Fuel‑price Shock Persists as SPR Nears Historic Low
Headline inflation increased 3.3 -> 3.8% in April, although Core PCE was 2.6 -> 2.8%. Trump authorized a 53MM bbl release from the SPR yesterday and said that he’ll suspend the federal fuel tax. But assuming that inflation is driven principally by fuel prices, what’s the lag time from enduring ceasefire to Hormuz volume returning to business as usual? How long would it take to clear the mines? Because after the full planned release from the SPR, it’ll sit at its lowest capacity since 1982.
Ford Energy Launches DC‑block Utility BESS with 512 Ah LFP Cells
Ford Energy announces DC block utility-scale BESS based on 512 Ah LFP cells #energysky -- via pv magazine usa: https://t.co/4o1RWlnRxN
Distributed Solar and EVs Guard Civilization From Energy Collapse
Deploying large amounts of solar power is our best defense against widespread civilizational collapse scenarios. Right now, most paths to collapse run through collapse of fossil fuel production/distribution (the Mad Max scenarios). Our civilization runs on energy. It's needed for...
Cautious Buyers Offset Global Oil Supply Shock
Astounding🤷♂️ 👉”US-led exports and China-led cautious buying patterns among importers have, in effect, been 💥shielding the world from the supply shock💥 👉“The actions of cautious buyers have therefore exceeded, by 4.1mn barrels a day, the 6.8mn net contraction of seaborne export supply...
KOS Holds Strong: Valued at $5‑$6 via Oil Futures
Excellent post on $KOS. One of my top positions, arguably worth $5-$6 on current oil futures.
War Fuels Fossil Profits, Not Climate Progress
It is pretty important not to be preemptively triumphant about the war doing anything net good for climate, emissions and decarbonisation. The amount of cash fossil fuel companies are amassing right now is beyond belief. They will use that money...
Mihzem Vessel Successfully Navigates Hormuz Strait as Predicted
Exactly as expected in eth tweet below. Here it is. It passed through the Hormuz Strait #Mihzem https://t.co/mosqVLnr6C
India's Coal Plant Boom Outpaces Global Expectations
India: 290* has operational coal power plants, second globally after China (1,195). *Up from 210-240 a decade ago. **One billion people in India do NOT own an automobile and do NOT have air conditioning, so carbon consumption will be MUCH higher in...
AI Workloads Migrate to Spare
What happens when AI queries follow spare megawatts instead of users, hopping between micro data centers at substations? https://spectrum.ieee.org/distributed-inference-data-centers?share_id=9447651
Oil Funds Build Shorts Betting Hormuz Reopening Cuts Prices
Oil funds boost short positions anticipating re-opening of Strait Investors made few significant changes to their aggregate position across crude oil and refined fuels for the third week running as the ceasefire between the United States and Iran remained in place...
US Oil Boom Caps World Prices, Hikes US Gasoline
The emergence of the US as a major oil producer - and exporter - is an equilibrating force in the global shortfall. Good news is that this helps cap global oil prices. Bad news is there's less oil for domestic...
Data Centers Build Their Own ‘Shadow Grid’ Behind Meter
Data centers aren’t running off-grid. They’re running grid-adjacent BTM — grid power supported by behind the meter resources. The “shadow grid” is really a generation layer supplementing the grid,
Ceasefire Uncertainty Dampens Risk, Lifts Dollar, Fuels Oil
Ceasefire is on "Life Support": Saps Risk Appetites, Buoys the Greenback: The uncertainty about the US-Iran fragile ceasefire, which President Trump has said is on “life support” is weighing on risk-taking appetites today. Brent and WTI are up over $3…...
Monthly D4 RIN Generation Pace Needed for 2026‑27 RFS
1. Looking for something to do today before the May WASDE lands? Check out our latest FDD article on the monthly pace of D4 RIN generation that is required to meet the 2026 and 2027 RFS RVOs. ...
Dialogue with OPEC Boosts Global Energy Security Amid Conflict
Productive meeting with @OPECSecretariat Secretary General Haitham Al Ghais in Vienna We discussed the latest developments in global energy markets amid the war in the Middle East and the importance of dialogue and exchanges in support of global energy security https://t.co/gSaCl0O8VS
Iran Expands Strait of Hormuz Claim to 200 Km Radius
MAP OF THE DAY: Iran is claiming a much wider geographical footprint for the Strait of Hormuz than before, according to state media. Tehran says the SoH area goes from the port of Jask in the Gulf of Oman to...
