Amazon Secures Solar‑plus‑storage PPAs for Australian AI Growth
Amazon signs first solar-plus-storage PPAs in Australia to power AI expansion #energysky -- via pv-tech: https://t.co/UIJ2nW3cQw
US BESS Degradation Optimism Collides With Real‑World Data
‘Unfettered optimism’ on US BESS degradation hits wall of operational reality #energysky -- via Energy Storage News: https://t.co/1hcRyBak6s
Cr
12.7 mmb/d is crude + refined products--not oil Crude exports were 5.2 mmb/d About 1 mmb/d more than the 2026 average
US Oil Exports Surge, but Can’t Replace Hormuz
12.7 mb/d—record U.S. exports. Impressive… but not a replacement for Hormuz. The U.S. can cushion the shock, not carry the system. #OilMarkets #USOil #EnergyCrisis #Geopolitics
Oil Execs Warn Trump: Reopen Hormuz or Global Collapse
Oil execs tell Trump to cut the crap & get Hormuz open No Hormuz, no energy system. This is not a political game. Reopen it or the world goes down. https://t.co/Ra1U6b3vo3 #OilMarkets #Hormuz #EnergyCrisis #Geopolitics
Skepticism Grows Over Reported 4 MMb/D Oil Flow
What are the numbers for oil @Amena__Bakr ? The report sounds optimistic but I doubt flows are even 4 mmb/d
New England’s Grid Batteries Finally Accelerating
Big grid batteries are finally on a roll in New England #energysky -- via Canary Media: https://t.co/gp9MRV65Yf
Gas Prices Surge, Hyundai EV Sales Jump 40%
Gasoline is going to $5/gallon on average throughout the USA in 2 weeks. -JP Morgan
Diesel Prices Surge 60% Year‑Over‑Year
Diesal prices are up almost 60% from a year ago https://t.co/BZjCIh8l7U Too bad Trump can't find out about this.
AER CEO Dismisses Accountability Questions, Sparks Criticism
Alberta Energy Regulator Under Fire Over Wells, Accountability Failures Alberta NDP MLA Marlin Schmidt describes AER CEO Rob Morgan's indifference to questions and requests for information during an AB Leg public accounts meeting. #ableg #abpoli https://youtu.be/dbSzOgTCpJ0
Solar PPA Prices Drop in Europe, Climb in North America
Solar PPA prices in Q1 2026 fall in Europe, rise in North America #energysky -- via pv-tech: https://t.co/JXT68e55VS
Governance and Decision‑Making Drive Green Energy Transition
Power dynamics: Why governance, and how we make decisions, is central to the green energy transition #energysky -- via Renew Economy: https://t.co/35nw4gv7m9 https://t.co/ttrTgEvXsp
Australia's Rooftop Solar Surges Amid Battery Boom
Australia rooftop PV hits record as battery rush accelerates #energysky -- via pv magazine global: https://t.co/HeRwktkBBJ
Scale U.S. Grid Tech to Cut Bills 10%
This number has gone up 40% since last year. This is nothing to brag about when we could actually reduce bills 10% while growing load if we deployed American grid utilization technologies at scale.
DOE Proposes 52% Cut to Rocky Mountain Lab
Trump DOE proposes 52% budget cut for National Laboratory of the Rockies #energysky -- via pv magazine usa: https://t.co/apWY6g2TVV
Oil Supply Adequate Despite Current Price Concerns
When will people realize there is no shortage in the oil market at current prices?
Australian Solar Portfolio Sale Requires Battery Storage Upgrade
Australia solar portfolio marked for sale this year, but will likely need to add battery storage #energysky -- via Renew Economy: https://t.co/tIR8zs9tcj https://t.co/a65FoB05Iq
Global Energy Crisis Hits Developing Nations Hardest, Europe Barely Notices
iea: this is the largest energy crisis we have ever faced. europe: ~6 weeks of jet fuel. flight cancellations coming. developing countries in asia, africa, latin america: already hit harder, heard less.
Brent Hits $98.2, US Crude Climbs to $93.5
JUST IN: Brent crude surged 3.5% to $98.2, and US crude climbed 2.5% to $93.5.
EU Probes Romania's Funding of Cernavoda 1 Reactor
JUST IN: EU's launching a deep probe into Romania's state funding for the Cernavoda 1 nuclear reactor.
