Off‑grid Solar Powers Dreams and Futures in Malawi
What does off-grid solar make possible for a family that has never had reliable electricity? In Lilongwe, Malawi, I spent time with Maya Stewart, cofounder of Yellow Malawi and one of the best entrepreneurs I've met, who is working in one of the toughest markets, and a Yellow customer, Chefundo, 18, who has big dreams of being a nurse and is doing the work to make it happen. This was part of a week in Malawi and Zambia with partners from @Acumen's Hardest-to-Reach coalition — more than 20 individuals and organizations investing in energy access for 72M people in 17 sub-Saharan African nations. I'm grateful to everyone, including the entrepreneurs, their communities and those they serve, for showing up with humanity and determination. And I'm excited to share more from the trip over the coming days.
Florida DOT Leases Stormwater Ponds for Floating Solar
Florida DOT leases potentially all its stormwater ponds for floating solar development #energysky -- via Solar Power World: https://t.co/Y5ii1gDZ2j
Nebius Inks $2.6B Fuel‑cell Pact for 250 MW
RBC out commenting on the $BE $NBIS $2.6B deal in a 6k filing, reits $335 PT Nebius disclosed in its 6K this morning that it had entered into a Master Fuel Cell Capacity Agreement with Bloom. Under the agreement, Nebius...
US Crude Drops, SPR Release Offsets, Fuel
US crude oil inventories declined by 7.9 mb to 445 mb. The US government increased supplies from the SPR by 9.9 mb. Both gasoline and distillate inventories are below the 5-year range.
IRGC Overstates Hormuz Ship Transits Compared to Trackers
The IRGC-announced Hormuz ship transit totals are always notably higher than what is captured by ship-tracking sources (including those tracking dark transits) If not explicit exaggeration, they're likely also counting smaller vessels that aren't captured by ship trackers.
Mexico Secures Floating Gas Plant for Yucatán Power Needs
This is an amazing story and I am fascinated by the technology and the business model: Mexico Signs Deal for Floating Gas Power Plant to Meet Yucatan Demand Daily Energy Report https://t.co/Z5ARrWRQIu
Solar Developer’s Wrong Powerline Hookup Adds Five-Year Delay
U.S. Solar developer seeks connection to wrong powerline, delays project five years #energysky -- via pv magazine global: https://t.co/CmgDlCPJEr https://t.co/J0XFWnQNZu
Edify Secures Funding to Build Two Massive Solar‑Battery Plants
Australia’s Edify has secured financing needed to begin construction on two massive solar-and-battery power plants https://t.co/MOXEUSZ8Pf
U.S. Solar Capacity Overstated Compared to Factory Output
U.S. solar faces massive gap between stated capacity and real factory output #energysky -- via pv magazine usa: https://t.co/oLWF5GvMV0
Jolywood Begins Mass Production of Low‑Silver TOPCon Cells
Jolywood starts mass production of low-silver TOPCon solar cells #energysky -- via pv magazine global: https://t.co/QXmA1i3Pdn
Hormuz Closure Triggers 2026 Oil Shock
[CHARTBOOK] Strait of Hormuz closure and the oil shock of 2026 - slides for a presentation to the British Institute of Energy Economics: https://t.co/yL3UeeaHjW https://t.co/HWXdNxr2vB
US's Largest Wind Farm Set to Operate Next Month
A wind project billed as the largest clean energy installation in the US is due to come online next month https://t.co/AqX0z8r6sP
Solar to Lead, Wind Second as Coal, Gas Fade
Renewables are unstoppable. BNEF's New Energy Outlook for this year says solar is set to be the biggest source of electricity in 2032 and wind will be second biggest in 2034. Both coal and gas displaced from those thrones. This...
Banks Bet June Strait Opening to Avert Inventory Collapse
JPM, Goldman, and Morgan Stanley are all assuming the Strait opens in June. Not because the Trump admin has the upper hand but because global inventories will hit tank bottom if it doesn’t.
NextEra Eyes Virginia's Rapid Power Growth, Data‑center Hub
U.S. ELECTRICITY consumption growth by state between 2010 and 2023. In acquiring Dominion Energy, NextEra will be expanding into Virginia, where consumption has been growing almost twice as fast as in NextEra’s main home service territory of Florida. Dominion’s service...
World Economy Faces Daily 10% Oil Loss Threat
Iran's oil storage capacity is NOISE @TankerTrackers This is not about whether Iran “runs out of tanks.” The SIGNAL is how long the world economy can survive losing more than 10% of its oil blood supply each day. #Oil #Iran #Hormuz #EnergyCrisis...
