Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
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 to help end the war) https://t.co/1GAUzbWHhK
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
WTI futures price fell $0.39 from $98.71 to $98.32 week ending March 20 Somewhat higher price movement is likely on Monday based on 12-month spreads #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/6kUedQJUDr
Oil expert Stephen Schork on the potential US oil export ban: "An export ban would be catastrophic for US oil production bc. all it would do is pent up more supply here in the US of oil we don't necessarily use......
Extreme volatility, not price direction, is the defining feature of the oil market @ArjunNMurti Bull can become bear with the snap of a finger The longer Hormuz stays closed, the greater the risk not just to oil prices, but to demand,...
Clean industry push could unlock AUD 300 billion for Australia #energysky -- via pv magazine global: https://t.co/aLDDNc8FrP
I know you all are excited in a perverse way for oil to hit $175 per barrel, but oil stock charts are overwhelmingly giving off topping and rolling over signals.
Yes, but there is more to it than just that..... such as the $27 spread in CLK26/CLK28 May 26 WTI Crude Oil Futures settled $98.23 May 28 WTI Crude Oil Futures settled $71.23
You forgot the impact of batteries. Helps the whole grid utilize more of what we have already paid for. Welcome to the electrostate.
⚛️This @barronsonline piece by @avibarrons is the most informative thing I’ve seen on the rather vague U.S.-Japan investment announcement aimed at spurring construction of GE Vernova Hitachi SMRs in Tennessee and Alabama. Link in next post. #nuclear #energy
Oil expert Stephen Schork on Brent & WTI prices & the war in Iran: "[The WTI contract] is the hope market. The Brent market is the real market that is pricing the real events going on, and that blowup [Brent...
“When oil prices rise more than 100%, the S&P 500 index typically suffers substantial corrections. While WTI prices have risen 50% so far, other non-US grades shown earlier have risen by 100% or more.” https://t.co/fN5M8QiCsW
CENTCOM says bombing Iran’s coastal missile sites “degraded” its shipping threat That train left the station when Iran took de facto control of Hormuz Now Tehran wants navigation open on its terms: tolls, leverage, gatekeeper power. The US is being...
Microreactors produce very expensive power today but if we can manufacture them at a rate of 100 a year you could see the costs come way down.
FEDWATCH: “.. If [India’s tanker] passage is successful, other countries may follow the Indian example. .. “.. the only way crude price volatility cools off is if there is a decisive winner, which is increasingly looking to be Iran.” [Emons]...
It’s not really that simple… Ethanol prices depending on the cost of production… At 5% blending, the ethanol component is 5.5 cents…. Should we stop blending? Not really… that ethanol value chain creates jobs for thousands of people… it creates opportunities...
The US should CLOSE HORMUZ That would remove Iran’s leverage & income It would not materially worsen the oil supply crisis Time for hard strategic decisions What would Captain Kirk do? #Hormuz #Geopolitics #Oil #KobayashiMaru @acranberg @citrinowicz @gbrew24 https://t.co/uyhUtwRSvt
CHART OF THE DAY: Despite sanctions, ahead of the war, Iran's total oil production had hit a 46-year high. Although most of the attention is on crude, Iran has focused in expanding its output of condensates and natural gas liquids —...
The International Energy Agency in Paris reports “the war in the Middle East is creating the largest supply disruption in the history of the global oil market.” TRUMP & NETANYAHU'S WAR PLANNERS -- NOT THE SHARPEST KNIVES IN THE DRAWER --...
Brent crude: $110/barrel. Up 54% in a month. Let that sink in. Fifty-four percent. In thirty days. This isn't a price move. This is a supply shock. And supply shocks don't negotiate with Fed dot plots. Everything you think you know about 2026...
The US is removing sanctions from shadow fleet ships to ease energy prices while France increases seizures. Hard to tell how much of this is politically motivated.
Why on earth aren't major media outlets asking this obvious question? The Trump administration just issued a sanctions waiver allowing 140 million barrels of Iranian oil currently at sea to be sold. Meanwhile, Iran's oil exports have surged before the...
Japanese researchers achieve world record efficiency of 12.28% for copper gallium selenide solar cell #energysky -- via pv magazine global: https://t.co/KwOEhHMbDK
A look at #Oil prices, post 2010 we have been able to handle elevated prices, but elevated prices and rates aren't a positive when duration is applied #energy #Economics #Chartdaddy
Everyone talks about AI chips. But the real bottleneck may be electricity. Data centers now consume ~7% of US power demand - up more than 10x in two decades. https://t.co/wQARGxiefq
So now @UANI and @FDD are strongly in favour of lifting sanctions on Iranian oil sales without conditionality
“…the Department of the Treasury is issuing a narrowly tailored, short-term authorization permitting the sale of Iranian oil currently stranded at sea.”
