Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The grid has wasted $70 billion in clean energy over five years. This is not an issue with power generation. It’s congestion. @8eanmurray at @fuseenergy is building a crypto-incentivized network to solve it, backed by an SEC no-action letter and 250,000 customers. See the full conversation with @Steven_Ehrlich on @bitsandbips Timestamps: 🏭 04:00: Forget oil: why natural gas is the hidden hand that sets your electricity bill 🌍 08:29: How oil prices spiking due to the war are affecting the cost of energy, food, devices and more 📉 12:39: How Fuze hedges energy prices and trading 📊 17:28: The high cost for Fuze to trade in this volatile environment and how it compares to hedging with Hyperliquid 🔌 23:30 How the upcoming Fuze token is aimed at the fact that Edison-era grids can't handle AI-era demand 🪙 33:21: The Energy Dollar: earn tokens when your EV charger helps the grid, burn them for thousands off a solar install 📜 36:54: Inside Fuze's SEC no-action letter: why the commission cared about consumptive burns, not exchange listings
Safety by Design: Scaling solar and storage in Australia with prefabricated EBOS #energysky -- via Renew Economy: https://t.co/iqwB1jk9tY https://t.co/tMoCWWh6vE
New Hampshire is a net exporter of power because of Seabrook. Let’s bet that NH won’t be announcing a new Nuclear plant reaching FID by 2028.
New Zealand port demonstrates battery storage potential amid complex tariff landscape #energysky -- via Energy Storage News: https://t.co/BgKIOSa08H
Markets are disconnected from the physical reality of the Iran War energy crisis, writes @Nadav_Eyal Oil is not clearing but markets are being held together by misleading narratives Once reality is understood, markets will panic.
Opening the Strait of Hormuz is not America's problem, says Marco Rubio "The countries that are most impacted by that should be willing to do something about it." "We'll help you." "We're impacted by it a little bit, but the rest of the...
Japan sets FIT terms for small PV, rooftop solar as large-scale auctions end #energysky -- via pv magazine global: https://t.co/sWvbN6gXlR
#Autonomous Solar Panel Cleaning #Robots Work Without Human Workers by @XueJia24682 #Robotics #Innovation #EmergingTech #TechForGood #Technology https://t.co/CMoSpuWiQu
New at THE OVERSHOOT: Russia's Iran War Windfall in Perspective https://t.co/YgLaalkQxU As long as financial sanctions and export controls remain in place, the aggressor's gains from higher oil and gas prices will be limited. https://t.co/MWwrDIs9pR
When can we expect the price at the pump to come down in a meaningful way? #canada🇨🇦 #canada #energy #oil
A billion-dollar industry: inside the growing solar panel recycling sector in the US #energysky -- via pv-tech: https://t.co/1cYAAUVO6h
A quasi-liquid layer at the surface of clathrate hydrates accelerates their growth by enhancing CO2 mobility, offering new insights for applications in gas storage, desalination, and carbon containment. materialsengineering
Panasonic claims world’s first trial of cybersecurity monitoring for grid-scale BESS #energysky -- via pv magazine global: https://t.co/BPgKqiFdUD
I made a thing: https://t.co/uFVjRvBFVv By which I mean I told Claude to make a thing. The economics of heat pumps are very challenging in a country that has cheap gas and where policy makers load retail electricity rates with a whole...
Per @grok If 2026 plays out like the 1970s oil shock (Nixon Pres): Stocks: S&P crashes another 40%+ (total ~45-50% drawdown) Oil: $150–$200+/bbl as Hormuz pain drags Rates: Fed funds rips to double digits (teens possible)
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude prices rose modestly on the week after recovering from a Trump jawbone-driven rout on Monday given no real resolution to the Hormuz stoppage, and term structure keeps getting tighter. Summary below, link to...
Japan finances 130 MW solar project in Tunisia #energysky -- via pv magazine global: https://t.co/G4FPMmp1cp
Australia has already passed gas – the market is just updating its paperwork #energysky -- via Renew Economy: https://t.co/m8gjoMoMXz https://t.co/85gtKD6xHy
Iran is processing ships at the Imam Khomeini port, located in Khuzestan at the northernmost extreme of the Gulf, near Kharg Island. So, for ships seeking passage approval from Iran, they have to sail all the way to the northern end...
The 2020s is the decade of fossil energy disruptions. The US/Israel war on Iran compared to Russia’s invasion of Ukraine. No contest.
The Trump administration is talking with some offshore wind developers about buying back the leases they purchased from the federal government years ago to develop energy projects along the US coast https://t.co/w6VR2H3AC3
Solar and wind are making remarkable progress. The day/night cycle will be solved by current economic battery trends. The real long term challenge has always been winter: Those dark winter days or weeks when the wind also fails. For that...
