Solar’s Near‑Zero Cost Threatens SMR Viability
Nuclear will continue to go sideways while solar and wind continue to go parabolic. The reasons are a) technological and then b) NIMBY-ism and local regulation. The critical question, as this continues for a while, is when the marginal cost of solar and wind becomes effectively zero (next few years), and the ramp up time for a new MW then also becomes zero what the economics, energy density and time to market of nuclear will have to be to remain competitive. In other words, when will far-field nuclear (ie solar) eat near-field nuclear (ie SMRs and such).
Thermostatic Valves Cut Air‑Source Heat Pump Use 6‑8%
Thermostatic radiator valves can reduce energy consumption in air-source heat pumps by 6-8% #energysky -- via pv magazine global: https://t.co/Vpic4JTpZZ
New Jersey Concedes Temporary Setback in Offshore Wind
New Jersey Admits Defeat on Offshore Wind (at Least for Now) #energysky -- via Heatmap News https://t.co/B3o5hN3bXN https://t.co/4W7LnKBPNC
Brent Climbs $14 This Week, Hormuz Market Steady
Brent crude (June futs) currently up just more than $14/bbl on the week. Just another normal week in the Hormuz market. https://t.co/j33nO5RKff
China’s Solar Surge Doubles Export, Redefines Global Energy
Solar Boom Goes Off-Grid, Reshapes Global Energy Nic Fulghum of ember_energy explains why solar is rewiring global energy systems. China exported 68 gigawatts (GW) of solar in March alone - 2x more than Feb. Thanks, energy shock. https://youtu.be/irdQalpbgNc
Strait of Hormuz Declared Open, yet Traffic Declines
He might still be in X jail, but interesting note from @sonusvarghese here. Last Friday (April 17th), President Trump and Iran’s foreign minister declared that the Strait of Hormuz was open. Over the past week, tanker crossings across the Strait have...
Only Eight Hormuz Crossings, Far Below Normal Levels
“As of 23 April, eight total crossings were recorded through the Strait of Hormuz, flat d/d but still far below normal traffic levels, with most crossings seen west-to-east” https://t.co/C8Cl7uvlPD
Trump’s First Energy Move: Lobbying OPEC, Revealing Market Savvy
First substantive action Trump took on energy after he was inaugurated was to lobby OPEC (Saudi Arabia & UAE) to produce more to bring down prices. While I think that was a misguided action, it showed Trump had a better...
Oil Market Hopeful Hype Masks Underlying Pessimism
not sure where all the hope is coming from in the oil market today. This is not a hopeful sign.
First Global Fossil‑Fuel Phase‑Out Summit Launches in Colombia
The first global summit to phase out fossil fuels begins in Colombia as countries grapple with an acute energy crisis https://t.co/lLDuv15xsE
Iran's Oil Sales Surge, Economy Strengthens Amid War
My take on @PalisadesRadio on why Iran is winning: "Since the US-Israeli war on Iran began, Iran has been selling more crude at HIGHER PRICES. Iran’s oil revenue has increased, the rial has appreciated, & inflation has come down." https://t.co/6yxURxFAlZ
Hormuz Mines Confirmed: 20+ Devices Threaten Tankers
Hormuz is mined Not a rumor. A fact, writes @captsingh Up to ~20+ devices. No commercial tanker is going to risk that.
Higher Foreign Demand Fuels Surge in US Oil Exports
"We barely use the Strait … and we have plenty of energy. Just look at the new global congo line headed to Texas, a beautiful picture" 🫠 the "congo line" cometh bc others are willing to pay more for American barrels,...
Tiny Vessels Surge Through Strait of Hormuz During Brief Opening
Wild animation of the little shippies trying to race through the Strait of Hormuz during the few days it was "open" https://www.csis.org/analysis/strait-hormuz-8-charts
Analyzing Hormuz Oil Gap and Twitter Fury
I had an absolute blast joining @JacobShap & @Geo_papic on the Geopolitical Cousins pod to talk about the Hormuz oil supply hole. Come for the barrel math, stay for the "which Twitter replies drive me to douse myself with gasoline and...
Determining EV Drivers' Needed Range and Ideal Battery Chemistry
How much range do EV drivers need and which battery chemistry will deliver it? . Read more and sign up to my newsletter here: https://t.co/eDFe92Uasy https://t.co/VsMvlqHWvJ
Commodities Surge While AI Trades Face Crowding Warning
2026 Oil Service $OIH +49% Natural Gas $FCG +29% Uranium $URNM +26% Commodities $BCOM +24% Micro Caps $IWC +14% All Metals $XME +14% Russell 2000 $IWM +13% Coal $COAL +11% Big Tech $QQQ+6% Mag7 $MAGS -1%* *Beware of crowded trades and capex funding vehicles for everything AI.