First Fully Electric Cruise Ship Set for 2031 Launch
World’s first 100% battery-electric cruise ship (1,865 passengers, 275 meters, 82,000 tonnes) to operate by 2031. @meyerwerft https://t.co/WTSUDhF14C
Hive Hydrogen Taps Topsoe for $1B Green Ammonia Equipment
Hive Hydrogen said it’s selected Topsoe to supply it with about $1 billion in equipment for its green ammonia project in the country’s Eastern Cape province https://t.co/o6zCTm7hMB
Bond Market Vetoes AI‑driven Megadeal, NextEra Drops 6%
NextEra fell 6% today on announcing its own $67 billion megadeal to buy Dominion — the largest power-utility takeover in U.S. history. Read that twice. When the most AI-bullish stock-funded merger of 2026 can't get a green tape on day...
Developer Secures Shovel-Ready Battery on State Border
Local developer snaps up shovel-ready big battery project, “strategically located” on state border #energysky -- via Renew Economy: https://t.co/pYjRgFDxI6 https://t.co/F6egAgvb0G
Third Consecutive Temporary Waiver Highlights OFAC License Pattern
The US issues its 3rd "temporary" waiver on Russian oil sanctions. What's the collective noun for a group of consecutive "temporary" OFAC general licenses?
Zinc Batteries Break Barriers, Unlock New Energy Opportunities
Rechargeable zinc batteries: Overcoming challenges and finding opportunities #energysky -- via pv magazine usa: https://t.co/AqMCelBtDP
Renewables Slash Grid Prices, Displacing Gas Power
Building solar and wind capacity rewrites how the grid works >Renewables have a fuel cost of zero because the sun doesn't send a bill and the wind doesn't charge for delivery. They are the cheapest power in history and push expensive,...
Dominion‑NextEra Merger Would Top Utility Sales Rankings
Combining Dominion and NextEra would create a behemoth with the highest retail revenue and total volume of energy sales (MWh) from ratepayers among all utility conglomerates. It would trail Exelon in number of ratepayers. (Based only on electric utilities and...
Hormuz Closure Threatens Model Supply and Prices
On 28 February the Strait of Hormuz closed. It is still not fully open. We have a new commentary out this week and model supply and price impacts under three closure scenarios. The results are concerning. Write-up on Bright Spots soon: https://t.co/nBMZPS4HTp https://t.co/iw30Xy5RJe
Russia's Asian LNG Shift Slashes Revenue, Doubles Logistics Costs
MOSCOW, May 18 (Reuters) - Russia's diversification of its liquefied natural gas exports to Asia after the loss of the European market will cut its revenue due to at least a doubling of logistics costs, industry sources and analysts told...
Russia Engages Cuba to Counter U.S. Oil Blockade
MOSCOW, May 18 (Reuters) - Russia is in constant contact with Cuba's leadership to determine what can be done to ease the impact of the U.S. oil blockade on the Caribbean island, the Kremlin said on Monday.
Solar Eclipses Coal as Pakistan's Top Power Source
Pakistan: solar just overtook coal as the largest single source of electricity. 21% of power from solar in 2025. Up from 2% in 2019. Coal peaked at 20% in 2020. Want to read more about one of the fastest solar transitions? Sign up to...
China's Coal Use Rises as LNG Cuts Spur Fossil Reliance
China’s power plants burned more fossil fuels for a fourth straight month 🇨🇳🏭 The closure of Hormuz has choked a fifth of global LNG supply, putting more pressure on China to use coal for thermal generation Meanwhile, clean energy output has lagged https://t.co/9XGRqJ6tPV
Secured 130k Lb Boomalloy For
We've received about 130,000lbs of powder metal "Boomalloy" billet, to be forged into turbine discs. This is enough metal for ~1.3GW of turbines. This stuff normally takes over a year to procure—but we partnered deeply with our supplier and got it...
Renewables Power 86% of California Demand, Gas Hits Record Low
Even if you are tired of seeing these plots, you want to see this. WindWaterSolar breaks two more records on May 16, supplying 80.75% of 24-hour demand and >100% of demand for 10.25 hours on the @CaliforniaISO grid Fossil gas also drops...
Invest in Clean Energy, Not More Oil Infrastructure
Bet On The Tractor, Not The Horse A "theory of change" to explain today's global energy disruptions. ...and why Canada MUST NOT invest in more oil production, more pipelines, more LNG. #cdnpoli #energytransition https://markhamhislop.substack.com/p/bet-on-the-tractor-not-the-horse
Hormuz Blocked, Talks Falter, Pipeline Expansions Accelerate
Hormuz is all Blocked Up with Ships - Week 11 | Iran and US Blockade Update 1⃣Qatar LNG Shipments Resume? 2⃣Iran and US Peace Talks Breakdown 3⃣Pipeline Expansions on the Arabian Peninsula 4⃣US and China Agree on No Hormuz Toll 5⃣Iran Agreements with India, Pakistan,...
