Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
“… Energy prices are going down […] you don’t have to believe me, look at the futures market…” — White House top economic adviser Kevin Hassett https://t.co/RCHUpjLhW2
Louisiana projected to add 12 GW of utility-scale solar by 2035 #energysky -- via pv magazine usa: https://t.co/iJc4Dml2fD
HASSETT: "You don't have to believe me, just look at the futures markets, which trade future contracts on these things--and they're way back headed towards normal by the fall and certainly into the summer" https://t.co/MJNzrqID5k
U.S. solar module prices face upward pressure as trade risks and FEOC rules dominate Q1 2026 #energysky -- via pv magazine usa: https://t.co/oHCu7Y0TZp https://t.co/iQ0cvynnK7
Trump allowed Hormuz disruption for strategic reasons, suggests @DrJStrategy That's a crock of shit idea. I doubt Trump knows how to play chess much less 4D chess. He may be using Hormuz’s closure—and his inability to fix it—to pressure allies into solidarity. #Geopolitics...
Italy extends Iran war fuel-tax cut at the cost of €500 million https://t.co/7xt4Nt9sDu via @donatopmancini https://t.co/Pgpw2aMYNs
Even a former Iranian VP says: Keep fighting & everyone loses He proposes: Iran limits its nuclear program & reopens Hormuz Full sanctions relief U.S. non-aggression pact. https://t.co/bbE9D1Zj4d #Iran #Geopolitics #Oil #EnergyCrisis
BIG: BlackRock CEO Larry Fink warns that oil prices reaching $150 could trigger a global recession https://t.co/0zsMPxObej
White House top economic adviser Kevin Hassett says the oil futures market agrees Iran is a short-term disruption. Apparently he means the shape of the oil futures curve, which is massively backwardated (or inverted, if you prefer that terminology). Now, who’s...
This is where Fermi wants to build 10+ GW of power? Feels like there will be a transmission issue, no? https://t.co/AKAjMOW0jy
Great. Trump. US will reopen Strait of Hormuz. How long is “a little more time”?
Now pumping fuel at Malaysia felt like a VIP. Subsidy price, no queue and always got petrol. ⛽️
Whatever objections Europe has to helping open up the Strait of Hormuz, it's a matter of urgent self-interest to help sort this situation out. On a similar time scale to 2022 after Russia invaded Ukraine, European natural gas prices are...
The discount on the Brent future expiring in June to the spot Brent oil price is up to 22%. There's acute shortage of oil in the spot market, while futures markets think the war ends soon. This decoupling isn't unprecedented....
Ideas Dinner Manhattan: Strait of Hormuz, how to replace 21M bpd oil?? Existing bypass pipelines (Saudi 7M + UAE 1.8M) cover 40-45%. Full replacement? 10–20+ yrs, $40B+, geopolitically brutal, not realistic. Next 5 yrs: expansions might hit 55–65% max. https://t.co/eTeUaAMFgS
Remember, the energy shock in the US is primarily about price. Elsewhere in much of the world, quantity is also a real concern. Indeed, you only need to look at the ongoing policy and household/corporate adaptations in an increasing number of...
Lots of people say the disconnect between spot and futures prices in oil means markets are broken. No! Spot Brent at $140 (white) is above the June future (yellow) because markets think the war ends soon and tanker traffic comes...
Today's pod: WHY CHINA IS WINNING THE IRAN WAR Energy crises tend to have strange ripple effects. The 1970s oil crises contributed to (among many other things): - stagflation, the demise of the New Deal order in America, & the ensuing...
The Strait of Hormuz is a fossil fuel tinderbox, but Pakistan is busy winning the real war. 50GW of solar imported so far by the people - not the bureaucrats. That’s $120b in fuel costs SAVED over the panels' life Energy...
Oil experts are an interesting breed of people. They are sorta like gold bugs. For long periods they sit in a distant corner of the financial markets. We pass by their desks and they nod at us...
Despite the surge in oil prices on Thursday, retail diesel only went up $.06/gallon overnight to $5.48/gallon. This will cost truckers $.01/mile more for fuel. Interestingly, the rack price (wholesale price for diesel) has actually dropped over the past ten...
In any oil shock, the most politically charged part of the barrel is gasoline. Ironically in this crisis, gasoline is the least affected. (That doesn’t reduce the economic impact of sky high oil prices via diesel, jet fuel and fuel oil....
👀👀 Ed Miliband to approve first major North Sea gasfield project in decade - The Times and The Sunday Times https://t.co/mlTg7cGitF
Not sure why people are criticizing the government so much over the petrol price, but the truth is that petrol prices haven’t just increased in Pakistan—they’ve risen globally. Prices in the international market have gone from around $65 to $120,...
