Dutch Activists Sue Shell, Demand Immediate Halt to New Projects
JUST IN: Dutch climate activists filed a lawsuit against Shell in the Netherlands, demanding the British energy major halt all investments in new oil and gas projects immediately.
China Deploys Floating and Mountain Solar to Save Farmland
China Builds Solar Farms on Water and Mountains, Preserving Land for Agriculture by @MarchUnofficial #Sustainability #RenewableEnergy #CleanEnergy https://t.co/kGopgtj4qa
Whale Bets $5.6M on Oil Drop Before Trump Speech
🚨 WHALE BET AGAINST OIL 🚨 A whale just opened a $5.6M OIL SHORT ahead of Trump’s speech today This isn’t random… Does he know something we don’t? https://t.co/1gzLAufWll
Jet Fuel Shortage Looming; Save for Summer Flights
Even if the Iran ceasefire holds, the world already has a months-long jet fuel shortage baked in. So, start saving for those summer vacation flights. Full Newsletter: https://t.co/RZBrtJ5Ufo #iranwar #jetfuel #geopolitics https://t.co/WaIwrgDGKI
Energy Stocks Outshone Tech During COVID Lows
hindsight investing is easy... at the March 23rd, 2020 #COVID lows, tell me you thought it was so obvious that energy stocks $XLE would trounce technology $XLK stocks... so little attention is ever paid to the former... https://t.co/xVeusSNlCo
Russian Oil to India Near Record Levels Despite Sanctions Waiver
MOSCOW, April 21 (Reuters) - Russian oil sales to India are set to remain near record highs in April and May following a new U.S. sanctions waiver, and refiners have already secured much of their supply needs via non-sanctioned entities...
Long‑duration Storage Key to Beat China's Clean‑tech Dominance
Energy storage that lasts for hours, or even days, is crucial to provide round-the-clock renewable power. It's also an opportunity for rivals to challenge China's grip on clean technology https://t.co/6Uoif0edMi
China Set to Outpace US in Nuclear Capacity by 2030
Yicai: "China is expected to surpass the United States in operational nuclear power capacity before 2030, becoming the world’s largest, as the country accelerates reactor construction and investment." https://t.co/mmGLIDcA5g
Czech PM Pushes
Czech PM Andrej Babis called on the European Union to relax environmental rules to ease the impact of the energy price spikes caused by the Iran war https://t.co/sNcKeBC90u
Oil Shocks Pivoted UK From Fuel‑oil Heating
U.K. PETROLEUM consumption from 1870 to 2024, showing the impact of the oil shocks in 1973/74 and 1979/80 in changing the trajectory of oil consumption, primarily through phasing out the use of fuel oil for electricity generation as well as...
Russia to Halt Kazakhstan Oil Shipments to Germany
MOSCOW, April 21 (Reuters) - Russia is set to stop oil exports from Kazakhstan to Germany via the Druzhba pipeline starting from May 1, three industry sources said on Tuesday.
Equities Price AI; Oil Ignores Real Supply Shock
Equity markets have priced in AI, which might happen. Whereas, oil markets have NOT priced in what has already happened. ~ 1 billion barrels of oil has been lost to date… and oil prices are up only ~50%.
Europe Misreads Energy Future: Overhype Hydrogen, Underuse Electrification
Energy disinformation is the new climate denial. New interview with @wblau of @BrunswickGroup on why Europe is underestimating electrification, overestimating hydrogen & arguing about scarcity when alternatives are abundant. https://t.co/o5P7pucVAl https://t.co/t5QJGQLG5S
China's CO2 Emissions Flat, Coal Power Declines.
Hi Harriet, you might have missed it but China's CO2 has been flat or falling for nearly two years https://t.co/xqAnUNQOdR The "rising coal" in your link is coal power capacity, not actual coal demand https://t.co/5xxRPefgvj Coal power fell last year https://t.co/lZal4xcGlg
UK to Curb Gas Power with Fixed-Price CfDs
NEW: Details of UK govt plans to "break influence of gas on electricity prices" Carrot: Offer fixed-price "wholesale CfDs" to old renewables, replacing wholesale ££ but not RO top-up Stick: Higher windfall tax of 45–>55% on 1 July for old renewables/nuclear 1/3 https://t.co/zMNwT7DWGm
ECO4's Demise Blamed on Governance, Not Policy
New paper out 🎉 The UK just ended 32 years of Energy Efficiency Obligation Schemes. We argue it's a classic case of throwing the baby out with the bathwater — ECO4 failed due to governance failures, not instrument failure. https://t.co/4nb2f6M2rK https://t.co/j2c2tMw7lG
Russia to Supply China Gas at One‑third Cheaper than Europe
China is getting cheap natural gas from Russia 🇨🇳🤝🇪🇺 The Russian government expects to sell gas to China through 2029 at about a third less than the price paid by Europe (this includes Turkey) https://t.co/LgIAxNwHXq https://t.co/5t7y1oF7zy
Emerging Nations Power 80% EV Growth
New IEA data: EV sales in emerging markets surge 80% in 2025 >India: EVs up 75% to record 2.3m EV units sold >Indonesia: 125% increase >Viet Nam: EVs hit staggering 40% share of new car sales >Thailand: EV share of new sales hit 21% >Latin...
