US Crude Exports Rise to 5 Mbpd, Still 8 Mbpd Short
What about the US adding to exports? It rose to 5m/barrels day from 4 last year and 3m/barrel in 2022. Obvs seems we are still short 8m/barrel a day... https://t.co/SkCnXO0dU9
Middle East Energy Shock Ends China’s Deflation, Prices Rise
Middle East Energy Shock Snaps China’s Deflationary Streak—Factory-gate prices rise in China for the first time in over three years @hannahmiao_ https://t.co/8yOC6VYhc5 https://t.co/8yOC6VYhc5
Solar Installations Hit Record 511 GW in 2025
Global solar additions reached record 511 GW in 2025, says IRENA #energysky -- via pv magazine global: https://t.co/BJMTpVICbK https://t.co/Kcl63i6Zgk
Trump Claims Oil Will Flow Quickly, with or without Iran
Oil will start flowing "very quickly" with or without the help of Iran, says Trump. Surely, that means within the ceasefire period? If yes, it has to be WITH the help of Iran. https://t.co/zTuohSKNV8
Data Center Owners Will Face Reality when Grid Fails
Shocking that these are the folks educating the folks spending $1Trillion on how the power grid works. They are going to have rude awakening when their data centers don’t work.
VLCCs Pay $1/Barrel in Rials or Crypto After IRGC Permit
Wow, so apparently every VLCC going through the Strait of Hormuz has been paying "$1 per barrel, and that can be done in the local currency, rials, or cryptocurrency, but only after the vessel has received a permit from the...
Renewables Shift, Not Eliminate, Energy Risk
Renewables don’t solve oil shocks, says @JasonBordoff They rewire the dependencies. Less oil means more minerals—and supply chains that run through China. And the economy's heavy lifting—mining & global transport—runs on fossil fuels not electricity You don't escape energy risk
Large‑format LFP Cells Exceed 314 Ah for BESS
Beyond 314Ah: A comparison of large-format LFP battery cells for BESS #energysky -- via Energy Storage News: https://t.co/xSvqIcKWYL
LNG Rerouted to Brazil as Highest Bidder Wins
LNG is going to the highest bidder. This carrier is diverted form Europe to Brazil Map form @Kpler
Saudi Arabia Holds 31 Million Barrels on Western Coast
As of today, Saudi Arabia has 31 mb of crude in storage on its Western cost. (Kpler data)
Australia Must Prioritize Renewables and EVs over Drilling
“We just need more:” Why Australia should double down on renewables and EVs – not drill, baby, drill #energysky -- via Renew Economy: https://t.co/umRGwu0nbC https://t.co/EUoR3vOE1H
Symmetrical 2D Perovskite Promises Higher Tandem Solar Efficiency
How a 'perfectly symmetrical' #2D perovskite could boost tandem solar cells by Rice University @TechXplore_com Learn more: https://t.co/bf6MEhrF2q #EmergingTech #Innovation #Tech #Technology https://t.co/yTxsTf0iAD
Europe's Solar Boom Creates Unexpected Market Challenges
Why European solar has been ‘a victim of its own success’ #energysky -- via pv-tech: https://t.co/cdDdx6MBzc
Supply Chains Are Frontline in Energy Infrastructure
Aspen Aerogel is a manufacturer of products used in energy infrastructure Refining/petrochemicals, LNG, power plants, district energy, subsea pipelines, and offshore platforms. Supply chains are the front lines
Pexapark Records over 1 GWh of European Storage PPAs in March
Pexapark logs more than 1 GWh of European storage PPAs in March #energysky -- via pv magazine global: https://t.co/Ad4PcfERJB
Oil Climbs Despite Unchanged Hormuz Traffic After Ceasefire
JUST IN: Oil prices are climbing as the U.S.-Iran ceasefire hasn't increased traffic through the Strait of Hormuz.
Trump Urges Iran to Halt Hormuz Tanker Fees Now
JUST IN: Trump warns Iran to stop the reported fees on tankers in the Hormuz Strait immediately.
