UAE Exits OPEC to Boost Production, Accept Lower Prices
REACTION COLUMN: Why is the UAE leaving OPEC? The announcement has little to do with the US-Iran war; the exit road started in Riyadh, with a detour in Texas. It's all about the UAE wanting to pump more oil, even at the cost of lower prices. @Opinion https://t.co/s1qQm3S9Ei
Hungary Cuts Nuclear Output Half for Generator Repairs
Hungary’s nuclear energy authority said output at one block of the country’s sole atomic power station will be cut by 50% from April 29 for repairs on a generator support system. https://t.co/aR3bEQzyu2
Energy Crisis Solved: Companies Ready, Narrative Lags
We're in the biggest energy crisis since 1973 — but unlike then, we have the solutions AND billion-dollar companies deploying them at scale. The challenge now is narrative, not technology. https://t.co/k6D6j9tgaJ
Mazroui’s Exit Marks Major Loss for OPEC+
OPEC’s loss, as Mazroui’s leadership has been extremely beneficial in many ways, including the delicate process of putting together the Declaration of Cooperation (OPEC+)
Oil‑Gas Disruption Redraws Global Power Landscape
Disruption in the oil and gas industry (and the states that dominate it) is one of the top stories of the century so far. US, Russia, Iran, UAE, Venezuela. Major sources of geopolitical instability.
Strait of Hormuz Drives Oil Surge Over Russia
Brent is now up 65% from pre-war (blue) vs 16% on a similar timescale in 2022 after Russia invaded Ukraine (black). The Strait of Hormuz is 3x as important as Russia for global oil markets. Markets are pricing that. Even...
Analysts Face Summer Updating Hundreds of OPEC Spreadsheets
Please take a moment and think of all the analysts who must now spend their summers updating hundreds OPEC spreadsheets…
Official Statement Prioritizes Sustainability over Oil
Beyond oil and barrels, the official statement has these keywords, "sustainability" "emissions reductions" "renewables" "low-carbon solution" "resilience" and "energy system transformation"
Untargeted Energy Subsidies Raise Costs, Stifle Alternatives
39 countries cut energy taxes after the Iran war. Politically popular but self-defeating: untargeted subsidies blunt the price signals, lead to higher demand, cost the tax payer significantly more and provide less incentive to invest in alternatives. https://t.co/KoAEnXNhOy
UAE Exits OPEC, Abu Dhabi Takes Lead Amid Dubai Uncertainty
united arab emirates leaves opec. abu dhabi asserting itself now that dubai safe haven status is in doubt.
Kremlin's Tuapse Oil Port Plans Stalled Indefinitely
It looks like the Kremlin will have to forget about the oil port & terminal in Tuapse for a long time now. https://t.co/YGjodfDFte
Iran Conflict Spikes Electric Car Sales Amid Oil Turmoil
The war in Iran and the turmoil it has set off in global oil markets fueled a surge in electric car sales in March https://t.co/HPt3fEZnNX
Governors Hold Power Over Data Center Energy Costs
So much happening at the PJM and FERC on data centers. Governors own the electricity bill problem. Energy costs already a ballot issue. They approve the electricity utility rate increases. They approved the data center deals. Here's what they can do...
Iran Stockpiles Oil as US Blockade Stalls Hormuz Shipments
According to the WSJ, "Iran is scrambling to find new ways to store its oil, hoping to avoid a crippling production shutdown as a U.S. naval blockade bottles up its exports and negotiations to end the war remain deadlocked." This coincides...
Stonepeak and Bernhard Capital Acquire Louisiana Utility
Exit alert: @Stonepeak and Bernhard Capital Partners snap up Louisiana utility from @Macquarie consortium Read more here: https://t.co/yHPRbbuFsN https://t.co/ubmRfE2era
CFS Files PJM Interconnection Request, Edging Toward Deployment
⚛️Commonwealth Fusion Systems has formally filed an interconnection request with PJM. It's not just process mumbo-jumbo, but instead a step toward figuring out how practical deployment would work. I'll have more later this morning in Future of Energy. #fusion #energy...
Crude Oil Expected to Fall, Capping Grain Prices
All Linked Now -- How Long Can Crude Buoy Grains? If crude oil stays elevated in 2026, grain and agriculture prices may as well, but elasticity is typically a primary constraint. My bias is that the December WTI crude future, at...
