Banks Pull Back, Reject Former Energy‑Transition Deals
Banks are no longer financing the energy transition on faith, and are declining deals they once would do #energysky -- via Renew Economy: https://t.co/WiJQfPTOKU https://t.co/UwZyEZlq5K
Czechia Mulls Ending Double Tax on Solar Projects
Czechia considers stop to double taxation on solar, storage projects #energysky -- via pv magazine global: https://t.co/YpJGm4xijH
Ukrainian Drone Hits Russian Refinery, Sparks Fatal Fire
Last night, a Ukrainian drone strike caused a major fire at an oil refinery in Ryazan, Russia. Reports indicate that at least three people were killed and 12 were injured. RUSSIA-UKRAINE WAR = HOT. https://t.co/vUWAPxzVwe
China Calls for Unrestricted Strait of Hormuz Navigation
China Wants Strait of Hormuz Open Free of Curbs, USTR Greer Tells Bloomberg News https://t.co/MplQrrnwLD
India Commissions Major BESS Projects, Wins Pumped Hydro Contract
INDIA Roundup: ACME Solar, IndiGrid commission Rajasthan & Gujarat BESS projects, GE Vernova wins pumped hydro contract #energysky -- via Energy Storage News: https://t.co/Ny5fg9jMqR
U.S. SPR Plummets, Half Exported Amid Massive Drawdown
U.S. SPR headed toward historic lows Half is being exported to drain America first EIA projects 170 mmb withdrawal of crude oil from March to October #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/l3Pt1VDxqG
Australia Creates Regulator to Oversee Solar, Batteries, EVs
Australia’s growing throng of solar panels, home batteries and electric cars to be managed by new regulator #energysky -- via Renew Economy: https://t.co/HoKjn9hjWv
China TOPCon Solar Prices Stabilize Amid Holiday Slowdown
China TOPCon solar cell prices stabilize as holiday lull slows trading #energysky -- via pv magazine global: https://t.co/VdfLa3E4rb
Canadian Solar Expands Texas Factory to 10 GW Capacity
Canadian Solar to boost Texas panel factory to 10-GW capacity #energysky -- via Solar Power World: https://t.co/FBgoafYXWK
US Grid Power Prices Surge 76% YoY in Q1
Power prices on the largest electric grid in the US jumped 76% YoY on average in Q1 2026 - Bloomberg
Geopolitics Accelerate Global Shift to Solar‑Battery Power
Trump and the Iran war are, somewhat paradoxically, accelerating the worldwide transition to renewables - mainly the solar + battery route. Here Cuba. Pakistan is another example, where DIY solar+battery competes very well with a sclerotic fossil-fuel-powered utility system.
Hormuz Crossings Offer Minor Relief, Not Production Recovery
It's important to mentally separate eastbound (i.e., exiting) Hormuz ship crossings from the restart of shut-in Middle Eastern production. There's ~175 million barrels of petroleum on tankers floating, tapped in the Middle East Gulf (MEG). That's effectively a quasi-strategic stock at this...
Renewables and EVs Must Accelerate Amid Oil Crisis
How renewables and EV industries should respond to the oil crisis #energysky -- via Renew Economy: https://t.co/KvvV7ya4XI https://t.co/MZsQLbNaNC
China’s US LNG Resumption Boosts Market, Not New Demand
This is exactly what I wrote about in the Daily Energy Report weeks ago and again yesterday: China deliberately stopped importing US oil and LNG, using it as a major bargaining chip. If they resume buying now, it’s...
SoliTek Launches Fully Automated PV Module Line in Lithuania
Inside PV Manufacturing: SoliTek’s new fully automated module line in Lithuania #energysky -- via pv magazine global: https://t.co/L2dEaToxte https://t.co/qPZfZtjDFQ
Australia's Biggest Solar Adds Early Battery to Curb Duck Curve
Australia’s largest solar project changes shape as owner brings forward big battery to beat solar duck #energysky -- via Renew Economy: https://t.co/RWCCtTZ6Pv https://t.co/FCSWZXykrk
Cherry Street Energy Powers Talent Consultancy with Solar
Cherry Street Energy installs solar project for international talent consultancy #energysky -- via Solar Power World: https://t.co/jwHbJRh41e
E15 Bill Expands, Not Eliminates, Ethanol Mandate
"The E15 bill isn't a mandate." No, it's the *expansion* of a mandate. The ethanol mandate requires more ethanol than we can use. The Clean Air Act (CAA) serves as a check on it. So do Small Refinery Exemptions (SREs). Loosening the CAA and...