“Just enough damage to knock competing infrastructure offline. U.S. LNG steps into the gap. The competing corridor is gone before it opens.” US LNG stocks are outperforming as LNG glut is removed & US restructuring plans in GCC are quietly negotiated. #IranWar
US Treasury says there are 140 million barrels of Iranian oil "stranded" on the water. That's misleading -- if not false. There're about 100 million barrels of Iranian oil on their way to China, and probably another 40 million on...
This @ProSyn column by @baselinescene is a must-read. Before he won the Nobel for economics in 2024, Simon was deeply involved in design and execution of the G7 price cap on Russia. Few other voices carry as much authority now...
Around 40% of gas stations in Laos and about a third in Cambodia have closed because of fuel shortages.
> Israel will escalate. > Probably hit some energy stuff. > Iran will counterattack against other Gulf energy stuff. > Prices will spike. > Trump will say he had no idea about the energy attacks > Israel will say they won’t do it again > Prices...
Will we see rationing of oil and gas? It's now very possible. Past crises show ~10% of energy can be saved through conservation short-term. But the only lasting solution: switch to alternatives and dramatically improve energy efficiency. I spoke to LBC about this...
Goehring & Rozencwajg's oil super-cycle has have been wrong for a decade The argument is disconnected from a debt-saturated, low-growth, war-fractured world Scarcity can spike price But it can also crush demand, trigger recession, & kill the bull case https://t.co/fOpvyVFTKH #Oil #OilMarkets #Energy #Macro #Recession...
Trump is dangling $15 billion in compensation in front of Iran by lifting floating oil sanctions, writes @TankerTrackers This is the weirdest war ever It’s coercion, improvisation, and market panic all at once #Iran #Oil #Trump #EnergyMarkets #Sanctions
Iranian barrels often spend months on the water before reaching a final buyer Lifting sanctions makes ACCESS to that supply suddenly exist, writes @gbrew24 #Iran #Oil #Sanctions #TankerTracking #EnergyMarkets
EU tells member states not to wait to fill up gas storage https://t.co/QWu2AXIWUa via @johnainger https://t.co/iuJD7NDt15
Fossil fuel crises before the 2020s left consumers with three options: 1. Switch fuel if possible 2. Pay more if you can find fuel 3. Cut fuel use Fossil fuel crises after the 2020s give new affordable options: 4. Install cheap solar panels and...
Goldman > The unprecedented US and Israeli coordinated attack on Iran has resulted in the largest energy supply disruption in history.
Engineers apply technology known as "tertiary recovery", injecting a mix of chemicals into oil reservoirs to "scrape the last grease off a plate"
🟥TRUMP’S SURPRISE IRAN OIL U-TURN: 30-Day Waiver Unlocks 140M Barrels: ▪️Will IT LOWER OIL PRICES? (ask your company to subscribe) Link: https://t.co/XUVxhDoQuD
The Narrowing Straits: Why the Middle East Crisis is a Fault Line for Global Industry "..headlines focus on price of oil at the pump, a deeper story lies in dislocation of energy markets and the global breakdown in the traditional distribution...
The only way is through. I believe Saudi will be in a power position to help the world with oil and help their own ambition projects and the capital to fund them
You're right about the big picture of thin margins, structural dependence & denial @ashokdadhwal196 But Hormuz is not merely “a chokepoint.” It is the central artery of the global economy. We knew that before things overshot so much #OilMarkets #Hormuz #Geopolitics...
Gulf oil and gas flows may take months or years to restore. That means this is not a temporary price spike. It's the biggest oil shock in history And it hits the heart of the global economy. https://t.co/DOP0vnh2av #OilMarkets #LNG #Hormuz #EnergySecurity #IranWar
Focus on Kharg Island says the air campaign has not succeeded, writes @BarakRavid It's a sign the war is not going well Escalation has replaced strategy. #IranWar #Hormuz #OilMarkets #Kharg #EnergyCrisis https://t.co/geOssDxEyT
Britain is letting the US use its bases because the war has crossed into a new phase, writes @ChrisTakushi It's not because the risks are lower It's that the cost of a long Hormuz closure now looks worse than the...
