Gulf Oil Damage Means Two-Year Recovery Even if Strait Reopens
My view on @cgtnamerica on the long-term impacts of the Strait of Hormuz closure: "The fallout from the Gulf situation will cast its shadow for a while. 80 petroleum & refining facilities have been damaged. Even if the Strait opens tomorrow, it will take 2 years to repair them." https://t.co/Cuoa2GT9fN
Battery Recycling Remains Complex, Even for Ascend Elements
Battery recycling still isn’t easy. Just ask Ascend Elements. #energysky -- via Canary Media: https://t.co/M99v40PIwS
Hormuz Reopens Yet Threats Persist Under Iranian Escort
Strait of Hormuz Re-Opens, But Still Many Uncertainties What a mess. Revolutionary Guard says ships need an Iranian escort. Is that "open"? Still mines, drones, proxies to worry about. Is that "open"? #IranWar https://youtu.be/AXc3ACRlyGk
Hormuz Closure Could Cut Global Energy, Drop GDP 10%
With Iran tensions flaring, a Strait of Hormuz shutdown could slash 10% of global energy. That means a straight 10% GDP collapse, no ifs or buts.
Experts' Oil Forecasts Miss Reality, Expecting $200 Spike
From '21 to '24 you were encouraged to predict Oil $300 every day, week, geopol dustup, or Saudi 'ouchies' headline In '26 if the price didn't instantly go to $200 on the initial break of 65 the 'experts' in every field...
China Dominates Cleantech Exports as Global Demand Surges
China exports a ton of cleantech — and the world is poised to want more #energysky -- via Canary Media: https://t.co/ix8Q4s88pz
FERC Judges Conduct by Rules, Not Narrative.
This looks bad. But FERC doesn’t penalize market participants based on narratives. FERC’s approach is to parse the rules (RTO tariffs in this case) and decide whether the conduct violated the FERC-approved document. I don’t think this case is so clear-cut.
Startup Nuclear Co. Targets First U.S. Large Reactor in Decade
Startup Nuclear Co. is seeking to build a reactor in South Carolina in what would be one of the first US efforts to develop a large, conventional nuclear facility in more than a decade. https://t.co/gEbXbHQiZU
Lithium Extraction Scales 350M× in 2.5 Years
This is what engineering progress looks like. @ElectroflowTech has scaled up their lithium extraction tech over 350M× since we backed them. In 2.5 years. First photo is the founders and the initial cell. Second shows the first 100K× scale up. Last ones...
Emerald AI Boosts Data Center Flexibility with $25M Funding
Great @CatalystPod with @vsiv explaining data center flexibility and what Emerald AI is doing to make it possible (and why @shaylekann and Energy Impact Partners just led a $25m investment round in Emerald) https://t.co/nqSAqM1wj6 (note: I serve as an advisor to Emerald...
IRGC Says only Khamenei Can Order Hormuz Reopening
IRGC: Only Iran's leader Khamenei can order a Hormuz reopening, "not some idiot" on Twitter
Hormuz Optimism Pushes Dated Brent Below $100
Hormuz optimism not just a "paper" market phenomenon. Backwardation coming off across the full Brent curve, and Dated Brent just fell back below $100/bbl for the first time since March 11th. https://t.co/KHm34R8Ort
India Pays for Iranian Oil in Yuan, Bypassing Dollars
🇮🇳🇮🇷 India is settling payments for Iranian oil in Chinese yuan instead of US dollars.🤯
Speaking at Fastmarkets Global Lithium Conference in Vegas
Honoured to join industry leaders on stage at the Fastmarkets Global Lithium, Battery & Critical Materials 2026 in Las Vegas. Looking forward to sharing insights and engaging in meaningful discussions from June 22-25. #FastmarketsBRM #lithium https://t.co/HyUYP0kVQP
Cincinnati Converts Former Landfill Into Solar Power Hub
Cincinnati to turn an old landfill site into a solar power producer #energysky -- via Solar Power World: https://t.co/Hq0P5iTdG3
Anker Solix Unveils 7 kWh Plug‑In Battery for Rooftop Solar
Anker Solix launches 7 kWh plug-in battery targeting rooftop solar retrofits #energysky -- via pv magazine global: https://t.co/Pd8whB8AAq
Oil Markets Converge as Brent Slides Below $100
It turns out that oil financial and physical markets do converge -- just not in the way that many were expecting. Dated Brent is now below $100 a barrel (from $145 last week), and physical differentials in the key pricing window...
