Renewables Mature, Must Shoulder Systemic Financial Responsibilities
Hang on though, does that mean subsidies to fossil fuels will also be ending ?
2026 Q2 Brent/WTI Forecast Trimmed, Later Quarters Stable
GS: We Keep Our 2026Q3/Q4 Forecast Unchanged at $82/80 for Brent and $77/75 for WTI But Nudge Down Our 2026Q2 Forecast for Brent/WTI to $90/87
EU Adds Flexibility to Methane Law to Protect Energy Supply
The European Union will soon offer flexibility to companies on both penalties and tracing energy imports to help ensure that its landmark law to tackle methane emissions in fossil fuel imports doesn’t put its supply at risk https://t.co/hpJGYQr5dQ
Middle East Gulf Supplies only 8% of U.S. Crude Imports
"Imports from the Middle East Gulf region made up 8% of the 6.2 million b/d of U.S. crude oil imports in 2025" -EIA
Energy Security Demands Clean Energy, Not Temporary Relief
Spoke to @trtworld last night on the Hormuz crisis. Relief ≠ resolution. Oil and gas still much above pre-war levels, 172M barrels stranded, and Iran cementing control of the Strait. The clearest lesson: energy security = clean energy. https://t.co/rbUxk8iIdl
Fund Managers Cut Dutch TTF Gas Bullish Stance
INVESTMENT MANAGERS trimmed their bullish position in Europe’s benchmark Dutch TTF gas contract last week for the first time since the war between the United States and Iran started. Fund managers sold the equivalent of 14 terawatt-hours (TWh) of futures...
UAE Oil Chief Calls Hormuz Closure “Control, Not Passage”
UAE senior oil official Sultan Al Jaber denounces the Strait of Hormuz remains closed. “Access is being restricted, conditioned and controlled,” “Conditional passage is not passage. It is control by another name,” he says. https://t.co/TFczKBO4kk
India Seeks Faster Qatar LNG Restart Amid Supply Halt
India's oil minister is heading to Qatar to ask the nation to accelerate the restart of LNG exports and for priority delivery 🇮🇳🤝🇶🇦 Qatar is India’s top LNG supplier (providing 45%). But those deliveries have halted since the Iran war started https://t.co/B7JwVxFnF3
HK Electric Apologizes After Voltage Dip Traps Lifts
HK Electric has apologised for a voltage dip on Hong Kong Island this morning that lead to up to 100 people being trapped in lifts, and fire alarms ringing out across the island. HK Electric said the interruption was caused by...
Heat Pumps Eclipse Gas Boilers in Germany, 2025
For the first time ever, heat pumps outsold gas boilers in Germany in 2025. 48% of all new heating systems installed last year were heat pumps. Gas fell to just 39%. A decade ago, heat pumps had a 7% market share....
Ceasefire Holds, Yet Hormuz Shipping Remains Stalled
The good news: attacks have come down markedly (ex Lebanon), and the fragile ceasefire seems to be holding. The bad news: so far, almost no movement of ships in-and-out of the Strait of Hormuz. Several Chinese oil tankers have pre-positioned to...
Massive Oil Shut‑ins: ~13 M B/D, Saudi, Iraq Overstated
Missing Qatar with max 0.6 Mb/d shut in But the Iraq figure is too high, more like 3.3 Mb/d Saudi figure also looks high; was 10.5 Mb/d pre-war and 6-7 Mb/d moving to Red Sea
Industrial Heat Pumps Scale Up for Real-World Deployment
Industrial heat pumps are one of the most underrated technologies in the energy transition. They work. They scale. And they’re finally moving from demonstration to deployment. Here’s a 95t heat pump component just traveled l by river to reach BASF’s...
Rising US Gas Prices May Curb Mexico Pipeline Exports
As @OSullivanMeghan and I wrote @ForeignAffairs, with energy being weaponized, countries will seek to curb imports & boost domestic supply. If US gas prices soar, there's a risk pipeline gas to Mexico would be a prime target to restrict exports...
Nuclear, Solar, Wind Will End Fossil Fuel Dependence
By the time of the next GE I reckon we will have broken the back of our dependence on fossil fuels. The combination of nuclear, Solar and wind will be the solution. Tidal and hydro are bit players. With battery and...
WTI Crude Plummets 13% in One Day, Biggest Since 1986
WTI Crude is down over 13% in a single day. One of the largest declines since 1986.
