China’s Oil Intensity Exceeds U.S., Despite PPP Claims
China uses more oil per unit of GDP than the U.S. (roughly 20–30% higher) Purchasing Power Parity (PPP) can achieve the 40% claim but that seems dubious. The USA produces lots of oil (with Canada) which China doesn’t have so it uses more coal — even to make fertilizer.
Aim for $30B Geothermal Build by 2027
If we put our minds to it we could have $30B of geothermal under construction by the end of 2027. We need greater coordination with the Federal Government, data center companies, and electric utilities.
VLCC Joins Three Tankers in Iran‑marked Hormuz Lanes
On top of the 3 oil supertankers that exited the Strait of Hormuz today, another VLCC is crossing it (half-way right now) into the Persian Gulf (in ballast, heading toward Iraq to pick up a cargo for Vietnam). All the...
Rooftop Solar Reaches 20% of Puerto Rico’s Power Mix
Rooftop solar now accounts for one-fifth of Puerto Rico’s generation capacity #energysky -- via pv magazine global: https://t.co/k6wBp2A5zb
Bypassing Sanctions Mirrors Abandoning the Dollar System
Blood in the water attracts sharks. Bypassing US sanctions to buy oil directly from Iran is akin to bypassing the USD system all together. Will Trump renig on foreign payments too? #TradeDeficit #FiscalDeficit
Easter Week Triggers Broad Energy Price Collapse
Third Gulf War — energy impact: (week-on-week; Apr 2 to Apr 9 due to Easter) Dated Brent oil: ⬇️ -10.9% (physical,no futures) WTI crude oil: ⬇️ -13.4% TTF EU nat gas: ...
Graphene Oxide Fuel
A novel interface engineering method boosts graphene oxide fuel cell power density to 0.7 W/cm², matching commercial fluorine-based membranes and advancing eco-friendly hydrogen energy solutions. fuelcells
European Energy Traders Brace for 21‑Hour Volatility Surge
Europe energy traders brace for 21-hour day as volatility surges https://t.co/lLXIQjQymB via @priazrocha @MaznevaElena https://t.co/BPlqCQG5sx
Renewables Cut Fossil Energy Use by Over Half
The use of primary energy on the vertical axis is an old trick by the fossil fuel industry to mislead people into thinking that one unit of fossils = one unit of renewables. In fact, one unit of primary energy...
Pause the Pipeline Rush: Politics Over Practicality
Why the Rush to Build Another Pipeline? The baying hounds of pipeline expansion—Premier Danielle Smith, the oil industry, federal energy minister Tim Hodgson, hydrocarbon shills—need to take a beat #cdnpoli #ableg #abpoli https://markhamhislop.substack.com/p/why-the-rush-to-build-another-pipeline
Austria Scrambles for Power as Peak Water Approaches
Austria races to secure power supplies as ‘peak water’ looms https://t.co/LszFiWkbeX via @martoneder @virtualnomad https://t.co/6VWqWBZMSh
Aleppo's Rooftop Solar Boom Powers Homes Amid Shortages
🔥One of the most impressive rooftop solar scenes you'll see anywhere in the world — this is Aleppo, Syria.For years, the country has suffered severe power shortages. ▪️People took matters into their own hands... and this is the result.Rooftop solar...
Nuclear Power Advocates Fuel Proliferation, Not Solutions
In this 2010 TED talk, I highlighted the risk of nuclear weapons proliferation due to the spread of nuclear energy https://www.ted.com/talks/stewart_brand_mark_z_jacobson_debate_does_the_world_need_nuclear_energy The response was denial, obfuscation, and attacks. Yet, the cause of the war with Iran today is to prevent them from obtaining...
Jet Fuel Premium Hits Record, 68% Above Brent
New record for the Singapore jet fuel premium versus spot Brent. Jet fuel in Asia now trades 68% above Brent. Physical crude matters more than paper crude & Refined products matter even more, because the global economy runs on refined...
