Social•Feb 17, 2026
UK Must Become an Electrostate, Economics Drive Energy Shift
INTERVIEW: Chris Stark (@StarkClimate), head of UK govt "mission" for clean power by 2030 Over 40 mins he explains why UK shd be an "electrostate", why attacks on climate policy are "completely crazy" & why economics are driving the global energy transition “in one direction” https://t.co/XEVLKDY3C0
By Simon Evans
Social•Feb 17, 2026
IEA and New Zealand Deepen Energy Cooperation Ahead of 2026
Productive meeting with New Zealand's Minister for Energy & Climate @simonwatts_mp at IEA HQ ahead of the 2026 #IEAMinisterial We discussed recent developments in regional & global energy markets and opportunities to further strengthen @IEA-🇳🇿 cooperation https://t.co/tI98Et2YHn
By Fatih Birol
Social•Feb 17, 2026
Xcel's Virtual Power Plant Plan Sparks Industry Controversy
Why Xcel’s bid to reinvent the virtual power plant is so controversial #energysky -- via Canary Media: https://t.co/GL06liTg7p
By Tor “SolarFred” Valenza
Social•Feb 17, 2026
Guyana and Exxon Profit From Venezuela's Turmoil
Been saying this for a while: Guyana (and by extension Exxon) was a big collateral winner of Venezuela developments. https://t.co/QzfRIJKK1F
By Rory Johnston
Social•Feb 17, 2026
Batteries Will Outpace Solar as Energy’s Top Technology
Batteries are the most important and fastest scaling energy technology of the 21st century. They're destined to be even bigger and more important than solar.
By Ramez Naam
Social•Feb 17, 2026
Primary Energy Misleads; Seek More Accurate Efficiency Metrics
Primary energy is a terrible measure that glazes fossil fuels, most of whose energy is lost as waste heat. Here's how we can do better.
By Ramez Naam
Social•Feb 17, 2026
Reflective Coating Boosts BIPV Output by 11%
New reflective coating increases BIPV power output by 11% #energysky -- via pv magazine global: https://t.co/3jDOHUi90u
By Tor “SolarFred” Valenza
Social•Feb 17, 2026
IEA Paris Meeting Tests Net‑Zero Shift Against US Oil Priorities
For energy policy making, a key week in Paris as @IEA energy officials gather Feb 18-19 for a biennial ministerial meeting. The IEA’s drift toward net-zero advocacy and overtures to China will be tested as US officials push to a return...
By Javier Blas
Social•Feb 17, 2026
Sungrow and Huawei Earn AAA Bankability Rating
Sungrow and Huawei achieve AAA rating in new PV InverterTech bankability report #energysky -- via pv-tech: https://t.co/MYSpWj5IGI
By Tor “SolarFred” Valenza
Social•Feb 17, 2026
NJ Law Would Drive Data Centers Out, Still Cost State
Great insight from @rtoinsider article about NJ: Brian O. Lipman, director of the New Jersey Division of Rate Counsel said that if NJ passed a law requiring data centers to Bring Their Own Generation, "data center developers would...
By Meredith Angwin
Social•Feb 17, 2026
US Energy Secretary Meets IEA on African Clean Cooking Summit
Pleased to meet with US Energy @SecretaryWright at IEA HQ before the #IEAMinisterial We discussed a range of global energy matters including how the @IEA Summit on Clean Cooking in Africa on 9-10 July that we're co-chairing in Nairobi can deliver...
By Fatih Birol
Social•Feb 17, 2026
ACEN Adds 400MW Stubbo Solar to $750M financingACEN Adds 400MW Stubbo Solar to $750M Financing
ACEN Australia integrates 400MW Stubbo solar PV plant into AU$750 million financing pool #energysky -- via pv-tech: https://t.co/5ezLk03ml3
By Tor “SolarFred” Valenza
Social•Feb 17, 2026
Plug‑in Balcony Panels Could Democratize Solar Power
Balcony plug-in solar panels: Are we ready for this new era of accessible energy? #energysky -- via Solar Power World: https://t.co/ZSpQFGAQDL
By Tor “SolarFred” Valenza
Social•Feb 17, 2026
US‑Iran Oil Talks Conclude Second Round, Third Round Pending
OIL MARKET: The 2nd round of US-Iran talks has concluded, and Iranian media says there would be a 3rd round of negotiations in the “near future” after both sides consult with their respective governments.
