I’ve been accused of being too soft on @SecWar. Fine. Problem is his performance has been exceptional. But here’s where I’m livid: no serious DoW pressure on Newsom and the California Coastal Commission which are both getting massive support from China. Oil is more important to the military than oxygen. We can’t even fight from space without fuel for our rockets. Shutting refineries right after Biden closed Hawaii’s strategic military fuel reserves is a deathblow to Pacific readiness. RIGHT NOW we are exporting crude to South Korea to refine gasoline, diesel and jet fuel to ship back to California. If Hormuz teaches us anything it MUST be that oil tankers are sitting ducks for drone and missiles. There is zero chance California, home to our most important Naval Base, will be able to receive shipments from South Korea in the event of war with China. If war broke out right now California would grind to a halt without these imports but our military could still function. With these new closures, our military would need serious rationing too. The DoW needs to drop the hammer on this ASAP or our refueling planes and fleet oilers will be stuck at home during the next war. And we need a lot more than 8 🇺🇸 tankers in the US Merchant Marine tanker security program and those tankers must have CWIS or other defensive systems or else Hawaii is screwed. As Hormuz is teaching us, foreign seafarers aboard supertankers simply refuse to follow Navy directives. Seizing ships doesn’t work either because, as we saw in Venezuela, operationally it’s easy to do but we don’t have enough US Merchant Mariners to sail them home. And Congress refuses to pass the SHIPs Act so there is zero chance of training more. The full force and weight of the DoW MUST be applied to this issue. @SecWar’s current grade on fuel and oil security in the Pacific is sadly an F. P.S. if you are liberal don’t dare tell me this is necessary to stop climate change. The Pacific is the largest ocean and oil tankers sailing to and from South Korea are emitting metric sh!ttons of CO2.

400 million barrels. Largest emergency stockpile release in history. $BRN still at $112. The market is telling you exactly what it's pricing: this won't be enough. Think. https://t.co/t5SmTDXuzM
DUBAI, March 22 (Reuters) - Critical infrastructure and energy facilities in the Middle East could be "irreversibly destroyed" should Iranian power plants be targeted, Iran's Parliament Speaker Mohammad Baqer Qalibaf said in comments posted on X on Sunday.
TEL AVIV/JERUSALEM/WASHINGTON, March 22 (Reuters) - U.S. President Donald Trump and Iran threatened to escalate their war by attacking energy facilities in the Gulf, a potential widening of hostilities which could deepen a regional crisis and add to concerns in...
Iran responds to Trump’s 48-hour ultimatum: “… the critical infrastructure, energy infrastructure, and oil facilities throughout the region will be considered legitimate targets and will be destroyed…”
The latest episode of Miliband is a moron. Miliband’s North Sea crackdown seems more senseless than ever https://t.co/6VIBbf0chb

The last LNG tankers from the Gulf arrive in the next 10 days. After that, many countries face a sharp drop in supply. Qatar's Ras Laffan — 20% of global LNG — could be offline for 3-5 years. Fossil fuel...