US Surplus Driven by Rising Refined Product Exports
The US imports crude (blue) and exports refined product (red), which is things like gasoline, heating oil and jet fuel. The sharp rise in the US' oil surplus is all about more refined product leaving the country, which helps mitigate...
Silent Qatari Tanker Mihzem Likely Passed Strait of Hormuz
The second Qatari oil tanker heading to Pakistan, Mihzem, which made a U-turn yesterday, has gone silent — no signal for the past 15 hours. It’s possible it has already passed the Strait of Hormuz. If it has, we should...
U.S. and Iran Stuck in Oil‑Fueled Stalemate
Iran has Trump over an (oil) barrel. Quagmire. U.S. and Iran Are Locked in a Stalemate That’s Neither Peace Nor War https://t.co/9XTanI5UgG
WTI Crude Reclaims $100, Brent Near $110
Meanwhile, in the energy markets, WTI crude has reclaimed the $100 level while Brent moves closer to $110. (Data from CNBC.) #economy #markets #energy #oil
Data Centers Must Actively Unlock Spare Capacity with Utilities
This is turning into a game of telephone. Yes, this is true *if* you can unlock spare capacity on the system creatively. This is why data centers weren't a problem historically -- because there was lots of excess capacity on...
Oil Prices Reflect Risk Appetite, Not Objective Truth
Oil markets are not designed to discover philosophically “correct” prices. There are no objectively right or wrong prices Only prices at which counterparties are willing to risk capital. 👇 https://t.co/xWg7iu8iZ5 #Oil #Brent #WTI #EnergyMarkets #Commodities #Iran #Geopolitics #Trading #Futures #Economics
Combining Options Enables Granular Markets and State Hedging
Key insight from @daniel_wolf1 : the options can work together. You can get a more granular energy market (C) with state-overseen economic hedging (A). You can also find more and more interruptible loads of different flavors working with retail regulators...
Oil Prices
What a great night of conversation w/the Midland Wildcat Committee The mood here is understandably more effusive than the rest of the country w/$WTI north of $100/barrel The Q: At what level of prices does enough demand get destroyed to temp the...
DTE Trims Trees for Power, but Tree Town Protests
JUST IN: DTE Energy says its trimmers are keeping the power on, but that's not good enough for the canopy-loving residents of Tree Town.
Qatar Orders LNG Tankers to Disable AIS Amid Tensions
Qatar asks LNG tankers to go dark in new safety measure 🇶🇦⚠️ The directive came this week for vessels within Ras Laffan port, anchorages and port waters to switch off their AIS More ships are masking their location as tension in the...
Hydro, Not Wind‑Solar, Drives Low‑Cost Power
"Renewables make electricity expensive" line doesn't survive contact with data. But neither does claim that wind+solar automatically deliver cheap power. Europe: renewables r = -0.51, wind+solar only r = -0.14. Hydro does heavy lifting. Full analysis soon https://t.co/In5lBaF2ox https://t.co/WFQmPbIjqk
Oil Jumps 3.2% After Breakout Signal
OIL: inflates another +3.2% after the immediate-term TRADE Breakout Signal we gave you yesterday https://t.co/v8XVyzlCnt
Women Lead Climate Justice and Renewable Momentum
Climate action is about people, opportunity and justice and I'm glad that #women are leading the push for renewables and resilient communities worldwide. We must act faster, together, for a cleaner equitable future. Thank you @TIME for recognizing global #climate leadership....
Norway's Renewable Success Contrasts Its Fossil Fuel Exports
Norway runs 98% on renewables, leads the world on EVs & is heat pump king. It's also one of the biggest oil & gas exporters on the planet. TRT made a programme on this inspired by my Substack. Can you claim...
Japan Denies Oil Futures Intervention, Keeps Option Open
Japan has publicly denied it had intervened in the oil futures market Speaking overnight, Finance Minister Satsuki Katayama said Tokyo hadn’t intervened but added the government had never ruled out such an option.
ADNOC Poised to Restart LNG Shipments Post‑Hormuz Clearance
Once Hormuz is passable, Adnoc will resume LNG shipments “within a reasonable time frame" 🇦🇪 🚢 "Do not ask me whether that’s two weeks or three weeks, we simply don’t know. But we’re ready with our ships,” said CFO Peter Van...
