SF Funds Child‑care Centers to Ditch Gas
San Francisco helps home child care centers wean off gas #energysky -- via Canary Media: https://t.co/B21gEk9Oqy
Permitting Delays Keep Coal Alive Despite Abundant Gas
Indeed, considering we are burning off natgas at the same time. Coal plants are easy to convert to natgas + we are swimming in it. The only reason that coal is an answer for energy is that our slow permitting processes...
EnBW and Noveria Push Forward Germany BESS Projects
EnBW and Noveria advance construction on 1- and 4-hour BESS projects in Germany #energysky -- via Energy Storage News: https://t.co/SCw9rta1gY
2026 Oil Bull Market: A Long Shot From the Start
It’s really hard to overstate just how much of a long shot an oil bull market in 2026 was heading into the year. And, yet
China's PV Exports Soar, Speeding Fossil Fuel Phase‑out
“Solar surge:” China smashes PV export records as energy crisis fast-tracks fossil fuel exodus #energysky -- via Renew Economy: https://t.co/HLsTGPenfA https://t.co/LqXD9M3CV5
China's Clean Energy Lead Becomes US Security Threat
Was just reading this amazing @RiponSociety piece from @jharrell on US clean energy strategy. The core diagnosis — China has a decade head start on clean energy manufacturing and now we have a national security issue. 1/🧵
BC Gas Prices Free of Carbon Tax, Impact Minimal
There is no carbon tax imposed at the pump in BC right now. The impact of the industrial carbon tax on fuel prices is tiny compared to the impact of the removal of consumer prices, so the total tax impact...
Solid‑state EV Batteries Promise 80% Charge in 7.5 Minutes
JUST IN: A Chinese company just recharged an EV from 0 to 80% in 7.5 minutes. Most people have no idea what this means. Greater Bay Technology just rolled its first all-solid-state EV battery cells off a production line. These cells hit 260-500...
Flow Batteries Promise LDES, Yet Industry Faces Mixed Results
Flow batteries hold potential for LDES but industry shows mixed fortunes so far #energysky -- via Energy Storage News: https://t.co/V1R1sVBgQ6
Pisgah Energy Adds Solar to Six NC Airport Buildings
Pisgah Energy installs solar on 6 buildings at North Carolina airport #energysky -- via Solar Power World: https://t.co/2bgnI21iQk
Tesla Launches In‑house Solar Panels, Aims 100 GWh/Year
This flew under the radar on the earnings but Tesla said on Tesla Solar: “We began meaningful customer deployments of Tesla’s first in-house designed solar panel produced at Giga New York” That's a start of a 100 GWh/year business there. Not...
Gas Prices Now About $0.50 Higher Than Under Biden
Since it seems to come up here a lot, the average price of gas under Biden was $3.55 a gallon, according to Grok https://t.co/oTBSuRDu7E That's about 50 cents less than we are paying now.
Data Centers Turn to Self‑Power Amid Utility Delays
"As data center developers face long waits for connections to traditional utilities, and amid mounting... resistance to the possibility of higher energy bills, making their own power is becoming an increasingly popular option" Max power, min accountability https://t.co/XZBADSC8dE
Solar Supporters Often Block Nearby Renewable Projects
The solar support gap: Why do pro-solar citizens reject local projects? #energysky -- via pv magazine global: https://t.co/GsriEpFny7
Dallas Fed Survey Shows Low Confidence in Quick SoH
. @DallasFed energy survey update is out and respondents aren't betting the ranch on a quick resolution of the SoH situation. Source: https://t.co/GgBMaWPY6g https://t.co/cgZXdCutmv
NextEra Energy Sets Record 4 GW Renewable‑Storage Backlog
NextEra Energy adds record 4 GW of renewables and storage backlog in Q1 #energysky -- via pv magazine usa: https://t.co/hdTjSmFc6V
Admin Claims New Iran Terror Premium in Oil Prices
From the @DallasFed special edition of its energy survey: “… The administration’s comment about an “Iran terror premium” existing for decades with oil pricing is laughable. But now the administration has created one where it did not exist before…” — anonymous...
