Tiny Data Center Gas Projects Outpace Morocco’s Emissions
"New gas projects linked to just 11 data center campuses around the US have the potential to create more greenhouse gases than the country of Morocco emitted in 2024." -Wired There's a better way. At Firma Power we're chatting that way forward.
Iran War Sparks Massive Commodity Price Surge, Markets Stable
Since the start of the Iran war... Jet Fuel: +60% Sulfur: +53% Urea: +49% Heating Oil: +46% Diesel: +46% Brent Crude Oil: +36% Fertilizer: +35% Gasoline: +35% WTI Crude Oil: +35% European Natural Gas: +33% Palm Oil: +14% Coal: +12% Iron Ore: +8% Rice: +6% S&P 500: +3% $VIX: -4%
GEV's Orders Surge 71% with Margin Boost
$GEV: strong revenues/order momentum continues along with profitability w margins beating by 230 bps. Total orders of $18.3bn were +71% organic y/y - Power orders +10%, Wind orders +85% and Electrification orders +86%.
US Cuts Iran Oil, Delivering Sharp Economic Pain
The best way to deal with a belligerent oil exporter is to cut off its oil exports. The West dropped the ball on Russia in 2022, but the US is now doing this right with Iran. Iran faces severe economic...
US Seeks Warrants to Seize Dozens of Venezuela Oil Tankers
Exclusive: US files for warrants to seize dozens more Venezuela-linked oil tankers, sources say https://t.co/qJcYsHjzVZ
Today's Energy Crisis Fueled by Crowd Speculation, Not Scarcity
FWIW - The most important difference between today's energy crisis and the one from the 70s is the crowd's ability to gamble on it. As energy and food inflation take hold, it is hard not to imagine the meming of commodities. Then...
Solar to Overtake Coal by Early 2030s, Fact‑Check Confirms
FACTCHECK – FALSE: US energy secretary Chris Wright thinks coal will still be world's top source of electricity "when I die". But solar is set to overtake coal in the early 2030s – and wind soon after. https://t.co/ozxG21RD5A
Ethiopia's Finance Minister Discusses Mini‑Grid and Clean‑Energy Partnerships
It was a pleasure meeting with @Ahmed_shide1, Ethiopia's Minister of Finance @MoF_Ethiopia. We discussed @SEforALLorg's support to #Ethiopia's #COP32 Presidency as well as partnerships to accelerate mini grids development and regional trade of #cleanenergy technologies. https://t.co/6YB9CtPHkV
German Public Truck Charging Gets Cheaper, More Competitive
Truck charging in public becoming more competitive even in Germany 🇩🇪 ⚡️⚡️⚡️🪩🪩🪩 Prices 📉 #alwaysbecharging #elektrotrucker https://t.co/qezy70DVTh
Oil Rises While Volatility Soars, Market Stays Skeptical
Crude oil futures #CL=F and volatility #OVX have been diverging the past 48 hours as Oil recovered from $80 to $90. OVX has kept climbing to 76 (+10%). Market isn't buying the calm.
Solar's 2025 Surge Outpaces Gas, Dismantles LNG Chokepoint
Solar isn't just growing. The scale of its 2025 surge is completely bonkers >We added enough new solar last year to displace every single unit of gas power generated by 100% of LNG exports through the Strait of Hormuz >So just 1...
Europe Must Cut Fossil Demand, Not Chase New Suppliers
NEW ANALYSIS: My new article in @NatureEnergyJnl argues Europe keeps responding to energy crises by changing supplier. 95% of EU oil and 88% of gas was imported in 2024. The structural fix: reduce fossil fuel demand through electrification + efficiency. https://t.co/vA5UUg9a5z https://t.co/MNqLOFQREr
Qatar Readies US LNG Plant for First Exports
Qatar is preparing to begin exports from its LNG plant in the US 🇶🇦🤝🇺🇸 An empty tanker docked at the Golden Pass facility in Texas this week. The plant is partially owned by QatarEnergy -- its only overseas LNG facility Exports from Qatar...
