Control, Not Capacity, Drives U.S. Home Storage Investment
Control, not capacity, could be the next driver of US residential storage investment #energysky -- via pv magazine global: https://t.co/HrA33lxPPv
Shell's $14B Deal Marks Biggest Acquisition in Decade
Shell to buy Canadian shale company for $14 billion, in what would be oil giant’s biggest acquisition in 10 years https://t.co/Bk5GBjmp6I
War Drives Brent Futures to New 2026 High
What is the long-term impact of this war? A good measure might be to look at deferred futures contracts. The blue line is the December 2026 Brent Crude Oil Futures contract. It made a new high today, holding its uptrend, and up...
Texas's 44% Renewable Share Still Needs Reliable Backup
44% of Texas's electricity generation in the first quarter of 2026 came from solar and wind. Does this mean Texas is on its way to a grid that's fully or mostly powered by solar and wind? No. Solar and wind are...
Energy Leaders Aspen Power and Vontier Accelerate Growth
People on the move: Aspen Power, Vontier Corporation, and more #energysky -- via pv magazine usa: https://t.co/xs0oGgSsfq https://t.co/7FtEyjHyMw
Utah Offers Fast-Track Power for AI Data Centers
The challenge we have against the Chinese is they're building 10X the power we are. We've had permitting problems across the country. Utah stepped up and said, "Look, we can compete. Not only do we have the land, 40,000 acres,...
GOP Pushes Bill to Eliminate Renewable Tax Credits Deadlines
Republicans introduce American Energy Dominance Act, aim to remove renewables ITC, PTC deadlines #energysky -- via pv-tech: https://t.co/f8n0LxfYXj
Market Underestimates Oil Disruption, Companies Scramble, Blockade Benefits All
Yergin on oil price and his energy conference: - Market is underpricing oil disruption - Oil companies scrambling to figure out how to unlock supply (ie they think it’s not a quick fix) - Believes that both sides think the blockade of...
Medium‑duration Storage Struggles as Long‑duration Capacity Expands
Medium duration storage endures woes, while Form’s long duration grows, and lithium overflows #energysky -- via pv magazine usa: https://t.co/fkhxxSDBPX https://t.co/6DZCLf8Dos
200 MW, 4‑Hour Battery Project Secures Contractors
Contract awarded for new 200 MW, four hour battery project battery secures contractors #energysky -- via Renew Economy: https://t.co/3IZrAy3vDt https://t.co/5XPAdJJ6yV
Meta Taps Space‑solar Startup to Power Data Centers
Meta partners with space startup Overview Energy to secure solar power for data centers “Overview Energy is developing a system that can collect solar energy in space and beam it to facilities on the ground for power generation around the clock.”...
Oil Prices Set to Remain Above Pre‑Conflict Levels
SLB on their call Friday, echoed part of my positive case on oil and gas even after the war ends and the Strait fully reopens. On what they see from here and “how we expect the market to evolve as...
U.S. Drilling Expands Domestic Copper, Gold, Tellurium Supply
Rare U.S. opportunity to grow domestic copper, gold & tellurium supply for electrification, solar & national security as America reduces heavy import reliance. Phase 2 drilling ongoing. $GRL.V $GRLMF @GLMetals
Sungrow Q1 Profit Drops 40% Amid Storage Competition
Sungrow Power Supply, a top Chinese manufacturer of new energy equipment, said its first-quarter net income declined 40% from a year earlier, amid intensifying competition in the energy storage sector as more players enter the market https://t.co/rj46mx4qDW
India's Solar Output Forms Heart on Valentine's Day
India's solar power generation making a big old lovely love heart shape on Valentine's day, February 14 2026 😍 https://robbieandrew.github.io/india/
Standardize, Modularize, and Procure Transformers at Portfolio Level
We are short transformers, but to solve it we need to change how we buy them. The fix isn't just more factories — though we need those too. It's standardization. Modular design. Portfolio-level procurement instead of project-by-project scrambling. https://t.co/nHPIg2z3HH https://t.co/B3n5qUQLMQ
Europe Saw Record Negative EV Charging Prices This Weekend
Great times to charge your EV up in Europe over the past weekend, record negative prices (up to -0.48€/kWh) https://t.co/TDNVn5LQjN
Export Controls Spike US Gas, Favor International Oil Stocks
What if Trump reinstates oil export controls before the midterms? Gas prices are going vertical, the Iran War is unpopular and Republican midterm odds are falling. The surest way to lower prices at the pump is to keep more barrels at...
