Energy Social Media and Updates
Energy Social Media and Updates
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Tuesday recap
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Daily
Every morning
Weekly
Tuesday recap
The response after Kharg Island? Some oil loading operations in the UAE port of Fujairah, just outside the Strait of Hormuz, have been suspended after a drone attack and fire on Saturday morning. https://t.co/rhA5ofo80y https://t.co/SkhA67PyzU
One of the things I learned after Russia invaded Ukraine is that many commodity analysts are in bed with oil producers and ship owners. They forecast terrible oil price spikes and financial Armageddon to keep the West from being tough....
How Meta Made Alabama So Mad It’s Threatening to Ban Solar #energysky -- via Heatmap News https://t.co/oIwyZX7bZE https://t.co/9yN0C2ZnNA
From this week's @TheEconomist: "Whatever happens, the world is entering a new era of energy insecurity" For more see me & Meghan @ForeignAffairs: "Green Upheaval" (2021) "The New Energy Order" (2022) "The Age of Energy Insecurity" (2023) "The Return of the Energy Weapon" (2025)
Help me out here, economists. Why is it okay to burn Norwegian gas but not British gas? It's a bit like saying it's okay to be a drug addict as long as you don't grow your own.
Did the Greek tanker owner pay in Chines yuan? What will Iran’s payment demand mean to the petrodollar? And the quantity of ships stuck in the Strait?
Brent & WTI crude oil leading YTD, Energy strong, gold hanging in there Financials & bitcoin weakest https://t.co/B5BLF2EwNT
Iran telling civilians to get out of UAE ports. After the attack on Kharg. What will it mean to maritime, the Strait, and oil?
Spent most of my career talking down the endless stream of unjustified oil market alarm. Now I’m acutely alarmed to the point of disbelief, the oil market is still shockingly sanguine, and I feel like this guy. https://t.co/5r44qi5Dxz
Trump Warns Iran’s Oil Lifeline at Risk After Major U.S. Strike on Kharg Island https://t.co/Z3xrAY5dPF
In our second ever The Glass Half Full, @sonusvarghese and I discuss the latest in Iran. At this point, it is all about 🛢️. https://t.co/OCFY56KH0d
‘The largest supply disruption in the history of the global oil market’: IEA’s take on the Hormuz crisis https://t.co/H9zKo9tCi4
German environment minister urges a boost in renewables to aid energy security https://t.co/WYDxuC0GLW via @IsoldeMacdonogh https://t.co/5zqqXbdRMt
Brent above $100. WTI near $99. Strait of Hormuz shut. 20% of global oil at risk. IEA released 400M barrels from reserves — the largest ever. And it barely moved the needle. $WTI $USO https://t.co/Ue451KrbMz
Saying "two hours to charge" on a road trip shows instantly you don't know diddly about today's EVs. My EV: ✅ can be driven 300+ plus miles ✅doesn't take 2 hrs to charge (more like 10-15 min to get enough charge to drive...
Iranian tankers back to loading at Kharg this morning despite yesterday’s US strikes on the island, which currently stages the vast majority of Iranian exports.
Saudi Aramco is loading simultaneously 5 crude oil tankers in Yanbu and Al Mujjaiz terminals on the Red Sea coast. I don’t think that’s happened ever before.
It's absurd that Western tanker traffic through the Strait of Hormuz is shut down, while Iran's tankers continue to run through the Strait unhindered. Iran is a gas station masquerading as an Islamic Republic. Kharg is about shutting down the...
The US struck Iran's Kharg Island last night — the hub for 90% of Iran's oil exports. Oil jumped $5 a barrel. The S&P 500 flipped negative. Gold fell. And Bitcoin? It dropped 3.5% from its session high and held...
One-off or sign of easing? Two tankers transporting LPG (think the butane canisters) have crossed the Strait of Hormuz in the last few hours on the way to India. The crossing happened after gov-to-gov talks between Tehran and New Delhi....
Why oil shocks still hit everything we buy. “We should be very concerned, the longer the conflict lasts, the more prices will rise and ripple through the economy.” From petrol to plastics, another fossil fuel crisis shows how exposed economies remain...
Crude has been a rough player in the past too, in India. Our average crude basket, yearly, looks like this : https://t.co/vC7nJ09nnd
Washington Post: Years spent preparing for a global energy crisis have left the country and its economy better positioned than most to endure a long-term hike in the cost of oil and gas. https://t.co/Z93avoq3HM
Who said anything about replacing 90% of Kharg exports @DynamicMoats ? Stick to the subject
Iran has stated it will allow tankers through the Strait of Hormuz - but only for shipments paid for in Chinese yuan rather than US dollars. The dollar is THE standard currency of the fossil fuel trade. Iran didn’t just announce...
