Alabama GOP Makes Capping Electric Bills More Difficult
So Alabama Republicans, faced with a populist demand for more reasonable utility rates, changed their regulatory structure to make it *harder* to limit electric bills. https://t.co/8L6YD1plvc
Coastal Republicans Back Offshore Wind Despite Trump Opposition
In this week's Current Climate newsletter: 🌬️Trump hates offshore wind. Republicans in coastal states don’t 🔋A Google spinout is using AI to create better batteries 🌿MIT’s Kate Brown on the environmental impact of grassy lawns https://www.forbes.com/sites/current-climate/2026/04/13/trump-hates-offshore-wind-coastal-republicans-dont/
AI Hype Won’t Solve Renewable Energy, Warns Carbon Removal Fallout
It remains oddly frustrating to see "we should piggyback off big tech's AI boom to fuel renewable energy" considering the outcomes of that same thinking for the carbon removal industry. https://heatmap.news/carbon-removal/microsoft-carbon-removal-pause
Controversial Soda Mountain Solar Threatens Bighorn Sheep
No solar project in California more controversial than Soda Mountain. It would harm bighorn sheep. The developer is an oil company. Just 1,500 feet from Mojave National Preserve. Should CA approve it anyway? My latest for CLIMATE-COLORED GOGGLES: https://t.co/nHm7TLYZB1
Rosneft Reroutes Oil to Tuapse After Novorossiysk Drone Strike
April 13 (Reuters) - Rosneft is diverting oil supplies to the Tuapse refinery from the Black Sea port of Novorossiysk after the terminal, which handles roughly 14% of Russia's crude exports, was heavily damaged in a drone attack, three sources...
NATO Rejects Trump's Hormuz Blockade, Vows Post‑conflict Intervention
PARIS/LONDON, (Reuters) - NATO allies said on Monday they would not get involved in U.S. President Donald Trump's plan to blockade the Strait of Hormuz, proposing instead to intervene only once fighting ends, in a move likely to anger Trump...
WTI Opens Higher, Volatility Index Nudges up Modestly
Thought WTI US crude oil has gapped up on the open and the OVX volatility index has jogged higher; both are still fairly restrained... https://t.co/v7dH8pjKVt
Oil Prices Set to Stay High, Boost Energy Options Trade
JUST IN: Oil prices are poised to remain elevated longer, positioning an options trade on this energy stock for gains.
Climate Ambition Could Slash Oil Demand
If the world had followed ambitious climate scenarios, global oil demand would be at least 20% lower than it is today - about the same volume of oil that flows through the Strait of Hormuz.
Europe’s ICE Reliance Amid Fuel Crisis Is Reckless
Jaap Burger: "To keep Europe in the stranglehold of the internal combustion engine for any longer, in the midst of yet another fossil fuel price crisis, is nothing short of sheer stupidity and malice." 🇩🇪🇩🇪🇩🇪 #alwaysbecharging ⚡️⚡️⚡️ https://t.co/H2gSnsaTM4
AI Surge May Finally Boost Carbon Capture Economics
Interesting look via @axios' @AmyAHarder about whether the AI boom can finally create escape velocity for carbon capture in the power sector. Big tech has lots of money but the economics are still tough. Link in next post. #energy #climate...
Strait Blockage Guarantees Oil Halt, Worsening Ahead
Whether it's the US or Iran, blocking the Strait still means no oil, writes. Expect things to get worse before they get better: https://t.co/CB5YXrF87b
EU Fossil Fuel Costs Soar €22 Billion Amid Conflict
Since the start of the Middle East conflict, the EU’s bill for fossil fuel imports has increased by over **€22 billion**, said Ursula von der Leyen 💰💰💰 https://t.co/driqaI4fOe
Hormuz Crisis Triggers Localized, Bumpy Demand Destruction
Normally I talk about the two main types of demand destruction: Price elasticity (i.e., gasoline is really expensive so I'll drive less or buy an EV) vs Income elasticity (high oil prompted a financial crisis and I lost my job) But given how...
Gas Prices Likely Stay High Through Midterms, Says Trump
That proves the point: There are issues that are bigger than the elections... Trump says gas prices may remain high through November midterm election https://t.co/GrPOSOMBPS
Oil Demand Collapse in SW & SE Asia Underestimated
We are probably underestimating the amount of oil demand destruction already ongoing in South-West and South-East Asia.
Oil Prices Surge to $150 Amid Middle East Crisis
Physical oil prices are at the sharp end of the Middle East supply crisis - almost $150 a barrel for some grades today based on the LSEG numbers. OPEC meanwhile sees a relatively small hit to oil demand from the ongoing...
