Data Centres Hijack Australia’s Green Energy Megaprojects
A few weeks back I wrote about how data centres are preying on what's left of Australia's dream of massive green energy exports https://www.crikey.com.au/2025/12/23/data-centres-renewable-energy-projects-sun-cable/ Now: Andrew Forrest's clean megaprojects are turning to data centres, too: https://reneweconomy.com.au/cheaper-and-faster-fortescue-to-spend-nearly-1-billion-on-new-green-grid-to-power-data-centres/
Indonesia Accelerates 50% Palm Bio‑Diesel Amid Rising Energy Costs
With energy bills rising due to the Iran war, Indonesia is fast-tracking the rollout of a diesel blend comprised 50% of biofuels from its vast palm plantations https://t.co/jhhlMYg4h0
EVs Reveal How the Energy Market Is Rigged
The Energy Market Is Rigged. And EVs Expose It | Greg Jackson & me with the great Robert Llewellyn off the telly. https://t.co/1BcdlvW9uJ via @YouTube
Fossil Fuels Depend on Geopolitics, Not Affordability
If fossil fuels were truly the answer to affordable energy, affordability wouldn’t be reliant on geopolitics. fossil fuels are a self-inflicted womb to our economic prowess and energy independence, tied to broader geopolitical conflicts and commodity markets.
One Nation Consumes Half of World’s Dirtiest Coal
Coal is the world’s dirtiest energy source and half of it burned by one country. Source: Visual Capitalist https://www.visualcapitalist.com/ranked-who-uses-the-worlds-coal/
Bipartisan Permitting Reform Needed to Level Energy Playing Field
The only way to pass permitting reform is to pass bipartisan permitting reform. Dems need to acknowledge that this means making it easier to move forward with fossil projects as well. Trust that economics will drive clean energy forward if...
Data Centres Surge, Raising Grid Demand for Top Retailer
Data centres drive significant boost in grid demand for Australia’s biggest energy retailer #energysky -- via Renew Economy: https://t.co/KGhi2anIgs
Community Solar Goes Live Amid Heavy Snowfall
Distributed Energy Infrastructure installs community solar projects through heavy snowfall #energysky -- via Solar Power World: https://t.co/3I4Ew9uL0Q
Carbon Taxes Unchanged; only Consumer Price Set to Zero
This is just feeding into a conspiracy theory. No carbon taxes have been "renamed" in any way. The Clean Fuel Regulations have been in place since 2022, the carbon price schedule and legislation for longer than that. The only change...
Expand Grid Capacity and Optimize Existing Infrastructure
There's no real debate— we need to build more grid infrastructure AND use the existing grid better. On the latest @Poli_Climate: the technologies & policies needed to get more out of the power grid we already have w/ @IanMagruder @utilizegrid...
European Power Costs Climb Even As Gas Prices Drop
European electricity prices increase despite falling gas prices #energysky -- via pv magazine global: https://t.co/yh6Ywee30g https://t.co/ktltUXCLZn
Independent Study Confirms Corporate Clean Electricity Procurement Findings
This is a great paper from @EPRINews researchers that independently replicates all of the core findings of our earlier ZERO Lab modeling on the impact of various corporate clean electricity procurement strategies. You can find that work summarized here https://t.co/FzZuZFrbpi...
Batteries Shift From Footnote to Core Market Role
From footnote to feature: How batteries are evolving on the national electricity market #energysky -- via Renew Economy: https://t.co/6ngnxj9ZYp https://t.co/CMxwNMOkDD
Bab Al-Mandeb Oil Traffic Halves After Houthi Attacks
The Bab al-Mandeb Strait is a strategic waterway just 30km wide and about 100km long, connnecting the Red Sea to the Gulf of Aden and the Indian Ocean. As such, it is one of the busiest shipping lanes in the...
Clean Steel Production Can Be Efficient and Cost‑competitive
Maximizing the Efficiency of Clean Steel Production and Achieving Cost Competitiveness #energysky -- via RMI https://t.co/aFrhY6YxYA
Modern Gas Crisis Far Less Severe than 1979
Why This Gas Crisis Isn’t Hitting Like 1979 #energysky -- via Heatmap News https://t.co/EtZvmxCi20 https://t.co/ZE4aZ1dk3N
Strait of Hormuz Traffic Vanished After War Began
A reminder ... This is what Strait of Hormuz traffic looked like the day before the war started (February 27). Now compare it to the repost below. @mercoglianos @johnkonrad https://t.co/IS4MCRm6PB
Brazil Faces Loss as Russian Diesel Rerouted to Asia
Russian diesel shipments are being diverted from Brazil to other destinations, possibly Asia. 🇧🇷What would Brazil do?
