Energy Disruptions Accelerate Canada's Electrification Shift
Pay Attention, Canada: Electrification Surge Reshaping Global Energy Future Thus far, Canadian leaders are taking the wrong lessons from the Iran war. Energy system disruption = faster energy transition to electrification. https://youtu.be/wevqzdFPCMQ
Fervo Energy Secures Major Turbine Deal for Next‑Gen Geothermal
Fervo Energy inks big turbine deal to build more next-gen geothermal #energysky -- via Canary Media: https://t.co/2db2ArIrcM
Oil Prices Near Double, WTI Hits $112, Brent $109
Crude oil finished the week at $112 (WTI) and $109 (Brent), making the current oil shock almost a double. https://t.co/7EKQWyQ7zM
Oil at $115, Backwardation Rises Amid Strait Uncertainty
Crude oil is now trading at $115 (as of Sunday night) while the forward curve has gotten even more backwardated. It’s unclear to me whether the backwardation is a manifestation of optimism over the Strait re-opening or the mechanics of...
Europe Faces Fuel Shortage After Hormuz Shipment Ends
So tomorrow Europe gets its last shipment of oil from the Strait of Hormuz. Based on that timing, if the Strait were to open tomorrow Europe's next oil shipment would come at the end of May. Reports are circulating that...
MOL Delays Hormuz Transits Until Security Clarified
MOL Awaits Safety Clarity Before Resuming Hormuz Transits, CEO Says. When will there be maritime security? What will it look like? https://t.co/iQtmyR7uY2
Tracker PV Arrays Degrade Faster From UV than Fixed‑tilt
UNSW study finds tracker-based PV systems experience higher UV degradation than fixed-tilt arrays #energysky -- via pv magazine global: https://t.co/5RRbnGXRM0 https://t.co/WmJ664hZBv
EU Warns as Nations Grapple with Soaring Energy Costs
EU sounds the warning bell as countries face soaring energy prices https://t.co/c7S4lxI7D8 via @suzannelynch1 https://t.co/rMfXvLzmAu
Most Solar Projects Get State Approval in Under Year
UMass study finds states approve most solar projects in under 1 year #energysky -- via Solar Power World: https://t.co/XWhvWAXTye
Solar Trackers Boost Output, Might Shorten Panel Lifespan
Solar trackers have changed the game for PV generation. But are they cutting panel life short? #energysky -- via Renew Economy: https://t.co/g4uWC9JG79 https://t.co/RvthFUcqSx
Oil Demand Must Plunge 11.5 Mmb/D, Risking Economy
Oil demand has to fall, writes @ericnuttall. Put a number on it: ~11.5 mmb/d. Let that sink in. There is no path to that kind of demand destruction without severe economic damage. No escape hatch. Stop buying the rumor. https://t.co/tQOLjUrEEQ
Energy Market Outlook Shared with Harvard Future Leaders
A great pleasure to speak with future leaders at Harvard Kennedy School @Kennedy_School on the current state of energy markets and what it means for the longer-term outlook. Many thanks to @OSullivanMeghan for the invitation https://t.co/ycBiqaKtEE
Oil Supply Becomes Fragile, Disruption Now Easy
Oil isn’t just scarce—it’s fragile. Cheap drones, missiles, and even fear can choke global supply. Disruption is no longer hard—it’s easy. This is a shift toward a more fragmented, insecure energy order. https://t.co/7xfbU20QFT #OilMarkets #Energy #Geopolitics
US Adds 26.6 GW Solar, Renewables Dominate 2025
US adds 26.6 GW of solar in 2025 as renewables dominate #energysky -- via pv magazine global: https://t.co/uCN0ChKG5d
Iran Ceasefire Sends Prediction Markets Into Turmoil
"contract resolved to "yes" following Tuesday evening's announcements, but its outcome has since been changed to "disputed" given continued disruptions to Hormuz Strait shipments and enduring hostilities" Iran Ceasefire Wreaks Havoc on Prediction Markets https://t.co/uv56XlWTW9
Strong Climate Champions Crucial for Clean Energy Policy
Bill McKibben highlights the need for strong climate and renewable energy champions in this terrific article on the CA and NY governors races and how GWP20 v GWP100 plays into it Clean energy needs actual champions https://substack.com/redirect/a647db33-72bf-4a23-aafb-bbbb61eef92b
Trump and Netanyahu Cede Hormuz, Making Iran Toll Road
Trump and Netanyahu have handed Iran the strategic high ground –– the control of the Strait of Hormuz. As I told @SeanPmathews: “The Strait of Hormuz was a freeway. Now it’s an Iranian toll road.” https://t.co/dGLBi5V6KE
Oil Volatility Soars as US‑Iran Ceasefire Uncertain
Volatility remains exceptionally elevated for oil today. Back and forth in the headlines around whether the ceasefire will hold between US-Iran. The 10-day ATR has 'settled' at 9% - which very volatile. The US-Brent spread is still positive - which is...
