Sodium‑ion Storage Could Boost France’s Energy Flexibility
Can sodium-ion storage drive energy flexibility in France? #energysky -- via pv magazine global: https://t.co/tUO4Idz6FI
Ceasefire Fragility in Gulf Threatens Rising Energy Prices
Great to join @WmBrangham and @NewsHour to talk about the tenuous ceasefire in the Gulf and what it may mean for high energy prices.
Battery Storage Buying Free Solar Raises Prices
Batteries buying “free” California solar, driving up price #energysky -- via pv magazine usa: https://t.co/faU0jOiUap https://t.co/GD0pdaGUTw
Fortescue's New Electric Excavator Cuts Million Litres Diesel
Fortescue adds another electric excavator, says it saving a million litres of diesel per unit #energysky -- via Renew Economy: https://t.co/xspHZsss42 https://t.co/ugpv8KEX0P
Ceasefire Declared, Yet No Ships in Hormuz
Iran-United States Ceasefire...WHERE ARE THE SHIPS? | Strait of Hormuz Update April 8, 2026 https://t.co/K9AoSsU89v
Ceasefire Doesn't Lower Hormuz Disruption Risk After August
I've been watching oil forward prices for markets assumed probability of Strait of Hormuz disruption 1, 2, 3, months out. Ceasefire has not changed probability of disruption from August onward. (NB: Warning, Claude generated figure)🧵1/n https://t.co/bKfB2j9tPA
Chamber CEO’s Oil Op‑ed Leans on Criticized Yergin
Calgary Chamber of Commerce Just One More Shrill Oil Booster Chamber CEO Deborah Yedlin's FP op-ed relied on one source: Dan Yergin. Smart guy, but he's been criticized recently for shoddy takes on the energy transition #abpoli #cdnpoli https://markhamhislop.substack.com/p/calgary-chamber-of-commerce-just
Trump Embraces Carbon Tax He Actually Likes
Trump Finally Found a Carbon Tax He Can Love #energysky -- via Heatmap News https://t.co/D0URTMCiGt https://t.co/3nxkbhrNrq
Engineering Expertise Crucial for Energy’s Crisis‑driven Future
Delighted to deliver special address to students & faculty at MIT in Boston I discussed the implications of today's crisis for energy markets and the importance of technology & engineering expertise for the world's energy future @mitenergy https://t.co/PQsmCtjUeI
Crude Prices Now Double Speed of 2022 Surge
In the buildup to Russia's invasion of Ukraine, it took 91 days for the price of crude to rise from 66 to 112. This year, it took but 42 days for the price of crude to cover the same ground. https://t.co/052pDnWj0v
Iran Strikes Kuwait Power and Desalination Facilities
'Ceasefires' are easy to do. "Kuwait reports that 3 power and water desalination facilities were hit by Iran, causing significant damage to generation and desalination units." https://t.co/lggRzOQR1P
Hormuz Shipping Delays Threaten Early Planting Season
Shipping through Hormuz is backed up and the cease fire and reopening already look at risk. @mike_castle2 , what is the best case scenario (ceasefire holds and we restore shipping) for crops given we are essentially at the start of...
Crude Oil Returns to 2022 War-Level, Hits 2023 High
Crude Oil back into the 2022 Russia/Ukraine War breakdown pivot and 2023 high. This is a key level. $CL_F $USO $OIL https://t.co/ehl0hXXoRO
BYD's 1.5 MW Flash Chargers Add 400 Km in 5 Minutes
BYD's new Flash Charging stations hit up to 1.5 MW peak power. With their Blade Battery 2.0, it adds ~400 km range in 5 minutes (10-70% charge) or 97% in 9 minutes.
New Solar Panel Grid Shields PV Systems From Pigeons
Sassmann develops “solar panel grid” for PV systems for pigeon protection #energysky -- via pv magazine global: https://t.co/3bfBmYevfZ
Brent and WTI Plunge yet Stay Well Above Pre‑war Levels
Price Signal: large decline of 16.75 in Brent & 18% in WTI perfectly captures volatility that has characterized energy and commodity prices since the start of the war. That being said Brent is still 25.7% & WTI 38.3% above pre...
