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
Renewables are the only exit strategy: Day 27 update of the structural heart attack currently taking down the fossil fuel system ➡️India: PANIC. Long queues at petrol pumps nationwide, total dry-out risk up. 9 days of reserves left. Restaurants shut in 10 states. Planting season at risk due to Gulf fertilizer shortage ➡️USA: PRICE SHOCK. Diesel prices up 33%. Gas taxes suspended and Strategic Reserves being drained. Russia and Iran sanctions quietly paused ➡️Indonesia: QUEUES FORMING. Long lines at stations in Surabaya and Jakarta. Crude reserves of 20 days. Government weighing mandatory 1-day WFH policy to cut fuel use 20% ➡️Pakistan: PARALYSIS. Massive queues at stations following overnight price surge. Schools closed. 4-day workweek. LNG terminals at 20% capacity ➡️Brazil: SHORTAGE SIGNS. Lines forming in major cities, distributors warn of gasoline shortages. Fuel prices up 13% ➡️Bangladesh: CHAOS. Long queues and literal looting at petrol stations. Owners threatening to shut down entirely due to security concerns and inadequate supply. Textile production going dark ➡️Japan: TICKING CLOCK. Usable state reserves of 95 days. Emergency release of 80m barrels started ➡️Philippines: MANDATORY 4-DAY WEEK. Long queues at petrol stations. State offices shut on Fridays. National Energy Emergency declared ➡️Vietnam: DRYING UP. Stations running out of fuel. Government mandated WFH. Country effectively in energy lockdown ➡️Türkiye: EXPLOSION. Vehicles queuing for miles as fuel prices jump for 4th time in a month. Inflation at 31%, currency under severe pressure ➡️Germany: SOCIAL UNREST. Gas over €2.32/liter. Petrol stations limited to one price change/day to prevent panic price-gouging ➡️Thailand: 3KM QUEUES. Late-night lines stretching for kilometers in rural districts. Farmers waiting overnight for rationed 1,000-baht fuel caps. AC set to 26°C ➡️UK: WARNING. Concerns over queues growing. Government reviewing National Fuel Emergency Plans ➡️France: PRECAUTIONARY PANIC. Long queues visible across Paris and suburbs. Fuel prices up 30% ➡️South Africa: STATIONS EMPTY. Motorists driving to 3 or 4 stations to find any diesel stock. Farmers rationed to 80L per day ➡️Italy: PUMP RAGE. Tax reduction of €0.25/litre. 89% of power is gas-influenced; generation costs up 58% ➡️Kenya: WHOLESALE LOCK. Dry pumps in Nairobi. Suppliers curbing wholesale sales due to price caps. Motorists queuing overnight ➡️South Korea: LONG LINES. Growing anxiety as queues form at petrol stations. 50-day countdown has started. Release of 22m barrels from strategic stockpiles ➡️Nepal: CHOKE POINT. Families queuing for days for cooking gas (LPG). Total reliance on the trans-India supply chain has become a catastrophic liability ➡️Australia: RUNNING DRY. Panic buying has caused hundreds of stations to go dryu. Tanker arrivals slowed to a crawl. Penalties for price gouging doubled ➡️Sri Lanka: RATIONING. Restricted fuel supply. 4-day workweek. Schools closed. Petrol passes and long queues are back ➡️Slovenia: LIMITS. Private drivers capped at 50L per day. Queues at borders for fuel tourism from neighbouring countries The fossil fuel era is an abusive, dirty and expensive system of renting energy through endless, risky imports to benefit the few at the expense of the many Clean energy is about owning it For every country, this is yet another trigger to convert fossil fragility into electric independence
Goldman is onto something important here. This is not your grandfather’s oil crisis. It won’t be felt as a supply shock across the Atlantic because North America is a self-sufficient producer. It also means US and Canadian oil companies are about...
Brent crude nearing $100. Citi's CIO says markets show "excessive optimism" on peace. Iran rejected the latest US proposal. 20% of global oil flows through the Strait of Hormuz. "Excessive optimism" is a polite way of saying: priced wrong. $OIL $XLE $SPY https://t.co/9YTglnhd8a
Brent is close to $108. Will we hear a statement from the White House today that brings back to low $90s? 😉
The worst oil crisis in history comes at a good time for China’s troubled EV giants https://t.co/15HWchakCe
South Africa’s largest PV project reaches financial close #energysky -- via pv magazine global: https://t.co/avNuEBA7IS
What WTI oil price does your firm need to cover operating expenses for existing wells? @DallasFed via @macrolutzie https://t.co/5sVYLcuBRm
💠The ongoing crisis in the Middle East and its ripple effects on global energy flows serve as a stark reminder of how deeply interconnected our energy systems are — and just how vital reliable, uninterrupted energy supplies are to global...
