Space‑Based Solar Power: The Next Clean Energy Frontier
What if the future of clean energy isn’t on Earth… but in orbit? ☀️⚡ The sun sets. The wind stops. Demand doesn’t. On April 21, during SF Climate Week, we’re bringing together the people building the future of space-based solar power and asking one big question: Can energy from space become real infrastructure? Join us or a conversation about the future of clean, reliable, always-on power. #SFClimateWeek #CleanEnergy #SpaceTech #Innovation #ClimateSolutions
US Oil Exporters Profit From War, Alongside Russia, Iran
US oil and gas exporters are among the war’s winners (along with Russia and Iran).
Fortescue Launches World's Largest Off‑grid 4‑5 GWh Battery
Fortescue fast-tracks ‘world’s largest off-grid system’ with 4-5GWh battery storage in Australia #energysky -- via Energy Storage News: https://t.co/05BV52AniW
Discover Your Battery’s End‑of‑Life Value
What will your batteries be worth at end of life? Workshop: The Battery Value Equation London, 2 June https://t.co/uP8lIQAT77
High Gas Prices May Spur Blame on Record Exports
Not saying it is right, but if prices at the pump don't drop further, it won't be long before consumers begin to blame "record exports." Surplus and $4.00 gas don't fit comfortably next to each other in our mind.
Canadian Oil CEOs Reject Carbon Tax, Seek Investment
No one talks down the value proposition for Canadian oil and gas more than Canadian oil and gas leaders.
Old FERC Rule Limits Data Center Cost Recovery
I have two new pieces on transmission pricing for data centers. I explain that a 1990s FERC policy intended to spur competitive markets is being understood to prevent utilities from charging data centers for their full costs of service.
European Physical Oil Market Shows Tentative Easing, Brent Below $120
Tentative signs -- with a lot of emphasis on tentative-- of easing in the European physical oil market. Dated Brent is falling below $120, and lots of offer today on the key trading window (compared to overwhelming bids in...
U.S. Blockade Fuels Iran’s Shipping Disruption Strategy
The U.S. blockade is helping Iran Iran’s play: disrupt shipping, break the system. U.S. response: disrupt shipping even more. That’s not counter-strategy—it’s reinforcement. #Oil #Energy #Geopolitics https://t.co/Kz2aYw9QG3
Industry Highlights $6.5B Solar Waste Opportunity Amid Politics
“This is a $6.5 billion opportunity:” Industry claps back at toxic political fear-mongering on solar waste #energysky -- via Renew Economy: https://t.co/ROFCOP4mYU https://t.co/gzxLpbgXHX
European Wholesale Power Stabilizes at Pre‑war Levels
European wholesale power is back to pre-war levels. Germany 1-year forward is at ~€88 per MWh, almost at par with the 2025 annual average of €87.3 per MWh. French and Great Britain power prices have given up most of the gains...
UGL Progresses 2.1 GWh Neoen Battery Project in Australia
UGL advances construction on 2.1GWh of battery storage for Neoen across two Australian states #energysky -- via Energy Storage News: https://t.co/c5dlRLHS5m
Distributed Power Beats Gas Peakers for Data Centers
Today on Volts: I talk with my old friend Jigar Shah about the headlong rush to build data centers, the lunacy of building a bunch of behind-the-meter gas-fired power plants to run them, the benefits of distributed capacity & greater...
U.S. Community Solar Hits 10 GW Amid Contraction
U.S. community solar passes 10 GW milestone despite market contraction #energysky -- via pv magazine usa: https://t.co/h4GQQW3z4p
OKLO’s Pipeline and Cash Boost Hope Despite Execution Risk
Someone on Reddit asked "is there any hope for $OKLO ?" It's up 9% today Quick fundamental check: - 14 GW signed customer pipeline (Switch, Meta, Equinix) - $1.23B cash with minimal debt - Board just got overhauled with nuclear/energy veterans - Pre-revenue but funded through...
