Indian Cows Provide Biogas Solution for Middle East Energy Shortage
The problem with such stories is that such a thing has been going on for years... India's cows offer biogas alternative to Mideast energy crunch https://t.co/PYQSiYYkKx
Home Batteries Outpace Solar‑only Installations
As home battery numbers surge to new peaks, hardly anyone is installing just solar any more #energysky -- via Renew Economy: https://t.co/F461sZJ0Hm https://t.co/TLg72UDIyC
Price Dip Driven by Trader Positioning, Not Fundamentals
An ~$8 drop with no fundamental catalyst is almost certainly positioning and profit-taking @ALikhodedov The world didn't change overnight The price fell because traders hit "sell" The expiry may not be the only reason but the timing suggests that's a major factor. #OilMarkets...
Trump's Blockade Claim: Iran's Oil Won’t Explode
Trump says the US blockade will make Iran's oil infrastructure "explode." That is not how it works,” says @RKelanic “Nothing is going to self-destruct.” He knows nothing about energy. She does. Who ya gonna call? https://t.co/83RPZRUAbi #OilMarkets #EnergyReality #Infrastructure #Geopolitics #EnergyPolicy
Keystone Revival Reshapes Canada's Oil Future, Kills West Coast Plans
A revived Keystone pipeline to the US would reset Canada's oil future, says @ericnuttall It would add up to ~900 kb/d of export capacity into the U.S And send the ill-conceived West Coast Pipeline & Pathways to a well-deserved death #OilSands #Pipelines...
Michigan’s Clean Financing Model Guides US Regions
What Michigan’s Clean Community Financing Ecosystem can teach other US regions #energysky -- via RMI https://t.co/A3QoZJQkua
New US Aluminum Smelter Stalled by Power Deal
Oh: "America’s big new aluminum smelter is still waiting on a power deal" https://t.co/NPWJ41tJV8 https://t.co/2Ubxlr18FN
U.S. Net Energy Exports Are Mostly Gas, Not Oil
Most US energy net exports are natural gas, not oil The US is far from immune or isolated from geopolitical energy shocks Energy is the economy. Politically expedient lies will be discovered by the people when the economy sucks for them. #EnergyIndependence #OilMarkets...
US Steel Launches $2B Low‑carbon Iron Plant in Arkansas
US Steel to build $2B lower-carbon iron plant in Arkansas #energysky -- via Canary Media: https://t.co/vivIDpxg6N
Realizing the Strait of Hormuz's Strategic Importance
Thinking back to a few months ago when you had either never heard of or thought about the Strait of Hormuz in decades https://t.co/W8AMqVrYUw
2026 NFPA 855 Updates Redefine Energy Storage Standards
NFPA 855: 2026 edition updates and what they mean for energy storage projects #energysky -- via Energy Storage News: https://t.co/HuN5CYTVfW
Energy Minister Vows to Halt Renewable Investment Before Election
“They will smash renewable energy investment:” State energy minister goes on attack as election looms #energysky -- via Renew Economy: https://t.co/lamGiSKs2o https://t.co/csj4OrhhmB
PJM Reopens as Solar Output Plummets
PJM Is Back Open For Business. Where Did All the Solar Go? #energysky -- via Heatmap News https://t.co/TwRabvjMUM https://t.co/FC95M6bCzk
Old Oil Field Powers New 1MW Data Centre
👏👏👏👏👏👏 A hearty congratulations to Pilot Energy + Kala Data in Western Australia who have successfully plugged a cute little 1 megawatt data centre into some spluttering fossil fuel turbines located at a decaying, dying oil field run by...
U.S. Shale Gas Fuels Petrochemical Edge Over Europe, Asia
Many countries in Asia and Europe are beginning to feel the pressure, but the U.S. has a leg up on everyone else. Thanks to the shale revolution, America's cheap and abundant natural gas is used to produce its petrochemicals. #natgas #petrochemical...
Australia’s Data Centers Match US at 50% Grid Growth
Australia's data center lobby insists it is nothing like the US. But a new report shows data centres drove 50% of the past year of demand growth in Australia's biggest grid: exactly the same proportion as the US. Quick new...
