Spotlight Program's Attack on Batteries and Renewables Debunked
Wild attack on batteries and renewables by 7’s Spotlight program falls over at the first fact check #energysky -- via Renew Economy: https://t.co/zwVTNyExNz https://t.co/IEU8CWuYgm
Mexico Revises DG Rules to Include Energy Storage
Mexico updates distributed generation rules to formally integrate energy storage #energysky -- via pv magazine global: https://t.co/kKZT6sQuaX
Perovskite Panels Pilot Boost Solar Efficiency to 30%
Are perovskite solar panels finally becoming real? https://t.co/2fxNgPsIpv Tandem Solar is starting pilot manufacturing of perovskite glass coverings for silicon PV cells (in Fremont, CA) that boost total efficiency from about 20-22% to ~30%. That's a +36-50% output per square meter. They're still...
Exporting Surplus Won’t Lower Pump Prices
Exporting the zero excess we have is not going to be helping prices at the pump.
Shadow Fleet Still Moves Despite US Trade Halt Claim
“While the US military says it has turned around over 20 vessels and ‘completely halted’ Iranian trade, Lloyd’s List Intelligence shows a steady flow of shadow fleet traffic in and out of the Middle East Gulf” Personally, I trust @TankerTrackers https://t.co/Uu0qgzUlPk
Did the JCPOA Transfer Hormuz Control to Iran?
Hey, folks, remind me—did the JCPOA cede any go-forward control of the Strait of Hormuz to Tehran? https://t.co/ioeUNlmi56
Ukrainian Drone Strikes Russian Tuapse Oil Refinery, Killing One
Ukraine continues to target Russian oil facilities. Last night, a Ukrainian drone hit an oil refinery in Tuapse, Russia, resulting in significant damage. Reuters reports that at least one person was killed. https://t.co/uMGk8uMXm0
Oil Flows Through Hormuz Won’t Normalize Until July
Rystad Energy says it will take until July for roughly normal flows through the Strait of Hormuz "Our analysis shows that it would take until July for oil flows to normalize to some 80-90% of pre-war production levels, and another 1-2...
Stocks Must Remain Strong to Shield Crude From Gas Slide
Stocks May Need to Stay Up for Crude Oil Not to Follow US Natural Gas Down https://t.co/TLsVGd92SK #crudeoil @BBGIntelligence
US Sanctions Waiver Fuels Russian Oil Gains Amid Iran Conflict
Why Russia is the big winner from the US-Iran war US sanctions waiver boosts Russian oil revenues https://t.co/uGny0kDGDL @DeutscheWelle
Refinery Fire Erupts Before Modi Inauguration, Confirming Hanke's Theory
Today, a fire broke out at the Pachpadra refinery in Rajasthan, India. The blaze comes just one day before PM Modi was set to inaugurate the project. Just more confirmation of Hanke's Schoolboy Theory of History: It's just one damn thing after...
Molecules vs Electrons: Energy System Outpacing Old One
The Energy Revolution in Two Words: Molecules vs Electrons What an energy transition looks like in real time: the steady expansion of a new global energy system that grows faster than the one it is replacing. #energytransition https://markhamhislop.substack.com/p/the-energy-revolution-in-two-words
Interconnection Queues Inflate Data Center Growth, yet Few Build
Many of the headlines on data center growth are driven by GWs in power grid interconnection queues. But these queues are highly speculative. People enter a project into the queue to reserve a spot in line, even if they don't...
Energy Politics Shift: War, Policy, Affordability Explored
Today on Volts: There sure is a lot going on! Instead of a nerdy deep dive, today I go broad, talking current events with @yayitsrob of @heatmapnews: the Iran War, its effects on Trump's energy policy, the lessons of the...
American LNG Revolution Rises: Woodside Cranes at Lake Charles
PHOTO OF THE DAY: The build up of the American LNG revolution. The cranes at the Woodside project under construction near Lake Charles, Louisiana, seen at sunrise a few days ago. https://t.co/QlyMzh0C8s
Oil Drops Post‑war, Gasoline Lagging Behind, Says Weatherall
"Oil prices have fallen from their peak after weeks of war have choked off the Persian Gulf, but gasoline prices are likely to descend more slowly. One of the reasons is Alex Weatherall." Very good lede and story @lydiadepillis https://t.co/xBuWzYaRt5
Iraq’s SOMO Secures Modest Oil Trucking Contracts
Iraq trucking oil to market. "SOMO awarded contracts to supply about 650,000 metric tons of fuel oil per month from April to June to be trucked overland via Syria." Still modest flows, though—that's only ~150-160 kbpd vs ~3,600 kbpd of pre-war Gulf...
