Social•Feb 13, 2026
Evolving Energy Security Toolkit Amid Fragmented Order, EU‑US Distrust
Energy security is high on the @MunSecConf agenda. I’ve been discussing how the toolkit to deliver it must evolve—amid a fragmenting global order, the need to accelerate the clean transition, and a far deeper level of European distrust toward the U.S. than many in DC appreciate. https://t.co/vzF4syiVjc
By Jason Bordoff
Social•Feb 13, 2026
Fast Grid Capacity Gains Through Distributed Battery Flexibility
The real question isn’t, “How do we build more power plants?” It’s “How do we add power system capacity — fast?” That’s a fundamentally different problem. And it leads to a different answer: load flexibility — especially distributed batteries — aggregated into...
By Jigar Shah
Social•Feb 13, 2026
Kuwait Lags UAE in Oil Capacity, Faces $90.5 Break‑Even
Kuwait's production capacity was ahead of the UAE's in 2010. Now it is 3.2 Mbpd versus 4.85 Mbpd Budget break-even is $90.5 per bbl and oil is 83% of the budget https://t.co/1si82Sc7pF
By Robin Mills
Social•Feb 13, 2026
US Emissions Rise While China Leads Renewable Expansion
“But what about China?” is a common excuse people use to reject climate action. Here’s what's actually happening: * As the U.S. expands fossil fuels and blocks new wind & solar, its emissions are edging up. Meanwhile, China’s emissions seem to have...
By Katharine Hayhoe
Social•Feb 13, 2026
Crude Swings on Hormuz Alert, US‑Iran Talks, Venezuela Relief
🛢️ OIL CONTEXT WEEKLY 🛢️ 📈📉Crude prices rise on Hormuz advisory before falling back on the prospect of longer US-Iran talks, with headlines dotted with a flurry of US sanctions relief on Venezuela’s oil sector. Summary below, link to full report in...
By Rory Johnston
Social•Feb 13, 2026
Off‑grid Data Center Mandates Will Backfire on Ratepayers
“The intent is to protect ratepayers. But the second-order consequences of forcing data centers off-grid are far worse than the problem the bill is trying to solve. Off-grid mandates will hurt everyday ratepayers, constrain American infrastructure buildout, and drive up the...
By Jigar Shah
Social•Feb 13, 2026
Key Differences Between OFAC's New GL
This is actually the best way to describe the difference between GL 49 and GL 50 (the two Venezuela-related General Licenses issued by OFAC today)
By Rory Johnston
Social•Feb 13, 2026
Professional Energy Bet After Yesterday’s Red Close
If you were buying more Energy Exposure via $XOP $OIH into a red close 24 hours ago, professionally done
By Keith McCullough
Social•Feb 13, 2026
Notable Absentees Among Firms Granted Venezuelan Upstream Access
Can't help but notice who ISN'T on this list of companies who just gained access to invest and operate in Venezuelan upstream. https://t.co/qrLcy4bd48
By Rory Johnston
Social•Feb 13, 2026
Green Capital Hires Trump‑linked Lobbyist Amid Frozen EPA Grants
👀The Coalition for Green Capital (CGC) retained Checkmate Government Relations to lobby. Checkmate has deep ties to the Trump admin. CGC is among the groups that had billions of $ in Biden-era EPA grants frozen. The filing, to be clear,...
By Ben Geman
Social•Feb 13, 2026
Argus Targets Venezuelan Crude for U.S. Gulf Delivery
This is an interesting oil market transparency development. Argus "will assess three grades of Venezuelan crude oil, Merey, Hamaca and Boscan, for delivery to the U.S. Gulf coast, which Argus said is now the most likely destination for Venezuelan cargoes" https://t.co/RaKzvH53Rp
By Rory Johnston
Social•Feb 13, 2026
Ohio Bill Threatens to Ban Solar and Wind Projects
Ohio lawmakers consider bill that would essentially ban solar and wind projects https://t.co/JJNzVHnE3G via @MotherJones
By Eric Wesoff
Social•Feb 13, 2026
Data Centers Power $12B Transmission Expansion Plan
Total cost for this transmission expansion plan is $12 billion. PJM provides 4 factors driving needs. I read 3 as "data centers." Here's PJM's precise wording --
By Ari Peskoe
Social•Feb 13, 2026
FERC May Issue Interconnection Rule Soon, Not Thursday
FERC could meet the Department of Energy's demand to issue a proposed rule about interconnecting industrial computing facilities any day. But that day will not be next Thursday at FERC's televised meeting.
