Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Crude oil prices rose - feeding inflation fears and punishing the stock market- despite an IEA release of 400 million barrels from emergency stockpiles. Now what? #crudeoil #oilprices #IranWar #stocks #stockmarket #inflation #macro #trading #dollar https://t.co/jccqS0V3d3
About to jump on CNBC @asiasquawkbox to talk about the Iran War, the Strait of Hormuz, the latest tanker attacks in the Gulf, and tonight’s jump in the price of crude. Tune in! https://t.co/myMaR7VRA7
In case you are wondering why oil prices continued to rise despite the US announcement of a massive SPR release: In the SPR literature, more than 30 years ago, experts warned that announcing an SPR release might signal crisis and cause...
exploding tankers, the us releasing 40% of its remaining oil reserve, and trump bragging about how well things are going: not indications for low oil prices.
European solar module prices tick above €0.1/Wp as buyer optimism remains high #energysky -- via pv-tech: https://t.co/GanafT7ZBD
Brent crude pops back toward $100 because, well, hard to say why it wasn’t there already https://t.co/SGjbVYODt2
A 400M barrel release can cushion the shock, but only briefly. If Hormuz shipping isn’t restored by late March, losses outpace the reserve fast—about 80M barrels per week. The SPR buys time, not supply. #OilMarkets #SPR #EnergySecurity #Hormuz #EnergyCrisis
The oil market isn’t clearing Available barrels are being offered at extreme premiums, but refiners are refusing to buy When prices rise this fast, markets freeze. The problem isn’t cost. It’s physical supply. https://t.co/bjYMZAsRUg #OilMarkets #EnergyCrisis #Hormuz #Geopolitics #EnergySecurity
Does this strike anybody as weird that we are just seizing entire ships of oil?
Google bets big on 30GWh of Form Energy’s iron-air battery storage despite efficiency trade-offs #energysky -- via Energy Storage News: https://t.co/Mt1Yhr3Zzq
Good morning from Hong Kong. Day 13 of the Iran War. Hormuz effectively closed, impacting not just global energy supply chain but also food and metals. https://t.co/yXfDXHwzMN
US oil prices extend gains to rise above $94/barrel, now up +70% since December 2025.
Fuel has now gone up by $0.77 cents a liter in Australia and keeps climbing by the hour. How much further shall it goooo
This is just my wild guess: If the IRGC continues to block the Strait of Hormuz and begins targeting China-linked vessels, Beijing may not rule out the possibility of deploying naval forces to escort commercial ships through the strait. That said, naval...
“Winning like never before”? Iran keeps exporting oil through Hormuz Saudi, Iraqi, and Gulf supplies stall and global shipping freezes. Control of the chokepoint looks very different from the victory narrative. https://t.co/XWciH00m2o #IranWar #OilMarkets #Hormuz #EnergySecurity #Geopolitics
Researchers develop dirt-repelling solar panel coating that doesn’t affect light absorption #energysky -- via Solar Power World: https://t.co/BJgSBTxln9
DAY 13: The physical market appears to have won the battle over the manufactured narrative. The IEA announced 400 mil barrels release but crude went 🆙 instead of down. Brent eyeing $100 again. 🧵
The Malta-flagged 50k ton Greek-owned tanker and Marshall Is-flagged 74k ton American-owned tanker is on fire in the anchorage off Iraq. It is suspected the ships were hit by Iranian unmanned surface vessels (USVs). The ships were involved...
Germany’s Texxecure launches standardized quality rating for PV systems #energysky -- via pv magazine global: https://t.co/KtYvGwXuTl
United States to release 172 million barrels of oil from Strategic Petroleum Reserve: Department of Energy $USO $XLE
U.S. details its participation in the IEA coordinated SPR release. Washington will release 172 million barrels over a 120 day period, equal to a flow of ~1.4 million barrels per day.
Reminder: tapping the "Strategic Petroleum Reserve" is just about optics. It has no meaningful impact on the price of Oil because the reserve is so small, only representing 20 days of US Oil consumption (assuming we used it all) and...
Game on. Another strong rally in Colombia’s largest energy producer. Now approaching 4-year highs. Here are a few other similar setups: https://t.co/YcLcY6et8c https://t.co/3oWP9oWMkn
"Why do wind, water, and solar reduce electricity price? Because they have zero fuel cost. They eliminate the energy and cost needed to mine, transport, and process fossil fuels, including from dangerous parts of the world."
Trump, 2 days ago: oil tanker crews should “show some guts” and sail through the Strait of Hormuz
Carlyle's Jeff Currie lays out a case for why oil and other commodity prices are heading higher, regardless of the exact outcome of the war in Iran. https://t.co/tMKWpSXhYe
Finally, some US SPR detail. Reportedly beginning next week. Still no mention of official flow rate (what really matters), but Sec Wright said the drawdown would last ~120 days which yields ~1.4 MMbpd draw pace. (Biden admin managed ~1 MMbpd max drawdown rate...