Hormuz Crisis May Spark First Post-Pandemic Oil Demand Drop
IEA Warns Hormuz Crisis Could Trigger First Global Oil Demand Contraction Since Pandemic. Trump’s Iran War and the Strait of Hormuz. https://t.co/j9HhjsJNS2
Renewable Share Shows Little Impact on Prices
Do US states with more renewables pay more for electricity? No. Do they pay less? Not necessarily. Across all 50 states in 2024, the correlation between renewables share & residential retail price is very weak in either direction. More next newsletter https://t.co/In5lBaF2ox...
Policy, Not Tech, Unlocks Grid’s 100 GW Potential
What is missing is not technology. It is not engineering. It is the interruptible tariff structures and regulatory frameworks that let utilities offer flexible interconnection agreements at scale. Utah's SB 132 created one. Ohio's HB 15 moved toward one. These...
Spain's Renewables Stabilize Power Prices Amid Middle East Conflict
Spain’s growing reliance on renewable energy has helped keep power prices stable even as the war in the Middle East drives up costs, said the country’s minister for environmental transition https://t.co/PrGTYq4AVR
IEA Confirms Reuters Forecast: Russia’s Oil Production Slumps
April 2 - Reuters scoop that Russian oil output cuts are imminent https://t.co/5XWsLO71R7 May 13 - IEA says Russia's oil output down 460,000 bpd y/y in April.
IEA Predicts 2026 Global Oil Demand Falls 0.4 M
Global oil demand will contract by about 0.4m b/d in 2026, according to a new @IEA estimate. Pre-war, it saw a 0.9m b/d increase. IEA sees the bulk of the decline in OECD nations (>0.3 b/d), as non-OECD governments shield...
US Export Surge Holds Oil Market, Depleting Stockpiles
COLUMN: A massive surge in US exports has kept the oil market in check. But the clock is ticking: it's sustaining the flow using a stockpile. And unlike the printing presses of the Fed, it can’t just be topped up...
Electricity Prices Soar 987% as Supply Shrinks
Minister of Electricity and Energy, Dr Kgosientsho Ramokgopa, says electricity prices in the country have risen exponentially. He adds that between 2007 and 2023, electricity prices increased by 987%. Here is the kicker; At the same time electricity prices were rising,...
UK Solar Installations Surpass Two Million Milestone
There are now more than 2 million UK solar installations #energysky -- via pv magazine global: https://t.co/aTHDiWzC73 https://t.co/bNQYg0uMvn
Advanced Grid Tech: Untapped Solution to Capacity Crisis
The grid is a near-term bottleneck, but there’s a largely untapped solution set sitting right in front of us — commercially available advanced grid technologies that are dramatically underdeployed.
Interruptible Rates + Storage Slash Bills 10% Nationwide
Mandatory interruptible rates unlock 100,000 MWs of data center capacity. Add in some long duration energy storage, grid enhancing technologies, virtual power plants, and advanced conductors and you get 10% lower bills for everyone.
Utility Costs Surge, Data Center Benefits Reverse
Hyperscalers hysteria has caused… Wires up 152%, transformers up 89%, switchgear up 77%, wood poles up 50% — all since 2019, against 29% CPI. Every new megawatt added to a utility now costs more than the embedded average. The math that...
Oil Sands Claims Exposed as Hot Air
Liar, Liar, The Oil Sands Pants Are on Fire Flame away, oil bros, you know I'm right. #ableg #abpoli #cdnpoli #oilsands https://markhamhislop.substack.com/p/liar-liar-the-oil-sands-pants-are?r=gpc8l
Laos Slashes EV Fees, Hikes ICE Fees to Curb Fuel
Iran war has made Laos cut EV registration fee by 30% and increase ICE registration fee by 30%. Goal: cut petrol/diesel use. Govt agencies have stopped purchase of all ICE vehicles. https://www.eco-business.com/news/laos-slashes-ev-fees-hikes-petrol-car-charges-to-curb-fuel-use/
Indonesia’s EV Subsidies Save Triple Fuel Costs
In Indonesia, the government subsidizes petrol/diesel ICE cars and electricity for EVs. But for every rupiah the state spent covering EV electricity, it saved about three rupiahs in fuel disbursement. https://theicct.org/indonesias-growing-electric-car-fleet-is-cushioning-the-financial-damage-of-the-oil-price-shock-may26/
SPR Should Be Emergency Reserve, Not Political Price Tool
🔴My views on the SPR as summed up by Grok: ▪️He frequently discusses the US Strategic Petroleum Reserve (SPR) in his tweets @anasalhajji and Substack writings (https://t.co/LfUHIpY0M2), as well as in interviews, podcasts, and op-eds. ▪️His overall position—consistent since at...
