Weekly Trade Data Noisy; Rely on Monthly Figures
Reminder: Weekly export/import data is very noisy. Not because of bad data, but more practical reasons. As weekly export data comes in, just remember to revert back to the more robust Monthly data once they are released. https://t.co/2YmazyDDYX
Modular Solar‑Battery‑Hydrogen Nanogrids Replace Diesel Generators
Today on Volts: in difficult places where power needs to be portable & reliable -- think disaster recovery, or forward military bases -- diesel generators have been the standard answer. I talk today with someone making modular, portable, self-contained nanogrids...
Iran's Straight Flush: Dominating the Hormuz Strait
"Iran has no cards"...except for the straight flush it happens to be holding with control of Hormuz
Supply Chain Disruptions Are Permanent, Not Temporary
"Once it's over, things don't go back to normal." The LNG facility in Qatar alone will take 3 to 5 years to rebuild Fertilizer, helium, chip supply chains are all disrupted The strait is a chokehold with no alternative route. This isn't transitory. 🎙️...
Renewables as National Sovereignty: Democrats Must Embrace
I’ve been arguing for a while now that the non-petrostates will shift hard to renewable energy, in the interest of national sovereignty. I think it’s time the Democrats start making the same argument. When is the last time we were in...
PEMEX Confirms Olmeca Refinery Safe After Petcoke Fire
*PEMEX SAYS OLMECA REFINERY IS SAFE, OPERATIONAL AFTER FIRE It was reported to have been a fire in petcoke storage. The number of people I saw being like "CoInCiDenCe?!" smh
Optimism Persists: Overlooked Opportunities in Energy Transition
When it comes to the energy transition I'm a glass half full person. I know: plenty of people would say that's naive. They point to the scale of the challenge. They point to vested interests. They point to hard-to-abate sectors. They're not...
Horm
VIDEO COLUMN (2): The Hormuz question. What's happening in the world's most important oil and LNG chokepoint? Let me explain the situation in the strait, and how its shipping lines (and status) are changing, perhaps for ever. @Opinion #Hormuz #IranWar ...
Futures Can Diverge From Spot Prices Long-Term
While phys/spot crude $ HAS to reflect immediate supply/demand pressures, and the spread to future cargoes needs to reflect scarcity (backwardation) or surplus (contango), futures $ never NEED to converge—and can remain steeply below—to those same levels in the short/medium-term
High Oil Prices Boost Colombian Peso, Brazilian Real
We've now reached the point where commodity exporters in Latin America are up from before the start of the war with Iran. We're getting a ceasefire, but oil prices will stay elevated for a long time. That lifts the ...
Normal Hormuz Traffic Won’t Ease Looming Crisis
weeks away. even if normal traffic resumes through the strait of hormuz today, this won't provide relief.
2026 European Gas Shock Pales Beside 2022 Crisis
CHART OF THE DAY: The European natural gas crisis of 2022 vs the 2026 (so far) mini-shock. The chart starts in July (both for 2021 and 2025) and tracks prices over 2022 and YTD 2026. Of course, full caveat: the Persian...
Gulf Shut‑ins Suggest Negative Prices, Futures Mislead
Here's something to think about and chew on: The mass production shut-ins across the Gulf (~13 MMbpd) imply effectively negative crude prices West of Hormuz—otherwise they could and would still be selling to someone. But futures markets are "implying" (as far as...
Natural Gas Power Surge Cuts Coal, Gasoline, Home Gas Use
This rise in natural gas for power consumption does several things that are economically and/or environmentally beneficial: 1) helps meet new demand from data centers, modern factories, O&G production, etc. 2) reduces gasoline consumption b/c of electric vehicles 3) displaces coal consumption...
Europe Faces Imminent Jet Fuel Shortage, Economic Risk
Europe is running out of jet fuel Shortages loom in weeks if Hormuz stays constrained Diesel is the hemoglobin of the economy so Europe will be on economic life support soon https://t.co/52nJDPZ2vH #Energy #OilMarkets #Aviation #Geopolitics
Iranian Petrochemical Strikes Trigger Structural Industry Break
Your facts are good but your conclusion is elusive @Gaurab What I take from your post is that it wasn't just Iran's petrochemical plants that were hit The attacks compounded recovery problems for a sanctioned, aging industry What happened wasn't just...
Gas and Diesel Prices Rise Despite Trump's Oil Rhetoric
US gas price increase. Trump talks of US oil. So why are gas— and diesel — prices increasing like this?
