Fossil Gas and Oil Power 2025 Emissions Surge
Fossil gas and oil were the two key drivers of global energy-related emissions growth in 2025, according to the IEA's latest report. Another reminder that we urgently need to get rid of these fuels because their use kills our life support systems in the atmosphere https://www.iea.org/reports/global-energy-review-2026/co2-emissions
Hybrid Street Lights Power Rural China with Wind, Solar
Hybrid Street Lights: How Wind and Solar Are Powering Rural China by @XueJia24682 #Innovation #Sustainability #CleanEnergy #Technology https://t.co/4nI8jteca0
Prediction Market Gives 35% Chance Hormuz Traffic Normal by May 15
Since energy and capital markets are growing increasingly complacent on US-Iran headlines, have to look to more direct prediction markets to get actual takes on progress. Kalshi's market for traffic in the Strait of Hormuz to return to normal by May...
Energy Remains Structurally Under‑Owned in S&P 500
S&P 500 Energy as a share of the total S&P 500. Energy is still structurally under-owned https://t.co/d3AFCGEo9G
Iran's Oil Stockpile Bypasses US Blockade, Sales to China Persist
My take w/ @WallStBullion on the US blockade of the Strait of Hormuz: "Iran has ~180m barrels of oil floating outside the Strait. Even with the US blockade, revenue from oil sales will keep flowing into Iran. Iran will be able...
Four New Synchronous Condensers Boost State Grid
“1,000 tonnes of spinning metal:” Network inks deal to add four syncons to state grid #energysky -- via Renew Economy: https://t.co/sWQ456veP4 https://t.co/Y6NY82NzHY
Congo's Hidden Cost Fuels Clean Energy's Dirty Secret
Clean energy has a dirty secret buried deep in the Congo. Here, The Elements of Power author Nicolas Niarchos @apostcardfromthevolcano pulls the supply chain apart link by link. Notes https://jordanharbinger.com/1315 Apple https://buff.ly/VwoPcHI Spotify https://buff.ly/FjWbpZJ Overcast https://buff.ly/VLlkVWW
Broken Support May Flip to Strong Resistance
Broken support becomes resistance? $CL_F $USO After buyers defended the AVWAP from the beginning of the war, that anchor failed abruptly with the gap lower last Thursday. Now the prior support is being tested and it has the potential to...
U.S. Navy Boards Sanctioned Oil Tanker Safely in Indian Ocean
U.S. forces board a sanctioned oil tanker 'without incident' in the Indian Ocean Map form @Kpler https://t.co/jqhC9bZpvJ
Solar Supplies 75% of New Power Demand in 2025
Global solar generation met three-quarters of new power demand in 2025 — Ember #energysky -- via pv-tech: https://t.co/bG42GJOln8
Energy Stocks Poised for 10x Gains, Ignored
I sat down with @JosefSchachter, one of Canada's most respected energy analysts with 45+ years in the market. Crypto can be interesting, but energy stocks can easily do a 10-20x themselves. He told me energy stocks are about to 10x, and most...
China May Follow Iraq Model for Gulf Deals
Wait for things to shake out and then make deals with Gulf states on the other side, leveraging its own offerings? Iraq, where China is a dominant player in the upstream, maybe an instructive precedent for China ...
Ex‑Greens Minister Quits After Achieving 100% Renewables
“Green gold:” Former Greens energy minister who delivered 100 pct renewables calls time on political career #energysky -- via Renew Economy: https://t.co/wdRPQuMJ9e https://t.co/xqt5CmOe7I
Electro‑thermal Storage Surges to $2.5 Bn Industry
Electro-thermal storage is on a roll 🔥 My take for @Reuters: Five years ago: a handful of pilots. Today: a $2.51bn industry with dozens of companies across multiple use cases. https://t.co/ZAFC3nyvfV
Oil Prices Set to Surge After Gulf Shipments End
My take w/ @WallStBullion on why OIL is about to SPIKE: "By the end of April, all pre-war Gulf oil shipments will be delivered. Then, oil prices will spike again. Soon, the paper market will be mugged by reality & converge.” STAY LONG...
DIY Hydrogen Production Using Recycled Solar Panels
How to generate hydrogen at home with recycled solar panels #energysky -- via pv magazine global: https://t.co/d7aGltojRx
UK’s Gas‑electricity Price Split: Incremental, Not Revolutionary
NEW: How is the UK govt aiming to "break the link between gas and electricity prices" – and will it work? While headlines “suggest a decisive shift", says Aurora's Marc Hedin, "the reality is more incremental” + comments from UKERC, Regen & more https://t.co/Vkf5BCYFW9...
