Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Ex the plunge yesterday afternoon, WTI crude oil has ranged from $82 to $92 since mid-Monday https://t.co/B3lICn2XOe
A Down 2026 for WTI Crude Oil Is Under $57.42; What Stops It? The world's largest energy producer and net exporter's attack on Iran and the closure of the Strait of Hormuz provided strong reasons to pump crude oil prices...
Collapsing US, Canada Demand vs. Supply and Energy - The Bloomberg Energy Spot Index (BCOMENSP) has had an exceptional year in 2026, gaining about 30% to March 10. Is it sustainable? My graphic shows top reasons why the 1Q pump...
Iran’s Control of Hormuz Means It’s Exporting More Oil Today Than Before the War https://t.co/UlXJwHN0ld
$3.50 Gasoline Spike May Fuel $2 Toward Year-End - The oxymoron of spiking energy and precious-metals volatility vs. a complacent stock market may prove unsustainable, with deflationary implications. Sustainability is a key question from my graphic showing the national average...
Why oil matters: conflicts abroad, costs at home - The Story | Podfollow @ACGlobalEnergy #oil https://t.co/tCpybAcB7p
Gas-fired plants secured almost 60% of capacity in the UK’s latest market auction, underscoring their central role in the energy system even as the country pushes for cleaner power. https://t.co/TtQEhCvrH7
Oil prices +2% - here’s the latest: ⚠️ Iran: Says it will target U.S. technology company facilities next, including $AMZN $MSFT $NVDA $IBM $ORCL $PLTR locations in Israel, Dubai, and Abu Dhabi 🛢️ Oil reserve release updates: 🇩🇪 Germany to partially release national...
I wrote this piece: "What can make the oil price fall?" on Sunday night because debate around oil had gotten far too one-sided. We've now fallen significantly and - while hostilities continue - I think we'll bounce around in a...
US political leaders, the oil industry, and traders are waking up to what we advised clients in June: restoring oil and LNG flow in the Strait of Hormuz won't be quick or easy. A load-bearing assumption in global energy is...
From oversupply to concern of shortages - IEA oil stocks release is coming, sources say https://t.co/ttzyIWK0qw
Meloni says the Italian government could take action on companies speculating as energy prices spike over the war https://t.co/BbvWulpYyD via @donatopmancini https://t.co/mdhE0Kkxk9
Powering AI: Europe switches on its first microgrid-connected data center “Microgrids are localized energy systems that can generate, store, and distribute power. The systems are already being widely used in the U.S.” https://t.co/I7IdIAYzTf https://t.co/5arYJMWh1R
MOSCOW, March 11 (Reuters) - The price of Russian oil used for taxation has exceeded the budget target for the first time since January 2025 because of the rise in global prices caused by the Iran war, Reuters calculations showed...
EU weighs a gas price cap to lower power costs amid Iran war https://t.co/3qDLf3s6Jq via @johnainger https://t.co/A2PK57MYOp
More on the IEA reserves: US has only crude Japan has a mix of crude and products Europe has mostly products The mix of the release is as important as the size of the release
Also, as the IEA releases, member countries are reaching out to China to make sure it doesn't use the opportunity to buy more barrels for its own reserve (as it did in 2022). (...the IEA-Chinese coordinate was last done in 2011...
When the IEA release is announced, my focus won't be on the headline number (say 300-400m barrels). Ignore that number. The key is the flow, in BARRELS PER DAY, the IEA promises FOR THE FIRST 20-30 DAYS of the stockdraw, and...
Spoke with Bloomberg earlier today about the IEA stocks release plan, the information war on top of the military conflict in the Mideast, the severe pricing dislocations in the oil market, plus the unfolding impact of the continued closure of...
Reaching net zero by 2050 is often framed as a cost burden. The UK Climate Change Committee’s latest analysis suggests the opposite. The real risk is fossil fuel dependency. https://t.co/m4AZokLzFS
America’s appetite for electricity is exploding—driven in part by AI and data centers. In Texas, one coal plant is planning a surprising transition to solar. But meeting this new demand may also mean more fossil fuels. My latest for PBS...
Inside the G7 (and the G20) most countries are absolutely livid with the Trump administration's attack on Iran, but don't mistake their indignation with a desire to let Iran take the global economy hostage via oil. G7/G20/OECD nations will respond...
South Korea will speed up the restart of nuclear reactors undergoing maintenance to secure energy as the war in the Middle East chokes fossil fuel supplies 🇰🇷☢️ The nation will seek to start two units this month, and a further four by...
How would a big IEA release look considering: -- The war is about to be over "very soon" -- The market is well-supplied, as repeatedly and recently claimed -- Brent is <$90 Just asking... 😅🤔
The world's largest LNG plant hasn't exported a shipment in five days. That's the longest streak since at least 2008 🇶🇦⚠️ Qatar shut its Ras Laffan facility last week after a drone attack The longer Qatar's outage continues, the tighter the market...
