Australia’s Fuel System Lacks Slack, Fire Exposes Supply Risk
The fire at Australia's refinery is real and significant But there’s no evidence of sabotage. The bigger issue is structural—Australia’s fuel system has almost no slack Events like this quickly turn into supply risk. @SantiagoAuFund
Uncertainty, Not Lost Barrels, Drives Market Risk
The real shock isn’t lost barrels—it’s lost certainty. Markets are pricing duration, not disruption. When no one knows how or when normal returns, risk becomes the system. Not a lot of winning in that trend.
EU Leaders, CEOs Demand ETS Reform, Clearer CBAM
EU leaders and CEOs push for ETS reform and stronger CBAM clarity to protect industrial competitiveness. https://www.metalnomist.com/2026/04/eu-ets-and-cbam-reform-moves-to-center.html
Safeguard Mechanism Shows Early Success Despite Budget Overruns
Most heavy emitters blow their carbon budgets, but Bowen sees “clear sign” Safeguard Mechanism is working #energysky -- via Renew Economy: https://t.co/HlQ9PUoHwq
US Crude Tanker News Is Empty War Distraction
All the talk about US crude loading tankers makes great news-cycle filler And makes proud Americans feel good (the purpose of the news cycle) It makes absolutely no difference for the war with Iran Unless this becomes a forever war That's a nice way...
Australia Must Move Beyond BAU Fuel Security
A credible fuel-security strategy for Australia must ensure provision of short-term liquid fuel stocks for critical services - freight, farming, remote communities, and defence But it must go much further than that We musn't double down on business as usual fuel -...
Middle East Conflict Hits Specific Power Markets Hard
Which power markets are most impacted by the Middle East conflict? #energysky -- via pv magazine global: https://t.co/lVB2iWmuma https://t.co/ebsAwpkHhx
Tax Change Could Slash Renters' Energy Bills
SwitchedOn podcast: The tax tweak that could cut renters energy bills #energysky -- via Renew Economy: https://t.co/HrZEjJv9rw https://t.co/W4IHBaeTsi
US Says Blockade Stopped Chinese Iranian Oil Purchases
US Treasury Secretary Bessent said the blockade is believed to have halted Chinese purchases of Iranian oil, will not renew the Russian oil waiver, and stated that two Chinese banks received Treasury letters warning of potential secondary sanctions.
Viva Energy Refinery Fire Underscores Relentless Chain of Crises
Today, a MASSIVE fire broke out at Viva Energy’s oil refinery near Melbourne, Australia Just more confirmation of Hanke’s School Boy’s Theory of History: It’s just one damn thing after another. https://t.co/WsVZQfMT8v
Bluetti Debuts 13kWh EnergyPro Home Storage in US
Bluetti launches EnergyPro 13K home storage system in US #energysky -- via pv magazine global: https://t.co/cz3heet2cr
Two VLCCs Face US Naval Blockade After Iranian Load
Day 3 of US blockade tanker watch -- Will these two VLCCs be able to get past the US naval blockade after loading Iranian crude?
Virginia Mandates 625 MW Community Solar by 2028
Virginia passes law to add 625MW of new community solar capacity by 2028 #energysky -- via pv-tech: https://t.co/TzRKwax5le
Bipartisan Consensus Emerges on Key Energy Policy
Seems there’s at least one energy policy both sides of the aisle can agree on. https://t.co/TpgcWhyvrK
Australian Fuel Crunch Deepens After Refinery Fire
Australia's fuel crunch is set to get worse 🇦🇺🚨 A major fire at one of Australia’s only two oil refineries will shut some of its production. The refinery supplies 10% of domestic demand Australia’s petroleum product supplies were already really tight due...
Fresnel Lens Heats Rocks, Drives Simple Stirling Generator
Pretty amazing if it works - concentrate sunlight with movable fresnel lens to heat rocks to 1000 degrees C and then a simple Stirling engine to generate power. Nothing that couldn’t have been built a century or more ago.
