Iran Threatens Quadruple Oil Retaliation, Negotiations Stalled
🇮🇷 Iran Intel Brief | Pre-Asia ─────── Iranian energy official threatens quadruple damage to aggressor-supporting countries' oil infrastructure if Iran's oil wells are hit. Iran refuses to negotiate its nuclear program or the Strait of Hormuz until the war ends. US deploys Iron Dome battery to UAE, strengthening bilateral security ties amid regional tensions. IRGC commander vows unwavering support for Hezbollah despite US demands to cease it. New US sanctions target a Chinese oil refinery, 19 tankers, and Iranian central bank crypto wallets. Prospects for US-Iran negotiations remain low due to IRGC control over decision-making. ─────── 🎬 Live trade today 9am NY: https://t.co/UFRUqEw6Kf
Jinko Power Launches 1 GW Data‑Center Project in China
Jinko Power enters data center business with 1 GW project in China #energysky -- via pv magazine global: https://t.co/gCyWsuPl19
Brent Oil Nears Bullish Breakout Amid Tight EMA Cross
#BrentOil Comp Doji Candle & Sideways. Resistance $103.9, $112.1. Support $91.4, $86.1, $80. Lining up MACD Bull Cross. RSI 55.5 near Neutral. Just done 13/21 day EMA Bull Cross but Lines tight. Up Candle on Wkly. Top Bollinger Band $103.5....
Chernobyl Disaster: 1986 ABC News Report Highlights
#ThisDayInTechHistory. April 26, 1986. The Chernobyl Nuclear Disaster. This News Report is From April 28, 1986. (ABC News) https://t.co/9fVXnVwrwE
Predicted 2007 Crisis Still Unfolding Today
and therefore, just the like the nuclear claims, this is a never ending crisis.. .. Exactly as I predicted in 2007: https://t.co/hiYrrc9i5B
US NatGas Stocks Up 13 BCF, Prices Slip to $2.77
U.S natural gas comparative rose 13 bcf to a surplus of 103 bcf week ending April 17 Spot price fell $0.08 to $2.77 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/Nhnr9dgPa6
Refined Product Prices Surge, Gap with Crude Hits Record
GS: The Gap Between Refined Product Prices and Crude Prices Is Record Large 'record large' ... good phrase.. using that https://t.co/TpdQfUMb7r
Philippines Boosts 2025 Solar Capacity by 899 MW
Philippines adds 899 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/SulKnMlSYE
Goldman Sachs Spots Upside Risks to $90
GS: Net Upside Risks to Our Brent Forecast of $90 in 2026Q4, Which Is Above Market Pricing https://t.co/XJuQAU1kbl
US NatGas Futures Slip to $2.52, Further Decline Expected
U.S. natural gas futures price fell $0.15 from $2.67 to $2.52 for the week ending April 24 Price is likely to fall on Monday based on 12-month spreads #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/hEDoW0nq6u
Trump Exaggerates Iran Oil Storage Timeline, Predicts Explosions
President Trump seems to assume Iran runs of oil storage in three days (so April 29). My sense is that Tehran has longer to keep storing. He also says when storage runs out, "oil lines" would "just explode." Here, I...
