Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
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Every morning
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Finacial Times. LNG from the Middle East expected to stop within 10 days. More supply and maritime problems ahead.
You can hold that garbage can full of gasoline and wait for higher prices, but risk Trump TACOing and prices dumping. Or you can simply sell the garbage can of gasoline into spot and buy the same garbage can back for...
After all the hype over the weekend about escalation, you'd have thought oil prices would spike on tonight's open. But no sign of that. What matters are actions, not words. And those are that Iranian oil is flowing through SoH...
More evidence of Asian counties performing a LNG-to-coal fuel switch: Thailand has reactivated two coal-fired units that had been mothballed. The switch is important to put a lid on global LNG (and European gas) prices. https://t.co/qqyd5NrZQ8
New framework promises unprecedented level of cybersecurity for SCADA systems #energysky -- via pv magazine global: https://t.co/WiAfR3TSL6
GOLDMAN: “We upgrade our price forecast for two reasons. First, we now assume that Hormuz flows remain at only 5% of normal levels for a longer 6-week period before a gradual 1-month recovery. Second, a recognition of the risks from...
The US benefits from the closing of the Hormuz Strait are 'tremendous,' expert says https://t.co/KX4da2Twrp
New four-hour big battery joins queue for federal green tick, backed by local landowners #energysky -- via Renew Economy: https://t.co/MVliiOTRC7 https://t.co/8v0HnDfrTF
BYO renewables: New national principles set bar for data centre energy and water use #energysky -- via Renew Economy: https://t.co/ejhCebl4Mr https://t.co/qxFK22lc3e
Batteries (purple) in CA already a significant part of the electricity supply in the evenings. And even a little in the early morning. https://t.co/zBs7Yb51Qy https://t.co/h8vRfr4sXx
Australia-backed rooftop solar to power remote Samoan communities #energysky -- via pv magazine global: https://t.co/tbaM3Iwf0s https://t.co/GFAcZQNY94
Polymarket, a large prediction market, shows only a 28% chance that the Strait of Hormuz will open for normal traffic by the end of April. TRUMP & NETANYAHU’S WAR ON IRAN = MASSIVE COSTS. https://t.co/slk6gIZTUJ
"Iran is going after the petrodollar system" Brother, they've already shut in 10 million barrels per day of Gulf crude oil production capacity. What petro?
"Hydropower Line From Quebec to Queens Could Power a Million N.Y.C. Homes" https://t.co/CEfzSRT1cG "Its construction included the underwater installation of more than two million feet of cable imported from Sweden" https://t.co/xqTcpfviM5
Oh no! US airlines are no longer hedged against oil price shocks. Now we will all be paying in higher fares. Just like PJM states who didn't hedge against the recent increase. And California in 2000-2001. Hindsight is 20-20 but...
Nanostructured silicon could push solar cells beyond Shockley–Queisser limit #energysky -- via pv magazine global: https://t.co/3gDJBe2BOt https://t.co/QQOp2n12dC
Is Trump’s threat to destroy Iran's power grid a gambit to pull NATO and Europe into the Strait of Hormuz? It’s a smart leverage point, given that Europe and Turkey are the ones most vulnerable to a new refugee crisis.
DXY up 3% in a month on safe-haven demand. Oil up 50%. Dollar up AND oil up simultaneously. Emerging markets are getting crushed from both sides. This is the squeeze nobody is modeling. https://t.co/xogAtPGq0m
Ever wondered what’s really behind the complete failure of all oil-market stabilization efforts? elow is one source of the panic that nullify the impact on any mitigation that I talk about here: https://t.co/P9npOEgoFO
By what? Giving waver to Putin to sell his oil freely at prices we have not see since 2022? 😉
Price increases since the start of the Iran war... European Natural Gas: +85% Heating Oil: +80% Brent Crude Oil: +54% Urea: +48% WTI Crude Oil: +46% Gasoline: +44% Diesel: +42% Sulfur: +25% Coal: +24% Fertilizer: +23% Palm Oil: +13% US Natural Gas: +8% Iron Ore: +7% Rice: +7%
What happens when the grid fails? Prediction: propane wars will precede water wars... you'll want to keep those emergency generators for AC running until you die of thirst.
#WhatsNext? Electricity from walking? Japan is using piezoelectric floor tiles to generate clean electricity one step at a time. (Interesting World) #Alternate #Energy #JVGpost https://t.co/yp7Ce1RXGg
Forget TSA lines, the real problem with air travel in the coming weeks is fuel. Some cargoes are already diverting toward the U.S. on a Jones Act waiver, so domestic travel might hold. Europe? Different story. About 1.77M barrels/day of jet fuel...
Everything this guy says is fake or misleading. The chart is one of taxes, not RE cost https://t.co/LxtCmfzTkR RE correlates with lower, not higher, electricity prices. Of the 14 states meeting 50-124% of demand with WWS, 12 are 2-5...