Iran's Hormuz Threat Lacks Leverage without Clear Economic Damage
If Iran wants its future threats to re-close the Strait of Hormuz to be seen as serious leverage vs a future US administration, it's going to be tricky for Tehran to reopen the Strait before we see more acute—and truly...
Market Discounts Unseen Risks, Not Just Trump Talk
The market will discount whatever it can't see today @Flexbitcoin I wish it was Trump numb but last week's crude price swoon on nothing but Trump BS argues it's not.
IREN Should Remain Power Landlord, Not Neocloud
Lot's of people harping on $IREN because of this, and it's fair. In my report on neoclouds/power landlords, you can argue $IREN should just be a power landlord, not try and be a neocloud. https://t.co/ZqN97xWAFI
Diverse Storage Tech Thwarts China's Supply Chain Dominance
The sheer range of technologies for long duration storage could make it hard for China to dominate the supply chain. https://t.co/91YChhaEzP
WTI May Futures Expire; Prompt Spread Squeezed
WTI May futures contract expiring today. Prompt time spread getting squeezed this morning into expiry. https://t.co/ngZp1l2e18
Markets Expect Peace, Yet Escalation Threatens Energy Crisis
The markets have decided peace will be the outcome in the Middle East, writes @TheMichaelEvery But markets will be wrong The options are really limited IMO A fragile pause before escalation or escalation. But escalation has many faces. None averts an energy disaster. #OilMarkets...
1500km EV Battery Charges in Six Minutes, Ends Range Anxiety
You can now drive an EV from London to Barcelona on a single charge. Think about that: CATL just unveiled a battery with a 1,500km range that charges in 6 minutes That's: >Faster than a coffee break >Longer than almost any petrol tank >The...
Lithium Shortage Threatens 100% Renewable Energy Goal
Does the world have enough lithium to power all the electric vehicles and stationary batteries needed to transition the world to 100% clean, renewable energy and storage for everything? More info https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-lithium.pdf https://web.stanford.edu/group/efmh/jacobson/WWSStillNMN/StillNMN.html Video: https://www.youtube.com/watch?v=XKBTnj1nTWo
Caelux and Tandem PV Advance US Perovskite Modules
Caelux, Tandem PV announce progress on US perovskite solar modules #energysky -- via pv-tech: https://t.co/7inV1W4WKy
Meta Orders 100 GWh Ultra‑long Duration Storage From Noon Energy
Meta calls on Noon Energy for 100 GWh of ultra-long duration energy storage #energysky -- via Solar Power World: https://t.co/rINxRmI3bM
Global Energy Sites Hit: Coincidence or Coordinated Attack?
🚨 Conspiracy OR Coincidence 🚨 - Russia: Ukrainian drone strikes on refineries. - India: Boiler explosion at Vedanta power plant. - Mexico: Dos Bocas/Olmeca refinery fire. - Australia: Viva Energy Geelong refinery fire. - Romania: CET Vest transformer/oil explosion. - Texas: Valero Port Arthur heater malfunction...
US Must Ban Crude Exports by July Amid Storage Crisis
U.S. will have to ban crude & product exports before July, writes @HFI_Research Storage will be at operational limits by then—regardless of Hormuz Demand destruction of 11–13 mb/d is coming. The market won’t rebalance at $95. https://t.co/7pITLtH3tR #OilMarkets #EnergyCrisis #DemandDestruction #CrudeOil #Geopolitics
War in Iran Spurs Surge in Green Investment
Is the Iran war accelerating the clean energy transition? Where are green investors putting their money? Bloomberg journalists answer your questions in a Live Q&A on April 22 at 10:30 a.m. EDT. Join the conversation: https://t.co/JOM34HDIhU https://t.co/6CyE8T6Knn
Omani Firm to Construct 500 MW Solar Project in Botswana
Omani company to build 500 MW of solar in Botswana #energysky -- via pv magazine global: https://t.co/u1CIx7eXK4
Cancel Summer Vacations to Force European Grid Investment
How do you get 27 European countries to finally invest in their grid and unleash their clean energy innovation? Cancel their summer vacations. James Gutman joined @EnergyEmpirePod to talk about the Iran War and why financial markets and physical reality have...