China Beats 2030 Solar Target, US Falls Behind
China hit its 2030 solar goal five years early. 90% of new power capacity in China is wind and solar. They've installed 1,500 gigawatts... half of total global solar capacity. Compare to 300 gigawatts in the US. We're falling behind on...
Ameresco Finishes Two Solar Installations for Maryland Schools
Ameresco completes two solar projects for Maryland school district #energysky -- via Solar Power World: https://t.co/CzT8LGiEej
Electrified Homes Save Money, Driving Canadian Adoption
Electrified Homes Cost Less I love my electrified home: heat pump, electric hot water, all appliances, etc. Sachi Gibson, the Canadian Climate Institute, explains why more Canadians are choosing electric homes. #cdnpoli https://youtu.be/eHhCvsU2T_E
Over
A 2024 study, using satellite data, found no evidence of electricity use at night for 1.18 billion people. That means 14% of the world is unable to access modern life. Calls to rapidly reduce fossil fuel use are calls to keep...
US Commercial Petroleum Inventories Drop Amid Crude Shortage
Sprucing up some EIA charts. Latest on weekly stocks. The total US commercial petroleum inventories **ex-NGLs** is a particularly important adjustment in the current crude-starved environment. https://t.co/gAJ30n96JT
House Democrats Warn TotalEnergies of Upcoming Action
House Democrats to TotalEnergies: ‘We’re Coming for You’ #energysky -- via Heatmap News https://t.co/u9WAf7d2Pp https://t.co/jXPXltDirp
U.S. Turns Net Crude Exporter Amid Overseas Surge
The surge in US crude oil overseas sales means the country was last week a net exporter of crude. (In the past, the US exported more crude oil *AND* refined products — combined — than it imported. But now it's an...
New PV Tech Arrives via U.S. Manufacturing Partnership
Manufacturing partnership brings new PV technology to U.S.-sourced solar #energysky -- via pv magazine global: https://t.co/9mbZR0ccgN
Rural America Sees Rapid Rise in Wind, Solar
Tracking the Growth of Wind and Solar in Rural America #energysky -- via RMI https://t.co/CN0rek5udu
Second Global Energy Crisis Sparks EU Import Push, Criticisms
We are once again facing a substantial energy crisis in the world, which is the second in just a few years. And it increasingly seems that everyone is looking out for themselves geopolitically in the current environment. Meanwhile, the EU...
Chicago Faces Diesel Shortage, Could Spread Nationwide
Chicago is way short on diesel. Hopefully not coming to a region near you. cc @JacobShap @Rory_Johnston
California Gas Tops $6, 40% Above National Average
Gas prices in California have moved up above $6.00/gallon, 40% higher than the US national average ($4.30/gallon). https://t.co/pB0UfwGqPX
Clean Cooking Takes Center Stage at Nairobi Summit
Pleasure to meet with Kenya’s Special Presidential Envoy Ali Mohamed & Ambassador Betty Cherwon We discussed the importance of moving clean cooking up the international agenda & @IEA's Clean Cooking Summit in Nairobi in July, cochaired by 🇰🇪 President @WilliamsRuto with...
Oil Price Shock Ripples Through Inflation, Rates, Stock Valuations
The Iran-Hormuz story is not "just geopolitics" Here is the money chain Supply threat pushes crude up higher crude feeds inflation expectations higher inflation pressure keeps rates sticky sticky rates compress growth-stock multiples So even if your portfolio has zero oil names...you still feel this through...
China Tests Truck‑mounted Nuclear Power for AI Data Centers
Truck-mounted nuclear ‘power bank’ enters testing as China explores portable reactors capable of running AI data centers. https://t.co/rFt1tElfKe
UNG Faces $10 Support As
$UNG Daily. When upside breakouts continually fail for natural gas, we might as well see if downside support holds. Here, $10 looks like last stand for natty ETF. Held nicely back in January https://t.co/fzMTGrS8ZG
Brent Hits Four-Year High, Just as Predicted
Brent crude prices just HIT A FOUR-YEAR HIGH. I'M NOT SURPRISED. As I predicted on @davidlin_TV on March 29th, crude oil prices would SPIKE by the end of APRIL. IT’S APRIL 30th, and PRICES HAVE SPIKED. https://t.co/7Tvnl0ojr1
Nearly 60 Nations Convene in Colombia for Energy Transition
Nearly 60 nations, save the largest polluters, gathered in Colombia this week to discuss the energy transition. https://t.co/eYIniZphK2
Germany’s Green Rush and Russophobia Sink Economy
The combination of Germany’s GREEN MADNESS and RUSSOPHOBIA has PUT IT IN THE TANK. https://t.co/Hdi4vi7Rfu
Complex Reality Beats Simplistic Gas Price Narratives
Part of why I love @sumitroy2 is he never takes simple explanations at face value: witness: 2 minute deep dive on the "hurr hurr califorinia gas prices" trope. The real world is complex. Don't let billionaires and politicians...