By Ari Peskoe
Social•Feb 13, 2026
CDR Leaders Urge Proof Over Promised Speed and Scale
This week on @CleaningUpPod I sat down with @RobertHoglund, a towering figure on the thinking/doing front lines of Carbon Dioxide Removal (CDR). He says the sector needs to stop promising "speed and scale" and focus instead on "proving and learning". https://t.co/okASRdLrAK
By Michael Liebreich
Social•Feb 13, 2026
IEA and Egypt Discuss Strengthening Energy Collaboration
Excellent meeting with Ambassador Dahroug of Egypt at IEA HQ in Paris to discuss global energy markets and the strong @IEA-🇪🇬 relationship We spoke about the ways in which the IEA can further support Egypt, a valued member of the IEA...
By Fatih Birol
Social•Feb 13, 2026
Political Gridlock Stalls $22B US EV Investment
"Last year companies canceled $22 billion in planned investments in electric vehicle manufacturing, batteries or critical minerals in the United States...." Political sustainability limits industrial policy efficacy. https://t.co/RROrBFwACq
By Adam Ozimek
Social•Feb 13, 2026
UK Cuts Lynemouth Biomass Subsidies, Mandates Full Sustainability
Interesting – UK govt has signed a new 4yr deal with 420MW Lynemouth biomass plant, capping subsidies at ~1/2 current levels Similar to Drax deal, requires 100% "sustainable" feedstock & pushes Lynemouth towards peaking power https://t.co/l3ItPOgPpk 1/2 https://t.co/JbqhYPZq0p
By Simon Evans
Social•Feb 13, 2026
OPEC+ Faces March 1 Decision on Production Hikes
OIL MARKET: The core group of OPEC+ countries need to decide on March 1 whether to re-start production increases after the Jan-Mar pause. Some members in the group see scope for resuming the monthly hikes, although conversations haven't started yet....
By Javier Blas
Social•Feb 13, 2026
Oil Returns Green, Signaling Bullish Energy Buying Opportunity
OIL: ticks back into the green and remains Bullish TREND @Hedgeye Yesterday was the 1st day where we could start buying some Energy Exposure on red https://t.co/eURgEMfFpO
By Keith McCullough
Social•Feb 13, 2026
Next‑gen Batteries Double Energy, Cement EV Dominance
Anyone betting against EVs is betting on a loser... Lithium Manganese semi solid state battery with 2x the energy density of current Li-ion cells. https://t.co/6nLPvZFsgm Battery tech and electric motors are the new prime mover of the 21st century. And they're...
By Jesse D. Jenkins
Social•Feb 12, 2026
SOLS: Cheap US Uranium Conversion Monopoly Amid Global Shortage
Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday, so I’m also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every...
By Citrini7 (pseudonymous)
Social•Feb 12, 2026
Rising Energy Demand Calls for Cutting Red Tape
This is the important energy graph, not the one showing generation flat. We've had a couple decades of little to no demand growth. But now that we have growing demand again, we must cut the red tape and build.
By Ramez Naam
Social•Feb 12, 2026
China’s Urban Gas Network Reaches 484 Million Residents
China’s residential gas revolution China has connected more than 300 million people living in urban households to the natural gas network since 2010, according to data published late last year by the National Bureau of Statistics (NBS). The number of urban...
By John Kemp
Social•Feb 12, 2026
Price Controls Trigger Chaotic, Uneven Resource Allocation
I'm super excited for my new paper with @ATabarrok and Mark Whitmeyer: "Chaos and Misallocation under Price Controls" During the 1973-74 gasoline crisis, the U.S. had about a 9 percent national shortfall. But that was far from evenly spread out. Over...
By Brian Albrecht
Social•Feb 12, 2026
Utilities Prefer Rate Hikes over Data‑center‑funded Battery Power
Culture change is hard. Utilities like @DukeEnergy would rather raise rates 15% on their ratepayers because they feel forced to pay “$3k/kW” for gas instead of adding 7,200 MWs of batteries paid for by data centers at existing solar sites...