Freedom Forever Files Chapter 11, Signaling Solar Sector Strain
Residential solar company Freedom Forever files chapter 11 bankruptcy #energysky -- via pv magazine usa: https://t.co/sljYMokXnV https://t.co/K9DL1uyaXw
Solar‑plus‑storage Can Supply 90% of India’s Electricity
Solar-plus-storage could meet 90% of India’s power demand #energysky -- via pv magazine global: https://t.co/54zp6ZcAUX
Trump Admin Saves Billions for Hydrogen Projects
The Trump administration plans to preserve billions of dollars in funding for hydrogen ventures and other projects previously earmarked for termination. https://t.co/4dsgGhyiJe
Sonnedix Wins Key Capacity in Italy’s FER X Auction
How Sonnedix secured capacity in Italy’s ‘crucial’ FER X auction #energysky -- via pv-tech: https://t.co/t9cz3dWn3a
Australian Mining Teeters on Collapse From Diesel Shortages
The Australian mining industry is now on the verge of collapse due to diesel shortages. One of the country’s last two refineries is in flames, and the fuel supply chain that powers every drill, truck, and haul is about to snap. This...
Australian Home Batteries Match 10% of Global Utility Additions
Australian home battery installations equal to almost 10 pct of global utility capacity brought online in March #energysky -- via Renew Economy: https://t.co/41vFHcvKbU https://t.co/u8Hrf4b9Tc
Finally Met Bob McNally Amid Intense Crude Volatility
After more than a dozen years of online oil chats, finally meeting the one and only @Bob_McNally in person in this moment of acute Crude Volatility. https://t.co/4IzH76RqGt
Titanium Poised to Replace Vanadium in Flow Batteries
Titanium emerges as a vanadium alternative for redox flow batteries #energysky -- via pv magazine global: https://t.co/InfLwlxCHc
Higher GDP Buffers Developed Economies From Oil Shocks
It is not really a controversial statement When more GDP is produced or Energy Unit - the price of the energy unit becomes a little less relevant on a running basis The US economy (and other developed economies) can better...
California’s Energy Costs Driven by Policy, Not Consumption
Grok on California’s high price of energy: “It’s a regulated monopoly system layered with aggressive state climate, equity, and reliability mandates that socialize expensive fixed/policy costs onto volumetric rates. This creates high prices despite lower usage.” @tomsteyer, that kind of sounds...
Magnetic Tech Could Unlock Australia's Green Steel Future
Australian company says its magnetic technology could be key to its green steel ambitions #energysky -- via Renew Economy: https://t.co/PbUCPGhuS5
Solar Panels Prove More Economically Viable Than Expected
The economics of solar panels make this a much more viable proposition than one might expect.
EIA’s Data Request Is Routine, Not Regulatory
FYSA - this is not news/exclusive. For the many that will not read the article: EIA said they would be doing this a few months ago. EIA has statutory authority to ask for this kind of information. EIA will not reveal proprietary data....
Renewables Keep Lights On When Supply Chains Collapse
A world that runs on renewable energy rather than fossil fuel is a world that won't go Mad Max. Solar panels don't stop working just because supply lines fail.
Europe’s Gas‑electricity Crisis Effectively over, Easing ECB/BoE Worries
For Europe, the energy “crisis” in natural gas and electricity is, essentially, over. Sure, it can re-start if the ceasefire collapses, and Iran were to attack Qatar. But as now, it’s gone. And, let’s be clear, it was never a threat to...
Georgia Power Permits Data Centers to Source Own Clean Energy
Georgia Power will now let data centers bring their own clean energy #energysky -- via Canary Media: https://t.co/lmcXeMdSqR
Brent Oil Near Neutral, Watch $90 Support, $100 Resistance
#BrentOil Comp Doji Candle and Sideways 6 days. Support $90.4, $84, $73.2. Resistance $100, $103.9, $112.1. RSI 52 near Neutral. 13/21 day EMAs Bullish but Lines converging. Doing 8/21 Bear Cross. Top Bollinger Band $110.7. Midpoint Line $100. Bottom Band...