Russia Offers Sanctioned LNG to South Asia at 40% Discount
Russia is offering to sell US-sanctioned LNG to South Asian buyers at a *40% discount* 🇷🇺🚢 Moscow is seeking to leverage the global natural gas crunch to lure energy-hungry countries like Bangladesh and India https://t.co/SsirotyuhI
Open‑Enrollment Energy Markets Course Launches at UAlberta
For the first time, I am teaching an open-enrolment course at @ualberta. This class is open to students and members of the community and is targeted at those looking for an introduction to energy markets, policies, and trends. Poster by...
Sun’s Free Power Outshines Hormuz Oil Halt
The Strait of Hormuz isnt Hormuz’ing which means oil isn’t moving. Meanwhile, the sun showered the planet with more free energy today than humanity could use in 24 years.
Asia's Energy Path: Coal Return or Renewables Surge?
Will Asia return to coal, or will a new renewables future emerge from the Iran crisis? David Fickling and Akshat Rathi discuss https://t.co/PdxxKr6KZD
Financing Standalone Vs. Co‑Located Projects: Key Differences Explained
BBDF 2026: How financing standalone vs. co-located projects really works #energysky -- via pv magazine global: https://t.co/BC1aF4l5ro
Escaped Tankers Return to Persian Gulf for Business
Good point @kfj_jagr Why would tankers that escape from the Persian Gulf go back Because it's the only business they have?
Ceasefire Narrative Masks Ongoing Conflict, Markets Misread
This isn’t a ceasefire—it’s a narrative overlay on an ongoing conflict, writes @Rabobank 's Molly Schwartz Markets bought the headline—but the war never stopped. #OilMarkets #Geopolitics #IranWar https://t.co/y0FU39ejju
Zelestra and BNZ Integrate BESS with Southern Europe Solar
IPPs Zelestra, BNZ adding BESS to solar PV plants in Southern Europe #energysky -- via Energy Storage News: https://t.co/i2MTrhf3xc
US Crude Inventories Plunge, Prices Set to Surge
The US API Weekly Crude Oil Stock just released at 3.72 M, DECREASING significantly from 10.26M the month prior. With the supply cutting off, it’s not a surprise that we are draining down reserves. When you reach the bottom of the tank,...
Iran's Dark Fleet Alone Keeps Hormuz Shipping Open
Not ONE ship will pass thru Hormuz except the Iran dark fleet, writes @BurggrabenH Analysts do the math but it's irrelevant if ships won't sail. Hormuz is frozen That's the empirical reality. All the rest is wishful thinking. #OilMarkets #Energy #Geopolitics https://t.co/XIfp4dbmSc
Markets Rally Amid Geopolitical Tension, but Reality Looms
Ships won’t sail, missiles still fly, and terms are unclear But markets rally anyway. Much of that probably short covering and margin calls. Brace for reality sooner than later #OilMarkets #Iran #Geopolitics https://t.co/m3ZdBieyHh
Japanese Giants Join Tokyu Land’s $190M BESS Consortium
Japanese business heavyweights in Tokyu Land’s US$190 million BESS investment consortium #energysky -- via Energy Storage News: https://t.co/ncYirkit0k
13 Mmb/D Offline, 1‑3 Month Recovery, 1 Billion Barrels Lost
A staggering 13 mmb/d is offline says @EnergyAspects THIS IS NOT OVER--not even close, writes @ericnuttall 1-3 months recovery is a best case scenario That means 1 billion barrels lost Ceasefire blah blah blah #OilMarkets #Energy #Geopolitics https://t.co/pBlqzN8aWe
Calfrac CFO Hire Spurs 47% Rally, Buy Pullback
Macro: oilfield services momentum 📈 Key: Calfrac names Scarlett Crockatt as CFO; strong capital-markets pedigree; shares +47% near 52‑wk high. Risk: one‑time transition charges. Trading insight: consider buy on pullback. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
War Exposes Oil‑driven Plastic Addiction, Urging Weaning
One of the silver lining of this war is that people are realizing how oil dependent we are, not just via transportation but in daily lives. Plastic, light, durable and cheap have been a plague to Asia's water ways, is...
Idle LNG Tankers Stall Qatar's Production Restart
CEASEFIRE DAY 2: None of the LNG tankers stuck in the Persian Gulf appear to be heading towards Hormuz 🚢⚠️ They're all idling. Without this traffic resuming, it will be challenging for Qatar to significantly restart production at the world's biggest...