By Javier Blas
Social•Feb 17, 2026
Iran and Russia Clash over China Oil Supply Rivalry
The oil ministers of Iran and Russia met today. Contrary to popular belief, Moscow and Tehran are now bitter rivals in the oil market as the size of the black market for crude shrinks. Both compete to supply China. (My earlier @Opinion...
By Javier Blas
Social•Feb 16, 2026
Solar Overtakes Nuclear; Nuclear Drops to Third by 2026
I've been cranking numbers. Full year 2025, it looks like nuclear power just about kept its nose ahead of wind and solar. But in H2 2025, while wind didn't quite overtake nuclear, solar did. In 2026 nuclear will drop to...
By Michael Liebreich
Social•Feb 16, 2026
Solar Proves Reliable; End Subsidies, Demand Self‑Sufficiency
Wow, the sun shined a lot in the middle of a day. I guess solar is reliable now... If @SEIA really believes in their product, they should join me in calling for an end to all solar subsidies and for requiring...
By Alex Epstein
Social•Feb 16, 2026
Norway to Raise Carbon Tax to $220 by 2030
"A key plank of Norway’s Climate Action Plan 2021-2030 is the gradual raising of its carbon tax to USD 220 per tonne of CO2 by 2030." Norway has had a carbon tax since the 1990s. That seems to escape the...
By Andrew Leach
Social•Feb 16, 2026
SB 621 Pushes Efficient Use of Existing Grid
🧵 Why Virginia’s SB 621 matters: getting more out of the grid we have already pay for 1/ SB 621, led by Senator Srinivasan, is a bill focused on one simple idea: we most certainly have to build more grid, but...
By Jigar Shah
Social•Feb 16, 2026
Trump's Presidency Keeps Oil Prices Higher, OPEC+ Cuts Production
The best—only?—argument that Trump is bearish for oil prices is that OPEC+ wouldn't have hiked crude production as aggressively last year in a world in which Harris was sitting in the White House.
By Rory Johnston
Social•Feb 16, 2026
Global Heating Uses More Energy, yet Cooling Hurts the Poor
Heating is a larger global energy use than cooling. But the cooling burden falls disproportionately on the world's poor.
By Ramez Naam
Social•Feb 16, 2026
Investors Bet on Oil Amid Growing Supply Threats
Oil investors bullish on proliferating supply threats Investors are increasingly bullish about the outlook for oil prices as potential risks to production and tanker traffic multiply - including threats of U.S. military action against Iran and stricter sanctions enforcement. Hedge funds and...
By John Kemp
Social•Feb 16, 2026
AI Transforming Energy Utilities Through Optimized Operations
AI applications have the capacity to revolutionise the way we produce & consume energy Today AI is helping power utilities optimise operations like equipment maintenance & replacements, as well improving fault prevention & detection More 👉 https://t.co/j1qWzqgCEL @IEA #AI #IoT #5G #MWC26
By Harold Sinnott
Social•Feb 16, 2026
Bears Dominate Oil Market Narrative After Energy Week
COLUMN: In the oil market, the bears control the narrative — at least for now. (My summary after last week's International Energy Week, the oil trading industry's annual jamboree in London) @Opinion https://t.co/Y3OHEhD4k5
By Javier Blas
Social•Feb 16, 2026
Henry Hub Drops Below $3 on Warm Weather, Shale Supply
GAS MARKET: After a cold blast triggered sild price moves, US gas benchmark Henry Hub has fallen back below $3 per mBtu. Warmer temperatures and the irresistible supply force of the US shale revolution behind the pullback.
