Hormuz Blockade Threatens US Humiliation and Warship Losses
Attempting a Hormuz blockade will be a humiliating defeat for the US Iranian drones and anti-ship ballistic missiles will potentially damage or destroy US warships #StraitOfHormuz #OilMarkets #EnergySecurity #NavalWarfare #Geopolitics #MiddleEast #GlobalRisk #EnergyCrisis #ShippingLanes #MilitaryStrategy
Institution Holds Massive Oil Shorts Near $115/$121
An institution is heavily shorting Oil. They have opened: - $74,388,000 Crude Oil short with liquidation at $114.98 - $24,678,000 Brent Oil short with liquidation at $121.2 https://t.co/vARO0PhagV
Key US Maritime Dilemmas in Gulf and Red Sea
Three questions: 1) Would the US stop Chinese-flagged vessels going in-and-out the Persian Gulf? And if the tankers don’t stop? 2) What’s the plan if the Houthis of Yemen blockade the Bab al-Mandeb? 3) Would the U.S. stop Iranian tankers...
China’s EVE Energy Announces Massive 110 GWh Battery Capacity
A must-follow: @RonStoop1 His Latest Global Cleantech Tracker is staggering: "🔋 The volumes baffle the mind: China goes big with no less than 110 GWh of manufacturing capacity announced by a single company, EVE Energy (!)" #alwaysbecharging #battchat https://t.co/qV7HTBLBgt https://t.co/ZTcDaogWqs
Let Texans Choose Power Sources Over Uniform Regulation
"To help Texas stay ahead, customers should be able to bring their own power or buy it from third parties rather than forcing every project through the same regulatory process" https://t.co/jXRHk6ojV6 https://t.co/SmAYls8D4P
Naval Blockade Beats Bomb Threats in Iran Oil Standoff
I’m not saying this is a GOOD thing, but the situation was never going to be resolved while IRAN could still get its oil out and no one else could. A naval blockade is much more effective than threatening to...
US NatGas Futures Slip to $2.65, Outlook Flat
U.S. natural gas futures price fell $0.15 from $2.80 to $2.65 for the week ending April 10 Price is likely to move sideways or fall slightly on Monday based on 12-month spreads #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/61URlYt6Lw
US Oil Export Shift Requires Double Tanker Fleet, Years
Yes, it appears supertankers are heading to the US to get oil. The US exports 5 million barrels a day. So, the US has it. BUT.... The majority of Middle Eastern crude oil goes to Asia. That is a 21-day trip from the...
Choosing Gas: Texas vs Russia—Reliability Unclear
When I lived and worked in France and there was a choice between buying gas from Texas or Russia it wasn’t obvious who would be the more reliable and honest provider.
US Oil Imports Make Gulf Blockade Self‑inflicted Disaster
The US is a net importer of oil, and expanding exports + blockading the Persian Gulf is hilariously catastrophic for the US consumer.
Sungrow Storage Set to Surpass Inverters by 2025
Chinese PV Industry Brief: Sungrow storage overtakes inverters in 2025 #energysky -- via pv magazine global: https://t.co/rqkMb18oPl
Rapid Oil Surge Signals Deflation, Not Inflation
The most critical thing to watch this week is if long duration yields fall into the Oil surge. We are on the verge of a massive deflation scare. You read that right. The SPEED of the oil move is DEFLATIONARY. The market has this...
Shale Boom Fuels US Investment, AI Lead, Weakens Adversaries
It's difficult to overstate the significance of the shale revolution. The resultant abundance of cheap domestic nat gas and oil has made the US a destination for investment and also an AI superpower, but it also has reduced the leverage...
Hormuz Closure Could Cut Gulf Output by 15 MMbpd
Current Middle East Gulf production shut-ins stand at ~13 MMbpd (out of a ~105 MMbpd market) If Trump blockades the Strait and forces Iran to shut in production that total rises to ~15 MMbpd. It’s been strange to see Iran continue to...
Satirical Trump Threat Sparks Dark Mall Thriller
In light of this tweet by Trump, read the story below: President Trump: Effective immediately, united states navy will begin process of blockading any and all ships trying to enter, or leave, strait of hormuz.
