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
Gas prices in the US have moved up to $4.12 per gallon, their highest level since August 2022. The 38% spike over the last 5 weeks ($2.98/gallon to $4.12/gallon) is the biggest we've seen in the past 30 years. Video: https://t.co/e3t0Md56BN
How a community solar breakthrough took shape in Illinois #energysky -- via Canary Media: https://t.co/IV2M0ClyN1
💥 MAJOR STRIKE ON IRAN Israel just hit Iran’s South Pars petrochemical facility in Asaluyeh. Israeli Defense Minister says 2 key facilities, responsible for 85% of Iran’s petrochemical exports are now disabled. This is Iran’s most important industrial and energy hub. It sits...
This Meta data center will emit more CO2 per year than its entire global footprint in 2024. Gas is no longer a bridge. It is a highway these tech companies are actively constructing.
SmartFlower Solar System Maximizes Energy Yield Through Continuous Sun by @smartflower_sol #Sustainability #RenewableEnergy #CleanEnergy https://t.co/zK5FLlxkZB
A ceasefire is coming. Two things will get repriced quickly when that happens. Oil futures will tumble and the Dollar will fall sharply. The latter is up on safe haven inflows to the US. All those inflows will unwind very...
From the Bloomberg article on “Saudi Arabia rais[ing] the price of its main oil grade to Asia to a record high premium.” This price development coincides with more Asian governments worrying about physical energy supplies—marking part of what I’ve termed "Phase...
Oil or vessel scarcity is a relatively minor factor compared with vessel flow @miltradechain Floating storage is irrelevant if there’s no exit from the Persian Gulf
Cease-Fire Hopes Blunt US Ultimatum: The US deadline on Tehran for re-opening the Strait of Hormuz has subtly shifted until tomorrow. The holiday-thinned market initially bought dollars and oil and took risk off in response to the continued attacks and…...
Do NOT be fooled by those calculations. They are statistically biased and ignore many factors. The net is a loss. Will cover the details in today's Daily Energy Report. https://t.co/pVftS4kIhA
That’s an absurd, reductive comment @DaddyEtienne Hormuz is open when 20 mmb/d of petroleum is in transit. Reductive slogans are not appreciated here
🚨 JUST IN Saudi Arabia has just increased its official oil selling price to a record high of $19.5/barrel. Inflation in Asia is about to skyrocket. https://t.co/dtEBhiWdgT
singapore shipping fuel market going off the chart—this is shipping fuel shortage live. at that price, shippers will defer orders, park their ships and either wait till the war is over or go out of business.
Worthy Reversion Spark? Stocks vs. Gold, GDP, Crude Mean reversion can be profound when it's from historical extremes, and the relationship between crude oil and gold may suggest a reverse wealth effect that defines 2026. The roughly 86x January high in...
OIL: down -2% after inflating +58% in the last month, but Tourists will trade it as "bullish for stocks" (for now) https://t.co/uZ7JAkPj9u
In the new issue of @ForeignAffairs, @OSullivanMeghan & I argue that while this crisis will deepen energy security fears & spur govts to try to insulate from global mkts, the pursuit of energy autarky is misguided. 🧵 1/5 https://t.co/88QXqxds1x
“Moscow’s windfall profits from the Iran war remain high as Brent crude trades above $100 a barrel, but attacks on Russia’s two main export locations in the Baltic Sea may cut into the Kremlin’s windfall. Five attacks on Primorsk and Ust-Luga...
Saudi Arabia has increased its official selling price (OSP) to a record high. The state-owned Saudi oil giant told refineries in Asian it would charge a premium of $19.5 a barrel over the regional benchmark for sales of its flagship...
🇮🇳India’s Russian crude imports rebound sharply — up nearly 94% in March MoM and 10% YoY. https://t.co/O0zIu8LcIi
Qatar is attempting to send LNG shipments through Hormuz for first time since the Iran war started 🚨🚨 If successful, this would be the first time a loaded LNG tanker has gone through Hormuz in over a month. ~20% of global...
According to Jeff Currie, distinguished economist and commodity market guru, we’re only seeing the start of what will become a major oil catastrophe. At present, we’re burning through oil inventories. Once inventories dwindle, oil prices will SPIKE. THE WORST IS YET TO COME....
China imports US oil for Asian fuel markets amid Hormuz crisis @asiatimesonline https://t.co/Iy0aRy8vam China is moving to resume large-scale purchases of United States liquefied natural gas (LNG) and crude oil, as supply disruptions in the Middle East and tightening fuel markets...
"Beijing supplied 1 gigawatt of photovoltaic panels to the communist island last year and has promised more support as Cuba seeks to generate 15 per cent of its power from renewables in 2026, according to its new economic and social...
Dozens of empty Qatari LNG tankers sit idle across Asia 🇶🇦🚢 The world's top LNG export plant in Qatar has been shut for over a month, upending the gas market and leaving the nation's fleet of ships without orders Hormuz has also...