Lightweight 8 kW/Kg Motor Powers Hydrogen Hybrid Aircraft
The 12.5kg gas cylinder-sized motor achieves 8 kW per kilogram with a fault-tolerant design, targeting hydrogen hybrid regional aircraft under Project AMBER. https://t.co/vk6CdOCVvD
Rye Development Pushes 2,128 MWh Pumped Hydro at Ex‑coal Site
Rye Development advances 2,128MWh pumped hydro project at former Kentucky coal mine #energysky -- via Energy Storage News: https://t.co/Nv3TOPGpLY
Gasoline Futures Hold Strong, AAA Avg Near $4.10
Gasoline future remain bid up pretty well.. $3.15 on RBOB will keep the AAA average near $4.10. https://t.co/frWo9xgFHU
Closing Strait of Hormuz Sparks Global Oil Market Panic
The nightmare scenario for oil markets (closing the Strait of Hormuz) is now seeing daylight. So far, most acute impacts vary across different regions and markets. But they are spreading. My in-depth talk w/ @WalterIsaacson & @AmanpourCoPBS https://t.co/3W14TCT5OI
U.S. Set to Reach 6 GW Offshore Wind by 2027
Despite Trump, the U.S. will have 6 GW of offshore wind operating by 2027 All 5 developers have won court victories to complete their projects. 72% (4.3 GW) of the 6 GW are already installed or operational https://www.offshorewindca.org/maps
White House Loses Two EO 14260 Energy Cases, Faces More Lawsuits
The White House is 0 for 2 in cases launched under EO 14260: Protecting American Energy From State Overreach. It lost a similar case about an MI lawsuit. Two cases pending on VT and NY Climate Superfund laws. New case against...
New Power Infrastructure ETF KWH Targets AI Energy Demand
NEW: Relatively rare ETF filing for GMO. Filing for the Power Infrastructure ETF $KWH. good ticker. Will lean into AI energy infrastructure demand. https://t.co/UaH7RMLXmO
Trump Admin Blocks Closure of Aging Indiana Coal Plant
The Trump administration rejected a request from CenterPoint Energy to allow a 60-year-old coal plant in Indiana to close, forcing the utility to keep operating a unit it says is costly and unreliable. https://t.co/tI3OpIRkn0
Iran's Oil Power Persists Despite Export Bans
Pundits are underestimating what Iran can do with its oil if it cannot export it!
Russia's Energy Crisis: Production Decline, Revenue Strains, War Impacts
A new episode of Russia Contingency is out. I talk to @SergeyVakulenk0 about Russia’s energy sector. We cover declining production, how the Russian state receives revenue, impact of strikes and the war with Iran. @WarOnTheRocks https://t.co/U5OXvbXssG
Fossil Fuel Assets Burn Amid Global Conflict and Crisis
Oil and gas assets are literally on fire around the world: Australia, Israel, Iran, Ukraine, Russia, the list goes on. Fossil fuels are indeed reliable: they are targeted in war, they leak, they destroy the environment and human health, they...
Recall Your First Encounter with Hormuz Crisis & Helium Short
Where and when was the first time you heard about the Hormuz crisis and helium shortages? https://t.co/Y5Qx1Fw0Qc
U.S. Grid‑Battery Output to Power All Renewables by 2026
U.S. grid-battery production has gone from 0 in 2024 to 145 GWh/year by the end of 2026, enough to provide batteries to support all wind and solar in the U.S. https://t.co/faeAUzMjZ8
Russell Gold Swaps WSJ for Solar Industry Insight
I think I may have accidentally gotten Russell Gold to leave the Wall Street Journal for the solar industry. On the latest episode of Energy Empire, he explains why. https://t.co/LerdxNAL7J
Oil Lobby Twists RBC Report to Advance Agenda
Oil and Gas Shills Hijack RBC Report Once again, a study is misrepresented to push the Canadian industry's oil, LNG growth agenda. You know who they are. Push back against their nonsense. #cdnpoli #abpoli #bcpoli https://markhamhislop.substack.com/p/oil-and-gas-shills-hijack-rbc-report
Oil Spot Still 29% Above 200‑Day SMA
Oil has come down on with the ceasefire (persisting through reciprocal blockades), but spot is still very high - and the longer it remains elevated, the more permanent economic impact it has. Statistically, spot still 29% above the 200 SMA. Peaked...