Australia Must Accelerate Nationwide Electrification Immediately
Australia needs to rapidly electrify as much as possible, as fast as possible #energysky -- via Renew Economy: https://t.co/qNqyFqU0Ro https://t.co/FaRroycDWc
Iran Faces Choice: Enforce Tribute or Attack Nearby Tankers
The problem for Iran here is someone is going to call their bluff at some point and just sail a ship through without paying the tribute, and then Iran is going to have to decide if it actually wants to...
Iran Ceasefire Fails to Resolve Global Energy Crisis
Transcript: Why the Iran Ceasefire Hasn’t Ended the Energy Crisis #energysky -- via Heatmap News https://t.co/sluQiwQVIV https://t.co/t7iThH7NMU
Peak Oil Makes Conflict Over Cheap Fuel Inevitable
It is not good to have your cities built around a substance that is dependent on the Middle East not having wars Global oil has peaked. Now all we can do is fight over less and less available cheap oil, and...
Trump Accuses Iran of Breaching Hormuz Oil Transit Pact
JUST IN: Trump calls out Iran for failing to honor its oil transit deal through the Strait of Hormuz.
Oil Execs Resist White House Talks on Iranian Hormuz Toll
JUST IN: Oil execs are pushing back on White House talks that could let Iran impose tolls on Strait of Hormuz shipments, threatening oil costs.
Eskom Extends Waiver on Small-Scale Solar Registration Fees
South Africa’s Eskom extends small-scale solar registration fee waiver #energysky -- via pv magazine global: https://t.co/Bk45hodJ1g
Trump's Flip‑flopping on Iran's Hormuz Toll Deal
One of my favourite things about Iran’s Hormuz tolls aspirations is that Trump can’t decide where he stands on the issue. Some days he couldn’t care less, other days like today he claims it’s a dealbreaker, yesterday he was musing about...
Record Prompt Backwardation Drives Extreme Spot Premiums
The vast majority of the “dislocation between physical and paper barrels” is very simply extreme backwardation, meaning the steep premiums for spot deliverable barrels (as BBG referred to them today, ASAP barrels) relative to later-dated cargoes. Crude futures curves have...
Iran's 15 Attacks in 12 Days Cripple Oil, LNG Flows
15 attacks in 12 days by Iran disrupted global oil and LNG flows #OilMarkets #Energy #Shipping #Geopolitics #Hormuz https://t.co/ocx5vrbgxM
Transgrid Selects 2 GW Battery Capacity for NSW Grid
Australia’s Transgrid shortlists 2 GW of batteries for NSW grid #energysky -- via pv magazine global: https://t.co/jdM3VsF3AJ
Abandoned Wells Release Methane 1,000× More than Believed
Non-producing oil and gas wells emit microbial methane at rates approximately 1,000 times higher than previously estimated, highlighting a significant and underrecognized source of greenhouse gas emissions. methane
Boost Clean Energy, Not Consumption Restrictions
Amen. The way to address climate or energy is not to police consumption, but rather to increase clean energy abundance.
High-Power Chargers Target Heavy Trucks Outside China
Correct take. Outside of China, anyway. We will build chargers at this power output, but they'll be used primarily for heavy trucks.
Hidden $28 Brent Spread Signals Market Danger
The S&P 500 just posted its 7th straight gain. The Dow turned positive for 2026. Everyone is celebrating the ceasefire. But there's a number hiding in plain sight that should terrify you: physical Brent crude is trading at $124.50 while...
Energy ETF Rebounds, Narrowing Gap with SPY
$XLE vs. $SPY - Good to see energy giving back some relative performance.... Wrote a little bit about this two weeks ago if you missed it. https://t.co/p4Mh0JYSAb
Regulation Crucial: EV Adoption Skyrockets, Otherwise Stagnates
There are only two certainties in life: death and Lomborg spinning anything into anti renewables propaganda. But the EIA has a track record of ridiculously underestimating EVs (which Lomborg knows and which is why he retweets them and not others). Let...
Trump Repeatedly Pledges Uninterrupted U.S. Oil Flow
🗓️ Trump on April 9th: "... Very soon, crude will beging moving..." 🗓️ Trump on March 3rd: "... No matter what, the United States will ensure the free flow of energy..."
