Renewables Shield Consumers From Fuel Price Volatility
Retail electricity prices are influenced by fuel volatility, transmission upgrades, grid maintenance, and utility rate structures. Natural gas price spikes, such as those seen in 2022, directly raised electricity costs in gas-dependent regions because fuel costs are passed through to consumers. Renewable resources like wind and solar have no fuel cost, which reduces exposure to those price volatility, especially those related to geopolitical events.
Rick Perry's Nuclear AI Startup Fires Co‑founder After Zero Clients
Ex-governor Rick Perry's nuclear AI startup promised land, nuclear energy, and political connections. Now, Fermi’s board has fired its co-founder after failing to sign a single client. https://t.co/yOpUINOFPI
Short‑term Oil Loss From Hormuz Can Be Offset
In the short-term and for a limited time, the losses of oil from the Straits of Hormuz can be made up. More at today's Chartbook Top Links: https://t.co/xfKk6k7sQC
Manufacturing, Not Chemistry, Drives Solid‑State Battery Disruption
“Solid-state batteries may disrupt lithium-ion more than markets price in. They use lithium-metal anodes and solid electrolytes, boosting energy density, safety, range, and charging speed. But success depends less on chemistry than new manufacturing...” @GraphCall Geoffrey's portfolio can be found...
Steady Momentum: Rigs Multiply, Footprints Expand Quietly
Progress where it counts—that describes this week's Pan Out... Rigs multiplied, footprints widened, and others with meaningful steps. The kind of steady momentum that builds quietly before the broader market starts noticing. Catch up on the week: https://t.co/sRHbQ4ZaBf
APAC Battery Storage Scaling to 500MWh, Says Trina
‘We’re not talking 30MWh anymore. It’s 500MWh or above’: Trina Storage on APAC’s battery storage scale-up #energysky -- via Energy Storage News: https://t.co/eF9XzYZ2By
Chevron Leverages Permian for Immediate Cash Flow, Future Gas Growth
Chevron CEO Mike Wirth on the Permian: "... we're running the Permian to deliver strong free cash flow right now. We could we could hit the gas and begin to grow it again..."
IPCC Deems Extreme SSP5‑8.5 Emissions Scenario Implausible
The arc of the scenario universe is long, but it bends inevitably toward more realistic emissions. A new paper outlining the emissions scenarios we will be using in the upcoming IPCC AR7 report notes that "the CMIP6 high emission levels...
Global Electricity System Shows Promising Improvements
Transcript: Some Great News About the Global Electricity System #energysky -- via Heatmap News https://t.co/eEEJpySmV9 https://t.co/eWaubVw2bS
Myth‑Busting Videos Reveal Path to 100% Renewable Future
30 myth-busting short videos about transitioning to 100% renewables and the electrification of everything - from mining to land use to electricity prices to grid reliability - in the middle of this link https://t.co/irGIq6qRxE
Bunker Fuel Term Stems From Ship Storage, Not Politics
This is fantastic @SteveHiltonx. It is absolutely insane that Gavin shut down refineries and made California dependent on Iraqi oil. BUT please do not fall into the liberal “Bunker fuel is nasty” talking point. Historically, sailors slept in bunks and kept their belongings...
Gas Prices Surge From $2.80 to Over $4.60
How to win friends and influence people: National average gas price is $4.39 today, but heading to $4.60-ish over the next week. Was $2.80 at the start of the year. https://t.co/WZder6FJCU
Top Energy Companies Powering Modern Data Centers
Data Center Energy Providers: $VST Vistra Corp $CEG Constellation Energy Group $GEV GE Vernova $NEE NextEra Energy $EQT EQT $EOSE Eos Energy
Venezuelan Oil Becomes Viable only Above $110/Barrel
what changed? Oil prices & global inventories At $60/barrel Venezuelan oil is too risky/unprofitable. At $110/barrel Venezuelan oil looks investable
China Wafer Prices Stabilize Amid Easing Demand Regulations
China wafer declines narrow as demand-side regulation lifts market sentiment #energysky -- via pv magazine global: https://t.co/2ZeN1YWDIY
UAE Increasingly Breaks From OPEC's Leadership, Says Expert
"“It's pretty clear that the UAE has been diverging from OPEC’s leadership for a while now,” Ellen Wald, president of Transversal Consulting and an expert on energy and geopolitics, told The Dispatch." https://t.co/T78DIjRG0W Quoted here along w @Dr_Ulrichsen @gbrew24
Nation Grapples with Energy Shortages Amid Middle East War
The country is already dealing with energy shortages caused by the Middle East war. https://t.co/7nyJJYYnf4
U.S. Diesel Demand Remains Robust Despite Iran Conflict
U.S. diesel consumption has been strong so far in 2026 Effects of the Iran War have not materially affected the U.S. economy yet #Diesel #OilMarkets #EnergyIsTheEconomy #IranWar #Macro #Commodities #Demand https://t.co/qQSUV8pEch
Clearlake Acquires Qualus, Exits New Mountain's Grid Bet
Clearlake takes Qualus off New Mountain Capital's books in grid infrastructure bet Read more here: https://t.co/IDKdYzVS5P https://t.co/Y1eH1XSX4z
Exxon Sees Endless Permian Growth, Defies Plateau Predictions
Exxon CEO Darren Woods on the Permian: "... We've had the pedal to the metal here from the very beginning [...] Unlike many of our competitors, who I think have predicted the plateauing of of the resource [....], we have...
