Hormuz Reopens, Markets Surge as Oil Plummets
STRAIT OF HORMUZ IS OPEN. WAR IS OVER?! Iran reopens the Strait. Oil down -13% $SPX at record highs. $NDX logs its longest win streak since 2009. Dollar easing, gold and $BTC ripping The single biggest lock on markets just cleared. US-Iran talks could hit as early as this weekend All it took was a war #Nasdaq #SP500 #Oil #Bitcoin #Trading
Energy Prices Slide 8‑12% Across Oil and Gas
Crude oil, refined products, natural gas down 8%-12% (yeah, yeah, I hear you: nothing is moving yet, and in the physical market diffs remain sky high, and so on and so forth...)
Gulf Oil Loss Hits Half‑billion Barrels, 900M‑barrel Cost
As of today, just more than a half billion barrels of oil that were supposed to be produced in the Gulf this year have not been thanks to the closure of Hormuz and forced shut-ins. Using the optimistic assumption that Hormuz...
UK Greenlights Record 800 MW Solar Despite Opposition
UK government approves record 800 MW solar plant over local opposition #energysky -- via pv magazine global: https://t.co/ckn5YEaTbJ
Iran Still Controls Hormuz Traffic Despite Apparent Openness
Hormuz is not “open” Iran controls who moves, how fast, and at what cost. “Open” means the Strait isn’t being actively shut down—but it is still being controlled, filtered, and weaponized. https://t.co/xmJBlNnGw0
World Faces Challenge Absorbing China's Battery Boom
Can the world absorb what China's battery industry is building?. Read more and sign up to my newsletter here: https://t.co/EN15ZiyZDd https://t.co/SWx3eqNS0l
Oil Prices Plunge 9% After Iran Reopens Strait of Hormuz
Oil prices tumble more than 9% as Iran declares Strait of Hormuz open: CNBC https://t.co/mYD8fplFVa
FERC Orders $1.1B Penalty for Energy‑efficiency Fraud
FERC orders American Efficient to pay $1.1B for ‘brazen fraud’ Finally, many of PJM payments for Energy Efficiency described as the result of Brazen Fraud. I deeply questioned those payments.I'm not FERC, so I didn't say "fraud." https://t.co/brljw2yqmn via @UtilityDive
Oil Price Plunge Lifts Stocks and Bonds
Oil prices just dropped sharply in reaction to this Bloomberg headline, boosting both stock market indices and bond prices (i.e., lower yields). #economy #markets #energy #oil
EPA Finalizes 2026‑27 RVO Rule; Market Analysis Begins
1. The EPA released the final 2026-2027 RVO rulemaking for the RFS a couple of weeks ago. It is time to go back to work on what it all means for the markets. Our first installment was published...
Six States Accelerate Renewable Energy Project Approvals
California, Colorado, Minnesota, New York, New Jersey and Oregon are among the states expediting renewable energy projects. https://t.co/KftgZHgZHv
Oil‑Linked Quiz Numbers Explain Today's Price Action
3 of the 4 numbers in Friday's Quiz are related to oil- A date. And how it makes sense for today's price action https://t.co/huwi6uAE47
LNG Prices Surge, Boosting US Exports and China's Renewables
Liquified Natural Gas (LNG) is 600x more dense than the gas when it is extracted. Prices have doubled after the war and it seems to have 2 major beneficiaries: US short term: higher demand for its LNG exports China: higher demand for...
European Power Prices Dip Below Pre‑War Levels This Week
European power prices are set to close the week below pre-war levels https://t.co/PaFKb2KO50 via @EamonFarhat https://t.co/e6n03nMxPn
Plan for Long-Term Energy Crisis, Protect Low‑Income Consumers
The best way to make this energy crisis a short one is to plan for it to be a long one @energyconnects_ - Protect low-income consumers - Don't subsidise energy - Don't ban fuel exports - Boost EVs, public transport, renewables, nuclear restarts -...
Deutschland Ticket’s CO2 Savings Overpriced by 20‑fold
For €3bn per year from state and federal budgets, this would be €1,200 per ton of CO2 saved, or 20x the current EU-ETS carbon price. From 2026, full integration of motor fuels into Germany's national ETS scheme should absorb any CO2...