The Strait of Hormuz and the Strait of Malacca combined handle more than 40% of all maritime oil trade. Source: Vizualytiks https://www.voronoiapp.com/trade/How-is-Oil-Transported-Globally-7879
Aside the relaxation of US sanctions on Iranian oil, for Tehran the big win is the fact that >20 days into the war, it’s still exporting oil via Hormuz. At ~1.5m b/d (and assuming $85 a barrel) that’s a ~$2.5...
Three weeks into the Middle East war, this is where we are from an energy point of view - a nightmare scenario. A weekend read from @Reuters https://t.co/xnlY5DLrvT
Germany sets four-year BEV support for 2026–29 with income-based subsidies, plug-in limits, and a €3bn cap. https://www.metalnomist.com/2026/03/germany-sets-four-year-bev-support-for.html
It feels like I should run a bunch of polls like this again, but about the Strait of Hormuz.
"Ealing Council is now building more than 200 Passivhaus homes. The borough is becoming a hot spot for Passivhaus, with the West London Partnership’s new development on Bollo Lane poised to be the largest Passivhaus programme in Europe." #passivhaus https://t.co/fwO6GoZoAB
If Iran—facing threats from President Trump—now announces that the Strait of Hormuz is OPEN, would that immediately end the crisis and get ships moving through it again? Why or why not?
The Strait of Hormuz is the fuse for mass starvation This is World War III, says @Michael_Yon This is a serious situation but hyperbolic rhetoric is designed to stoke fear & panic Block the predators who sponsor this kind of garbage...
What if the Houthis enter the war, asks @citrinowicz ? A disruption at Bab el-Mandeb, on top of Hormuz, would turn global economic shock into panic #RedSea #Houthis #Hormuz #OilMarkets #SupplyShock #EnergySecurity #Trade #Geopolitics
Inequality shock is the next risk from the Iran crisis Shortages give dominant firms cover to raise prices, protect margins, and push the pain onto everyone else Hormuz could become not just an energy shock, but an inequality shock https://t.co/J5Rdjxc0KI #Inequality #Inflation #Hormuz #EnergyCrisis...
Taking down Iran’s power grid would not be a clean military move, writes @ctindale t would hit water, refineries, hospitals, telecoms, transit, and industry all at once. That may weaken the state. It would also risk humanitarian collapse and damage that lasts...
TACO is not an option for Trump, writes @biancoresearch He can't leave Iran in control of Hormuz Crude won’t calm down and markets won’t recover. #IranWar #Hormuz #OilMarkets #EnergyCrisis #Trump #Geopolitics #Macro #MiddleEast

These "oil and gas are in everything" graphics are about to get very real super quick for a lot of people. https://t.co/E0aKS1NR3z

Cold, clear skies boost northeastern Europe’s solar while storms dim the west #energysky -- via pv magazine global: https://t.co/D8770v9wuH https://t.co/avR0blM68J
I continue to expect crude prices to grind $2-3/bbl higher every day that the Strait of Hormuz remains closed. But if you start playing energy facility tit for tat that trend starts getting some step-change bumps real quick.
Iran’s Khatam al-Anbiya Central HQ Spokesperson: “If Iran’s fuel and energy infrastructure is attacked by the enemy, all energy infrastructure, information technology systems, and desalination facilities belonging to the United States and the regime in the region will be targeted.”

The stupid sonofabitch wanted to make it the 1950s again and we’re ending up in the 1970s: - Oil shocks crushing Americans at the pump, - Inflation eating Americans’ paychecks, - American solders sent to fight pointless wars with no plan. https://t.co/7iRuS28mfB

If Hormuz isn’t open in 48 hours Trump says he’ll start hitting Iranian power plants. https://t.co/HQZe2Sax7l

…which means GCC and Israeli power plants will begin getting hit within 72 hours from this exact point in time. 😳 https://t.co/RtWko7NOgm

President Trump threatened to attack Iran’s power plants if the country didn’t swiftly open the Strait of Hormuz to commercial ship traffic (The remarks mark a shift in tone since Trump on Friday said the US was considering “winding down” military...

From almost done, followed by close to winding down -- to a 48-hours ultimatum to Iran to re-open the Strait of Hormuz that the US doesn't use, and in any case, it would be very easy to re-open even by...
Iran’s attacks on Qatar’s LNG export plant could be one of the biggest tailwinds yet to the fast-growing US LNG sector 🇺🇸 🚢 🇹🇼 Taiwan said it plans to buy more LNG from the US from June 🇧🇩 Bangladesh is exploring...
TRUMP GIVES IRAN 48 HOURS TO OPEN STRAIT OF HORMUZ=== this ain't no tariffs deadline
In a scenario where the Strait of Hormuz remains closed, "that means $250-$300 price of oil (Brent)" argues @Rory_Johnston. Because a giant price shock is needed to destroy 15 million barrels per day of demand $220+ "almost guaranteed." https://t.co/fnf6ENgf0N https://t.co/yakBRYsHgc
RWE, Peak Energy to deploy first sodium-ion battery in US grid #energysky -- via pv magazine global: https://t.co/oCJI2RUQpe
The Strait of Hormuz saw no disruptions—even during the intense 12-day war with Iran last June—yet the Trump administration's National Security Strategy, released last November, still states: 👉"America will always have core interests in ensuring that Gulf energy supplies do not...
Many commentators on Iran war have seemingly not thought any further ahead than “China is hurt most by Hormuz closing” Below is just one small example of why that view is so wrong 👇
Haze pollution does not originate in national parks, it can travel hundreds of miles from its source – coal plants– harming the air we breathe, and the health of park visitors, wildlife and nearby communities. https://t.co/1tPw3a6OZE
Albania adds over 180 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/6A9FGj4zKb

