Defense Firms Tap EIB to Fund Clean Energy Transition
Defense firms are increasingly turning to the European Investment Bank for help to shift to alternative energy sources https://t.co/wTrL31wKHn
Center-Left Reconsiders Fossil Fuels, Embraces “Woke” Drilling
COLUMN: Even before the US-Iran war, some on the center-left were rethinking their stance on fossil fuels. Can oil drilling be woke again? Yes, it can. I talked to Canadian Energy Minister Tim Hodgson about "all-the-above" energy policy. @Opinion https://t.co/Aaj3jwJxde
Pakistan to Impose Evening Rolling Blackouts Amid LNG Shortage
Pakistan plans more rolling blackouts due to a fuel shortage 🇵🇰⚠️ Power supply will be suspended for two hours during the evenings when demand rises Pakistan hasn't received an LNG shipment since early March due to the war in the Middle...
US Blockade Threatens $435 M Daily Loss for Iran
🇮🇷 Iran Intel Brief | Pre-London ─────── US blockade of Iranian ports halts 90 percent of Iran's sea-based trade and economy. US declines to renew sanctions waiver for Iranian oil exports expiring April 19. Iran considers pausing oil shipments to evade testing the US...
Asian Leaders Discuss Energy Security Amid Middle East Conflict
Honoured to speak to leaders from across Asia at a meeting of the AZEC convened by Prime Minister Sanae Takaichi @takaichi_sanae on the global energy market situation amid the conflict in the Middle East & @IEA’s work to support governments...
Japan Pledges $10 B to Fuel Southeast Asia
Japan will provide as much as $10 billion in financial support to Southeast Asian countries to help them buy oil 🇯🇵🤝🛢️ This is the biggest effort yet to help cash-strapped developing nations deal with fuel shortages (This benefits Japan. SE Asia key to...
Norway’s CCS Hype Misleads; Choose Cheap Clean Tech
Norway's been shopping around CCS PR in Australia, so I dug into the latest data and found that despite our reputation, we are really not a model for anyone to follow. Don't put your eggs into the fossil fuel basket,...
Tax Fossil Fuels to Phase Them Out, Not Fund Expansion
It is good that Norway taxes its fossil fuel industry. But it is extremely bad that we use that cash to help expand it, often in destructive ways and at great loss to ourselves. Like the tobacco industry, we should...
Free Interactive Map Shows Entire U.S. Power Grid
🚨 Every power plant, transmission line, substation, and data center on the U.S. grid. Someone put them all on one interactive, completely FREE map. Zoom into any region, and the whole picture comes into focus. You can literally see: → the transmission corridors carrying...
Iran Can Hold Hormuz Longer; US Strikes Won’t Spark Crisis
Seven weeks later, many taboos broken: 1) Iran can’t block the Strait of Hormuz. Yes, it can, and for far longer than the oil market thought it would be possible. 2) If the US attacks, an energy crisis follows. Sure, gasoline...
Hormuz Traffic Remains Steady Despite US Blockade
Strait of Hormuz traffic barely affected on first day of US blockade, data shows https://t.co/isyBzFbeAW
Network Operators Could Unlock Australia’s Kerbside EV Charging
Can networks solve Australia’s “chicken-and-egg” EV problem? The battle for control of kerbside charging #energysky -- via Renew Economy: https://t.co/xpzheDun47 https://t.co/eaZ3zueOeo
China Dominates Global Green Tech Landscape
The Financial Times reports that China has a ROYAL FLUSH. Chinese now leads in EVs, solar panels, batteries, wind turbines, and more. CHINA HAS CARDS AND KNOWS HOW TO PLAY THEM. https://t.co/XCaFDiD4ka
US Treasury: China Blocked From Iranian Oil
And in response:: US treasury secretary says China will not be able to get oil from Iran ⏳🇨🇳🛢️ $USDCNH
Suniva Announces 4.5 GW Solar Cell Plant in South Carolina
Suniva to build 4.5 GW solar cell factory in South Carolina #energysky -- via pv magazine usa: https://t.co/YMH2nW27oz
Cheap Energy Drives Technological Innovation, Not Guarantees Future
Then learn while you're young @andrewsun_83 Innovation & technology are corpses without cheap abundant energy. Cross plot the big advances in tech with cheap fossil fuels. Learn from the past but never assume the future will be anything like it. https://t.co/p7RCR0Vnxr
Coal-to-Liquids Remains Uneconomic and Unscalable, History Shows
Pay attention @andrewsun_83 100 years of history at all oil prices says coal-to-liquids is uneconomic. Even if it were, it can't scale. End of story. Stop beating a dead horse that decomposed and disintegrated before either of us were born.