India Boosts Russian Oil Imports as Sanctions Loosen
With sanctions on Russia being temporarily lifted, India is importing Russian oil at the highest level since June 2023. One of the few benefits from the US-Israeli war on Iran is that the ill-founded international sanctions regime is coming unglued. GREAT. https://t.co/AvoKEQsvds
Gas Prices, Not Ideology, Spark Energy Transition
Energy transitions don’t begin with belief, policy white papers, or moral persuasion—they begin when the price sign at the gas station turns into a daily, unavoidable shock and the economics hit you in the face. https://t.co/I8aQqze7HF https://t.co/1rY16hpumU
Terabase Energy Automates PV Construction Using Robotics and AI
Terabase Energy advances automated PV construction with robotics, AI tools #energysky -- via pv magazine global: https://t.co/i2owLWOxVh https://t.co/sUxqfqBegM
Bearish Engulfing Signals Potential Oil Top, Await Confirmation
$USOIL - The weekly bearish engulfing candle is further evidence to what I claimed since the March 9 top, that a major top was in. Technically, it hasn't been confirmed yet. That will happen only when the price of oil...
Brent Front‑month Crashes, 12‑month Spread Narrows
Brent futures 12-month spread narrowed $16.45 (48%) 6-month spread widened $15.36 (54%) for the week ending April 10 Front-month price fell $13.83 (13%) from $109.03 to $95.20 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/gqclIvmfUr
Fossil Firms Favor GWP100 to Dodge Real Climate Action
Fossil companies support GWP100 over GWP20 because GWP100 allows them to do nothing about air pollution or global warming-to continue spewing BC, CH4 & O3 precursors & proposing fake solutions to CO2 (carbon capture, direct air capture, blue H2, electro...
Natural Gas Isn’t a Viable Car Fuel, only Electricity
I didn't say anything about natural gas @NGLFundamentals @RKelanic didn't either in her article except as part of electric power generation 👇 https://t.co/R5Mz43vnmO
Data Centers Adopt Direct 800‑Volt DC for Efficiency
Most data centers use AC power, converting it to DC at the server level. But as demand rises for fast, efficient computing, there’s less room for power loss. New designs convert power from the grid directly to 800-volt DC power,...
Bauer Solar Unveils 480W Back‑Contact Solar Module
Bauer Solar launches 480 W back-contact solar module #energysky -- via pv magazine global: https://t.co/oCciheOsPl
China’s Power Surge Outpaces US, Boosting Geopolitical Clout
China added 1,514 GW of power capacity in 4 years. The US added just 161 GW. ENERGY CAPACITY = GEOPOLITICAL POWER. https://t.co/mIUmWJOAqL
War Validates Obama: Iran Must Be Managed, Not Negotiated
This war has proven Obama's conclusion that the Iran problem must be MANAGED @citrinowicz We have lost 8 years since Netanyahu & Trump threw away the JCPOA We will never get a deal that good now And Hormuz is lost ART OF THE...
Trump’s Oil Exports Could Spike U.S. Gas Prices
I wonder what Trump will do when he realizes that selling U.S. oil overseas raises gas prices here. I assume no one will ever tell him.
India's Jag Vikram First Flagged Vessel Through Hormuz Post Ceasefire
LPG tanker Jag Vikram crosses Strait of Hormuz; first India-flagged vessel to transit after Iran-U.S. ceasefire - https://t.co/OIwmmT9Xpw
Supply Chains Face New Test: Hormuz Free Passage or Toll?
Dating back to the pandemic, the world is again learning of supply chains. But the lessons/takeaways if and when the Strait of Hormuz is opened? As free passage or a toll for Iran.
Longi Launches Global Service Network for Integrated Energy
Longi to build global service network for integrated energy strategy #energysky -- via pv magazine global: https://t.co/HSF7jKS1NI
Reduced Odds Trump Would Enforce Oil Export Ban
Let’s look on the bright side—all else equal, this probably reduced the odds Trump imposed an oil export ban.
Hormuz Crisis: Shipping Stalled, Energy Flows Disrupted
The Strait of Hormuz isn’t “closed.” It’s worse than that. Shipping isn’t returning. Energy flows are broken. Confidence is gone. Dispatch 107 - Hormuz Reality Check, is out now. Exclusive to gCaptain Club Members: https://t.co/k7iXw2TSrB
Iran Conflict Sparks UK Solar Sales Surge
The Iran war is driving a solar boom in the UK. @OctopusEnergy reports solar sales up 54% in March alone. @edfenergy says residential sales are running at double last spring's rate. Every rooftop solar installation is a vote against fossil fuel price...
Energy Self‑sufficiency Shifts Oil Shock Costs to Consumers
We’ve seen this movie before, but not on the same technology. In the 1970s, an oil shock made America poorer overall. Today we’re far more energy self-sufficient, so the big story is less national collapse and more who gets stuck...
