Geothermal Gains Momentum, Yet Subsidy Skepticism Persists
I like geothermal energy, I do not like the subsidies. Geothermal energy bill advances at the Colorado Capitol https://t.co/rcZo3dAey4 via @coloradosun
China’s Q1 2026 Battery Exports Reach 27.3 GWh
China’s energy storage battery exports hit 27.3GWh in Q1 2026 #energysky -- via Energy Storage News: https://t.co/MljJ3I22MK
State Fast-Tracks Oil Project After Green Battery Push
“I’ll sign, you drill:” State puts oil and gas project on fast-track, one day after “calling in” another big battery #energysky -- via Renew Economy: https://t.co/QUkcx7xsXy https://t.co/1vBy68Kqo4
AI Data Center Power Demand 45‑55 GW by 2030
Appreciate the effort here. With all of the overlapping constraints it looks like no one that has actually run the math sees AI data centers load growth above 45-55GW by 2030. That is easily tucked into our existing grid with...
Iran Conflict May Trigger Oil Crisis, Global Collapse by May
Amid the Iran war, a major warning about the deepening oil crisis, the global economy could collapse by May https://t.co/kpHXhifaXs
Zinc‑Doped Tin Oxide Matches ITO in Tandem Cells
Perovskite–silicon tandem solar cells using zinc-doped tin oxide achieve comparable performance to indium tin oxide counterparts #energysky -- via pv magazine global: https://t.co/Mpz8WZZ3s4 https://t.co/6Q7tr34wZP
EVs Cut 13% US Oil Production, Signal Engine Extinction
In 2025, EVs displaced 1.8m barrels of oil every single day. That’s 13% of total US crude production just wiped out by electrons - while EV sales just smashed through 25% of the global market It’s an extinction event for the...
Bunnings Expands Zero‑upfront Solar Deal to Three States
Bunnings extends zero up-front home solar and battery deal to three new states #energysky -- via Renew Economy: https://t.co/ieBo82BLFj https://t.co/1YbKZkH1AH
Iran’s Oil Revenue Persists After Export Shutdowns
Important nuance. Most observers are focused on a countdown to Iran’s storages filling up and oil fields shutting down. But the physical and the financial flows move in different cycles, especially for Tehran under the sanctions regime. Revenues will continue to flow...
74% of Australia’s 33.2GW Storage Pipeline Uses Grid
Grid-forming inverters feature in 74% of Australia’s 33.2GW NEM battery storage pipeline #energysky -- via Energy Storage News: https://t.co/VdokHBygeV
Renewables Cost 53% Less Than Nuclear Power
New metric shows renewables are 53% cheaper than nuclear power #energysky -- via pv magazine global: https://t.co/GZ6XO9SVS7
Oil Execs Predict Minimal US Output Rise Amid Iran War
Most oil executive expect limited US production increase in response to the Iran War Most likely increase is only about 0.25 mmb/d https://t.co/tAfbtRENxE
Solar Power Surged Last Year and Keeps Climbing
Solar power soared last year — and it’s not slowing down #energysky -- via Canary Media: https://t.co/HO8WkXqaLB
Oil Execs Predict $2‑$6 Permanent Premium Post‑Crisis
Oil executives expect a PERMANENT $2-$6 premium on oil prices AFTER the Persian Gulf crisis is resolved Insurance, freight costs, and tolls are the main factors #OilMarkets #Brent #Geopolitics https://t.co/WQCvwSWvRX
Fast‑tracked Spinning Reserves Raise Grid Protection Costs
Higher bill presented for 10 spinning machines fast-tracked to protect “heartbeat” of grid #energysky -- via Renew Economy: https://t.co/7h76J06Xuq https://t.co/bbgfEResEP
Hoshine Silicon Reports $411 Million Loss in 2025
Chinese PV Industry Brief: Hoshine Silicon posts $411 million loss for 2025 #energysky -- via pv magazine global: https://t.co/vFfnwmzcbe
Trump Confirms US Desire to Close Hormuz Strait
💥President Trump has admitted he wanted the Hormuz Strait closed. 💥We knew from June/July and later in November that Washington wanted it closed. 💥We know the largest beneficiary from closing it is the U.S. And I told you that since day one. ...
