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
Why Energy Shocks Like the Iran War Are Accelerating Electrification Canada gets it wrong. Iran war is encouraging Global South (inc Asia) to switch from oil/LNG to renewables/electrotech. #cdnpoli https://youtu.be/7IbLVXk81Ow
At the invitation of Eurogroup President Kyriakos (@Pierrakakis), today I addressed Finance Ministers from across the euro zone on the major energy market impacts of the war in the Middle East and the immediate options to support energy and economic...
In 2025, two U.S. states met >100% of grid + behind-the-meter electricity demand with WindWaterSolar. 14 states met 50-124% of demand: 7 dominated by wind 3 by solar 4 by hydro U.S. average: 25.72% WWS https://t.co/KP3uii4BqI https://t.co/Ntf3DHeGdW
The Iran-Hormuz conflict isn't a negotiation problem, writes @gbrew24 The core issue isn't whether or not talks happen It's whether the US can break Iran's leverage before economic pressure breaks its ability to continue Iran gets this Markets don't. Not yet.
“Every $0.10 rise in the price per gallon means over $12bn of additional spending on gasoline versus 2025” - JPM
Respectfully, calling Hormuz an “insurance problem” confuses a secondary constraint with the primary one @anasalhajji It's a military & physical chokepoint Insurance can help flows resume at the margin That's not control or securing the Strait for decades.
War doesn’t accelerate the energy transition—it reverses it @RnaudBertrand The energy transition was always wishful thinking but now it's DEAD #EnergyCrisis #Oil #Coal #Climate #Emissions #Hormuz #Geopolitics #OOTT #EnergySecurity https://t.co/bb7OrZIewN
My view in the @EpochTimes on the US reducing reliance on Middle Eastern oil: “There is a strategic shift toward a more resilient Western Hemisphere energy bloc... through tighter integration of supply chains ... with Venezuela." https://t.co/DLlkE38yYS
oil on water cannot be drawn to zero commercial inventories cannot be drawn to zero if either is at zero the oil industry quite simply no longer exists https://t.co/pLWqhb6KZB
You know the oil market is in a healthy position when I keep getting questions along the lines of "but what if we just drew every global stock/inventory to zero, how long would that buy us?"
"Let's just say on Friday we sign a cease fire and all hostilities cease. We are not going back to 60 bucks (per barrel). There's going to be a geopolitical risk premium built into the price of oil... You will...
Spoke to @trtworld about the consequences of the second fossil fuel crisis of the 2020s - including extreme limitations, rationing and probably major societal changes if this all keeps getting worse
🎙️@DanGreenhaus, Chief Strategist at Solus Alternative Asset Management, joined Dan on the RiskReversal Podcast to discuss oil, geopolitics, and what investors should actually be doing right now. Watch or listen here⤵️ YouTube: https://t.co/4oDI4jZCtw Apple: https://t.co/be7tLqYBWD Spotify: https://t.co/D2BFT1cN2q
"The biggest supply disruption in history." The war in Iran has closed the straight of Hormuz, damaged energy infrastructure across the region, and sent shockwaves across the global oil & gas industry. It's so big, it's hard to get your...
Tell your Senator not to subsidize electric monopolies at your expense Electric monopolies love building electric transmission lines, whether they are needed or not, because the government requires consumers to pay for them—meaning a guaranteed profit. That’s why we need transmission policies...
President Trump says that “we don’t need the Hormuz Strait. We have so much oil, our country is not affected by this.” TRUMP = CLEARLY UNHINGED = HAS LOST TOUCH WITH REALITY. https://t.co/VFVUQDKzXd
The Dollar and Oil are Bid: The dollar and oil remain firm. The market has a had muted reaction to President Trump’s announcement late yesterday that it will extend its pledge not to strike Iran’s energy infrastructure for ten days...
Gm, oil watchers Brent crude back above $110 this morning because—and stop me if you’ve heard this one—the Strait of Hormuz remains shut and the world oil market is losing 15 million barrels every day that remains true https://t.co/jg4V9IlWhv
647 GW of solar capacity was added globally in 2025, up from 582 GW in 2024. This 11% year-on-year increase in 2025, following an already strong year in 2024, underscores that solar is playing an ever-larger role in the global...
The first grid-scale Li-ion battery was connected to the grid in 2012. It was 5 MW. Today, 267,000 MW have been deployed globally. By 2030 it could be 800,000–1,200,000 MW. https://t.co/2GoL8W6Rsx
That’s oil on left and S&P futures on right. Half-life of Trump jawboning is about 30 seconds now. https://t.co/p9gVQNbsrd
Trump may have a strategy, but that doesn’t make it workable @parpanchi If Iran falls, then what? If it signs a deal, why trust it? Meanwhile the world pays for an irreversible energy shock. #Iran #Trump #EnergyCrisis #Geopolitics @SantiagoAuFund
PENNSYLVANIA'S ENERGY CROSSROADS - a briefing paper on the state's energy system and emissions: https://t.co/0PeHKbiekU
OIL: continues to be 1 of our Top Asset Allocations and continues higher this morning https://t.co/vvt8Kku9Zm
China is cutting LNG purchases as the Middle East conflict boosts prices 🇨🇳🚢 📉 March imports are poised to fall to lowest level in 8 years ⚠️ Instead of LNG, China is turning to domestic/pipeline gas. This will help free up supply...