Oil Forecast Rise Signals 3.4% Headline PCE Inflation
GS: Our Commodities Strategists Have Just Raised Their Oil Price Forecast, and We Now Expect Year-over-year Headline PCE Inflation to Stand at 3.4% and Core PCE Inflation at 2.6% in December 2026 https://t.co/JgB1CnXmdx
Autonomous Nomadic Drones Boost Grid Resilience
Nomadic #Drones Revolutionize Grid Resilience with #Autonomous, Self-Recharging Inspection Systems via @WevolverApp #EmergingTech #Innovation #Technology #Tech https://t.co/1WN35ORJtB
Soaring Oil Prices Set to Boost BP Earnings
Nice to get a mention in the Standard on BP results next week What impact will soaring oil prices have on BP’s earnings? https://t.co/Ty95yw49pH
5 MW Battery Ready This Year Cuts Peak Costs
“A distribution-connected 5 MW battery can be deployed this year, at a fraction of the cost, and begin shaving coincident peak exposure immediately. “The number the transmission utility has to solve for, then, is lower,” https://t.co/hKXw8KnF7M
Italy Issues 30 MW Floating Solar Tender
Italy launches tender for 30 MW of floating PV #energysky -- via pv magazine global: https://t.co/C9e5XA9jum
Hanoi Oil Facility Fire Underscores Endless Chain of Crises
Today, a MASSIVE fire broke out in an oil storage facility in Hanoi, Vietnam. Just more confirmation of Hanke's Schoolboy Theory of History: It's just one damn thing after another. https://t.co/3yDqpn33da
China's Solar Exports Could Brighten Africa's Underused Sunlight
“Africa is the sunniest continent on the planet. But despite its abundance of natural light it generates less than five percent of its electricity from solar energy. China’s surging exports of solar panels could change that.” @economicsnoah https://t.co/iEIden3G7Z
Iberian Peninsula Sees Record Q1 Negative Power Prices
Negative power prices all-time high on the Iberian Peninsula in Q1 #energysky -- via pv magazine global: https://t.co/vjD6PpvY4D
U.S.-Israeli Conflict Fuels Growing Asian Oil Desperation
Thanks to the U.S.-Israeli war on Iran, Asia is desperate for oil. AND THEY ARE GOING TO BECOME MORE DESPERATE. https://t.co/28Pmq8UCyZ
Hormuz: Single Chokepoint Threatening Global Supply Chains
Hormuz isn’t just an oil story. It’s a system story. Energy → food → industry → finance → daily life One chokepoint. Everything downstream. H/T to @ctindale for his helpful charts & posts #Hormuz #EnergyCrisis #SupplyChains #FoodSecurity #Geopolitics #Commodities https://t.co/vl2cMS8fQq
Market Predicts US Gas Hitting $5 This Year
How high will US gas prices get this year? The market says $5.00 @kalshi https://t.co/6iN7z5X7oB https://t.co/iVU1a4Krzb
Hormuz Crisis Accelerates Global Shift to Renewable Self‑Power
Iran war, Strait of Hormuz closure forces embrace of renewable energy @RollingStone @thor_benson "The fact that countries must import fossil fuels from faraway regions subjects them to uncertainties. It is obvious that many countries want to reduce this reliance. The...
2026 Energy Surge Likely
Just a Short Cleansing Range Trade in Energy Prices? The enduring lesson of weak underlying-commodity price performance vs. producer equities is playing out in 2026. The question is whether it's a normal rotation lower or start of sustained higher prices. My...
Blockade Won’t Push Oil Past $150, Here’s Why
I did a live stream yesterday covering the ins and outs of the blockade and closure of the Strait. Single biggest question - as long as the blockade lasts - is how high oil prices go from here. I go...
Iran Refuses to Relinquish Strait of Hormuz Control
I am deeply shocked to learn that Iran has no intention of returning control of the Strait of Hormuz https://t.co/xQ2ZBHZVWi
Clean Power Hits Historic Milestones, Outpacing Coal Worldwide
Good climate news (past 4 weeks) 1 Global: In 2025, for 1st time in history, clean power met every single unit of new global electricity demand 2 Global: In 2025 renewables (33.8%) officially crushed coal (33.0%) for 1st time in 100 years 3...
CATL Unveils Breakthrough Sodium‑ion Battery Technology
A closer look at CATL’s new sodium-ion battery #energysky -- via pv magazine global: https://t.co/ms8f0MrhgN
Chemicals Bottleneck Triggers Massive Price Hikes Ahead
Lots of attention (rightfully so) focused on all that oil stuck in the SoH. But there's massive amounts of chems stuck as well. And even if the strait opens tomorrow, these ships will be the last to pass. Listen to what...
Samsung Unveils Residential Heat Pump with 4.9 SCOP
Samsung launches residential air-to-water heat pump reaching SCOP of up to 4.9 #energysky -- via pv magazine global: https://t.co/fmoirj2pRG
Dated Brent Falls to Futures, Disproving Manipulation Myth
I hear endless stories that the futures market is manipulated. It's an urban legend. Easiest way to debunk this is to look at Dated Brent versus futures. The gap has closed significantly due to Dated Brent falling towards futures not...
Oil Won’t Hit $150–200; US Iran Blockade Proving Effective
Here's my discussion with @paulkrugman from March 19 where I argued oil prices won't go to $150 or $200 and recommended the US blockade Iran. It's as relevant to global oil markets today as it was back then. The blockade...
Brent Surges 60%, Fuel Shortages Hit Global Markets
This week will bring a drumbeat of physical shortage stories. Here's the deal. Brent is up 60% from before the war. That's more than 3x the rise after Russia's invasion of Ukraine. The SoH is 3x Russia's oil exports to...
Officially Open Strait, Yet Tankers Remain Stuck?