U.S. Hormuz Setback Signals Shift to Asymmetric Disruption
The U.S. failure to secure Hormuz is a turning point in American hegemony, argues @StevenErlanger Maybe But he frames the outcome as POLICY FAILURE when it’s really a SYSTEM CONSTRAINT The real turning point is the shift from conventional dominance to asymmetric...
OPEC+ Supply Chains Crippled, US Fuels Global Allies
So, the oil and gas infrastructure of major OPEC+ producers in the Gulf and Russia is being blocked, disrupted, and damaged... While China is forced to halt exports of petroleum products, and the US is supplying fuel to satellite countries like...
Russian Tanker’s Hormuz Passage Signals Deepening Russia‑Iran Ties
Russian-Flagged Tanker Transits Hormuz Into Gulf in Rare Passage. Hello. Russia is an ally of Iran. Gave them info about US military. And more. So this transit should be expected. https://t.co/zdwZeZOGDs
Trump Pushes Hormuz Reopening Before US‑Iran Peace Talks
Trump Demands Reopening of Hormuz Ahead of US-Iran Peace Talks. Demands and threats by the two key parties vs resolution. https://t.co/oul6jwCk4x
Natural Gas Buy Day Begins, Seasonal Window Opens April 13
NAT GAS: Buy Day today. It starts a long seasonal window April 13 courtesy MRCI research. https://t.co/Ei34TuCMVk
Control of Hormuz Strait Determines Global Power Balance
Already both the U.S. and Iran are claiming to have won the war and are negotiating about the negotiations. As explained in my recent note, it all comes down to who controls the Strait of Hormuz, which will have big implications...
Gas CPI Component Spikes 21.2%, Biggest Rise Since 1967
Biggest monthly rise in the gas index component of CPI since 1967 - up 21.2%. The fuel oil component is up 30% https://t.co/3U67sTDxMt https://t.co/HDIylsibXc
India Postpones Coal Plant Upkeep Amid LNG Shortage
India is delaying maintenance on its coal power plants because of a gas supply crunch 🇮🇳 ⚠️ India’s LNG imports have dropped because of the war in the Middle East And with hot summer weather coming fast, India needs more coal...
UK Solar Startup Attracts China, US Interest
The British Solar Startup Being Courted by Both China and the U.S. - WSJ https://t.co/sX60BYn0kE
Russian Tanker Heads to Iran as Only Regional Oil Exporter
A Russian VLCC crossed the Strait of Hormuz heading to Kharg Island to load Iranian oil. Here you have a war against Iran and Iran is currently the only country in the region actively exporting oil on a daily basis —...
Discussing Strait of Hormuz on CNN with Laura Coates
My appearance last night on @CNN with @thelauracoates talking about the Strait of Hormuz. https://t.co/8c9CNwMekq
IMF Graphic Reveals Iran War’s Massive LNG Impact
😬Known info but still a stunning #IranWar #LNG graphic via the IMF's wider analysis of the war's impact. Link in next post. https://t.co/KokCb7gPBa
Novorossiysk Port Partially Restarts Oil Shipments After Drone Attack
April 10 (Reuters) - Russia's Black Sea port of Novorossiysk partially resumed oil and fuel loadings from its Sheskharis terminal late on Thursday after this week's suspension following a drone attack, said two sources familiar with the port's operations.
Higher Crude Delivery Costs Keep $4 Gasoline Persistent
"$4 gasoline looks like it’s here to stay" (for a while, at least) https://t.co/J5FTsSS3ko "The more refiners have to pay for crude deliveries, the more they have to charge for fuel, even if contracts for future oil shipments are cheap by...
Iran’s Pipeline Strike Turns Chokepoint Into Pricing Leverage
Iran didn’t just hit barrels—it hit the workaround. ~700K bpd knocked out of the Saudi bypass pipeline and ~600K bpd off production Both flow and supply are under pressure. That’s how chokepoints turn into pricing power. https://t.co/8MpkdDc8Q3 #Oil #Energy #Hormuz
France Offers Ultra‑Cheap 360kW Charging via Lidl App
France = Winning 360kW charging from € 0,29/kWh Caution: this is not an adhoc price, you need the LIDL app to unlock this, which makes the sign, illegal perhaps?! :D #AFIR #alwaysbecharging #fairadhoc #now 🇫🇷🇫🇷🇫🇷 ⚡️⚡️⚡️ #alwaysbecharging photographer: @weelyke https://t.co/EuDNxvBvld
European Gas and Power Prices Slide to One-Month Lows
European wholesale natural gas (TTF) and power prices (Germany) are heading toward a 1-month low. The German 1-year forward electricity contract is now at the same level it was back in November. Meanwhile, TTF gas is at the level it...