Europe’s Hormuz Concern Outpaces US Amid Global Oil Market
Hegseth says Europe needs the Strait of Hormuz more than the US does. Problem is, oil is a global market...
Convenient AI Fuels Hidden Fossil Infrastructure Expansion
“The logic is circular, but effective. Use drives demand. Demand justifies infrastructure. Infrastructure expands under the cover of inevitability. By the time the physical footprint becomes visible, the narrative has already done its work. For millions of people, that shows...
Urals Crude Dips Below $100, Still Near 2022 Highs
MOSCOW, April 24 (Reuters) - Prices for Russia's flagship Urals crude at its western ports slipped below $100 per barrel late last week, easing from 14-year highs but still at their strongest levels since mid-2022, traders' data and Reuters calculations...
French PR Exec Uses FB Network to Discredit Heat Pumps
REVEALED: A French PR executive with gas industry ties linked to a coordinated Facebook network spreading heat pump misinformation. Always the same playbook: manufacture doubt, delay the transition, protect the incumbents. https://t.co/2361C6GUYY
WTI Crude Slides From $98 to $94 Today
WTI crude oil from near $98 at 6am ET to $94 briefly a moment ago https://t.co/fFM4s4uIt1
Oil Falls, Stocks Rise—Short Oil, Long Stock Puts
December oil down, stocks up. Short oil outright and long puts on stocks. It's okay. https://t.co/faxbvJLoZP
Electricity Era Dawns as Solar Powers Global Growth
The Great Decoupling: For 100 years, energy meant burning coal, oil, gas. That era is dying. 2025 data shows we have entered the Age of Electricity >Our need for power is growing twice as fast as our need for any other...
Oil Markets Heed Flows, Not Rhetoric, for Relief
The market isn’t listening to rhetoric anymore. It’s watching flows. Until there’s real change on the water—more barrels moving, not fewer—tightness persists. Talk doesn’t ease supply. Only flows do. #OilMarkets #CrudeOil #Hormuz #EnergyCrisis #Shipping https://t.co/JfaJv5JqX3
Data Centers Turn to Off‑grid Gas and Battery Power
In their quest for power, data centers are building gas and battery power off the grid. https://t.co/AvjZH2VvrA
Amazon-Backed X‑Energy Secures $1.02 B IPO
Speaking of IPOs for exciting energy startups... Amazon-Backed Nuclear Firm X-Energy Raises $1.02 Billion in IPO https://t.co/K59eZ3ztTF
Oil Futures Liquidity Vanishes After December 2026
"The back end of the curve is lying to us," says @Bob_McNally No. You’re reading noise. There’s barely any liquidity past Dec ’26—and none beyond ’27. Just because you don't understand the curve, doesn't mean it's lying #OilMarkets #Brent #Futures #EnergyCrisis #Liquidity https://t.co/PQM1225W1s
Export Collapse Boosts US/Canada Prices, yet Halts Risk Oversupply
As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to keep gasoline prices down, then North America would become oversupplied. Full Newsletter: https://t.co/9vsV5HAcmy https://t.co/34b7yklfSr
Batteries Increasingly Paired with Fossil Fuel Power
Batteries aren't just being used to power the clean energy revolution. They're also increasingly being paired with fossil fuels https://t.co/ljCr00WgLa
EU Leaders Push Fresh Energy Plans After Failures
EU leaders seek new energy proposals after measures fall short https://t.co/HQBBhCu0KM via @europressos @basteiro @maxramsay https://t.co/HxisxDkDiU
Deepening ISA and SEforALL Partnership for Global Solar Access
Great catching up with @Ashish_Khanna, @isolaralliance Director General. Together with @FemiAkinyelure & @LeeAbiola, we explored how to deepen collaboration, building on the strong complementarity between ISA’s global #solar mandate and @SEforALLorg's #SDG7 & #energyaccess work. https://t.co/fpDbNt1jEw
Rising Energy Demand Needs Multi‑Source Solutions by 2040
Energy demand is rising fast. AI, data centers and electrification shape the next phase of energy systems, with global demand expected to grow by 30% by 2040. No single source can meet this alone. Info: https://t.co/KUhjRUvbdc #EuropeEnergyWeek #HannoverMesse @EEWeek partner https://t.co/xBlUG38Y3p
Indonesia to Import 150 Million Barrels of Russian Crude
JAKARTA, April 24 (Reuters) - Indonesia will import 150 million barrels of crude oil from Russia this year, the country's deputy energy minister Yuliot Tanjung said on Friday.