Analyzing US Refineries and Venezuela's Post‑Maduro Oil Rebound
There's a timeline in which the Iran War never happened, the Strait of Hormuz was never closed, and I spent the past two months doing really interesting niche data work on US refineries, light-heavy crude balances, and tracking the post-Maduro...
Big Tech Funds First Fluoride‑salt Reactor for Data Centers
Construction of a novel next-generation nuclear reactor began today in Tennessee. Kairos Power is building the first fluoride-salt-cooled, high-temperature reactor. It's one of several small modular reactors that Big Tech companies began funding in 2024 to help power data centers:...
Iran Mandates Specific Shipping Lane Despite Trump’s Openness Claim
President Trump says the Strait of Hormuz is open. But do note Tehran says shipping traffic needs to follow the "coordinated route as already announced” by Iran. What's that route? My @Opinion video explainer, published originally last week, shows it. https://t.co/Pg7UBNarHY
Kenyan E‑motorbike Sales Double Amid Gasoline Price Surge
Roam Electric, a Kenyan e-motorcycle manufacturer, has seen demand double as consumers shift away from gasoline amid price surges driven by the Iran war. https://t.co/wDchcXtqf2
Colorado Invests $12.4M to Scale Campus Geothermal
$12.4M invested to expand geothermal in Colorado—cutting costs, reducing emissions, and building a cleaner energy future. https://www.colorado.gov/governor/news/polis-administration-awards-124-million-further-develop-geothermal-energy-colorado New CU Boulder research shows it can power campuses and scale statewide. https://www.govtech.com/education/higher-ed/study-finds-geothermal-energy-feasible-for-cu-boulder Colorado is turning innovation into real solutions that save people money.
Solar Asset Managers Highlight AI Solutions for System Losses
Solar asset managers talk underperforming systems, catastrophic losses and AI at SAMNA 2026 #energysky -- via pv magazine usa: https://t.co/mcEfHXXqoF
Oil Prices Plunge as Iran Confirms Hormuz Open
The physical oil market, like the futures, has had a big reaction to Iran saying the Strait of Hormuz is open. WTI Midland crude traded CIF at dated Brent plus $10.40, down a massive $6.80 from Thursday's offer. Lower offers too in...
New 2.7GW Data Center Emits 14 Mt CO₂
Another day, another massive Petrotech fossil-fuelled data centre. The "Kilby power plant", 2.7 GW of fossil gas, will be pumping out 14 megatonnes of CO2-e a year (about 4.3 million combustion cars worth). Still waiting for AI to solve climate...
Namibia's Role Expands in Global Uranium Supply
Namibia is going to be even more important in the uranium global supply chain https://t.co/WlUcO6YDh3
US Oil Blockade Opens Strait, Offers Ukraine Lessons
Big thanks to @biannagolodryga for having me on @CNN to talk about the US blockade of Iranian oil and its role in reopening the Strait of Hormuz. Lots of lessons to learn here, especially on how the West confronts...
Solar Auctions Secure France; Corporate PPAs Stay Secondary
Solar auctions to provide security in France as corporate PPAs remain second choice #energysky -- via pv-tech: https://t.co/vaWc2axqLa
Wholesale Diesel Plunges; Retail Lags—Buy Cost‑plus
Diesel wholesale rack prices have dropped $.70/gallon in the past week and could drop another $.50 -.70 gallon over the weekend. Meanwhile, retail diesel has only dropped $.15/gallon since last week and if past trends hold the truckstops will be...
Europe's Inaction on Russian Oil Fuels Ukrainian Suffering
As a European, I hang my head in shame. The US has shown that if you blockade an oil exporter, they fold quickly. Europe can do this to Russia and shut down oil tanker traffic out of the Baltic. But...
Data Center Power Costs Match Global Solar Investment
Data center energy spend rivals global solar investment #energysky -- via pv magazine global: https://t.co/AP1fAC257n
Strait of Hormuz Appears ‘Open’ Yet Something’s
Check in on the "open" Strait of Hormuz. Something's missing but I can't put my finger on it https://t.co/Pr2PQBKlFe
Trump Claims Iran Won’t Close Hormuz; Iran Threatens Closure
Love these competing blockade headlines: Trump said Iran has agreed to never close the Strait of Hormuz again. An Iranian official told Fars that if the U.S. naval blockade persists, Tehran will consider it a violation of the ceasefire and will close...