U.S. Economy Cuts Per‑Capita Oil Use 30% Since 1978
U.S. ECONOMY has become much less oil-intensive following the oil shocks of 1973/74 and 1979/80. Consumption per person has declined by almost 30% compared with the peak in 1978: https://t.co/lFMjjJ7yJ8
Morocco's Power Mix: 25% Renewables, Still US Coal‑Dependent
About a quarter of Morocco’s electricity generation comes from renewable sources. However, coal remains the dominant fuel. Most of the country’s coal imports come from the United States.👇👇
Germany's €1.6bn Energy Aid Misfires, Repeats Past Errors
Good Morning from Germany, where the govt plans to spend €1.6bn to shield consumers from rising energy prices. That makes Germany the No. 2 spender in Europe – far behind Spain. The problem: measures like fuel rebates are poorly designed....
EIA Predicts Brent Falling From $124 to $68 by 2027
EIA projects Brent to average $124 in May It will fall to $86 by December and end 2027 at $68 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/lvYTPIuacn
Deepening India Partnership Across Clean Energy Sectors
We are proud to deepen our partnership with India through support of its #energy agenda coordinated by @MinOfPower. @SEforALLorg's current support to #India spans energy efficiency, clean cooking, biofuels and critical minerals and supply chains. https://t.co/BYuzmGhKiP https://t.co/fKHuWuCSSY
Kpler's Half‑production Cut for Iran Remains Speculative
Kpler estimates Iranian crude production COULD fall from current levels by more than half It may be directionally reasonable but it’s a guess, not evidence. AIS gaps, spoofing, ghost fleets, STS transfers and wartime rerouting mean “loadings” are not confirmed exports. https://t.co/wqmEnea7g5
Rail‑side Solar Looks Promising, but Durability Decides Viability
Solar doesn’t always need more land. Sometimes it just needs to fit better into what already exists. Installing panels between active rail lines sounds like a smart idea. The space is there. The infrastructure is already built. No competition with farmland or...
Energy Crisis Deepens While Markets Remain Blind
The energy suffocation continues, this is a crisis but the market fails to notice... https://t.co/D0tIVdkNua
India’s Record Power Demand Forces Coal Surge Amid Heat
India's peak power demand hits an all-time high 🇮🇳⚡ This is being driven by searing temperatures across the country Plus, demand during the evening is outstripping available supply. India will use coal to fill the gap as the Middle East conflict chokes...
Iran's Oil Crisis Looms: 6‑8 Weeks Before Collapse
🇮🇷 Iran Intel Brief | Pre-London ─────── Iran's oil storage capacity stands at 12-22 days amid the U.S. naval blockade. The blockade has slashed Iranian oil exports by 70 percent. Strait of Hormuz oil shipments have nearly ceased. Iranian oil production faces a potential drop...
Japanese‑linked Tanker Uses Iranian Lanes for Saudi Oil
Interesting movement in the Strait of Hormuz: A supertanker linked to Japan is entering the SoH on her way out of the Persian Gulf. The Idemitsu Maru VLCC is following the Iranian new shipping lanes with a ~2m barrel cargo of...
UK
Macro: UK backs long‑term storage. EPP starts FEED for 300MW/55GWh CAES. Key: Siemens pre‑FEED, £15m dev finance, Ofgem cap&floor bid. Risks: permits, funding, dilution. Trade: small pre‑FID buy. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Coal Demand Concentrated: Six Nations Drive 87% Consumption
Coal consumption is more concentrated than many think. China alone accounts for over 50% of global demand, more than the rest of the world combined. The top six countries make up 87% of total consumption, with India, Indonesia, the U.S., and Australia following at...
Trump Doubts Iran's Proposal, Oil Hits Post‑ceasefire Highs
According to both the NYT and the WSJ, President Trump is skeptical of the latest proposal from Iran to end the blockade of the Strait of Hormuz (and leave nuclear talks for later). Oil prices are now the highest since...
