Solar Production Now Outpaces Global TV Set Output
More solar making electricity than TV sets using electricity Look where we are today The world now makes seven times more solar panels than TV sets Look at the surge from 2020 as China ramps it's domestic installation rate https://t.co/eKt7fjddvp
China Stockpiles Cheap Russian Oil; India Overpays
China's Q1 Russian crude imports hit a record high — way above past levels. Thanks to Indian refiners yielding to Trump’s pressure and cutting back, Beijing was stockpiling that oil on the cheap. Is this important? Yes, China is energy-secured. India...
India Switches to Yuan for Iranian Oil Purchases
This reported now in BT but the news several days old. We discussed it in the Daily Energy Report: Iran set the conditions for LPG and oil imports. Desperation is relative. India settles Iranian oil...
US Expands Energy
I have to admit it — it genuinely scares me when my predictions turn out to be right U.S. seeks bigger energy foothold in India.
Solar Tops 2025 Additions; Wind Growth Accelerates
Solar leads global additions in 2025 as wind growth accelerates #energysky -- via pv magazine global: https://t.co/AU8YQxxDKA
Brent Drops $4.80, Sliding Below $91 This Week
Brent futures price fell $4.82 from $95.20 to $90.38 week ending April 17 This too shall pass #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/JxUzi7LcJW
WTI Crude Plummets 13% as Trump Misstates Hormuz
WTI futures price fell $12.72 (13%) from $96.57 to $83.85 week ending April 17 Trump's Thursday lie about Hormuz being open will backfire on Monday #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/m98itzORTg
Texas Aims 430% Renewable Demand Surge by 2032
Texas just dropped a bomb: it is forecasting a staggering 367GW of demand by 2032, a 430% increase - and 2.3 times larger than the peak demand of the entire country of Japan We are witnessing the birth of some...
Oil Near $200, Likely Stays Until Crash
Just to be safe you assume oil prices can never get to $200 @awealthofcs Just to be safe, I'm going to assume you are an energy blind idiot Prices already are at or near $200 on the cash market. And there's...
Balancing Oil Markets May Require Global Recession, Sparks Crisis
Feels like the only way to bring finished goods markets in oil/gas in balance is a Global Recession. Massive humanitarian crisis.
Iran Threatens to Target Oil Exports or U.S. Blockade
Iran could respond by destroying oil export infrastructure says @KellyAlspals Or it could just destroy the U.S. blockade
Trump Claims New Hormuz Crisis, but It's Ongoing
"Trump convenes Iran situation room meeting amid RENEWED Hormuz crisis" What "RENEWED" Hormuz crisis? @BarakRavid It's the same crisis that never went away Trump just said it had. But he lies all the time. https://t.co/Uge7GBXLqX
China Builds World's Largest PV‑CSP Hybrid Plant
World’s largest PV-CSP plant under construction in China #energysky -- via pv magazine global: https://t.co/fJTjiGTQmA https://t.co/Yl2K8gCI8K
Strait Disruption Could Drop 2026 Oil Demand Below IEA Forecast
The @IEA projects that the world would use ~104 million barrels per day in 2026. With the disruption in the disruption in the Strait we are already predicted to go down to an average of 100mbpd for 2026-- maybe lower.🧵
Finally Met Giovanni: Best Oil News Source Live
Finally meeting @staunovo in the flesh for the first time after countless years on here parsing the latest oil market news or data releases. Literally no better oil (and broader commodities) news feed than Giovanni on this platform. https://t.co/EtsLp3Q6nP
US Startup Launches Affordable Plug‑In Home Heat Pump
U.S. startup debuts low-cost, plug-and-play indoor heat pump for residential use #energysky -- via pv magazine global: https://t.co/gb8N1baGyA
Iran Retains Enough Drones, Missiles to Threaten Hormuz Shipping
NYT: “Iran still has about 40 percent of its arsenal of attack drones and upward of 60 percent of its missile launchers — more than enough to hold shipping in the Strait of Hormuz hostage in the future.” https://t.co/o1CminSZqF
U.S. Energy Policy Must Balance Speed, Cost, Reliability
Since 2020, the private sector has preferred wind and solar power with federal incentives. These sources with batteries have dominated recently, accounting for 90% of all new capacity, largely credited for saving the Texas grid. Nuclear power offers a different set of...