Guidelines to assess three-terminal, four-terminal tandem solar cell performance #energysky -- via pv magazine global: https://t.co/qsJNLWPREf https://t.co/IRgBPkTteX
The global map is being redrawn, and India is right at the center of the new oil crisis. With our non-aligned status, we are in a rare position to take the lead. Dive into the full analysis of what happens...
MORE US LNG EXPORTS 🇺🇸 🚢 Venture Global will move forward with an $8.6 billion expansion of its third LNG plant in Louisiana Global demand for US LNG is surging as the war in the Middle East cuts off shipments from...
Australia’s Dinawan solar farm among 14 projects in state investment round #energysky -- via pv magazine global: https://t.co/xbrjeqgLOx
The SPR plan just got more complicated. Instead of selling oil fast, the government may “loan” it through an exchange, writes @JavierBlas This avoid charges of draining the reserve, writes @Rory_Johnston Politically safer, but slower — not ideal in the...
Several hours into the power outages here and according to my utility’s website they haven’t even begun the restoration process yet. Zero homes restored in 8 hours. Thousands without power. This is going to be a long outage.
Despite the recent rally, oil priced in gold has barely budged. That puts into perspective how undervalued oil may still be. And no, this is not negative for gold. If anything, it reinforces the idea that we are entering an era of structurally...
Trump says military targets on Kharg island obliterated. Oil infrastructure not touched - for now. https://t.co/96z56gVY1g
The US gov seems to have changed its mind about the terms of the use of the Strategic Petroleum Reserve: Earlier this week, it announced a **SPR release** (an outright sale, and the method used in the emergency actions of...
It's not just oil and gas. What other crucial commodities are under threat from the blockage of the Strait of Hormuz? Fertilisers, aluminium, plastics, helium and more. https://t.co/H1tRNgqzv6
OK, I suppose we should admit the White House was right, and, all along, they did have a plan to deal with the closure of the Strait of Hormuz. Bomb Kharg Island.
New at THE OVERSHOOT: Markets Are Still Sanguine About the Oil Outlook https://t.co/QsizGVkoI5 Prior oil shocks in 1973 and 1979 involved far larger price increases than what we have seen so far. Yet this shock involves a hit to volumes that is unprecedented...
US oil prices surge above $99/barrel, now up nearly +10% on the week. Once again, the US appears to be losing control of the oil market.
Regarding crude at $90 or $110 Monday. ... Joint Chiefs Dan Caine said we are going to hit 6K targets today. I assume the same on Saturday and Sunday. So, Monday morning, I assume Caine says we hit 18K targets. If we see...
I always thought Hollywood explosions were super fake over the top exaggerations until this week when I saw actual oil tankers getting blown up. https://t.co/db4pOheLSX
Oil = 10yr = -SPX 1 variable market continued for another week and will likely persist until oil drops back below ~$70 when the Strait is back in business. https://t.co/349BroE6sP
Secretary Hegseth on the Strait of Hormuz: DON'T WORRY ABOUT IT | March 13, 2026 Update Video: https://t.co/P2LCJM2Jqm https://t.co/u911Em6TwP
Max Fawcett on the Alberta NDP's Refusal to Take Energy Seriously UCP-lite isn't going to cut it. Max discusses @nenshi's leadership. abndpcaucus #ableg #abpoli https://youtu.be/khTLqGyYpzQ
US Energy Dept aims to fund $500 million in minerals processing & recycling, along with battery parts
Shocking ignorance of the most basic concept by Poilievre here. Canada produces ~6 million barrels a day and consumes ~2.4 million of them. 1/2
Great explainer about just how screwed Gulf oil is now that the unthinkable has happened... https://www.youtube.com/watch?v=z6QlFpPMPKQ
I am sorry @SecWar, but there are some of us are worried about the Strait of Hormuz.
Um... "The seizures have put the U.S. government in a financial bind. The ships are highly expensive to maintain. And the Trump administration cannot legally sell their oil without a judge’s permission." https://www.nytimes.com/2026/03/13/us/politics/trump-seized-oil-tankers-cost.html
Energy, especially oil, is the backbone of every economy. As I said, a stable oil price, $55 to $70, keeps the global economy running smoothly. But it’s about more than price, it’s about keeping the two-mile stretch of the Strait...
JUST IN: 64% chance Crude Oil is over $110/barrel by the end of March https://t.co/mW0x32Mq3g