EU-India Deal Boosts Energy Storage Innovation
EU-India trade agreement will propel innovation in energy storage #energysky -- via Energy Storage News: https://t.co/hKN4tIMp0E
Colorado PUC Formalizes Xcel Energy Environmental Justice Settlement
Colorado PUC decision codifies environmental justice advocates’ settlement with Xcel Energy #energysky -- via pv magazine usa: https://t.co/m00RA75RuX
AES Abandons San Diego Battery Project Amid Local Opposition
AES pulls out of San Diego area battery project after local opposition #energysky -- via Canary Media: https://t.co/gaxfAy1ZM1
Live Talk: Iran War Ceasefire's Impact on Oil
Sitting down with @notthreadguy for a live conversation about the Iran War, the "ceasefire", and what it all means for oil. Starting now, tune in!
Toronto's Small Share Raises Questions on Cost, Impact
Interestingly, this throws a massive dart at Toronto's proposal. The Toronto CMA is about 1/5th of Canada's population, so it does make one wonder how much Toronto's program is going to cost and/or how little it will be able to...
Physical Brent Market Stays Robust; Prompt Oil Premiums Soar
The physical Brent market remains very, very strong, even if Dated Brent has come off from its all-time high reached on Tuesday (down around $15). Physical premia for prompt oil (or as my colleague @AlaricN calls it: “ASAP barrels”) are...
New UNSW Study: Next‑Gen Solar Modules May Degrade Faster
Next-generation solar modules could degrade faster than expected, new UNSW research warns #energysky -- via pv-tech: https://t.co/9MN0k0o50k
1970s Shah Warned of Oil Stakes in Hormuz
In the 1970s, the Shah of Iran, Mohammad Reza Pahlavi, the father of @PahlaviReza, spoke about the Strait of Hormuz…. He was a strong ally of the United States until he was overthrown in 1979 by Ayatollah Khomeini… In this...
Emerging Markets Leapfrog Oil, Embrace Energy Tech
Emerging Markets are Leapfrogging Oil and Gas ...just like the Global South leapfrogged landline phones and rapidly adopted cellular at scale. With @KingsmillBond of ember_energy. #uspoli #cdnpoli https://markhamhislop.substack.com/p/emerging-market-are-leapfrogging
BMW Targets 2028 for iX5 Hydrogen, Viability Still Unclear
BMW says its iX5 Hydrogen will go into production in 2028, but is there really still life in hydrogen cars? https://t.co/5AFoYPMuyO
Iran's Illegal Strait of Hormuz Hold Undermines U.S. Force
"Continuing Crisis in Strait of Hormuz: Why Iran’s Hold is Illegal and U.S. Military Force Alone Fails" https://t.co/h8YXNFL0Qe
Messy Hormuz Reopening Fuels Shipowners' Profit Surge
The more "messy"/"inefficient" the re-opening of the Strait of Hormuz is, the higher shipowners' profits are 🇮🇷🛢️🚢 @ed_fin on "Persian Gulf Traffic Jam" as tanker bull case: Apple🔊https://t.co/qUjYx8adg2 Spotify📽️https://t.co/07NUjj4n74 1/2 https://t.co/yWohqK1at9
Attacks Shut Down Key Saudi Energy Facilities, One Killed
🟥🟥🟥Official Source at the Ministry of Energy: Operational Activities Halted at Several Energy Facilities in the Kingdom due to Recent Attacks https://t.co/YhaVlatjkT Riyadh, April 9, 2026, SPA -- An official source at the Ministry of Energy stated that important energy facilities in...
Earnings Shield Markets Amid Major Oil Shock History
The analog chart below shows the major oil events since the 1970’s. The green line (1990 Gulf War) remains the best-case scenario, namely a short war that produces a full roundtrip in crude oil. Even by 1990 standards, the stock market...
Iran's 15‑ship Limit Won't Mean 15 VLCCs
I'm not sure who needs to hear this but Iran's 15-ship daily limit isn't going to be 15 VLCCs each laden with 2 million barrels of oil.