Maximizing Battery Storage Value in Australia’s NEM
VIDEO: Extracting more value from battery storage assets in Australia’s NEM #energysky -- via Energy Storage News: https://t.co/qiEiRcisAk
Delta's Refinery Ownership Feels Oddly Out‑of‑place
It's pretty incredible that Delta owns a refinery. It's like if you go to someone's house and they have a Diet Coke fountain in the kitchen.
Sarcastic Doubt over Immediate Strait of Hormuz Reopening
Yeah right. Just as it also agreed to reopen the Strait of Hormuz immediately and unconditionally.
Ceasefire Crumbles, Oil Profits Surge, War Resumes
Here’s how this goes: ceasefire collapses in 24-48 hours — as it basically already has — people make billions on oil swinging 16% in a day, the U.S. re-arms and this whole situation is back to square one in less...
WTI and Dollar Set for Sharp Drop, Rebound Looms
There were quite a number of factors that suggested WTI and the US Dollar were on the verge of a big plunge which coupled with recent market breadth improvement & cyclical low possibilities in early April, pointed to a rebound...
Middle East Turmoil Could Slash Oil Demand by 20%
Seismic shift in energy markets? Here's what international consultants Wood Mackenzie had to say: "Middle East disruption could cut global oil demand 20% and gas 10% by 2050 as energy security drives shift to independence." Asia is electrifying. Get over it, Alberta.
Gas Surpassed Coal, Marking Decade-Old Energy Shift
I remember ~1 decade ago when gas overtook coal for power generation and it was considered a major symbolic turning point.
Oil Traders Likely Got Iran Strike Tip Before Trump
Did markets know Trump's Iran strike halt 15 minutes before he posted? $580 million in oil bets placed right then. Traders potentially gamed a war risking global famine for profit. Inside trading on a planetary scale? Check out my full breakdown. https://www.youtube.com/watch?v=zrBNfVn8r60 TrumpIran...
Escalating Middle East Conflict Ignored by Markets
Ok let's review, Strait is back to closed, Israel is bombing Tehran and Lebanon, Iran is drone bombing Kuwait/Saudi pipelines/UAE, they are threatening to cancel Friday's meeting and the markets couldn't care less.
Oil Drops Second‑largest Post‑war Single‑day Decline After Binance Launch
2nd largest post war single day decline in oil 48 hours after the Binance launch https://t.co/zDjlkN9OeP
Oil Prices Rise Despite Ceasefire Expectations
Thought I was a hero getting out of Dec oil yesterday after the ceasefire headlines. Nope. It's higher
Futures Market Crumbling as Physical Oil Scarcity Persists
The Strait of Hormuz May remain shut, the barrels of oil may remain firmly locked in. The ceasefire may not hold. But nobody will dare go long on crude futures. Because there will be yet another false dawn, and they will get...
Market Will Adjust to Iran’s Transit Fee Pressure
Let’s assume Iran will impose a hefty transit fee, creating incentive for others to build new pipelines. It also increases pressure for the world to diversify their energy supply. -> the market will "solve" this over medium term regardless...
Transformers: Powertrain Driving Grid Upgrade Surge
Why we who track the AI buildout should care about transformers. They are the “powertrain” of the grid upgrade cycle, with demand being driven by three forces at once: aging grid infrastructure, the shift toward renewables, and a sharp increase...
Iran's Hormuz Closure Raises Global Energy Security Concerns
Iran has closed the Strait. What can be done with their having control of Hormuz? What is next?
Pipeline Attack Exposes Ceasefire Fragility and Oil Risk
SAUDI ARABIA's East-West pipeline attacked - underscoring fragility of ceasefire and threat to oil supplies without a durable end to hostilities: https://t.co/aWAqTMRNY7
From Wedding Best Man to Smart‑Meter Revolution
Cree Edwards was the best man at my wedding. That friendship changed the energy industry forever. Back in 1985, Cree and my Stanford roommate Larsh Johnson decided to tackle one of the biggest problems they could think of: electricity waste. Here's what they...
Washington Claims Peace as Iran Keeps Hormuz Closed
The war intrigue has gone beyond anyone’s wildest imagination, I wonder what comes next. Washington will declare it has signed a peace deal exactly on its terms and claim the Strait of Hormuz has been fully reopened, while Iran continues to...