Brent Prompt Price Shifts From June to July Contract
On the Brent futures contract roll: The "price" everyone typically talks about is the prompt Brent (or WTI) futures price (white on the chart), which is the nearest-dated monthly contract. In April that was set by the June contract (blue), now in...
Oil Market Will Need 2.7 MMbpd Surplus Post‑Hormuz
We're actually really going to *need* a supply glut after this end to fill in the hole left by Hormuz. Minimum 1 billion barrels lost, requires an *annual* surplus of 2.7 MMbpd to recover. And that assumes Hormuz reopens today, which it...
Europe’s Climate Crisis Demands Immediate Solar, Not Net‑Zero Dreams
The WMO just dropped its Europe State of the Climate 2025 report. Here's the reality Big Oil don't want us to look at >CO2 levels are at a 2-million-year high >Europe is warming twice as fast as the rest of the world....
Meeting Maurine Haver Before Oil Price Blockade Talk
This is me with Maurine Haver at the Cornell Club yesterday before I’m about to present on oil prices and the Iran blockade to the Forecasters Club of NY. Maurine built Haver Analytics from scratch and is one of the...
Geopolitical Turmoil Directly Raises UK/EU Household Energy Bills
Me in FT today: “Given that around 80 per cent of UK and European energy still comes from fossil fuels and a large share of that is imported, every geopolitical shock becomes a household bill shock.” More below. https://t.co/qH7tYyZDBT
Experts Predict Modest New Nuclear Growth in US
Here’s a transcript of a discussion I had at SMU last month with Jim Burke, CEO of Vistra, and Ray Rothrock, a board member at Centrus Energy. Both are very sober about the growth of new nuclear in the US...
China's EV Shift to Premium Tests Battery Capacity
China's EV market is going premium - can batteries keep up? . Read more and sign up to my newsletter here: https://t.co/Fo25ebCCBE https://t.co/VuzpjXJ2ZQ
Red Sea Tanker Transits Jump 66%, Eclipsing Pre‑crisis Levels
Red Sea tanker transits surpass pre-Houthi crisis levels in rush to secure Saudi barrels ▶️379 crude oil tanker transits recorded in March, up 66% month on month ▶️Dark transits surge as many tanker operators opt to disable AIS while sailing past Houthi-controlled...
Energy Markets Are Chaotic, yet Largely Ignored
No one is paying attention to how messed up the energy markets are right now. -everyone
War Sparks Massive Commodity Surge, Stocks Rise, Volatility Falls
Since the start of the Iran war... Jet Fuel: +80% Sulfur: +68% Heating Oil: +56% WTI Crude Oil: +55% Brent Crude Oil: +52% Diesel: +48% Gasoline: +47% Urea: +47% European Nat Gas: +44% Fertilizer: +23% Coal: +13% Palm Oil: +13% Iron Ore: +8% Wheat: +6% S&P 500: +5% $VIX: -15%
Cold Weather Slashes EV Range Up to 39%
"AAA has been testing exactly how big an effect temperatures have on modern EV batteries. In its latest research... it found that hot temperatures reduced range by an average of 8.5%. Cold weather cut vehicles' range by a whopping 39%."...
Gasoline’s Income Share Lower; Price Pressure Remains Limited
BofAI: Gasoline is less important than other necessities as a share of income…and so far price pressure from these categories is limited https://t.co/fbHVra0Jam
US Diesel Inventories Won’t Hit Zero, Prices Stay High
Sure @NGLFundamentals But his main point is that US inventories will reach zero I don’t see that happening High diesel prices + recession/depression from Iran War shortages ==>rapid drawdown to some baseline =•=>flat inventories, tight market, lower but still high prices
Mid‑grade Gasoline: Who Actually Buys It?
Does anyone in the world buy the middle tier of gasoline between unleaded and premium? Who is it for?
Ignore OPEC+ Rumors; Follow UAE’s Clear Official Stance
💠The sheer volume of nonsense being published about the UAE’s exit from OPEC+ and its supposed impact on the oil market is astounding. 💠The UAE’s official statements are crystal clear. Stick to them and pay close attention to the details. 💠Want to...