The New York Times on one of the major economic effects of the War: “At least 39 energy oil refineries, natural gas fields and other energy sites in nine countries have been damaged since the United States and Israel began...
The largest energy supply shock in history just hit as the entire global economy had been riding high on the most energy intensive tech ever (AI), @Rory_Johnston argues. "I hope I'm wrong." Apple🔊https://t.co/hBJ1sBFqgN Spotify📽️https://t.co/fnf6ENfHbf https://t.co/OJPNLB003V
Why shouldn't the presumption be that they will just negotiate deals with Iran and accommodate the regime the United States flirted with trying to change? India, Japan, Pakistan, others are already negotiating Hormuz passage directly. Why not presume they will "clean...

There's so many people talking about oil going to $150 or $200, but those numbers are a stretch because Brent around $110 already embeds a big risk premium. Big thanks to @paulkrugman for having me on his podcast to talk...
It's not just the oil alarmists who are scared. Even the optimistic oil analysts, who make fun of the alarmists, are all "terrified..." 🛢️🛢️🛢️ "That's why I think Trump has to end it" - @Rory_Johnston Apple🔊 https://t.co/hBJ1sBFqgN Spotify📽️ https://t.co/fnf6ENfHbf https://t.co/HdNNaefrAk

Still a couple hours to go until the real highs temps, and already a boatload of record warm temps #natgas $UNG $NG_F @SPPorg @MISO_energy https://t.co/y7l62yB61C

All 2022–2024 cyberattacks on energy infrastructure at a glance #energysky -- via pv magazine global: https://t.co/3bPj3iU1nv https://t.co/PZo92XzX1Q

Markets are too focused on the near-term challenges from higher oil prices. The real trade-off for investors is 4 to 6 weeks of instability, paying off 50 years of stability in oil markets, supply chains, and geopolitics. Torsten at Apollo https://t.co/ixJHl4Cw5f
It is crazy all the hoops we jump through to burn fossil fuels into poison we breathe, when solar, wind, geothermal, and hydro can provide all the energy we need with no fuel cost or poison US lifts sanctions on Iranian...

Japan’s top business newspaper comes out to oppose additional subsidies on gasoline prices (which hit a record this month) 🇯🇵 ⛽️ The policy will support consumption in a period of tight supply Instead, the Nikkei calls for energy conservation (and for Tokyo...

In the face of record March temperatures, @California_ISO not only met 100% of demand with #WindWaterSolar for part of the day 3/20 but also smashed 2-day-old battery peak discharge record with 11.91 GW, meeting 34% of peak demand All with 60%...

Bessent is trying to reopen the Strait of Hormuz through sanctions relief. 140M barrels of Iranian oil. A temporary lift. Geopolitical chess. If it works, oil falls. If it fails, $110 looks cheap. The Treasury Sec is now an oil trader. Welcome to...
How it feels watching the Iran War, Hormuz stoppage, and the still-so-sanguine global market reaction as the world economy just rolls into calamity. https://t.co/2S9HlfVhPt

The Energy Supply Shock of the Iran War Changes Everything #energysky -- via Heatmap News https://t.co/Rsz5GxybUo https://t.co/linv9ehEJv