BRENT SPOT SO TIGHT Dated-to-Frontline (DFL) Brent crude oil timespread is currently sitting just shy of last week's all-time high, and if we closed here we'd finish at a fresh daily ATH. Signals extreme tightness in North Sea spot crude markets amidst...
Green advocates think the Iran crisis accelerates the energy transition WRONG Japan's moving to coal. Energy blindness & ignorance of human behavior has been fatal for the renewable movement #EnergyCrisis #Oil #Coal #Renewables #Geopolitics #Hormuz #OOTT #EnergySecurity
Key mistake the West made after Putin's invasion of Ukraine was not to embargo Russian oil. The result is that - more than 4 years later - Russia is still waging war with appalling loss of life. A short, sharp...
The headline is 4.2 % US INFLATION The real story is STAGFLATION Longer war = higher energy prices Higher energy prices = inflation + weaker growth The only uncertainty is how long it lasts. #OECD #Oil #Inflation #Stagflation #EnergyCrisis #Macro #Geopolitics #Growth #oott...
March 2027 RBOB gasoline futures $2.21, implying $3.15 at the pump by the winter https://t.co/TkEv0pc6Zf
MOSCOW, March 26 (Reuters) - Russia's vast Kirishinefteorgsintez oil refinery, one of country's largest, halted processing on Thursday following Ukrainian drone attacks which set some plant's units ablaze, two industry sources said.
A few weeks ago, I published an @Opinion column arguing that net-zero by 2050 was, effectively, dead. At @CERAWeek in Houston this week, Germany's minister for energy and economy said Europe should allow itself to miss its mid-century net-zero goal....
Key pushback to a blockade is that it might spike oil prices. Iran's 2 million barrels per day could spike oil prices by 20% if they go offline, but - with Brent already up 60% from before the war -...
A hedge fund client just asked me "what happens to allow flow of oil?" I answered, "The IRGC gets P A I D." It kind of rhymes. Like a rap. 👇 https://t.co/dpCtkPaSTd
Using premarket marks, this is Crude (USO) vs VIX. You can see the AM VIX move is high relative to the move in oil (red dot). Black dots are last 5 days. https://t.co/ZgBEOTzNOF
Meager new emissions reduction plans from New Delhi limit the prospects of major progress through 2035 from the three biggest polluting nations https://t.co/H7X2IWuZRQ
"Electricity generated from wind and solar is largely insulated from fossil fuel price volatility – once built, the fuel is free." This is what I told @dharnanoor @guardian who published this article. https://t.co/JmVkEskvVq https://t.co/gP1IeOkWVK
His totaled Tesla showed up on the app — charging in rural Ukraine, a year after the accident. Someone salvaged the battery. Now it's probably keeping the lights on during Russian blackouts. War repurposes everything. https://t.co/3W8ezKpCFR
🚨 JAPAN TO LIFT COAL POWER LIMITS FOR 1 YEAR Japan is temporarily easing restrictions on coal-fired power plants for the next 12 months. The emergency measure comes as a direct response to rising Middle East tensions and potential disruptions to energy...
Taiwan spent an extra $600 million to secure LNG through June to replace lost Qatari supply 🇹🇼 💰 Taiwan’s Economic Minister said spot LNG prices are “about twice as high as long-term contract prices with Qatar” The island depends more on gas...
"The Resurrection of the Hunter: Liddell’s Transition from Coal Giant to Battery Powerhouse" The first 250 megawatt phase is currently being put through its paces, with the full 500 megawatt capacity expected to be commercially operational by June 2026. https://t.co/wi9ivAy4Ue
$CTRI is a broken spin-off staging a comeback - Parent $SWX fully exited; 80% supply overhang is gone - Pure-play exposure to grid load growth and gas infrastructure - DD organic growth + long roll-up runway - Implied 30% IRR with a target of...
NEW ANALYSIS: India's CO2 emissions in 2025 grew at slowest rate in more than two decades 🏭power CO2 down 3.8% ☀️record clean-energy growth 🚗oil demand only up 0.4% 🏗️steel/cement up 8/10% By CREA for CB https://t.co/PbsujsYFN9 https://t.co/GMaOhXfXzR
as gas and oil prices surge, I managed to charge up two EVs yesterday for far less than 1 litre of petrol (gasoline) 🙃 I hope the UK government follows Portugal and Spain and invests heavily in renewable energy https://t.co/9xuUvHpp9C
ONE thing President @edmnangagwa understood very early in his presidency is that SUBSIDIES create ARTIFICIAL SHORTAGES. Countries with fuel subsidies are already experiencing MASSIVE SHORTAGES… https://t.co/bpI2xgOqg6
oil companies up and mining stocks down. First time I have seen an analyst (PJ Invesco) admit hey we’re wrongly optimistic start of the year and many positions are locked in. Outlook hopeful and great point said- we are not as dependent...
