Conservatives Expand Refineries, Liberals Shut Them, Fuel Prices Soar
This might as well be a chart of conservative vs liberal politics. Several Pacific nations like South Korea opened vast new efficient refineries while liberal nations and states like Australia and California closed them. And it’s not just gas prices. High fuel costs ripple through everything and drive inflation.
Energy Index Surges 45% YTD, Still Trails Gold
Has the Gold Stud vs. Energy Dud Pattern Changed? The Bloomberg Energy Spot Subindex (BCOMENSP) has been robust year to date, gaining about 45%, getting it to breakeven from 2005. Will the Iran war sustain higher prices, or follow the pattern...
Iran Attacks Tanker, Re‑closes Strait of Hormuz
Busy and chaotic morning in the Strait of Hormuz > handful of ships make it across the Strait this morning > then at least one Indian tanker reports it was attacked by Iran, forced to turn back > Iran declares the Strait is...
Brent Dips Below $100 as Hormuz Conflict Wanes
Dated Brent (white) yesterday fell below $100 for the first time in over a month. There's conflicting headlines on the Strait of Hormuz, but the direction of travel is clear: this war is basically over. Both sides - for different...
Futures Shift Risk; Physical Oil Now Scarce
Futures markets transfer price risk & price expectations months to years ahead Physical barrels price scarcity now Paper supply is unlimited. Physical supply isn’t. Any questions? https://t.co/STPJkffl5A #Oil #EnergyMarkets #CrudeOil #Commodities #Trading
Iran Shuts Hormuz Strait, Threatening Global Oil Flow
‼️ HAPPENING NOW: Iran closes the Strait of Hormuz again after US refuses to end blockade. Global oil supply route could be at risk again https://t.co/yrGUN6Izcw
Iran Vows to Keep Hormuz Closed Amid US Port Blockade
Iran has rowed back on its decision to reopen the Strait of Hormuz, warning that it would continue to block transit through the hugely important waterway as long as the U.S. blockade of Iranian ports remained in effect.
Chile's Renewable Surge Overtakes Fossil Power
In just over a decade, Chile went from no utility-scale wind or solar at all to having more electricity from these sources than from all fossil fuels combined: 2000: wind+solar provided 0% of Chile's electricity, fossil fuels 45% 2025: wind+solar 36%, fossil...
Hormuz Oil Flows Too Low to Impact Markets
Bottom line on Hormuz tanker traffic The Signal: Not enough oil is moving to make a difference Whether the few making transit are sanctioned or not is noise
Signing Boosts Nigeria’s Energy Projects Under Mission300
At the #WBGMeetings, I joined @bosuntijani, @IFC_org and partners for a ceremonial signing to support energy projects in #Nigeria. Nigeria is a priority #Mission300 country, and the DARES programme and IFC’s private sector-led approach will be key to accelerating impact. https://t.co/yePmbqeqNj
Physical vs Financial Oil: Why Prices Diverge Globally
WEEKEND READ: What is the price of oil — the real one? My attempt to shed light into the PHYSICAL and FINANCIAL oil markets, and why you can pick up a barrel of crude for $78 in Kansas or $286 in...
Mixed Traffic Persists as New Iranian Lanes Dominate
Strait of Hormuz observations: 1) Clearly, there's some movement: ~10 LPG / products / oil tankers are crossing (but includes dark fleet) 2) At the same time, other oil tankers have stopped after approaching 3) All the (vissible) traffic is via the...
CATL's Battery Delivers 12‑Minute Charge, 1.8M
Charge in 12 Minutes. Drive for 1.8 Million km. CATL Just Changed #EVs by @IntEngineering #Innovation #Sustainability #CleanEnergy #Technology https://t.co/av6jYJVUNE
Google Declines Comment on Natural Gas, Clean-Energy Strategy
"Asked by Axios last week at an energy conference in Houston about how natural gas jives with the company’s clean energy goals and overall strategy, Google’s head of advanced energy, Michael Terrell, said: “We don’t have anything to say on...
Oil Price Slump Fuels Tech Rebound, Says Ray Wang
MyPOV: Oil price drop 'great news' for for tech rebound: R 'Ray' Wang Catch the live interview on @foxbusiness @varneyco @SimonettiLauren https://t.co/5VHnaItqdN
US Renews Russian Oil License, Boosting Putin Amid Iran War
Having said two days ago that the U.S. wouldn’t renew a general license easing Russian oil sanctions, the @USTreasury did exactly the opposite: renew it. Vladimir Putin keeps benefiting from the U.S.-Iran war: higher prices and American sanctions waivers. Double...
