Incentivize Renewables to Cushion Global Energy Shock
IRENA: Incentivise renewables deployment to minimise impacts of global energy shock #energysky -- via pv-tech: https://t.co/0rGuXRxmKz
US Navy Blockade Targets Iranian Oil Flow to China
🎯China was never meant to keep getting oil through the Strait of Hormuz. This is a major card for the upcoming Trump-Xi meeting. That's why the US Navy has imposed a blockade — to plug the 'leaks' of Iranian oil...
Dated vs Prompt Brent Futures Spread Widening
Dated Brent crude vs prompt Brent futures Normally pretty tight, but not right now. Mind the gap. https://t.co/sTrTsmJpQs
Airplane Wings Slash Cargo Ship Fuel Use 80%
Airplane-Style Wings Are Powering Cargo Ships While Cutting Fuel by 80% by @BrianRoemmele #Technology #Innovation #EmergingTech #TechForGood https://t.co/oqde9P5iRR
Wärtsilä Prioritizes Value Over Low‑Cost Energy Storage
‘We’ll never be the cheapest’: Wärtsilä’s head of energy storage on company strategy #energysky -- via Energy Storage News: https://t.co/ay4z6zbClk
ECA Solar, Powin, Form Energy Drive Energy Innovation
People on the move: ECA Solar, Powin, Form Energy and more #energysky -- via pv magazine usa: https://t.co/xlHWFAVq5E https://t.co/TURzmJGLxO
US Expands Outreach to Indonesia, Easing China Tension
Cue the insanely exaggerated "we've back footed China in Panama, Hormuz, and now Malacca" takes in 3-2-1 ... That said, this is a good development and it's good to see the Department's outreach to Southeast Asia and Indonesia in particular.
Optimism OK, but Market Data Refutes “No‑need” Claim
Nothing wrong with believing that the Iran War will soon end and Hormuz will be reopened next week. Feels sanguine at this point, but possible and I hope you’re right But you’re irresponsibly wrong if you argue that market reaction thus...
Hormuz Closure Could Add 0.8% Core Inflation
Economists at the Dallas Fed try to model the effects on PCE inflation of a one-, two-, or three-quarter disruption of oil shipping through the Strait of Hormuz The DSGE model projects WTI prices peaking at $110, $132, or $167 per...
Perth Warehouse Fire Wipes Out $7M of Solid‑State Batteries
Fire at Perth recycling warehouse storing tonnes of tiny solid state batteries destroys $7 million of goods #energysky -- via Renew Economy: https://t.co/pdDwnYOY1o https://t.co/i41NytDITB
Colorado's Grid Now Runs on Over 40% Renewables
Clean energy isn’t the future — it’s already here in Colorado. With renewables now powering more than 40% of our electricity, we’re proving what’s possible when we invest in wind, solar, and innovation instead of standing in the way. https://coloradosun.com/2026/04/10/colorado-renewable-energy/
Canada’s Energy Debate Trapped in a Past Era
The Canadian energy conversation is stuck in the wrong century I'm reviving my Markham On Energy columns. First one is a bit clunky, but general direction is right, I think. #energytransition #cdnpoli #oilgas https://energi.media/markham-on-energy/the-canadian-energy-conversation-is-stuck-in-the-wrong-century/
Fortescue Calls Fossil‑Free Transition a No‑Brainer, Others Lag
Fortescue says ditching fossil fuels is a “no-brainer:” So why aren’t other companies rushing to follow #energysky -- via Renew Economy: https://t.co/Ik7uaMvCv8 https://t.co/SWLlGYSuFI
China May Pressure Iran to Reopen Strait Amid Oil Shortage
Assuming Iran has no intention of conceding, and Israel has no contention of conceding, and Trump will claim victory no matter what… what are Vegas odds China will need to pressure Iran to open the strait and if so by...
Shutting Oil Wells Risks Permanent Damage Without Pressure Relief
Oilwells that are shut down make be permanently damaged, so not being able to take the pressure off is a major problem
Executives View $100 Oil as Temporary Peak, Not Baseline
Most of the America oil & gas executives at conference last week I spoke with shrugged the current price as a short term development, as the market always finds a way. They spoke like it was almost a distraction to...