Quick Summary of Today’s Strait of Hormuz Events
This morning’s Strait of Hormuz developments, summarized so you don’t need to read the president’s rambling morning long-posts: https://t.co/KWcJKMp2QV
Trump Announces US Blockade of Hormuz Shipping
*TRUMP SAYS US WILL BEGIN BLOCKADE OF SHIPS TO AND FROM HORMUZ The shipping tourists can stop counting ships. It is now zero. https://t.co/1AQGj4UeEF
US Navy to Block All Strait of Hormuz Traffic
“Effective immediately, the United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz” (No LNG cargo has left the Persian Gulf in over a...
TCL Zhonghuan Takes Control of DAS Solar
TCL Zhonghuan to acquire control of DAS Solar in consolidation move #energysky -- via pv magazine global: https://t.co/6KgNzdUutV
ADNOC Warns World Cannot Afford Hormuz Closure
Adnoc CEO: “The Strait of Hormuz has never been Iran’s to close or restrict… The world simply cannot afford it and must not allow it” (Adnoc hasn’t been able to export LNG for over a month to customers in Asia and...
Brent at $95, but US Embargo Could Push $125
My base case is for many weeks of messy negotiations with Iran, but that war has basically ended. That's what I think is priced into Brent at $95. If negotiations fail and the US does an embargo of Iranian oil,...
Aramco Restores East-West Pipeline, No Port Disruptions
Now the flow of crud in the Saudi East-West pipeline is restored to full capacity, it is important to know that Saudi daily loading in western ports was not affected. Oil in storage was more than enough. https://t.co/I1FOWuECCi
US Crude Unsuitable for Diesel, Jet; Tankers Turn Storage
Curb your enthusiasm US oil is no good for diesel or jet fuel @Matalasdavid It’s pale lager where stout ale is needed Tankers filling up on US crude will become floating storage
Vitol’s Star Trader Loses Hundreds of Millions in Iran War
A team at Vitol led by a star trader took a several hundred million dollar hit early in the Iran war after bets in the oil market went awry, people familiar with the matter said https://t.co/wVuSf1Bx1e
Rising Gas Prices Boost Demand for Used EVs
With gas prices shooting up amid the war in Iran, interest in EVs is picking up again—especially on the used market https://t.co/kyiKQkDabN
Iran Keeps Hormuz Closed Without U.S. Peace Deal
🚨 UPDATE Iran has refused to reopen the Strait of Hormuz, as a permanent peace agreement was not put in place during negotiations with the U.S. in Pakistan. https://t.co/Xvstuje8G0
17th‑Century London’s Coal Dependence Fueled Social Unrest
London’s Coal Supply in the 17th Century – A Case Study in Energy Security By the early seventeenth century, coal had replaced wood as the main fuel used in London and other towns in southeast England for domestic heating as well...
Small-Scale Renewables Power Real, Resilient Progress
Small-scale energy solutions deserve more attention. A 1kW wind turbine may not sound dramatic, but that is often how real progress looks: reliable, practical, and deployable where it is actually needed. Not every clean energy breakthrough has to be massive. Sometimes the value...
Offshore Drilling, Fewer Refinery Closures Could Lower California Gas Prices
Maybe just maybe if allowed offshore drilling and your looney tunes laws didn’t force so many refineries to close then gas in California wouldn’t be $6 you donut hole.
Panicked Barrel Rush Fuels Global Oil Market Turmoil
A panicked race for barrels is gripping the global oil market https://t.co/BFDckZshjd via @yongchang_chin @Bill_Lehane https://t.co/TY5ixVnnec
Policy-Driven Scaling Made Renewables Finally Cost‑competitive
Solar, wind, batteries*, and EVs only dropped in price to where they win economically because earlier policy driven by environmental concerns scaled them. * - Batteries are a partial exception due to early scaling from consumer electronics. But that only...
Stellantis Exits NextStar JV, Heralds New Battery Ownership Model
Stellantis will exit its NextStar battery JV stake, signaling a new ownership model for North American battery plants. https://www.metalnomist.com/2026/04/stellantis-nextstar-battery-jv-exit.html
US‑Iran Stalemate Underscores Urgent Shift to Renewables
Shocked. No agreement has been struck between the US and Iran, Strait of Hormuz is still closed, and as hypothesized, this pause is in this war is almost certainly a reloading for the U.S. The world better rapidly build renewables...
