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Energy Social Media and Updates
Energy Pulse
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Daily
Every morning
Weekly
Tuesday recap
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...
“Brilliant economics”: Offtake deal seals delivery of Australia’s biggest solar-battery hybrid project #energysky -- via Renew Economy: https://t.co/hURGK7srcY https://t.co/QoJiVH90r5
Today marks the second Monday in a row where - after a weekend with lots of alarmist talk about how high prices will go - Brent has fallen. That tells you a big risk premium is priced and it's not...
Well, Iran finally managed to hit an oil field. Stay tuned for how much damage and how much production may be offline for how long
Even the chief of UK Renewables sees the case for continued UK investment in North Sea oil and gas. https://t.co/vt512DuEz7
Terra Energy Center is pouring $1 billion into a deal for a planned coal project in Alaska, marking the first investment in new US coal power in more than a decade. https://t.co/0TKJrH8osM
LINK: https://t.co/Iz3LToWVCF A flotilla of Oil Tankers Carrying Saudi Arab Light Crude to Asia Map form @Kpler
My take on the effect of the US-Israel war on India: "It will hit India particularly hard if the price of oil hits $120 / barrel or $200 / barrel because India is the third largest oil importer in the world."...
I believe this is the first sucessull Iranian attack against an **oil / gas field** since the war started (previous strikes against oil facilities involved refineries, terminals, and storage tanks). (Althought the tweet calls it an oil field, it likely...
🚨 NEW POST 🚨 Latest OPEC+ production data heading into the Iran War, as well as estimates of how much production has already been shut in across the Gulf By my tally we're currently sitting at ~8.5 MMbpd confirmed shut it, with...
Gas in the U.S. is now up 25% since the war began and 21% from a year ago. Source: WSJ
While all the attention is (naturally) on Iran, don't lose sight of Cuba. The Caribean island has just suffered a country-wide blackout as it struggles under a de facto US oil embargo. Nightime protest have erupted in several Cuban cities in...
Taking Kharg Island (variety of ways) "kind of checkmate" - General (ret) Jack Keane, Chairman @TheStudyofWar , on @FoxNews "The Straits of Hormuz eventually will be a problem that will be solved, but not immediately. Kharg Island; Kharg Island,...
Alabama senator seeks statewide ban on solar installations #energysky -- via pv magazine usa: https://t.co/yvZX12Fplf https://t.co/vSDOQqoXTq
Heat pumps are a key lever to become independent from fossil fuel imports. I'm quoted in this piece by @KarlMathiesen @politico on what installing a heat pump in the UK is actually like for consumers. TL;DR: There is some room for...
This is a rare Russian LNG shipment going through the Red Sea to Southeast Asia. Why is it rare? Because neither the LNG nor the carrier is sanctioned, and most likely it is not going to China. All previous...
Ok, first of all, supertankers cost roughly $125 million new. Fully loaded with 2 million barrels of crude, the total value of cargo is $180 million at $90 per barrel. That’s $305 million total. POTUS doesn’t have his facts straight...
The US-Iran conflict pushed oil past $100 a barrel. This is going to keep inflation elevated. Elevated inflation stops the Fed from cutting, which isn’t good for risk assets. I don’t see a super cycle this year only lower lows as stated many...
Increased spacing between solar module rows boosts agrivoltaics viability #energysky -- via pv magazine usa: https://t.co/M3WeMDt4YT https://t.co/qtSnQK9LbZ
Gas prices are rising, so to avoid pain at the pump, even petrol-heads are reconsidering EVs https://t.co/bUjKs9ok26
Global solar capacity to reach 6 TW by 2031, says GlobalData #energysky -- via pv magazine usa: https://t.co/yvd8OuX6zM
I’ll be presenting this slide during a speech tomorrow to the Texas Agricultural Cooperative Council. Three of the world’s poorest countries — combined population: 1.8B people — will be hammered by the shutdown of LNG shipments through the Strait of...
There were 4 in the last 24 hours. At some point, the administration needs to just be honest and lay out the facts instead of saying different things every few days, trying to jawbone the oil market, bullying the shipping...