Ohio County Bans Renewables, Voters May Reconsider
This Ohio county put a ban on wind and solar. Will voters reverse it? #energysky -- via Canary Media: https://t.co/zboRHlxwNu
Industry Coalition Urges EU to Revise Methane Rules
A coalition of energy companies, chemical makers and trade associations are asking the European Union to urgently consider changes to the bloc’s upcoming regulations on methane emissions https://t.co/vpb6gn9eJJ
Iran's Hormuz Chokehold Gives It Geopolitical Leverage
Geopolitics expert Alexander Mercouris on why Iran holds MOST OF THE CARDS: “[Iran] has this chokehold [Strait of Hormuz] over the global economy… and they intend to retain control of it indefinitely.” https://t.co/iRoLyxzVKl
TBEA Launches Grid-Forming Converter for Large‑scale Storage
TBEA unveils grid-forming converter for large-scale storage, renewables #energysky -- via pv magazine global: https://t.co/KbW9lyd3ai
U.S. Oil Blockade Likely Raises Exports and Pump Prices
U.S. oil blockade is set to boost American exports and prices at the Pump https://t.co/imnRBifyQr
Physical Asian Oil Surge Forces Paper Prices Higher
My take @Fortune on oil prices: "Physical oil in Asian markets spiked past $150 a barrel; the paper market never climbed that high… The paper price will be forced to converge with the physical - and it has nowhere to go...
Thai Developer Proposes Massive Battery in Former Coal Region
Thai developer sends new big battery project to EPBC as storage takes centre stage in old coal country #energysky -- via Renew Economy: https://t.co/L9uVu77HKT https://t.co/vYYx0IGNt1
Global Energy Shock Still Unreflected in Prices
I agree with my friend and renowned oil expert Javier Blas. The GLOBAL ENERGY SHOCK has yet to be priced in. https://t.co/jGrLu4xyby
Why Oil Can Be Both Surplus and Shortage
Oil Surplus Meets Oil Shortage: What the Heck is Going On? How can the world have too much oil—and not enough at the same time? Energy economist Ed Hirs explains. #oilandgas #iranwar #uspoli #cdnpoli https://youtu.be/u24Q9ESql1A
US Blockade Fails as Sanctioned Tanker Slips Through Hormuz
The U.S. blockade failed its first real-world test. A sanctioned, partially laden shadow tanker sailed through Hormuz on day one. Either enforcement is incompetent —or the blockade was never meant to be more than theater. https://t.co/jENsTJWpLt #OilMarkets #Hormuz #energysecurity
Henry Hub Natural Gas Hits Lowest Level Since Oct 2024
Henry Hub #natgas - that's the lowest weekly price back to Oct 2024 $UNG $NG_F https://t.co/KqYZQ2PcAQ
Trump Announces U.S. Blockade of Hormuz Strait
President Trump made one of the most significant moves of the past year when he announced that the U.S. would blockade the Strait of Hormuz. Full analysis available exclusively on Patreon ➡️ https://t.co/9Jtz6Cei8b #iranwar #geopolitics https://t.co/pQIrU6zGT9
WTI Holds $88 Support After 22% Intraday Drop
WTI crude dropped 22% peak to trough in a single session after the U.S.-Iran ceasefire announcement, but held $88.13 support on a closing basis. Still up +66.57% YTD. RSI is printing a clear bearish divergence. The $88 level is key. Hold...
Post‑2010 Reforms Boosted Oil Price Resilience
We have handled higher oil prices better after 2010 than pre 2010 cycles. Post 2005 BK reform and 2010 QM laws https://t.co/SwQzY3OpNQ
Canada Clings to Outdated Model Amid Global Economic Shift
The Global Economy Is Rewiring. Canada Still Clings to the Old Model New technologies are disrupting the status quo, leading to new energy and economic systems Canada isn't prepared for. https://markhamhislop.substack.com/p/the-global-economy-is-rewiring-canada
Hormuz Crisis Slashes OPEC Output, Sparks Global Energy Turmoil
🎡The Hormuz Crisis Reduces OPEC Production by 7.9 mb/d 🎡Kazakhstan's Crude Production Recovers 🎡EU Dependence on Russian Gas to Increase 🎡Iran War, Hormuz & Petrodollar 🎡US Blockade of the Blockade 🎡Panic and Oil Hoarding 🎡Saudi Oil to China: Watch Chinese Inventories 🎡India to Get Iranian Oil, But...
