Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Open access solar set to drive next phase of India’s C&I growth #energysky -- via pv magazine global: https://t.co/WLQZrEvcCz
Why some of Australia’s energy market conventions should go the way of the dinosaurs #energysky -- via Renew Economy: https://t.co/vTCaLMcIM7
So, just to be clear. 1️⃣US & Iran sever ties 2️⃣US sanctions Iranian oil 3️⃣US attacks Iran 4️⃣Iran attacks shipping cutting off the flow of oil 5️⃣The US approves the sale of Iranian oil in the US https://t.co/USz8VfvQGc
US suspends Iran oil sanctions for a month, allowing sale of all barrels on water as of March 20. Another band-aid. There are no more than 30 million barrels of Iranian oil in floating storage waiting for buyers, as per ship-tracking...
So under this OFAC licence, the US could (though probably won't) import its first Iranian oil since Jimmy Carter https://t.co/7slkt1bAxs
"Trump just authorized Americans to trade Iranian oil for the first time since Clinton banned Americans from doing so in 1995." @petereharrell
“The Department of the Treasury's Office of Foreign Assets Control (OFAC) is issuing Iran-related General License U, "Authorizing the Delivery and Sale of Crude Oil and Petroleum Products of Iranian-Origin Loaded on Vessels as of March 20, 2026." https://t.co/KaDQIxyNn5
Japan establishes national benchmarks for agrivoltaics as sites expand #energysky -- via pv magazine global: https://t.co/QayxhgqWQJ
What can Canada do to help address the global shortage of oil and gas caused by the war in Iran? #canada🇨🇦 #canada #energy
In 2025, the US imported 246,895,000 barrels of oil from the Persian Gulf, which is about 3%. https://t.co/myiJiErvdR
🔴President Trump talking about Hormuz Strait: “We don’t even need to be there, in that the U.S. has just become the largest producer of energy anywhere in the world.” He also questioned the role of the U.S. in the region: The...
100% Last year I did a Buc-ee's EV tour of the Texas Triangle and it was great. There are 2 Buc-ee's with superchargers on each leg of the interstates between Austin-Houston-Dallas-Austin. Seamless road trip. Now we just need Buc-ee's to expand...
United Airlines planning for oil to reach record $175/barrel, cutting 5% capacity https://t.co/SC3sCiQctU (via TAC/Intel)
In just two weeks, Middle East Oil on Water has collapsed by 175 Million Barrels. "Truly staggering" - @Rory_Johnston (it's his chart). "It’s impossible to overstate the magnitude of this dislocation." 1/3 https://t.co/iYwEtzNH9E
Swift Solar acquires Meyer Burger assets to scale U.S. HJT and perovskite production #energysky -- via pv magazine global: https://t.co/ecMERORz5o
US loans ~45 millions barrels from the Strategic Petroleum Reserve — significantly fewer barrels than the 86 million the government offered as part of the SPR “exchange” first tranche.
Being a power engineer is a high-risk job in Ukraine, as Russia is intent on destroying the electrical grid. It's now about finding new solutions, working on backups, and bravery. https://spectrum.ieee.org/repair-ukraine-power-grid
Most countries' response to "[you] guard and police Hormuz" in the absence of U.S. power because you are the ones "who use it" will presumably be to accommodate and then make deals with Tehran.
Oddly enough, depending on how you measure February/March, the world may have just hit peak oil
🚨Small modular reactor and nuclear fuel startup X-energy is going public via IPO. #energy #nuclear link to @axios’ @ChuckMcCutcheon’s item in next post.
Oil crisis: 'nothing comes close to this', says Qamar Energy CEO https://t.co/tC2I61KQyK via @mattfrei @QamarEnergy
Canada’s electricity system is changing fast. Wind becomes the dominant growth source. Industrial demand leads. EVs surge. Data centres reshape the grid. A deep dive into Canada’s Energy Future with CER chief economist Darren Christie 👇 #cdnpoli https://youtu.be/2h7t7dvwyoU
Vikram Solar’s PowerHive unit launches VION lithium batteries in India #energysky -- via pv magazine global: https://t.co/FNPvbud9UI
The market is currently betting that this whole "Hormuz problem" gets cleaned up in the next 30 days. And I’m looking at the data from my office in Abu Dhabi, and so far it’s heading that way. But if that two-mile-wide...
