Energy Data Suffers From Painfully Short Time Series
It will never stop being depressing that we have such short time series for important energy data. This is all the data that's available in one series. Thanks for very little, @StatCan_eng. https://t.co/aohxEtK5sC
Calls to Revive National Energy Program with Added Cleaning Reserves
There's always at least one who wants a return to the National Energy Program, except with the addition of whatever "cleaning reserves" are.
Jet Fuel Shortage Looms for Year After Middle East Disruption
Even if the ceasefire holds, we are looking at a months-long shortage of jet fuel on a global basis, most heavily focused on the Southeast and Northeast Asian zone. The Kuwaiti, Iraqi and Saudi [medium-heavy sour] crudes that are favored in...
World Lithium Reserves Surge, Fueling Full EV Transition
New data: no shortage of lithium in the world for a 100% WWS transition. @USGS says known world lithium resources increased by 30% in one year, from 115.1 in 2024 to 150 million tons in 2025. That is enough for 19 billion...
US Gas Gains Offset by Qatar Losses, Hurting Global Economy
I have to question some people's math. Qatar is down 8 bcm and the US is up 2.6 bcm. The issue here is the difference is not being made up and what is good for the US in the short-term is bad...
Nuclear Complements, Not Replaces, Europe’s Fossil Fuel Mix
Myth: European countries should unleash nuclear because they need an affordable, reliable energy source to replace fossil fuels. Truth: European countries should unleash nuclear because they would benefit from an affordable, reliable energy source *in addition to* fossil fuels.
Hormuz Disruption Slashes Global Oil Flow, Tanker Trade Falters
Global Oil Flows Plunge as Hormuz Disruption Chokes Tanker Trade. A narrow take of what is happening. https://t.co/mROsy4L0Hr
Chinese Warship Deters US Blockade, Tankers Sail Freely
American blockade of Hormuz isn’t stopping Chinese tankers. “The presence of a Chinese warship proved sufficiently deterrent.”
US Ends Iran Oil Waiver, Escalates Blockade, Threatens Peace Talks
U.S. Will Let Iran Oil Waiver Expire as Blockade Tightens Grip on Global Flows. What will this do to peace negotiations? https://t.co/RyO97zrsi0
Russia Claims Moon Territories Tied to Rosatom’s Selena Project
Russian officials began talking about "setting aside sovereign territories" on the Moon for Moscow. These seemingly far-fetched claims are linked to the Selena nuclear-power station project from Rosatom which we profile for our subscribers today: https://t.co/DJXLghOrrU https://t.co/SB4D5byjTG
Iran's Potential Oil Rail Exports Lack Analysis
Is Iran exporting oil via rail? Haven’t seen any analysis of this trade lane. https://t.co/QufT0kilKW
Higher Oil Prices Won’t Create Massive Petrodollar Surge
A new blog on a hot topic -- petrodollars The basic theme though is back when oil was at $70 there weren't actually many petrodollars -- and there won't be all that many of them even if oil settles at $100 https://t.co/NFWDnn5zbv 1/
European Gas Prices Plunge to 7‑Week Low Amid Oversupply
CHART OF THE DAY: European natural gas benchmark prices (TTF) fall to 7-week low. Current prices are about the same as in late-January, when I don’t remember anyone in Brussels (or Frankfurt) talking about a crisis and/or inflation problem. LNG market...
Energy Sector Leads, Now 12% Dip—Inflation Hedge
Energy $XLE is the top-performing sector this year, and now it’s in a 12% drawdown. If you think this Iran conflict isn't over, or you just want an inflation hedge in the portfolio, it’s worth a look. https://t.co/jvKqx5faaw
Drone Threat to Hormuz Could Force Iran’s Oil Embargo
If Iran can stop Western ships through the Strait of Hormuz with a few drones, the mighty US Navy can embargo Iran's oil. Goal is to bring the mullahs to the negotiating table in good faith. Iran is a gas...
New York to Host 1 GW New Nuclear Plant
New York state expects to select a community this year to host at least 1 gigawatt of new nuclear energy, signaling a push to accelerate reactor development as electricity demand climbs. https://t.co/6qbR9DLjHg
Extreme Brent Backwardation Pushes Physical Prices $20 Above Dated Brent
Charting the Brent complex today to add some context to the numbers bouncing around. Pretty well everything weird in the current oil market can be explained via *extreme* backwardation (i.e., near-term delivery premia), and as you can see the intense futures...