Diesel Prices Surge as Inventories Plummet, CI Turns Negative
You’re directionally right but volumetrically off @HFI_Research Diesel leads—price is already decoupled from comparative inventory When CI turns negative, price spikes Demand destruction will cap how low inventories fall #Diesel #OilMarkets #Energy #Commodities #Inflation https://t.co/Kagb6TSzbm
Brent Futures Up 85% YTD Challenges Price Hype
Lots of scare stories about how oil prices will rise indefinitely. None mention the fact that the front-month Brent future (pink) is up 85% so far this year. If you think prices should rise more, you first need to explain...
Blockade Squeezes Iran yet Fuels Its Resilience
The blockade squeezes Iran—and props it up at the same time. By lifting oil prices it also funds Iranian resilience and strains the global economy It’s a slow, leaky tool, not a decisive one. https://t.co/2HUjqpRXMj #OilMarkets #Hormuz #Geopolitics #EnergyCrisis #Sanctions
U.S. Cheap Gas Gives Structural Manufacturing Edge Amid War
Old news @FreightWaves Cheap U.S. gas isn’t a new war story It’s a decade-old shale story being retold with a geopolitical headline. Flatbed spikes don’t mean a manufacturing boom They mean something just broke and everyone’s scrambling. #EnergyMarkets #NaturalGas #Shale #Manufacturing #EnergyReality
Economic Fury Misses: No Shock, No Inflation, No Uprising
Bessent's Economic Fury has failed No sustained supply shock, no inflation surge, no public backlash. When the pressure doesn’t move prices, people, or politics, it’s not a strategy—it’s a miss. #OilMarkets #Geopolitics #EnergyCrisis #Inflation #Strategy
Data Centers Now Rely on Massive New Fossil Power
Truly though, just a few years ago numbers like for new fossil fuel plants for data centres were unfathomable and absurd, and now every day there's a new announcement that looks like this https://www.datacenterdynamics.com/en/news/electrigen-to-build-and-operate-18gw-behind-the-meter-gas-platform-for-data-center-development-in-texas/
Chevron Beats Q1 Estimates Amid Higher Prices, Strong Refining
BIG OIL 1Q EARNINGS: In line with its peers, Chevron reports stronger-than-expected earnings, with higher prices offseting some output losses (in part due to shutdown in the neutral zone between Kuwait and Saudi Arabia). Interesting to note very strong refinery...
U.S. Adjusts Petroleum Use After 1974 Arab Embargo
U.S. PETROLEUM supply and consumption and changes in response to the Arab oil embargo in the first quarter of 1974 (estimates taken from the report on Emergency Preparedness for Interruption of Petroleum Imports into the United States published by the...
July Brent Front-Month Sets Path to Wartime High
BRENT’s futures contract for July has replaced June as the front-month, temporarily reducing headline oil prices, but the trend remains upward as the prolonged closure of the Strait of Hormuz causes oil supplies to tighten. In a strongly backwardated market,...
West Braces for Next Wave of Oil Rationing
Headed into month three of the oil crisis, the energy rationing that hit Asia and Africa is headed West. JPMorgan's commodity desk put out an internal memo recently that made the rounds. The Strait of Hormuz closure removed 13.7 million barrels...
Free EV Charging in Germany Midday at Stores
Free charging in Deutschland between 12:00 and 15:00 ⚡️⚡️⚡️ enjoy🇩🇪 "Between 12:00 and 15:00 today, you can charge for €0 per kWh at selected LichtBlick chargers at famila/Markant and EDEKA Nord locations." https://t.co/VWdcpg2mCs
Mercuria Sues Baltic Exchange over Oil Benchmark Dispute
Trader Mercuria Sues Baltic Exchange Over Oil Shipping Benchmark @mercoglianos Your insights are greatly appreciated... What is this about? Who is right? Who is wrong? https://t.co/APklqy3wB4
US Residential Solar Investment Outpaces Europe
How investment trends in US residential solar compare to Europe #energysky -- via pv-tech: https://t.co/RKYzW2KFhy
U.S. Crude Exports Poised to Fill Gulf Blockade Gap
Yardeni Research Chart of the Day (April 30, 2026) US crude exports may be stepping up to fill the supply void left by Arabian Gulf blockades. Can American producers realistically bridge that gap? https://t.co/QiqCnvCaRc
Green Projects Falter as Cheap Energy Era Ends
If you’re signaling that a wave of green projects is coming, I disagree @greenmktgl Those projects made sense in a world of growth, global integration, & cheap energy & materials That world is fading—& the assumptions that supported those “green” ambitions are...