Shale Drilling Needs 18‑24‑month Price Certainty, Not Just High Oil
Higher oil price ≠ more shale drilling @WindsorSe7en What matters is 18–24 month price visibility The forward curve isn’t exactly screaming “drill”
Self‑Tracking Solar Panels Boost Efficiency Automatically
Next-Gen Solar Panels That Track the Sun Automatically by @XueJia24682 #Innovation #Sustainability #CleanEnergy #Technology https://t.co/dacGpcqiPh
Tigo's Mini Inverter Revives Legacy Solar Systems
Tigo’s smallest inverter can now adjust its AC output to repower legacy solar systems #energysky -- via Solar Power World: https://t.co/DWPwDrcgpD
Third Battery Stage Begins, Adding 312 Tesla Megapacks
Construction and concrete pours begin on third stage of massive battery, adding another 312 Tesla Megapacks #energysky -- via Renew Economy: https://t.co/0MoRLztKGz https://t.co/Djyf8Vf6jn
Canada’s Electrification Lag Threatens Economic Competitiveness
An Electrified Canadian Economy is a More Competitive Economy But Canada is falling behind. Interview with Victor Jacquet (Concordia). Follow for thoughtful energy journalism. Share if it’s useful. https://youtu.be/1D-AbRn8VoM
Chinese Navy Escorting Iranian Oil Tests US Resolve
What happens if the Chinese navy escorts its purchases of Iranian oil out of the Gulf? Does the U.S. fire—or fold? That’s the risk baked into this blockade. #Oil #Geopolitics #Energy https://t.co/E9QhehmmvD
Iran Views Closed Strait as Leverage Amid Time‑Wasting Crisis
From Iran's perspective keeping the Strait closed for a full month while not being actively bombed is an ideal position from which to continue building steady leverage. Truly hope this ends soon, but, again, this remains a crisis of lost time—and...
US Petroleum Inventories Drop 9M Barrels, Crude Rally Stalls
US total commercial petroleum stocks fell by 9 million barrels last week. Crude was down by 0.9 MMbbl, gasoline by 6.3 MMbbl, and diesel by 3.2 MMbbl. Crude had been building faster than usual over the past month and appears to now...
Supply Gap Emerging as Last Hormuz Tankers Arrive
The tanker companies I spoke to last week confirmed that the last vessels that moved out of the Strait of Hormuz before the closure have reached their destinations at the end of March -- meaning the real supply gap is...
US Blockade Halts Iran's Oil Shipments to China, India
"The U.S. blockade of Iranian ports has all but stopped Iran-controlled or dark-fleet tankers moving Iranian oil to importers mainly China and India." https://t.co/UXsjqOp2by
WTI Crude Jumps as Inventories Plummet and SPR Shrinks
JUST IN: WTI crude surged due to unexpected inventory drops across the energy sector and a massive Strategic Petroleum Reserve decline.
US Oil Production Hits Record High Amid Hormuz Blockade
CHART OF THE DAY: The barrel of last resort. US total crude oil and refined petroleum products have surged to an all-time high of >12.7 million b/d. (And further highs are likely over the next few weeks as everyone turns...
Blockade Iran: Safer Than War, No Oil Spike
If you're interested in the rationale for blockading Iran and why this won't spike oil prices, watch my discussion on this from a month ago with @paulkrugman. Economic warfare like a blockade isn't perfect, but it's infinitely preferable to actual...
Fermi’s IPO Hype Fades as AI Power Plans Stall
Last October, Fermi Inc. was sizzling. It raised $746 million in an IPO and was planning to build 11 GW of power generation for AI data centers. But Fermi’s sizzle has turned to fizzle. (Article linked below in comments.) My...
India’s EV Push Still Hinges on Chinese Supply Chains
Battery and EV manufacturing are more dependent on China than ever despite billions in investment under the Make in India initiative Yes, innovative Chinese companies like BYD, CATL, and REE/magnet producers... https://t.co/CmFd1U4boY
EVs Could Slash $600 B Yearly Import Costs
"Replacing oil imports for road transport with EVs could save importers over $600 billion a year – the single largest lever any country has to cut its import bill." https://t.co/wrSnkZ0bKk
Markets Near Record Highs as Peace Prospects Brighten
🚨 IRAN. CHINA. OIL. STOCKS. 2 MINUTES. Markets are near record highs but the US-Iran ceasefire is still up in the air, China is watching every move, and oil prices are creeping up. Here's what it all means for your portfolio 👇 📌...
Strait Reopen Unlikely; Production Recovery Years Away
"The strait could reopen quickly "It won't, but it could," says @gbrew24 "Unwinding production cuts, though, will take weeks if not longer" I'd say re-starting production will take months to years. There's physical & reservoir damage But mostly world demand is down &...
