US Renewables Surge, Outpacing Gas for First Time
US renewables (yes, US) are flourishing, thank you very much >US Solar 2025: Up a massive 28% over 2024 >Renewables officially passed a quarter of all US generation in 2025 >In March 2026, renewables beat gas (35% to 34.4%) for 1st time ever >Wind shattered records across regional grids from Texas to the Midwest And 2026 is on track for another record year 150 years of fossil fuel dependency is being buried in real-time, in the USA too
Distillate Stocks Hit Historic Lows, Diesel Prices Surge
Distillate Inventories to Plunge to Historic Lows and Diesel Prices Head for Records US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). https://t.co/6OOFLjRzqS
Rethinking Climate Action: Can We Make It Great Again?
Solar Insiders Podcast: Can we make climate action great again? #energysky -- via Renew Economy: https://t.co/I4tgs3V8Y9 https://t.co/B0Hm8Ilpwe
EU Launches Homegrown Clean Energy Push After Price Shocks
EU responds to energy price shocks with ‘homegrown’ clean energy push #energysky -- via pv magazine global: https://t.co/uqzZN3tyrr
July Brent Price Matters More than June Amid Crisis
June Brent > $122/bbl July Brent >$113/bbl In the current crisis, that July price is a much bigger deal than the June price.
Solar, Batteries, EVs Last Decades, Unlike Fossil Imports
100% agree. Once you've deployed solar panels, batteries, or EVs, they operate for 20+ years. Very different dynamic than importing fossil fuels.
We Charge City Offers €0.39/kWh AC Charging in Germany
"Starting this October, the We Charge City tariff will be available to ID. Polo drivers - offering public AC charging at €0.39/kWh across more than 150K AC plugs in 🇩🇪" wonder if this (or something like it, will be available abroad...
1997 UAE‑OPEC Paper Disproves Current Media Narratives
My first paper on the UAE and OPEC was published in 1997. The analysis from back then debunk most of what you’re hearing in the media today.
EDP SA Commits $1B to Asia‑Pacific Renewables, Targeting Australia
EDP SA’s renewables unit will invest about $1 billion in green energy projects across Asia-Pacific through 2028, with a focus on developing its presence in Australia. https://t.co/7kjQ8OwsYF
Current Drilling Woes Echo 2015 Shale Unprofitability
This really feels like shale in 2015, when no one could convince energy companies to stop drilling unprofitable wells...
AI Data Centers Spike Electricity Prices Nationwide
The hidden cost of AI: How data centers are driving electricity prices higher across multiple states, affecting you and your neighbors. https://t.co/wyPRp0r4Ux
China’s 2‑3‑Month Iranian Crude Buffer Soon Ends
Roughly 155 mb of Iranian crude and condensate already sits outside the Gulf chokepoint, reports @Kpler China has a 2–3 month buffer of Iranian barrels outside the Gulf. After that, supply tightens, prices rise, and margins get squeezed. #OilMarkets #Iran #China #Refining...
Gas Prices Far Below $8, Even in California
Gas is not $8 in California. The SecDef shouldn't have to lie to try and win a point https://t.co/nauxbbjW8K
Fossil‑fuel Phase‑out Protects Economies From Price Shocks
Countries that phase out fossil fuels will be "shielding their economies against the kind of price shocks that we're seeing currently," said the Netherlands' climate minister https://t.co/b6Hq7lkOWO
US Has Lithium Projects, Lacks Processing Capacity
Also: the US doesn’t lack for prospective lithium projects. What it lacks is processing capacity.
DOE Charts Turn Into Trump Propaganda, Not Data
These charts are copied directly from the DOE website TRUMP is shown producing US oil and natural gas The DOE has become a propaganda mouthpiece for the Administration @SecretaryWright DOE should explain energy—not market it. #EnergyReality #OilMarkets #DataIntegrity #Shale #NGPL @acranberg
Brent Spot Leads Futures, Backwardation at $123/$120
The latest physical-through-financial Brent curve. Dated Brent at $123.37/bbl today, June futures pushing $120/bbl https://t.co/fiyAh1aKp6
Wave‑powered Floating AI Data Centers Cut Emissions, Face Durability Hurdles
A startup is developing floating platforms that use wave energy to power offshore AI data centers, reducing emissions, but faces potential durability issues. https://t.co/GF5DxoD8qV
State Ownership Now Dominates Global Oil Reserves
during the 1973 oil crisis, private companies controlled 85% of global proven reserves. today, state owned enterprises control 75%. (and that number would be 90% if it wasn’t for the shale boom)
Oil Futures Surge Past $100, Stocks Remain Flat
June Crude oil Futures have been moving towards, and now have broken back above $100 ($106.43 +6.50), and stocks are yawning like its still $80. https://t.co/lX4zGyKkb7
Trudeau Juggles Three Pipeline Choices as Oil Slides
Cast your minds back to November, 2016. Trudeau gov't faces 3 pipeline decisions: Line 3, Northern Gateway, and TMX. Energy East remains under consideration w 1 million bpd committed. President Trump has just announced a revival of Keystone XL. WTI...