China Uses Humanoid Robots for Power Grid Maintenance
China Deploys Humanoid Robots To Maintain Power Grid | Future Of Energy https://t.co/TnqjCgv6ye via @YouTube #electricity #energy #powergrid #humanoidtech #humanoid #robot #Robotics #AI #TechRevolution #TechInnovation #ArtificialInteligence #PhysicalAI @lexfridman @KirkDBorne @Ronald_vanLoon @erikbryn @antgrasso @sallyeaves @Nicochan33 @HaroldSinnott @mvollmer1 @marcusborba @CatherineAdenle @vinod1975 @YuHelenYu @ingliguori @fogoros...
IRGC’s ‘Open’ Hormuz Is Extortion, Not Access
IRGC grants Hormuz permission, writes @Amena__Bakr That’s not “open.” That's a crime family extortion racket. #Hormuz #OilMarkets #EnergyCrisis #Geopolitics #Chokepoints #GlobalTrade #Maritime #RiskPremium https://t.co/yBGb7oTJma
Australia’s Energy Minister Stays Home Amid Fossil‑fuel Phase‑out Fallout
Australia's energy minister is skipping global meetings on accelerating the phase-out of fossil fuels because he has to stay in Australia to deal with the fallout from not phasing fossil fuels out fast enough.
Six Weeks Redefined the Global Energy Landscape
The Six Weeks That Changed the Global Energy Economy #energysky -- via Heatmap News https://t.co/X0yljDlDR2 https://t.co/jb6qgak7hJ
Latin America's New Oil Supply Offers Marginal, Uneven Boost
Latin America's new supply matters at the margin but it's hardly a "boom for energy security" It arrives slowly, unevenly & with plenty of political uncertainty It also has substantial oil quality mismatches for refineries https://t.co/JTh0Pvf1pH @SantiagoAuFund
Switzerland Targets 40 GW Solar Capacity by 2050
How Switzerland plans to integrate 40 GW of solar by 2050 #energysky -- via pv magazine global: https://t.co/FTMZflpQAl https://t.co/7z6NTyODb9
Backwardation Stalls Shale Drilling Despite Price Spike
Shale isn’t chasing the spike because the curve says it won’t last, writes @Ole_S_Hansen Backwardation limits hedging, so producers can’t lock in returns No price certainty, no rush to drill. #OilMarkets #Shale #EnergyCrisis #Geopolitics
Oil Markets Misread Headlines; Actual Flow Constrained
Markets trade headlines. Reality trades barrels, notes @AlaliQasem “Open” doesn’t mean flowing—logistics, damage, and depleted inventories are the reality #OilMarkets #Hormuz #EnergyCrisis #Geopolitics https://t.co/ApFoZyc4l8
Toyo Targets Texas to Build Policy‑Proof Energy Supply Chain
Toyo centres US efforts in Texas as it looks to build policy-proof supply chain #energysky -- via pv-tech: https://t.co/zAmfCJK0Da
California's Community Solar Bill Blocks New Projects
California community solar proposal ‘virtually ensures’ no new projects #energysky -- via pv magazine global: https://t.co/qcxE2RCSpl
Solar Specialist Expands with 27 New Projects After EnergySky Acquisition
Small solar and battery specialist adds another 27 projects as it buys up competitor #energysky -- via Renew Economy: https://t.co/WAMH24iKIV https://t.co/PbgmeESrQB
IoT Advances Make Solar Water Cooling Commercially Viable
Internet-of-Things could bring solar module water cooling closer to commercial viability #energysky -- via pv magazine global: https://t.co/2fLmWs7pqf
Ships Avoid Hormuz Despite Trump's Claim of Openness
Trump says Hormuz is open. He lies a lot. When ships approach the Strait and then turn back en masse, believe the data, not the liar. #Hormuz #Oil #Iran #Shipping #Geopolitics
Wood & Co to Deploy 145MW BESS in Nordic Markets
Investor Wood & Co engages partners to put 145MW of BESS into Nordic electricity markets #energysky -- via Energy Storage News: https://t.co/ofG9ikzw83
Crude Prices Shift; Everything Else Stays Unchanged
Nothing fundamentally changed today… … except the price of crude, which is a pretty important thing.
Battery Storage Surge Fuels Global Energy Security
Stunning growth of battery storage puts it at centre of global energy security needs, for cars and for grids #energysky -- via Renew Economy: https://t.co/JQDm2qARdW https://t.co/fJNmnFvMKY
US Nuclear Industry Set for Revival Amid Energy Surge
JUST IN: The US nuclear sector is poised for a revival as energy demands surge.