Tolls on Iran, Oman, DJT
Well, an Iranian toll -- Or an Iranian, Omani and DJT toll -- Would create a financial incentive to build this alternative export infrastructure for the GCC's oil and (more difficult) gas
Russia’s Oil Revenues Surge to War‑Era High
Russia Oil Export Revenues Hit Highest Since Early Ukraine War as Prices Surge, Despite Ukrainian Port Attacks. Trump lifting sanctions gives Putin revenue for Ukraine war. https://t.co/j3gLWruMFo
U.S. Launches First Vertical Rooftop Solar Panels
Vertical rooftop PV debuts in the U.S. #energysky -- via pv magazine usa: https://t.co/bqUE7TbL8P https://t.co/HT8kqxxPUf
Whale's $30M Leveraged Oil Short Nets $4M After Ceasefire
🚨THIS CAN'T BE A COINCIDENCE Just hours before the US-Iran ceasefire, a whale started going heavily short on Oil. He built a $30,000,000 Oil short position with 3x leverage. After that, US-Iran ceasefire was announced, and Oil crashed nearly 25%. In a few hours,...
Seeking Lloydslisted's Optimism on Strait of Hormuz
I want to have the same level of optimism that @Lloydslisted has on the situation in the Strait of Hormuz.
Grid Bottlenecks Jeopardize 120 GW of European Renewables
Grid bottlenecks threaten 120 GW of planned renewables in Europe #energysky -- via pv magazine global: https://t.co/zwodAIFyvJ https://t.co/Po78YoGDjF
US Oil Faces Largest Daily Drop Since 2011
Though US oil is gradually creeping back up, the daily candle is still sporting its biggest single day drop outside (outside of the negative price fiasco of April 2020) since the market assurances following the Sep 11 attacks (specifically Sep...
US Crude Stocks Rise 3.1 Mb, Diesel Demand Flagged
EIA: US commercial crude oil inventories increased by 3.1 mb to 464.7 mb. Products declined. Watch diesel ... diesel., diesel. https://t.co/1mveIh80Nu
WSJ Parrots Chevron as California Refinery Demand Plummets
It's sad to watch the WSJ descend into simply rewriting Chevron press releases. Refiners are shutting in California because the state consumes far less oil than it used to. https://t.co/L0rNc3HvM4
Generac and CPower Launch DER Program for Businesses
Generac and CPower announce DER program for commercial and industrial customers #energysky -- via pv magazine usa: https://t.co/3i3DzZfHhe
Only One State Faces Iran-Driven Electricity Hike
Most Americans Won’t See Electricity Prices Rise Because of Iran. This State Will. #energysky -- via Heatmap News https://t.co/gu4pNy9g1B https://t.co/vaUovVpRUC
Freight and Small Food Plants Exempt From Carbon Tax
Dear @TheTorontoSun, you keep publishing this and it remains incorrect. Freight transport is not subject to the industrial carbon tax. Also, almost all food processing plants are too small to be covered by industrial carbon pricing. https://t.co/abpQeVfFMS
Ceasefire Won’t Instantly Heal Supply Chain Disruptions
🧵 The US-Iran ceasefire is being called a "big day for world peace" — but the supply chain damage is already done. Here's what's broken, what it costs you, and how long it takes to fix. A thread on the...
Iran's New Strait of Hormuz Leverage Sparks Bypass Investments
Hormuz went from free passage to controlled chokepoint overnight, writes @JavierBlas That gives Iran real leverage now—but it also guarantees massive investment to bypass it. https://t.co/3R0l6Irxud #Energy #Geopolitics #Oil
Australia's Utility Solar and Wind Hit 4.7 TWh
Australian utility-scale solar and wind generation reaches 4.7TWh in March 2026 #energysky -- via pv-tech: https://t.co/KdahDOa0NM
Oil Near Support Level; Buyers May Return Amid Ongoing Conflict
Oil is coming into a level of interest that has been support since the conflict began. $CL_F $USO It would not surprise me to see it find buyers in this area again as the conflict has not been solved just...