Gazprom EU Exports Surge 21%, Russia Hits 15% Share
Gazprom Exports to the EU Jump 21% Y/Y in March as Hormuz Crisis Tighten LNG Supply Russia's gas share in EU gas imports jumps to 15.1% (with 8 Charts) https://t.co/0WqJLzqydw
Korea's Mars Sour Market Is Tiny and Competitive
Just because there’s a market for Mars medium heavy sour in Korea, the supply is small & competive @dlawbailey That means the demand is irrelevant If by “GoM” you mean light crude, there’s no “big market” in Korea.
US Solar Module Prices Under Upward Pressure
US solar module prices face upward pressure #energysky -- via pv magazine global: https://t.co/hQnlUC5cFa https://t.co/bVLXutrRD4
Invest in Renewables to Permanently Curb Fossil Dependence
Two fun facts When we invest heavily and consistently in electrification and renewables, successes like the solar rebate and the battery program permanently bend the curve away from fossil dependence Sadly, right now, we're instead defending and subsidising fossil use @simonahac
Tanker Owners Shift Any Crude, Paid for Floating Storage
Thanks exactly right @dlawbailey Tanker owners need to move crude. It doesn't matter if it's US light that's not fit for purpose. They're getting paid. Some if it will be used. The rest is floating storage. https://t.co/IW1YHmy5g5
Middle East War Slashes Asian LNG Deliveries to 2020 Lows
The war in the Middle East is choking LNG supply to Asia 🚢⚠️ Deliveries to Asia fell the the lowest level since 2020, when the Covid pandemic crashed demand Not a single LNG shipment has gone through Hormuz since the war began...
Trump’s Hormuz “Blockade” Is Empty Theater, Ineffective
The Hormuz blockade isn’t a blockade. It’s typical Trump performative bullshit—lots of noise, no substance. It’s indirect pressure done remotely from OUTSIDE the Persian Gulf. That can’t work. The Gulf is too big, too porous, and too prone to cheap disruption to seal. It's Trump's...
Oil Spikes 8% After Trump Blocks Iranian Ports
Oil prices have surged roughly 8% following news of President Trump's announced blockade of Iranian ports. Brent crude is currently trading around $102 per barrel. Was above $104 earlier.
Trump Imposes 10 A.m. Iran Oil Sales Ban, Allies Enforce
JUST IN: President Trump announced a 10 a.m. oil sales ban on Iran, with cooperating nations ensuring it's enforced.
Historical Oil Spikes Rarely Sustain Long‑term Gains
Hey Claude: What's the historical market track record when oil rises 50% in a month? Then falls 20% a week later Then rises 10% a week later Then falls 10% a week later Then rises 15% a week later No mistakes please
Trump's Hormuz Policy Reversal Fuels Oil Market Volatility
JUST IN: Trump's policy flip from freeing the Strait of Hormuz to blocking it is stirring oil market volatility.
Iran War's Energy Fallout Explained in Six Minutes
Fantastic insights into the energy impacts of the Iran war from @ColumbiaUEnergy’s @ProfessorKaren on @FareedZakaria this morning. Well worth 6 mins of your time to watch her. I’m very lucky to call her a colleague. She is the best. 👇👏
Electrification Alone Won’t Protect Firms From Gas Price Spikes
Electrification alone may not shield firms from gas-linked prices #energysky -- via pv magazine global: https://t.co/vI8TD34kUI
US Blockade Pushes Oil Above $100, WTI to $135
JUST IN: U.S. oil prices surged 8% above $100 a barrel after the U.S. blockade of Iranian ports, with WTI crude oil projected to hit $135 per barrel this year.
Hormuz Blockade Fuels Energy Surge Ahead of Fed Data
Middle East tensions are pushing energy prices higher as the Strait of Hormuz blockade hits markets. All eyes on inflation data and Fed speakers this week. 🟢 Open https://t.co/cLaM5AJanN
Screen‑traded Crude No Longer Reliable Price Gauge
Tough news flow to start the overnight session, but I don’t think screen-traded crude is a useful indicator right now. Pretty much all asset classes have internalized the fact that a barrel delivered in a barrel in futures pricing are...
Long‑duration Storage Key to Australia’s Decarbonisation
Powering Australia’s next phase of decarbonisation: Why long-duration storage must lead #energysky -- via Energy Storage News: https://t.co/iarNa9N4IO
Stochastic Bullish Crossover Signals Crude Spike, SPX at Risk
#Oil: A bullish Stochastic crossover is forming, typically preceding multi-day spikes in #CL_F. The recovery of the 20DMA is concerning for #SPX bulls. The key weekly level is $101.4; if lost, the SPX could spike again. Otherwise, expect pressure on...