U.S. Sabotages Green Tech, China Set to Dominate
The US is turning it's back on green technology while creating the market for it. This combination is next level sabotage. If the point is to take us out of the next economy, it's working. China’s Electrostate Is Poised to Win...
Gulf's Complexity Makes Hormuz Seizure Strategy Unrealistic
Seizing “key terrain” in Hormuz & wiping out IRGC threats is naive fantasy @MCTothSTL The Gulf is too big, too complex, and too vulnerable to cheap disruption for that to work. Lindsey Graham strategy at its finest. #Energy #Geopolitics
US Failed to Block Iran Oil After First Attack
It actually makes perfect sense. What makes no sense is why the US allowed Iran to continue to sell oil in contravention of sanctions throughout this war. This embargo/blockade should have been in place as soon as Iran fired on...
Iran Faces Imminent Well Shutdowns, Negotiations Uncertain
Looking at the limited empty oil tankers inside the Persian Gulf, plus Tehran’s onshore storage, Iran will need to shut in wells in 10-15 days (the same process its neighbours faced 5-6 weeks ago). Would that prompt Iran to change...
OPEC Projects 2026‑27 Production Growth in Key Nations
🔹OPEC's view of production growth in selected countries in 2026 and 2027. 🔹What do you think? What do you agree with and what you do not? Why? https://t.co/QAin921hCr https://t.co/WK2gAcAKWe
Sanctioned Tanker Data May Be Inaccurate, Map Shows
Passed This is a sanctioned tanker... The info transmitted by the tanker may not be accurate. Map from @Kpler https://t.co/crHLlPZIwD
Australia Faces Diesel Shortage After Hormuz Crisis
Australia is uniquely vulnerable to disruptions in diesel supply,leading to a real diesel Armada heading there in the wake of the crisis in the Strait of Hormuz. Chartbook Top Links of the day just dropped: https://t.co/phVWZTM4Em
Middle East Tensions Trump Economic Data, Fueling Oil Surge
🚨 Markets on edge as US–Iran tensions escalate and risk of a Strait of Hormuz blockade sends oil higher and stocks lower. Here’s my take on it all: Middle East headlines now matter more than economic data. Higher gas prices could...
2026 Oil Demand Rises 1.4 Mb/D
"In 2026, global oil demand is forecast to grow by a healthy 1.4 mb/d year-on-year (y-o-y), driven almost entirely by demand from non-OECD regions, mainly China, India and Other Asia. On a quarterly basis, the global oil demand in 2026...
Saudi Crude Shipments to China to Halve Amid War
Saudi Arabia’s crude sales to top importer China are set to halve next month as the war in the Middle East upends flows and lifts prices, according to traders familiar with the matter https://t.co/P8mgp5is3N
Nat Gas Enters Extended Seasonal Trading Window
Start of a long Seasonal window for nat gas as of today (courtesy Moore Research Center). https://t.co/mYPvrsOkle
Trump Announces Hormuz Blockade, Oil Jumps 7%
Trump says the US Navy blockade of the Strait of Hormuz begins at 10AM ET Oil already up 7% and we haven't even started. I'm watching response from China 🇨🇳 How much pain are you pricing in for stocks today? 👇 $CL $USO...
Pump Prices Up 50
BofA: Price at the pump is up 50% from January low Energy 2026 EPS growth revised up by >25ppt since the Iran conflict began, but minimal cuts to consumer sectors so far https://t.co/eQAC20Kj0o
Crude Oil Joins 2026 ‘Up‑Too‑Much’ Risk List
Up-Too-Much Risks in 2026 - Crude May Follow Natural Gas, Silver Bitcoin in 2025, followed by silver, gold, copper and natural gas in 2026 -- and most importantly, crude oil -- can fall into an "up-too-much" category by year-end. There are...
Energy Markets Stay Calm Amid Third Gulf War Lull
We're in the "no-fighting, no-peace, and no-oil" phase of the Third Gulf War. The energy market remains incredibly sanguine: despite Monday's rally, oil and European natural gas prices are below a week ago.
Extreme Fear Fades as Markets Weather Hormuz Tension
Trump ordered a full naval blockade of the Strait of Hormuz overnight. Oil surged 8% above $100. The UK refused to participate. France is forming its own mission to reopen the strait. And Bitcoin dropped... 1%. After 12 straight days...
Iran Conflict Triggers Oil Shortage, Reshapes Market Winners
The Iran war has slashed oil exports from the Persian Gulf, creating a global supply shortage that's just starting to hit markets. As prices are driven up and broader economic impacts unfold, winners and losers will begin to emerge. Full Newsletter:...