📣 From petrostate to electrostate? Our new paper 👇 Norway has some of the most ambitious climate commitments in the world. It also has one of the most powerful petroleum sectors. But how can we escape fossil fuel lock in? https://t.co/r1tkIgaJ2r https://t.co/5HCFLHJ5by
Iran-India fuel trade begins after strait open sesame, first LPG cargo due this week https://t.co/834nbwZFHx via @ETEnergyWorld
Owning the tracks means JSW no longer has to rely on third-party infrastructure for coal evacuation, significantly reducing logistical risks and operational costs.
This is a significant move for Exide Industries, signaling their aggressive push to pivot from traditional lead-acid batteries to the high-stakes EV ecosystem.
April 1st is judgment day for your fuel tank. The government just slashed Budi 95 quotas by 33% and put diesel on a leash. Are you ready for the RM1.99 squeeze? TLDR List: 1. RON95 quota slashed. 2. Gig workers protected. 3. Diesel limits enforced. 4....
The world is melting down over an oil crisis and meanwhile Costa Rica — who generates 98-99% of their electricity from renewables — is enjoying life unchanged.
A Picture Worth a Thousand Words: Saudi Crude Exports from Western Ports Continue to Rise https://t.co/fSDuoL9nVW
Scientists demonstrate quantum battery prototype with rapid charging #energysky -- via pv magazine global: https://t.co/AxphAp5wAP https://t.co/HjngLBmLdA
The complexity, uncertainty and fluidity of the Iran war’s impact on oil markets have made it increasingly challenging to compress analysis into 45-second soundbites in 5-7 minute TV interviews — though I’ve done my best over the past 4 weeks. So...
Striking image: dozens of empty tankers queued up at Saudi Arabia’s Red Sea ports, ready to load oil. @saudi_aramco has diverted approximately 4 million barrels per day from its eastern fields to the west. Their rapid and massive response stands...
WTI comparative inventory reflected supply urgency over fundamentals CI increased 9.5 mmb but price rose $4.22 week ending March 20 $96.07 was far above any previous yield curve marginal price for current C.I. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
why would Trump have an idea what people are paying for a gallon of gas?
Headlines & tweets about talks & deals are NOISE at this point THE SIGNAL is rationing, price spikes, policy interventions, & rising stress in import-dependent economies We're in the early stage of CONTAGION This time it's not a novel virus It's a heart attack...
I have the best stock in USA in my portfolio at 25% of total holdings. My thesis was that AI data centers would need lots of energy. It was a demand-side thesis. But the supply side has really been an unexpected...
This is not a normal supply shock—it’s a systemic break, writes @Rory_Johnston You don’t replace Hormuz with bypass pipelines, SPR releases & sanction waivers You either reopen it—or break the system Markets are betting on a quick fix—but reality says otherwise. https://t.co/J4ZbSY2K9u #Oil #Hormuz...
Trump's TACO is now a NACHO, writes @biancoresearch N ot A ctually C hanging H ormuz O pening
Time is irreversible damage Trump has kicked the can till April 6 11 more days of disruption = 120MM additional barrels shut in ==>cumulative losses ~400MM, notes @ericnuttall That’s how a “temporary” disruption becomes a lasting supply shock. #Oil #Hormuz #SupplyShock #EnergyCrisis #Inventories...
Bab al-Mandeb is now in play Another chokepoint, another layer of disrupt Iran doesn’t need to win militarily. It just needs to expand the number of places it can break the system. https://t.co/k876kDiu36 #Hormuz #BabAlMandeb #Oil #Shipping #Geopolitics #EnergyCrisis #RedSea #Suez #Iran #OOTT
China's CATL owns over 38% of the global EV battery market, generating over $10 BILLION in PROFIT last year. China's DOMINANCE is built on decades of strategic investment in what I call the "3Ms": Mining, Metallurgy, & Materials Science. CHINA HOLDS ALL...
I asked Sec. Rubio planeside if the Strait of Hormuz can be reopened without US boots on the ground. He said it's a Dept. of War question, but "It can be open tomorrow if #Iran stops threatening global shipping, which is...
Another blow to the global LNG market 🚢🚨 🇦🇺 Three Australian LNG export plants (which provide ~8% of the world’s supply) have had output curbed by a cyclone ⚠️ Some offshore gas platforms were knocked offline by the big storm https://t.co/pnn7NiguUr
Solar waste crisis: Federal Labor launches search for national recycling pilot administrator #energysky -- via Renew Economy: https://t.co/VlPMO7Efka https://t.co/pUk9PilFPa
Another big battery prepares to power up as Sunshine state leads extraordinary charge to storage in 2026 #energysky -- via Renew Economy: https://t.co/sLd3GSZw1v https://t.co/btoUQLxZ7l
The Strait. Bab-El-Mandeb. An almost shutdown. Threats. Oil. And the distillates and derivatives. The other products. Hell in a key upstream supply chain. And the E2E effects.
On-site batteries accelerate grid access for data center developers #energysky -- via pv magazine global: https://t.co/xWfxnCemm8 https://t.co/w7cuxythTS