All Energy Commodities Set for Massive Gains
Hard to see how #uranium #naturalgas #oil #coal aren't all going to massively benefit from this.
IEA and Nigeria Strengthen Ties Amid Global Energy Crisis
Excellent meeting with Nigerian Minister Ekperikpe Ekpo We discussed the international energy crisis & I thanked him for Nigeria's exports of jet fuel to markets facing difficult times & efforts to supply more. We also agreed to take a new step...
Full Electrification Could Halve Global Energy Demand
NEW PODCAST: Electricity is just 20% of global energy. The other 80% — heating, transport, industry — still runs on fossil fuels. Full electrification could cut total energy demand in half. That's the starting point for my conversation with @FullyChargedUK...
War, Tech, and Elite Views Shape Climate Future
In the latest Current Climate newsletter: 🌊 Warming oceans, a hot year and ‘elite’ beliefs 🤖 Should urbanists should embrace robotaxis? ☀️ How the Iran war may impact the renewable energy transition https://www.forbes.com/sites/current-climate/2026/04/20/warming-oceans-a-hot-year-and-elite-beliefs/
Phenom Reports MK Plus Nears Commercialization of Solid-State Vanadium Batteries
Phenom Resources Corp $PHNM.V $PHNMF Reports on MK Plus Progress to Commercialization, the Solid-State Vanadium Battery Company https://t.co/vrtnqOv1xY https://t.co/hEvAR6nph2
Trump May Extend Hormuz Ceasefire Despite Tehran Advantage
Possible Trump realizes that a drawn out ceasefire in which Hormuz remains closed only serves to bolster Tehran's leverage in peace deal negotiations. Or, more likely, this means nothing and he'll absolutely extend it if/when the ceasefire ends before a more...
Hormuz Strait Unreliable, Threatening 20% Global LNG Supply
IEA'S BIROL: HORMUZ STRAIT LOST ITS STATUS AS RELIABLE About 20% of global LNG supply is locked behind the strait
New Senator Armstrong Aims to Accelerate Permitting Reform
NEW: Can the newest senator play permitting reform "closer"? I spoke w/ @SenArmstrong for @politico Energy podcast on why he thinks he can help Congress reach a long-sought deal. “I can bring all my energy & passion to this one...
US Oil Slides to Intraday Low Near $87
JUST IN: US oil shed its earlier advances and slid to intraday lows near $87 a barrel.
Legacy Companies Driving Energy Transition From Within
The energy transition is often told as a story of new entrants displacing incumbents. But it also depends on incumbents making the shift themselves. Visited @vaillantuk factory today, founded 1874, now making heat pumps. 150 years of heritage, transforming from within. https://t.co/UlrquZB5lE
Installations Surge Globally, Led by Europe, MENA
Installations are set to jump, led by Europe, the Middle East, Africa and Latin America. https://t.co/Okyyy9MwKG
Latin America Markets Surge on Expected Iran Peace, High Oil
At last week's IMF/WB meetings, markets were as bullish as I can remember on Latin America. They're trading an end to the war with Iran and oil prices staying elevated for a while, all of which benefits the region's oil...
Rajasthan Refinery Fire Adds to India's String of Woes
"Misfortunes never come singly" 🇮🇳Fire breaks out at refinery in India's Rajasthan, local media reports
Energy Trilemma Remains Unsolved and Overlooked
The energy trilemma is evergreen - we still can't solve it; some won't even recognize there is a trilemma. https://t.co/grC0cpV08V
Funds Dump Brent as US‑Iran Talks Spur Price Dip Expectations
Brent sees fund sales as diplomacy intensifies Investors realised profits from bullish long positions and started to accumulate bearish short ones last week, anticipating a further fall in Brent prices as the United States and Iran conducted face-to-face talks to find...
Germany Pushes EU to Prioritize Clean Energy Transition
Germany wants the European Union to place industrial transition to cleaner energy at the heart of a planned review of its carbon market, after rising power and fuel prices prompted criticism of the bloc’s key climate tool https://t.co/07TSSblFVT
Oil's 10% Crash Signals Deflationary Shock
$CL_F crashed 10% in a single session — April 17. WTI fell to $84, down from a $110 peak. One day. 10%. Oil. That's not noise — that's a deflationary impulse hitting the macro backdrop at full speed. https://t.co/ju4e7ZBacD
7 Weeks of War: Oil Market Myths Debunked
In coming months, I'm moving my daily posts behind a paywall. Please consider subscribing now to lock in a low rate. Today I look at what we've learned about oil markets and Iran in 7 weeks of war. I go...
