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Energy Social Media and Updates
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
These data illustrate how concatenating 4-hour batteries, provides longer-term (in this case, 14 hours) of storage. In other words, 4-h batteries already provide long-duration storage, and the batteries are inexpensive (0.28 cents/kWh-grid-output for 15.8 GW/63.2 GWh of batteries)
Asian countries (excluding China) only hold 30 days of fuel in reserve. If that isn't bad enough, they rely heavily on oil shipments from the Persian Gulf. IN THE COMING DAYS, IT LOOKS LIKE THERE WILL BE A SQUEEZE AND HIGHER PRICES...
Listen to the question carefully then listen to the answer. Those waiting for US Leadership in solving the Strait of Hormuz issue, you are gonna be disappointed. They have ABSOLUTELY NO IDEA how to solve the issue. In less than 2 weeks, global...
Yes, the sun does't shine at night, but batteries produced electricity every minute last night (4/4) as California set a new discharge record of 57.17 GWh/day. Batteries have met 8.01% of all main-grid demand in 2026 in the 4th-largest economy in...
⭕️Listen to the podcast below.. Then Ignore everything I said about Hormuz and focus on "the Day After." ⭕️The real nightmare hits after the crisis: Nations will copy the Chinese model — linking energy directly to national security. The...
And here's the plan for South Korea to "swiftly transition to renewable energy" https://t.co/AapcezbDSL https://t.co/yt6XQ531Fu
Oil $USO was +11.1% on Thursday The S&P 500 $SPY was +0.1% pretty interesting https://t.co/SRVwSOrwOW
The amount of insults I have received based on this tells me that we are very very close to peak oil here
UK defining stronger energy cybersecurity rules after Poland attack #energysky -- via pv magazine global: https://t.co/UAgNu4x2di
•“Reserves” ≠ instantly usable supply These barrels are spread across countries and fields, and many aren’t quickly accessible. •Logistics constraints Transport, refining, and geopolitics limit how fast oil can be deployed.
US crude oil production breaks new records. What does this mean for other countries? For the American public? More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/WAXH5XLi1r
U.S natural gas comparative rose 35 bcf to a surplus of 32 bcf week ending March 27 Spot price fell $0.16 to $2.95 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/OmXcB5Bi3n
Sodium-ion cells launched for energy storage by another Chinese mid-tier battery company #energysky -- via pv magazine global: https://t.co/XIH4EeUh4N
“America doesn’t need Hormuz” misses the point, writes @vtchakarova Oil is global. Prices are global. Risk is global. You don’t need the barrels to feel the shock. It hits through inflation, rates, and the system itself. #Oil #EnergyCrisis #Geopolitics #Inflation
Iran to strike Saudi electric power and oil? That's coercive messaging, not reality. Iran escalates in steps, not countdown clocks. #Iran #Geopolitics #Warfare #EnergyCrisis
This is an amazing primer that explains the natural gas market and why prices are likely to stay flat or fall in the US, despite a global shortage and surging global prices. As Greg states - the limitation is one...
National avg for gas is now $4.11, per AAA Diesel avg is now $5.61 (just 20 cents below all-time high)
Hormuz tanker exemptions change nothing, writes @CRUDEOIL231 Without ships willing to enter Hormuz, the barrels don’t move. The constraint isn’t policy—it’s risk, insurance, and tanker availability. A few ships don’t fix the energy crisis #Oil #Hormuz #EnergyCrisis #Geopolitics
PV, storage to anchor Ireland’s first co-located data center campus #energysky -- via pv magazine global: https://t.co/91ysxf8ShG
Every Saturday. David Murrin’s key predictions from the week’s latest insight. This week — the Strait of Hormuz. And what’s really at stake.
If ONLY Trump had someone on his staff who could have told him that Iran would shut the Strait of Hormuz, oh well.
Heavy rains, wet snow and strong winds damaged some power facilities in the Russian region of Dagestan, leaving dozens of villages without electricity, local officials said https://t.co/hOqgRKHabd
About 4.79 million U.S. households use heating oil as their primary heating fuel in winter 2023–2024, and roughly 82% of those homes were in the Northeast.
Roughly 1 million barrels of Iraqi Basra Heavy has passed through the Strait of Hormuz using the Iranian-assigned corridor. The vessel, a shadow fleet tanker, is owned and operated by a Turkish company. Map form @Kpler
Tomorrow at 8 PM ET, Trump's pause on striking Iranian energy infrastructure expires. Iran just hit Kuwait's oil complex and power plants with drones overnight. Israel says it's ready to strike Iranian energy sites, waiting for the green light. Russia...