Councils Use Local Laws to Shape Renewable Development
Councils flex their muscle on renewables, laying down the local law on roads, farmland and housing #energysky -- via Renew Economy: https://t.co/BAjaDCZnQp https://t.co/fJ7I1jqqUo
Closed Hormuz Sets $100 Brent Floor, Rumors Fade Fast
As long as Hormuz is effectively closed, prices have a floor & it's about $100 Brent, writes @gbrew24 It doesn’t matter who’s shooting—the system is responding. Selling the rumor has a short life expectancy #OilMarkets #Energy #Geopolitics
Brent Rebounds Above $97, Still Far From $110 Peak
Brent crude back above $97, still well below the $110 we were at pre-“ceasefire” announcement, but ~$7 off this morning’s low. https://t.co/I0q5dXg0RD
Ceasefire Uncertain, Hormuz Still Blocked, Oil Market Stressed
Spoke with @PnPCBC earlier today about the Iran War "ceasefire", how the rough first day still had plenty of fire on both sides, how flow through Hormuz has yet to actually resume, and what it all means for the supply-starved...
AI Turns Power Grid Into Semiconductor Bottleneck
#Technology #Thread #Semiconductor #Manufacturing #AI The Semiconductor AI Infrastructure Grid: 1/ - Artificial Intelligence Is Not Just Powering Chips It Is Reshaping The Grid That Powers Semiconductor Fabs And Data Centers. - Rising AI Workloads Plus Advanced Semiconductor Fabs Equal Surging Electricity Demand. -...
German Heat Pump Talk: Positive Yet Volatile
Germany’s heat pump public discourse is positive but volatile #energysky -- via pv magazine global: https://t.co/thhSnoVq6o
China’s Energy Security Hinges on Surplus Coal, Not Oil
China's energy security doesn't run through Hormuz but through tons of slack coal capacity at home. Yet Beijing's real goal for energy security is to peak coal and electrify everything. Put another way, China's energy security will be manufactured, literally. My...
Gas Hits $4.14, Fueling War‑Driven Affordability Concerns
According to AAA, the national average cost of a gallon of gas has climbed to $4.14, marking a new 4-YEAR HIGH. THE WINDS OF WAR = HIGHER GASOLINE PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/PGOEBMp3lS
Illinois Courthouse Launches 1.3‑MW Solar Installation
Illinois county courthouse cuts ribbon on 1.3-MW solar project #energysky -- via Solar Power World: https://t.co/GbtUxTOmXQ
Secure Hormuz Passage, Markets Pay Billions for Stability
Pay the toll — move the oil. If you guarantee safe passage through the Strait of Hormuz, markets will pay. Certainty lowers risk. Risk moves prices. And when 21% of the world’s oil is on the line, stability is worth billions https://t.co/m4JhLddeJq
German Agency to Unveil BESS Grid Fee Framework Soon
BBDF: German network agency to release BESS grid fee framework soon #energysky -- via pv magazine global: https://t.co/4QROOl6QRz
China’s Coal Power Fuels Energy Resilience Amid Crises
The war with Iran and the Hormuz closure have kicked up a lot of debate about Chinese energy futures. And Venezuela, from which China also bought oil, adds fuel to one piece of that debate. But my #CarnegieAsia teammate @damienics,...
Ceasefire Halts Oil Tankers; Only Four Dry Cargo Ships Pass
JUST IN: Since the ceasefire, zero oil or gas tankers have crossed the Strait of Hormuz, with just 4 vessels handling dry cargo.
Uncertainty Persists as US Avoids Renewed Conflict
Even Iran’s own officials can’t agree on what’s in the deal. My take is that the US does not go back to fighting because of depletion of munitions & political will That suggests no return to stability. Uncertainty becomes the new normal. #Iran #Geopolitics...
Traders Bet $950M Oil Drop Ahead of Trump Ceasefire
JUST IN: Traders placed $950,000,000 in bets on oil prices falling just hours before President Trump announced ceasefire with Iran
Sodium‑ion Battery Creates Internal Heat Barrier, Preventing Fires
Chinese researchers develop sodium-ion battery design that forms internal heat barrier to stop thermal runaway reactions linked to battery fires. https://t.co/FkcIBp6aFj
Iran's Secret Plan Replacement Reveals More than Official Spin
Iran’s “unacceptable” plan was scrapped Then replaced with one we’re not allowed to see. If it were a win, they’d show it. The silence says more than the spin. #Iran #Geopolitics #OilMarkets
Ceasefire Cements Iran’s Dominance Over Hormuz Oil Flow
The ceasefire hasn’t restored Hormuz—it’s formalized Iran’s control. Flows are regulated as a fraction of normal The world's energy supply continues to bleed out. Iran is the strongest country in the world. We're winning like never before. https://t.co/4DY0HDko7L #OilMarkets #Iran #Geopolitics