Sinopec to Source Russian Oil Directly After US Waiver
Translation: With President Trump Waver, SINOPEC can but the Russian oil "DIRECTLY" without STS or intermediaries. Sinopec buys Russian oil to replace Mideast supply after US waiver, sources say
Decades‑long Water Floods
The example cited was a limited test on a field that had not yet had a water flood @infinitelyblank The fields in Iraq have been on water flood for decades. In the best case, the wells will take weeks to months...
US Blames
Of course US treasury says China can't get oil from Iran. It's part of Trump's fake-reality propaganda machine The US is late to the party because it's been ENERGY BLIND A blockade of Iran's oil should have happened on Trump's Day 1 January...
Stegra Secures Funding to Build First Major Green‑Steel Mill
Stegra lands funding to complete world’s first major green-steel mill #energysky -- via Canary Media: https://t.co/6HfQXWLlcP
Iran Reverts to State-Controlled Oil Export Model
⚾️I have no idea about the implications... but one thing is clear, they know things that we don't. ⚾️Please share your thought if you are familiar with these issues. 🛟Iran ends intermediary oil sales, returns to state-controlled export model...
Energy Shock Just Beginning, World Faces Unprecedented Recovery Crisis
The energy pain hasn’t hit yet—it’s just starting says @OpenSquareCap He's right but it's worse than that Even if Hormuz reopens, the world may never fully recover from this shock To find an event on this scale, you have to go back...
Analysts Lack Field Experience, Misjudge Oil Supply Solutions
Most oil analysts are amateurs with zero oil & gas operational experience That's why they think fixing Hormuz will solve the supply crisis. Have them watch a flow test on a well that's been shut in for a few weeks Or take...
China's Oil Reserves Outpace U.S., Reducing Shock Risk
China is better prepared for an oil system shock that any major power They've been planning and preparing for decades China is not immune The US is more vulnerable than China because our oil is light beer OK for a buzz but not the...
AI Hacks Reveal Remote Shutdown Vulnerability in Microinverters
AI-enabled hacks expose remote shutdown risk in microinverters #energysky -- via pv magazine global: https://t.co/p4PdEDHSAO
Closing Hormuz Harms All, Not Just China
Reductive nonsense @DrJStrategy I could be more strident "Closing Hormuz hurts China” is fantasy It hurts EVERYONE—starting with the system the U.S. sits at the center of You call yourself a strategist. Run your dumb idea thru a chat bot to see what an...
China’s Coal‑to‑Oil Project Too Small to Matter
China's coal to oil is physically small @gordonschuecker @FootnotesGuy It has nothing to do with war planning It's a science project because China is an oil have-not but has lots of coal It can't scale to more than a few % of...
Neoen Begins Construction on First 6‑Hour Mega Battery
“Boots on the ground:” Site works begin at Neoen’s first 6-hour big battery #energysky -- via Renew Economy: https://t.co/R3ukH8q8IN https://t.co/pk0DKjZQj0
Greek Utility Builds 2.13 GW Solar Farm on Former Coal Mine
Greek utility completes 2.13 GW solar cluster at former coal mine #energysky -- via pv magazine global: https://t.co/37U9NvC13u https://t.co/Q8vsTuqtmw
Experts Offer Strategies to Overcome US Energy Storage Bottlenecks
Experts weigh in on navigating supply chain bottlenecks in US energy storage #energysky -- via Energy Storage News: https://t.co/nWdxoTZoHR
Bloom Energy's Oracle Deal Spurs Scandium Boom
Congratulations to Bloom Energy $BE on their deal with Oracle The koala is absolutely thrilled to see the demand growth trajectory for bloom boxes inflect higher and higher 4kg per 100kw scandium density (Gemini screenshot below) is ~40 tonnes per GW Let’s...
Danish Giant Delivers Gigascale Battery to Grid
Danish giant sells giga-scale battery as project readies to hit the grid #energysky -- via Renew Economy: https://t.co/EXmu0gneVh https://t.co/wFxd1ttud3
Coal-to-Liquids: Costly, Unscalable, and Fundamentally Obsolete
Coal-to-liquids has been a failed technology for almost 100 years @LucanusLonginus It was too expensive & unscalable in a world of abundance It looks even more ridiculous in the Mad Max scenario we approach unless we come to our senses...