Policy, Not Technology, Limits Industrial Electrification Potential
NEW RESEARCH: Up to 90% of industrial energy demand could be electrified with existing & emerging tech. Under high-ambition policy, 51% by 2050 is achievable. 84% under the most enabling assumptions. The technologies exist. The key constraint is policy. https://t.co/eorr67N5hc https://t.co/KjtKeKGc0g
Clean Power Meets All New Demand, Fossils Decline
For the first time in history, clean power met every single unit of new global demand. Fossil generation didn't just plateau, it fell by 38 TWh, even as the global economy grew by 3.2%. No recession needed to kill the...
China, Russia Offer Discounted Gas, Bypass USD, Challenge Qatar
China and Russia building new natural gas pipelines to replace Nordstream. Asian countries being courted to buy natural gas at 40% discount to market rates. Won’t be priced in USD. Permanent shift from Qatar which will take years and billions...
Ceasefire's TACO Shock Highlights Hormuz's Market Impact
A real ceasefire would be a true TACO moment, writes @TheMichaelEvery A Suez-scale shock. Energy might dip short term, but who controls Hormuz matters more. Markets aren’t priced for either outcome. #Oil #Geopolitics #Hormuz
Blockade Debate Is Theater, Aiding Iran's Oil Disruption
The blockade debate is theater. It's not working & actually helps Iran's goal to disrupt oil flows. For the U.S., the blockade saves face. Iran wants to expose the truth. The blockade itself isn’t issue—it’s the optics.
Free Midday Power Balances Excess Solar Generation
Free midday electricity key to drive consumer demand to match excess PV generation #energysky -- via pv magazine global: https://t.co/KDfJOzwSb5
US Seizure Signals Broken Order, Looming Global Conflict
The US seizing an Iranian tanker near Sri Lanka is a precedent @MarioNawfal But we’re past “precedents.” The old order is broken. Some kind of world war is developing. That's terrifying but let's start looking at what's happening with ruthless honesty. #Geopolitics #Shipping...
Jones Act Suspension Boosts Tanker Fleet 70%, Cuts Costs
"Since [the Jones Act suspension], 40 tankers have been able to deliver oil between US ports from California to Texas to Florida and Alaska, increasing the de facto fleet by 70% and helping to reduce costs as a result, according...
Rising Energy Storage Patent Battles Prompt Developer Preparedness
Patent disputes in ESS are on the rise: Here’s how developers can prepare #energysky -- via Energy Storage News: https://t.co/ywjwrrl9Ht
Oil Has 22% Chance to Hit $130 by June
JUST IN: Oil has a 22% probability of reaching $130 by the end of June.
Hormuz Closure Triggers Battery Material Shortage
The Hormuz Closure Is Driving a Shortage of Battery Ingredients #energysky -- via Heatmap News https://t.co/qbM9aqdKdm https://t.co/1qVldYbwTl
Pacific Nations Struggle as Global Fuel Crisis Hits Families
JUST IN: Pacific nations are battling a global fuel crisis, with governments scrambling for energy and families hit by restrictions and rising costs for food and healthcare.
ILOS Raises $530M to Expand European Solar and Storage
ILOS secures US$530 million facility to scale European solar PV and BESS pipeline #energysky -- via pv-tech: https://t.co/58PpaBIuUp
Halliburton Sees Early US Oil Recovery, Just Beginning
JUST IN: Halliburton spots initial recovery in the US oil sector, declaring it's just beginning.
Global Offshore Wind Surges as US Pulls Back
The world is embracing offshore wind — even as the US retreats #energysky -- via Canary Media: https://t.co/pvWoixxNpn
Clean Energy Deployment Hits $200B Monthly, Set to Double
At the @Bloomberg NEF conference they are measuring $200B a month of clean energy deployment. That number will likely double by the end of the year. Most reliable way for countries to fill the gap from the loss of Oil...
Mova Launches Integrated Plug‑in Solar‑storage System
Mova unveils all-in-one plug-in solar and storage solutions #energysky -- via pv magazine global: https://t.co/qubnhUum8G
War's Energy Surge Signals Higher Prices Ahead
No matter how long you expect the war to last, the chart below doesn’t look like the end of a move. If anything, the setup still appears quite explosive. This marks the beginning of a new regime of structurally higher energy prices,...
