IFM Threatens to Pull $2.2bn SAF Investment without Mandate
IFM Investors Pty warned it may scrap a proposed A$3 billion ($2.2 billion) investment to make sustainable aviation fuel in Australia, unless the government mandates that airlines use the product. https://t.co/u1m4QDuPzx
Grid Requires Far More Batteries Than U.S. Currently Produces
Great. The grid is going to need a lot of batteries. Far more than the US is producing right now.
Gas Prices: Crude, Refining, Distribution, Taxes Explained
What goes into the price of a gallon at the pump? 1. Crude oil 2. Refining 3. Distribution and Marketing 4. Federal, State and Local Taxes Simple as that.
Energy Vault Reaffirms 2026 Outlook, Targets AI PPA Deals
Energy Vault reaffirms 2026 guidance, sets sights on AI infrastructure PPA deals #energysky -- via Energy Storage News: https://t.co/V52DfhOD7S
JA Solar Eyes 2026 Profit as Industry Pivots H2
JA Solar set to return to quarterly profit in 2026, industry inflection point expected in H2 #energysky -- via pv-tech: https://t.co/4Rswo6uCvO
Asia’s Electrification Surge Weakens Case for Canadian Pipeline
Asia’s Electrification Boom Threatens Canadian Pipeline Dreams A West Coast pipeline didn't make sense before Trump invaded Iran. As Asia scrambles to speed up electrification, it makes even less sense. Agree or disagree? #cdnpoli #abpoli https://youtu.be/Spng19NRRcE
Expert Javier Blas Shows Why Oil Remains Bullish
My friend and renowned oil expert Javier Blas stays ahead of the curve. The evidence he presents is just another reason to stay LONG OIL. https://t.co/7TOPtNTah6
Is France’s Post‑COVID Surge Powered by Its Nukes?
But I find myself wondering to what degree is France’s post Covid outperformance down to its nukes?
Markets Rally as Iran Peace Hopes Fade
JUST IN: Oil, stocks, VIX, and yields rise as hopes for an Iran peace deal plunge.
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#BrentOil Comp Doji Candle and been in z Sideways Range 6 weeks ish. Resistance $115.1. Support $100, $96.1, $86.1. RSI 56 near Neutral. 13/21 day EMAs Bullish. Top Bollinger Band $116. Midpoint Line $107.1. Bottom Band $98.
India, EU Inventories, and China Refineries Drive Oil Market
The Oil Market’s Hidden Stories: India, EU Oil Inventories, and China’s Refineries Daily Energy Report https://t.co/nprzgQ2K3f
OPEC Output Drops to Record Low Amid Hormuz Disruption
JUST IN: OPEC oil output hits a new low in April due to Hormuz export disruption.
Market Soars Amid Hormuz Tensions, AI Offers Explanation
Austin: Iran's neighbors are not cool with them having sovereignty over the Strait of Hormuz, so this conflict will not be resolved for a while ... and yet the market is ripping anyway. 🚀 Ram: This entire market can be explained by...
US Spots China's Oil Weakness, Trump Leverages It
Chris Perkins on Iran: The US has identified a vulnerability with China -- in terms of oil. Trump is feeling like he has some leverage and is bringing American businessmen and women to get deals done. https://t.co/74yrKrKmOJ
California Gas Prices Poised to Climb Past $6 per Gallon
Think $6 Gas Is Bad? It’s About to Get Even Worse in California https://t.co/9uG3o8qsPg “Democracy is the theory that the common people know what they want and deserve to get it good and hard.” ― H.L. Mencken
Ford Launches Grid-Scale Battery Business, Ford Energy
Ford formally launches grid-scale battery business Ford Energy #energysky -- via Solar Power World: https://t.co/ODQBY8S1fR
US Transformer Shortages Push Lead Times to Four Years
U.S. transformer market faces severe supply constraints as lead times extend to four years #energysky -- via pv magazine usa: https://t.co/FIwhA7Z3bJ
Last Middle Eastern Oil Arrives as Drivers Face Record Prices
JUST IN: A supertanker in Long Beach delivered California's final incoming shipment of Middle Eastern oil, a milestone as drivers pay the nation's highest fuel prices.