By Javier Blas
Social•Feb 15, 2026
Micro Reactors on C‑17 Promise Off‑grid Power
This Is A Nuclear Reactor Packed Into A C-17 Globemaster III Micro nuclear reactors are being seen as a way to get critical bases off the grid, but they could also have a major impact on civilian energy production. Story: https://t.co/KrommLR43d
By Tyler Rogoway
Social•Feb 15, 2026
Cuba's Power Generation Falls Below Half Demand.
ENERGY CRISIS IN CUBA: Granma, the mouthpiece of the Cuban regime, says that electricity generation in the island is covering less than half the expected demand. The island is suffering the largest energy shortages since the collapse of the Soviet...
By Javier Blas
Social•Feb 15, 2026
EV Demand Collapses After Congress Slashes IRA Subsidies
We constantly hear that EVs are the future of transportation. And yet, when Congress cut the IRA subsidies for EVs mid- last year, the demand for them fell dramatically. 🤔 https://t.co/Tji0vbvpat
By Alex Epstein
Social•Feb 15, 2026
Understanding EPA's Endangerment Finding Rule and Its Future
Making Sense of the EPA Endangerment Finding Rule, by @RogerPielkeJr An excellent description of the rule, the basis for the rule, and the probable future. I appreciate Pielke's work. https://t.co/i2hp5Gjtel
By Meredith Angwin
Social•Feb 15, 2026
Electrification Boosts EU Energy Security with Local Power
This is why electrification means more energy security: In 2024, ~81% of EU electricity came from locally sourced fuels (57% excluding nuclear). Just 19% relied on imported fossil fuels. Fossil fuels are mostly imported. Source @ember_energy https://t.co/vHX1LedgmM
By Jan Rosenow
Social•Feb 15, 2026
Electricity Scarcity in Africa Dwarfs Climate Panic
In some African countries, less than a quarter of the population has access to basic electricity for even four hours a day. Meanwhile in the West, our designated experts tell us that "climate change" is a global emergency. If they bothered to...
By Alex Epstein
Social•Feb 15, 2026
Egypt's Summer Power Surge Drives Record LNG Demand
Egypt expects electricity demand to increase by 7% this summer. That means strong demand for LNG imports. Egypt's LNG demand reached record high last year. 👇👇
By Anas Alhajji
Social•Feb 15, 2026
70 Studies Confirm Hydrogen Boilers Are Economically Unviable
I stopped counting but there are now close to 70 independent studies all coming to similar conclusion: “Hydrogen boilers […] remain economically unviable.” This is what this paper which I had not yet read found comparing a range of heating...
By Jan Rosenow
Social•Feb 15, 2026
Europe Doubts US LNG Reliability Despite Past Optimism
A decade ago, I wrote an essay @ForeignAffairs about rise of US LNG w subhead "The benign energy superpower." https://t.co/P9r14hfb11 This week @MunSecConf, the Q I got most was whether Europe can trust US LNG to be reliable. And privately, senior...
By Jason Bordoff
Social•Feb 15, 2026
Energy Powers AI Leadership and Secure Future
Energy is key to success in AI leadership. Thanks to @MunSecConf for partnering w @ColumbiaUEnergy to host such a diverse set of energy, political, nat’l security & tech leaders to discuss how to meet rising power needs, secure supply chains,...
By Jason Bordoff
Social•Feb 15, 2026
EU's Fossil Imports Hit 58% of Energy Demand.
EU fossil imports met 58% of energy demand in 2023 - near pre-crisis levels - leaving consumers exposed to price shocks. Far above China (24%) & India (37%); only Japan (84%) & S. Korea (80%) rely more on imports. Graph: @ember_energy...
By Jan Rosenow
Social•Feb 15, 2026
AI‑Driven Reskilling Needed to Meet Energy Workforce Gap
The global energy transition won’t scale without people. Newly qualified energy workers aren’t keeping pace with demand, and without a ~40% increase in trained entrants by 2030, the skills gap will widen fast. This is where #AI, digital skills, and reskilling become...