White House May Extend Jones Act Waiver 90 Days
90 days? As in 3 more months? Surely they can't expect the Hormuz crisis to last until July... right?
World Chooses Renewables: Solar Panels Double, Batteries Surge 44%
Solar energy is booming in response to the energy crisis. Data shows battery exports from China are up 44% and Chinese exported solar panels reached 31.7 GW from 16.6 GW a month prior. It is said that people vote their true...
Holding Energy Exposure Yields New Cycle Highs
Unlike some, we didn't sell our Energy Exposures - new Cycle Highs for us in $OIH terms https://t.co/Ita9wyMzJx
Oil Output Doubled Since 2008; China Dominates Reserves
Very interesting. This does not mean Brent should be priced in the $200s today. In 2008 US oil production was around 5 million bpd. Today is around 13 million bpd. China’s oil stocks are higher than everyone else’s put together. But...
Brent Flat; Gasoline and Diesel Cracks Surge 20%
“Brent moved just 3 dollars. Gasoline and diesel cracks widened roughly 18 and 22 % over the same week’s window.”
Three REP Rounds Lock in ≤4c/kWh Electricity
Dear Premier @ABDanielleSmith, the three REP rounds all let contracts with average costs of electricity at or below 4c/kWh. https://t.co/d95ub8MxVo
Ammonia Shortage Threatens Global Food Security, Requires Gas Infrastructure
The same folks that are screaming about a food crisis were part of the same groups that screamed about banning fossil fuels - without realizing that ammonia comes from natural gas and America is literally downing in it (often burning...
Exported Overcapacity Fuels Tech Adoption in Energy‑starved Nations
You will see all of that “overcapacity” exported to countries hurting from an energy shortage. Once they learn how to do it they will keep deploying these technologies.
China Seeks Oil Edge via Hormuz Amid Global Supply Strains
Strait of Hormuz. Oil. China vs others. Are they in a position to gain an edge with needy countries? Then what with trade supply chains?
Rail‑shipped Petroleum up 9%, Foreshadowing Export Surge
Just getting started. Petroleum products via rail jumped 9% MoM. Rail is upstream to exports, meaning that we should see the export number increase in coming weeks. https://t.co/XMD4ZYt0CO
Gasoline ETF Signals Explosive Bull Flag After 3.5‑Year Breakout
$UGA Weekly. Gasoline (here, ETF for rolling prices at the pump nationwide) looks to be leading crude upside. Explosive high/tight bull flag on weekly coming out of 3.5 year base breakout cc @DonMiami3 https://t.co/O8ipAix7Xe
Markets Price Some Risk, Await Future Oil Shock
Markets aren’t ignoring risk. They’ve already priced ~$30 of it. Inventories say $70. Spot says $99. Markets are saying: “that’s enough—for now.” Tomorrow’s price discovery can change everything—up or down. #OilMarkets #Brent #EnergyCrisis https://t.co/wY2VzEqA6l
Analysts Claim Oil Under‑priced Even with $30 Risk Premium
Why do analysts say that oil is under-priced? $99 Q1 Brent spot priced a $30 risk premium Isn't 40% enough? #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/Yr4EiwJgjj
China's Potential Oil Buying Strike Mirrors Missing Supply
Has anyone thought about the possibility that China is on a full buyers strike in oil markets? That would remove (at least in oil barrels) almost the same barrels that we are currently missing
1950s View: Coal, Oil, Nuclear Shaping Energy Transition
Coal, oil, nuclear and energy transitions - perspective from the mid-1950s. Extract from "ECE the First Ten Years" published by the United Nations Economic Commission for Europe (ECE) in 1957: https://t.co/xjjuqV0Lsa
AI Power Buildout Becomes Reality with Massive Backlog
AI-Power Deep Dive — April 23, 2026. GE Vernova just told the Street its gas turbine backlog jumped from 83 GW to 100 GW in ONE quarter. Customers are now booking 2030 delivery slots. NextEra today disclosed 12 GW in advanced-stage...