Dominican Republic Launches 600 MW Renewable Energy Tender
Dominican Republic opens bids for 600 MW renewables tender #energysky -- via pv magazine global: https://t.co/ai0coBXS9J
Advanced Solar Inverters Heighten Cybersecurity Imperative
Solar inverter advancements stress growing need for cybersecurity #energysky -- via Solar Power World: https://t.co/iuXwYPtSrM
BESS Analytics Connect Performance Data to Profitability
BESS analytics ‘bridge the gap between technical performance and commercial outcomes’ #energysky -- via Energy Storage News: https://t.co/KeCuSEoFbP
Trump's Energy Emergency Echoes a Long‑standing Power Crisis
Trump calls an energy emergency for electric power The problem is real but hardly new I'll be generous & say that maybe he's using the urgency of war to do the right thing https://t.co/l7j3ITBLby
Ceasefire Optimism Drops Energy Stocks, yet Oil Prices Stay Elevated
Energy stocks sold off on ceasefire optimism, but oil infrastructure damage suggests prices won't return to pre-war levels even after peace. 🔒 Members-Only https://t.co/DPbKdFmVMI
Tokyo Gas, HDRE Secure 150MW BESS for Trading, Relief
HDRE, Tokyo Gas sign 150MW BESS deal in Japan as trading, curtailment and disaster relief drive use cases in growing market #energysky -- via Energy Storage News: https://t.co/VW58H4VB7y
Indonesia's Biofuel Promises Outpace Realistic Production
Indonesia independence by July” sounds great. Biodiesel substitute is doubtful at scale. Palm oil to gasoline is experimental & nowhere near commercial scale. Policy is sprinting. Reality is crawling. Someone needs a reality check. https://t.co/MHb97ZH369 #EnergyCrisis #Biofuels #Indonesia #OilMarkets
Asia Foreshadows Global Energy Shock, US Unprepared
Asia is the trailer for the global energy shock "You’ve seen tsunamis," says The Atlantic Council's Phillip Cornell “I find it breathtaking to see the degree to which American policymakers think that they are insulated.” https://t.co/hZtCnd3mey #EnergyCrisis #OilMarkets #Geopolitics #SupplyChains
Oil Giants Post 2nd‑Worst 50‑Year Underperformance
Over the last 3 weeks, a basket of ExxonMobil, Chevron, Conoco, and Occidental Petroleum has witnessed its 2nd-worst underperformance vs the S&P 500 of the last half century. Collectively, the market has beaten these four by 26 percentage points since...
Overusing DPA Pushes Industry Toward State Ownership
I'm not here to knock the expansive use of DPA. There are smart ways to pair it w/ American o&g industry's capabilities But taken to such a maximalistic limit (is industry really incapable of producing enough light sweet?), it's the rational...
Trump Claims U.S. Oil Production Insufficient for Defense Readiness
Something very funny about President Trump officially determining that American industry is incapable of producing enough oil for American defense readiness without the use of the Defense Production Act. https://t.co/g6HmXNjprJ
Drones Revolutionize China's Power Grid Construction
Sky Builders: #Drones Transform Power Grid Construction in China via @XH_Lee23 #Technology #Innovation #EmergingTech #TechForGood https://t.co/M1JxNH86IA
Fervo’s Cape Station Begins 100 MW Build
Let’s look at Fervo’s near-term pipeline Cape Station (Utah) Total planned: ~500 MW Currently under construction: first ~100 MW phase (expanding to full 500 MW)
Gulf Oil Turmoil Spurs Shift Toward China
US fights Iran. Gulf oil market is roiling. In the meantime, Gulf states are shifting toward China. Day what?!