India’s Solar Capacity Hits 150 GW, Installations Surge 87%
India has now passed 150GWs of solar, with annual installations increasing a whopping 87% this year.
US Hormuz Blockade Sparks Surge in Oil, Gas Prices
US military says it’ll begin a Hormuz blockade at 10am ET Monday. Oil prices +8%, NatGas +13% early Monday in Asia. Also, vessel traffic through the Strait of Hormuz shows the “highest” volumes since the war began (“highest” is of course...
Asia-Pacific Oil Prices Break $100 Barrier Again
As expected, oil prices are surging higher in Asia-Pacific trading, with both Brent and WTI quoted above $100 a barrel again. #markets #economy #oil #energy
Tehran’s Hormuz Blockade Outlasts Trump’s Fleeting Economic Leverage
Markets vs Blockade Guess who wins? A hormuz blockade bets on the only thing Trump doesn't have--time, writes @OpenSquareCap The global economy gives Trump a week or two Tehran can wait longer #Hormuz #EnergyWar #Geopolitics #Oil
Middle East Energy Infrastructure Damage Survey Revealed
Surveying the Middle East’s energy infrastructure damage (from FT Alphaville Robin Wigglesworth). More on this in the Chartbook Top Links today. https://t.co/IH3jh7JsL4
Trump's Iran Oil Blockade Threatens Global Supply, Economy
Quoted alongside @reziemba in this @WSJ writeup on the implications of Trump’s threatened blockade of Iranian oil exports and what it means for the oil supply—and global economic—outlook. https://t.co/ndEafAkcaG
US only Restricts Iranian‑origin Cargo, Not Whole Strait
So the US isn't actually blockading the Strait of Hormuz. Just the small fraction of oil and other cargo that comes from Iranian ports. https://t.co/uWubDRslxe
Australian EV Surge Won’t Lift Lithium Prices Soon
Australian electric vehicle boom won’t drive higher lithium prices in the near term: Wood Mackenzie https://t.co/D6uz3IGI8N
European Gas Spikes on Trump Threat, Yet Below Last Month
European natural gas prices jump after Trump threatened to blockade Hormuz 📈📈 Prices rose 18% in early Asia trading (The trading day expanded to 21 hours, from 10 hours, on Monday) Still, down from the highs of last month. Drop in Asian...
Oil Climbs Past $105 as US Blocks Iranian Ports
Oil prices surge above $105 as U.S. Navy to blockade Iran’s ports after peace talks fail: https://t.co/lRknunNbMI
Hormuz Closure Threatens Petrodollar for First Time in 50 Years
No deal this weekend. The Strait of Hormuz is effectively closed Oil prices are surging again. U.S. about to blockade New @moronomics podcast episode breaks down what this means and why this is the biggest threat to the “petrodollar” in 50 years...
RBOB Gasoline Futures Hover Around $3.20 After Volatile Swing
RBOB gasoline futures tagged $3.40 at the March peak... dropped to $2.90... now $3.20.. chopfest https://t.co/3gXzdFHSvH
WTI Oil Prices Return to March Range
WTI in the middle of the range back to the last week of March https://t.co/UJdTdFVoGT
Iran, Houthis Threaten Two Oil Chokepoints, Spiking Prices
Iran to Trump: we’ll see you & raise you Iran has only to have the Houthis disrupt Bab al-Mandab too writes @GMonroyEnergy Two chokepoints, one overstretched navy, and oil spikes hard So much winning #Oil #Hormuz #RedSea https://t.co/bgBh1UdjUZ
Trump Threatens Strait of Hormuz Blockade After Failed Iran Talks
Trump vows to blockade Strait of Hormuz after Iran peace talks yield no agreement https://t.co/SuVjVwOM8K
Iran Poised to Hit Upstream Oil if Tanker Seized
All eyes on the first Iranian tanker to test Trump’s blockade. Iran has thus far left most upstream oil production assets and export infrastructure untouched, but that’s Tehran’s next obvious escalatory ramp should the US Navy attack/seize an Iranian tanker.
Power Grid, Not Algorithms, Becomes AI Bottleneck
Hyperscalers will spend $700 BILLION on data centers in 2026 alone. Amazon: $200B. Google: $185B. Meta: $135B. AI data centers now represent 70%+ of all new grid interconnection requests in the US. The bottleneck isn't the algorithm anymore. It's the power line.