Bourbon Byproduct Powers Next-Gen EV Energy Storage
Researchers have found a way to turn waste grain from making bourbon into high-performance energy-storage materials for EVs. https://spectrum.ieee.org/supercapacitor-electrodes-bourbon-waste
WTI Backwardation Stays Massive at $6.06 per Barrel
The backwardation in US WTI crude futures (active nearby - second contract) is +$6.06... Was as high as +$16.50, but this is still enormous. Blue is the OVX oil volatility index: https://t.co/mGUKpZpzet
Geopolitical Tensions Offer Buying Opportunities, Says Yardeni
Ed Yardeni tells CNBC that geopolitical events are buying opportunities, even as Trump announces plans to blockade the Strait of Hormuz. https://t.co/L0aaO4wMJK
Crude Oil Won’t Reach Prewar Prices Until Late 2027
JUST IN: Analysts expect crude oil prices may not return to prewar levels until late 2027
Dollar Resists Petrodollar Collapse, Fueled by U.S. Counterattack
The “petrodollar collapse” story gets it backwards. China was eroding it slowly. The Iran war just forced the U.S. back into the game. Control flows, control currency. The storm is real. The dollar isn’t dying—it’s fighting back. https://t.co/7oWpaZUa7T
Zen Reports Renewable Sale Talks Progressing, Parties Aligned
Zen says sale talks progressing well, all parties “deeply and strategically aligned” on renewables #energysky -- via Renew Economy: https://t.co/Wl53Esvwsg https://t.co/wrIC8ACnKS
Virginia’s Playbook Sparks Nationwide Push on Power Costs
This is why electricity cost increases have jumped as a major political issue. Appreciate the playbook that Virginia has rolled out that many other States are now copying. https://t.co/vR4R4ugFj3
Chevron to Secure New Western Venezuelan Oil Fields
#Venezuela: Chevron is set to expand its oil footprint in Venezuela. The government in Caracas will award the company additional oil fields in Western Venezuela as soon as Monday, sources tell @zerpius @CrowleyKev and me ahead of an expected announcement https://t.co/L9MMsDKfTs
34 Hormuz‑crossing Ships Possibly Gathered in One Room
are the 34 ships that crossed Hormuz today in the room with us now? https://t.co/R9lTj4xb7T
IEA Anticipates Additional SPR Releases Amid Gulf Shutdowns
IEA ready for further SPR releases on top of the record 400 million barrels already announced. Even if this crisis ends by the end of the month the market is looking at upwards of a BILLION barrels unproduced given Gulf shut-ins. Won't...
US Oil Shift Doubles Asia Shipping Distance, Cuts Supply
Replacing Persian Gulf supply with US barrels doubles shipping distances to Asia This effectively cuts deliverable supply due to tanker availability. https://t.co/MorwvZn1VE
US Blockade Shows First Real-Time Effects on Hormuz
First realtime signs of US blockade working. Suggest you listen to my interview with @WindwardAI CEO @AmiDaniel1 about Hormuz https://t.co/wQ3BuDMdyV
Questioning the Accuracy of 34 Hormuz Ship Claims
If *34 ships did in fact go through Hormuz, how many of them were linked to Iran? *I personally think this number is not accurate
OPEC+ Crude Output Hits Record Low Since 1990
OPEC+ crude production fell to an all-time low for the expanded producer group in March. And for OG OPEC, its the lowest recorded crude production since Desert Storm in 1990. https://t.co/SUrjKb3ZLD
IEA Partners with Governments to Bolster Energy Security
Excellent conversation with Helima Croft @CroftHelima at #ACFrontPage event in Washington on the key implications of the current energy crisis and how @IEA is working with governments around the world to support energy security in these challenging times https://t.co/JlWidtSqCK
Hundreds of Tankers Rush to US Amid Iran War
More than 100 empty oil tankers are heading to the U.S. to fill up as the war in Iran forces the industry to find new sources of oil according to Fox News. 🤔 https://t.co/mGL1u3xP7X
US Blocks Iran Oil to China, Marking Escalation
The US is now effectively blockading China’s oil supplies from Iran. This is a nontrivial escalation.
Spreads Reveal Risk Premium Amid Brent Rally
Everyone’s chasing flat price. That’s the crowded trade but spreads tell the truth, notes @tchiling Brent rallied on blockade headlines, but structure broke last week and is only partially recovering. This is risk premium, not full-blown tightness—yet. #Oil #Energy #Trading #Brent...