Repowering Essential as Japan's Solar Tariffs Near Expiry
Repowering key for Japanese solar assets approaching feed-in tariff expiry #energysky -- via pv magazine global: https://t.co/4xfcpaN9Yz
CRE Firms Install over 1 GW Solar Nationwide
Report: Commercial real estate companies have installed over 1 GW of solar across US #energysky -- via Solar Power World: https://t.co/SrqPPkAJ7L
Clean Power Outpaces Rising Demand, Peak Looms Soon
This is the first year that electricity demand grew and yet was ourpaced by clean electricity. 2025 was a special year. 2026 probably won't repeat this. But the true peak of global electricity demand is now on the horizon.
Diesel Use Drops, Signaling Coal’s Decline and Energy Renewal
Diesel consumption shows the decline in coal – a specific symptom of a broader need for renewal #energysky -- via Renew Economy: https://t.co/aHCKL1v1Wg https://t.co/cXzJMSO1uS
Global Economy Needs Gulf-Quality Oil, Not US Crude
The global system doesn't just run on oil It runs on the right kind of oil The Persian Gulf has it The US doesn't That's why the US exports 4-5 mmb/d Any questions? #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/TM9lmc9yM8
U.S. Light Shale Oil Mismatch Drives Massive Imports
The US produces oil but not the right kind • US crude is dominated by light shale oil • Refineries are optimized for heavier crude • Light oils yield too much gasoline, not enough diesel That's why the US imports 6 mmb/d #energy #OOTT...
Stem Buys Raicoon to Automate Solar Asset Monitoring
Stem acquires raicoon to automate solar asset monitoring #energysky -- via pv magazine usa: https://t.co/TsBT8TGDm2
Unreported Coal Methane Costs Nations Cheap Emission Cuts
Nations that fail to report coal mine methane emissions could be missing out on cheap opportunities to slash releases of the potent greenhouse gas, according to a report from energy think tank Ember https://t.co/WRVgOiwN88
Grenergy Secures 12‑Year Contract for 680 MWh Spanish BESS
Grenergy signs 12-year toll for 680MWh Spain BESS #energysky -- via Energy Storage News: https://t.co/OYg9bspqyk
EPA's Rigorous Cost‑benefit Analysis Supports Energy‑saving Lives
Rep.@AugustPfluger on how unleashing US energy saves lives: "This EPA is doing what the agency is supposed to: rigorous, honest, cost-benefit analysis—not rubber stamping regulations that strangle reliable energy production while claiming to save lives on a spreadsheet." https://t.co/Z4EzsZTtV1
Oil Industry Thrives on Subsidies, Cheap Land, War Profits
The biggest grifting, handout-receiving industry in the world is no doubt the oil industry. They get state, local, and fed tax breaks; they lease arces of public lands for $10-$20/acre; they get formal subsidies, trillions in unpaid externality damages that...
Sumitomo Electric Flow Battery Secures HEPCO Renewable Integration Tender
Sumitomo Electric flow battery wins Japanese transmission operator HEPCO’s renewables integration tender #energysky -- via Energy Storage News: https://t.co/HuKerCSZCK
Global Economy Inching Toward a Massive Oil Shock
Haven’t seen lines like this since airlines in March 2020 It really does seem to me that the whole world is sleepwalking into a massive oil shock. Would be delighted to be wrong. What am I missing?
Trump Administration Redirects $900M From Wind to Oil
Sigh ... we live in the dumbest timeline ... President Trump's administration is paying almost $900 million to kill off two more wind power projects and steering that money into oil and gas projects. https://t.co/2280Y7cAn1
A Decade of Data Reveals US Grid Reliability Trends
Reliability Explored: What a Decade of Data Tells Us About US Grid Reliability #energysky -- via RMI https://t.co/AcSMeHd09P
Cheap, Long‑range EVs Poised to End Gasoline Era
This could transform the grid. And the final death-knell for the internal combustion engine. Really cheap electric cars, with decent range coming in a few years.
