Unverified Hormuz Crossing: UAE Oil Tanker Likely Loaded Elsewhere
A Suezmax tanker loaded with 1 mb of UAE oil is heading to Korea. Korean media & others say it crossed the Hormuz Strait — but there's NO evidence-- yet. It probably loaded at Fujairah or through STS transfer. Map form @Kpler
Doubting a Quick Reopening of the Strait of Hormuz
Is it time to abandon hope the Strait of Hormuz will open soon? https://t.co/5BRLiEg2Tm @ClydeCommods
Batteries Power 44% of California’s Evening Peak
44% of evening peak met by batteries. In California, world’s 4th largest economy. Not some tiny pilot project or a niche experiment, a global industrial powerhouse If you’re still sitting in boardrooms or parliament banging on about baseload and the intermittency...
Electricity Demand Outpaces Overall Energy Growth in 2025
Global electricity demand grew more than 2x as fast as overall energy demand in 2025, with electrification & AI expanding strongly US energy demand growth reached one of its fastest rates this century while growth in emerging economies slowed Read more: https://t.co/4PiqgKAmmJ...
Clean Energy Gains Slow CO2 Rise, Fossil Power Reverses
THREAD: The IEA global energy review 2026 * CO2 record high, but growth nearly ground to halt * Clean energy shaved 3bn tonnes off CO2 * Fossil-fuel power pushed into reverse * Age of Electricity "confirmed" * "Extraordinary" solar growth * Batteries up 40% * EVs up...
Energy Innovation Shifts Toward Security, Competitiveness, Resilience
The IEA says energy innovation is now driven more by security, competitiveness, and supply-chain resilience. https://www.metalnomist.com/2026/04/energy-innovation-security-needs-are.html
NYMEX Oil Futures Quotes Delayed After Globex Restart
Yeah @OuncesApp "Almost 5 hours since Globex trading resumed and NYMEX still isn’t broadcasting oil futures quotes and volumes" Seems to be bullshit claim by @DarioCpx Or maybe there was some delay or glitch but it's up now. https://t.co/1Lr9enzoRB
China Pushes Tighter Solar Capacity Controls Amid Overproduction
Chinese authorities have called for “every effort” to strengthen capacity controls in the solar industry, as the sector continues to struggle with excess production https://t.co/WOvHTDwkMV
Iran Demands Payment for Hormuz Security, Echoes Trump Tactics
“Hormuz security isn’t free,” Iran says. I'd say "Hormuz security doesn't exist" But if Iran can extort some cash from tanker companies, so much the better Sounds like a Trump industry https://t.co/dY0KSweqYJ
Oil Spike Highlights Balance‑of‑Payments Shock Over Dollar
With oil rising again (alas), my Odd Lots episode from last week gains new relevance -- tis at least as much about the balance of payments impact of an oil shock as about the dollar https://t.co/JtgH1nPC0z
Three LNG Shipments Stalled, Pakistan Faces Heat‑driven Blackouts
There are at least *three LNG shipments* stuck in the Persian Gulf that are supposed to go to Pakistan, according to ship-tracking data 🇵🇰🚢 Pakistan hasn't received an LNG shipment in over a month due to the Hormuz closure. That risks...
Cybersecurity Becomes Critical for Decentralized Energy Systems
Managing cyber risks in the era of decentralized energy #energysky -- via pv magazine global: https://t.co/DN7O7RH2jq
Fuel Crisis Demands Immediate Shift to Renewable Energy
The fuel crisis could last for a while. It’s time for a new approach to fossil fuel use – end it Let's base our energy systems on renewables, and stop burning stuff Prof @PeterNewmanCUSP @CurtinUni and @ProfRayWills @uwanews & @FSS_Au...
Iranians May Be Behind Pre‑War Crude Trades, Not Washington
Can you imagine if its actually the Iranians........ Everyone thinks it's Washington insiders trading Crude Oil right before significant price moving news connected to the war with Iran and Strait of Hormuz.
China’s Oil Stockpile Fuels Profit Amid Global Price Surge
In speaking with oil traders (and checking the data) it is clear that China went on a buyer's strike due to the ongoing high crude and LNG prices. Which means that Beijing loaded up its storage with low oil prices...