Cutting Qatar and UAE LNG Rewinds Market Five Years
Removing Qatar and UAE LNG supplies from the global market is like winding back the clock to the same supply levels as 2021, a 5-year setback. https://t.co/zj6XaND0zQ
Peace Talks Cut Oil Prices, War Premium Vanishes
$USO $WTI crude dropped from $104 to $93 on Apr 14 as peace talks advanced and the IEA slashed its oil demand outlook — expecting an 80kb/d contraction this year. War premium evaporating in real time. https://t.co/2vKFARGwFk
EU Allows Fuel, Fertilizer Price Flexibility Amid Iran Conflict
EU to give members leeway on fuel, fertilizer prices amid Iran war https://t.co/vDWd0WFUXl via @johnainger @AlbertoNardelli https://t.co/GeUMkkLivE
Nomadic Drones Boost Grid Resilience with Self‑Charging Autonomy
Nomadic #Drones Revolutionize Grid Resilience with #Autonomous, Self-Recharging Inspection Systems via @WevolverApp #EmergingTech #Innovation #Technology #Tech https://t.co/ajeMbxIykP
January Gas Expected Below $4.40 in Q4
January Gas: Above $5.40 or Below $4.40 in 4Q? A year ago, the January 2027 natural gas future was roughly the same as the $4.60 per MMBtu on April 14, indicating the price to expect in 4Q. A move below the...
Partnering with World Bank to Accelerate Energy Access
I am attending #WBGMeetings and had productive meetings with @WorldBankGroup's @bjerde_anna & Franz Drees-Gross. I look forward to our continued partnership to accelerate #energyaccess by scaling investments & sustaining delivery momentum through initiatives such as #Mission300. https://t.co/SPLfczfKLe
EU Favors Centralized Carbon Credit Purchases over Corporate Buying
The EU said it prefers controlled purchases of international carbon credits over the acquisition of them by individual companies https://t.co/RVw7et7wBO
Oil Doom Forecasts Wrong: Blockade Didn’t Spike Prices
One month ago, I wrote that oil price forecasts of $150 or $200 were fear-mongering and that a blockade was the way to go. We now have a blockade - an important and courageous step - and oil prices aren't...
Diesel Prices Near 2022 Peak, Close to 2008 High
Real diesel price now within 90 cents of the 2022 peak and $1.65 from the 2008 high (using monthly closing prices) @jkempenergy https://t.co/sCJ6D7sfbJ
Public Grumpiness Undermines Support for New Energy
One problem, independent of any ethical arguments. This has damaged public support for new forms of energy generation. It has made people collectively grumpy about something they should be individually excited by.
US Warns China Will Lose Access to Iranian Oil
Escalation either way: US Treasury Secretary Bessent says China will no longer be able to get oil from Iran.
Pre‑war Shipments Arrive, Marking Energy Crisis Turning Point
The global energy crisis has moved from theoretical to very real. As the last shipments sent before the war begin to arrive, we are now hitting a turning point in the energy crisis. Full Newsletter: https://t.co/8EQyEETy7t #crudeoil #energy #geopolitics https://t.co/HnrMkQSYy5
Saudi Pipeline Restores, Red Sea Crude Loads Surge
Iranian coast blockade to lift April’s Red Sea crude loadings to new highs ▶️Saudi pipeline restored at the weekend following Iran attacks, minimising delays in exports from its west coast ▶️Red Sea loadings peaked in March and likely to surge in April...
Persistence Birthed Slickwater Fracking, Unlocking Cheap Shale Gas
tweet of the day: George P. Mitchell spent nearly 20 years and millions of his own dollars trying to crack the Barnett Shale in Texas. His team eventually figured out "slickwater fracking", which finally made extracting gas from shale cheap...
Whisky Distillery Uses Stored Green Power for 1200°C Steam
Heat batteries delivering up to 1,200C using off peak electricity: A Scottish whisky distillery just claimed a world first — producing high-temperature steam for distilling using stored green electricity instead of fossil fuels. https://t.co/1A1cS5hLUt
US Diesel Prices Surge Post‑Iran War to 87th Percentile
U.S. RETAIL DIESEL prices including applicable taxes have averaged $5.61 per gallon so far this month up from $3.72 in February before the outbreak of the war with Iran and $3.52 in January. Inflation-adjusted prices have surged into the 87th...
Iran's Supertanker Defies US Blockade Amid Interceptions
Dear @grok truth? A. Iranian sanctioned supertanker crosses Strait of Hormuz, reportedly defying U.S. blockade. Vs B. U.S. naval forces have intercepted eight oil tankers entering or leaving Iranian ports since the start of the blockade, according to a U.S. official -WSJ