As a first for me, I'm recommending @paulkrugman as a weekend read/listen. @robin_j_brooks makes it possible with a discussion on the Hormuz shock. https://t.co/aQ64hxAHxb
The Oil Shell Game: Peeling Away the Bluster of the Latest Oil Announcements. Trade. https://t.co/FyQ7lGbyR5
Iran struck Qatar's gas infrastructure. Qatar is the world's largest LNG exporter. This isn't just oil at risk. It's the entire Gulf energy supply chain. $XLE is at all-time highs for a reason. https://t.co/7TjuVfAelG
KHARG ISLAND — a thread: Trump has talked about taking Iran's Kharg Island for 40 years. The problem? Capturing it won't shut down Iran’s entire oil export system. And thus it won't lead to Hormuz re-opening fast enough. 🧵1/10 @Opinion FREE-TO-READ: https://t.co/ZOYtq3KESE https://t.co/xtLBqPShB6
If Trump does on Monday what he has threatened, oil and ‘natural’ gas prices will absolutely skyrocket. Iran isnt going to open the Strait of Hormuz. Destroying all their energy infrastructure will only entrench their resolve to keep it closed. There’s...
"U.S. retail gasoline prices respond to Brent and WTI before January 2010 and then only to Brent afterwards." (Note: this study is from 2019)
My response to Trump’s threat to bomb Iran’s electric grid is simple: Don’t. My latest. Link is below. https://t.co/kLs8lfC8Or
Of course you can paint all kinds of horror scenarios for oil prices. But they require two things: (i) a collapse in oil export volumes out of the Gulf from current levels near 10 mmb/d; (ii) a price elasticity of...
Even if this were true (which, naw), the 140 million barrels of Iranian oil on water Bessent cites here would offset roughly one week of Hormuz stoppage. We’re now in week 4.
⚠️ Iran threatening to shut down the Strait of Hormuz is NOT just geopolitical noise. It’s the single biggest macro risk in the market right now. ~20% of global oil flows through that choke point. If it closes: • Oil spikes • Inflation rebounds • Risk...
"World faces gas supply cliff edge as Gulf’s final LNG shipments approach ports" https://t.co/OjcnxXcs8a "China gets 30 per cent of its LNG from the Gulf but has some domestic gas production and can switch to coal-fired power generation if needed." https://t.co/ikbgxbUPhV
"To expect it to cave in today... ignores past lessons. And unlike the Islamic Republic, the White House doesn’t have the benefit of time. It needs to reopen the Strait of Hormuz in days or, at worst, weeks." - @JavierBlas...
Iran’s Kharg Island as seen **today** by the @CopernicusEU Sentinel-2 satellite. Iran is loading multiple tankers, exporting oil and making $$$ — now, with the help of the White House. The idea that Trump admin is using Iranian oil barrels...
Chinese PV Industry Brief: Wafer prices fall on weak demand #energysky -- via pv magazine global: https://t.co/Lzcqrequzf
One result will be the human toll during the painful rush to decarbonize under Chinese hegemony (industrial base for that is there). This is probably baked in by now though depth of suffering depends on how and when this phase...
Threats are flying between the US and Iran, but what matters for oil prices isn't words but deeds. Those deeds are that big oil tankers with capacity of 2 million barrels keep docking at Kharg Island to fill up. This...
Gas only sets Spain's electricity price 15% of the time. When gas costs spike it barely registers on the electricity bill. In countries like Italy and the UK gas sets the price 90% of the time. The difference is enormous. I...
Energy sector $XLE: +33% YTD Consumer Discretionary sector $XLY: -10% YTD Higher gas prices are expected to reduce discretionary spending. The more you spend at the pump, the less you have to spend elsewhere (travel, restaurants, clothing, etc.). Video: https://t.co/kTI1Olplo7
Sigenergy unveils 166 kW inverter for C&I solar #energysky -- via pv magazine global: https://t.co/8cg9ePcbMA
It’s the desalination plants, stupid. — Iran said that if its energy infrastructure is targeted, it will strike back at energy, IT and desalination facilities belonging to the United States and its allies in the region. https://t.co/gAFL9FJeZ2
What if Asia gets worried and stops sending petroleum to California. (Where did you think Californians get their gas since @GavinNewsom started closing oil refineries?)
“Just because oil prices have spiked higher on geopolitical risk does not mean that US oil companies will drill baby drill"
"The Waha market’s collapse underscores a pressing issue in global energy: Even when there’s enough raw-material output, many parts of the world lack the critical supply chains necessary to ship product where it’s needed" https://t.co/SUdaWtbJpH https://t.co/I9cYdXcGNR
If the US bombs Iran's power plants, there's no power to fill up oil tankers, so it's an embargo. Same with taking Kharg Island by force. Iran will stop exporting oil, so it's an embargo. Much better to do an...
The UK should consider temporarily capping the profits of energy companies to protect consumers as prices spike in the wake of the Iran conflict, a top government adviser says https://t.co/fNlKVlPQy2 https://t.co/Smfsfn7hi3