By Jigar Shah
Social•Feb 12, 2026
Investors Dump TTF Gas Futures as Prices Slip
INVESTMENT MANAGERS sold futures and options on the Dutch TTF European gas benchmark for the first time in eight weeks as prices retreated despite inventories well below average for the time of year. Funds sold the equivalent of 15 terawatt-hours...
By John Kemp
Social•Feb 12, 2026
Drones Strike Russian Refinery 1,800 Km From Front
Meanwhile in Russia’s Ukhta. The local refinery keeps getting hit by drones as we speak. 1,800 km away from the Ukrainan border. https://t.co/TZMDIrIIg6
By Illia Ponomarenko
Social•Feb 11, 2026
EVs Use 3‑4× Less Energy than ICE Cars
A reminder: ICE vehicles waste a whopping 80% of energy in their fuel. EVs are propelled by entirely different mechanisms. Energy enters the vehicle as electricity, which directly powers the drivetrain making it 3-4x more efficient. https://t.co/bvBDqWFEwj
By Jan Rosenow
Social•Feb 11, 2026
Trump Proposes Federal Funds to Keep US Coal Plants Operating
President Trump today will unveil plans to use government funding and Pentagon purchases to sustain coal-fired power plants across the US. https://t.co/jQpTFHYb4v
By Jennifer A. Dlouhy
Social•Feb 11, 2026
Colombia Nears IEA Membership After Significant Progress
Pleasure to meet with Colombian Ambassador Luis Fernando Medina at IEA HQ in the lead-up to next week's @IEA Ministerial in Paris We discussed the big step forward Colombia is about to take after its strong progress on the road to...
By Fatih Birol
Social•Feb 11, 2026
BTI Dismisses Solar, Wind While Championing Costly Nuclear
Many got on the make-clean-energy-cheap bandwagon in 2008 and before. But @TheBTI would always claim that most attention had to go to nuclear (which of course did not get cheaper) and belittled solar & wind. No solar champions at all....
By Auke Hoekstra
Social•Feb 11, 2026
Brazil Seeks IEA Membership, New Partnership Ahead
Great discussion with Brazilian Ambassador Sarquis ahead of next week's @IEA Ministerial in Paris in which 🇧🇷 Energy Minister @asilveiramg will take part Looking forward to announcing a new phase in the IEA-🇧🇷 relationship following Brazil's request to become an IEA...
By Fatih Birol
Social•Feb 11, 2026
UK’s AR7 Auction Shatters Record
NEW: UK's "AR7" renewable auction was the biggest ever – more than 50% larger than 2024's record AR7 = enough electricity to offset 3/4 of UK LNG imports Labour's AR6+AR7, combined, contracted more GW than all other rounds put together More: https://t.co/zbwhevxD6T https://t.co/am8sWQuqRd
By Simon Evans
Social•Feb 11, 2026
US Backs Coal Revival as Indonesia Slashes Output
Two major coal developments in the last 24 hours. 1. White House announcing purchases and support to revive the industry 2. Indonesia just ordered the world's largest nickel mine to sharply cut output. They are also looking to cut coal production by...
By Quinn Thompson
Social•Feb 11, 2026
Keynote at Oslo Energy Forum Reunites Leaders
A great pleasure to return to gorgeous Holmenkollen to keynote the Oslo Energy Forum and see so many old friends. And wonderful to reconnect with Prime Minister @jonasgahrstore and EC Energy Director-General @JorgensenJuul https://t.co/OJOwKzWucr
By Jason Bordoff
Social•Feb 11, 2026
Banks Poured $429B Into Steel; Capital Isn’t the Hurdle
"Between 2016 and mid-2023, 354 banks provided $429 billion to the 100 biggest steel producers, suggesting that finding capital isn’t the main challenge." https://www.bloomberg.com/news/articles/2026-02-11/banks-backing-green-steel-fund-false-solutions-report-says
By Akshat Rathi
Social•Feb 11, 2026
Europe Trades Russian Gas for US LNG, Risks New Dependency
“I think Greenland was a wake-up call. There is more talk [in Brussels] about replacing one dependency with another.” This is what I told the Wall Street Journal about Europe’s increasing dependence on US LNG following the end of Russian...