Dated Brent Ticker Reveals Strong Market Vibes
The trouble with listing the BBG Dated Brent ticker is that people will chart it and see that it, too, is trading on some serious vibes https://t.co/ofq7O5OWSr
Wasps Nest Inside 28-Year-Old Solar Junction Box
Dismantled 28-year-old PV system reveals wasps nest in junction box #energysky -- via pv magazine global: https://t.co/IzKWLsDvrp https://t.co/l5aPSdgX8J
Hormuz Tensions Lock Gas Prices Through 2027
Strait of Hormuz uncertainty isn't just pushing up today's gas prices — it's lifting futures through 2027 and beyond. The energy secretary's optimism may already be outdated. Until we get resolution, expensive gas isn't going anywhere soon. https://t.co/NZ4lVvoG5p
European Gas Futures Jump 11% Despite Lower Overall Prices
European natural gas futures rise 11% after Iran closed Hormuz (again) 📈📈 No LNG shipment has been exported from the region since the war in Iran began in late-Feb Still, prices are down from the highs last month. This is partly due...
Oil Spikes 6.5% Amid Iran‑U.S. Ship Attacks
Oil prices jump 6.5% after Iran and U.S. attack ships as tensions escalate over Strait of Hormuz: https://t.co/aZcReIm6Eb
Oil Spikes, Stocks Tumble Amid Weekend Escalations
JUST IN: Oil prices surged as stocks plunged after a weekend of escalations, signaling another Green Dot Sunday.
Iran's Hormuz Takeover Spikes Oil Risk, Boosts Gold Demand
🇮🇷 Iran Intel Brief | Pre-Asia ─────── Iran seizes control of the Strait of Hormuz, disrupting global oil shipments and elevating energy market risks. US Navy intercepts and disables Iranian cargo ship Touska, prompting Tehran to vow retaliation that could spike oil prices. Iran...
China's 11 M Bpd Crude Imports Dominated by Gulf
11 million barrels a day and most of it from the Gulf… Source: Visual Capitalist http://visualcapitalist.com/chinas-crude-oil-imports-by-country/
We Need Reduction, Not Total Ban on Fossil Fuels
I’m so confused on how people can conflate “we need to reduce our dependence and use on fossil fuels” with me saying “BAN ALL FOSSIL FUELS” There is a lot of nuance and we will always need fossil fuels. The goal...
EU Cross‑border Tender Powers First Operational Solar Project
First solar project backed by EU’s cross-border tender starts operating #energysky -- via pv magazine global: https://t.co/0yRno2hqGi https://t.co/ixjGAOT9Vk
US LNG Dominance Secured by Hormuz Tensions and Sanctions
US LNG Dominance Set to Continue for Years, Strengthened by the Hormuz Crisis, Australia’s Left-Leaning Government, and Sanctions on Russian LNG LNG has emerged as one of the key pillars of U.S. national security and a powerful foreign policy tool. All...
Graphene Oxide Nanofluids Cool Solar Modules Efficiently
Cooling solar modules with nanofluids based on graphene oxide, Mxene #energysky -- via pv magazine global: https://t.co/KiDtc1yi4D
Propose Hormuz Convention to Regulate and Tax Shipping
My take on the Iranian control of the Strait of Hormuz on @MarioNawfal: "Ideally, there should be something like the Montreux Convention of 1936 that settled the Dardanelles and allowed Turkey to manage the Bosphorus and the Dardanelles and charge fees...
Trump, Iran, Hormuz: Energy Crisis Sparks Recession Fears
🔥Join us today (For X Subscribers only): Trump, Iran & Hormuz: The Energy Crisis & Global Recession? Link: https://t.co/GurEWBb9NO Today, Sunday, 4:00 PM US ET, 3:00 PM US CT.
Climate Advocates Propose Solutions that Safeguard Oil Flow
What’s interesting about this is the climate cult didn’t close the Strait of Hormuz and attack major energy infrastructure in the Persian Gulf. It is notable though that people worried about climate change have proposed solutions that simultaneously mitigate against...
China’s Hormuz Veto: Strategic Masterstroke in War
Why China's Veto on Hormuz Is the Smartest Move of This Entire War / Professor Jiang ... https://t.co/7bLiA5djLB
China Vows to Weaponize Oil Embargo Against US
American strategists: “We are going to cut off China’s oil, thereby wrecking China.” China’s response? Geopolitical/oil politics version of Good Will Hunting: “Give us the wrench…because f*ck them. That’s why.”
Commodity Forecasts Falter: Dated Brent Predictions Missed
Would love to hear from all the folks who just days ago told us that Dated Brent can only go up and the gap to futures will inexorably widen. But of course today all you hear is crickets. We all...
