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
Yesterday, the EU struck a trade deal with Australia to secure access to critical minerals, like lithium and aluminum. According to the NYT, US tariffs pushed the deal forward. TRUMP’S TARIFFS = CREATING AMERICAN ENEMIES = PIVOT AWAY FROM UNCLE SAM. https://t.co/Suer5RGrQO
US officials are examining what a potential spike in oil prices as high as $200 a barrel would mean for the economy, sources tell @hlowenkron @SalehaMohsin and me, a sign of studying possible fallout from extreme scenarios for the #Iran...
Report: Cutting red tape in residential solar could save homeowners billions #energysky -- via Solar Power World: https://t.co/eOPy0cAMlC
Gas shortfall fears pushed out again as grid battery boom and electrification take fresh bite from demand #energysky -- via Renew Economy: https://t.co/SIHv5tanVT https://t.co/F4npGu5RMq
Nine big batteries totalling 2 gigawatts shortlisted for payments to maintain “heartbeat” of the grid #energysky -- via Renew Economy: https://t.co/slnOMLGd5j https://t.co/Ejwlk6zP7n
ERCOT after RTC+B: How real-time optimisation is reshaping battery storage economics #energysky -- via Energy Storage News: https://t.co/0kTqm7fk8G
Will U.S. diesel and jet fuel inventories decline to historic lows? US Weekly Oil Data: US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). Link: https://t.co/9fNzVH20GN
The Philippines have declared a NATIONAL STATE OF EMERGENCY. The Philippines imports 98% of oil from the gulf and gas prices have DOUBLED since the breakout of the Iran war. THE PHILIPPINES SHOULD SEND THE BILL FOR DAMAGES TO TRUMP AND NETANYAHU. https://t.co/bNdU01nHJI
Delighted to meet 🇯🇵’s Minister of Economy, Trade & Industry Ryosei Akazawa @ryosei_akazawa We spoke about how the Middle East war is impacting oil, gas & other commodities, with particular challenges for Asia – and how we can work together...
Aramco, the largest oil company in the world, earned $93 bn last year. More on this in the Chartbook Top Links. Source: How They Make Money https://t.co/DnYAwzwvOQ
French developer seeks approval for Australia’s largest solar BESS #energysky -- via pv magazine global: https://t.co/2TN0iDGvRF
30% of world's electricity came from WindWaterSolar 2024 8.11% wind, 14.33% hydro, 0.29% geo, 6.93% solar 16.2% of world pop has avg WWS generation 73% WWS by continent: S Am 57.8% Oceania 57.8 Europe 40.24 N Am 28.04 Asia 26.9 Africa 24.4 MidEast 4.9 https://t.co/KP3uii4BqI
@grok There are about 20 LNG cargoes stranded in the Gulf because of the Hormuz crisis, explain to my followers how they lose LNG due to evaporation.
I said last June-July: China got the message, Hormuz Strait will be closed, and started preparing for it. Read details below.
Crusoe taps not one but two novel battery technologies for AI buildout #energysky -- via Canary Media: https://t.co/hWHxKb2w9Z
If you're running Indonesia or Nepal and BYD is offering you 100,000 EVs, you're going to buy 100,000 EVs. The critical minerals concentration argument is real. But solar panels today use one-tenth the silver they did ten years ago. The EV...
Brent crude: - Flat price (white) - Prompt futures timespread (blue) - Dated-to-Frontline (DFL) spread (orange) All off their highs, but DFLs are both closest to the "real" spot market and they're trading nearest the high of the lot. In relative terms DFLs didn't get...
My appearance today @OnPointRadio with @MeghnaWBUR talking about the Strait of Hormuz. On Point: https://t.co/X1Zkk3Qebt Spotify: https://t.co/ZpzVC27zml Apple: https://t.co/4ahkNZRGed
US MIDWEST ROUND-UP: EDP, Linea and LRE advance solar PV projects #energysky -- via pv-tech: https://t.co/pzFIf81vTU
Excellent analysis covering europe's energy suicide including nuclear retreat and fracking bans, exporting carbon intensive industries. It's hard to turn around once the expertise is gone, see France attempt to build a new nuclear plant.
My BNN Bloomberg conversation from earlier today for those who missed it. Talked about the state and trajectory of the Iran War, the growing physical-sentiment disconnect in oil markets, and how nothing really matters unless traffic through the Strait of Hormuz...
Canada Doesn’t Need New Pipelines, Despite Oil Shock Economist Werner Antweiler says that a short-term oil shock doesn't overcome the many reasons why Asia won't be a market for Alberta heavy sour crude. #abpoli #ableg https://youtu.be/GUwULJF2jfc
2D carbon selenide offers route to competitive sodium-ion batteries #energysky -- via pv magazine global: https://t.co/deTW0kC8Qd
There is still a world of difference between the 2021/2022 energy crisis and the current one. https://t.co/Uti2V6LX6d
Interesting debate here between JP Morgan's Michael Cembalest and @JigarShahDC on the latest Open Circuit episode. Will the global natural gas crunch accelerate solar + batteries in emerging markets that are considering deeper investments in LNG? Michael argues that comparisons people...
