Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Had the opportunity to speak alongside @ExnerPirot and Bob Yawger of Mizuho about the Iran War, the largest energy supply shock in history, and what it all means for Canada on @therundowntvo. Airs tonight on TVO at 8pm ET. https://t.co/XJgEE8PqMA
"Can Offshore Wind Win The Trump Disinformation War?" by Carolyn Fortuna (@c4tuna31) for @CleanTechnica: https://t.co/XYV8TJiu5e
It’s been another rollercoaster day in the oil market with both benchmarks trading in a wide range (CNBC charts below). Between the remarks from officials in Washington DC and those out of Israel — both following the attacks on energy infrastructure...
Affordability is THE key word in energy today. So how do we tackle it? @cleanaircatf has some ideas. Let’s get to work.
OUT NOW - how @Rory_Johnston sees it: Unless the Strait of Hormuz opens soon, $220 oil and a recession is "almost guaranteed." $300+ oil & Global Depression are possible. Apple🔊 https://t.co/hBJ1sBFqgN Spotify📽️ https://t.co/fnf6ENfHbf 1/3 https://t.co/gvV2pR4qXu
Qatar state-owned LNG giant QatarEnergy has published a statement detailing the overnight damage, providing more granularity (particularly around the damage of the GTL plant). https://t.co/MMZHWkvGoQ
Geothermal energy is a rare bright spot in clean tech in the US, and more stories on today’s Green Daily newsletter https://t.co/tFnbmfK7CX
Minnesota LMI community solar reaches 179 MW amid regulatory shifts #energysky -- via pv magazine usa: https://t.co/WFynWhcfpB
Oil could hit $150 a barrel. Not because of speculation. Because one-third of the world's oil supply is now at risk, and there is no substitute for oil in global production. None. Here is what mainstream economists are missing:
US 100-hour battery startup Form Energy’s first overseas deployment ‘set to fill a critical gap in Ireland’s power system’ #energysky -- via Energy Storage News: https://t.co/fSUXWsSHhn
Battery storage projects win 1.8GW in UK capacity market auctions #energysky -- via Energy Storage News: https://t.co/rjIyZjNExR
I just told @BBCNews: Energy crises are fundamentally demand problems, not supply problems. 80% of our energy is fossil fuels, much of it imported, leaving us exposed to price spikes. The only long-term fix: electrify the economy with clean power. https://t.co/1toyJn6PUM
I deleted a previous tweet about the easing of US Russian oil sanctions, as the relaxation already covered petroleum products since March 12. The changes announced today are narrower.
Love someone as much as disgraced oil executive Scott Sheffield loves musing about how oil prices will stay high. https://t.co/FvV8HROEj1 https://t.co/yzPdBxjHjy
EU auditors warn energy community targets outpace reality #energysky -- via pv magazine global: https://t.co/QZqS1XRUDX
“.. The plan .. reflects the administration’s desperation to reduce oil prices, encouraging Iran to sell more oil even while it is at war ..” @nytimes https://t.co/MWCiL3jrqQ https://t.co/wCWv18Be6N
Trump Administration Shuts Down Export Ban Rumors as Trump Moves to Cool Oil Prices https://t.co/yzIMSfps18
Only silver lining to this mess is that it will help accelerate move away from fossil fuels towards solar and energy independence. Once again, China wins.
Follow Dr. @JaneAFlegal if you want extremely well-informed takes from a legit expert on how to lower electricity prices and use datacenters to strengthen the US grid and power system.
‘One day chicken, one day feathers’: why US shale producers are not cheering $100 oil. This and more in the Chartbook Top Links today. https://t.co/cEMRj6MyHl
Amazing. Lithium ion batteries were once good for maybe 1,000-2,000 full discharge cycles. Now we're reaching multi-decade lifespans.
Three things that can help us get better use out of the US grid: 1. Energy storage (allows you to fill up when the grid is underutilized, and avoid hitting the grid when it's stresed). 2. Datacenters. (If done cleverly.) 3. Smart charging...
I must be misunderstanding you. IF you're saying that today's Hormuz supply crisis could be, in part offset had refineries and the oil and gas industry invested more in efficiency. Which is, to be frank, laughable. So I'm assuming you're...
Ethanol mandates are in direct conflict with feeding the world, have no impact on American energy security, and are at best neutral for climate (probably negative). Kill them with fire. Sink them with the Jones Act.
Texas is the clean energy capital of the United States. And a chunk of that is because of their easy permitting, relatively ample transmission, and highly deregulated electricity market. Abundance thinking in energy works.