Pacific Energy to Supply 81 MWh Battery Storage in NT
Pacific Energy to deliver 81MWh battery storage systems to Australia’s Northern Territory #energysky -- via Energy Storage News: https://t.co/z79yYnDVND
Fervo Energy S‑1 Reveals Geothermal Pipeline and Costs
Enhanced geothermal energy pioneer Fervo Energy filed its S-1 in advance of a planned IPO, offering a closer look at their development pipeline, current and projected capital costs, and more. @heatmap_news's @MattZeitlin drills down for some insights: https://t.co/vpluY58Osk https://t.co/Q1X1QDKuNb
Historic San Francisco Church Receives Solar Power Upgrade
19th century San Francisco church gets solar upgrade #energysky -- via Solar Power World: https://t.co/rfoOxIjeYX
Oil Pullback Ends Trade Narrative, Sparks Low‑Price Speculation
When a trade suffers the kind of pullback oil has now seen, it's over. A trade is just a story. It needs excitement and momentum. That's out the window and has been replaced by people asking how low oil prices...
EIA Predicts Hormuz Crisis Will Vanish by Fall
Hormuz Crisis: Gone by Spring, Fixed by Fall says EIA “It’s going to disappear. "One day, it’s like a miracle, it will disappear” #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/SIU7yJyfMK
JA Solar Launches DeepBlue 4.0 Pro, 5.0 Modules
JA Solar responds to changing market needs with DeepBlue 4.0 Pro and 5.0 modules #energysky -- via pv magazine global: https://t.co/KSs9LqBbXF
UK to Lower Green Power Costs by Cutting Gas Exposure
The UK will seek to speed up efforts to cut the costs of green electricity by reducing exposure to more-expensive gas https://t.co/LNvTUk7yXd
Japan's Solar Hits 10% of Electricity, Outpacing World Average
Solar power accounted for 10% of Japan’s electricity generation for the first time last year, exceeding the global average of 9%, according to a report from energy think tank Ember https://t.co/4Kq1hwrntl
EIA's 2027 Oil Glut Forecast Is Pure Fantasy
Independent FED? How about an independent EIA? EIA Sees an oil glut in 2027 The Year Everything Magically Normalizes Brent $68 In a World That Doesn’t Exist OUTRAGEOUSLY ENERGY BLIND #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/EEhRs5OdkI
Japan and USA to Lead Nuclear Future
Great conversation between my friend James Riney and Scott Nolan. Japan is going to play a major role in the future of nuclear alongside the USA.
Oil Surge Pushes Brazil Real Toward 4.50/USD
We're on our way to $/BRL 4.50. Oil prices aren't going to fall back to pre-war levels quickly, which lifts Brazil's terms of trade and the Real. I'm moving my posts behind a paywall in coming months. Please consider subscribing...
Canadian Developer Wins Grid Approval
Canadian developer lands grid approval for mammoth New England solar-battery hybrid project #energysky -- via Renew Economy: https://t.co/89vg0EU4SH https://t.co/rrkbjdF6DV
Italy Adds 1.4GW Solar in Q1, Residential Lagging
Italy installed 1.4GW solar PV in Q1 2026, residential continues to slow #energysky -- via pv-tech: https://t.co/qsNtbWknca
Oil Rebounds as Material Momentum Drives Targets and Exits
Oil is on the rebound but so are pockets of momentum. We’re still seeing strength show up in materials, hitting targets and raising exits while new setups continue to trigger. Today's momentum report: https://t.co/4SRJUfV3YA
Methanol-to-Olefins: Paving Sustainable Chemical Future
Beyond Fossil Feedstocks: Methanol-to-Olefins and the Future of Sustainable Chemical Manufacturing #energysky -- via RMI https://t.co/mTGn6ezijm
California’s Oil Decline Forces Costly Imports and Shortages
For a mix of reasons, California has decimated its local oil production. As a result, it’s now producing only about 300,000 barrels a day. But as the economy grows and the population expands, oil demand continues to rise. The state...
Extended Ceasefire Leaves 182M Barrels Off Market
Important to remember that, with 13 MMbpd in oil production still shut-in across the Gulf, a two week ceasefire extension with no change to the status of Hormuz means another 182 million barrels lost to the market. *Poof* Sooner or later that's...
Iran Risk Unpriced Amid High Oil, Demand Lag Threatens
Iran risk is not priced in from elevated oil prices or supply shocks. @HFI_Research wrote about lags that trigger potential demand hit if prolonged.