CATL Expands Beyond EVs Into Broader Markets
Battery giant CATL is no longer just a play on electric vehicles via @FT https://t.co/cJ9uCcGe9R
Blockade Fails: Tankers Slip Through, Policy Reality Gap Grows
You're doing a great job, Brownie Day one of the “blockade” and tankers are already getting through Some even sanctioned. The gap between policy and reality is widening. #Oil #Energy #Geopolitics https://t.co/6WFpxr9cpF
IEA Warns Forced Oil Contraction Amid Record Supply Loss
IEA just confirmed it: Record supply loss, collapsing demand, inventories draining. This isn’t a price spike—it’s forced contraction. Reopen Hormuz or brace for impact. https://t.co/Svzz77tows #Oil #Energy #Geopolitics
EU Pushes Electrification to Shield Europe From Energy Crises
EU TO BET ON ELECTRICIFICATION TO AVERT RECURRING ENERGY CRISES The European Union 🇪🇺 will float a series of measures next week to help the continent deal with the Iran war’s energy price fallout, as well as electrify the economy to...
Alternative Jet Fuels Gain Urgency Amid Oil Supply Threat
Sustainability on the agenda - with oil supplies now under threat, the race for alternative jet fuels now takes new importance. #avgeek https://t.co/DoWigXBAF4 https://t.co/OojIXrv5gW
Front‑month Brent Under $100; Peace Deal Could Drop to $90
The oil price that matters is the front-month Brent futures contract (orange), which is now just below $100 per barrel. This is what people trade and where a peace deal will get priced if and when we get a deal....
Blockade Forces Iran‑linked Tankers to Abort Hormuz Passage
Some of the Iran-linked oil / refined products tankers that attempted to cross the Strait of Hormuz have either stopped or performed U-turns. The blockade, so far, appears effective. Remember, the vessels are not stopped in the middle of the strait,...
Nordics Lead with Heat Pumps, Ditching Heating Oil
Heating oil prices are sky-rocketing around the world. The Nordics have understood the risks of using fossil fuels for heating early on and transitioned away from heating oil almost entirely whilst phasing in heat pumps. https://t.co/gvLYlMORck
Iran Mulls Temporary Hormuz Shipping Pause to Preserve Peace Talks
SCOOP: #Iran is considering a short-term pause to shipments through the Strait of Hormuz to avoid testing a US blockade and scuppering a fresh round of peace talks, a source familiar with Tehran’s deliberations tells @BenBartenstein. https://t.co/KRuCWsRnFA
Oil Surge Signals Glut Risks for Grains, Crypto
Oil Surge Flags Glut Risks Amid Bear Bounces in Grains, Cryptos Crude oil's move to about $100 a barrel during the Iran war from roughly $60 last year may echo 2022, with oil taking cues from plunging, well-supplied US natural gas....
U.S. Lost Uranium Enrichment, Needs Domestic Revival
.@ScottNolan started his career as employee 30 at SpaceX. He left to join Founders Fund after Peter Thiel recruited him personally in 2011, and spent the next 12 years backing companies like SpaceX, Anduril, Radiant, and Crusoe Energy. The through line...
80
Dec CL Crude is 77.5 If spot crude never trades below 80 for the balance of 2026 what will be the low for equities SPX Cash from here
Iranian Oil Discount Saves China $4.6B, Negligible Impact
By the US's own figures, discounted Iranian oil saved China $4.6 billion last year, about 1.5% of its oil import bill. That's in a $20 trillion economy. Nice for a few Chinese teapots, totally irrelevant to the Chinese economy.
UK Grid May Prompt Consumption During Renewable Surplus
British grid operator considers asking customers to use more electricity when there are periods of low demand and high solar and wind output. https://t.co/TosvcV1oXF
HSBC CEO: War‑era Oil Price Hit $286 per Barrel
HSBC CEO Georges Elhedery said he’s seen the all-in price of oil reach as high as $286, for a barrel received by Sri Lanka, during the war https://t.co/KccLLhDePj (in conversation with @DavidInglesTV) https://t.co/v3TnBx0bsB
Solar Surge Overloads Grid, Paying Users Highlights Flaws
Nothing screams broken energy grid than this. Paying households to use excess power. Utterly bonkers Solar power threatens to overwhelm electricity grid https://t.co/pb9kRcxfRZ
US Petroleum Exports Rise as Refined Product Shipments Surge
U.S. PETROLEUM EXPORTS accelerated by 0.6 million barrels per day (b/d) in March compared with the same month a year earlier as the war between the United States and Iran triggered a worldwide scramble for replacement crude and fuels. Crude...