Iran’s Guards Reopen Hormuz Strait, Signaling War
As the Revolutionary Guards close the Strait *again*, call it what it is: the War of Hormuz https://t.co/9AxxrTbfMK @agbinews
Microreactors Go Public, Target $1/kWh with Military Orders
These are microreactors and they are all going public… @oklo @RadiantNuclear Valar Atomics Aalo Atomics Antares Nuclear They start at $1/kWh and will need orders from the US Military bases to scale up production and get costs down to something reasonable.
China’s EV Surge Fuels Bullish Lithium Outlook
China’s EV production capacity: >20 million vehicles/year Actual EV production (2024): ~12.9 million China exported >1.2 million EVs in 2024 Everyone should go long Lithium…
Physical‑sector Stocks Must Dominate the S&P, New IPOs Needed
Such a good episode from @ArjunNMurti. Some comments from my side. I totally agree that the physical world (energy, mining, industrials) have to be a much bigger part of the S&P. I think that requires more companies to go public....
Solar PV Capex Projected to Hit $192/kW by 2050
Solar PV Capex could fall to $192/kW by 2050 #energysky -- via pv magazine global: https://t.co/AQ9uTK6EVs
US Oil Exec Would Slash Capex Amid Hormuz Price Gap
If I was a US oil exec witnessing how Hormuz’s closure for 7 weeks (& counting) has left US oil prices far below global prices while E&P stocks (XOP) have underperformed SPX since March 2, I’d cut 2026 capex, lay...
Akaysha Partners with Copenhagen Energy for German Mega‑scale Battery Storage
Akaysha inks deal with Copenhagen Energy for ‘mega-scale’ battery storage projects in Germany #energysky -- via Energy Storage News: https://t.co/Mt14pSVfwS
Wholesale Diesel $2 Cheaper—Truck Stops Won’t Pass Savings
The spread of retail to wholesale fuel is almost $2.00 a gallon. This is the second-highest spread we have ever measured. What this means: Large carriers buy their fuel on wholesale rack arrangements and pay a floating index price (OPIS)....
Elasticity Fuels Wild Commodity Bull Market
A top bull market in commodities is elasticity. The front US natural gas future made an up about 100% to down 30% round turn in 1Q. Crude oil may be next. https://t.co/f9xXlI5GLv
Solar Surge: Pakistan Leads, Africa Booms, Yet Untapped
Pakistan is now generating most of its energy via solar. Solar is exploding across Africa. For context we are only using one ten-thousandth of the solar energy that hits earth right now.
Dust Storms Curb Southern Europe's Solar; Central Europe Leads
Dust, storms drag southern European solar as central regions outperform in March #energysky -- via pv magazine global: https://t.co/pP23TB8i4Y https://t.co/7XDZAUjEhK
Iran Shifts Tactics: Stock Manipulation Over Oil, Gunboats Attack
Can Iranians be pumping and dumping stocks instead of oil? Iranian gunboats fire on tanker after Strait of Hormuz closed again.
Pennsylvania Turns Abandoned Wells Into Renewable Geothermal Power
Pennsylvania has up to 750,000 of inactive oil and gas wells. Now the state will use some of those wells to build a clean, renewable electricity source, enhanced geothermal. https://t.co/SGBLc8g4ck More on EGS https://t.co/yt6XQ52tPW
Bipartisan Corn Ethanol Support Harms Economy and Environment
I feel like the ongoing bipartisan support for corn based ethanol is bad economically and environmentally and should end.
Tesla's Sub‑cent Per‑mile Claim Ignores Real Costs
--it's a choice at this point to continue posting nonsense. --tesla owned charging infrastructure would cost less than 1c per mile when amortized. $TSLA --here is a link to the model and you can adjust the assumptions https://t.co/P0lhVlfDYw https://t.co/G0pGeXnA12
Synergy Proposes 1GW Tathra Wind Farm with 500MW BESS
Synergy submits 1GW Tathra Wind Farm with 500MW BESS to Australia’s EPBC Act #energysky -- via Energy Storage News: https://t.co/Xa0MJI4rHz
Iran's New Maritime Regime Undermines “Open Hormuz” Claim
Hormuz is anything but “open”, like I said yesterday during market hours. Fresh Attacks Shatter ‘Open Hormuz’ Narrative as Iran Pushes New Maritime Regime https://t.co/7PMz5tYFgd
Solar Powers 75% of Renewables, Nearing Half Global Capacity
Renewables just hit 49.4% of global electricity capacity. 5.15 terawatts. Solar drove 75% of the new additions. Some people thought it was impossible.