French energy giant TotalEnergies says it will no longer aim to reach net zero emission targets by 2050 https://t.co/oJaqzNTGaQ
China has been planning for over a decade to be cut off from global energy resources. Sustainable Energy is National Defense
Australia faces a massive gasoline and diesel shortage, which is a travesty of its own making. NIMBYism and zero carbon policies are killing first world economies https://t.co/zOWEhNZ4qm
“We had to wait for the grass to grow:” How an Abbott-inspired community solar farm finally got built #energysky -- via Renew Economy: https://t.co/FyMlwewTJL https://t.co/KsrPUKRTPP
Among other notable price moves today, WTI oil is trading around $100 a barrel. #economy #matkets #oil #energy
The Oil Industry Will Never Be the Same #energysky -- via Heatmap News https://t.co/Lr3jbBiSHf https://t.co/Qxx2iNkDyR
China Builds Solar Farms on Water and Mountains, Preserving Land for Agriculture by @MarchUnofficial #Sustainability #RenewableEnergy #CleanEnergy https://t.co/rKBBV6eaJ8
New PV inverter efficiency metric reflects local solar conditions #energysky -- via pv magazine global: https://t.co/wtM5JHk0GQ
"but the catastrophic consequences of the Strait remaining closed won't happen if the Strait reopens" https://t.co/iULTzt6N2d
For economies dependent on energy imports, there are pathways to scalably reduce demand for oil & gas without undermining standards of living or their industrial base. Those pathways don't have much to do w/ building more wind & solar...
Looks like $LNG, $VG, and $NEXT are going higher and higher after the loss of Australian LNG. https://t.co/aF1BJEMbd2
"Tehran’s ‘toll booth’: How Iran picks [for now] who to let through Strait of Hormuz." Mentions the late IRGC Naval Commander. Is it just me, or does this read like a target list to deconstruct? ...submit the information to the...
European governments are keen for traders to make an early start refilling severely depleted storage tanks But the gap between summer and winter gas prices is telling them to wait. For now, traders say they are largely staying on the sidelines...
WindWaterSolar has produced TWICE the electricity as the SUM of fossil gas, nuclear, and bioenergy on the @CaliforniaISO grid in 2026. Gas is down 59.4%; WWS is up 24.1%; batteries up 335% in '26 v '23. 35 straight and 62 of 85...
Quite a week to be @CERAWeek with Iran war and escalating energy crisis. And no one better to debrief with than the incomparable @JavierBlas. Check out my podcast with him recapping #CERAWeek and latest on Iran. https://t.co/OsJts3VLUQ
The EU should sever the link between gas and electricity costs to limit the fallout from the Iran war, the IEA has suggested 🇪🇺⚠️ In the European marginal pricing system, gas is the fuel that effectively sets the power price https://t.co/rvKWzsWwey
Remember this? After Kuwait's liberation, Iraq's oil revenues were placed in a UN escrow account, with the UN managing sales and purchases. Iraq paid about 30%—later reduced to 25% after 2000—for war reparations, while the UN kept 3% for administration...
"Our fossil fuel economy is a house of cards and Trump's war in Iran is about to topple it. The need for a clean energy transition has never been clearer" | My new commentary for @LiveScience: https://t.co/TgUxuicmbz
Pleased to meet with IMF Managing Director Kristalina Georgieva (@KGeorgieva) to discuss the implications of the Middle East conflict for energy markets & economies around the world We agreed to continue to keep in close contact as we support governments in...
Thoughts? We discuss the emerging global energy crisis and fuel rationing measures being implemented worldwide. Countries like Slovenia and South Korea are implementing fuel rationing systems, while others are grounding flights and pushing work-from-home mandates to conserve energy. We explore...
When the Ukraine war broke out, the NSC was only talking about LNG. I pushed for heat pumps. They said "cute idea, not gonna happen." Europe proved them wrong — 45-50% reduction in Russian gas through efficiency and heat pumps alone. https://t.co/PmB3c97oaf
Oil may spike in 2026—but that’s not a new bull market. In a debt-heavy, fragile system, high prices don’t fuel growth—they crush it. This looks more like a spike that kills demand than a cycle that sustains it. LINK👇 https://t.co/kmq5wrQnHw #Oil #EnergyCrisis #Macro #Geopolitics #OilMarkets
Here is the big news from today's RVO announcement: "EPA is announcing that starting in 2028, foreign fuels and feedstocks will receive half the RFS compliance value compared to American-made products, providing American biofuel producers with time to prepare for the...
Will have to do some digging to convert the BBD RIN gallons to physical gallons, but seems very close to the leaked OMB numbers from a couple weeks ago.
🇺🇸The U.S. EPA has finalized 2026 and 2027 biofuel blending volumes (see table below). EPA's report also states: "To provide continued certainty for American corn growers & ethanol producers, EPA will maintain the 15 billion conventional biofuel level for 2026 &...
$SD Daily. Non-extended oil & gas play. Long setup. Bankruptcy back in 2016, so perhaps the stigma is still there. But sector is bullish & chart overall strong. https://t.co/mwf3OmFEEj
🇦🇷Argentina on Friday announced it will allow up to 15% ethanol blending in gasoline to combat rising fuel costs. The country's gas prices are up 18% so far in March. https://t.co/yYII0vDBDn
Thanks to Trump and Netanyahu's war on Iran, oil prices, jet fuel, and virtually everything under the sun, are taking a hit. US-ISRAELI WAR ON IRAN IS COSTING EVERYONE IN THE WORLD AN ARM AND A LEG. https://t.co/rjfW2er9UQ