Fund Managers Forecast Oil at $84 by 2026
"FMS investors expect oil to trade at $84/bbl by the end of 2026" - BofA April Global Fund Manager Survey https://t.co/Q8YqzLL8TR
US Blockade Hits India as Russian Oil Waiver Ends
JUST IN: US blockade in the Strait of Hormuz affects India as the Russian oil purchase waiver expires, escalating energy supply concerns.
Oil and Global Semiconductors Lead Most Crowded Trades
"Long oil & long global semicondutors are tied for #1 most crowded trade" - BofA Global Fund Manager Survey https://t.co/y6qMael0UA
IMF/WB Summit Likely Triggers Further Oil Price Drop
The IMF/WB meetings are happening this week in DC. My best guess is that they'll be a catalyst for oil prices to fall further. A lot of people are coming to DC from across the world and will realize the...
Global Oil Production Plunges 10.1 Million Bpd in March
JUST IN: Global oil output dropped 10.1 million barrels per day to 97 million in March, one of the biggest monthly declines ever.
Oil Prices Dip as US Blocks Iranian Ports
JUST IN: Oil prices are falling as the US starts blocking Iranian ports, amid growing talk of negotiations.
IEA Predicts Global Oil Demand Decline in 2026
IEA: “Global oil demand is expected to fall by 80,000 barrels per day year-on-year in 2026, revised down from growth of 640,000 barrels per day seen in last month’s report. The pace of decline will subside in our base case...
Delta Backs Away From 10% Sustainable Fuel Pledge
On its sustainability web page, Delta erased its pledge to use 10% sustainable fuel by 2030 and recast its net-zero goal as an "aspiration" https://t.co/78mz8QvIao
Indonesia Ditches Diesel, Saves $2B with Solar Power
Indonesia on the move: Its electricity monopoly moves to retire 2,396 diesel generators across 741 locations > Will replace them with solar + storage and micro-hydro, slashing 200,000 barrels of oil imports/ day > Saves $2b in avoided oil imports every single...
Hormuz Blockade Hurts US; Iran, China Outlast Trump
"The oil math is skewed against the White House. The blockade has a slim chance of working. Iran can remain defiant — and China unconcerned — longer than Trump can remain solvent." https://www.bloomberg.com/opinion/articles/2026-04-14/the-hormuz-blockade-is-as-much-about-china-as-iran
Europe Must Match Asian Prices to Secure LNG
If Europeans want to avoid gas shortages, they need to pay competitive prices — or their LNG shipments will keep getting diverted to the highest bidder in Asia. Map from @Kpler https://t.co/BUf2kkzmNN
2026 Super‑El
Let me clarify: - Upstream ops benefit from higher CPO price initially - In severe El Niños, lower output counteract the positive effect from higher CPO prices - Malaysia will be less impacted by droughts than Indonesia - The B50 fuel mandate in...
US Hormuz Blockade Targets China as Much as Iran
COLUMN: The US blockade on the Strait of Hormuz is as much about putting pressure on China as punishing Iran. "If Beijing has more at stake, perhaps it will put pressure on Tehran to negotiate, or so the theory goes." @Opinion #IranWar https://t.co/qhyUnXTly4
WA Government Secures 4M Litres Diesel for Kimberley Emergency Stockpile
WA fuel: State Government secures four million litres of diesel for emergency stockpile in Kimberley https://t.co/v2ztPCSSsN
US Sec. Wright Backs IEA’s Historic Oil Stock Release
Productive meeting with US Energy Secretary Chris Wright @SecretaryWright on the situation in energy markets We discussed what can be done to further strengthen energy security, and I thanked him for the United States’ support for @IEA’s historic oil stock release...