Offshore Wind Avoids Fire and Oil Spill Hazards
You know what offshore wind farms don't do? Catch on FIRE 🔥 — or spill millions of gallons of oil 🤦♂️ https://www.latimes.com/california/story/2026-05-11/oil-platform-fire-california
Trump Proposes Gas Tax Suspension to Ease War‑driven Prices
Trump wants suspension of fed gas tax. To give consumers from high gas prices with his Iran war.
U.S. Crude Futures Rise to $98.07, Up 2.8%
JUST IN: U.S. Crude Oil Futures settled at $98.07 per barrel, up $2.65 or 2.78 percent.
Beyond Hormuz: Global Energy Chokepoints at Risk
Strait of Hormuz Just One of Many Vulnerable Global Energy Chokepoints Abishur "Mr Geopolitics" Prakash discusses which other oil/LNG chokepoints in the world might be blockaded next. #cdnpoli https://youtu.be/zK6jI-whBkY
China Launches Portable Foldable Solar Power Stations
China Deploys Foldable Solar Power Station for Instant Energy Anywhere by @volcaholic1 #Sustainability #RenewableEnergy #CleanEnergy https://t.co/LDunS4hBvm
US Wind Growth Steadies as China Soars 23%
The good news so far about wind, despite U.S. federal efforts to squash it, is that the wind installation growth rate from 2024 to 2025 (4.0%) was slightly higher than from 2023 to 2024 (3.5%) and only slightly lower than...
California's Renewables Surpass Fossil Fuels, Meet 100% Demand
WindWaterSolar steamrolling fossil fuels in California. 40 straight days and 106 of 130 (81.5%) in 2026 with WWS meeting >100% of demand for an average of 4.5 h/day among all 130 days. Fossil gas down 61.1%, batteries up 328%, solar up 61%,...
Trump's Iran Missteps Threaten Global Energy Stability
Trump’s Iran Quagmire Disrupting Global Energy Stability Donald Trump is the worst president in the history of the United States. His mishandling of the Strait of Hormuz debacle is just one data point, says @UofT Prof Jack Cunningham #cdnpoli #uspoli https://youtu.be/cU5OzPfjVAI
China's EV Exports Outpace Gasoline for First Time
China shipped more electric than gasoline cars worldwide for the first time ever in April 52.7% of 769,000 cars exported were EVs, doubling EV exports from last April. More EVs because they save consumers $20,000-$40,000 in fuel costs if driving 15 y/15,000...
OVX Double VIX Highlights Oil’s War‑Driven Fragility
OVX remains roughly 2x VIX during the Iran war Oil markets are pricing persistent physical disruption and systemic fragility. Equity markets are pricing containment, liquidity, and normalization. #OilMarkets #OVX #VIX #IranWar #Energy #Geopolitics #Macro #SystemicRisk https://t.co/P1HxZdHFGn
Second LNG Tanker Aborts Strait of Hormuz Transit
Oh no — the second LNG tanker has just made a U-turn. It appears to be reversing course and abandoning its transit through the Strait of Hormuz. #Qatar #LNG #Pakistan https://t.co/u95Ojc3E7N
One Power Station Deal Outshines the Rest
I've found 7 power station offers from Bluetti, Jackery, EcoFlow and Anker, but one deal really stands out. https://t.co/o0RcHCNTqf
Japan's SPR Draw Outpaces US at 1.5 MMbpd
Between the end of March and beginning of May, Japan drew down crude stocks—mostly its SPR—at a rate of ~1.5 million barrels per day. Japan's SPR releases started much more quickly than the US' and that 1.5 MMbpd *average* draw rate...
New Open‑Access Blueprint Demystifies U.S. Renewable Fuel Standard
1. If anyone thinks that understanding the U.S. Renewable Fuels Standard (RFS) is confusing, you are not alone. That is why, after 15 years of work with some extraordinary collaborators, I'm thrilled to share that "The Biofuels Blueprint: Understanding...
US O&G Rejects Unrealistic Energy Outlooks
Everyone in energy knows this won't be the case, exactly, but still that's not the kind of messaging US O&G companies want to hear
Record Diesel Prices Threaten Truckers, SMEs, and Consumers
If diesel hits an all time record? What will it do to trucking? Especially owner operators? And to supply chains? Especially SMEs? And consumers?