Doubling down on its strikes in the Baltic, Ukraine has launched an even more impressive and successful strike on Ust-Luga and other export facilities. Full analysis available exclusively for Analyst Tier members on Patreon ➡️ https://t.co/Vp7XCb4HTR #russiaukrainewar #energy https://t.co/nwoDcCn3T7
Global PV equipment market to grow over 2.5 times by 2035 – VDMA #energysky -- via pv-tech: https://t.co/YKvnSHtcFQ
National average gas prices are now within cents of the pivotal $4-per-gallon threshold, which many elected officials would prefer to avoid in a midterm election year. https://t.co/Ow36WJehg7
What’s next for Ohio’s former green steel project? More coal, it seems. #energysky -- via Canary Media: https://t.co/d2dQ9i4G6T
This volatile oil price remains at the mercy of a flood of (often-contradictory) headlines emanating from the three warring parties — US, Iran, and Israel. #economy #oil #markets #energy #middleeastwar
Oil prices up 20% in weeks. 1 day alone added 9%. In 1973, a supply shock like this wiped 45% off the stock market and sent gold up over 2000%. I have spent 55 years building an alternative framework for understanding how...
Advait Greenergy opens 30 MW electrolyzer assembly facility in India #energysky -- via pv magazine global: https://t.co/JI7ycDKt5B
The Trump Administration is paying a billion dollars to stop a massive energy project in the middle of an energy crisis. Why? Because physics is Woke and real men burn stuff. Great piece by Paul Krugman. https://open.substack.com/pub/paulkrugman/p/the-war-on-wind-continues?r=59ujy&utm_medium=ios
⚡️Via @axios' @AmyAHarder, a short and smart view from the ground at #CERAWeek in Houston. Link in next post. #energy #OOTT #datacenters #AI #Iran
Data center developers are asking for 100,000 megawatts. Anthropic says they need 25,000 for training. NVIDIA says inference can run on 5 megawatt blocks that fit the existing grid. So why is nobody answering the question of how much they actually...
🚨Hormuz Crisis goes global: Europe is heading for energy shortages, massive price spikes, and deeper reliance on Russian energy. 🚨What is next for US commercial crude inventories after the SPR release? Daily Energy Report https://t.co/W33F3aHN9V
Lee Zeldin talking on stage now w Dan Yergin about why admin reversed endangerment finding. #ceraweek. For any who want a deeper & more nuanced take on the many complexities around this issue, check out this recent episode of @ColumbiaUEnergy...
A lot of oil importers have been intervening pretty heavily to keep their currencies from depreciating and adding to the oil price shock. Turkey is one of the more interesting cases, as its fx reserves remain limited 1/2 https://t.co/zsikWfgTxD
EV sales are exploding right now around the world as literally everyone wakes up to fossil fuel fragility: From Vietnam to Brazil, we're leapfrogging the old oil era to power transport with homegrown, clean energy Clean energy IS national security https://t.co/ATQ0o3LCfw https://t.co/VPVf97gJqC
The market monitor filed this complaint 4 months ago. Incredibly fast turn-around from FERC. Other complaints -- particularly about transmission rates and planning -- have been sitting for years.
Blockchain Virtual Power Plants Pay EV Owners Instantly Plenty of innovation coming to integrate EVs, solar, batteries (DERs) into power grids. Hope some of that innovation finds it way to Canada. https://youtu.be/DZ2baN_z8Sk
Exclusive: Tesla in talks with Chinese firms to buy $2.9 billion worth of solar equipment, sources say No "overcapacity" here.... https://t.co/XUURdFhf32
No power outages planned for tomorrow all across Ukraine despite Russian attacks - again 👌💡
Refra debuts water-to-water heat pump for commercial, industrial use #energysky -- via pv magazine global: https://t.co/DOFvMvsh0B
India’s LPG crisis following closure of the Strait of Hormuz The war between the United States and Iran and closure of Strait of Hormuz has become a critical threat to the supply of liquefied petroleum gas (LPG) India relies on for...
Energy is the ONLY sector positive in 2026. Not tech. Not financials. Not healthcare. Oil and war. That's the market's only winner. $XLE $XOM $SPY https://t.co/knCwIMzMam
Coming to terms with the fact that no matter how the Iran War and Hormuz crisis ends it’s going to be far harder going forward to scoff at claims that the paper market isn’t pricing in physical oil market realities. Catastrophic...
Light Crude Futures $CL_F $USO 2 hour chart on left 30 minute on right Oil had been holding support btwn 94-92 until the 🟠"taco tweet" removed some of the perceived risk in oil It dropped down to the anchor from the beginning of the...
The Strait of Hormuz closure is a stress test for every system dependent on it including AI. Data centers run on uninterrupted power. When energy fractures, so does the digital economy. But AI is also one of our most powerful tools to...
Hormuz is a warning: Australia’s oil problem is its electrification gap #energysky -- via Renew Economy: https://t.co/IBuXnLnaFX https://t.co/XV0KYGBPsG
