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
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.
How a robot named Bear is making solar farm maintenance safer and more efficient #energysky -- via Renew Economy: https://t.co/5z48f9XCz1 https://t.co/wNTefJNvMl
California is careening toward an energy crisis because it depends on refined out imports, says Chevron 🇺🇸 ⚠️ Now shipments from China, South Korea, Singapore and elsewhere are at risk of slowing significantly as Iran blocks the Strait of Hormuz https://t.co/KXe3T6k8Dw
Tick chart starting Friday afternoon. 10-year yield (white) Nearby WTI crude oil futures (blue) In a crisis, all correlations go to 1. https://t.co/0ubKfHkt9Q
K2 Systems unveils elevated PV mounting solution for metal roofs #energysky -- via pv magazine global: https://t.co/LLYpL9TR0m
It's a global energy crisis. But India is far better positioned than it was in 2020. https://t.co/P8A9RIuuPz
incredible progress - Standard has expanded from one to three facilities in under twelve months. fueling the future, one triso particle at a time 🫡
So Trump admin is [rightly] panicking about the Strait of Hormuz so they’re going to try to get Iran to agree to a 1-month ceasefire to negotiate during which I’m sure Trump wants the Strait open Iran’s main leverage is the...
Global Energy Shocks Explained by Top Economist Prof Severin Borenstein, UCBerkeley, about how a deeply integrated global energy system is being disrupted by the Iran war. #IranWar https://youtu.be/nB4mn1FG644
Big battery and CIS contract-winner seeks federal green tick for construction #energysky -- via Renew Economy: https://t.co/sPmVtg4Whe https://t.co/jCCcQu3DsG
The Middle East is on a KNIFE'S EDGE 🔪 Ceasefire talks. Marines steaming toward Hormuz. Saudis sharpening their knives. Oil dumping on every headline 🛢️💥 Markets are an absolute WARZONE right now But here's the cold hard truth... CHAOS = EDGE for those who...
Iceland’s utility commissions solar-plus-storage for EV charging #energysky -- via pv magazine global: https://t.co/u0t3F82mzK https://t.co/MmyE39exHu
After hours risk markets are "popping" higher on this story. No word on if this includes opening the Strait of Hormuz (or they agree to keep it closed and stop shooting.) Channel 12s source is the Israeli Government, suggesting they are...
Refiners & Nat Gas Power Higher Lots of clients trading the oil & gas plays, so I reviewed my long rec'd refiner plays & $FCG nat gas index stocks that still look good after some needed digestion. $VLO $PBF $COP $EOG $OXY...
We go to war and end up getting embargoed by Iran, which is now charging protection fees for oil tankers to go through the Strait of Hormuz. That's nuts. If Iran can embargo us with a couple of drones, we...
Key progress at new Kwinana hydrogen hub, as nearby bp project remains on pause #energysky -- via Renew Economy: https://t.co/RpfqX2NvC1 https://t.co/dcw3EhMwzM
Three big picture observations about the oil surplus (petrodollars/ petroeuros/ petroequities are all downstream of this) pre Hormuz A) The oil surplus is modest relative to the surplus in Asia. Chinese state banks and offshore deposits of Chinese exporters are...
After Rapid Growth, American EV Adoption Slows — Is This Temporary? Corey Cantor of @zeta_2030 discusses the slowdown of EVs in the US. His conclusion? The setback caused by the end of federal govt subsidies is temporary. #uspoli #EVs https://youtu.be/CDj6qLKA4_k
Soaring oil prices, tight WCS differentials, and a lagging Loonie is a fantastic combination for Canadian oil producers.
TIming is everything. Idiot. Trump administration to pay $1 billion to stop two East Coast wind farms https://t.co/axo9MyWJwU
FTR, I suggested the US look at Abu Musa and the Tunbs as avenues to securing the Straight of Hormuz back on March 5… https://t.co/UU4UsAph4d
I've been describing the Hormuz crisis as a detonation in spacetime. It hit spot crude markets in the Middle East and refined products markets in Asia first. Then the shockwave travels further through time down the delivery curve, and out geographically toward...
The trouble with looking at the current Hormuz crisis through the lens of which countries have historically imported the volumes is that all of these countries will now be rabidly bidding for all the other barrels. A barrel of oil lost...
Even after assuming the release of global oil stockpiles (which can not be sustained), the world is still short over 6 million barrels of oil per day, @Rory_Johnston finds https://t.co/pZBkSir3aa
$BTU Daily. $39 looks like the level to hold above for Peabody, as coal plays are strong across the board today with sound technical charts to boot. https://t.co/n2Llt8kZcs
What of they are giving us Kharg Island? Why would they suddenly be so cooperative? There aren’t many theories out there where this makes any sense… but my sources suggest it may be true.
JUST IN: QatarEnergy facing $20B annual loss after Iranian missile strikes on critical gas facilities
Russia is earning the most from its oil exports since the 2022 Ukraine invasion. https://t.co/71t01Q9mI9 Meanwhile some carmakers are considering buying aluminum from Russia. “We don’t really want to take supplies from Russia but we have no choice” https://t.co/fzAXIO4N0x
Trump said the Iranians that the U.S. is negotiating with gave the U.S. a big gift related to the flow of traffic in the Strait of Hormuz to prove they were the right people to negotiate with.
“Iran holds a lot of cards with the Strait Of Hormuz.” That’s the quote to remember. Geography can be economic power, and “that vulnerability remains pretty much forever.” https://t.co/OoCOYi8LMc
The White House Is Using the Wrong Oil Price for the Iran War. More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/DQwqJc87ve
"$5 Diesel is Crushing Truckers. It Will Soon Be Felt Across the Economy." https://t.co/u6Z4qcVLci https://t.co/m3UrTU1L2r
Helpful timeline info from @Amena__Bakr on restart timelines for shut-in production. At lest count Kuwait had already shut in 1.6 MMbpd of production (likely higher by now), roughly 30 million barrels unproduced by end-March. Let's be generous and use 3 months from...
Update: 10y UST yields (blue, RS1) USDJPY*oil (red, LS) USDCNY*oil (green, RS2) Hormuz is still closed; China still has several years of oil inventories; 10y UST yields are ~20-30 bps from triggering a US & global debt spiral. What happens first? Let's watch. https://t.co/ixdOHnatCg
Factoring in Iran’s “transit” fee. And what it does to the price of oil, LNG, and anything else moving thru the Strait.
Strait of Hormuz Crisis: Iran’s “Toll Booth” Plan Threatens Global Trade This is a big one, folks. Prof Rob Huebert, @UCalgary, discusses international maritime law and the closure of the Strait of Hormuz. https://youtu.be/nPQMTWEySvE
Italian solar sector gears up for cybersecurity regulations on PV systems over 100 kW #energysky -- via pv magazine global: https://t.co/uHG0ChzaJN
JUST IN: 🇶🇦 QatarEnergy declares force majeure on LNG contracts with China, Italy, South Korea, and Belgium.
Ireland announces an energy support package to ease Iran war impact https://t.co/9Vc32FPsKZ via @livfletcher_ https://t.co/91JizNYiIe