Greece Adds 1.9 GW Solar Capacity in 2025
Greece installs 1.9 GW of PV capacity in 2025 #energysky -- via pv magazine global: https://t.co/t1PLkvG9dI
US Drone Powers Up Power Lines, Boosts Grid Innovation
I was walking around @PlugandPlayTC in Silicon Valley today and saw this drone while meeting with someone else. Turns out he built a drone to hook to power lines to charge up. And then does a variety of things for the...
Gulf Medium‑Sour Crude Fuels West Coast Pipeline Gap
The oil that the USA imports from the Gulf is overwhelmingly medium sour, much of which ships to the West Coast which lacks pipeline access to domestic or Canadian oil. More featured on today's Chartbook Top Links in the comment...
New Lithium Finds Slash Battery Costs, Accelerate 100% Renewable Shift
With the discovery of 30% more world lithium resources in one year, battery-electric vehicle and stationary battery storage prices should continue to drop rapidly, facilitating world electrification and the inevitable transition to 100% WindWaterSolar across all energy sectors.
Market Milestones Shouldn't Distract From Strait Tensions
If the Dow hits 50,000 again, do we lose our right to talk about the Strait of Hormuz?
New Global Panel on Universal Energy Abundance Launched
Excited to launch a new partnership betw @ColumbiaUEnergy & @RockefellerFdn to create the High-Level Panel on Universal Energy Abundance, chaired by fmr Chile Pres Michelle Bachelet, w 17 senior leaders. For more check out convo w @rajshah👇 More details: https://t.co/57Msgn6wP9
Free Nuclear From Irrational Policies to Triple Output
A total of 38 countries have now signed a pledge to triple global nuclear energy by 2050. I have argued for years that countries should unleash nuclear power by removing the irrational policies holding it back. But the way to unleash...
Vietnam's GG Power Launches 5 GWh BESS Plant, Backed by Government
Vietnam’s GG Power opens 5GWh BESS factory, government emphasises support for local supply chain #energysky -- via Energy Storage News: https://t.co/jJekahGYpp
Aroma Solar Opens 1.2 GW Module Factory in India
Aroma Solar launches 1.2 GW module factory in India #energysky -- via pv magazine global: https://t.co/T1YSjCLQtj
Accurate Oil Bottom Forecast Highlights Demand Overestimation
We essentially nailed the exact bottom in our coverage at @RealVision and Nowcast IQ, largely thanks to our nowcasting, which showed that conditions had stabilized and, in some cases, were already beginning to improve. Oil futures are now already below pre-blockade...
Iran Conflict Fuels Massive Commodity Price Surges
Since the start of the Iran war... Sulfur: +67% Jet Fuel: +66% Urea: +51% Diesel: +50% Heating Oil: +40% WTI Crude Oil: +37% European Natural Gas: +34% Gasoline: +32% Fertilizer: +31% Brent Crude Oil: +31% Coal: +14% Palm Oil: +10% Iron Ore: +7% Rice: +4% S&P 500: +1% $VIX: -8%
Microsoft’s New Data Centers Out‑emit 15 Smallest Nations
Fun new @stand.earth research just out. Microsoft's three new massive hashtag#Petrotech fossil-fuelled data centres will: - Increase Microsoft's emissions 160% - Have higher emissions than power sectors of each of Greece, Ireland, Sri Lanka, New Zealand... - Have higher emissions than the...
Aviation Leaders Chart Progress on Decarbonising Skies
This year's Sustainable Skies World Summit in Farnborough saw the aviation industry come together to debate the latest progress in decarbonising aviation - report #avgeek https://t.co/opeF1FeYTc https://t.co/0wBBHSf3J2
Denmark Hits 92% Clean Power, Exports Surplus
"But the wind doesn't always blow" Denmark just hit 92% low-carbon electricity in 2025, with 0 lumps of coal burned for 3 straight months While Big Oil's victims stay hijacked by volatile prices, the Danes are exporting clean energy to their neighbors https://t.co/mMtu3lU8ne...
Homes Can Lend Electricity to AI Data Centers
Your house could loan power to AI data centers with new Span product #energysky -- via Solar Power World: https://t.co/c02apEnncI
Canada Faces Critical Energy Decisions, Says Expert
Canada at an Energy Crossroads - with Michael Liebreich Global energy expert Miichael Liebreich was in Ottawa last month talking to think tanks and policymakers about Canada's energy future. Fascinating insights, as always. #cdnpoli https://youtu.be/hE7NRMhgcwk