AEMC Proposes “Google Maps” For Grid Visibility
Like Google Maps for the grid: AEMC seeks to boost network visibility of solar, batteries and EVs #energysky -- via Renew Economy: https://t.co/xRUYdZhQNl https://t.co/1dmdkBQ0uq
NYSERDA Requests RECs for Land‑Based Renewable Projects
RFP Alert: NYSERDA seeks RECs from eligible land-based renewable energy projects #energysky -- via pv magazine usa: https://t.co/eB4hp3aC1H
Grok Misstates Cancelled BC Carbon Tax, Raises Misinformation Concerns
Here's @grok making mistakes on BC carbon taxes. BC carbon tax was cancelled last year. Weaponized misinfo or incompetence? https://t.co/5sqdnrKsfq https://t.co/wlhhs6jBEe
Oil Market Imbalance Drives Prices Higher
The oil market is not in equilibrium. ~14 mbd of supply has been disrupted. Inventories are being drawn at an extreme pace. Demand is falling — but not enough. There’s still a gap. This only clears one way: higher prices. Outstanding report by JPM. H/t to @HFI_Research...
Cyclones and Polar Winds Skew Australia's March Solar Output
Cyclones and unseasonal polar winds shape Australia’s solar resource in March #energysky -- via pv magazine global: https://t.co/lVfHasjVio https://t.co/D9tn9WxoBf
Utility Profit Caps Spur Ever‑rising Electricity Prices
President Trump asked the Hyperscalers to sign a Rate Payer Pledge a few months ago. It was a smart and good thing by all parties. That said, electricity prices will keep going up. Why? A Utility has a unique business model that...
June‑August Brent Risk Peaks Despite Hormuz Optimism
Most oil executives expect Hormuz opening in August Now look at the Brent futures curve. All the risk liquidity sits June thru August They may both be wrong. But they’re wrong together. #OilMarkets #Brent #Hormuz #EnergyCrisis #Geopolitics https://t.co/TPkIDSc4sc
Sulphuric Acid: Hidden Bottleneck Threatening Global Supply Chains
Sulphuric acid is a hidden chokepoint in the Hormuz crisis, writes @ctindale Disruptions in the Gulf threaten food, mining, and energy. When the upstream breaks, everything downstream follows. #Commodities #SupplyChains #EnergyCrisis #FoodSecurity #Geopolitics
Chaberton Energy Seeks Maryland Farming Partners for Agrivoltaics
RFP Alert: Chaberton Energy seeks farming partners for Maryland agrivoltaics projects #energysky -- via pv magazine usa: https://t.co/S7UvMyrQqr
Iran Publishes List of Potential Energy Targets
How do you say TACO in Farsi? Iran lists energy infrastructure it will (but won't) target when shooting begins again (but won't) Abqaiq, Safaniya,Khurais, RasGas, Ras Laffan, Das and Zirku gas hubs, Burgan Maybe the Permian too?
Iran Conflict Cuts Oil, Boosts US Petrochemical Edge
The global petrochemical system is built on oil, and the Iran war just pulled a massive chunk of that supply off the table. With roughly 13 million barrels per day knocked offline, countries that rely on refining crude into naphtha...
Fuel Costs Set to Slow Shipping in Coming Months
Ships are moving. But slower, tighter, and more expensive, writes @freightos The real risk isn’t lanes—it’s fuel. No spike yet. But give it 2–3 months. #Shipping #EnergyCrisis #OilMarkets #SupplyChains https://t.co/BSJxx69pZ3
Supply Vs. Demand Oil Shocks: Asymmetric Realities
Oil demand shocks are one thing; oil supply shocks are another. Nothing is symmetric. Even government policy responses are different. Comparisons among various shocks in the last 50 years are not an easy task. They require detailed knowledge of: 1. history 2. geography 3....
Switzerland Funds Recycling Research for PV, Batteries, Heat Pumps
Switzerland to fund research on PV module, battery, heat pump recycling #energysky -- via pv magazine global: https://t.co/fGLOZvehP2
Oil Slump Signals Waning Demand, Not Bullish Optimism
The narrative is that oil crashing is bullish — inflation cools, the consumer wins, rate cuts come sooner. Maybe. Or maybe oil is crashing because global demand is quietly rolling over and nobody wants to say it out loud. Energy...