New Silver Paste Designs Boost TOPCon & LECO Efficiency
Rethinking silver paste design for TOPCon, LECO solar cells #energysky -- via pv magazine global: https://t.co/NSMKHmlpa7
Alberta Nuclear Panel Reveals Surprising Public Sentiment, Government Twist
Alberta Nuclear Panel Report Has Unexpected Twist Prof Duane Bratt discusses AB public opinion about nukes. And the Smith govt's unusual approach to the panel. #ableg #abpoli https://youtu.be/Ccm9OQ24MmE
Defying OPEC Quotas Invites Invasion, UAE Demands Guarantees
Probably worth reminding that the last time a gulf state defied opec quotas in the context of damages from a wider regional war with Iran, it also got invaded. Context was that after the Iran–Iraq War, Iraq was heavily indebted and...
Diversifying Routes Neutralizes Iran's Strait of Hormuz Leverage
Game changer and what I wrote about in @washingtonpost about making the Strait of Hormuz irrelevant (or at least much less relevant). Iran's massive strategic blunder was playing that card - what @SecRubio called the economic nuclear weapon. Motivating all...
UAE Exits OPEC After Six Decades, Reshaping Oil Market
JUST IN: The UAE has left OPEC after 59 years. Oil will never be the same. Here's what's happening and why it matters:
UAE Exit Leaves OPEC with Minimal Market Power
With the UAE exit, OPEC has officially lost most influence it still had over global oil markets... Full analysis available exclusively for Analyst Tier members on Patreon ➡️ https://t.co/Es6KeSByiI #opec #crudeoil #geopolitics https://t.co/UIfE0geRBI
Reformed Safeguard Mechanism Fails to Reduce Industrial Emissions
Reformed Safeguard Mechanism has not meaningfully cut emissions from large industrial facilities #energysky -- via Renew Economy: https://t.co/0uihwpLbru https://t.co/2JCud1676w
May RBOB Hits $3.57; June Settles
May RBOB soared to $3.57 today, but June will soon be the prompt.. it's 13 cents lower https://t.co/FFrAdC596l
Electrification Boom Offers Alberta Hope Beyond Pipelines
Global Electrification Surge Signals Hopeful Energy Future - Even For Alberta Jenny Yeremiy, @Th3GravityWell I were at Montgomery Community Assoc Friday in front ~60 foks, many of them Energi Media friends. I talked about no more pipelines, no more LNG. https://youtu.be/ZCWdtiJr19A
UAE Exits OPEC; Canada Should Optimize Existing Oil Assets First
The Beginning of the End? UAE Leaves OPEC Message for Canada is to proceed cautiously, optimizing existing oil and LNG assets before building new ones. #cdnpoli https://markhamhislop.substack.com/p/the-beginning-of-the-end-uae-leaves
Oil Bulls Snap Up $55 Brent Calls Amid Rising Prices
Brent Oil (BNO) buyer 2000 May 22nd (W) $55 calls $4.30 as Oil stays bid
Ireland Locks in Gas for Data Centres, Worsening Climate
"Ireland’s energy policy is going in the wrong direction and this case is seeking to press pause on that. Instead of cutting fossil fuels, which are driving the climate change Irish people are experiencing with floods and storms, we’re locking...
Solar and Storage Drive 86 GW Capacity Surge in 2026
Solar and storage to lead 86 GW capacity surge in 2026 #energysky -- via pv magazine usa: https://t.co/T6vsldUvVI
Hormuz Insurance Remains Critical Amid Global Energy Turmoil
⭕️UAE Exits OPEC: Implications for Global Oil Markets ⭕️Oil & LNG Tankers Transit Hormuz: What About Insurance? ⭕️The Media Hype Around Iran’s Oil Storage Situation ⭕️Aramco OSPs: Will They Lower the Premium? ⭕️Malacca Strait: The Next Flashpoint? ⭕️EU Jet Fuel Crisis: One Among Many ⭕️Vietnam to...
Oil Cartel Shows Serious Cracks, Says Geoffrey
Geoffrey has written abundantly on this topic for clients: that the Oil cartel had cracks - serious cracks. #UAE #OPEC https://t.co/WNKTZOV734
Energy Price Surge Triggers Unexpected Water Shortage
Oops. I was told this could never happen either. Don’t blame it on droughts. This is a second-order effect of the surge in energy prices. https://t.co/ebPms2fHjQ https://t.co/dA0xFI38wY
US Gas Hits $4.18 Amid US‑Israeli Iran Conflict
Thanks to the US-Israeli war on Iran, US gas prices have just hit another high, at an average price of $4.18/gallon TRUMP IS CREATING AMERICAN PAIN AT THE PUMP. https://t.co/wGSTFohpvA
Treasury Warns Banks: Chinese Refineries Buying Iranian Oil Risk Sanctions
US Treasury publishes an "alert," warning banks about the sanctions risks of dealing with independent Chinese oil refineries ('teapot') due to their purchases of Iranian oil. (I have my doubts about the efficiency of the alert, considering yuan-based payment for Iranian...