Pipelines Only Slow Economic Bleeding, Not Stop It
Pipelines have no resilience @PodMonsieur The world economy is bleeding out Pipelines are a tourniquet that may stop 20% of blood loss. A good idea but the patient still dies. https://t.co/8UzUUOalHm
EcoFlow Ocean 2 Delivers Three‑Phase Energy Storage
A closer look at EcoFlow’s three-phase Ocean 2 storage solution #energysky -- via pv magazine global: https://t.co/v5AXsWzSmt
Extended Iran Blockade Harms Both Iran and the US
The Trump administration says 2 more months of blockade will really hurt Iran But what does two more months do to the US? Damage isn’t one-sided. War compounds both ways. #Geopolitics #OilMarkets #EnergyCrisis https://t.co/1YjxR8MqOt
SONAR Launches Real-Time Hormuz Monitoring Feature
SONAR has now added Hormuz Monitor for users. You can now see what is happening in real time across Hormuz directly in SONAR. https://t.co/FAuzeeAH3A
Iran's Dwindling Storage Signals a Gradual Oil Squeeze
Iran has several weeks of storage left, says @Kpler Iran's pain isn’t immediate or decisive This is a slow squeeze, not a sudden break. https://t.co/sB1UdJek5w #OilMarkets #Iran #Hormuz #EnergyCrisis
Hormuz Disruption Causes Irreversible Oil Losses
The Hormuz crisis isn’t about recovery. It’s about what’s already gone. Lost time. Lost barrels. Lost flow. Even if things “normalize,” the damage doesn’t rewind. This is cumulative— and it compounds. #OilMarkets #Hormuz #EnergyCrisis #Geopolitics https://t.co/7nXZORtKPQ
Hormuz Disruption Outweighs Blockade’s Limited Impact
The blockade slows—but doesn’t stop—flows. Friction, not force. Incremental, not decisive. Hormuz disruption hits harder than the blockade ever could. #OilMarkets #Hormuz #Geopolitics #EnergyCrisis https://t.co/eXVY6WU7NY
US‑Iran Stalemate Fuels Energy Shock, Inflation Surge
💯 Every additional day of US-Iran "stalemate" is delivering another crippling blow to the energy and petrochemicals markets, the fertilisers and food sectors, and ultimately, stoking inflation and choking economic momentum. While the two sides play for time, the growth engine in...
Meta Proposes Space‑solar Power for US Data Centers
Meta wants to power US data centres with space-based solar power #energysky -- via pv-tech: https://t.co/PdBQGbBK3B
U.S. Remains Net Exporter of Natural Gas Liquids
The U.S. is mostly a net exporter of natural gas liquids #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/cOubxM8B91
Brent Rebounds Above $109 as Ceasefire Stalls
Day 60 of the war -- Brent futures back above $109. Levels are back where they were before the fragile US-Iran ceasefire took effect, around Day 40, prompting optimism over a deal. 20 days of ceasefire have yielded no breakthrough, no...
AEMO Taps EVs, Data Centers to Curb Midday PV Overload
AEMO looks to EVs, data centres and industry to help ease overload of rooftop PV in middle of day #energysky -- via Renew Economy: https://t.co/qpgZMApkzX https://t.co/j5gy5jk8Vm
China’s Solar Exports Surge 50% to Record 68GW
China exported 68 gigawatts of solar technology in March, surpassing the previous record set in August by 50%, according to a report published Thursday by the energy think tank Ember. Fifty countries reported record-high imports of Chinese solar products, with...
LPG Booking Gaps Tighten, Prices Rise From May 1
LPG booking rules, prices set to change from May 1. Indian Oil, BPCL, and HPCL are reportedly discussing new LPG booking and delivery rules ahead of May 1. The minimum gap between refill bookings was raised to 25 days in urban...
United Solar Launches Oman Polysilicon Plant Boosting PV Supply
Inside PV Manufacturing: United Solar’s polysilicon factory in Oman #energysky -- via pv magazine global: https://t.co/S10anywXSb https://t.co/rOwdH8QGQj
50+ Nations, Including Australia, Chart Orderly Fossil Fuel Exit
More than 50 countries, including Australia, meet to thrash out an orderly path away from fossil fuels #energysky -- via Renew Economy: https://t.co/aj8GYpEeSn
Officials Warn Two‑month Blockade Could Cripple Tehran's Energy Sector
“Some administration officials believe that continuing the blockade for 𝘁𝘄𝗼 𝗺𝗼𝗿𝗲 𝗺𝗼𝗻𝘁𝗵𝘀 would cause significant long-term damage to Tehran’s energy industry” (emphasis mine) https://t.co/ez3cPo2Ydb
Oil Rebounds as Clean‑tech Export Slump Accelerates Transition
Is oil king again? According to some global analysts, China's clean tech exports were gonna fall and there'd be a slowdown in global deployment Anybody that's awake to the rapid energy transition not surprised Oil crisis made it faster https://t.co/BMbEUch3Ox @ConversationEDU https://t.co/Xyx8yRhklD
Immersion Cooling: The Next Evolution for BESS
EticaAG contends that immersion cooling is the next evolution of BESS cooling systems #energysky -- via Energy Storage News: https://t.co/DEmCH4Edls