Iran's 13-Day Oil Shutdown Signals Permanent Damage
The sharpest Iran economic analysis out there right now comes from @miadmaleki, Iranian-born former US Treasury official. 13 days. That's when Iran shuts off its own oil wells. Hormuz blockade = nowhere to store oil. Can't restart them easily. Permanent damage. Not a...
Oil Surges 8.2%, Signaling New Quad3 Cycle Highs
Did you buy more Oil and Energy Stocks when they were on sale last week? Oil inflating another +8.2% here with immediate-term upside in our Risk Range™ Signal to new #Quad3 Cycle Highs https://t.co/ye9Xfr03uQ
Mission300 Targets 300 Million Africans with Power by 2030
Across #Africa, @WorldBankGroup @AfDB_Group @RockefellerFdn @SEforALLorg @EnergyAlliance are expanding #energyaccess through #Mission300 which aims to connect 300 million people to electricity by 2030. Learn how on April 15 at the #WBGMeetings: https://t.co/BmTbu9w5aN https://t.co/pAdpG7teyN
Oil Climbs $8, S&P E
WTI Crude Oil up $8, with the S&P E-Mini bouncing 50 points off the O/N lows, only down 38, my guess would have been closer to 100 given news and Energy Complex +5.68% .........
ENI Urges EU to Postpone Russian LNG Ban.
Italy’s top gas importer has proposed delaying the EU ban on Russian LNG to help ease the fallout from the Hormuz closure 🇮🇹🇷🇺 "I think it's necessary to suspend the ban that will come into effect on January 1, 2027 ,"...
Satellite Shows Iran Loading Multiple Oil Tankers at Kharg
PHOTO OF THE DAY: Fog of war over Kharg Island (literally). Iran was loading two oil tankers on Saturday (April 11th) as seen on this @CopernicusEU Sentinel 2 🛰️ satellite picture. Another tanker is seen near the jetty, plus another two...
NG Maintains Guidance Despite US
#NG. says in line with guidance at HY, apart from a small hit due to US Federal Energy Regulatory Commission ruling meaning customer refunds and higher than expected storm costs in US. ShareScope has fwd Dividend Yield 3.6% rising to...
EU to Cut Energy Taxes, Grid Fees for Clean Tech
The European Commission is set to recommend lowering energy taxes and power grid charges to boost the uptake of clean technologies https://t.co/ObeTZGDVZt
Climate Change Forces Austria’s Hydropower Economy to Rethink
Austria’s economic model has long been anchored in Alpine water flowing through turbines to generate power for homes and businesses, but as climate change redraws the country’s hydrological map, it faces a structural shift, and geopolitical tensions have heightened the...
Energy Efficiency Cuts EU Energy Costs by 31%
Without energy efficiency, the EU would need — and pay — 31% more for energy today. Since 2000, efficiency has removed 265 Mtoe of demand from the market entirely. The best protection against a price shock is not...
China Emerges Dominant in EVs, Batteries, Solar
Thanks to the US-Israeli war on Iran, China had ended up a big winner. Now, to diversify away from oil, everyone wants more EV’s, more battery storage, and more solar panels. CHINA DOMINATES IN EV'S, BATTERY STORAGE AND SOLAR PANELS. https://t.co/U6TRMZlyBj
Pakistan's Rooftop Solar Beats Oil Crisis
Energy security isn't a pipeline or a tanker: it's a rooftop - and Pakistan proves it While experts panic over the Strait of Hormuz and oil shocks from the Iran war, Pakistan is quietly winning. How? A massive, bottom-up solar revolution...
Trump's Limited Port Blockade Unlikely to Deter Iran
Not sure if Trump understands the difference between the US blockading the Strait of Hormuz and blockading ships going into and out of Iranian ports. In about 12 hours, he has retreated from announcing a FULL US blockade of SoH to...
Action, Not Ads, Drives Global Electrification Shift
Sustainability expert Prof @PeterNewmanCUSP @CurtinUni says adverts for behavioural change don't work What will work is action to speed up the transition to electric transport A "no-brainer" Let's lead the world in electrification, not in how much fossil fuel we store https://t.co/kfoBW5GXA4
Oil Spikes Above $100, Fueling Inflation and Tighter Monetary Policy
💥 OIL JUMPS ABOVE $100 US-Iran talks broke down, so Trump ordered a naval blockade of the Strait of Hormuz which carries about 20% of the world’s oil. Oil prices shot up fast. Higher oil = higher inflation = tighter money. https://t.co/GRzeLLPize
White House Delays Hormuz Reopening, No Rush
As I was saying weeks ago… the White House is in no rush to reopen Hormuz