Following @IEA Member countries' decision to release 400 mln barrels of oil stocks to counter disruptions, initial volumes have already been made available Thank you to countries for their stock contributions & to Canada & Mexico for increased production: https://t.co/CjYXygzQpG https://t.co/sUGUpkuuU0
Important - U.S. admin says it has no plan to enact an oil export restriction
Two technologies that competed for the future of heating and transport. The race is over. In 2025, 19m heat pumps were sold globally. Hydrogen-ready boilers: 237 units. The picture in transport is identical. 21m EVs were sold last year. Hydrogen fuel cell...
Energy insecurity starts here. Fossil fuels are traded through systems where price is influenced not only by supply and demand, but by conflict, sanctions, and speculation. That means households and utilities can face higher costs even when local production remains...
ISRAEL shrugs off criticism of attack on Iran's South Pars gas field - citing deep coordination with the United States: https://t.co/1CMmLeQHgy
Can you even imagine building a data center in the EU with behind-the-meter power when this could happen at any moment?
"Tomorrow marks the official start of Spring and prices at the pump continued to climb by 28 cents since last week. With the Spring equinox ushering in warmer weather and more time on the road, gas prices are trending upward...
“We’d be using the Iranian barrels against the Iranians to keep the price down for the next 10 or 14 days.” Masterful gambit, sir.
COLUMN: Trump has seemingly turned WTI oil into a referendum on his war against Iran: more than $100 👎; less than $100 👍 But WTI isn't what matters for America's Main Street: refined petroleum products do -- and prices are rising...
The next chart shows the major oil shocks, including 1973, 1979, 1990, 2008, and 2022. Some were brief, others were not. 🧵 https://t.co/SHZJOMDkYG
The US and its allies are making a concerted effort to de-escalate the oil/gas war, having witnessed that Iran was willing -- and able -- to climb the escalation ladder very quickly. To be seen whether Tehran plays ball. Whatever the...
For those of you trying to figure out what's going on with the Brent-WTI spread. Let me point out an old gem that helps explain it. - Different delivery date windows - Different contract expiration dates - When things are volatile, individual...
*US WILL NOT IMPLEMENT CRUDE EXPORT BAN: POLITICO ... OK, so how about refined products? I've been saying up 'till now that they're going to be tempted to restrict trade, but that I thought they'd be more likely to restrict refined products...
Lagarde warns Europe’s governments to keep a lid on energy aid https://t.co/SFxAtMDVPq via @CraigStirling @Dan_Hornak https://t.co/ywFE1sXGjw
Iran war looms over global energy summit @CERAWeek it's "been brewing for 47 years," says historian @DanielYergin, whose own career rose alongside energy geopolitics. https://t.co/MsWAVCPXhv via @axios
U.S. comparative inventory rose 3.7 mmb for the week ending March 13 Crude C.I. rose 4.5 mmb, gasoline fell 3.6 mmb and distillate fell 1.7 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/C0YGpBqbqu
@mrmbrown and I talk about whether fuel retailers are price gouging, or is the government the villain here? https://t.co/IeuhUHsjut
Why is everyone assuming CL manipulation and not just occam's razor that asian markets need oil and they cant access landlocked wti as easily and are all bidding up whatever is accessible even if at a significant premium
Fascinating to see where Brent and TTF are trading right now after the last 24 hours of attacks and counter attacks. Brent is up a mere 3%, and TTF is lower than at the peak on Tuesday March 3rd. The...
For the energy-secure US, damaged infrastructure due to the War means higher prices. In some other countries, however, the challenge is twofold: higher costs and worries about genuine supply shortfalls in the months ahead. It’s encouraging a growing number of them to...
Trump-defending reply-guys shifting from "this is fine, Trump said this will wrap quick, stop being a panican" to "idiot, the US is the world's largest oil producer—this was obviously always the plan to flex on China and Europe" Not a great sign re:...
This is hyperbolic bullshit. In 1973-1980 during the Arab oil embargo on the U.S and its allies, the price of crude oil spiked from $3.56 to $39.50. That was a 1000% increase in the price of crude oil. That is...
I do appreciate Trump waiting to send gas prices to the moon until after Hockey travel season ended
The Edison Electric Institute works for utility shareholders, not utility ratepayers. That's why FERC should revive its dormant proceeding about utility trade association dues and ensure that utility shareholders pay for EEI, not the public.
$RIG Daily. Heavily-shorted oil services play still consolidating well in uptrend. Market sorting out Iran issues, but Transocean remains in play for new leg higher https://t.co/EZ3IJqVcHW