In just over a decade, Chile went from no utility-scale wind or solar to more electricity from these sources than from all fossil fuels combined. 2000: wind+solar 0%, fossil fuels 45% 2025: wind+solar 36%, fossil fuels 28% https://t.co/sL9Igdp0rP
Floating solar combined with aquaculture is an interesting idea. Using the same surface for energy generation and food production sounds efficient. Less land use. Lower evaporation. Potentially better panel performance. But the concept also raises questions that are often overlooked. What happens to the...
Iran's bid to start charging a fee to vessels crossing the Strait of Hormuz (Tehran never ratified the UNCLOS despite signing it in 1982) is making other countries ensure they don't encounter such risks in other chokepoints -- the Straits...
Asia are preparing for worst-case energy scenarios 🚨 🇰🇷 South Korea set up an emergency economic task force 🇮🇳 Modi warned India faced unprecedented challenges 🇵🇭 The Philippines said there is “imminent danger of a critically low energy supply” https://t.co/bCF6njaYxh
France selects six operators for PV module recycling capacity #energysky -- via pv magazine global: https://t.co/h4W6IZISaO
Robots install 100 MW of solar panels on 1-GW AES project #energysky -- via Solar Power World: https://t.co/twW6hPg4bg
"We're going to see prices at the pump go back down," says White House's Karoline Leavit Trump's prioritization of domestic oil production will to it, she says Just like Drill, Baby, Drill that never happened for the last 15 months? You don’t offset...
The FAT TAIL for the Persian Gulf crisis Prolonged energy disruption & economic dislocation THRU 2027, says @ProfessorKaren That assumes the conflict is resolved in April or May
Oil production in Iraq down again because storage tanks are filling up and the country can't export. https://t.co/tyEDWv8Trb
Australians are "panic buying" fuel This is a classic early-stage crisis dynamic People fear shortages → they hoard → Local outages appear → which reinforces fear THIS IS WHAT FRAGILITY LOOKS LIKE BEFORE FAILURE This will happen in your country next
Even if a “deal” happens tomorrow, the damage doesn’t reset Kuwait Petroleum says full production recovery takes 3–4 months A ceasefire is just the start of a long, uneven rebuild #Oil #Kuwait #Hormuz #EnergyCrisis #SupplyShock #Geopolitics #OOTT #Markets
Second-life EV batteries approved for data center microgrid expansion #energysky -- via pv magazine usa: https://t.co/5D6R4Ym6Xp
Tweedle Dum and Tweedle Dee agree that the opening the Strait of Hormuz is important Where's DOGE when you need to cut fraud and waste?
Finally, a little commerce is moving in the Strait of Hormuz. The Iranians benefit by charging up to $2 million for free passage and those who pass obviously benefit or they wouldn’t pay the transit fee. THREE CHEERS FOR COMMERCE. https://t.co/hzDa6MSkxF
Intro econ for NYT reporters, oil was priced in yen it would be going up more in percentage terms in yen than it is going up in percentage terms in dollars. The unit is just a convention https://t.co/zCOwmbyJQv
Gasoline is telling you what this war really means. Up $1.00 a gallon in just 25 days. It's the first wave of the coming tsunami of inflation #GasPrices #Oil #Inflation #EnergyCrisis #Iran #Hormuz #Economy #Geopolitics #War #OOTT
Survey reveals PV systems in Germany outperform lifespan expectations #energysky -- via pv magazine global: https://t.co/2T7RmNyjWe
“Weaponizing the Strait of Hormuz is not an act of aggression against one nation. It is economic terrorism against every nation, every family that depends on affordable energy and food.” Abu Dhabi National Oil Co. CEO Sultan Al Jaber says in speech at @MiddleEastInst...
Snowy 2.0 budget to be exhausted in coming months, ratings agency says, as gas plant hit by new delays #energysky -- via Renew Economy: https://t.co/5pKV23AbWA https://t.co/J4WxHGtyFw
Good morning, We are in Day 26 of the war and Asia is reeling from the conflict as we are most dependent on Middle oil and gas. Let's talk about how Asia is affected by this conflict, a thread. You can...
Nebraska advances energy storage and data centre-focused bill #energysky -- via Energy Storage News: https://t.co/BqundVHw3F
