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
Trump's tweets can move sentiment, writes @JavierBlas They can’t move reality Two weeks to fix flows—or the market stops listening https://t.co/JOkeWKOjXl #Oil #EnergyMarkets #Hormuz #Inflation #Geopolitics
Some awkward facts: Oil is sold via a global price mechanism (there are some variations due to transportation costs). Gas is sold on a regional basis. If it was global, then why is US gas a fraction of UK gas?
Wondering what it will take for this dribbling zealot to change his mind on maximising oil and gas production in the North Sea
Diesel was $7.25 in real dollars back in July 2008, $6.51 in June 2022 @jkempenergy .. $5.38 in real-time. I'd like to see @JeffWeniger work his magic on this chart https://t.co/u3Tn1K8vRc
The world's biggest LNG plant in Qatar wont be able to quickly restart even after the Iran war ends🇶🇦⚠️ Two of the plant's trains were damaged, and need new gas turbines to power LNG refrigeration compressors. Delivery will take 2-4 years...
Oil crashes 10% on diplomacy hopes. Snaps back 4% when Iran denies those talks. WTI: $88 to $91.62 in 24 hours. Same war. Same region. Different headline. The volatility is the signal — not the direction. A 14-point crude range in 48...
Oil -10% Monday. Oil +4% Tuesday. Same war. Same geopolitics. The volatility IS the signal. $USO $XLE $SPY https://t.co/Od9t9fzbbl
Like the Inflation Reduction Act that had 920 announced and under construction manufacturing facilities? https://t.co/3GozcfkM29
India’s long-delayed new climate policy set a modest target to cut a key emissions metric 47% by 2035, as the world’s third-largest polluter attempts to balance growing energy demand and action on global warming. https://t.co/RKUp7ehe38
May soon becomes the RBOB prompt.. it's $2.89... implying a $3.80-$3.85 national average (down from today's $3.99 level) https://t.co/0eD1CGzOZ5
Europe faced with near-empty gas stores just as war hits supply https://t.co/AMi8Pr6NeH via @priazrocha https://t.co/iNtIl6DXzV
Very productive meeting with PM Sanae Takaichi @takaichi_sanae to discuss impacts of the Middle East war on energy security in Asia & beyond I thanked her for 🇯🇵’s vital support for IEA’s historic oil stock release & we agreed to work...
U.S. RETAIL DIESEL prices including taxes climbed to an average of $5.38 per gallon on March 23 up from $5.07 a week earlier and $3.81 before the war started. Inflation-adjusted prices have averaged $4.80 so far this month (75th percentile...
Dutch gas inventories fall to **6.1%** full 🇳🇱 ⚠️ This is a seasonal low, and comes as the global LNG market is facing a shortfall due to the conflict in the Middle East https://t.co/OeUgHLyuUf
While most eyes are focused on hydrocarbons in the Middle East, keep an eye on #Lithium in China as well... Some data providers flagged a weekly reduction in inventories, and prices have bounced over the past few days. We seem...
Thailand is hiking power prices due to the conflict in the Middle East 🇹🇭 ⚠️ Power rates may be increased by as much as 18% for the May-Aug. billing period due to higher fuel costs Other gas importers are...
My take on @AJEnglish on how the US-Israeli war has backfired and is benefiting Iran: “Iran is getting more oil out, they’re selling it at higher prices, and at lower discounts than prior to the US-Israeli attacks.” https://t.co/ySeIcR0lFS
Scotland Taps Ocean Power to Generate #CleanEnergy for 175,000 Homes by @wef #Sustainability #RenewableEnergy https://t.co/LuQGkC6cXQ
🌐I deliver presentations worldwide to companies and institutions on the ongoing Hormuz/energy crisis and the outlook for oil, gas, LNG, and energy markets (Via zoom and in person). 🌐Feel free to have your company contact me for more information https://t.co/Dq8hEDz5aE
This is why there is so much focus on gas demand destruction 👇 Importers (particularly those in emerging Asia) will need to take less LNG to free-up more for Europe and other richer nations the longer Hormuz/Qatar is shut
Pexapark registers 30 European PPAs for 2.2 GW in February #energysky -- via pv magazine global: https://t.co/pcVtquhtNr
Solar professionals talk microgrids, repowering and more at NABCEP CE 2026 #energysky -- via pv magazine usa: https://t.co/NxnuHyAoYK https://t.co/SAEKV3G5L6
OPEC+ crude supply in March will be the lowest since the major production cuts during COVID lockdown in 2020.
Yes. This has been my model for a decade. Oil is approaching peak demand. Perhaps 2030. Natural gas demand will continue to grow well beyond oil.
Ohio blocks big solar farm, despite apparently fake public comments #energysky -- via Canary Media: https://t.co/3kdBeyciPR
Trump Iran talks revived Strait of Hormuz oil flow fears and pushed global energy prices higher. https://www.metalnomist.com/2026/03/trump-iran-talks-put-strait-of-hormuz.html
Saudi oil exports from its Western ports on the Red Sea represented the most immediate and largest mitigation of the Hormuz crisis. Logically, any oil transported via pipelines from east to west and loaded at the Red Sea ports must be...