The IEA is preparing to release more oil than it did after Russia invaded Ukraine. The Strait of Hormuz remains closed to tankers. 🔒 Members-Only https://t.co/TcCIMKXR4l
Crude Oil adjusted for inflation is quite cheap An all-time high is very realistic -- that would put Crude above $220 per barrel Likely by the end of this decade $CL_F https://t.co/oQOmEtjGtH
US #EIA forecasts #Brent >$95/barrel over the next two months in its latest STEO. https://t.co/YJdFYlyAms
Wrote about the latest gut punch to rooftop solar incentives in California — and what comes next, including the dawn of balcony solar: https://t.co/KcQ7aj2LIc
1-GW solar project planned for Utah hyperscale data center #energysky -- via Solar Power World: https://t.co/Id925FeaBi
IEA Proposes Largest Ever Oil Release From Strategic Reserves…but if one country objects then it won’t go through (kinda like OPEC…) https://t.co/wnthFedVaT
If the administration’s strategy to keep oil prices down is to manipulate the market by making false and/or vague statements on social media about the war then well…points for creativity
Long-duration tech still outcompeted by lithium, trade group advocates for ‘valuing diversity’ #energysky -- via Energy Storage News: https://t.co/ARa90ueYl7
Gasoline Prices Spike, Now up 25% since January, Diesel Prices 40%, Heating up Inflation. California is back over $5. Prices in Texas jumped by 25% month to month, to over $3.23. https://t.co/hv90K5cgPf https://t.co/NCe7JLzqmA
The only actual energy security in the world is solar energy dominance in countries that produce their own solar panels. The only actual energy indepedence is hundreds of millions of rooftops with solar on them, which builds a decentralized grid...
Co-ownership vs consultation: Landmark report proposes faster, cheaper path to renewables #energysky -- via Renew Economy: https://t.co/7lWCPVACJ7 https://t.co/t7SdJhurNu
Wan Hai deepens newbuild push with LNG & methanol-ready boxships. Newbuilds vs Iraq war & questions on supply chain design & operation. And the critical logistics. A takeaway from 6 years is how to build unpredictability into supply chains. More...
A now-deleted post from Energy Secretary Chris Wright whipsawed crude for the second-straight session 🤡 @ENERGY $USO https://t.co/XlECoBdhiQ via @WSJ
PowerBank secures funding, clears environmental hurdles for its 7 MW New York community solar project #energysky -- via pv magazine usa: https://t.co/cuWBlZKcKm
WHEN THE ARTERY THAT SUPPLIES A FIFTH OF GLOBAL OIL NEEDS, THE STRAIT OF HORMUZ, IS WEAPONISED. Iran says it won’t let traffic through, bills its continued closure as victory. US wants to reopen it, proposes naval escorts if necessary. Here’s Iran’s Araghchi...
US adds 43.2GW of new solar PV capacity in 2025 #energysky -- via pv-tech: https://t.co/aZ7O8AfdNy
#JustIN | At a time when global energy markets are experiencing volatility, ensuring uninterrupted access to essential fuels for Indian households remains a national priority: #RelianceInd says Natural gas produced from the KG-D6 Basin will be diverted to support supply to priority...
G7 head of state and/or government will hold a video call Wednesday to discuss the impact of the Third Gulf War, particularly around the “energy situation” and the Strait of Hormuz. The call is scheduled for 2pm GMT. I doubt this...
Argentina tenders 700 MW of battery storage nationwide #energysky -- via pv magazine global: https://t.co/fPJqWq2Ss4
Beazley acquires kWh Analytics to scale renewable energy underwriting #energysky -- via pv magazine usa: https://t.co/HU8MHQTedQ
My monthly takes a look at oil price scenarios Inspired by Jurassic Park and Jeff Goldblum’s explaination of chaos theory. This hit close to home. Made my mom cry - should have warned her about the ending. The Butterfly Effect...
If the Navy says it’s too dangerous to escort ships through the Strait of Hormuz, but Trump says tankers should have the guts to sail through. This is some serious mixed messaging.
You don't have an economy without energy, so you really care about how long these prices are elevated. Let's make the assumption that the stable price of oil post this, is gonna be between $60 and $70. Oil was less...
There has been a lot of commentary over the past week on China's energy vulnerabilities but much less about Taiwan's. In 2020, I coauthored a @CarnegieEndow report on Taiwan's energy trilemma of security, affordability, and sustainability - with ideas for...
New free article: Tail Events in Crude Oil Plus Inflation-Adjusted Prices. Link in reply below. 👇 https://t.co/zZ0F6nhkje