Energy Crisis Will Scar Oil Analyst Charts Forever
It’s important to remember the lasting damage this crisis is going to do to oil market analyst charts. https://t.co/P1anQ3KIgM
China's Oil Wells at Risk Without Immediate Iranian Flow
Iran is without revenues, but way more important is that the oilwells that China relies on might be permanently damaged if oilflows does not start again within a short time
Whyalla Steelworks Needs Sustainable Solution Beyond Gas
Whyalla steelworks needs long-term viability. It won’t find it with gas #energysky -- via Renew Economy: https://t.co/0MajhpEYYE https://t.co/8wuRq4Fmn7
China’s Record Oil Stockpiles Signal Hidden Market Insight
China's oil inventories are at record high.. What do the Chinese know that we don't? Daily Energy Report Link: https://t.co/yJIG1S9GHe
War Drives Oil and Rates, Not Stocks, Heatmap Shows
This heatmap shows vol-adjusted moves 25FEB26 (pre-war) to yesterday's close. Matches today's short-term price action. Oil and rates are the war trades... FX kinda... Stocks not at all. https://t.co/NHgKcH2x8z
UN Calls for Global Platform to Align Energy Transition
The UN wants a global platform to align fossil fuel transition, energy security, and climate investment. https://www.metalnomist.com/2026/04/fossil-fuel-transition-platform-gains.html
Energy Secretary’s View Highlights Overlooked Global Demand Issue
He'll probably be wrong in this prediction, but I have more sympathy for where the Energy Secretary is coming from (than most of the folks eager to dunk on him). Gets at a substantive issue that otherwise goes missing in...
Sterling & Wilson Launch 875MW Rajasthan Solar Project
Sterling and Wilson to build 875MW solar project in Rajasthan #energysky -- via pv-tech: https://t.co/GDZUzNL1Wo
Sodium Batteries Breakthrough Amid Lithium Price Volatility
Volatile lithium prices and advances in technology mean sodium batteries are finally making a decisive breakthrough https://t.co/IRqZeUwuGz
Oil Surge Makes 2026 Fed Rate Cuts Unlikely
WTI back at $88, with the Strait closed again, means the Fed's path just got harder. Energy feeds into CPI with a lag, so every week oil stays elevated, and every dollar above $80 is another month of sticky inflation prints....
Vertical Bifacial PV Beats Tilted Systems in UK
Vertical bifacial PV outperforms tilted PV systems in the UK #energysky -- via pv magazine global: https://t.co/L6DFEo1iJ1
Efficiency Standards Boost Affordability and Grid Reliability
Appliance Efficiency Standards: A Proven Tool for Affordability and Grid Reliability #energysky -- via RMI https://t.co/kNBlp5mNwK
Energy Stocks Offer Opportunities Amid Middle East Uncertainty
No one knows how the Middle East plays out. But energy setups are there if you’re looking. $CRC $VG $EQNR $APA $XLE https://t.co/yXaphla7Kt
Trump Claims Blockade Success Despite Dozens of Bypasses
“The blockade has been a tremendous success,” Trump said. At least 34 tankers with links to Iran have bypassed the US blockade since it began, according to the cargo tracking group Vortexa. https://t.co/6DjDLHXXh9
Kallas Pushes Free Hormuz Passage, Hints Toll
Kallas is arguing for free passage through Hormuz. Sounds like someone is brewing on building a tollbooth
Brent Surpasses $100 as VP Vance Cancels Islamabad Trip
Brent oil is back above $100 after US Vice President JD Vance called off his Islamabad trip. This follows Iran’s refusal to join talks there to negotiate an end to the War or, at the minimum, extend the ceasefire, which is...
Prefer Predictable Daytime Data over Volatile Weekend Announcements
I personally prefer regular monthly market data updates during regular business hours over sporadic and capricious evening/weekend announcements that can move the price of the world's largest commodity market by 10% or more. So, if we could get back to that...
Brent Crude Surges Past $100 Mark Again
*VANCE CALLED OFF TRIP TO PAKISTAN: AP And just like that Brent breaks back above the magic $100 treshold https://t.co/6zbrIXzw1c
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