Saudi Oil Reserves Far From Depletion
When will Saudi oil run out? Click on the link below, then change the language in your browser
Prolonged Conflict Will Drive Economy-Wide Price Hikes
“While Americans are currently seeing higher gas prices and haven't felt it in other areas, Wald says that the longer the conflict continues, the more prices across the economy will increase.” https://t.co/oTyVnpjsgT
Blockade Effective Despite Negative Press Coverage
Press coverage of the blockade is almost universally negative. That parallels press coverage of the G7 price cap against Russia in 2022. The truth is the blockade is working better than many think and the US is doing smart...
France, Germany Clash over Europe's Role in Hormuz Security
France and Germany split on Europe’s role in securing Hormuz https://t.co/datSiHzhnE via @Newsbaum_ @ArneDelfs @mcnienaber https://t.co/Eoj8olTqUF
Energy Crises Won’t Stall U.S. Power Anymore
Spot on from @JasonBordoff: "... Others should prepare for a world in which energy crises are less of a brake on American power than they once were..." https://t.co/Tq7YESRGHV
Indian Refiners Use Yuan for Iran Oil Purchases
Exclusive: Indian refiners pay for Iran oil in yuan via ICICI Bank, sources say https://t.co/jAwcjfRcHL
Lower Power Prices Threaten Generators' Earnings, Reeves Warns
Rachel Reeves's comments raised concerns that lower power prices would hurt earnings for generators https://t.co/Bh5ZRHm2Oh
States Rush Clean Energy Projects Before Tax Credits Expire
From California to New York, states are rushing to install clean energy projects to qualify for expiring federal tax credits as utility bills become a top issue for voters https://t.co/GFbBHYuCUG
Europe Regrets Closing Refineries; Demand Must Precede Supply
Several European governments are now learning — the hard way — why letting most of their national oil refining capacity to close was, how to put it, a bit of a mistake. (Another example of why shapping demand first, rather...
Energy Crisis Fuels Rapid Adoption of Clean Tech
Heat pump orders up 2x in a month. Solar panel inquiries up 250%. EV leases up 85%. Iran crisis has made energy security feel personal. I understand why: I have solar panels, a heat pump & EV on a flexible tariff shielding...
Asia Reconsiders LNG, Turns to Renewables Amid Iran Conflict
Asia thinks twice about plans to embrace LNG as Iran war chokes supply 🇻🇳 Vietnam gas power project may switch to wind/solar +storage 🇹🇭 Thailand pushes for more renewables 🇨🇳 China wants to use more domestic fuel 🇲🇾 Malaysia aims to pump more gas...
Renewables Reach 26.4% of India's Power Mix
India electricity generation from renewable sources are rising to now 26.4% of total, so that's an offsetting factor for the crisis. https://t.co/RYXSV06IgV
IEA and Chile Commit to Joint Energy Policy Action
Excellent meeting with Chile’s Minister of Energy Ximena Rincón (@ximerincon) to discuss the turbulent situation in global energy markets and 🇨🇱’s policy priorities Looking forward to continued close cooperation between @IEA and Chile on a wide range of areas https://t.co/lEEyYRZ1cx
Asia Reassesses LNG, Boosting Coal and Renewables
The future of LNG in Asia. Effectively, "fool me once, shame on you; fool me twice, shame on me." After the oil price shock of 2022 and 2026, the region is going to re-consider LNG to the benefit of coal...
Russian Oil Revenues Plunge 22% in April Despite Price Rise
MOSCOW, April 16 (Reuters) - Russian state oil and gas revenues, which account for about a quarter of budget income, are set to fall around 22% year on year in April, hit by a jump in subsidies to refineries despite...
Oil Dips on Trump's Israel‑Lebanon Ceasefire Optimism
Oil prices fall as Trump announces Israel-Lebanon ceasefire Oil prices retreated on Thursday after President Donald Trump expressed optimism about the prospect of ending the war with Iran, even as the broader energy market remained on edge over continued disruptions...
