Northern Gateway Stalled: No Shovels After Decade-Long Development
The Northern Gateway pipeline was in development before the last Conservative government took office and no shovels had hit the ground by the time that gov't left office, most of a decade later. Sit down.
Trump’s Iran Move Forces Three Risky, No‑win Paths
Trump canceled talks with Iran That leaves three paths • escalate, • accept a weaker deal, or • drag it out with a blockade that keeps hurting the global economy. None offers a clean win. World class chess moves by Trump. https://t.co/qNzkG2bskW #Geopolitics #Iran #OilMarkets...
Solar Rebound May Boost Europe's Electricity Demand 5% by 2050
Solar rebound effect could raise Europe’s electricity demand 5% by 2050 #energysky -- via pv magazine global: https://t.co/dIRViXWiI4
US Blockade Cripples Iran’s Oil Flow and Economy
How Effective is the US Blockade Against Iran? 1⃣Intercepting Foreign Tankers 2⃣The Storage Crisis: Iran’s Oil Well Pressure 3⃣The Blockade Biting Hard 4⃣Kettled & Drifting: Tankers Under Surveillance 5⃣The Impact on the Iranian Economy https://t.co/1bPngdBnH4
Chevron Drives California’s $1‑2 Higher Gas Prices
Chevron is why gas in California is $1-2 more per gallon than in the rest of America.
White House Declares Grid Critical, Boosting Infrastructure Stocks
The White House just announced that grid infrastructure is essential to national defense. Here are the stocks that benefit : Grid Equipment & Infrastructure: $ETN (Eaton) $GEV (GE Vernova) $HUBB (Hubbell) $PWR (Quanta Services) Utilities & Power Generation: $NEE (NextEra Energy) $CEG (Constellation Energy) $VST (Vistra) Data Center Power &...
Low‑pressure Hydrogen Fills Solar’s Seasonal Gaps in Japan
Low-pressure hydrogen bridges seasonal gaps in solar-powered Japanese building #energysky -- via pv magazine global: https://t.co/XxpNtWlQec
Trump Pushes China Into Sanctions Ahead of Summit
Target Isn’t Just Iran - Trump Wants China To Submit Too https://t.co/QS77FdK6Yx Hengli, a private oil refinery in China, in US crosshairs… sanctions of size right before the Xi-Trump Trade Summit meetings mid-May. Not subtle.
Innovative Solutions Redesign Industrial Grids to Electrify America
Lots of cool innovation happening to rethink industrial grids & how to electrify America @am_watt @basepowerco
Hidden AI Infrastructure Companies Power the Next Compute Boom
The boring AI infrastructure stack nobody talks about 💡 $FIX — installs HVAC in data centers. No cool air, no compute. $VST — Texas power plants that never sleep. AI signs directly with them. $VRT — liquid cooling inside every hyperscaler. NVDA...
Uruguay’s $7.50 Gas Highlights Global South’s War Burden
Gasoline in Uruguay is about $7.50 a gallon at 81 UYU pesos per liter. The U.S. and Israeli war on Iran continues to disproportionately impact the global south.
Yacht Runs on Plastic Waste, Cutting Fuel Costs
#WhatsNext? A Yacht that is powered by plastic waste. What a way to clean up your fuel bill and the #Environment. (Digital Trends) #Innovation https://t.co/MNdVYH9bG5
JinkoSolar Launches Ultra-Light 7 Kg/M² Rooftop PV Module
JinkoSolar debuts rooftop PV module weighing 7 kg/m2 #energysky -- via pv magazine global: https://t.co/hxhZAJeBc7
Closing Hormuz Costs Billions, Not Just Pennies
“Too expensive. I’m a very cost-conscious person” Every day Hormuz remains closed the world loses 13 million barrels of oil, current market price ~$1.35 billion.
BrightNight, Lydian Acquire US Assets; ILOS Upsizes Euro Credit
ROUNDUP: IPPs BrightNight, Lydian acquire US portfolios, ILOS Projects upsizes European credit facility #energysky -- via Energy Storage News: https://t.co/k1mwJQh9O6
Electric Ferry Cuts Energy Use 88% With Zero Emissions
Battery-electric ferry reduced energy use 88% versus a diesel ferry during 16 months of operation in Norway, carrying 41,000 passengers per day back and forth over a river. Plus, 0 tailpipe or grid emissions from the BE ferry since Norway's...
Iran Holds the Cards on Hormuz Strait
My take on @RT_com on who will ultimately control the Strait of Hormuz: "Either you run the show, or the show runs you. And in the case of the Strait of Hormuz, Iran will be running the show." IRAN = HOLDS THE...