Snowy 2.0 Faces Cost Surge, No Turning Back
Too big to fail? Snowy 2.0 critics predict fresh cost blowouts, while others say it’s far too late to turn back #energysky -- via Renew Economy: https://t.co/XLDVpvJkuS https://t.co/ZzOBNIGemm
Act Now: Spare Oil and LNG Offer Canada Advantage
Canada’s Moment? Opportunity and Risk in a Shifting Global Energy Order Countries with spare oil, LNG capacity NOW = great opportunity. Countries that take 5-10 years to build capacity, infrastructure = not a great opportunity. #cdnpoli https://youtu.be/dFElKHGy03o
Global 100% Renewable Roadmaps Cut Costs and Save Lives
Infographic map linking roadmaps for transitioning 150 countries to 100% WindWaterSolar for all energy purposes while reducing annual energy costs, social costs, energy use, and mortalities and morbidities. https://t.co/8j5oVvZeUu Here's the paper: https://t.co/yt6XQ531Fu
Offshore Wind Firms Abandon Leases, Fund Fossil Projects
Two offshore wind developers will give up federal leases and instead commit funds to fossil fuel projects under agreements with the Trump administration, the Interior Department said Monday https://t.co/qR24IBBHRH
Iran Must Deploy Old Tankers or Shut Wells
"Iran needs to use these old oil tankers. Otherwise, they need to shutter the wells. It will cause significant damage if they are forced to shut down wells." 🛢️ -- @ramahluwalia https://t.co/V2FDkHgzi2
Oracle, BorderPlex Deploy Bloom Fuel Cells for 2.45 GW AI Microgrid
Oracle and BorderPlex tap Bloom Energy (BE) fuel cells to power 2.45 GW AI data center microgrid in New Mexico $BE $ORCL
Clean‑Energy Surge Propels First Trust Smart Grid ETF
Clean energy stocks have been generating enormous market gains, and no exchange-traded fund has benefited more than the First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Fund https://t.co/CSwC67stWo
China's Oil Demand Set to Fall Before 2030
What they know, but aren't saying, is that oil demand in China is set to decline soon, probably before 2030. Other Asian countries will follow soon after. Why don't ABDanielleSmith and BrianJeanAB know this? Wrong answers only. Let's have some fun with...
Permitting Reform: The Last Barrier to U
Permitting reform - from local to state to federal, and inclusive of transmission - continues to be the key bottleneck on clean energy in the US. Let clean energy build and it will win.
Global Moves Challenge Oil Bearish Narrative
NEW POST: Going Global to Undermine the Oil Bear Case https://t.co/iKjmDX8sHF $USO $BHP $RIO $PKX $VALE
Nuclear Stocks Show Low Correlation with S&P 500
BofA: Nuclear power stocks have a low correlation to the S&P 500 $NUKZ $XLU https://t.co/t2mtNnwmGQ
Europe Faces $32 B Extra Energy Costs From US‑Israel War
Since the start of the US-Israeli war on Iran, European countries have been forced to pay $32 BILLION MORE for oil and gas imports, according to the European Commission US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/KypyJy56DS
America’s Electricity Crisis: Underrated, Requires Federal‑state Clarity
America's electricity crisis is the most underrated issue of our time — and very smart people are laying out completely different playbooks for fixing it. I think this is because the confusion on what Governors control and what a competent...
Hormuz Closure Would Upend Global Finance and Economics
If they pull this off with the Strait of Hormuz closed for say 3+ months you can throw out everything you know about finance/economics https://t.co/nPZzQHiw9o
Germany’s Output Fell; Economy Can’t Ignore 7‑10% Oil Loss
A chart that discredits two current common views at once: 1. "Germany output didn't suffer during the 2022 oil/energy shock." 2. "The global economy can do just fine without 7-10% of its oil supplies indefinitely." https://t.co/ghhZPrhApE
Rubio: Iran Won’t Control Access to Hormuz Strait
US Secretary of State Marco Rubio on Hormuz: “If what they mean by opening the straits is, ‘yes, the straits are opened, as long as you coordinate with Iran, get our permission, or we will blow you up and you...