By Jan Rosenow
Social•Feb 11, 2026
USD Soft, JPY Squeeze Persists, Oil Spikes on Iran Tension
$USD is soft ahead of the delayed jobs report. Japanese markets were closed for a national holiday, but the dramatic short squeeze of $JPY continued. WTI is up ~2% as the US-Iran confrontation seems near a climax. ...
By Marc Chandler
Social•Feb 11, 2026
Emerging Economies Drive 80% of Electricity Growth
A new report shows that global electricity demand will increase at an average annual rate of 3.6% between 2026 and 2030. Emerging economies will account for nearly 80% of additional electricity consumption through 2030. More here: https://t.co/ZtTGSlWOMx https://t.co/dw82OPRKGw
By Damilola Ogunbiyi
Social•Feb 11, 2026
Trump's Choice on Iran Deal Drives Oil Risk Premium
A high-stakes meeting indeed. If Trump yields to Netanyahu's demand to push for a comprehensive deal covering Iran's ballistic missiles programme and support for regional proxies, possible outcomes: -- Drawn-out negotiations under the looming shadow of military action -- Higher chances of a...
By Vandana Hari
Social•Feb 10, 2026
Electrification Essential for Canadian Mining to Outpace China
Electrification is Necessary for Canadian Mining to Compete Against China Interview w/David Willick, VP & Regional Leader for Mining, Metals & Minerals, at @SchneiderNA. #cdnpoli https://youtu.be/t--zrQ0SVX8
By Markham Hislop
Social•Feb 10, 2026
Bad Bunny Highlights Puerto Rico Power Crisis at Super Bowl
Bad Bunny’s Super Bowl show had a big message about Puerto Rico’s grid @CanaryMediaInc https://t.co/8osbpJxESm
By Eric Wesoff
Social•Feb 10, 2026
Geothermal: Canada’s Scalable Clean Power Future
Forget Nuclear, Gas, Hydro. Geothermal is the Future of Electricity It's ready to scale and Canada is a global leader thanks to companies like Eavor Technologies. Also, advanced geothermal pairs very nicely with wind and solar. https://youtu.be/auWPh9R0H1Q
By Markham Hislop
Social•Feb 10, 2026
Learn With Me: $2M Insight, Fractional Cost
In 2020, I hired McKinsey to teach me about the global energy transition. I learned a lot, but it cost me more than $2M. After that experience, I decided to build my own internal research project at Social Capital called Learn...
By Chamath Palihapitiya
Social•Feb 10, 2026
Louisiana's Blue Ammonia Gamble Fuels Pollution, Costs
“These plants increase air pollution, they increase global warming...they increase not only energy costs, but total social costs, and so there’s zero benefit — except to the people who are taking the subsidies" Louisiana bets big on ‘blue ammonia https://t.co/3Se0MmNpqO
By Mark Z. Jacobson
Social•Feb 10, 2026
Turkey Energy Minister Discusses Security, Affordability Ahead of IEA Ministerial
Pleasure to meet with Türkiye's Minister of Energy & Natural Resources Alparslan Bayraktar @aBayraktar1 in Ankara We discussed a range of issues, including energy security, affordability, Türkiye’s energy priorities, #COP31 and the upcoming @IEA Ministerial in Paris next week https://t.co/rMjJ5G3L5n
By Fatih Birol
Social•Feb 10, 2026
IEA Discusses COP31 Priorities with Turkey’s Environment Minister
Excellent meeting with Türkiye's Minister of Environment, Urbanisation & Climate Change and #COP31 President-Designate Murat Kurum @murat_kurum in Ankara We discussed the potential priorities for COP31, taking into account previous outcomes, & how @IEA can support 🇹🇷 & 🇦🇺 https://t.co/ixCm0tKJJ4
By Fatih Birol
Social•Feb 10, 2026
Few NARUC Experts Trust Off
I surveyed over 100 people with decision making authority at @NARUC on whether a 100% off-grid natural gas anchored solutiosn could provide 99% uptime (not even 99.9999%). What percent of those experts were confident it was possible?
By Jigar Shah
Social•Feb 10, 2026
IEA Discusses Global Energy Outlook and COP31 with Turkey VP
Delighted to meet with Vice President of Türkiye Cevdet Yılmaz @_cevdetyilmaz at the Presidential Palace in Ankara We discussed key developments in global energy markets, as well as the forthcoming #COP31 in Antalya and how @IEA can help ensure successful outcomes...
By Fatih Birol