From Sanctions Relief to Blockade in Three Weeks
I’m old enough to remember when the Trump administration eased US sanctions on Iranian oil. “In essence, we will be using the Iranian barrels against Tehran to keep the price down,” US Treasury Secretary Scott Bessent said at the time....
Blockade Excludes Non‑Iranian Ports, Allowing Global Oil Access
An important nuance: The blockade doesn't apply to ships that enter or leave non-Iranian ports. So China and everyone else are free to pick up barrels in Saudi Arabia, the Emirates, Qatar, Kuwait... unless *Iran* tries to stop them.
US Vows Impartial Hormuz Blockade, Protects Non‑Iranian Navigation
More restrained than Trump’s blanket Hormuz blockade announced this morning. CENTCOM: “The blockade will be enforced impartially against vessels of all nations entering or departing Iranian ports and coastal areas, including all Iranian ports on the Arabian Gulf and Gulf of...
Annealing Boosts Efficiency of Copper-Plated Heterojunction Cells
The impact of annealing on copper-plated heterojunction solar cells #energysky -- via pv magazine global: https://t.co/DM37J5KaRF https://t.co/POFNPoUMby
China's Quiet Push Toward Energy Independence Accelerates
China is the most at risk and oddly silent during all of this chaos 🤔 Solar, nuclear and EV investments are obviously paying off for them. Expect them to redouble their already staggering efforts to be energy independent https://t.co/d92Cg4sy4B
Net‑Zero's True Cost: Inflation Risks Explored with ECB Governor
For this week's episode of @cleaninguppod I sat down with Pierre Wunsch, Governor of the National Bank of Belgium and member of the Governing Council of the European Central Bank. What is the real cost of net zero? Is it...
Hormuz Offset Claims Exaggerated, Real Capacity Far Lower
Bunch of people have asked so to answer directly: these Hormuz offset numbers are entirely bunk. Absolutely fair to be optimistic about the war ending and Hormuz reopening, but it’s fundamentally flawed to say we’re offset the Hormuz supply loss and...
Huge $74.5M Leveraged Oil Short Near $115 Liquidation
Someone has opened a $74,543,000 oil short position with 4x leverage. Liquidation Price: $115.06👀 https://t.co/wQYzazJF4F
Geopolitical Crisis Finally Drives Mass EV Demand
The Strait of Hormuz crisis is doing something a decade of subsidies and mandates struggled to achieve: making millions of people want an EV who previously discounted them. https://t.co/q4BJ7iKHE3
Oil Prices Likely to Top $115, Stay Long
According to @Polymarket, there is now a 64% chance that US oil prices will exceed $115/barrel this month. I agree. Stay long oil. AMERICANS SHOULD SEND A BILL FOR DAMAGES TO TRUMP. https://t.co/NCKsBE3xYX
Seven Nations Generate Over 99.7% Power From Renewables
Albania, Bhutan, Nepal, Paraguay, Iceland, Ethiopia and the Democratic Republic of Congo produced more than 99.7 per cent of the electricity they consumed using geothermal, hydro, solar or wind power. https://t.co/vEn1zZFxEb
All Tanker Types Mapped: Dirty, Clean, Gas Carriers
Since folks seem to love tanker maps, here's ALL the tankers, courtesy of @Vortexa. Blue are dirty tankers (crude, fuel oil, etc.), white are clean product tankers (gasoline, diesel, etc.) and orange are gas carriers (LNG, LPG, etc.) https://t.co/FNC46mr4l2
Saudi Arabia Gains as Oil Prices Surge, Rival Vanishes
The House of Saud wins with higher oil prices and the elimination of a regional competitor
Hormuz Blockade Threatens Oil Supply, Markets Await China or Trump
Strait of Hormuz blockade is live 🚢❌ 20% of world oil = gone 🛢️ Equities gap down 📉 Oil gap up 📈 $115 WTI on the table 🎯 One question matters: does China blink first or does Trump? 🇨🇳🇺🇸 Trade...
Blockading Hormuz: Massive Costs, Cheap Disruption Wins
A Hormuz blockade is a complex ACT OF WAR It demands MASSIVE NAVAL RESOURCES & constant coordination You commit carriers, fleets, allies…and still get undermined by mines, drones, CYBER, and fear BIG POWER VS CHEAP DISRUPTION Does anyone hear an echo from the last...