Community Solar Saves $6.5 B, Avoids CA Gridlocks
Community-scale solar offers $6.5 billion in savings, bypassing California gridlocks #energysky -- via pv magazine global: https://t.co/f4WARfFyOx https://t.co/asqUO1Ty4B
Renewables Dominate Future Grids; Nuclear's Role Marginal
New paper: "Perspectives on nuclear power" Systems with renewable energy, storage, and demand response dominate least-cost future energy system options under realistic conditions. New nuclear contributes only marginally. Past studies of nuclear exaggerated its role by using unrealistically low overnight capital...
Falling Battery Costs Enable Storage Paired with Gas
Batteries are a linchpin for unlocking solar and wind energy’s full potential. But the steep drop in costs is now allowing energy-storage technology to be deployed in conjunction with natural gas. Read more: https://t.co/VW5jM3jV6a 📷️: Getty Images https://t.co/y8qGKuzukl
Geopolitics Accelerates Clean Energy Shift, Raises US Prices
Russia’s invasion of Ukraine accelerated the process of technology replacing fossil fuels and the Iran war is adding fuel, in addition to boosting US energy price making status. Please join our BI Energy Exchange on Wednesday, April 29, 10am EST, hosted...
Fossil Interests Fund Ohio County's Renewable Ban Campaign
Fossil fuel promoters tied to campaign to keep Ohio county renewable ban #energysky -- via Canary Media: https://t.co/F3eILkZDk8
Hybrid Hydrogen Costs Drop to €2.5/kg at Mediterranean Ports
The Hydrogen Stream: Levelized cost of hydrogen at Mediterranean ports can be as low as €2.5/kg for hybrid systems #energysky -- via pv magazine global: https://t.co/ZkkLBonwRb
Oil Shortage Already Priced In, No $200 Brent
It's not obvious physical shortage of oil now should drive prices higher. Markets are forward-looking and this shortage was predictable. So the 60% rise in Brent from before the war prices much of this. Maybe we go a bit higher,...
Clean Energy Buffers EU Electricity Costs During Gas Spikes
The more clean energy a country has, the less it pays when gas prices spike. The chart shows electricity price sensitivity per €1/MWh rise in gas across EU countries in 2025. @CREACleanAir https://t.co/izKNUNPQwJ https://t.co/l6HAQKC1fi
Oil Prices Already Reflect War Shortfalls, Further Rises Unlikely
I covered 3 topics on this morning's live stream: (i) the 60% rise from before the war means oil already prices the physical shortfalls unfolding now, so prices shouldn't rise much further; (ii) global supply chain disruptions; (iii) rising global...
WTI Spreads Surge, 12‑month Up
WTI 12-month spread widened $7.84 (60%) for the week ending April 24 6-month spread widened $6.35 (69%) & price rose $10.55 (13%) from $83.85 to $94.40 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/SWXxGMx8Qy
IMF: UK and Germany Hardest Hit by Energy Crisis
The UK and Germany are the two countries in the developed world whose economic growth prospects have been most hurt by the ongoing energy crisis, according to the IMF. This is totally unsurprising given that the UK has shut down its...
Hormuz Delay Persists; Stocks Hit Record Highs as Forecasted
Strait of Hormuz likely will not fully reopen for months, Baker Hughes executive says @seekingalpha and stocks are at record highs, just as everyone predicted https://t.co/byIcXkNS7j
Drilling Against Low‑Price Regime Defies Capital Logic
"Why drill into a regime that wants low prices in a so called capitalist world?" correctly asks @NGLFundamentals Trump wants cheap oil. Why drill into your own price ceiling? That’s not how capital works. #OilMarkets #EnergyPolicy #Shale @RKelanic https://t.co/Sb1c4MChCv
Solar Hardware Demand Spikes, Driving Fragmented DIY Panel Market
Ember says solar demand is surging. No—solar HARDWARE demand is surging. Cells & wafers--not panels That’s fragmentation Everyone wants to build their own panels Still using Chinese inputs Go figure #Solar #EnergyTransition #SupplyChains #Geopolitics @ctindale https://t.co/oAeTOhe7lC
Hormuz Crisis Unfolds: Market Calm, Leaders Navigate Shock
🎙️ NEW PODCAST 🎧 On the latest episode of Oil Ground Up, I spoke with @Amena__Bakr about the latest tracking of the Hormuz crisis, the shockingly sanguine market reaction thus far, and how the political and industry leadership across the region...