U.S. Imports Oil because Domestic Crude Lacks Needed Qualities
Energy blind @Hwy41 Why do you think the US imports 6.5 mmb/d and exports 4 mmb/d? Not all oil is the same Because our oil isn't the right kind to make many of the products we need In a connected world, no one...
Oil's 64% Six‑Week Surge Reveals Hidden Market Signal
Oil just did a 64% roundtrip in 6 weeks and here is what nobody is talking about.
US‑Iran Talks Stall; European Gas Market Goes 21‑hour
The US and Iran fail to reach a deal after marathon talks in Pakistan ⚠️ 👀 All eyes will be on the European gas market, which for the first time will open early in Asia on Monday (in 19 hours) TTF...
India Tackles Fuel Shortage with Export Tax, Not Ban
🇮🇳Several countries, including China, banned exports of petroleum products. India is doing the same using a different approach. India Raises Export Tax on Diesel, Jet Fuel Amid Energy Crisis
Solar Feasibility Depends on Primary vs Final Energy
There’s a lot of “can’t” around renewable energy. I’m here to put some of that into perspective. Global primary energy consumption is around 190,000TWh, maybe a little less. But that’s primary energy, not final energy. What would it look like if...
They Predicted It, Now Cashing in on US Oil
On the contrary, that’s precisely what they anticipated. They are making a killing selling US oil and gas at the moment.
Iran's New Hormuz Demand Echoes Pre‑war Dispute
Same core disagreement from before the war started. (Oh, also, Iran now demands control of Hormuz, which it obviously didn’t before) https://t.co/P2i5MVuzpB
Southern US Solar Surges; Polar Vortex Dampens Northern Output
Heat dome and high pressure boost southern US solar as polar vortex clouds the north #energysky -- via pv magazine global: https://t.co/rK0FaGjmDk https://t.co/D071pKBFnt
Extreme Oil Volatility Erodes Profits, Forces Adaptation
Extreme oil price volatility kills trading profits When prices spike and collapse in days, even the best traders get burned Paper markets lose while physical traders try to adapt to chaos. https://t.co/NCTf0WILzE #OilMarkets #Volatility #Energy #Trading
US Mine‑Clearing Claim False; Hormuz Access Remains Limited
US warships intent to clear mines isn't a "lie" as you claim @adamscochran The real story is that the U.S. CAN enter Hormuz--IT'S NOT CLOSED Safe passage isn't guaranteed--that's why tankers WON'T pass The spin is about control. The reality is about limits....
Agratas Pushes Ahead with 20 GWh Battery Plant in India
Agratas advances 20 GWh battery plant in western India #energysky -- via pv magazine global: https://t.co/khLIvvTgG6
Brent Futures Lag Physical Oil, Gap Set to Close
The futures price for Brent crude is around $109/bbl. But physical oil is trading closer to $145/bbl. THAT'S AN UNSUALLY LARGE PRICE GAP. THE FUTURES MARKET WILL EVENTUALLY BE MUGGED BY REALITY, AND THE GAP WILL BE CLOSED. https://t.co/XVXx6bRg9Z
New Path to Affordable Clean Hydrogen Production
Toward cheaper, cleaner hydrogen production by Zach Winn @MIT Learn more: https://t.co/OapBsYTJTo #EmergingTech #Innovation #Tech #Technology https://t.co/a9Png9Yxc4
Scarcity Cycles to Glut: Tight Oil Market Warning
After every period of scarcity comes a glut. Every.Single.Time... Remember that when watching a tight oil market currently
Continental Resources Halts Bakken Drilling After 30 Years
What about North Dakota? “Continental Resources is pausing new drilling in North Dakota's Bakken shale for the first time in 30 years”
Three VLCCs Mark Iran War’s Biggest Outbound Flow
By volume today's 3 VLCCs represented the largest outbound tanker flow thus far in the Iran War. Rather than vessel count, the Bloomberg chart below shows deadweight tonnage. https://t.co/OG2Rjb6Vtp
Energy Market Volatility Drives Vitol’s Costly Derivatives Losses
My working hypothesis is that the extreme volatility in the energy markets has largely led to losses. No one can make money when prices are soaring and collapse by $20 in a few days. --- https://t.co/S30XPZwVcq Vitol Group is reorganizing its derivatives team in...