AI Data Centers Drive 50
$OKLO +50% in a month The actual thesis: AI data centers need 24/7 baseload power that solar and wind cannot provide. Sodium fast reactors fit that gap Last Wednesday Nvidia and Los Alamos confirmed it by partnering with them on AI-designed reactor...
US Oil and Gas Exports Surge, Europe Leads Demand
US oil and gas exports are booming, especially in Europe. More on this in the Chartbook Top Links today. https://t.co/W3YGHCpF3J
California Energy Commission Debates Solar Project Threatening Bighorn Sheep
This morning I'm at a meeting of the California Energy Commission in Sacramento. They'll vote on Soda Mountain, a controversial solar project on the border of Mojave National Preserve that critics say would harm bighorn sheep. I wrote about it...
Each Critical Mineral Deal Bolsters Energy Supply Security
Securing Energy Supply Chains: One Critical Mineral Deal at a Time? #energysky -- via RMI https://t.co/To7GYkU0nB
Oil ETF Hits Multi‑year High, Signaling Market Shift
"As we're sitting here today $OIH made a new multi-year high. It's pulled back a little bit. Now we're sort of flirting with unchanged on the day... I think that is sniffing something out." 🛢️ @GuyAdami on crude oil & the...
US SPR Release Ramps Up to Over 1 MMbpd
US SPR release finally picking up to >1 MMbpd. That's more like a proper crisis release (er, exchange)
Hormuz Closure Sparks Unpriced Supply Shock, Markets Stagnant
the Hormuz has been closed for 58 days with no end in sight, and even if there was one, it would take 6 months to clear the mines while insurance companies stay risk-off. Supply shocks are still not priced in....
Sunny Anzac Weekend Sees Battery, Renewable Records Drop
More battery and renewable records tumble as sun shines over Anzac holiday weekend #energysky -- via Renew Economy: https://t.co/ElClFiiF2r
US Oil Inventories Projected Near Exhaustion by July
HFI says US inventories will be near exhaustion by July @zoomer_tate That seems extreme but at least it gives you a credible bookend. 🔽 https://t.co/XwXKnVS8xs #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/BNUOtTqd7L
Brent Futures Hit Highest Since Ceasefire Announcement
Brent crude prompt (June) futures currently at their highest level since the ceasefire was announced. https://t.co/f85nQG5DVC
Carbon Removal Shifts Pitch to Energy Dominance Over Climate
The carbon removal industry is reframing its pitch to win support in the Trump era, by focusing on energy dominance over climate change. https://t.co/WOQfYGioFw via @axios
Renewables Rise as Fossil Fuels Continue Declining
EIA: Renewables expect continued growth while fossil fuels decline #energysky -- via Solar Power World: https://t.co/pdy79Sqisv
Forrest Slams Coal Lobby Amid Diesel Tax Fight
“What Absolute BS:” Forrest calls out coal lobby as diesel fuel tax debate intensifies #energysky -- via Renew Economy: https://t.co/JjDJaMXlAu https://t.co/ec6z5llt1v
Diplomacy Stalls, Investors Hold Off on Bullish Oil Bets
U.S./Iran diplomacy makes funds wary of adding bullish oil positions Investors made no significant changes to their positions across crude oil and refined fuels last week as indirect diplomatic negotiations between the United States and Iran continued but appeared to make...
Oil Prices Stay Low Until Deficit Triggers Spike
Oil prices can't be whatever people think they should be Hormuz risk is real, but inventories are still above the 5-year average. No deficit, no urgency. When stocks flip to deficit— that’s when price moves to $120 or $150 Markets are cheap. #OilMarkets #Commodities #Energy https://t.co/Nlwrz0GhBW
Court Revises Consent for Hydrostor’s 1.6 GWh Storage Project
Australian court amends consent for Hydrostor’s 1.6GWh long-duration energy storage project following appeal #energysky -- via Energy Storage News: https://t.co/EFmr0WYSDV