Hormuz Tensions Shift Oil Prices: Spot vs Futures
The Hormuz Crisis and the Oil Market: Spot vs. Futures – A Straightforward Classroom Explanation https://t.co/T7wjTKmYFV
1979 Oil Demand Peak Decoupled Growth From Fossils, Not Power
NEW ANALYSIS: @ember_energy just dropped new report on how the 1970s energy crises decoupled economic growth from fossil fuels but not from electricity. Global oil demand per capita peaked in 1979 and has never recovered. Makes for a fascinating reading. https://t.co/Ehd4UR5bJl https://t.co/Z1XLOJcrkK
BP Predicts Exceptional Q1 Oil Trading Profits
Someone made money in 1Q: “The oil trading result is expected to be exceptional” — BP
Leaders Launch Emergency Group to Address Middle East Energy Crisis
IMF Managing Director @KGeorgieva, @WorldBankGroup President Ajay Banga & I met in Washington for the inaugural meeting of our Emergency Coordination Group on the impacts of the Middle East conflict on energy markets, the global economy & the most vulnerable...
Chinese Tanker Uses Hormuz for Sanctioned Methanol Shipment
Say hello to Rich Starry.. 1- Chinese tanker with Chinese crew 2- The tanker and the company that owned it are sanctioned by the US for dealing with Iran in the past. 3- It is carrying methanol from the UAE. The...
Wallenberg Family Backs Stegra's Massive Green‑steel Plant
Ailing startup Stegra secures funding from the influential Wallenberg family to help complete what will be the world’s biggest green-steel plant https://t.co/Ic70chW4kW
Michigan Data Centers Could Cost $119B in Damages
"under the existing laws, our analysis shows that the expected growth in data centers would lead to $118 billion in climate damages and $1.6 billion in health damages by 2050 due to air pollution and emissions from fossil fuel power...
Philippines Seeks US Waiver Extension for Russian Oil
MANILA, April 14 (Reuters) - The Philippines' Energy Secretary Sharon Garin said on Tuesday that the country is asking the United States for an extension on a waiver to purchase Russian oil and petroleum products.
Blockade Risks Crippling Global Oil System, Not Just Iran
The blockade is meant to break Iran—but it may break the system first, writes @TheMichaelEvery & @BenPicton1 Iran's storage fills quickly—leading to well shut-ins & potential permanent capacity loss Removing ~2 mb/d hits an already stressed system and adds to what...
Colorado House Legalizes Plug‑in Solar for Renters
Colorado House passes legislation to legalize plug-in solar for renters #energysky -- via pv magazine global: https://t.co/037Gt3scH8
Critical Loop Secures $26M Series A for Modular Microgrids
Modular microgrid company Critical Loop announces $26 million Series A round #energysky -- via pv magazine usa: https://t.co/QdfhDyUOUP
Energy Abundance Ends; Oil Crisis Is a Wake‑up Call
This isn’t an oil shock It’s the end of pretending energy abundance is forever. Hormuz isn’t the crisis. It’s the wake-up call. #Energy #Oil #Geopolitics https://t.co/RqbgleO9zK
Chinese Tanker Slips Through Hormuz, US Credibility Plummets
A sanctioned, Chinese-linked tanker just passed through Hormuz—despite the “blockade.” If ships are moving, enforcement isn’t working. US credibility was at all-time lows Now it's in negative territory. #Oil #Energy #Geopolitics
Rising Deficits Make Diesel Rationing Inevitable
As deficits grow, rationing becomes unavoidable—especially for diesel, writes @markfny Governments can delay it—but not stop it. #Oil #Energy #Geopolitics
Refinery Cuts Threaten Buffers, Triggering Oil Supply Cliff
The system isn’t adjusting—it’s depleting. Inventories are masking the shock while demand is being forced lower, writes @HFI_Research If refinery cuts jump to ~8 mbd, the buffers won’t last. The cliff is approaching #Oil #Energy #Geopolitics
US Hormuz Blockade Drives Tankers to Atlantic, Rates Surge
US blockade of Hormuz will steer more tankers toward Atlantic ▶️BRS expects ‘little or no commercial traffic in the strait for the foreseeable future’; sentiment ‘remains under pressure’ as more tonnage heads to Atlantic basin ▶️Aframax rates are still historically high but...
China’s Real Focus: Gulf Trade, Not Iranian Oil
China may buy Iran’s oil—but its real bet is the Gulf, writes @glcarlstrom Far more trade, far more investment. No way Beijing risks that for a few discounted barrels. #Oil #China #Geopolitics
Renewables Reach 80% in Australia's Coal‑Heavy Grid
Renewables hit 80 pct share in Australia’s most coal dependent grid for first time #energysky -- via Renew Economy: https://t.co/Dk0QZ7Vq1w https://t.co/yNYoXCh4hA