Oil price and GDP effects of SoH closure for one, two or three quarters. https://t.co/JOzrf3rVQR
Bichler and Nizan’s latest: How the relative earnings of the core oil companies vary with the oil price. Featured in today's Chartbook Top Links: https://t.co/rSQKknEmX7
Vena Energy secures AU$200 million revenue share deal for 204MW battery storage site in Australia #energysky -- via Energy Storage News: https://t.co/ahpMrnPj6C
Oil riskies firmed a lot to the put and today spot up, vol down day https://t.co/yyPo6cUfXq
Independent panel approves gigawatt scale battery three months after local opponents force referral #energysky -- via Renew Economy: https://t.co/0805K7SE5c https://t.co/NmKhZJzXsa
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude rose in further fits and starts as the Iran War stretches into its 4th week and belligerents escalate to attacks on upstream infrastructure that have already wrought durable supply losses. Summary below, link...
Goldbeck secures EPC contract for 722MW PV plant in Poland, Europe’s largest #energysky -- via pv-tech: https://t.co/C7RbpIBFGj
Headlines that the US is thinking about taking Kharg island are pushing up Brent (lhs) and causing stocks to tank (rhs). Taking Kharg doesn't reopen the Strait and could turn into a fiasco. Better to embargo Iranian oil and force...
3w into conflict, gas prices on higher trajectory than in 2022 (Ukraine invasion). WTI 1M/6M spread off peak inversion, so are implied vols for WTI. 2YR inflation expectations on similar trajectory as 2022. LT inflation exp not reacting much...
Iran War Puts Global Energy Markets on the Brink of a Worst-Case Scenario | WIRED Quoted here with the always on point @Rory_Johnston https://t.co/mDCdbWwTqc
Under Biden-era industrial policy, the US was building a domestic battery industry at record pace to supply the growing market for US-built EVs. The GOP axed the policies driving EV demand, making most of those battery plants unnecessary. Now, in...
Is it reasonable to say that a long-term, structural decline in global oil demand would not necessarily translate into lower prices, and could plausibly turn into significantly higher prices in the future?
Michael Cembalest from @JPMorganAM talks on Open Circuit about his Eye on the Market report. One topic we discuss is a $250B Marshall Plan from China that will accelerate electrification efforts around the world. https://t.co/bYsQ3TDtQa
The US is on track to add 86 GW of new power capacity in 2026... 51% of that will come from SOLAR. Energy transition is happening.
Global airlines are preparing for "shortages", i.e. there simply is no jet fuel available. But they are talking about prices as a completely separate matter... Wow... https://t.co/FPxwGrm5c0
Georgia becomes the first U.S. state to declare a fuel tax holiday as gasoline and diesel prices surge in the back of the U.S.-Israel attack on Iran. Georgia will waive for 60 days a 33 ¢ per gallon tax on...
Oil Prices and the Information War Global oil prices have risen surprisingly little given the war between the United States, Israel and Iran has triggered “the largest supply disruption in the history of the global oil market” according to the International...
The final report on the Iberia Peninsula (Spain and Portugal) blackout is out. A lot of people will be blaming renewables and talk about inertia. But the cause was bad voltage control and that's surprisingly easy to fix. Let me explain. https://t.co/d2slhAOHGu
Gasoline supply shortage already hitting here in the U.S.? For context, I took this picture minutes ago. Anyone else seeing this sort of thing?
This is exactly what James Gutman predicted on the latest episode of @EnergyEmpirePod. EVs are selling out in the top 50 emerging markets given the $250B “Marshall Plan” being rolled out by China. https://t.co/75BxCTbmpS
Excited to join @RaviReports on @ForeignPolicy FP Live next week to talk about the energy implications of the crisis in the Gulf. Tune in--Live On March 26, 2026 | 11:00am ET https://t.co/GLSeORmDP9
If you're an oil analyst and you haven't been on at least 7 podcasts this week talking about the Strait of Hormuz and $200 oil what are you even doing w/your career?
The numbers are clear: Middle East oil crisis is already 3x WORSE than the UNREALIZED FEAR in 2022 @Rory_Johnston explains: in April 2022 fear was 3 Million Barrel per day (mb/d) shut in for Russian Crude (DIDN'T HAPPEN). In 2026...
CHINA ALREADY GOT ITS FIRST WIN FROM THE WAR IN IRAN In today's newsletter, I wrote about how the long term trend of countries reducing their oil imports by substituting them with Chinese tech is already accelerating since the start of...
Bessent un-sanctioned Russian oil AFTER WaPo reported Russia was helping Iran targeting US assets the way the US has been helping UKR target Russian assets... ...& yet Wall Street consensus overwhelmingly remains that "Bessent has everything under control." Fade that view, hard
Assuming the USS Boxer is heading to the Middle East, and considering that she only left San Diego two days ago, she won't be near the Persian Gulf until mid-April. If the reinforcements are intended to reopen the Strait of...