Wholesale Electricity Prices Follow Gas, Not Renewables.
NEW ANALYSIS: Do renewables make electricity cheaper or more expensive? I pulled together wholesale and retail data across Europe and the US. Wholesale prices track gas exposure, not renewables share. Retail prices barely track either. Full piece👇 https://t.co/kl1w1qFwJR https://t.co/B3qPwnRf1h
Renewables + Storage Overtake Gas as Cheapest Power
In March 2026, renewables officially beat natural gas to become the largest source of electricity generation on the U.S. grid for the first time in history (35% to 34.4%). Meanwhile, Texas is plugging in a massive 12.9 GW of grid...
Unchecked Data Center Growth Could Curtail Renewable Power
Grid operators may reduce renewables penetration if data center growth continues unchecked, says ENTSO-E #energysky -- via pv magazine global: https://t.co/pKhkwxu9XX
Spain‑Denmark Renewable Pair Cuts Green Hydrogen to €2/Kg
Gastech focuses on hydrogen too. 👇👇 Spain and Denmark Green Hydrogen Corridor Study "A new study suggests that combining Spain's solar photovoltaic capacity with Denmark's offshore wind power could help establish a competitive European green hydrogen market, with production costs...
Zelestra Powers 1 GWh Hybrid BESS Project in Chile
Zelestra energises 1GWh hybrid BESS project in Chile #energysky -- via Energy Storage News: https://t.co/PeSAm3vMRu
Chile's Solar Power Hits 75% Peak, 29% Monthly Share
Solar PV accounted for 29% of electricity generation in Chile in March, with instantaneous peaks reaching 75% #energysky -- via pv magazine global: https://t.co/ppi3oRYXZk
Spain Allocates €165M for 4.2 GW Pumped‑Hydro Storage
Spain supports 4.2 GW / 8 GWh of pumped-hydro storage with €165 million #energysky -- via pv magazine global: https://t.co/6T6GEOJ70w
US Reinstates Russian Oil Sanctions as Waiver Ends
Interesting, Russian oil is again sanctioned by the US as of today as the waiver—issued in March, extended in April—expires. Also, and I can’t stress this enough, how is it mid-May already?!
Risk-On Surge Widens WTI Spreads, Prices Jump
Markets have crossed the Rubicon of Risk-On WTI 12-month spread widened $7.36 (36%) for the week ending May 15 6-month spread widened $5.35 (37%) & price rose $10 (10%) from $95.42 to $105.42 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
Iraq’s Hormuz Exports Plunge 90%, Debunking ‘Normal’ Market Claim
Iraq exported just ~300 kb/d through Hormuz in April versus ~3.43 mmb/d before the Iran war. That’s only about a 90% collapse in exports. Time for the “oil markets are normalizing” party. 🎉 #Oil #Hormuz #Iraq #EnergyCrisis #Geopolitics https://t.co/jW6hAEiFh4 https://t.co/ngX33nAIPG
China, US Agree on Fast Hormuz Reopening, Yet Stalled
China called for a rapid reopening of the Strait of Hormuz, a goal it shares with the US, though there was no sign of a breakthrough between the superpowers on how to achieve that. https://t.co/m6CjEnUJOJ
ADNOC Hides LNG Shipments with Darkened Tankers in Gulf
Adnoc keeps loading LNG onto tankers masking their location in the Persian Gulf 🇦🇪 🚢 Satellite images showed a tanker at Adnoc’s Das Island plant on Friday. But no LNG ships were broadcasting their positions there Adnoc is getting some LNG through...
World Policies Mobilize Amid Hormuz Strait Oil Shock
GLOBAL policy responses to the oil and gas shock caused by the closure of the Hormuz Strait: https://t.co/NwVf7oXBGg
System‑level BESS Defects Hide Risk for Developers
System-level BESS manufacturing defects cause ‘hidden risk’ for developers, Intertek CEA says #energysky -- via Energy Storage News: https://t.co/DcUzeDwwko
Utility Giant Builds Australia’s Largest Gas Plant for Data Centers
Utility giant bets big on data centre demand with plans to build Australia’s biggest gas plant #energysky -- via Renew Economy: https://t.co/OZYYgmS2Rb https://t.co/frOyyViMO9
Tomago Battery, VPP Secure Firming Tender to Plug Supply Gaps
Giant Tomago battery and VPP win new firming tender to fill gaps in supply #energysky -- via Renew Economy: https://t.co/SCYZJyM0P2 https://t.co/27PN9QXw3E
Germany Faces €45 Bn Taxpayer Burden From Hydrogen Overbuild
Germany risks €45 billion taxpayer hit on hydrogen overbuild, warns IEEFA #energysky -- via pv magazine global: https://t.co/rUrnkPqzyK