Smart Grids Could Cut Bills 10%—Will Politics Allow?
Communities are pushing back on data centers—and they’re right. Utilities raised budgets 40% for AI capacity we can’t find chips for. We could cut bills 10% with smarter grids, batteries, and flexible data centers. Tech exists. Political will doesn’t—yet https://t.co/3SbcUY9uZs
Oil Prices Likely Stay Above $80 Amid Iran Conflict
$USOIL - Closed the week below the 10 week MA confirming that it made an intermediate term top in early March. Crude oil prices are likely to remain elevated(above $80) as long as the conflict with Iran isn't solved. https://t.co/BicUp8rpN4
Iran's Hormuz Control Threatens Global Energy Security
Security of Global Energy System Hinges on Iran If Iran asserts sovereignty over the Strait of Hormuz, the dominoes begin to fall as other supply chokepoints are contested. PS - This morning, Iran resumed control of tanker traffic in the Strait #iranwar https://markhamhislop.substack.com/p/security-of-global-energy-system
New Mexico Wind Project Powers California, Boosting 100% Renewable Goal
Largest renewable project in U.S. history - 3.5 GW of wind in New Mexico - begins delivering power to California and Arizona. @CaliforniaISO has taken operational control - will count as in-state wind Will speed up California's push for 100% WindWaterSolar https://www.eenews.net/articles/largest-us-renewable-project-begins-generating-electricity/
33 Saudi Crude Tankers en Route From West to Asia
In addition, there are currently 33 oil tankers at sea — mostly VLCCs — carrying Saudi crude from Western ports to Asian countries.
Iran Tightens Hormuz Control as Trump Threatens Bombing
With the US refusing to lift its blockade of the Strait of Hormuz, Iran has responded. Iran will now maintain “strict control” over the Strait. With that, Trump has thrown more fuel on the fire: “We’ll have to start dropping bombs again.” https://t.co/ZrwqjtoLFw
Winter Oil's -5% Slide Is a Significant Move
Heard some folks assert that later-dated oil wasn't down as much as the prompt. Well, of course.. you'll almost NEVER see 6-month and beyond contracts change as much as the front month. In reality, -5% on winter oil is a large move....
Massive Ship Breakouts Signal Rising Tension in Hormuz
🚨STRAIT OF HORMUZ🚨 Lots of action on 17-18 Apr 1️⃣Cruiseship Celestyal Discovery Breaks Out 2️⃣Large formation of ships head to Strait to depart the Gulf but Divert 3️⃣Wave of tankers breakout 4️⃣Cargo Ships follow but they are turned around; possibly fired upon 5️⃣Cruiseships breakout via southern...
Puerto Rico Greenlights Aggregated Residential Storage Pilot
Puerto Rico approves aggregated residential energy storage motion from Tesla, Sunrun, and SunStrong #energysky -- via Energy Storage News: https://t.co/TI9aIg2i25
China’s Electrification Shields It From Oil Price Shocks
China's electrification bet is paying off. Electricity now accounts for 30% of its energy consumption - 50% higher than US or Europe. With 1/3 of global renewable energy capacity installed, China is structurally more insulated from rising oil prices than most...
Iran Shuts Strait Despite Markets Being Closed
Weird for the Iranians to close the Strait again today. Don't they know financial markets are closed? https://t.co/FumsjlfJjH
Fixing Oil Needs Money, Time, Not Just Opinions
To repair the oil industry you need 💰 and time. Epic discussion with @Rory_Johnston on Facts vs Feelings. https://t.co/I7Ba5juC0L
China Shifts to Pipelines After Hormuz Crisis
Watch this space. One of the main outcomes of the Hormuz crisis is Chinese focus on pipelines.
Trump's Iran Blockade Tests Strategy Ahead of Xi Summit
Trump naval blockade of Iran ports—who provide oil to China. Will and how will the Iran war and blockade play in his meeting with Xi? Strategy vs reactionary.