Oil shock is reversing (Strait clearing narrative), curve flattening continues (rate hikes priced in), credit widening (HY spread breakout), and rent collapse vindicates office REIT pressure. De-escalation moves favor equities; watch if $94 oil holds or bounces.
Enormous Top End solar and battery project seeks federal green tick #energysky -- via Renew Economy: https://t.co/hE3OdgnXA2 https://t.co/NCDEplBNdn
💥 We lost about 32% of world traded crude oil supplies. 💥 Rerouting and SPR may cover up to 40% of it AT BEST. Anyone who thinks the rest of the oil industry can stretch its production to cover the GAP knows...
Finlight, Atrato merge, target 2GW of operational distributed solar PV capacity in Europe by 2030 #energysky -- via pv-tech: https://t.co/4CImn8i29f
One interesting topic that needs more work: China's push on sodium-ion batteries and whether this is actually more innovation or their acceptance of contraction on their critical minerals dominance (it's more the latter, but anyone can debate me after they've...
"Dan Pickering...said that while the spot market price for oil was up 65 per cent at $99, it was only up 17 per cent for 2027 and 12 per cent for 2028....not high enough for most producers to get returns...
Gas prices reach highest level since October 2023 as oil holds above $100 per barrel; US stocks jump https://t.co/voUmM6Kcb0
We've had some more popping cleantech news this past week. Below are 10 top stories, as well as the top 10 stories of the past month. - https://t.co/tjPtBy4xDl
Platts Dubai crude (balance of the month) just broke above $150 per barrel. Extreme scramble for Middle Eastern physical barrels continues. https://t.co/HsxSuMbbVJ
Me: this post assessing the impact of the industrial carbon tax is based on incorrect assumptions, incorrect math, or both. Internet: WHY ARE YOU CLAIMING THERE ARE NO TAXES? Me: There are, indeed, taxes and I have never claimed otherwise. Internet: Ha!...
"sources have said all offshore production is now offline" Shut-ins also include some onshore wells. https://t.co/3NlzDrbslp
Agreed. “this will only accelerate the vicious cycle in the global refined product mkt.” #SouthKorea $EWY #AI
BBG: "Kuwait Oil Output Falls to About 1.3m B/D With Hormuz Still Shut" Output down to ~1.3 MMbpd vs 1.6 MMbpd last month. Kuwaiti shut-ins have risen to around 1.3 MMbpd from 0.5 MMbpd last week.
Ending the war does not mean ending the crisis. We have countries that literally shut down production because their storage is full. To bring back that oil to a pre-crisis level takes time. For [liquified natural gas] in particular, it takes a very...
Exclusive: The AI boom is pushing one of America's most venerable environmental groups -- the @NRDC -- to cautiously support nuclear power after decades of resistance. https://t.co/WEDwZ1dLdL via @axios
President Trump will get his $50 oil price wish before the elections— but only after triggering a global recession. Or: End the war this week and keep flooding the market with SPR releases in the coming months.
The President posted this? If he was actually trying to persuade allies, partners, and others to deploy to Hormuz, this surely is not going to do it. But he obviously thinks this kind of thing is just so cute.
For years, we talked about the wells-to-wheels emissions from oil sands to remind people that most of the emissions from refined products came from combustion by the end user and a small share was from the production and refining of...
U.S. Allows Iranian Tankers to Transit Hormuz as Oil Prices Surge and Select Ships Begin Crossing Strait https://t.co/7Cu9sdFEOi
In the latest Current Climate newsletter: 💰 U.S. cleantech rollbacks hurt your wallet as well as the climate 🔋 Tesla’s best business bet isn’t robotaxis ☀️ Global Renewables Alliance on speeding the shift from fossil fuels for stability and energy security https://www.forbes.com/sites/current-climate/2026/03/16/us-cleantech-rollbacks-hurt-both-the-climate-and-your-wallet/
This podcast is totally worth the time. Covered a ton about how the crude supply chain works. Really great having Steve Pavlick in there with the policy angle. It's all pretty disturbing
Gas prices in California are 49% above the US national average. $5.53 per gallon. https://t.co/cdwV8Mxi27
The Strait Of Hormuz: Energy Lifeline Or Global Time Bomb? | 4K Documentary https://t.co/t6N6hRSPrD via @YouTube
