shock is the death knell for gas-powered cars. https://youtu.be/OYirvKvniRo
U.S. Navy Blockade Pushes Iran’s Oil to Sea Storage
US Naval Blockade Squeezes Iran's Oil Exports, Forces Crude Onto Floating Storage. What us the Navy doing if there us no war? https://t.co/IVew9eYx3o
War‑Fueled Oil Surge Boosts Exxon, Chevron Profits
Exxon, Chevron Beat Profit Estimates on War-Driven Oil Rally. Americans paying higher gas prices to feed corporate greed? https://t.co/tsjWhL6DSr
CAISO Launches Extended Day-Ahead Market, Transforming Western Grid
Western grid enters new era as CAISO launches Extended Day-Ahead Market #energysky -- via pv magazine usa: https://t.co/z8UQX9x4Ct
Japanese Team Hits 30.2% Efficiency with All-Perovskite Tandem
Japanese scientists build all-perovskite tandem solar cell with 30.2% efficiency #energysky -- via pv magazine global: https://t.co/b2uWJrAfXm https://t.co/g06VirbJTt
SoCalGas Customers Avoid $266M Hydrogen Pipeline Bill
SoCalGas customers spared paying $266M for hydrogen pipeline project #energysky -- via Canary Media: https://t.co/4ska6Neq1X
Great Lakes Gas Prices Surge to $4.43 Average
$4.43 average gas price right now - massive w/w gains in the Great Lakes.. $1 or more in some spots https://t.co/2ER5bwqoz3
Support for Ukraine Halting Russian Oil Production
If Ukraine manages to completely disrupt Russian oil production and export, I am here for it!
Higher Oil Prices Will Cripple Demand, Stalling Rises
"no, oil prices won't rise because demand will be destroyed due to rising prices.." https://t.co/pBEj3OkRN5
Enerflo Links Solar OS to Solargraf Design Platform
Enerflo integrates residential solar operating system with Solargraf design tool #energysky -- via Solar Power World: https://t.co/UzSoyfOAcM
China's 19 MWh Electric Cargo Ship Completes Trials
A Chinese electric cargo ship with 19 megawatt hours of batteries is completing trials, combining large-scale energy storage and automation. https://t.co/XVKa5z9NcZ
July Brent Prompt Surges $9, Outpacing Weekly Gain
Prompt Brent crude weekly price gain: +$3/bbl July Brent, now the prompt contract weekly gain: +$9/bbl
Saudi Arabia Initiates 12 GWh Battery Storage Qualification Process
Saudi Arabia launches qualification process for 12 GWh of battery storage projects #energysky -- via pv magazine global: https://t.co/oz5GfWaYEc
Battery Landscape Shifts: Unexpected Game-Changing Developments
Batteries: The game has changed – and it’s not what you think #energysky -- via pv magazine usa: https://t.co/SnIwpT12hM
Hydropower Funding Uncertain Amid Trump DOE Decisions
Hydropower is in hot water. Will Trump’s DOE release funding to help? #energysky -- via Canary Media: https://t.co/vtpIzIg8QO
Gasoline Crack Spreads Hit 2022 High Ahead of Summer
US gasoline crack spreads sitting at their highest level since 2022. Brent crude is currently going for ~$107.50 per barrel. New York Harbor gasoline going for $150 per barrel. And summer driving season is about to kick off. https://t.co/nFAPXdyFZx
Government Taxes, Not Wars, Drive Gas Price Spikes
People are well aware that gasoline prices have risen because of America’s war with Iran. But there is another war raising gasoline prices every day, which many people have become accustomed to. That is the war on gasoline, i.e., federal and regional...
Parking Lots: New Solar Hubs Sparing Farmland
Solar Without Sacrificing Farmland: Why Parking Lots May Become the Next Layer of Energy Infrastructure #energysky -- via Solar Power World: https://t.co/G1QK1Byzkj
BIPV Facades' Performance in Enclosure Fire Tests
How BIPV façades behave under enclosure fire conditions #energysky -- via pv magazine global: https://t.co/MokE22nEwJ
First Solar's CuRe Launch Fuels Margin Expansion
First Solar reaffirms 2026 guidance as CuRe launch and record India sales drive Q1 margin expansion #energysky -- via pv magazine usa: https://t.co/DfMR1ukrDi