Iran Ceasefire Won't Solve Global Energy Crisis
@Rory_Johnston explains why the Iran ceasefire hasn't ended the global energy crisis, and what likely comes next on Shift Key with @robinsonmeyer. https://t.co/XDyvPxc4wn
CBAM Targets Half of EU ETS Emissions
CBAM currently applies to sectors such as cement, steel, aluminium, fertilizers, electricity, hydrogen, and certain intermediate products. Together, these sectors account for approximately 50% of emissions covered under the EU Emissions Trading System https://t.co/qKRttXlmeE
Forties Crude Hits Record $147, Supply Squeeze Persists
NORTH SEA FORTIES crude prices closed at a record $147 per barrel on April 9. Forties is one of the principal streams in the Brent complex and prices have doubled since before the war between the United States and Iran...
Australian Miner Proves Renewables Boost Profit and Planet
No "net zero" fluff: Giant Australian mining group proving that Real Zero is better for planet and profits >24-hour renewables operations by 2027 >100% fossil-fuel-free mining by 2030 >1.2GW solar + 600MW wind + 5GWh BESS >Electrified rail & 800+ haul trucks >$100m saved/ year If...
Australia Steps in to Fill Singapore's LNG Gap
An example of how Australia is using its LNG cloud to secure fuel 👇 Singapore guaranteed fuel supplies, like diesel, to Australia during leaders summit Qatar was Singapore's top LNG supplier, but those shipments have stopped due to the war. Australia can...
Iran Now Controls Hormuz, Disaster Looming
Hate to beat a dead horse but Iran didn’t control Hormuz on February 27 but they do now. This is a disaster of epic proportions with no apparent end in sight and the worst effects yet to come
Oil Shock Exposes Fragile Global Fiscal Buffers, Says IMF Chief
IMF chief says the oil shock tests a world with little fiscal buffer https://t.co/AVPFNRJb5I via @jdorosario https://t.co/bV6T4JCGWB
Order Book Swells with ₹3.8 Bn New Contracts
Order Book Strength: This win adds to an already robust order book. Earlier in 2026, the company secured major contracts including a ₹710 crore O&M deal from the Adani Group and a massive ₹3,126 crore battery storage project.
President Claims Load Shedding Ended, Urges CAB3 Support
President @edmnangagwa DELIVERED, that’s why LOADSHEDDING is gone… and that’s why you should all support CAB3 for more development… There are lots of power generation projects in the pipeline, it will get better and better..:
Fossil Fuels Must End: They Threaten All Life
A GENTLE REMINDER: we are trying to eliminate fossil fuels because using them kills us. If fossil fuels were cheap (they're not) or reliable (they're SO NOT), it would still be urgent to get rid of them because their intended...
Libya’s Oil Steady, Prices Surge, Dinar Jumps 27%
Since the start of the US-Israeli war on Iran, Libya's oil production has stabilized at ~1.3 million barrels/day and the price has SOARED. As night follows day, the Libyan dinar APPRECIATED by 27% vs. the USD. https://t.co/5PPdIEUYSV
World's Largest Sand‑Based Heat Battery to Decarbonise Finland
Heat batteries are a game changer for decarbonising heat. Polar Night Energy and Lahti Energia Oy have partnered to construct what is expected to become the world’s largest sand-based thermal energy storage system, to be built in Vääksy, Finland. https://t.co/vDUn27Tawr https://t.co/sm8e5BJTH9
Oil Prices Jump $1 as Hormuz Traffic Stalls
Oil Prices Rise $1 Amid Strait of Hormuz Disruption Both Brent and WTI crude oil prices advanced by $1 per barrel as traffic through the critical Strait of Hormuz shipping route remains nearly halted, impacting global oil supply chains.
Goldman: 10% Gas Price Rise Boosts Inflation
Goldman on what a 10% increase in natural gas prices means for inflation > https://t.co/RDkqRBzqV2
Hidden Crisis Fuels Surge in Electricity Disconnections
SwitchedOn podcast: The hidden crisis behind rising electricity disconnections #energysky -- via Renew Economy: https://t.co/SvVBNaGktI https://t.co/9L0MWHePDX
Novar Secures 100MW German Solar Plant, Plans 160MWh BESS
Novar acquires 100MW solar PV plant in Germany, potential to co-locate 160MWh BESS #energysky -- via pv-tech: https://t.co/GHlBIGMACG