Trump's Oil Blockade Persists; SPR Releases and Export Caps Denied
I’m afraid that if President Trump really wants to continue the blockade for months while minimising the impact on US consumers, there’s only a (bad) way: more SPR releases and/or oil export restrictions. The White House has consistently said neither is...
Oil Surge Threatens US Growth, Yet Markets Remain Unfazed
Oil +7% today, 36% in last 9 trading days Brent above $119/ barrel = Highest since 2022 Gas prices $4.23 / gallon = Highest since 2022 Prices of everything will start going up - confirms we'll get HAWKISH FED HOLD
Queensland Reverses Gas Ban, Permits New Exploration
Australia’s biggest coal state scraps fossil gas ban and opens up for new exploration for first time in a decade #energysky -- via Renew Economy: https://t.co/FdBiaYO1I1 https://t.co/W5ffQ4RxEq
Invest $100 in Emerging Market Solar Projects
Today on Volts: Want to invest a little money in renewable energy projects in the emerging economies where they're most needed? Thanks to "Regulation A" (don't ask), a company called Energea can accept consumer investments as low as $100 in...
UAE's OPEC Exit Signals Major Shift in Oil Market
I usually share my initial thoughts on various energy market developments here first, but I'm trying to branch out and yesterday I wrote this on the UAE's exit from OPEC on LinkedIn: https://t.co/imFAPkipF4 #OOTT #oil #UAE #OPEC
End of 25D Credit Slashes Enphase Q1 2026 Revenue
Lower residential demand after 25D tax credit ends impacts Enphase’s Q1 2026 revenue #energysky -- via pv-tech: https://t.co/3wmb4Fesba
NACHO Means Hormuz Strait Won’t Open, Trader Says
"NACHO" Bloomberg columnist Javier Blas revealed “NACHO” on Wednesday, citing a trader who told him the acronym stands for: “Not A Chance Hormuz Opens.” https://t.co/JF8QdhaeCa
Gas Prices Hit Postwar High, Burdening Low‑Income Families
Gas prices continue to climb as Persian Gulf supply disruptions push Brent crude to about $108 a barrel and U.S. crude above $103. Gas prices are up to a postwar high of $4.23 a gallon, while diesel reached $5.64. Analysts...
Sodium‑ion BESS Chemistries Compared Across Industry Leaders
Sodium-ion for BESS: chemistries and battery products from CATL, Envision, BYD, Hithium & HiNA compared #energysky -- via Energy Storage News: https://t.co/LFgi3DiHgk
Rising WTI/XLE Ratio Signals Oil‑Led Market Shift
WTI crude 72% y-o-y vs XLE (energy equities) 47% y-o-y. * Rising ratio = oil outperforming energy stocks * Falling ratio = energy stocks outperforming oil The WTI/XLE ratio turning up is the signal. It suggests a shift from energy as mature, low...
Renewable Infrastructure Hiring Surge: Transferable Skills Needed
Green tech is a growth bet right now regardless of politics. The companies building renewable infrastructure are hiring and they are not slowing down. If you have transferable skills, this is worth a targeted push.
Higher Energy Costs Slightly Boost US Import Prices
"Our analysis shows that a 10% increase in local energy prices in a given country tends to raise US non-energy import prices from that country by about 0.5%." - GS
Chinese Cleantech Dependence Differs From Russian Gas, yet Risks Politics
Dependencies on Chinese cleantech are very different to relying on Russian gas, says Dr Michal Median "It's not a useful comparison," as one is stocks, the other flows But, says Median, Chinese dependency could still come with "significant" political and geopolitical trade...