Heat Pumps Harvest Ambient Energy, Bypassing Oil Dependence
Heat pumps are the most efficient heating technology ever invented. They harvest and compress pre existing heat in the air, ground or water and transport it where it is needed. That energy is all around us. And it...
U.S. Energy Self‑Sufficiency Shields Against Oil Shortages
Ellen Wald, a global energy analyst @ACGlobalEnergy... said: “The US is in a particularly advantageous position to do something like this. The United States is very well supplied. We pump a lot of our own oil. We’re not going to...
Global South Chooses Modular Electrification Over Fossil Fuels
Emerging Economies Embrace Electrification Over Oil and Gas Daan Walter of ember_energy dishes on why bottom-up, modular electrotech is wildly popular in the Global South. #energytransition https://youtu.be/82uq9hblH4U
Launching Panel to Accelerate Universal Sustainable Energy Access
Connecting people to reliable, affordable, and sustainable energy is the most transformative investment we can make. That's why we're launching a new High-Level Panel on Universal Energy Abundance. Learn more: https://t.co/RBMABRVhng
World Economy Decouples From Oil, Yet Some Sectors Remain Vulnerable
The global economy is less coupled to oil consumption than at any point in the last century. This buffers us against the shock of having 15% of production locked up. Though within this, certain sectors and nations are still very...
Datacenter Power Scarcity Fuels Long Positions in CIFR, WULF
Energy and capacity are both still highly constrained. I continue to be long $CIFR and $WULF as I accessible datacenter power will to be in short supply. 💪🏻🚀
Solar Desert Project Highlights Complex Anthropocene Trade‑offs
Surprised myself with this story. Went into the desert expecting to write about a terrible solar project that would harm bighorn sheep...and ended up writing why California should maybe approve it anyway. In the Anthropocene, there are no easy choices: https://t.co/nHm7TLYZB1...
Mild Winter Triggers US Gas Price Plunge
U.S. gas prices plunge after exceptionally mild end to winter U.S. gas futures prices have slumped after the warmest end to winter for more than 15 years caused storage injections to begin earlier than normal, with the threat storage space would...
Energy ETF Slides 12%—Buy‑the‑Dip Opportunity
12% pullback in energy stocks $XLE for everyone who was frustrated they missed the move and swore to buy back in on the next dip https://t.co/xeYc2YdVHI
European Gas Hits Lowest Since War Began
European natural gas prices are heading toward their lowest settlement since the war started (Feb 28), currently trading at €43 per MWh (that's ~$15 per mBtu). The European gas benchmark TTF is now **lower** than it was in late January...
Canada Pauses Fuel Tax, Cutting Gas Price 10¢ per Litre
After Germany, here it comes Canada: Prime Minister Mark Carney said he will suspend a fuel excise tax until Labor Day weekend. The measure will lower gasoline prices by 10 Canadian cents per liter, and diesel by 4 Canadian cents.
GAIL Commits to 700MW Solar and 572MWh Storage in India
GAIL invests in 700MW solar, 572MWh storage projects across India #energysky -- via pv-tech: https://t.co/lS8oHSsLE2
Parliament Energy Secures 1.2 GW Tracker Deal with Ideematec
Parliament Energy signs 1.2-GW tracker supply agreement with Ideematec #energysky -- via Solar Power World: https://t.co/DGSPjEKS8U
All Today's Crises Reduce to Energy Battles
New pod: SUDDENLY, EVERY NEWS STORY IS A FIGHT ABOUT ENERGY -> The Iran War is about energy flows -> The AI buildout is an energy project -> The future of populism—i.e., AI, electricity prices, data center moratoria—is an energy debate w/ @NatBullard Plus: -...
EU Leaders Unite to Electrify Europe for Energy Security
Spent yesterday in Brussels amongst the who-is-who of the EU energy bubble providing the opening remarks for the High-Level Roundtable: Electrify Europe for Energy Security hosted by @GRA_Renewables @Elec_All What an event - this is the spirit we need in times...