40% Expect Strait of Hormuz Traffic Normalization After November
40% of oil and gas firms in the @DallasFed survey expect it'll be November or later before Strait of Hormuz traffic returns to normal. https://t.co/aNqqqDpuML
Why Dale Vince’s Heat Pump Claims Are Wrong
There are literally 10s of thousands of reasons why Dale Vince is wrong about heat pumps and energy bills https://t.co/KR3JUI0Ujl https://t.co/O9qAbcNLk9
Read The Prize to Decode Global Energy Markets
If you are trying to understand what is happening in global energy markets I highly recommend “The prize” by @DanielYergin Literally one of my top ten books ever.
Interviewing T1 Energy CEO on Texas Renewable Boom
Looking forward to this event. I'll be interviewing T1 Energy CEO Daniel Barcelo about the Texas renewables boom. #energy #solar
U.S. Pioneered Solar, Policy Lapses Ceded Lead to China
Just to set the history right. USA went for solar before China did. Jimmy Carter installed them on the White House in 1979. USA led the technological and commercial landscape until the mid 80s but because of lack or state...
Mild Winter Averted Gas Price Spike Amid Hormuz Closure
Northern hemisphere’s mild winter averted worse gas crisis Global gas prices would have surged much higher as a result of the closure of the Strait of Hormuz if last winter had not been among the warmest on record across the northern...
Taiwan's Energy Shortage Threatens Global AI Supply
Powering the Silicon Shield – Taiwan’s Looming Energy Crisis and the Fate of AI https://t.co/zPfdZlBan8
Andurand's 52% April Loss Highlights Ceasefire Risk
*ANDURAND LOST 52% IN APRIL FIRST HALF AS CEASEFIRE HURT OIL BET Are people paying 20% performance for Pierre Andurand to be max levered long oil always? It seems like it
Clean Energy Future Depends on Near‑Term Decisions
"The data does not tell us that a transition to cleaner energy is impossible. It tells us that it is not yet inevitable – and that the difference between those two outcomes will be determined by decisions made in the...
Low Crude Prices Persist Amid Historic Supply Shock
🚨 NEW POST 🚨 𝗦𝗮𝗻𝗴𝘂𝗶𝗻𝗲 𝗦𝘁𝗿𝗮𝗶𝘁 𝗦𝘁𝗼𝗽𝗽𝗮𝗴𝗲 Making sense of relatively low crude prices through nearly two months of the largest oil supply shock in history https://t.co/1E2OX8hn8t
Oil Prices Reflect Cash Bets, Not Absolute Value
Oil prices are NOT too low @RKelanic Front-month Brent is for late June contracts. It’s neither right nor wrong It’s what people are willing to bet real cash $103 price includes a 20% price urgency risk premium Think about how YOU would price a...
Nuclear Stocks Rally on SMR, Enrichment Gains
Nuclear – Daily Gainers & Losers (04/22/26) Nuclear names ripped higher as SMR developers and enrichment plays surged, while large defense contractors and diversified utilities saw mild profit‑taking. – Eagle Nuclear Energy (NUCL) jumped 17.55% to $12.46, extending its post‑SPAC momentum after...
US Gas Plant Costs Surge 66% Amid Rising Demand
Costs to build natural gas-fired power plants in the US increased 66% between 2023 and 2025 as developers propose building more projects nationwide to meet rising electricity demand. https://t.co/dO5y2ajRdJ
Oil Futures Backwardation Usually Not Bullish
New free article: Backwardation in Oil Futures is Not Generally Bullish #CL_F Link in reply below. 👇 https://t.co/NTU7sp9zR6
Rising Fossil Fuel Prices Boost Clean Energy Push
Soaring oil and gas prices are helping to bolster the argument that the world needs to accelerate its move to clean energy sources https://t.co/HivJRoJBib
Europe Faces Freedom‑energy Trade‑off; Italy Picks Energy
Europe has put itself in a pickle where it has to choose between freedom and energy. Italy is choosing energy. https://t.co/g4zp4ZGexS
Drone Strike Sparks Oil Fire, Toxic Rain in Tuapse
Polluted rain fell on Russia’s Black Sea city of Tuapse as authorities struggle to extinguish a blaze at local oil facilities following a drone attack, highlighting the environmental effects from the war in Ukraine. https://t.co/ldgFZWUPNF