By Harold Sinnott
Social•Feb 14, 2026
Energy Now Core to Geopolitical Competition
Wrapping up a packed day @MunSecConf discussing how central energy now is to geopolitical competition—from AI & critical minerals to supply chain & infrastructure security, gas geopolitics, European competitiveness, and climate risk. Energy wasn’t peripheral this year—it was core https://t.co/IccslVsucN
By Jason Bordoff
Social•Feb 14, 2026
Wind Beats Solar for Reliable 24/7 Power
Solar sucks as a real power source even compared to wind. Wind is intermittent but at least blows some almost 24/7 so if you overbuild enough and add a lot of storage you get something resembling capacity. Solar disappears 1/2 the time...
By Alex Epstein
Social•Feb 14, 2026
NGP's Analysis and Design Assets May Be Monetized First
This. Plus they also have an asset in all of the NGP project analysis, engineering, and design. They might well choose to monetize that asset rather than (or prior to) building the pipeline.
By Andrew Leach
Social•Feb 14, 2026
Rising Crude-on-Water Could Prevent Oil Price Collapse
Roses are red, violets are blue. You can avoid a price collapse despite an oil glut if crude on water's rising, too. 💘 Happy Valentine's Day, oil watchers.
By Rory Johnston
Social•Feb 14, 2026
Tesla Robotaxi Likely by 2026, Timeline Remains Uncertain
Tesla will get to a working robotaxi eventually, but it's difficult to say when. My 50th percentile is end of 2026, but the variance is high. It could be in a few months. It could be a few years. We'd...
By Ramez Naam
Social•Feb 14, 2026
US Ramps up Pressure, Threatens Chinese Oil Imports
Maximum Pressure 2: More max, more pressure, another round of threatening Chinese sanctioned oil imports. https://t.co/UNNBJOFLTx
By Rory Johnston
Social•Feb 14, 2026
Globally, Half Solar Comes From Rooftops; US Lags
Lots of conservation organizations want the US to balance rooftop with large scale. Most other countries in the world are closer to 50% rooftop/parking lot solar.
By Jigar Shah
Social•Feb 14, 2026
Europe Must Ditch Fossil Fuels to Protect Its Industry
"Reducing reliance on fossil fuels looks like Europe’s best shot at saving its domestic manufacturing and stopping other governments from pushing it around." Outstanding article in The Wall Street Journal. https://t.co/XbYr95c2nK https://t.co/rUtmRPTUST
By Jan Rosenow
Social•Feb 14, 2026
Strengthening Critical Mineral Supply Chains Amid Geopolitical Fragmentation
Thanks @bmwfoundation for partnering w @ColumbiaUEnergy on such a substantive & productive session @MunSecConf on how to enhance critical mineral & energy supply chain security amid fragmenting geopolitics. Great insights from DOE’s @AlexFitzDC, @dan_brouillette & so many others. https://t.co/D1xRKHu7gO
By Jason Bordoff
Social•Feb 14, 2026
Saudi Arabia’s Oil Demand Plummets as Gas Powers Electricity
CHART OF THE DAY: Among the world's top oil consumers, a curious trend. The 2nd largest consumption drop last year ocurred in Saudi Arabia, where demand fell ~60,000 b/d (only South Korea saw a larger drop). The reason? Gas is...
By Javier Blas
Social•Feb 14, 2026
China and US Slowdown Drag Global EV Sales
Global EV sales hampered by China, US slowdown in January "Global EV registrations, a proxy for sales, fell by 3% year-on-year to almost 1.2 million units in January, according to the data, which includes battery-electric and plug-in hybrid cars. They were down...
By Anas Alhajji
Social•Feb 14, 2026
Enbridge Rejects West Coast Bitumen Pipeline Over Jurisdiction Risks
Enbridge a no on appetite to build proposed bitumen pipeline to Canada’s west coast “I don’t think investors or the infrastructure companies should be taking on the risk of development in jurisdictions that have historically created a challenge” Still some N Gateway...
By Rory Johnston
Social•Feb 13, 2026
No Bullish Catalyst for Oil in 2026, Repeat Likely
🚦From a pure fundamentals perspective, there's simply no bullish driver in sight capable of pushing oil prices into the high $70s—or higher—in 2026. ⚽️Betting your capital on a major war with Iran or any similar geopolitical shock to spike prices isn't...
By Anas Alhajji