California District Adds 3.1 MW Solar to 12 Schools
California school district installs 3.1 MW of solar across 12 campuses #energysky -- via Solar Power World: https://t.co/p01D2DhXnl
Rising Power Bills From AI Data Centers Fuel Election Backlash
Bloomberg: "Across the country, soaring electricity costs are burdening consumers and stirring voter anger. The rapid build-out of artificial intelligence data centers, along with tariffs and upgrades to an aging grid, has raised power prices at rates unseen in decades....
Australia Requires Solar‑Storage Build, Storage First
VIDEO: ‘Storage must come first’: Why Australia mandates parallel solar-plus-storage development but sequential commissioning #energysky -- via Energy Storage News: https://t.co/8eJjtHzBEd
Durable Wind Turbines Pose Recycling Challenge
Wind turbines' best strength - their ability to withstand any issues - is their biggest liability, making them a hassle to recycle. My latest for @IMechE https://t.co/jvEQrpmkp3
Resilient Design Streamlines Solar Project Underwriting
How a resilient design strategy positively affects the underwriting process for solar projects #energysky -- via pv magazine usa: https://t.co/CWfToNb6qu
Middle East Conflict Reshapes Current and Future Energy Markets
Pleasure to open today's sessions at the Semafor World Economy in Washington In a fireside chat with @semafor's Global Managing Editor @prashantrao, I discussed the implications of the war in the Middle East for energy markets today and in the future...
Questioning Panic over Possible Hormuz Closure
"I don't get why people fret about the Strait of Hormuz being closed for six weeks when it might not be closed sometime in the future" https://t.co/2QU64RAu5W
Ideematec to Provide 1.2 GW Trackers for Texas Solar
Ideematec to supply 1.2 GW of trackers for Texas solar portfolio #energysky -- via pv magazine usa: https://t.co/ZZpXXpp5SX
Bullish on Oil as Hormuz Closure Sparks Market Tension
I'm used to oil hate because, well, I'm not a permabull and normally the dooming is deeply overwrought This episode has been weird bc I'm bullish oil given THE STRAIT OF HORMUZ HAS BEEN CLOSED FOR SIX WEEKS and now I've...
Premier Energies Lands 1.6GW Solar Supply Contract
Premier Energies secures 1.6GW solar cell and module supply orders #energysky -- via pv-tech: https://t.co/MdaSsbkDqu
WTI's $7 Drop Signals Ongoing Geopolitical Volatility
WTI crude dropped from $104 to $97.24 in 24 hours — a $7 swing in a single session. That's not a market. That's a volatility event. US-Iran breakdown + supply uncertainty = oil as a geopolitical instrument. Watch $WTI. The whiplash isn't over....
April Sees 10 MMbpd Crude Draw in First Nine Days
Good morning, oil watchers. Vortexa tracking crude/condy stock draws of 10 MMbpd through the first 9 days of April. That's a lot.
Oil Futures Lag Spot Prices Amid White House Influence
Excellent @wsj dive into what's driving the growing divergence between relatively tame oil futures prices and much higher prices on the spot market https://t.co/MLJoHMhDx5 One thing: oil traders convinced prices will go higher don't want to bet against White House...
U.S. Oil Reliance Shows Energy Independence Is Illusion
U.S. Oil Supply: 60% Domestic, 40% Imported “Energy Independence” Is a Myth #Oil #Energy #EnergyIndependence #Geopolitics #USOil #CrudeOil #EnergySecurity https://t.co/6yh7LlchQD
Prioritizing Green, Cheap Energy Solves the Trilemma
This solves the energy trilemma by de-prioritizing secure and prioritizing achieving green and cheap energy transition. My version of the trilemma: https://t.co/YtnAs4vI0F
GCL Optoelectronic Plans 2026 IPO, US Plant, Space Solar
GCL Optoelectronic targets 2026 IPO, US plant, space solar rollout #energysky -- via pv magazine global: https://t.co/rdA4GxUdCl
China's Q1 Lithium Battery Exports Surge, Signaling Energy Shift
China’s lithium battery exports surged in the first quarter, reinforcing signs of demand for alternative power sources to counter the global energy-supply crunch https://t.co/tdvAMTghZb
WEC Chief Urges China Tech, Warns Overcapacity
World Energy Council Head Urges Nations to Use China Tech to Go Green Wait, what about "overcapacity"? https://t.co/gQusOUBuWD