Wind‑Water‑Solar Combo Powers Record Demand, Cuts Gas
This is why we use a combo of WindWaterSolar Wind breaks new CAISO output record - when it is needed - at night - at 10:40 PM on 4/8: 6.699 GW Ignoring batteries, WWS also met the highest % of 24-h demand...
US Natural Gas Prices Drop to 18‑Month Low
In the middle of what some have described as the worst energy crisis ever (worst than 1973+1979+2022 combined), let me tell you that US natural gas prices are falling toward a 18-month low of $2.6 per mBtu. (And yes, North...
Empowering Nigerian Women and Youth with Clean Energy
Bringing Clean Energy Opportunities to Women and Youth in Nigerian Agriculture #energysky -- via RMI https://t.co/hRzMrMeISf
Trump's Tax Rollback Fuels Surge in Oil Tanker Orders
Massive surge in new oil tanker orders. And no, this isn’t just about the Iran war. The big reason is that Trump and @michaelgwaltz flattened @IMOSecGen’s UN/IMO carbon tax push last year. Remove the green choke collar and capital starts moving again. Of...
JPMorgan Backs Carbon Removal Startup that Also Prevents Wildfires
Exclusive: @jpmorgan strikes carbon removal deal with startup Graphyte @CarbonCasting that doubles as wildfire prevention https://t.co/MCp67lxMCt via @axios
AI Boosts Sustainable Energy Through Policy, Infrastructure, Clean Power
AI can drive sustainable energy management. Leaders highlight that it needs three things: efficiency-focused policies, energy-efficient infrastructure, and cleaner electricity. Tech can secure energy and boost sustainability. https://t.co/jmV7eLsSHS
Midea Launches PV‑compatible Indoor Heat Pump for Tight Homes
Midea unveils PV-compatible indoor heat pump for space-constrained residential applications #energysky -- via pv magazine global: https://t.co/APeN9HA8jx
South Australia Launches First‑ever Renewable Tender Under New Law
South Australia opens tender for large-scale renewables under Australian-first legislation #energysky -- via pv-tech: https://t.co/zUfY2iuDw8
Brazil Hikes Ethanol Blend; Argentina Lifts Corn Forecast
In case you missed it, some pertinent news came out of South America Wednesday afternoon. 🇧🇷Brazil wants to raise ethanol's mix in gasoline to 32% from 30% by the end of June 🇦🇷Argentina's Rosario exchange raised the 25/26 corn crop to 67...
Japan's Oil Outlook Improves, but SPR Usage Persists
Japan updates on its oil situation (And it looks better that I had expected; but note that the country is signalling continues use of its SPR)
US Urges NATO to Guard Hormuz—Absurd Like Piloting Passengers
The U.S. is pushing NATO to secure Hormuz ABSURD Imagine the pilot announcing mid-flight: There's a serious problem with the plane. Any passengers want to drive? https://t.co/4VFEiDtunB
Mexico's Climate‑scientist President Backs Controversial Shale Gas
Mexico President Claudia Sheinbaum, a climate scientist by training, makes a policy U-turn, now backing the development of shale gas deposits in her country (which means fracking, even if she avoided using that word — a taboo in Mexico —...
Eight‑hour Pumped Hydro Moves Forward to Replace Aging Coal Plant
Fresh progress for eight-hour pumped hydro project proposed to help replace ageing coal plant #energysky -- via Renew Economy: https://t.co/QCSyyGtDkm https://t.co/FMGxaGZUP7
Iran's Hormuz Grip Threatens Gulf Oil Flow
Gulf states denounce Iranian control of Hormuz What are they going to do about it? Helima Croft nails it: "Iran potentially having a vote on nearly every barrel that exits the waterway until Gulf countries can build more alternative access routes" Any...