EU Energy Leaders Address Market Strains Amid Middle East Conflict
Excellent bilateral meeting with Chancellor Christian Stocker of Austria (@_CStocker) in Vienna We discussed recent developments in European & global energy markets amid the conflict in the Middle East and @IEA's support for countries as they navigate today's challenges https://t.co/sEHkxTcCMh
Oil Firms Profit While Indian Consumers See No Relief
The last three years of low crude prices didn't help Indian consumers (we kept the petrol price the same) Who made money? The govt, and the oil cos. The largest oil retail co, has more than 82,000 cr. in collective profits...
India Already Taxes Windfall Profits on Fuel and Gambling
India's done this already with "super profit tax" on petrol exports when we were able to source cheaper crude from Russia. We've had special taxes on "super normal" profits - from lotteries to gambling for ages.
Key LNG Projects Await Funding While Others Build
Right now, Ksi Lisims (approved 2025) and LNG Canada phase 2 are all waiting for investment decisions. Cedar and Woodfibre are under construction. Kitimat was fully approved a long time ago. Etc. Etc. https://t.co/XV3kAFrJJP
AESC, Jinko Sales Signal US Clean Energy Restructuring
AESC, Jinko’s asset sales are start of wider US clean energy manufacturing industry restructuring #energysky -- via Energy Storage News: https://t.co/5ZSx3Of17f
Markets Price Probabilities, Not Perfect Price Predictions
Some will say the collapse of Brent dated futures is evidence that markets are very wrong about oil prices But markets are not designed to produce “correct” answers. They are mechanisms for pricing probabilities under uncertainty and optimizing near-term profit. Why...
Trina Solar Earns SSI Silver Traceability Certification
Trinasolar module factories awarded silver supply chain traceability certificates by SSI #energysky -- via pv-tech: https://t.co/YcbIT52WDC
Electric Cars Save up to $37,500 over 15 Years
Every 30 miles you drive a gasoline car, you spend $3-5 more than driving the same 30 miles with an electric car. That adds up to $22,500-$37,500 higher fuel cost for the gasoline car driving 15,000 miles per year for...
Australia's Data Centres Face Energy Boom-or-Bust Decision
Australia’s data centre dilemma: Will they bring an energy boom or bust? #energysky -- via Renew Economy: https://t.co/tAxC7CFm9U https://t.co/UX2tbbGgi1
Convert Existing PV Panels Into Efficient PV‑Thermal Systems
How to retrofit commercial PV panels into photovoltaic-thermal modules #energysky -- via pv magazine global: https://t.co/iC8H9kdeB6 https://t.co/bJLRb4GdQx
Domestic Solar and Wind Protect Us; Big Oil Fuels Shortages
BigOil exploits resources and then exports it for profits while domestic supplies spiral towards shortages. In the U.S., solar and wind energy stays here, benefits us, cannot be depleted, and doesnt skyrocket gas prices…
Solar Power Bridges Grid Gap for Expanding Data Centers
Data centers are outgrowing the grid. Solar is filling the gap. #energysky -- via pv magazine usa: https://t.co/FfjzwrYIeb
State Blocks National Renewable Reforms, Widening Energy Policy Split
Energy policy divide deepens as one state withholds support for key national reforms to boost renewables #energysky -- via Renew Economy: https://t.co/DCNhnkGEbW https://t.co/zsSwm9paKJ
Data Centers Threaten Grid Stability, Risk Blackouts
“Data centers are increasing the risk of power outages and blackouts — and electric grid operators aren't prepared to handle it.”
Confusing Ballot Language Likely Swung Ohio Renewable Ban
Confusing ballot wording may have tipped Ohio vote on renewables ban #energysky -- via Canary Media: https://t.co/taxZeNuolH
Brazil Cuts 3.57 GW Solar Permits over Grid Limits
Brazil revokes 3.57 GW of solar permits amid grid connection constraints #energysky -- via pv magazine global: https://t.co/SnsJ1phDbd
RFS Compliance Cost $252 Billion over 2011‑2025
A new paper estimates that, between 2011 & 2025, the inflation-adjusted cost of complying with Renewable Fuel Standard mandates was a whopping $252.1 BILLION: https://t.co/cySLR4azF1 https://t.co/bSKrWj235t
Baiju Bhatt's Space Solar Dream Advances to New Level
I told you about @BaijuBhatt’s new dream to put solar collectors out in space and beam the power back to earth a year ago. He is a cool dude, gave us his expensive car to drive. So happy to see his...