Ceasefire Hope Boosts Risk Appetite, Rallies Equities
Week Ahead: Hope Springs Eternal: Hope that the ceasefire will lead to the end of the Middle East war fanned risk appetites in recent days. Equities rallied broadly. May WTI and June Brent fell by nearly 11.5%. The dollar fell...
US Oil Production Doesn't Insulate Against Global Energy Shocks
“Top” is a subset of energy use @Mktsurfer The point is that energy blind people think the US is insulated from oil shocks because we produce a lot of oil. Classic reductionist fallacy. It might be true in isolation but the...
Public Resists Higher Energy Costs for Climate Action
Not surprising: People don’t want to pay higher energy bills to try to curb #climate change. https://t.co/jbJUa11r46 via @NYTimes
Energy Prices Surge, Sparking Crises Across Europe and Developing Nations
This reporting from The Guardian gives us a feel for the growing pressures in Europe as energy prices remain high. The situation is worse in some developing countries, where physical shortages are already occurring. #economy #MiddleEastWar #oil #energy @guardian
Nation Relies on Imported Natural Gas for 95% Electricity
“95% of our electricity generation is from natural gas - piped from neighbouring countries” https://t.co/8xKZtQeeEd
Oil's $100 Benchmark Marks Beginning of Further Gains
The oil markets have seen a 15% correction. However, oil at $100 is the start. It's likely to go higher in the coming years. A must-watch video from @JoshYoung: https://t.co/mq89LrvTON
U.S. Oil Production Increases Vulnerability to Price Shocks
Being a top producer doesn’t insulate the U.S. from oil shocks It amplifies exposure. Oil is priced globally, and the U.S. economy is more oil-intensive than its peers, so higher prices hit harder. Those who think the US is less affected are...
Three Supertankers Mark Record Oil Transit Day
Three supertankers appear to move through the Strait of Hormuz, in what may be the biggest day of oil transits since the start of the Iran war. https://t.co/3lv3KUtjOp
Ceasefire News Drops Oil Futures, Defying Shortage Expectations
There was lots of talk how acute "physical" shortage in the spot market would pull up futures prices of oil. That turned out to be totally wrong. News of a ceasefire pulled down futures, which in turn pulled down spot...
India Adds 44.6 GW Solar, Hits 150 GW Milestone.
India just smashed the 150 GW solar milestone >Added 44.6 GW of solar in 1 year, up 87% y-on-y (that's more than the total installed solar capacity of the UK or Spain) >Global solar leaderboard shifting fast: India now 3rd largest solar...
Energy‑GDP Link Means Hormuz Blockade Threatens Global Economy
Here is what data tells over 50 years of my tracking. Energy and world GDP track perfectly 1:1. Full shock incoming if Hormuz still stays choked. War not only risks global shortages, but exposes the fragility we’ve ignored. More information in the...
Shift Focus From Fossil Replacements to True Decarbonisation
The wrong question is dominating the energy crisis debate. Every interview starts the same: where do we find replacement fossil fuels and what happens to prices? In this BBC interview I push back. This is the moment to talk about escaping fossil fuel...
Germany Mulls €1bn Emergency Gas Reserve for Two‑Week Supply
Good Morning from Germany, which is weighing a strategic natural gas reserve to protect supplies in a worst-case crisis. The proposed emergency reserve would total ~24TWh, equal to ~10% of the country’s gas storage capacity. In the event of a...
US Extends Russian Oil Waiver Amid Iran War Shock
US likely to extend Russian oil waiver to temper Iran war shock, sources say https://t.co/0Xr3HV1riR
US Extends Russian Oil Waiver Amid Iran War Tensions
That says the Trump administration is ready for a deal with Iran, but is Iran ready? Is Netanyahu ready? US likely to extend Russian oil waiver to temper Iran war shock, sources say https://t.co/jMSFlgcOrq
Governments Subsidize Oil for Bottom 70% Starting 27th
Governments around the world are providing subsidies to help mitigate impact of higher energy prices. Such efforts counter recessionary pressures, but to what extent and for how long? Government Launches High Oil Price Support for Bottom 70% Starting 27th https://t.co/EWO71DrdHN
New IDS Enhance SCADA Cybersecurity Protection
New intrusion detection systems boost protection of SCADA systems against cyber threats #energysky -- via pv magazine global: https://t.co/110epGR3u2