Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
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Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Japan’s Kyocera, Cosmo Energy units enter solar, wind PPAs #energysky -- via pv magazine global: https://t.co/jE9o5TPKwv
Israel “ready to hit Iran’s energy sector,” waiting on U.S. approval. That’s a signal to pressure Iran to back down & deal It COULD happen but would panic markets & possibly cause a financial crisis on top of an oil crisis #Oil...
Jet fuel prices are *soaring* if you can get your hands on any, that is.
With the first oil-laden very large crude carriers (VLCCs) coming out of Oman, @ed_fin explains why in the next few months, he expects the Strait of Hormuz to open and there to be a "feeding frenzy" for tankers "It's going to...
Indeed. A very good piece by @dwallacewells, and appreciated the shout out for my essay with @OSullivanMeghan in December in @ForeignAffairs. As we wrote in those pages 5 yrs ago, the transition “will be messy at best.” 👇 https://t.co/SX87fTHXUS https://t.co/Us7OOwb9Z0
If abundant oil is the basis for energy security and independence as we’re told, then why is it the country that produces the most oil in the world — the U.S. — needs to invade, bomb and embargo several other...
Under normal circumstances, a 60% increase in gas prices is the sort of thing that can easily cause political/economic collapse, a lost decade, and many thousands of lives lost in a place like Guatemala or Thailand.
OPEC+ eight members meet tomorrow, with an unprecedented situation in the oil market. They will likely consider a quota increase that would signal readiness to raise output once tankers are able to transit the Strait of Hormuz sources say. https://t.co/ppX8SdbsiJ
Asian economies are abandoning Liquified Natural Gas (LNG) and PIVOTING BACK to coal. Since Feb. 28, the FT reports gas prices are up 60%, while coal prices are only up by 17%. https://t.co/FefK5JR7MN
Tongwei moves into hybrid heterojunction back contact solar cell technology #energysky -- via pv magazine global: https://t.co/meLLhEd4Fg
Decades of data says the price of storage drops by 19% every time global production doubles. This isn't some marginal gain. It's an unstoppable force of nature You can’t out-compete math this aggressive. This "learning rate" is a one-way street to...
First time filling the family whip since the start of the Iran War that I made this face when I saw the price https://t.co/1riTWbn89v
So… the Iranian IRGC exempts ships carrying Iraqi oil and allows them to sail through the Hormuz Strait, but drone attacks on Iraqi oil fields continue. https://t.co/PoAWXPyVEz
My thesis is already aging well. "Iran says Iraq exempt from any Strait of Hormuz restrictions" https://t.co/VSTaM2D34T
US natural gas prices have dropped by 30% over the past year, even as global natural gas prices have increased substantially in wake of the war in Iran. Why? We have an abundance. 80% of American made plastics and 80-90% of...
America dominates in petrochemicals because of the robust supply of natural gas (where prices have dropped (and continue) by 30% in the past year
Example #1 why the JONES ACT worke by providing long-term fixed rate tankers on dedicated service. What would gas prices be today if 55 Jones Act tankers were not in service but we had to compete for MR tankers on...
69 of 93 days in 2026 with >100% WindWaterSolar on the California ISO grid. Gas still down 59%, solar up 75%, batteries up 328% since '23 https://t.co/kVss7WH3VQ
DIY plug-in solar shows $0.65/W potential in US market #energysky -- via pv magazine global: https://t.co/yUjVpIhAKW
Beware of cleaning photovoltaic panels with dishwashing detergent #energysky -- via pv magazine global: https://t.co/Jq6N3feGyv https://t.co/gUxCyTsuqT
Just when I was ready to declare victory for my Hormuz Hypothesis, the WSJ agreed with me, which immediately made me question everything I wrote 😂 https://t.co/qaoPHfe9T9
Golman Sachs. Running out of oil? Supply of supply chains. Derivatives and distillates. How long? Cost? Jobs?
This is a major signal shift: India a top global importer is openly buying Iranian oil again When supply tightens, politics gives way to reality. #Oil #EnergyCrisis #Iran #Geopolitics
Brent futures price fell $3.54 from $112.57 to $109.03 week ending April 3 12-month spread suggests strong upward price movement on Monday #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/oCVTbEi9lm
Of course CBS is not credible, the refiner problem in California is fairly straightforward monopolization.
China PV Industry Brief: China adds 32.48 GW solar as polysilicon prices fall #energysky -- via pv magazine global: https://t.co/Vdb2Zj2FSP
Good job calming oil markets with your speech, Trump WTI 12-month spread widened $16.08 (63%) for the week ending April 3 6-month spread widened $17.46 (91%) & price rose $11.90 from $99.64 to $111.54 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities...