Iran targeted more sites in Arab Gulf states overnight and into Friday ⚠️ 🇰🇼 A drone attack caused a fire at Kuwait’s Mina Al Ahmadi oil refinery 🇦🇪 Abu Dhabi suspended operations at its Habshan gas facilities 🇸🇦 Saudi Arabia said it...
The govt sets price ceilings here…. It’s not the govt’s fuel, it’s owned by private companies… if you think you can sell at a lower price, no one will stop you… The price set by govt is the MAXIMUM that...
Goldman>The gap between dated Brent-the cornerstone of the global physical oil market and the reference point for many crude purchases by global refineries-and the near-dated Brent futures-which shifted from the May to the June contract...
Exclusive: Russia's Primorsk oil terminal lost 40% of storage to drone attacks, satellite images show https://t.co/zqKHubcFrw
MOSCOW, April 2 (Reuters) - Kremlin aide Yuri Ushakov said on Thursday that the Strait of Hormuz was open for Russia.
The tankers are not going to Oman @ryan_czm They are owned by groups from or linked to Oman. I wanted to understand who was willing to take this risk.
Japan’s Osaka Gas is considering to invest in *five* US gas-fired power plants 🇺🇸 ⚡️ This could be a pretty profitable bet. US gas is cheap and the AI boom is slated to boost power demand Gas can provide around-the-clock electricity data...
The US is a net importer of crude oil. It consumes more crude oil than it produces, it doesn't have crude oil to sell to the world. https://t.co/OuDErnkSc9
Austria deploys 1.63 GW of solar in 2025 #energysky -- via pv magazine global: https://t.co/V6RpszBQVH
Qcells rolls out leasing-led solar platform for US residential sector #energysky -- via pv-tech: https://t.co/mRqH87tM2B
A 7–11% loss of oil supply is beyond what the global economy can absorb, says @LukeGromen It’s not a recession risk—it’s systemic failure. The only uncertainty is where the break shows up first, not whether it happens.
Romanian investment platform looks to open up BESS project financing to retail investors #energysky -- via Energy Storage News: https://t.co/FYd9JLWdC7
UK BESS ROUNDUP: SSE commissions 300MWh unit, Matrix, Drax and Voltaria progress projects #energysky -- via Energy Storage News: https://t.co/2Cf4KJGzIG
🇮🇳While the media highlighted India's first Iranian oil shipment in recent years, Kpler tracking now shows the vessel has been redirected to China. Will get an update tomorrow. Map form @Kpler
The Mad Scramble to Power AI Is Rewiring the US Grid by @EddyTheGent https://t.co/h1WvxqsuTM https://t.co/CAErhttqjD
German pilot shows 700 EVs can provide redispatch services #energysky -- via pv magazine global: https://t.co/o6EGIKt7Sw
Governments urged to share costs of gas network death spiral, as rule maker lays down the law #energysky -- via Renew Economy: https://t.co/NCh5M1Lf2O https://t.co/MAGCiD7nTI
Indian government has cut excise taxes on petrol and diesel to help keep pump prices stable. Oil marketing companies are also sharing the burden, bearing losses of INR 24/litre (12 cents) on petrol and INR 104/litre ($1.12) on diesel.
RON95 is still RM1.99. The government spent RM3.2 billion in under a week to keep it there. Who do you think pays for that eventually — consumers or businesses? Drop your answer below
Seize the day: Time to let solar “daylight saving” in batteries reduce our costs in Australia Renewables increasingly bring tight band of lower prices, and batteries, though only small but growing part of NEM supply, reduce volatility displace gas in peak https://t.co/hs477zGk9e...
Croatia to invest €40 million in household solar, batteries, heat pumps #energysky -- via pv magazine global: https://t.co/eeevDnbYfO
Rooftop solar now accounts for one fifth of Puerto Rico’s generation capacity #energysky -- via pv magazine usa: https://t.co/xHeJg8d7b6
GS: Most historical oil spikes linked to geopolitical shocks had a temporary impact, but some weighed on equities and bonds for longer https://t.co/Vxa6K0Dhkc
Hormuz crisis suck the air out of what would have been big news, like the one below. Press the translate button
SMA Solar Technology confirms wider loss for 2025 on weak PV market #energysky -- via pv magazine global: https://t.co/mrKSXmNrlc
Three tankers broadcasting Omani ownership appeared to enter the Strait of Hormuz today by hugging Oman's 🇴🇲 coastline Two oil supertankers and a liquefied natural gas vessel headed east into the strait today - Bloomberg