Renewable Power Powers Rainforest Communities, Replaces Diesel
Clean energy projects are taking off across the rainforest, reducing the need to burn diesel and bringing 24/7 power for refrigeration, schooling and tourism. Read more: https://t.co/ZgEIVqLCT0 📷: Michael Dantas/Bloomberg https://t.co/0qfYM2XWn4
U.S. Gas Prices Plunge While Europe Soars
CHART OF THE DAY: A favourite chart whenever the price of natural gas in Europe and Asia rises. Meanwhile, in West Texas the price goes deeply negative, reaching a record low of nearly -$10 per mBtu over the weekend (so...
Norway Registers 98% Electric Cars, only 12 Petrol Sold
Norway sold 12 petrol cars in February 2026. Out of 7,272 new passenger car registrations, 98% were fully electric. Just 67 diesel & 12 petrol cars were registered. More in my new Substack newsletter coming out every 7 days. Sign up here:...
Iran Conflict Threatens Global Markets via Hormuz
🇮🇷 Iran Intel Brief | Geopolitical Brief ─────── Wait, missing limit. Correct: Wait, still missing. The system cut it, but to fix, I need to include limit.Again, the response had only 3, perhaps the default is 3, so I must specify limit. Looking at the...
Hormuz Closure Sparks California Energy Crunch
The fallout from the closure of the Strait of Hormuz is reaching California, triggering a serious energy crunch. Full Newsletter: #iranwar #crudeoil #geopolitics https://t.co/wXUuhw5ng7
Iran’s Hormuz Probe Tests Trump’s Exit Desperation
Why give up Hormuz leverage when the blockade is not putting serious immediate pressure on Iran @vtchakarova ? THIS IS NOT A REAL PROPOSAL It’s a probe. Testing how desperate Trump is to exit Signaling internal power jockeying Showing Iran—not the US—controls the terms. #Hormuz...
Zero Tankers in Hormuz Threaten Global Crude Supply
Talk is cheap. The reality is that there are ZERO tankers moving into the Hormuz Strait. We have to separate what might happen from what is happening What is happening is biting the world in its ass HUGELY That's what's happening.
Zambia's Integrated Off‑Grid Energy Fuels Local Economies
In #Zambia, @SEforALLorg @RockefellerFdn @RuralZambia & partners are rethinking #energyaccess. We are building systems where demand & supply grow together, and where local economies are powered by productive energy use and sustainable off-grid solutions. https://t.co/LJj2Qn2G2q
Pakistan Warns Severe Heat Wave, Threatens Blackouts
Pakistan issued a heat wave warning for parts of the country, risking further blackouts 🇵🇰⚠️ Abnormally hot weather will be concentrated in Pakistan’s south this week. Severe heat is predicted for parts of Sindh, South Punjab and Balochistan until May 5 https://t.co/KJ8tO8JmGG
Goldman, Citi Lift Oil Price Forecasts to $90‑$110
Goldman and Citi strategists are boosting their oil forecasts again. GS now sees brent averaging $90 a barrel in Q4. Citi's Layton just raised his base case average price forecasts to $110/95/80/bbl for 2Q/3Q/4Q 2026, respectively, from $95/80/75/bbl. https://t.co/hI2hYmRVx1
Free Weekly Energy Transition Newsletter Launches with Bright Spots
I just launched a Substack newsletter. Every week I'll be writing about the energy transition. The first issue is out today. I include a section called Bright Spots — good news from the transition every week. Please subscribe - it is completely...
Clarifying the Vague Demand for Baseload Power
When you ask someone to actually define what they mean when they say "we need baseload power"
Iran Still Loading Oil at Kharg, Storage Not Exhausted
PHOTO OF THE DAY: As of yesterday (April 26), Iran was still loading oil into tankers at Kharg Island. So beware of talk about Tehran running out of onshore / floating storage in only a couple of days. (Photo via...
BOE Prepares for Prolonged Energy Shock, Keeps Rates Steady
BOE is set to war-game a longer energy shock while holding rates https://t.co/6By4YDVI14 via @tomelleryrees https://t.co/HDTDA50Kfe
Iran Offers Blockade Lift, Strait Reopen, Nuclear Talks Delayed
According to @Axios, Iran has given the US a new proposal for reaching a deal on the reopening of the Strait of Hormuz and lifting the naval blockade first, and postponing nuclear negotiations for a later stage. https://t.co/4oIkEaf0lH
Green Transition Crucial for Europe's Economic Security
Iran’s lesson for Europe: The green transition matters for economic security https://t.co/hAuA9BMqco via @opinion https://t.co/K4104H0nlG
Speculators Anticipate Desperate News to Drop Brent
🙈Tomorrow morning, right before US markets open — what’s the desperate news they’re releasing to drive Brent back down to the mid-$90s? Any Guess?