Trump Plans Extended Iran Blockade, Shields US Consumers
President Trump discussed steps the US could take to prolong its blockade of Iran during a meeting w/ oil &trading industry executives Tuesday. Talks covered how to continue the blockade for months if needed while minimizing impacts on US consumers. https://t.co/ZSMRTr0P6N
Europe Can Self‑manufacture Clean Energy, but at Higher Cost
Dr Nagat Karroum, Uniper Renewables, says that Europe could – technically – manufacture everything domestically for clean-energy expansion (rather than buying from China). But she adds that this would come with trade-offs in terms of cost and speed of deployment. https://t.co/4rWiRH3rtb
Australia’s Biggest Battery Builder Sees Zero New Orders
Builder of Australia’s biggest battery project says outlook uncertain as new orders plunge to zero #energysky -- via Renew Economy: https://t.co/0l1ONBG8pH https://t.co/Q5D7EskjL6
Without Supply Discipline, US Shale Faces Price Collapse
In 2015 OPEC failed to do what swing producers had done since 1932 - cut under a surplus. It allowed a glut to form. In 2020, OPEC+ disunity and ramp to max exacerbated the demand collapse. In both cases...
Oil's 70% YoY Rise Still Lags Gold Benchmarks
Oil is up 70% year-on-year but still not a particularly impressive run in hard-money gold terms. Only back to the 2016 low. https://t.co/O03mkZeW1S
Petrol Agency Nets ₹33.6L Annual Profit on 6k Litres Daily
My friend’s father has Petrol Agency. > Commission per Litre~ ₹3.5 > Fuel Sold per Day~ 6,000 litres > Daily Income~ ₹21,000 > Monthly Income~ ₹6,30,000 > Monthly Expenses~ ₹3,50,000 • Staff salary • Electricity • Maintenance • Rent/Lease > Monthly Profit~ ₹2,80,000 > Yearly Profit~ ₹33,60,000 @champ_trader
UAE Leaves OPEC: Strategic Shift Explained
HOT OFF THE PRESS: My interview in @FortuneMagazine with @MrShawnTully, "Take the Money and Run": Why the UAE Quit OPEC https://t.co/VBoanrelVc
Oil Rally Pushes WTI Past $105, Spikes OVX Volatility
US benchmark oil (WTI) is above 105 on a more than 5% climb today. Brent is near 110. Notably, the rally is stirring a commensurate rebound in the OVX volatility index - similar to the Mar 25 - Apr 2...
US Export Surge Drains Inventories, Threatening Energy Security
The world is calling on the barrel of last resort — and it’s brutal for the US. American total petroleum exports (crude and refined products) surged last week to an all-time high >14m b/d. The price? US total inventories plunged at ~3.5...
Clean Power Makes Up 91% of New U.S. Capacity
Clean power captures 91% of new U.S. grid capacity as 2025 installations hit 50 GW #energysky -- via pv magazine usa: https://t.co/HAHIJDbUBF https://t.co/hYdtjH6j6O
Half of UK's Onshore Wind Near End, Grid Reform Overlooked
Reowering: Scottish Power boss Keith Anderson says 40-50% of the UK's onshore wind projects are coming to the end of their lives in the next decade Says he's concerned that grid queue reform didn't take this into account https://t.co/IsyS5w2icd
France Commits to Ending Coal by 2030, Oil by 2045
France unveiled a plan to phase out fossil fuels at a climate summit in Colombia, with goals to exit coal by 2030, oil by 2045 and natural gas by 2050 https://t.co/QGbEK0nsip
OPEC+ Collapse Threatens US Shale with Price Volatility
Au contraire, @WSJ: A fractured or absent OPEC+ is a disaster for the US oil industry and foreign policy. No OPEC+ = Wild Price Volatility = Gut punch for high-cost US shale oil, the first victim when oversupply...
US Petroleum Stocks Tumble, 13.3 M Barrel Draw
Thereeeeee sheeeee goessssss US commercial petroleum inventories fell by a headline 17 million barrels, PLUS another 7.1 million barrels of SPR crude draws. 13.3 MMbbl total crude draw (comm + SPR), 6.1 MMbbl gasoline draw, 4.5 MMbbl diesel draw. https://t.co/81Zl4NqhBb
Electrical Contractors Become Key Players in Expanding Solar Storage
Electrical contractors step into a bigger role as solar and storage scale up #energysky -- via pv magazine usa: https://t.co/etiEra5m2X
US Gas Prices Surge to $4.23, 30‑Year High
Gas prices in the US have moved up to $4.23 per gallon, their highest level since August 2022. The 42% spike over the last 9 weeks ($2.98/gallon to $4.23/gallon) is the biggest we've seen in the past 30 years. https://t.co/Rw1sNI6MuP