XPrize competition to drive innovation for next-gen geothermal plants #energysky -- via Canary Media: https://t.co/bscd3v31tl
Australia is RUNNING OUT OF FUEL. As the Strait of Hormuz remains disrupted, hundreds of gas stations across the country are running dry. THE GAS STATIONS SHOULD SEND A BILL FOR DAMAGES TO TRUMP AND NETANYAHU. https://t.co/9LMx4BprMq
You cannot seriously argue for reducing pollution while defending the very extraction systems that continuously introduce it. Fossil fuels are more than just their emissions. The process includes land conversions, frack pads, compressor stations, wastewater, pipeline corridors, and the fragmentation...
Look at the number of oil and LNG vessels crossing the Strait of Hormuz in the WTO's newly-launched tracker. It is based on "AIS-traceable vessels only" -- but I think that's a fair picture. Who in their right mind would think "dark...
"Historically, European companies’ attempts to enter the US shale sector have been largely unsuccessful. The question is whether this time will be any different. What is clear, however, is that this move reflects a growing realization—even among European majors—that natural...
Gas prices in China jumped 20% since the war in Iran began. This is big. It affects 300 million drivers. CHAIRMAN XI SHOULD SEND A BILL FOR DAMAGES TO TRUMP & NETANYAHU. https://t.co/5AEwfc2iWb
🇨🇦The ongoing Hormuz crisis presents a historic opportunity for Canada’s oil and LNG industries. 🇨🇦This is the moment. If we miss it, there may not be another. 👇👇👇 Daily Energy Report Link: https://t.co/9c26JYBjru
SPR releases are a rounding error against a 10–17 mb/d disruption, says @ericnuttall Paper oil is still pretending everything’s fine. Even if this ends tomorrow, you’re left with a $10+ security premium Damaged infrastructure takes years, not weeks to recover This is a...
India’s 35 GW renewable capacity at curtailment risk, warns Crisil Ratings #energysky -- via pv magazine global: https://t.co/CQA0FQ6Ni3
US weighing deployment of a combat brigade to take Kharg, repair airfields Supply lines would follow That’s a blueprint for escalation into Iran’s oil heart MARKETS AREN’T READY FOR THAT OUTCOME #IranWar #Oil #Hormuz #Geopolitics #EnergyMarkets https://t.co/ekbkXerzjV
What Trump and the IEA Missed About the Oil Market: Relief Does Not Work When Markets Are in Panic Mode Daily Energy Report https://t.co/9c26JYBjru
Kazakhstan's oil exports recovered: What are the implications for OPEC+ and the oil market? (SEE CHART) DAILY ENERGY REPORT https://t.co/3Iw9dtfnRU
Australia’s EPBC Act pipeline swells with 5.5GWh of battery storage across three states #energysky -- via Energy Storage News: https://t.co/t9erSWr7w0
The White House is (truly) winning the oil jawboning battle against Tehran — still to be seen if Trump would win the physical oil market war. But to see Brent trading at sub-$100 a barrel (and WTI below $90) after...
Fusion Materials Startup Molten Salt Solutions Lands Two New Buyers #energysky -- via Heatmap News https://t.co/RApjTJrt02 https://t.co/cadtHZH6xV
Europe will soon face the same kind of fuel supply disruptions as Asia due to the war in Iran, says Shell’s CEO 🇪🇺 ⚠️ “If you look through the slate, jet fuel is already being impacted. Diesel will be next...
Consider the source, etc, but the official line from Russian govt is that O&G revenue windfall will go straight into rebuilding the (depleted) national welfare fund. And longer-term plan is to reduce role of O&G revenues in day-to-day spending. https://t.co/5QfNPsBYtV
#RockStockChannel just published its first ever 1-on-1 interview with @LithiumAmericas CEO Jon Evans. For the first 7 years of my now ~18-year lithium journey, the only project I promoted was what I’ve titled this video America’s Lithium. Lithium Americas. Like Mountain Pass...
Discovery of passivating pinholes in TOPCon solar cells paves the way for higher efficiencies #energysky -- via pv magazine global: https://t.co/UWGzf5PaqJ https://t.co/BgyDRVIv7N
I’m asked frequently about whether governments are intervening in futures markets already, and I have no idea nor have I seen any evidence. But, if they are and if Hormuz remains shut, it’ll only work for a bit longer before physical...
Third-party ownership and strong market fundamentals drive ‘new shape of solar’ in US residential sector #energysky -- via pv-tech: https://t.co/wDeM7EO6pg
State unveils its own “solar sharer” offer, promises bill savings of up to $1,000 a year #energysky -- via Renew Economy: https://t.co/VVaDCepIwK https://t.co/gGDzsWox1U
No judgment. We’re all dealing with the Iran War oil market in our own way.