US Researchers Achieve 24.3% Efficiency with Copper‑Contacted TOPCon Cell
U.S. scientists build copper-contacted TOPCon solar cell with 24.3% efficiency #energysky -- via pv magazine global: https://t.co/GKPxxSeXDV https://t.co/iuc8RgVcJj
Strait of Hormuz: Conflicting Claims Leave Everyone Guessing
The Strait of Hormuz situation is impossible to follow. Is it open? Is it closed? Iran threatens to close it. The US threatens to open it. Wait, now the US says it will close it. Now Iran says it's open....
Traders Wager $760M on Oil Dip Before Hormuz Reopening
"...around 20 minutes before Iran's foreign minister announced on Friday that the Strait of Hormuz was open" Traders place $760 million bet on falling oil ahead of Hormuz announcement https://t.co/CGzgaSsWa9
Tighter FEOC Rules Heighten Solar Tax Credit Risks
Solar developers face high-stakes tax credit risks as FEOC rules tighten #energysky -- via pv magazine usa: https://t.co/8lZmxwH24k
Sweden’s Helsingborg Leads with Ultra‑Cheap Dynamic Power
Sweden is simply so next level Helsingborg 📍 #alwaysbecharging #MOREPLUGS ⚡️⚡️⚡️ #einride photos: Thorsten Bunz € 0,50/kWh by the time you read this early afternoon :) #dynamicpricing #monta https://t.co/LMcEHrNLRs
Clarifying Conflicting Iran War Deal Reports with Hochstein
Today was a head-spinning day trying to understand conflicting reports about whether a deal had been struck to end the Iran war & reopen the Strait of Hormuz. I sat down this afternoon with @amoshochstein to talk through what we...
BESS Attractiveness for M&A Explored at Energy Summit
VIDEO – Energy Storage Summit 2026: How attractive is BESS for M&A? #energysky -- via Energy Storage News: https://t.co/AAtsgcK6vP
Iran Conflict Destabilizes Eastern Mediterranean Gas Sector
The Iran war has disrupted Eastern Mediterranean gas production, exports, and development, threatened regional energy infrastructure, and increased political and investment uncertainty. /1
State Threatens to Intervene over EV Charging Tariffs
State to “step in” if regulator and network fail to remove EV charging “handbrakes and sort out tariffs #energysky -- via Renew Economy: https://t.co/TnXmAWWV3C https://t.co/qdFWboEvmI
Oil Industry Reality Checked Against Landman Scenes
We recorded two episodes today about the general state of the oil industry and half the questions were me asking about various scenes in Landman and asking how realistic they were
New Tech Cuts Silver Use in TOPCon Cells Tenfold
New tech reduces silver use in TOPCon solar cells by a factor of 10 #energysky -- via pv magazine global: https://t.co/bWZdpaj0ge
War on Iran Pushes US Gas Prices Above $4 per Gallon
Thanks to the US-Israeli war on Iran, prices at the pump have JUMPED by $1.15. The national US average just hit $4.13/gallon. US-ISRAELI WAR ON IRAN = CREATING AMERICAN PAIN AT THE PUMP. https://t.co/2D7sRK3hnJ
Oil Dips, but Hormuz Ceasefire Keeps Markets Wary
Oil prices are falling, but don't celebrate at the pump just yet. The Strait of Hormuz is "open" — for now. We're 5 days into a 10-day ceasefire. A lot can still change. https://t.co/RUshSF8tJh
Oil Prices Plunge as Iran Claims Hormuz Open
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude prices cratered and term structure flattened on Friday following Iran’s declaration that Hormuz is “open” despite the fact that little traffic has actually managed to cross the Strait today. Summary below, link in...
Long‑term Grid Needs Highlighted; Robin Millican Shines
What @JaneAFlegal said. 💯👇. (Both the part about longer-term needs of the grid—and the brilliance of @RobinMillican.)
Rosneft Reroutes Oil to Tuapse After Novorossiysk Attack
“Rosneft is diverting oil supplies to the Tuapse refinery from the Black Sea port of Novorossiysk after the terminal, which handles roughly 14% of Russia's crude exports, was heavily damaged in a drone attack, three sources said on Monday. A Ukrainian...
PowerSecure Launches Solar‑storage Project for Wyoming Co‑op
PowerSecure to build solar and storage project for Wyoming utility co-op #energysky -- via Solar Power World: https://t.co/vT09ge7jDo