China Aims to Double Non‑fossil Energy by 2035
China will seek to double its supply of non-fossil fuel energy by 2035, in a plan that analysts see as a boost to Beijing’s green targets https://t.co/Pzxupdpkbq
IPad LiDAR Speeds up Solar Design with Forge Platform
Forge software platform uses iPad LiDAR scanning for quick solar design proposals #energysky -- via Solar Power World: https://t.co/uKzl8tix3m
Free Home Solar, Battery; High Fees for Commercial Users
Let's just put solar on the roof of any residential home, for free. Throw in a battery, too. Use switching equipment that speaks EnergyNet (an open source decentralized grid protocol), for local networks as well as the traditional grid. Subsidize...
Data Center Transmission Battles Just Beginning
The Data Center Transmission Brawls Are Just Getting Started #energysky -- via Heatmap News https://t.co/Ujh0ScdpO1 https://t.co/LleEgU4X4v
Canada Launches First Commercial Lithium Refinery, Diversifying Feedstock
A jack of all trades feedstock solution it seems. What could go wrong? Canada opens first commercial lithium refinery https://t.co/mSSZBmGgsm
Negative Electricity Prices Resurface in France and Germany
Negative electricity prices return to France, Germany #energysky -- via pv magazine global: https://t.co/XO7eBWX6Nn https://t.co/0TW2dipTGo
Trump's Blockade Hurts Economy, Boosts Iran without Conflict
The interim deal was reached in Islamabad @glcarlstrom Trump's blockade does Iran's work for it by disrupting oil flows & wrecking the global economy. Iran doesn't need to destroy US ships with drones and ASBMs Iran wins, Trump doesn't look like a...
Trump Administration Worsens Federal Biofuel Policy
Federal policy on biofuels goes from bad to worse under Trump #energysky -- via Canary Media: https://t.co/gRNVDStbTc
US Natgas Surplus Hits 64 BCF, Prices Slip
U.S natural gas comparative rose 32 bcf to a surplus of 64 bcf week ending April 3 Spot price fell $0.05 to $2.90 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/PPiqgoaIwc
WTI Inventory Dip Triggers Price Fall Despite High Yields
WTI comparative inventory reflected supply urgency over fundamentals CI decreased 11.5 mmb and price fell $1.13 week ending April 10 $104.54 was far above any previous yield curve marginal price for current C.I. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
U.S. Inventories Plunge 11.5 MMbbl, Crude Stocks Drop
The Shock Has Hit U.S. comparative inventory fell 11.5 mmb for the week ending April 10 CI for crude oil and all product stocks fell #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/RBWGgcKlEq
Middle East Conflict Triggers First LNG Export Decline in Decade
Global LNG exports are forecast to DROP this year for the first time in over a decade 🚢⚠️ This is a big turnaround. Analysts expected supply to rise by more than 7% in 2026. But now the Middle East conflict is...
Data Centre Battery Storage Set to Surge in Australia
VIDEO: ‘It’s going to massively scale here’: Fluence chief predicts data centre battery storage slingshot in Australia #energysky -- via Energy Storage News: https://t.co/9QY8CG1q3S
PEMEX Admits Leaky Pipeline Caused Gulf Oil Spill
An oil spill in the Gulf of Mexico that soiled beaches, killed wildlife and sparked outrage from environmental groups was caused by a leaky pipeline owned by state oil company Petroleos Mexicanos, the company said https://t.co/1ayvh0eGZs
Strait of Hormuz Disruptions Could Trigger 10M B/D Oil Shortfall
Due to the logistical disruptions in the Strait of Hormuz, Wood Mackenzie estimates global markets could be short ~10M b/d. That’s roughly the scale of the demand collapse during the first year of the Covid pandemic. THE WORLD IS FACING A...
Fossil Fuel Conflict Spurs 54% Surge in UK Solar
Fossil fuel wars accelerate renewables deployment: In the UK, solar panel sales climbed 54% in the first 3 weeks of March vs same period in February. They’ll also be automatically fitted in most newly built homes in England, and “plug-in”...
Labor Considers Tax Break for Affordable Rental Hot Water
Budget test: Will Labor back a tax break to deliver cheap hot water to rentals? #energysky -- via Renew Economy: https://t.co/3uDxKxxCCA https://t.co/148eDaApCO
Energy Shock Could Accelerate Global Renewable Adoption
Is this what Republican climate policy looks like? "Early signs are emerging that the energy shock could aid the global spread of renewable power, batteries, electric cars and other climate-friendly tech." https://t.co/aCmx1IcvPw