Deadweight Tonnage Reveals Hidden Ship Traffic Through Hormuz
Great chart showing the breakdown of visible vs dark[er] ship transits through Hormuz Even better that its in deadweight tonnage rather than a simple ship count.
OIH Holds Steady, Forms Bullish Cup‑Handle Amid Pullback
$OIH Daily. Compared to the other two oil stock ETFs, $XLE $XOP, the oil service/equipment names in the $OIH have barely budged during this pullback. Cup and "high handle" bullish setup https://t.co/d3Xqf5ZBxn
Oil Shock Less Severe; Iran Likely to Restore Flow
Of course the world cannot withstand a 20% supply shock of oil for quarters There are just two weird assumptions included in that: 1) The supply shock is not 20% effectively - far from it actually. The bypassing of the strait...
CAISO’s Rapid Battery, Solar, Wind Build‑out Drives 100% Renewable Grid
In the one year between April 8, 2025 and April 9, 2026, @CaliforniaISO installed 4.656 GW batteries 1.534 GW solar 0.308 GW wind bringing grid totals to 16.04 GW/64.16 GWh batteries, 22.577 GW solar 8.681 GW wind The CAISO queue is 17.1 GW batteries 19 GW solar 0.8 GW...
Ganfeng Profits Surge on Booming EV and AI Storage Demand
China’s lithium giant Ganfeng sees profit jump as EV, ESS battery demand soars The world’s top lithium producer forecasts a strong turnaround as global decarbonisation and AI-driven energy storage fuel demand https://t.co/ugavTV7WR5 via @scmpnews
US Threatens Chinese Banks, Tightening Iran Oil Blockade
The US yesterday warned 2 Chinese banks they're at risk of secondary sanctions if they help buyers of Iran's oil. This is a very big deal. Iran has a bunch of fully-laden oil tankers already outside the SoH. This shuts...
Read the Latest EIA Oil Market Report Today
Everyone should read the latest (April 14) @EIAgov monthly report on the Oil Market https://t.co/hLoEMqngMJ https://t.co/j37zm2DmGf
SMR Funding Still Unresolved After Wylfa Announcement
SMRs: Before anyone gets too excited by the recent announcement on Wylfa, it's worth noting per this govt doc that "no decisions" have yet been made on how to actually fund these reactors https://t.co/jhE5DQlNXF https://t.co/T2PbJLTgjn
Sizewell C's £121/MWh Cost Sparks Cost‑reconciliation Debate
I'd missed this in Feb, DESNZ says Sizewell C will cost £82/MWh in 2012 money (£121/MWh today)… Thoughts anyone? How to square this with estimated cost of building it? https://t.co/PdHLuSqXVJ https://t.co/H8kpPCCy5s
Inside the Gulf Crisis Response After Massive Oil Release
This week on @CleaningUpPod, we go behind the scenes with the man coordinating the response to the Gulf crisis. I travelled to Paris to meet @fbirol, Exec Director of @IEA, just a week after the release of 400m barrels of...
China’s Crude Stockpiling Proved Prudent, Says Column
Last year, the oil market was preoccupied with a question: why China was stockpiling so much crude. I wrote an @Opinion column about it in Sept, and re-reading it ⤵️ now, I must admit that all makes sense: Beijing was...
Oil Giants Profit as War Fuels Human Suffering
Congratulations Equinor and all the fossil fuel companies raking in record profits thanks to bloodshed in the middle east while people in Asian countries have to line up for fuel and America's attacks have killed hundreds of innocent people https://www.bloomberg.com/news/articles/2026-04-16/equinor-trading-profits-to-beat-forecast-as-war-spurs-volatility?taid=69e0a3517d0c9b00014185a2 https://www.theguardian.com/environment/2026/apr/15/big-oil-huge-war-windfall-consumers
AI-Driven Data Centers Set to Triple Power Use by 2030
Global electricity consumption from data centres surged in 2025, driven by AI Unique new @IEA analysis shows electricity demand from data centres is set to almost double by 2030 - and to triple from data centres focused on AI More in our...
Brent Futures Rebound After $10 Drop, Still $20 Below May
Brent crude [June] futures prices—and prompt timespreads—are perking back up again this morning after sliding ~$10/bbl through the beginning of the week. Still currently down $20/bbl from where the Brent May contract settled. https://t.co/9Iv78anu65