Joining Bloomberg TV to Discuss Iran Oil Developments
I’ll be on @BloombergTV Surveillance in a few to discuss #Iran #oil and the latest with @annmarie @lisaabramowicz1 & @FerroTV #oott https://t.co/2dEIjcL92p
Weak Corn, Soybean Markets Threaten Crude's $100 Barrier
Crude Breaks Stuff Above $100; $80 Initial Support Crude oil's red 2Q candle to April 17 may have a greater tendency to deepen if corn and soybeans are guides. My graphic highlights a big difference from the last three times WTI...
Singapore Jet Fuel Doubles, Squeezing Un‑hedged Airlines
SINGAPORE jet fuel prices have doubled to an average around $166 per barrel so far in April compared with $82 in January. Fuel is one of the three largest costs for passenger airlines (together with crew labour and capital) so...
SEforALL Reaffirms Commitment to Madagascar’s Energy Goals
Delighted to meet Mamitiana Rajaonarison, Prime Minister of Madagascar. We had a productive discussion on #Madagascar’s energy priorities and how to accelerate progress under #Mission300. I reaffirmed @SEforALLorg’s commitment to supporting the country’s development goals. https://t.co/9BByg6DWTN
Inside Independent Oil Business: Costs, Price Sweet Spot, Ladnman Reality
NEW ODD LOTS: The truth about running an independent oil and gas biz @tracyalloway and I talk to @Jack_McClendon, CEO of Siena Natural Resources, about rising costs, the sweet spot for oil prices, and how realistic the show Ladnman really is. https://t.co/Wcl305efUH
EU to Streamline Jet Fuel Distribution and Seek Alternatives
The EU will propose measures to “optimize” jet fuel distribution among member states and help source alternative supplies https://t.co/C1WA5BwZUZ
7.4‑Magnitude Offshore Japan
Magnitude 7.4 quake hits offshore northeast Japan 🇯🇵 ⚠️ A tsunami warning was issued for the region. Tohoku Electric is currently checking the status of its power plants https://t.co/XJ8J5YUBOB
Energy Bulls and Bears Spar More Fiercely than Stocks
If you thought the emotions around the bull/bear case for stocks often run high, it is nothing compared to the lines currently being drawn up between bulls and bears in oil, gas and the wider energy complex.
China's EV and Hybrid Trucks Surpass Diesel Sales
In China battery electric trucks and hybrid trucks now outsell diesel trucks for the first time. https://t.co/iprDfUBNG9
China Revives Coal‑to‑gas Projects to Curb Gas Imports
China is looking to tap cheap domestic coal to limit its exposure to gas imports 🇨🇳👀 A high-profile Chinese coal-to-gas venture that lay dormant for over a decade is set to launch this year. The country has 13 new projects under...
Hormuz Tension Leaves Dollar Dominance Unshaken
🔥The Hormuz Crisis: ▪️Pricing oil in US dollar is intact ▪️The GCC's dollar peg is intact
UAE Threatens Shift From Petrodollar to Yuan
💥JUST IN The UAE has told the U.S. that if it runs short of U.S. dollars, it will be forced to use Chinese yuan or other currencies for oil sales and transactions. The petrodollar is at risk. https://t.co/ENEUL9x7LY
Geography Drives Oil Price Gaps, Splits Asset Returns
Oil: The have and have not. What's the price of crude in North America? Very cheap, as low as 72.7. What's the price in Sri Lanka, well, very expensive. Gas is the same story. So the oil market and pricing...
Drone Strike Sparks Typical Oil Tank Blaze, Not Apocalypse
Some social media accounts are exaggerating the impact of the attack. If you watch the video yourself, you’ll see that the storage tanks are on fire — and that’s it. The tanks contain oil, so heavy smoke and large...
S&P Hits Record as Oil Plunges Amid Iran Tensions
The S&P just hit a RECORD HIGH. Oil crashed 13% in a week. Iran says the Strait is "completely open." Hapag-Lloyd and Maersk won't send ships through. The ceasefire expires TUESDAY. And the Navy just put 5-inch gun rounds into...