Global Chokepoints Under Siege: Next Target?
🎯Panama Canal kicked it off, Red Sea followed (Suez Canal and Bab Al Mandab), now Hormuz Strait. 🎯Next target?
74% Demand Energy Savings, Government Stalls Implementation
Japan's government is under pressure to implement energy-saving measures 🇯🇵⚠️ Some 74% of those surveyed in a recent Nikkei/TV Tokyo poll said energy-saving is needed Takaichi has repeatedly said measures aren't needed, and there is enough oil supply https://t.co/c5gj48aVOt
Haass: Trump Trapped Between Blockade and Nuclear Deal
Former CFR President @RichardHaass to Trump: Hormuz: End the US Blockade in exchange for Iran reopening the Strait That will never happen Nukes: cap enrichment under strict monitoring, JCPOA-style. That's really unlikely to happen Trump is trapped. #Iran #Hormuz #Geopolitics #NuclearDeal #JCPOA #OilMarkets #EnergyCrisis
Trump’s 3‑day Oil Crisis Claim Vastly Overstated
Trump says 3 days till Iran's storage is full That's exaggerated & assumes the blockade works perfectly. It barely works at all. In reality, Iran has weeks of storage, floating barrels, & workarounds. That doesn't mean Iran feels no pressure. Just not as much as...
Energy Futures Edge Up 2.5% Amid Low Conviction
After weeks of turmoil, energy markets barely moved Just a modest 2.5% weekly gain Limited positioning changes across WTI, Brent, & refined fuel product futures. Volatility is high, but conviction is low. #OilMarkets #Commodities #Energy
Aramco Turns Energy Into AI‑Driven Tech Business
Aramco is making energy a tech business, says @ArjunNMurti AI + energy = control of the next industrial system AI is being used to increase recovery, cut costs, and integrate energy into the next wave of industrial and digital demand. #Energy #AI...
Geopolitics and Permitting Delays Push NA Solar Prices Up
Permitting headwinds, geopolitics drive North American solar PPA prices higher in Q1 #energysky -- via pv magazine global: https://t.co/pdbrb8yhcS
President's Routine Duties Persist Amid Iran War Energy Shock
This just literally sounds like a pretty core, by this stage routine task of the President of the United States in the 9th week of a war with Iran that has prompted the largest energy supply shock in history. Feels weird...
War on Iran Squeezes Oil, Singapore Refineries Under Half Capacity
As the US-Israeli war on Iran drags on, crude oil supplies are squeezed, and refineries in Singapore are operating BELOW HALF of their capacity. US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/g0FagiJrSv
China Uses Robots for Live High‑voltage Electrical Work
China Deploys #Robotic Electricians for Live High-Voltage Operations by @XueJia24682 #Robotics #Engineering #Innovation #Technology https://t.co/cK3fXhUWhQ
Oil Prices Climb as Hormuz Blockade Persists
#Oil rises as Hormuz stays shut for 3rd month after talks stall. A ceasefire has mostly held in place since early April, but a blockade of the Strait of Hormuz has made the key energy chokepoint virtually impassable. https://t.co/RM5epjYMNh https://t.co/rB4WeDZmel
Hormuz Blockade Fuels Global Refining Crisis Amid Policy Missteps
No quick or easy answers to the global refining crisis as Hormuz blockade continues - Physical damage to facilities in Gulf & Russia - Insufficient price rises for full demand response - Export bans, tax cuts & other counterproductive govt policies @TheNationalNews @QamarEnergy...
California Powers Water Pumps with 105‑MW Solar Array
California powers its massive water pumps with 105 solar project #energysky -- via pv magazine global: https://t.co/pNmx6biIvF
Followers Fuel Double Growth in Nine Weeks
Holy wow, folks—that’s a big round number, and roughly double where we stood nine weeks ago. 🙏🏻 Immensely and eternally grateful for all of you who follow, share, laugh, debate in good faith, and otherwise enthusiastically watch and analyze the oil...
Iran Could Weaponize Oil Spill to Break US Blockade
Note that the US response to Ghalibaf's threats below is that Iran is three days away from "tank top," as Trump said this morning on Fox News. This means they are running out of oil storage (because they cannot ship due...