Advanced Green Deploys 2.2 MW Solar at Orlando Convention Center
Advanced Green Technologies installs 2.2-MW solar project on Orlando convention center #energysky -- via Solar Power World: https://t.co/bZ32psfJoo
Ex-ABC Editor Leads Fundraiser for New Nuclear Campaign
Former ABC political editor to host fund-raiser to help launch new nuclear campaign #energysky -- via Renew Economy: https://t.co/iMAOXQ0wtn https://t.co/csckGVOqIa
Exam Problem Shows Carbon Tax Raises Oil Production Costs
Lots of people talking about the industrial carbon tax impact on oil production costs. Here's a problem I used on my final exam this week in my energy economics class (yes, I know 100% capacity factors aren't realistic, but I...
Form Energy CEO Highlights 100‑Hour Battery Potential
Form Energy CEO Discusses the 100-Hour Battery’s Potential With Heatmap #energysky -- via Heatmap News https://t.co/ahw8OwgPQm https://t.co/poZ8utKTfs
Investors Prefer Brent Dates, Futures Marriages Mislead Markets
Investors and media have often dated Brent but married futures (thanks, I'll be here all week). A lucid new @CSIS primer explores this dynamic and why it sends false signals — a hot topic these days. Link in next post....
Republicans Push Bill to Protect Commercial Solar Tax Credits
Republican lawmakers propose bill to preserve commercial solar tax credits #energysky -- via Solar Power World: https://t.co/ndh1a3g5my
Europe’s High Energy Prices Cause Rationing, Not Demand Destruction
Goldman says Europe is seeing “demand destruction” from high energy prices. Not quite — this is rationing, not demand responding to price. That distinction matters more than it sounds. 🧵
US Oil Rig Count Drops 3: Real Decline or Relocation?
US oil-directed rig count declined by 3 last week. Is this actual decline or "relocation"?
Duke Energy's Grid Upgrades Face Criticism From Co‑ops
Duke Energy’s proactive grid upgrades under fire from electric co-ops #energysky -- via Canary Media: https://t.co/Te1L43wWVa
Renewables Dominate CAISO, Gas Share Drops 60%
To date in 2026, fossil gas has met only 16.7% of demand on the CAISO grid, versus 41.6% in 2023. -->Gas is down 60% since 2023. In 2026, WindWaterSolar has met 51.5% of demand, three times that of gas 23 straight...
China Polysilicon Prices Hit Floor as Output Drops
China polysilicon hits cost floor as producers curb output amid weak demand #energysky -- via pv magazine global: https://t.co/jGWoOcYhf9
Clean Energy Ready at Scale, Rationing Replaces Demand Destruction
We don’t have demand destruction, this is rationing. As JPMorgan noted, “demand destruction has already begun” This time clean energy is ready at scale. Our costs are down, supply chains built, now inertia is not in the way. It can’t...
Iran Keeps Exporting One Million Barrels Daily Despite Blockade
despite the us blockade, iran remains on track to export about one million barrels of oil per day in april. half of what they exported in march. but still a lot of money.
Two Months In, Hormuz Closure Signals Escalating Fallout
This week marks the war’s two-month anniversary. The Strait of Hormuz has been closed most of that time. But we’re only now transitioning from the f*ck around phase to the find out phase. Read my thoughts about the fallout headed...
AaloAtomics: Nuclear’s Henry Ford, a Generational Leap
Doing for nuclear what Henry Ford did for automobiles. @AaloAtomics is going to be a generational company. https://t.co/2F9k9eqqSu
Wärtsilä's New Gas Turbine Emits Grid‑level Pollution
A warm congratulations to Wärtsilä, whose brand new fossil fuelled data centre gas turbine deal will pump out the same emissions each year as the entire power grid of Alaska, or New Hampshire (don't worry folks, the press release says "Wärtsilä...
West Texas Zombie Wells Rise 50%, Prompting New Regulations
The number of abandoned "zombie wells" leaking toxic wastewater in West Texas has surged 50% this year, prompting regulators to plan new rules to speed up their response https://t.co/YymPb5TwDQ
CA PUC President Highlights Affordability via Energy Heatmap
California’s Public Utility Commission President Talks Affordability With Heatmap #energysky -- via Heatmap News https://t.co/o9yCZ5tsQh https://t.co/j4ovZYCvDE