OPEC Needed as Price Anchor in Dollar‑driven World
OPEC is only needed to manage oil prices in a world where the reserve currency has no other anchor, because only a fool would sell finite oil reserves for infinite (non-gold-backed) dollars. IMO, this may be a big signal, but perhaps...
UAE and Qatar, Both Ex‑OPEC, Deepen Energy Ties
Surely a coincidence this happened today (😇): The country leaving OPEC meets the country that left OPEC.
Solar Farm Approval Feels Like Bureaucratic Performance Art
Squeezed into a packed meeting room in Sacramento yesterday to watch the California Energy Commission approve a controversial solar farm hundreds of miles south. The whole thing felt like bureaucratic performance art — and maybe that's OK? My report:...
Cutting Iran's Cash Starves Militia, Despite High US Gas
I'm in the camp that says there'll be a good outcome. If you go back in history and look at what really is the pain point, it's gasoline prices US domestic above $6. In order to do that, you need...
Iran’s Hormuz Move Tests Japan‑US Alliance
The Nissho Maru broke in 1953 an oil trading embargo that the UK had unilaterally imposed on Iran. Today, another Japanese ship, also owned by the same oil refiner, exited the Strait of Hormuz. Quite the message by the Iranians —...
Meta Partners to Power Data Centers with Space‑beamed Energy
Meta has inked a deal to power data centers with energy beamed from space. The energy will come from Overview Energy's satellites, which will beam energy to Earth as near-infrared waves. So far, the startup has only demonstrated power beaming...
Longi's Q1 Loss Widens Despite Higher Prices and Exports
Chinese solar giant Longi Green Energy saw its net loss widened in the first quarter, despite stronger module pricing and exports offset overcapacity in the sector https://t.co/cC779flaIO
UAE's OPEC Exit Signals Broader Regional Power Struggle
uae is withdrawing from opec. what looks like energy politics is something deeper. a fight over the region’s future. @gzeromedia.com
Kharg Island: Predictable Choke Point in Iran's Oil Exports
Controlling Iranian oil exports was a foreseeable base case strategy (see video below). Discussing the war’s surprises and investment ideas at 2pm on @cnbc with @SullyCNBC and @KellyCNBC @vaneck_us @matthew_sigel Kharg Island is a 'choke point' for Iran's oil...
2026‑27 RVOs Drive Critical D4 RIN Generation Requirements
1. TH and I are out with a new FDD on the implications of the 2026 and 2027 RVOs for required D4 RIN generation. I know that is a mouthful. But the question is a critical one...
Chemistry Becomes Key Factor in Power Markets
Chemistry is becoming the determining factor across many markets as focus shifts to power. https://t.co/2893batoDl #batteries #edge #EVs
Renewables Cut Spain’s Wholesale Power Prices by 40%
Quoted in @guardian: A year ago Spain's grid collapsed. Solar was blamed, return to fossil predicted. Investigations found voltage failures. Then Hormuz closed. Spain was shielded as renewables cut wholesale prices by 40%. https://t.co/O5YBLqWtCI
Only Two Canadian Pacific Pipelines Built, Both Liberal-Era
Two oil pipelines have been built to the Pacific in Canadian history: the Trans Mountain pipeline (in service 1953) and the Trans Mountain Expansion (in service 2024), both under Liberal governments.
Frontier Launches Quebec Hub for Scalable Carbon Removal
A few years ago Frontier started a search for scalable low-cost approaches to durable carbon removal that were under-invested in. Today we are launching the Quebec Surficial Mineralization Hub to kickstart one of the most promising: https://t.co/OyIIkctRJR
OPEC Nations Routinely Exceed Production Limits, Critics Overlook
People are out here acting like every single OPEC member didn't constantly exceed production/export limits every single day.
Demand Collapse, Not Supply, Drives Oil Market Shock
UAE leaving OPEC to pump more won’t save this market. Demand will break before supply does. Even with Hormuz open, we’re not going back to “normal.” This isn’t Kansas, Toto—it’s the other side of the shock to end all shocks. https://t.co/iSdVUiOkGq #OOTT...