The bulk of crude oil out of the Persian Gulf - before the war - went to Asia. That dependence is now creating a giant hole, which is what's driving up oil prices globally. Especially hard hit are Pakistan (PK),...
⭕️When markets are in panic, asking countries not to hoard oil is like asking people in a lifeboat not to ration the food — everyone knows the supplies might run out before rescue arrives, and self-preservation kicks in hard. ⭕️China...
Japan has secured at least four months of naphtha, Prime Minister Takaichi says 🇯🇵 🛢️ 📌 Two months' worth of imported naphtha already procured 📌 Two months' worth of inventories
“Strategic Assessment: If Iran does not receive a credible signal by tomorrow of Trump reconsidering an attack on Iran's infrastructure, it will preemptively, irreversibly, and on a massive scale target the Saudi electricity and oil production infrastructure, as well as...
I know people are crying out for energy price support and it has already been provided for heating oil and people on benefits. My prediction is that they won’t rush into retail price support until we have a chance...
Good Morning from Germany, which now ranks only in the middle of the pack in Europe when it comes to tax-free fuel. Gasoline is most expensive (excluding taxes) in Spain, which may be because Spain subsidizes gasoline by reducing the...
Hours ahead of Trump’s ultimatum on attacks on Iranian infrastructure, Iranian drones attacked (and set on fire) the headquarters of the Kuwait state-owned oil company KPC and the country’s oil ministry, located in Kuwait City. The message seems clear.
Australia given fuel supply assurances as plans in works for visit by Japan's prime minister https://t.co/C0jQ0t1KjJ via @ABCaustralia
This is a story packed with irony — perfect for the media: An ICE-class LNG carrier, once dedicated to carrying Yamal LNG from Russia’s Arctic, is now transporting LNG from Africa to Asia. The question is: Why is a Russian company shipping...
JUST IN: South Korea is seeking reliable energy from Gulf nations to maintain supply stability and ensure protection for its vessels.
In the early days of the invasion of Iran, US oil prices were slightly insulated from the global price shock, by perhaps $10 a barrel or 25% of the spike. That has now ended. Oil is a globally traded commodity....
i built this 4d reconstruction of iran's chokehold on the world's oil. almost nothing is getting through the strait of hormuz. you can clearly see the path ships took before/after the blockade, and can even detect & track "dark vessels"...
Natural gas is nearly considered exhaust fluid by US oil drillers, but it is the backbone of the American plastics and petrochemicals industry. Oil is used far less than natgas in American chems or plastics. Natgas has an inverse pricing...
We warned in the Daily Energy Report and the Weekly US Data Report about a month ago that diesel prices will skyrocket and inventories might decline to record levels. Will it go to $11/g?
Solarcycle opened a Georgia recycling plant that could strengthen solar panel recovery and recycled solar glass production. https://www.metalnomist.com/2026/04/solarcycle-georgia-recycling-plant.html
⭕️The United States is not only the world's largest producer of natural gas liquids (NGLs), but it accounts for roughly half of global production. ⭕️ The Hormuz crisis blocked the shipmnets of about 19% of seaborn tarded NGLs. https://t.co/PeoruA92IE
The irony is: the EU reduced its dependence on Russia to improve "energy security"! Slovak PM says EU should drop sanctions on Russian oil and gas to boost energy security https://t.co/FmUhPkAcgE
JUST IN: Egypt's hiking electricity rates for high-usage households and businesses amid the energy crunch.
Pushing perovskite solar cells to the ultimate thickness limit #energysky -- via pv magazine global: https://t.co/I1mdkL0yWo
JUST IN: Crude oil is expected to reach $130 per barrel this month, with a 51% probability.
As if this analysis hasn’t already been done over and over and over. And each time the technology gets better and the “max” penetration goes up. Yes we need nuclear and cleanfirm but all of you are better than bad mouthing...
Strait of Hormuz WEEK 5 Update | Is the Strait OPEN or CLOSED? | Have We Gone Full Looney Tunes? Video: https://t.co/UmvO23asx3 https://t.co/WWKZn0XYH6
JUST IN: A drone attack ignited a fire at Kuwait's Shuwaikh oil complex, per state reports.
It’s literally an unelected board called CARB that places fees and random taxes on gas for Californians. Thank you Newsom. MSM knows about this, we all do and no we didn’t vote for it.
🇮🇷 Iran Intel Brief | Markets → Oil, Gold, Equities ─────── 1. Israeli strikes on Iran's Mahshahr petrochemical complex disrupt 70% of the country's gasoline supply and export revenues. 2. US demands for reopening the Strait of Hormuz escalate tensions, threatening global oil...
