
The headlines around Iran and the Strait of Hormuz are flipping daily, which is keeping #oil volatility (realized and implied) elevated. Meanwhile, the Brent-WTI spread has jumped back near its highest in 3 years. https://t.co/h3S81SQWjn

UK data centers (>10MW). NESO estimate they use ~2% of UK electricity. For context boiling kettles for cups of tea in the UK probably consumes about 0.5% of the countries electricity. Source: https://t.co/3hbIJFXKPb https://t.co/Gs547vtFpk
NEW ANALYSIS: North Sea “drill baby drill” would cut bills by just £16–£82 per year, and only if tax revenues are redistributed. A fully renewable UK could save households up to £441 says @TheSmithSchool https://t.co/c0kut9thNb

Thrilled to share that I’m a co-author of a newly published paper in Scientific Reports — a Nature Portfolio, Q1-ranked journal — highlighting the power of AI-driven innovation in sustainable energy systems. Our paper, “Deep learning enhanced prediction framework for bio...
#Mission300 aims to connect 300 million people in Africa to electricity by 2030. The initiative is #PoweringAfrica through a combination of expanded power grids and off-grid solutions. To date, 44 million people have been connected to electricity. https://t.co/pRD9VwxcHd https://t.co/ZlY8DI1xmi
Europe’s power market is facing its first serious geopolitical stress test since the 2022 energy crisis — and, so far, it’s holding up https://t.co/WDK45R81DQ

CHART OF THE DAY: US retail average diesel prices have topped the $5-per-gallon barrier for the 2nd time ever. That’s freight inflation — and another big hit to the country’s farming economy (and it has received many hit since...

🇺🇸 The year-to-date increase in US gasoline prices is now larger than in 2022. https://t.co/2FtHzNrQpA
[MUST READ] IMO chief says convoys are not a long-term or sustainable solution to re-open Strait of Hormuz: https://t.co/5RH72OviGI

The Nordics understood early on that fossil fuel dependency comes with a price: price volatility. They moved full speed ahead on electrification of heat starting decades ago. Today fossil fuel use for heating has dramatically fallen. https://t.co/aFYP7K8RAg https://t.co/k1Gz1747qb
Rising cost of fuel already an interest‑rate rise on households and businesses Higher Aus interest rates don’t fix inflation from rising oil prices, nor tax oil companies gaining a windfall. Who in Aus pays the price? Those who can least afford it https://t.co/6qbQujyqgg
Crude oil prices ticked down after Iran said the Strait of Hormuz is open to all but its "enemies", lifting stocks and pulling down the US dollar. Is the crisis ending? #oil #IranWar #stocks #dollar #macro #trading https://t.co/1OST27OxI9
Pakistan’s rapid adoption of solar power in the past few years is helping cushion the impact of a surge in fossil fuel prices due to the Middle East war https://t.co/4eyTCuM5KW
The Iranians ramped the price of oil, forced OPEC to shut in a bunch of barrels, and are still shipping theirs with no issues… Seriously, tell me the boys at Vitol aren’t watching this move in awe…🤣
India- and Pakistan-owned ships transit Strait of Hormuz ▶️Iranian-linked tonnage still dominates Hormuz transits ▶️Attacks on shipping are succeeding in halting crossings ▶️Eastbound transits prevail westbound journeys ▶️US ‘fine’ with Iranian tankers sailing through Hormuz to ‘supply’ the rest of the...
China-linked Hormuz transits retreat to shipping’s opaque fringes ▶️China-linked traffic through Hormuz has slowed sharply after recent attacks, with transits largely confined to an opaque bulker and one sanctioned VLCC ▶️Mainstream Chinese state-owned tanker fleets continue to stay out, citing safety, insurance...
India talks with Iran on safe Hormuz passage for up to 30 ships Vessels carrying LNG, LPG and oil earmarked to follow the voyages of two VLGCs https://t.co/3X81uYIrqD

A drone strike has set the Shah natural gas field ABLAZE in Abu Dhabi. US-ISRAELI WAR ON IRAN = IRANIAN COUNTER-ATTACKS = LOTS OF COLLATERAL DAMAGE. https://t.co/VBVzVrAIDg
Had a great conversation with @KYRRadio and @pineconemacro about oil markets and Iran War. Check it out: https://t.co/n3LlJdESeO
Here’s why high oil prices are hitting places like the Philippines a lot harder than others (net energy importer, deregulated, very weak currency, relatively low income) 🔉on https://t.co/qMgihHYgGD
I am normally not a big fan of conspiracy theories to explain market phenomena. But #Brent futures slid from an intraday high of just over $106 to settle at $100.21 on Monday. The only “explanation” I can find is “because some...
The issue with Asia and the Middle East is that our refineries are built to refine sour crude. But not all refineries are created equal. India and South Korea stand out in having refineries that can do both heavy and...
Not only are there guaranteed to be prolonged periods with almost no sunlight reaching solar panels, but solar panels can be rendered totally dysfunctional by snowfall. Solar is fuel savings, not reliable energy.
World events have thrust energy security & diversification of supply to top of the global agenda. My talk about the issues that will be in sharp focus when global energy leaders gather for our @CERAWeek conference next week. @CNBC @PowerLunch...
Iranian Foreign Minister: “Any claim to the contrary appears geared solely to mislead oil traders” 😅 There’s a whole battle of the jawbones happening on top of the acute physical market disruption.
"The widespread adoption of solar and batteries kind of serves as a hedge or a protection sort of against these price shocks that the fossil fuel markets are very vulnerable to globally," Nabiya Imran, Pakistani think tank Renewables First https://t.co/ELRMpiHyZb
Lots of attention on the GCC - but as drones hit the Majnoon field, what does the war mean for Iraq? A very dangerous time ahead https://t.co/nO2Yr3HQde @ColumbiaUEnergy
Did fake comments sink SoCal clean heat rules? Advocates want answers. #energysky -- via Canary Media: https://t.co/OxeMDOg9j3