US LNG Exports Surge: 10th Terminal Ships First Cargo
Dynamics and Surging Magnitude of US LNG Exports: Started 10 Years Ago in a Glut of Natural Gas that Collapsed the Price. Now 10th liquefaction & export terminal shipped first cargo. List of LNG export terminals, operating & under construction https://t.co/HdkB6QZpYk https://t.co/chnWGcbNcj
Analysts Misprice Oil Without Industry Experience
Few analysts understand how markets price oil @PodMonsieur That's because most of them have zero experience in the oil industry I can't understand why they don't just ask their chat bots to explain it to them. #OilMarkets #EnergyCrisis #Brent #Geopolitics #Commodities https://t.co/2wSXZg7ytt
Startup Simplifies Solar Sign‑Up Like Phone Plans
U.S. startup aims to make signing up for solar as easy as signing up for cell phone service #energysky -- via pv magazine global: https://t.co/0gRf85CNrZ
Oil Futures Hit Record Pessimism Amid Geopolitical Uncertainty
The news out of the Middle East might have seemed less dire lately, but oil futures are now basically as pessimistic as they've ever been. This could be a concern that the current war continues, or it could be concern...
Wealthy Exploit Solar Subsidies, Burden the Poor
Big Green Lies: Are the rich using solar to steal from the poor? #energysky -- via Renew Economy: https://t.co/6EYw2L26dH https://t.co/7hqDkAKRf9
Oil Holds $100; Stocks Rise Despite Hormuz Shutdown
Oil is stuck at $100 even though the Strait of Hormuz has been effectively shut since late February. Stocks are rallying anyway. 🔒 Members-Only https://t.co/huz3ZbwJ6f
Guangdong Power Prices Near Double Amid LNG Shortage
Power prices in China's industrial hub have almost doubled due in part due to a natural gas supply crunch 🇨🇳⚡ Spot rates in Guangdong climbed to ~680 yuan/MWh — a three-year high. The region is getting 40% less LNG due to...
US Rig Count Down 34% Signals Looming Oil Shortage
Here is a reminder that well before the war broke out: The number of operating rigs had already fallen by roughly 34% over the prior three years in the most critical US energy basin. That has serious implications for future oil supply,...
Gulf Oil Output Set to Rebound Within Months
Gulf Oil Output Likely To Rebound Within Months After Hormuz Reopening, Goldman Says – RTRS
Clean Tech Cuts Fossil Demand Beyond India's Coal Use
In 2025 alone, solar, wind, EVs and heat pumps erased 800m tons of coal demand, more than the entire coal use of India. It also wiped out 260 billion cubic meters of gas, nearly half the global LNG market Clean tech...
Poilievre Flips From Carbon Price Supporter to Emissions Skeptic
Fun fact: @PierrePoilievre ran on an industrial carbon price rising to roughly the same rates being talked about today and an effective oil sands emissions cap. Now, more than a decade later, he's telling you that meeting any emissions reduction...
Advocates Overstate Oil Industry's Precarious Pipeline Risks
The oil industry's biggest advocates are always keen to tell Canadians how precarious the industry is. If you think the industry is thst close (carbon tax costs are generally <$1/bbl) to not being able to fill a pipeline, the pipeline...
Inside the Hottest Geothermal Startup You’ve Missed
Everything We Didn’t Know About the World’s Buzziest Geothermal Startup #energysky -- via Heatmap News https://t.co/fgEhXuT6uP https://t.co/rqu4UcROdF
Ceasefire Holds, Yet Energy Flows Remain Stalled
Good morning Asia, It's Day 56 and the ceasefire is on, but oil and gas (as well as aluminum, helium, sulfur etc) are still not flowing. Crude oil is up now to 105/barrel and markets end the week with trepidation. Asia...
U.S. Reluctant to Reopen Strategic Hormuz Strait
As I’ve been saying. For better or worse, practically nobody in America is in a rush to reopen the Strait of Hormuz. Definitely not the Commander in Chief.
China’s Oil Independence Prioritizes Security Over Climate
As the U.S. debates energy strategy amid the Strait of Hormuz closure, China has spent decades cutting oil dependence. On @Poli_Climate @Securing_Energy CEO @averyaash explains why this move is about resilience and national security, more than climate. 🎧 https://t.co/eFLD8MCGHu https://t.co/Z5GrGBFZ9P