Trump thinks US energy independence protects Americans from Gulf shocks. But he FAILS TO SEE that global markets are pricing all barrels the same. TRUMP = CLEARLY DOESN’T UNDERSTAND THE MARKETS FOR OIL. https://t.co/tp5LhHAisM
Europe sees no military fix for Hormuz, says @BBC “No upside” to joining the war. The Gulf wants it to continue—until flows resume. Same crisis. Completely different incentives. #Oil #Hormuz #Geopolitics #EnergyCrisis
U.S. Intel Warns Iran Has No Incentive to Reopen Hormuz as Oil Leverage Grows. Economic vs military advantage. Can and how can Iran’s grasp be stopped? Will there be a protracted military operation? As supply and supply chains struggle. ...
Agrivoltaics with trackers, vertical systems offer economic upside #energysky -- via pv magazine global: https://t.co/gefwDlmmJq
New Delhi confirms its buying oil from Iran (after US eased sanctions): “… Indian refiners have secured their crude oil requirements, including from Iran; and there is no payment hurdle for Iranian crude imports…”
Houston is the Energy Capital of the world but Oil & Gas is just a cog in the machine now.
Germany among states pushing the EU to tax energy windfall profits https://t.co/ik4V4nYwqA via @iaindrogers https://t.co/zhu4LTgKRe
Week Ahead: Its Still Mostly about the War: The Middle East war remains the dominant fundamental condition. There continues to be some indication that market participants are hopeful of a resolution soon. The May WTI contract settled near $111.55 last…...
I'm doing a livestream this morning at 9 am (ET) to talk through: (i) the different oil prices floating around and how they all fit together; (ii) how the Dollar is trading weak, with yesterday's payrolls another example; (iii) central...
According to Iranian media, the US and Israel have attacked several large petrochemical sites in the Khuzestan province near the border with Iraq. The area between Mahshahr and Bandar Imam Khomeini are home to some of the Iranian largest petrochemical complexes.
The Third Gulf War (aka, the ‘Hormuz War’) is entering into its 6th week, at the very end of the initial White House guidance of a 4-6 week campaign. For the oil market, we are into demand destruction territory, although...
𝗢𝗶𝗹 𝗖𝘂𝘁𝘀 𝗕𝗼𝘁𝗵 𝗪𝗮𝘆𝘀 The reporter, David Lin, asks his guest "𝗦𝗵𝗼𝘂𝗹𝗱 𝘁𝗵𝗲 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗥𝗲𝘀𝗲𝗿𝘃𝗲 (𝗙𝗲𝗱) 𝗯𝗲 𝗺𝗮𝗸𝗶𝗻𝗴 𝗽𝗼𝗹𝗶𝗰𝘆 𝗮𝗿𝗼𝘂𝗻𝗱 𝘁𝗵𝗲 𝗵𝗶𝗴𝗵𝗲𝗿 𝗼𝗶𝗹 𝗽𝗿𝗶𝗰𝗲? His guest, Jeff Christian, Managing Partner of CPM Group states that "oil cuts both ways in terms...
Exclusive: US intelligence warns Iran unlikely to ease Hormuz Strait chokehold soon, sources say https://t.co/s0QE23T6Eu
This is insane: diesel in Pakistan had a price increase of 54.9%, not in a month or a week… OVERNIGHT. The global energy crisis is really hitting, starting to really see some crazy stuff unfold.
This spring has been a record season for renewables #energysky -- via Canary Media: https://t.co/rhuS1RPoh6
Trump assumes Hormuz will “naturally” reopen @BarakRavid disagrees based on evidence Trump wants the war over. China wants the war over. The Gulf nations want guarantees Iran won't do this again after the war.
A prolonged Hormuz closure is not mainly about whether wealthy countries can tolerate higher prices. It is about how long the global system can keep functioning before shortages begin to appear. https://t.co/ZnTkdfQu09
Bluetti targets home backup with fridge-focused battery system #energysky -- via pv magazine global: https://t.co/dFKK0ofl83
This unfolds in stages, writes @elerianm First energy and rates, then broader cost-of-living pressure, and then slower growth with rising financial instability. This isn’t a one-round shock. Without a circuit breaker, the damage compounds. #Economy #EnergyCrisis #Inflation #Geopolitics
US "energy dominance" was a slogan that doesn't fit reality Global energy markets—and the structure of oil flows—bind the U.S. to the Gulf. The U.S. can’t walk away from Hormuz—even if it wants to. https://t.co/K7rntZRxBf #Oil #EnergyCrisis #Geopolitics #Hormuz
Bolton’s point is brutal: Why are we letting Iran sell oil while we fight them? Europe hesitates. The U.S. absorbs the risk. And people still think there’s a coherent plan here? #Iran #Oil #Geopolitics #EnergyCrisis
Patricia asks a good question since US isn’t protecting Kuwait. In fact, in retaliation for Kuwait hosting American bases, Iranian drones struck Kuwait's Mina Al-Ahmadi refinery (per Kuwait Petroleum Corp) today, and Kuwait’s Ministry of Electricity - which is a power/desalination...
Reality is setting in. Oil has to flow—and countries will deal with Iran to get it. Ships aren’t passing freely. They’re negotiating passage. That’s the new order. https://t.co/C8UjfpGovY #Oil #Hormuz #EnergyCrisis #Geopolitics