Asia's Energy Shortage Sparks Rationing and Black Markets
Rationing and black markets have already sprung up in Asia. Some countries have found ways around the shortage (for now), but that has created new issues for others. #iranwar #energy #geopolitics https://t.co/0wpmsFgat3
Iranian Oil Return Could Shift Energy Markets Soon
If the US and Iran reach a deal — a big if — it’s fair to assume Tehran gets sanctions relief. If that includes oil sales — another big, although likely, if — then in a few months the energy...
Spark Gets Australian Approval for Huge Solar‑battery Project
Spark secures Australian approval for massive solar and battery project #energysky -- via pv magazine global: https://t.co/exu5V1LSDn
Canada’s Edge: Integrating Batteries Beats China’s Production
How Canada Can Beat China in the Battery Battle China won manufacturing. But the next round is about integrating batteries into systems. And that could be where Canada really shines. #cdnpoli #batteries https://markhamhislop.substack.com/p/how-canada-can-beat-china-in-the
Solar Needs Screws, Oil Needs Armies
It takes thousands of U.S. troops, ships, and planes to secure oil in Iran, while it takes some screws and a roof to secure solar energy.
Thermally Passive BESS Boost Resilience in Desert Conditions
From ‘refrigerators in the desert’ to resilient, thermally passive BESS assets #energysky -- via Energy Storage News: https://t.co/uc72BX3L9l
Saudi Crude Routed Through Red Sea, Oman, Kazakhstan Supply
Saudi crude secured via Red Sea, other sources are Oman and Kazakstan. #oott #oil https://t.co/XbR2pdl7Lw
Fire Hits One of Australia's Last Two Refineries
A fire has broken out at the Viva Energy refinery in Australia, It is one of two refineries remaining in the country. What a coincidence. 🤔
Rare Cabinet Presence at Private Energy Ribbon-Cutting
Can anyone think of an instance where 3 cabinet secretaries (not to mention the FERC chair) attended a ribbon-cutting ceremony like this for privately owned energy infrastructure? (EPA, Interior, and Energy were there)
Microsoft’s Carbon Removal Retreat Signals Industry Setback
Transcript: Why Microsoft’s Carbon Removal Pullback Is Such a Big Deal #energysky -- via Heatmap News https://t.co/dgLRp1Q17y https://t.co/CEXX9HxKWY
Bitcoin Climbs as Strait Tolls Pressure Gold Reserves
One emerging narrative resulting from the Iran conflict is that Iran will more or less control the Strait of Hormuz with a “toll booth” approach and that countries might pay those tolls in Yuan or crypto. Meanwhile, the exporting countries...
New Documents Raise Doubts on Trump's TotalEnergies Deal
New Documents Add to Doubt Over Trump’s Deal With TotalEnergies #energysky -- via Heatmap News https://t.co/MDZMa61dPh https://t.co/E8CjnYUAek
Bangladesh to Build 442 MW Solar Farm Adjacent to Coal Plant
Bangladesh plans 442 MW solar facility near coal power plant #energysky -- via pv magazine global: https://t.co/XnTyYpz6g6
Buy Oil Majors at February Low Prices
Purchases of international oil majors that are trading at their early February levels when Brent was <$70 strike me as 'money good' $XOM $CVX $COP
Alberta Landowners Furious over Ignored Pipeline Reclamation Law
Alberta Landowners Mad as H*ll About No Pipeline Reclamations AB has 440,000 kms of pipelines. The law says they have to be reclaimed. ABGov/AER says, nope. Landowners are mad. Mark Dorin explains why. #ableg #abpoli https://youtu.be/49_0k2gY-UY
Iran Offers Free Passage Through Hormuz If US Deals
Reuters: "Iran could consider allowing ships to sail freely through the Oman side of the Strait of Hormuz without risk of attack as part of proposals it has offered in negotiations with the United States if a deal is clinched...
US Blockade Stalls Traffic in Strait of Hormuz
Data Shows the U.S. Blockade Is Halting Ships in the Strait of Hormuz #energysky -- via Heatmap News https://t.co/7A8cHmSJiQ https://t.co/uXlypTvEWt