WTI Prices Surge as Inventory Signals Supply Urgency
WTI comparative inventory reflected supply urgency over fundamentals CI increased 0.5 mmb and price rose $11.38 week ending April 3 $105.67 was far above any previous yield curve marginal price for current C.I. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
Elevated Oil Prices Trigger Lagging Earnings Downgrades
Oil price impacts are likely to start showing up in negative earnings revisions this month. History suggests elevated oil prices have a lagged impact on fundamental conditions, and as long as oil prices remain somewhat elevated, downward revisions may remain...
New Jersey Lifts Nuclear Moratorium, Second State This Year
New Jersey becomes second state this year to lift its nuclear moratorium #energysky -- via Canary Media: https://t.co/eABgxl3NFI
Oil Market Frenzy Drains 80% of Emergency Reserves
"Oil Chaos Is Clearest in the Hunt for ASAP Barrels" https://t.co/txxSCuq97g "314 million barrels have been removed from the market already — almost 80% of the record release of emergency reserves announced by the International Energy Agency in March." https://t.co/KUX2MZYcbM
Renewable Energy Boom Tied to Chinese Supply Chains
As countries turn to renewable sources to bolster their energy security, a lot of that equipment will come from China. https://t.co/dUqNCMJTGA
South Africa Diesel Prices Set to Jump R12/L
Get your medication, boys and girls. In South Africa, early projections (as of early April) suggest that diesel could rise by roughly R12+ per litre in May. This is partly due to the under-recovery + the expiry of the temporary...
ASAP Oil Prices Surge to Record Highs
Very good short note from my colleague @alexlongley1 about why the price of what he rightly calls "ASAP" oil barrels is going throughout the roof https://t.co/6dpWmdpJlG
Conflict Outcomes Remain Uncertain, Like Schr
Given "Schroedinger's ceasefire" and "Schroedinger's Hormuz re-opening", thought this was a potentially instructive chart from @johnauthers, via @Bloomberg. #HistoryRhymes https://t.co/86srIVeKMI
US Resilience Boosted by Production Growth Under Democrats
Although the US is more resilient to that wreckage thanks to all the production growth under Dems 😉. https://t.co/mUHIZNuu7k Cc @ArjunNMurti https://t.co/7no2J0yhvx
Dynamic Line Ratings Adopted by 20 Nations, Outpacing Grant Debates
We invented dynamic line ratings. Shipped it to the UK. Then Belgium. Brazil. India. Now 20 countries are using US tech to get more out of their grid while we debate $500M grants @Energy. Lets do better. https://t.co/NtmzFLRY18
Markets Care About Oil, Not Iran's Political Outcome
Regarding Iran, the market's primary concern is oil prices. Whether we "win", " lose", or fail to meet our objectives has little to no relevance for the market.
Oil Plumm
Oil had its 2nd largest drop in 35 years. Just a few days after Binance listed its oil futures - with 100X leverage. Yeah, that Binance - the money-laundering crypto founder who was pardoned by Trump. Then 6 million barrels of Brent and...
China Aims to Peak Coal Amid Political Hurdles
Amid all that's going on in energy markets, is China still trying to peak coal or is coal going to boom again? I believe it's the former and for real this time. But progress toward the peak isn't linear because...
Data Centers to Consume 220% More Power by 2030
Goldman Sachs "now projects global power demand from data centers to grow 220% by 2030 relative to 2023 levels, up from 175% previously."
Oil Soars 42% While US Stocks Slip 1%
This is nuts... oil +42% since the war began, and US stocks have plunged all of 1% @soberlook https://t.co/EGLX7QmA3x Nasdaq, small caps UNCH https://t.co/8xxFActnDf
Reopening Hormuz Likely Messy, Iran Controls Every Barrel
RBC Capital Markets' @CroftHelima and co: "[W]e think the mechanics of reopening the Strait will be exceedingly messy, with Iran potentially having a vote on nearly every barrel that exits the waterway until Gulf countries can build more alternative access...
ADNOC CEO Says Strait of Hormuz Remains Secure
Sultan Al Jaber, the CEO of Adnoc, on the state of the Strait of Hormuz https://t.co/HM7Jf6Ut4i
Half-Time Talk: 30‑Minute Energy Markets Deep Dive
Watch it... 30 m Energy Markets Series: Half-Time Talk Weekly Feature Interview https://t.co/4BaDrEsEe8 via @YouTube