Permanent ban for energy efficiency company that falsified claims, misled regulator #energysky -- via Renew Economy: https://t.co/baLK5uJHkt https://t.co/eFAbSFcov3
Building 10 Westinghouse AP1000s Could Give the U.S. a Trillion-Dollar Boost #energysky -- via Heatmap News https://t.co/9JqjtAvsZB https://t.co/TE2KcjKKZS
Oil prices up? This is why we need more pipelines. Oil prices down? This is why we need more pipelines. Oil prices steady? This is why we need more pipelines. Sky blue? This is why we need more pipelines. Dark...
Electric Farm Machinery Now Cheaper Than Diesel Equipment Mike Casey is a New Zealand cherry orchardist who electrified every aspect of his farm 5 years ago. He explains how that has grown his profits. Will e-farming work in Canada? #cdnpoli https://youtu.be/L5pn5d9v2Lw
Estonia deploys 105 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/TCV1EA87FW
#BrentOil Comp Doji Candle and Sideways. Support $84.1, $80, $73.2, $66.8. Resistance $95, $100, $108.2. RSI 70 Overbought. Top Bollinger Band $105.6. Midpoint Line $85.3. Bottom Band $64.9.
Oil is the only commodity that is used in every single sector of the US economy. It is a commodity like no other. So it really matters how long it stays elevated, and when I say elevated, anything north of...
Final comment on IEA release: If the shortfall is such that it requires a 400 million barrels release, surely demand measures should had been approved too: fuel switching (oil-to-coal, gas-to-coal); societal behaviour (lower highway speed limits, lower AC/heating use), and...
There's a lot of amazing coverage on the internal machinations at @Chevron. Follow @Sheila_Dang for all the developments.
How a Smart Thermostat Can Save Billions for BC Hydro - and Consumers Catherine Jefferey, energy policy advisor, @cleanenergycan , B.C. about a new report, "Distributed Energy Resource Potential Study." bcpoli #cdnpoli https://youtu.be/OPFL9Rdg9u4
So much energy geopolitics, a weekly show is not enough. Check out our new rapid response deep dive on key Iran-related energy questions like this episode’s look at what it would take to reopen the strait of Hormuz. Great...
NEWS: President Trump is preparing to invoke Cold War-era powers to pave the way for renewed oil production off the California coast. The move to summon Defense Production Act authorities is set to preempt state laws & ease permitting for...
President Trump has formally confirmed the US is participating in the IEA emergency oil stock release. “We’ll do that and then we’ll fill it up,” Trump said referring to the Strategic Petroleum Reserve. “Right now, we’ll reduce it a little...
Energy stocks are leading the market again, yet many investors still think this is just a short-term trend. It’s not. Here is an important reminder: Most oil companies are generating free cash flow near historical highs with WTI above $80. This likely marks the...
Former Premier Glen Clark Leads Discussion of BC Electrification Jae Mather and I were the other two panellists. Great discussion...sometimes a little feisty. Interesting insights into BCH from Clark. #bcpoli #cdnpoli https://youtu.be/dvR8OjC4Te4
The Strait of Hormuz is turning into the key test of strength between the US and Iran. I've been thinking about what happens if it stays closed for an extended period. My conclusions might surprise you. https://t.co/mPXBo8HuqY
Oil prices sourced to $120 a barrel on Sunday before dropping to $104. As Billy Bob Thornton notes in this TV clip, at $100+ per barrel, "every product in America has to readjust its price"
Fun reminder: the National Energy Program would have locked-in a price of $63+ inflation from 1980 (capped if it exceeded global oil prices) for the Albian Sands oil sands project. If I'm not mistaken, the $80/bbl plus inflation price was...
I've come out of class to learn that the MP for Battle River - Crowfoot has proposed that Canada increase our strategic oil reserves to provide for resilience for oil-dependent regions from disruptions such as those we're seeing today? This...
yes, it did but it was also followed by a complete revolution in how oil prices were set. Before oil companies negotiated a posted price with OPEC. Afterwards OPEC set prices thru production quotas I♥️historical comparisons, but not everything is directly...
If you don’t think an international war affects you I would encourage you to figure out why gas is like $4 right now
ANALYSIS: Badenoch and Farage might not want to admit it, but Conservative and Reform plans to scrap net zero whilst boosting the North Sea would actually make the UK even more reliant on gas imports 🤔 https://t.co/gSdA6f5Jco https://t.co/wc4Dc5Vlnm
US price-to-production response is typically ~6 months. In an exceptional situation, like now, maybe we could get that down to ~4 months? But if the Strait is still closed in 4 months the entire global economy is pretty well screwed.