Kiwa PVEL Revises Testing to Curb Solar Failures
Kiwa PVEL updates solar module testing protocols to address field failures #energysky -- via pv magazine usa: https://t.co/DcofZeEPv1
Strait of Hormuz Reopens, Physical Oil Prices Converge to Futures
The blockade called Iran's bluff and the reopening of the Strait of Hormuz in response is a remarkable success in very little time. Physical oil prices (white) will now converge down to futures prices (orange), a scenario most didn't think...
Trump Administration Sells 400,000 Alaska Refuge Acres for Drilling
The Trump administration plans to offer at least 400,000 acres in Alaska’s Arctic National Wildlife Refuge for oil and gas drilling rights in June, marking its first such sale in the rugged area prized for its rich wildlife https://t.co/hPJIgWgLso
Oil Dip to $60 Could Lift S&P 10%
While oil gurus and geopolitical experts were opining with confidence on the potential outcomes we said we don't know shit. Here is our DSR from 3/22. https://t.co/268Hkj6EKA Herein we just considered scenarios and how they play out in macro based...
Unwarranted $13 Oil Drop Likely Manipulation, Prices Set to Rebound
🪔🩸The current $13 decline in oil prices is unwarranted and appears to be pure market manipulation with the announcement being made ahead of the market open. Fundamentals haven’t changed meaningfully since yesterday. Expect oil prices to recover soon
Unclear US Blockade Complicates Iran's Hormuz Ceasefire Limits
So, are we just back to Iran's 10-15 Hormuz ceasefire Hormuz crossing limit of last week, now with the added US blockade? Or something more? These tweet-length statements are killing me with the lack of detail.
U.S. Imports More Crude yet Remains Net Petroleum Exporter
GUIDE: U.S. crude oil and petroleum product trade balances. The United States is BOTH a major importer and exporter of crude oil and petroleum products. These trade patterns allow the U.S. system to balance. But the devil, as always, is in...
Singapore Adds 504 MW Solar Capacity in 2025
Singapore installs 504 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/S0cx3XfOSF https://t.co/fZLScUnC77
WTI Oil Slides Below $90, Approaching $78 Benchmark
WTI oil back below $90 and nearing the key Landman Billy Bob benchmark: $78 https://t.co/9eqlZpaiPw
Never Trust Oil Price Forecasts, They’re Always Wrong
Just to be safe I'm going to assume every time an energy analyst predicts $200/barrel oil they will be wrong for all of eternity
Iran's “Open” Hormuz Route Fails to Reassure Shippers
"The Iranian foreign minister’s announcement on Friday that the Strait of Hormuz is “completely open” for ships that use an Iranian-prescribed route doesn’t give the shipping industry assurances to resume traffic through the strait" https://t.co/9MdBedoMmR
400 Oil Tankers Resume Transit After Hormuz Reopens
POV: The 400 oil tankers stuck in the Gulf transiting the waters now that Strait of Hormuz is back open. https://t.co/jmhUZYYjld
Asset Unfreeze Tied to Hormuz Strait Opening
"unfreezing Iranian assets has been part of the agreement to open the Straight of Hormuz". --Iran $USO
Eight‑Dollar Spread Signals Diverging Crude Market Narratives
WTI crude settled at $91. Brent bounced back above $99. An $8 spread between global and US benchmarks is not noise — it's signal. The crude market is telling two different stories at once. Which one do you believe? https://t.co/oQckA8E8yd
Strait of Hormuz Reopens—Durability and Ship Commitment Key
The reported reopening of the Strait of Hormuz by Iran is undoubtedly a welcome relief for the global economy. Needless to say, its true impact depends on the durability of this reopening, which will require sustained confidence-building measures from all three...
White House Pushes Space Nuclear Reactor Investments by 2030
The White House is telling you exactly where to invest. They want nuclear reactors in space by 2028 — and on the Moon by 2030. $CCJ $RKLB $GEV $UUUU $LEU $BWXT $SMR $OKLO $MDA Don't overthink it.
Six‑Month Iran Deal Raises Strait‑of‑Hormuz Uncertainty
Europe and Gulf leaders thin six months for Iran war deal. If so, will the Strait stay open? For all?