MyNu Energy Debuts Mobile Solar‑Battery Storage Solution
MyNu Energy launches mobile solar and battery energy storage system #energysky -- via pv magazine global: https://t.co/HCmxEXi1ta
Hormuz Disruption Could Push Oil Above $130, Trigger Demand Collapse
MS: Tail Risks Would Drive Oil Into Demand Destruction Territory A prolonged disruption of shipping through the Strait of Hormuz would require oil prices to rise into demand destruction territory, historically above of $130 Distribution of Inflation-Adjusted Oil Prices https://t.co/Hw1dB85crz
Strait of Hormuz Threat Peaks Amid Blockade Duel
The latest JMIC Strait of Hormuz Advisory is out. Threat level between 🔴 Critical and 🟡 Moderate across the region, but bordering on 💩 OH CRAP for the Strait. 33 incidents with shipping since March 1. Iran and the US still dueling blockades. 19...
Middle East Conflict Fuels 2026 Battery Boom
The war in the Middle East has accelerated lifted demand for alternatives to volatile fossil fuels, setting 2026 up to be the year of the battery https://t.co/vUdkHiRZdO
Gobi Solar Farm Catalyzes Emerging Desert Ecosystem
Solar Farm in the Gobi Desert Sparks the Rise of a New Ecosystem by @_fluxfeeds #Sustainability #RenewableEnergy #CleanEnergy #TechForGood https://t.co/imEp0558C1
Iran Threatens to Cut Gulf Energy Cables over US Pressure
🚨 IRAN AGAINST WORLD 🚨 Iran has threatened to sever the Gulf countries submarine energy cables in response to the US’s ongoing threats. Iran has stated that no negotiating team is being sent to Pakistan yet due to the US blockade, despite...
Energy Prices Set to Floor as Cheap Oil Ends
An important reminder for the weekend: The oil-to-gold ratio remains near historically low levels, and the era of cheap energy is likely coming to an end. It’s hard to imagine countries not becoming far more aggressive in building strategic reserves after the...
TLT Outperforms USO Tenfold Amid Oil Price Shifts
Is TLT vs. USO a 10x? From the 2018 low to 2020 high, TLT advanced about 10x vs. USO (total return). From the 2008 low to this year's nadir so far, TLT/USO is up about 10x (was up roughly 130x to...
Energy Secretary Warns Iran May Block Hormuz Oil Routes
Energy Secretary Chris Wright tells @CNN's @jaketapper that future oil blockades on Iran are possible after this conflict if Iran tries to close the Strait of Hormuz in the future. #energy #OOTT #IranWar (1/3)
Oil Experts Wrong: Dated Brent Drops $20 Overnight
Most oil "experts" are industry shills. They told us that Dated Brent can't fall because the physical shortage is too great. Well, Dated Brent fell $20 in one day on Friday. The stuff from these guys is just scare-mongering. Same...
U.S. Household Energy Use Hits Historic Low
Energy consumption as percentage of total household consumption (%) U.S. Energy Consumption Is at a Historical Lows https://t.co/l0SGdTtv94
Strait of Hormuz Remains Closed, Trump Remains Uninformed
Looks like Strait of Hormuz is still closed https://t.co/iO1163dhmL Too bad Donald Trump can't find out about this.
Over 40% of Ships Haul Fossil Fuels, Run on Them
More than 40% of ships globally transport fossil fuels. Nearly all of them run on fossil fuels too. https://t.co/8Ma1on6zVW
India's IOC Logs Second‑largest Weekly Russian Crude Imports
🇮🇳 India’s IOC just recorded the second-highest weekly volume of Russian crude imports ever — only behind the record set in third week of June 2023 https://t.co/slsuYNxtUf
Strait Blockage Triggers Unprecedented Global Energy Supply Shock
And the greatest energy disruption must include derivatives, distillates., and other commodities not moving because of the Strait. The global E2E supply chain effect may go beyond points we have never seen.
EU Expands Energy Crisis Plan: Remote Work, EVs, Heat Pumps
EU’s energy crisis response is broader than expected: remote work mandates, heat pump subsidies, EV leasing schemes — plus electrification targets and new laws to tax electricity below fossil fuels. https://t.co/vcy8KFcbHi
Malaysia's Fuel Crisis: Import Reliance Contradicts Official Optimism
The Prime Minister of Malaysia says 85% of Malaysians aren’t affected by the fuel crisis. The MOF says Malaysia consumes 700,000 barrels a day and produces 350,000. It imports the rest — and nearly 40% of those imports travel through...