EIA Forecasts Massive 2026 Oil Draw, Prices to Ease
EIA is no longer pricing a short disruption It now expects an 8.5 mb/d global inventory draw in Q2 2026—one of the largest in modern history Prices ease later because demand destruction & slower growth begin overpowering the supply shock. #Oil #EnergyCrisis #Brent...
New England Ready for Major Gas Pipeline Expansion
New England Is Poised for a Major Gas Pipeline Push #energysky -- via Heatmap News https://t.co/wVxRJmTr5g https://t.co/GaJGCWRtgV
U.S. Energy Stuck as Price Taker, Not Market Dominator
You guys got played @PartyMartyo_0 @LearnerKip The U.S. is largely an energy price taker with the wrong crude slate and weak LNG positioning We can move markets at the margin, not dominate them Stop treating journalists like @richimedhurst like energy experts #Oil #LNG...
Renewables Alone Can End Energy Crises, No Miracles
The world is suffering from high and rising fuel prices, wars over fossil-fuels and nuclear weapons proliferation, millions of air pollution deaths per year, and global warming. These problems are all related to our current energy infrastructure, which relies primarily...
Ming Yang Lands $14.1B for 2.8GW Ethiopian Solar
China’s Ming Yang secures $14.1 billion, 2.8GW Ethiopia solar investment #energysky -- via pv-tech: https://t.co/oGuQVvDMLi
Electricity‑gas Price Gap Blocks Europe’s Home Electrification
Electricity-to-gas price ratio: biggest barrier to electrifying European homes. Heat pumps deliver ~3 units of heat per unit of electricity. The maths works in Sweden but not everywhere. Much of gap is policy. More analysis in my forthcoming newsletter https://t.co/In5lBaF2ox https://t.co/lvOin2nN2m
Corning's $3B Solar Goal Sets New PV Industry Benchmark
What does Corning’s $3 billion 2030 solar target mean for the PV industry? #energysky -- via Solar Power World: https://t.co/aXTUCSJtKy
Bad Decisions Threaten Co‑Located Energy Project Benefits
Poor commercial and technology decisions could undermine the promise of co-located projects #energysky -- via pv-tech: https://t.co/UuykMXsvFh
Gas Tax Pause Saves Coffee, Not Drivers' Wallets
🔥The temporary suspension of the federal gasoline tax to offset rising fuel prices from the Iran conflict is a very stupid idea. 🔥Even if gasoline prices drop by the full amount (which they won’t), the average driver would only save enough...
Tax Cuts on Tight Gas Supply Benefit Sellers, Not Buyers
Cutting gas taxes when oil supply is constrained is like subsidizing housing buyers when zoning blocks new supply: the price must rise. The benefit flows to sellers, not buyers. #Econ101. https://t.co/IYH25HWAZS
RCP 8.5 Outdated as Clean Tech Drives Lower Emissions
Those doing victory laps over RCP 8.5 might consider why that scenario is no longer relevant. Largely, it's improved emissions efficiency of energy production and end-use consumption. Fracking, EVs, solar, and batteries all mean that plausible GHG scenarios have shifted...
Hormuz Shutdown Spikes LNG Prices Abroad, US Stays Insulated
The closure (or near-closure) of the Strait of Hormuz has sent shock waves through the LNG market. Europe, which prices much of its gas at the TTF trading hub in the Netherlands, and Asia are getting hammered by the surge...
Iran Negotiates as Trump Seeks Exit, Shipping Bottleneck Worsens
Iran playing the negotiation game while Trump wants to get out of mess he made. And the ships stuck in the Strait and the supply shortages?
Illinois Diesel Prices Hit Record, Threatening Trucking Costs
Illinois sets record price for diesel fuel. Will that be broken? Trucking and supply chains beware.
Solar at $30/MWh Makes Green Energy Essential
In 2017, I said "green crap" in politics was a distraction and that clean energy was the only choice Fast forward to 2026: Firm solar is $30/MWh. Batteries are down 93%. Failing to make green the default is an active surrender...
Paper Battery Uses Cellulose, Eliminates Toxic Metals
A cellulose-based “paper battery” aims to cut harmful metals and fire risk in everyday devices. https://spectrum.ieee.org/flint-sustainable-paper-battery?share_id=9471744