Iran War Enters Week Nine, Strait of Hormuz Closed
Today marks the start of the 9th week of the Iran War and the closure of the Strait of Hormuz. https://t.co/SlkCd7pW0e
Solar & Battery Microgrids Power Amazon’s Off‑grid Villages
Solar panels and batteries are spreading across the Amazon rainforest, bringing 24/7 power to off-grid communities https://t.co/xGduaflVUL
Oil Inventories Near Record Lows Despite Potential Hormuz Reopening
The world’s oil buffers are rapidly being depleted, with crude inventories poised to reach the lowest levels on record even if the Strait of Hormuz reopens in full by the end of this month: GS’s Daan Struyven & team https://t.co/Z3i0GtxRlv
France Adds 1.41 GW Solar Capacity in Q1
France deploys 1.41 GW of solar in Q1 #energysky -- via pv magazine global: https://t.co/oL044RiK7a
Battery Costs Plunge, Solar Takes over All Power Markets
Today’s "anytime solar" revolution is a vertical takeover of the global power grid: With stationary battery costs cratering 45% in just 12 months to $70/kWh, the "but the sun doesn't shine at night" argument is officially in the graveyard 1 It's...
Shale Revolution Made US Energy Arsenal—Preserve It
The shale revolution turned the United States into an Arsenal of Energy™️ and never has one been needed more than now. Let’s keep it that way. https://t.co/N1tkma5zaq
Mexico-Japan Oil Trade Remains Sporadic, Future Uncertain
🇯🇵🇲🇽 The last oil shipment from Mexico to Japan was in October 2023, and the previous one was in April 2022. Will we see steady shipments going forward?
Denmark Swaps 90% Coal for 60% Wind
Denmark's coal-to-wind transition is one of the most dramatic energy transformations of the past three decades. In 1990, coal provided 90% of Danish electricity. Today it is under 3%. Wind now covers roughly 60% of electricity generation. https://t.co/vfwOET4gUg
Sanctions Block Russian LNG, Not Crude, Through Red Sea
Explain this: The green arrows in the Red Sea show tankers carrying Russian crude oil. The second image shows the same area with no arrows at all — indicating zero LNG carriers passing through. The third image shows...
Iran's Real Power: Strait of Hormuz Outweighs Nukes
“… The Strait of Hormuz, geography’s strategic gift to Iran, is now a more potent source of influence for Tehran than its nuclear program, ballistic missiles or proxies have ever been…” https://t.co/6yrHVfIioz
Pakistan's Solar Surge Becomes Nation's Top Power Source
Pakistan went from near-zero solar to its single biggest electricity source in a decade. The current energy crisis will further accelerate the transition across the globe. Quoted in @news.rte.ie on this. https://t.co/7FQod74JeP
Libya's Oil Boom and Currency Surge Amid US‑Israeli Conflict
Libya’s oil production JUMPED from roughly 400 thousand barrels a day in March to 1.43 million barrels a day in April. In the same time frame, the Libyan dinar has APPRECIATED by over 17% vs. the USD. LIBYA = BIG WINNERS OF...
Singapore’s Fuel Hub Doubles Russian Oil Imports Amid War
Singapore, the world’s biggest ship refueling port, TURNS TO RUSSIA FOR OIL. Oil imports from Russia have DOUBLED since the start of the US-Israeli war on Iran. RUSSIA = BIG WINNER. https://t.co/oBUnq9FGNS
US Weaponizes Gas Abroad, Fuels Climate Crisis, Needs Clean Energy
America is basically using gas as a weapon of war against Asia and Europe: their violent actions in the Middle East have pushed up the price elsewhere but *not* in the US. Fossil gas causes climate change AND it's an...
Oil Bans Won’t Force Iran’s Surrender, Hormuz Remains Vulnerable
Cutting Iran’s oil exports—even to zero—doesn’t guarantee capitulation, writes @RKelanic Countries fight through far worse. Ukraine lost 30% of GDP—and kept going. Iran doesn’t need prosperity to disrupt Hormuz. #Geopolitics #OilMarkets #Iran #EnergyCrisis #Strategy
Call‑option Surge Lifts Futures, Then Producers Reverse
Why oil futures are lower than spot prices A one-sided rush for call options forced dealers to buy the market, pushing prices up. When that flow faded and producers sold into strength, the same mechanics reversed—pulling prices back down. #OilMarkets #Brent #EnergyCrisis https://t.co/AoJ7lKdIlf
AI Data Centers and Ukraine Undermine Renewable Momentum
Ukraine & AI data centers were body blows to renewables Hormuz could be the knockout punch. They were always fossil fuel extenders. Now fossil fuels are over-extended. Renewables may not be down for the count But they're no longer a heavyweight contender. https://t.co/C5pS1P6Vdp
Protesters Disrupt AGM as CEO Receives $17M Bonus
“More gas will cook our planet:” Protestors disrupt oil and gas giant AGM as new CEO lands $17m package #energysky -- via Renew Economy: https://t.co/5upYLVdrKU https://t.co/rRtB9O4EMn