Tenaska and TVA Approve 225 MW Tennessee Battery Project
Tenaska, TVA sign agreement for 225 MW battery project in Tennessee #energysky -- via pv magazine usa: https://t.co/7snzF3bT1R
Cybertruck Joins California Residential V2X Program, $4,500 Incentives
EVwire brief: Tesla and PG&E have enabled the Cybertruck to participate in a residential Vehicle-to-Everything (V2X) program in California. ...with incentives of up to $4,500. Details: https://t.co/bvhXnPt1MI.
Trump’s Leverage Hinges on Optimistic Oil Market Assumptions
Current market pricing makes Trump feel like he's got breathing room to push for a better deal with Iran on his terms. But, of course, current market pricing assumes a speedy resolution of the war and reopening of Hormuz. https://t.co/se1cGNIDcn
Spring Solar Inspections Crucial for Summer Production
7 Solar Maintenance Tips for Peak Summer Production Why spring solar inspections make or break your summer #energysky -- via Solar Power World: https://t.co/udZVQksGxa
Hormuz Status Highlights Broken Global Energy System
Is Hormuz open or closed? Neither. It's a BROKEN global energy system You can get through the strait, but not reliably, not safely, and not at scale. The disruption is structural not temporary You can reopen a strait. Not a system. 👇 https://t.co/EMhvtItEos #Hormuz #OilMarkets #Shipping...
PG&E Integrates Tesla Cybertrucks Into Bidirectional EV Program
PG&E adds Tesla Cybertrucks to bidirectional EV program #energysky -- via Solar Power World: https://t.co/ca2qIXecdF
BESS Developers Push “Bring Your Own Capacity” Model
US ROUNDUP: BESS developers highlight ‘bring your own capacity’ model in data centre announcements #energysky -- via Energy Storage News: https://t.co/H7GMic7Ygf
China Leverages Oil Diplomacy Amid US‑Philippines War Games
China Flexes Energy Leverage As the Philippines, US Start Annual War Games. Is China playing an oil diplomacy game to counter the US war that created the oil and related situation? Chess vs checkers? https://t.co/zqFYY2DzW4
Early Demand‑destruction Estimates Underestimate Global Barrel Shifts
I still personally struggle with these early demand destruction estimates. In many cases, a demanded barrel couldn’t be had at any price given acute initial shortages—presumably those who would still consume at higher prices will bid for other seaborne barrels, spreading...
Italy's Soaring Power Costs Expose Stubborn Gas Dependence
Italy rising power costs reveal gas reliance that’s hard to diversify https://t.co/gkD72hDglF via @Al_Brambilla https://t.co/lgz9odh4et
US‑Canada Crude Surplus Could Drive Prices Toward $40
Lower Prices May Be Top Cure for US+Canada Surplus The recent WTI crude oil surge may add fuel to an incomplete low-price-cure cycle toward $40 a barrel. My graphic highlights a key reason why: the growing surplus in US and Canadian...
Schrödinger's Strait: Is the Hormuz Passage Open or Closed?
Schrödinger's Strait: Is It Open or Closed | Week 7 Strait of Hormuz Recap (April 12 to 19) 🚨This video was filmed prior to the US seizure of Touska on April 19🚨 https://t.co/S1MyLGxu6t
Five Signs Oil Capex Upcycle Nears 2000s Boom
JUST IN: Five factors indicate an oil capex upcycle is approaching and may match the 2000s boom.
War Cuts 1bn Barrels, Threatening Recession if Hormuz Stays Closed
Oil market has experienced a loss of 1 billion barrels due to war, says Trafigura’s Rahim. Oil markets are one month away from tank bottoms AND a recession is possible if the Strait of Hormuz remains closed for three more months,...
Blockade Cuts Iran's Oil Revenue, Offers Sanction Lessons
The blockade is a success. It's crimping Iran's oil revenues materially while barely pushing up oil prices. There's an big lesson here. Had we done this to Russia, it wouldn't still be causing mayhem in Ukraine. Lots of lessons to...
Early US Shale Shift Drove Profitable International Expansion
This is important. The shift to international market after realizing the seismic shift in US shale early paid off.
De‑escalation, Not Manipulation, Drives Falling Oil Prices
This shock hasn't worked out the way alarmists made it out to be. De-escalation has meant oil futures (orange) have fallen and have pulled down the physical oil price (white) with them. This isn't manipulation or a sign of a...
Ukraine Drone Strikes Force Russia to Cut April Oil Output
April 21 (Reuters) - Russia was forced to reduce oil output in April due to Ukrainian drone attacks on ports and refineries, as well as a halt to crude supplies via the only remaining Russian oil pipeline to Europe, according...