🔷If both Iran and the US officially announce the Strait of Hormuz is open, will the stranded tankers actually cross? 🔷Exactly. 🔷I rest my case.
Smart Meters Boost Heat Pump Adoption via Cheaper Tariffs
Countries with more smart meters sell more heat pumps. There are many other factors. Correlation does not mean causation. But smart meters matter for heat pumps: time-of-use tariffs make running heat pump cheaper if run smartly. From our recent paper https://t.co/TZNlDZwmhE https://t.co/mIurezQBZc
Activists and Scientists Ignore Material Limits of Decarbonization
Climate ACTIVISTS are ignorant about the material limits to decarbonization @ctindale Most climate SCIENTISTS defer to the activists on renewables as the only action plan They are BOTH guilty of the Whitehead fallacy of making the assumption the conclusion and the...
Hormuz Closure Through 2026 Triggers Inflation Surge
Baker Hughes warns Hormuz to stay shut thru all of 2026 That means the global economy grinds to a halt Tighter supply → higher inflation → no rate cuts "You get massive inflation, you just get really real, real inflation spike," says financial...
Magnetic Seal Instantly Stops Water, Acid, Oil Leaks
Revolutionary Magnetic Seal Stops Water, Acid, and Oil Leaks Instantly by @IntEngineering #Innovation #EmergingTech #Technology #Tech https://t.co/2JURwCrKbp
Japan's TV Hails Lone US Tanker, Exposing Asia's Oil Shortage
You know Asia is truly short of crude oil when Japanese television covers the arrival of a single oil tanker from America as a major news story https://t.co/vrsPhH1OOy
German Households Pay over 30c/kWh Despite Low Spot Prices
Good Morning from Germany, where households are footing the bill for the energy transition. The benchmark 1y-ahead power price is back near €100/MWh, or 10c/kWh, even though spot prices briefly turned negative. Add 23c in charges and levies, and households...
IEA Chief Warns Permanent Fallout From Second Fossil Fuel Crisis
"The vase is broken, the damage is done – it will be very difficult to put the pieces back together. This will have permanent consequences for the global energy markets for years to come" IEA's head on the 2nd fossil fuel...
Administration Unaware of Middle East Impact on Energy Prices
Don’t forget the current US administration had no idea energy prices would rise if there was trouble in the Middle East…
Global Oil Inventories Near Record Lows Amid War Drawdowns
⚠️Global oil inventories are heading toward RECORD LOWS: Global visible oil inventories have fallen -255 million barrels since February 27, to 7,864 million barrels. Cumulative estimated draws since the start of the war stand at 474 million barrels.👇 https://globalmarketsinvestor.beehiiv.com/p/global-oil-inventories-are-heading-toward-an-all-time-low
Indonesia to Halt Diesel Imports, Adopt 50% Biodiesel
But how are they going to get the methanol? 🇮🇩Indonesia to stop diesel imports as it shifts to 50% biodiesel blend: Minister https://t.co/27q2lgdFzS
U.S. Diesel Exports Surge to Record High in April
🔥After jet fuel exports reached a record high in March, U.S. diesel exports are now hitting a record high in April.
China Eyes Power of Siberia 2 Amid US Hormuz Threat
🔥🔥🔥Here, form September 11, 2025: "If you look at it from a Chinese point of view, it's not Iran who is going to close the Hormuz Strait. It's the US who is going to close Hormuz Strait, and therefore they...
Clean Tech Deployment Halves Global LNG, Cuts Coal Demand
The rollout of solar, wind, nuclear, EVs, and heat pumps since 2019 has triggered a silent structural execution of the status quo: >Wiped out gas demand equal to half the global LNG market >Crushed more coal demand than what India uses in...
Warmer Alps Could Boost Heat‑Pump Efficiency
Could global warming improve heat pump efficiency in Alpine regions? #energysky -- via pv magazine global: https://t.co/lLkwVX6pIi https://t.co/9GGw6JkeKr
Current Oil Supply Loss 99× Iranian Revolution Shock
Now look at the RATE of supply loss @SheDrills The rate of global supply loss today is 99x greater than during the Iranian Revolution oil shock https://t.co/ncx5kgaf83
Permanent 1 Billion‑Barrel Oil Loss Redefines Market
What's happening with oil supply is way outside of any historical precedent, says @ericnuttall Yet analysts, economists & bankers treat it like a price problem that will soon be forgotten 1 billion barrels are gone—permanently. You don’t “snap back” from that. #OilMarkets #EnergyCrisis...