US Uses 20M Barrels Daily Through Refineries
The US consumes over 20 million barrels of oil each day. But it doesn't consume it directly. Oil refineries take raw crude and turn it into various products - gasoline, diesel, jet fuel - that we can use. This week, I...
Ethanol Beats Gasoline by 23% After Energy Adjustment
⛽️Ethanol is much cheaper than gasoline. Even after adjusting for its lower energy content, it was 23% cheaper than gasoline as of Wednesday, the biggest gap in data back to 2007. That helps explain why demand has held up, though summer driving...
92.5M Barrel SPR Swap Part of Existing 172M Deal
On the 92.5 million barrels SPR exchange, do NOTE this a tranche that's part of the **already announced** 172 million barrels exchange (it was announced March 12). This is NOT an additional release.
China Lets Hormuz Stay Open, Exploiting Western Turmoil
That's a fair way to think about it @Stormontenergy But maybe China just lets Hormuz ride for now. It's benefiting from more relative economic destruction to the West It has ample reserves including a few months of Iranian crude already on...
Demand Destruction Caps U.S. Diesel Deficit, Prices Lead
Ukraine Shock: U.S. diesel inventories led, prices followed Today: Prices lead—Demand destruction likely caps inventory deficits #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/FA6tDuU7W2
Boost Efficiency, Not Cut ROE, for Affordable Utilities
Smart stuff from @GovernorShapiro on the right way to hold utilities' accountable to affordability objectives when setting return on equity (RoE) in rate-making cases. As opposed to strongarm tactics to cut ROE, push for efficiency: make more room in the...
Nations Commit to Phasing Out Fossil Fuels in Colombia
Countries agreed on next steps to wean off oil, gas and coal as a special summit on exiting fossil fuels concluded in Colombia https://t.co/VmKOSMmp5r
80/20 Debt-Equity Mix Boosts Utility Durability
Moving all of the utilities to 80% debt and 20% equity is more durable than reducing their ROE. You can do it with the 1706 financing program at LPO like Georgia Power just did.
Oil Prices Surge Past $120, Triggering Historic Energy Crisis
Brent crude oil has crossed $120/barrel for the first time since June 2022. The IEA is calling this the “biggest energy security threat in history.” We’re on track for the biggest oil crisis in decades.
Futures
Futures markets suggest that trouble in the Middle East -- and higher energy prices -- will still be with us during the U.S. midterm elections in November. https://t.co/sX0oV15qiq
Japan Confident of Crude Oil Supply Through Year‑end
Japanese top officials say that "even conservatively, we expect to ensure supply [of crude oil] through the end of the year."
Critical Mineral Mining Creates Sacrifice Zones for Poor
The AI and clean energy boom has a hidden cost. The rush to mine critical minerals is creating “sacrifice zones,” with environmental and health impacts falling disproportionately on poorer communities. It exposes a deeper tension. The technologies shaping the future can carry...
June Brent Expires, July Becomes New Prompt Price
Seeing some confusion on the feed re: Brent prices/volatility and today's expiry. Today is the last day of trading for Brent's June contract (white), and tomorrow the July contract (blue) becomes the "prompt" price most of us see when we search...
Experts Warn: Nuclear's US Future Remains Uncertain
There’s no shortage of cheerleading about the future of #nuclear energy in the US. That’s why I was pleased to sit down on April 9 at SMU’s Energy Outlook 2026 with Jim Burke and Ray Rothrock. (Sincere thanks to my friends at...