I am debating putting this into the BCA Hormuz Crisis dashboard... for the "it's all connected" crowd... Thoughts? https://t.co/d3bt7kTRvZ

VCs used to have opinions on startup metrics Then we became experts in epidemiology Then we mastered central bank interest rates policy discussions Today we will educate you in all things Straight of Hormuz, oil prices and middle eastern naval strategies...
Some Ships Are Eastbound and Down from the Strait of Hormuz | March 16, 2026 1⃣Star Gwyneth Sails Through 2⃣Greek Tankers Set to Run 3⃣Iran May be Verifying Ships 4⃣Allies Rebuff Trump Request for Escorts 5⃣Has Iran Gained Control of the Strait? Video: https://t.co/ztLPpT7oYf https://t.co/iwTzLQlwoa
Yet another piece of news that is bullish crude (and bearish economy and stock market)

How Australia’s most populous state can quit household gas, while also cutting electricity demand #energysky -- via Renew Economy: https://t.co/pSbH1xQsCu https://t.co/seOVh4e7R4
Water-spray cooling can improve PV module efficiency by 28% in arid environments #energysky -- via pv magazine global: https://t.co/KXGVO7eHU2

Either Iran is holding back capacity in order to threaten Hormuz and Gulf energy production... or... https://t.co/JSjToWxeDQ

Rise of the “big orange blob”: Australia’s biggest batteries change the game in its largest isolated grid #energysky -- via Renew Economy: https://t.co/WCggzlItu8 https://t.co/2eMjxUbYnX
This shows clearly that South Pars gas field on the Iranian side is operating pretty normally while nearly all the North Field on the Qatari side is shut down, just the domestic gas production probably still running
Solar powers virtually nothing, let alone India. It is a fuel saver for reliable power sources that depends on reliable power sources.

People on the move: Arevon Energy, American Clean Power, and more #energysky -- via pv magazine usa: https://t.co/5mQqcZcj4v https://t.co/bfdpSErnrt
What can a fictional scenario teach us about real-world grid security? Explore how GridEx is shaping the future of utility protection. https://spectrum.ieee.org/power-grid-attack-gridex-drone?share_id=9258752
Japan’s 27th solar auction concludes with average final price of $0.029/kWh #energysky -- via pv magazine global: https://t.co/DacJieiCix

Chris Wright: ‘There’s No Guarantee’ Gas Prices Will Come Down #energysky -- via Heatmap News https://t.co/5uYwIoPK6a https://t.co/dvezbMMNE9

The same anti-fossil-fuel politicians who spent the last decade sabotaging our electricity supply are now saying we should sabotage demand through a data center moratorium. How about instead we abandon anti-fossil-fuel policies so supply can meet demand and we can be...

“Arguably a world first:” Historic solar thermal plant lines up for heritage listing #energysky -- via Renew Economy: https://t.co/gV4sHAz34z https://t.co/AuGPz9qbo9

RheEnergise is storing electricity generated by renewables by pumping High-Density Fluid to a high reservoir, then releasing it to generate energy later. Their pilot project has reached a peak power production of 500 kilowatts. https://spectrum.ieee.org/pumped-hydro-storage-rheenergise
And then there’s this. Use what we already have when it comes to North Sea oil.
Well that’s one way to Make Venezuela’s Oil Great Again…by shutting traffic in the Strait of Hormuz and pushing oil prices into the $90s and $100s https://t.co/0dXdhaPaQ6

"Shipping Insurance Costs for Hormuz Passage Surge After Vessel Attacks" https://t.co/Aq3e4lGXyX "Details of a plan for the US International Development Finance Corporation to help insure tankers are still unclear." https://t.co/mC9xKl2B7o
#Cuba’s electric grid suffered a total power failure Monday as the island nation struggles with fuel supplies amid a de facto US oil blockade to pressure the communist government. https://t.co/5NRxiUILHa
Lots of pessimists are hanging their hat on Iran being "tough" and "resilient." And yet, there are rumors all over of IRGC essentially letting VLCCs go through... for a fee. Hormuz is either shut or it is not. You're not...