Energy Security Fuels Agrivoltaics and E‑bike Boom
In the latest Current Climate newsletter: ☀️Solar on the farm: the benefits of agrivoltaics ⚡️Energy security is driving the clean energy transition 🚲 Trek Bicycle’s John Burke on the booming e-bike market, supply chain disruption https://www.forbes.com/sites/current-climate/2026/05/11/integrating-solar-on-the-farm/
Kharg Island Sees Longest Tanker‑free Stretch Since War’s Start
Kharg Island update: @CopernicusEU satellite imagery shows no supertanker loadings on May 8, May 9 and May 11 (we don't have data for May 10 from either Sentinel 1 or Sentinel-2 🛰️). It looks like the longest stretch without loadings...
Not All Market Interventions Equal Manipulation
We need more specific language when talking about "market manipulation," which like most things is a spectrum. Unprecedented Trump/White House jawboning and verbal interventions: obviously happening, manipulative in that they successfully moves markets, but fair game (if irresponsible) and not what...
Hormuz Sovereignty Never a Pre‑war Issue, Now Contested
It cannot be stressed hard enough that Hormuz sovereignty was never a sticking point prior to the war. This is the reality that was shattered, and we aren't going back. Iran threatened the Strait plenty, but it was always largely bluster and...
Brent Futures Slightly Below Dated Brent, No Major Dislocation
Prompt Brent futures are currently $103/bbl, while latest Dated Brent quote is at $105/bbl. Hardly the stuff of acute dislocation. World is in a record supply deficit, though at this stage market still choosing to be more patient re: accumulating the consequences...
Iran Conflict Fuels Surge in European Clean Energy Adoption
A new New York Times piece shows: The Iran war is accelerating something that was already underway: Europeans turn to solar, heat pumps & EVs in large numbers. E.ON reports solar interest in the UK up 63%. Enpal in Germany: inquiries...
Oil Shifts From Inflation Gauge to Geopolitical Fragility Signal
Higher oil prices used to signal market tightness Now they signal system disorder Oil is evolving from an inflation-growth indicator to a geopolitical fragility indicator #OilMarkets #WTI #OVX #Volatility #Energy #Geopolitics #IranWar #UkraineWar #Commodities #Macro #SystemicRisk #TrumpTariffs
Yield vs Oil: Diverging Trends on 3-Day Tick Chart
3-day tick chart ... * White (right scale), U.S. 10-year yield * Blue (left scale), June WTI Crude Oil Futures What is the difference? https://t.co/nwUGdEL9j4
Trump's Blunder Reveals US Can't Secure Oil, Boosts Iran
I've said for a long time that the cost and risk of using fossil fuels would eventually start driving importing nations to renewable energy and EVs. What I didn't count on was Trump proving decisively that US "world's policeman" military...
China Hikes Gas to $5/Gallon, Pumps Stay Calm
#China raised gas prices on May 8 to $4.99/gallon nationally. In Beijing, price at the pump is now $5.15/gallon. No long lines at the pump as there were in the earlier days of the Iran war though. My visit to...
U.S. Oil Export Boom Turns Dollar Oily
The Dollar used to have a negative correlation with oil prices, but that was when the US was a net importer. About 5 years ago, the US transformed into a net exporter and so now higher oil prices lift the...
EU Updates Carbon Market Benchmarks to Boost Competitiveness
The European Commission proposed updated benchmarks for its flagship carbon market to address concerns over the region’s declining competitiveness https://t.co/Rc7zvWTj8g
Chinese Refiners Ask to Curb Output Amid Rising Oil Costs
Lots of confusion out there about what is going on with China’s oil supply. Not sure if this adds any clarity though
Iran’s Alleged Million‑barrel Dump Is a Myth
Looking at photos of all suspected oil spills and slicks across the Gulf, around the Strait of Hormuz, and in the Gulf of Oman, anyone familiar with these issues will tell you the same: the claim that Iran is dumping...
Oil Market Broken: Unprecedented Shock, Bias, Possible Insider Trading
The oil market is broken, I told @Bloomberg TV. - Oil market players are in uncharted territory -- a supply shock of this duration and magnitude is unprecedented - There is an optimism bias, no doubt fuelled by misdirection ("imminent deal")...
Ignoring Oil Loss Sparks Global Energy and Industry Crisis
Dumb & Dumber @tylercowen dismisses energy & material reality He ignores ~1 billion barrels permanently lost & no end to the Hormuz crisis Oil, LNG, fertilizer, helium & shipping disruptions cascade through AI, food, mining & industry https://t.co/DGt5mHDspW #Oil #Energy