#IndiaWatch🇮🇳: India’s net energy imports have exploded over the past 2 decades. Net energy imports have SURGED more than 4x since 2000. MORE ENERGY IMPORTS = MORE VULNERABILITY. https://t.co/PxS0fxVpuJ
Hormuz isn’t controlled. It’s poisoned. There's no blockade & no toll booth. Iran has made transit so dangerous that no rational vessel owner moves. Iran's "approval" through exemptions is bullshit Flows remain stopped except for a few tankers willing to take great risk. #Hormuz #IranWar...
You can paper over financial losses, but you can’t paper over lost barrels, says @LynAldenContact You can print money. You can’t print oil. Shut Hormuz and the problem isn’t financial—it’s physical. No barrels. No flows. No workaround. #IranWar #Hormuz #OilMarkets #EnergyCrisis #Geopolitics #SystemShock
The intelligence was clear: Iran would retaliate asymmetrically, target regional assets, and weaponize Hormuz. Trump dismissed Pentagon concerns. The President has that right. But don't say “no one told me” when everyone did. https://t.co/akIhHjvwQh #IranWar #Geopolitics #EnergyCrisis #Hormuz #OilMarkets #Strategy
A few mines—or just the threat—is enough to close Hormuz Ships stop. Insurers pull back. Flows collapse. Clearing takes weeks to months. That’s the strategy: disruption without closure. #IranWar #OilMarkets #EnergyCrisis #Hormuz #Geopolitics #SupplyChains https://t.co/DlAEMOcmJF
Premier Energies commissions 5.6 GW solar module facility in India #energysky -- via pv magazine global: https://t.co/9F9vRXLZ6t
In case you have not read it. remember, the biggest conspiracy theory is Iran closing the Hormuz strait. Think about it!
Trump's 48-hour Iran ultimatum just sent oil futures through the roof. This geopolitical tension could spell trouble for broader markets. Going live in 2 hours to trade this volatility with our DOTS indicator signals. https://t.co/66dSROeuCi https://t.co/E2Zf77HxKR
Nomadic #Drones Revolutionize Grid Resilience with #Autonomous, Self-Recharging Inspection Systems via @WevolverApp #EmergingTech #Innovation #Technology #Tech https://t.co/5ITvfsrFKQ
Today, Ukrainian drone strikes SET FIRE to Russia’s major oil export terminals in Novorossiysk. The port handles over half of Russia’s crude and petroleum product shipments. YOU DON'T WANT TO BE SHORT OIL. https://t.co/XlgmcpVhsH
Solar is now the less capital-intensive option. More charts and graphs featured on today's Chartbook Top Links in the comment below https://t.co/Duvpz2wy16
Azur Space plans a 25pc solar cell capacity increase in 2026 as satellite demand rises with AI growth. https://www.metalnomist.com/2026/04/azur-space-solar-cell-expansion-signals.html
Literally no one in the mkt seems to care that Hormuz has been shut for a month, but if they start hitting datacenters, we may finally crash…🤣
There’s something to this Iraq stuff, even if it’s still too early to say how consequential this flow will grow to be https://t.co/S1itXIUl4L
How perovskite solar cells age under temperature stress #energysky -- via pv magazine global: https://t.co/MyYMTXAJ26
According to Jeff Currie, distinguished economist and commodity market guru, even if the US-ISRAELI war on Iran ends soon, the damage to supply chains has been done. Oil flows will be disrupted for months or years. https://t.co/SxmxwhkvAY
When you need to explicitly include delivery months in all crude futures price quotes because we have double digit prompt timespreads https://t.co/cvrXe7FuP3
IRGC. Strait of Hormuz. Previous state. What will it be for all except the US and Israel? And the supply of supply chains?
Serbian police found explosives near the Balkan Stream gas pipeline. It supplies Serbia and Hungary with gas from Russia. PRIME SUSPECT = UKRAINE. Stay tuned. https://t.co/AHjq0mZhzB
American drivers have paid an additional $8.4 BILLION in fuel costs since the start of the US-Israeli war on Iran. The cost of regular gas has JUMPED from $2.80 to $4.11 per gallon since January 11. AMERICANS DRIVERS SHOULD SEND A BILL...
“Petrostate” has a good meaning even tho it’s overused, but not a fan of the term “electrostate” Norway continues to be a leading producer of oil and gas. It also has a diversified economy and is leading the world in...
Every country in the World is trying to figure out how to electrify more of their economy. Electrostates win when they reduce exposure to volatile imported molecules faster than demand in transport, heat, and industry can reconstitute it elsewhere. https://t.co/KGtlYPCZwK
Even if the Iran war "ends" politically, it doesn't end This is a world-changing event. Rhetoric resolves in weeks. Flows in months. Systems in years. The disruption to energy, shipping, & trade flows are irreversible and permanent in many ways. #IranWar #EnergyCrisis #Geopolitics #GlobalEconomy...
China's crude oil imports declined by about 490 kb/d in March YoY. Floating storage more than doubled. Onshore storage increased by about 66 mb. China knew...
Major drop in crude oil inventories in Japan, followed by India. US and China are up! Make you own conclusions.
JUST IN: Trump's ultimatum: Iran must reopen the Strait of Hormuz by Tuesday night, per WSJ.
