Xcel Minnesota Launches Pioneering Virtual Power Plant
Xcel Minnesota is building a first-of-its kind virtual power plant #energysky -- via Canary Media: https://t.co/ze8g7Dcead
ClearVue Earns IEC Certification for Metal-Backed Panels
ClearVue secures IEC certification for metal-backed solar panels #energysky -- via pv magazine global: https://t.co/XtGcP97nYv
Live View: Ships Exit Persian Gulf Into Strait
Live shot this morning from the exit or the Persian Gulf into the Strait of Hormuz. https://t.co/O0p7zIFKug
Current Electricity Pricing Masks Alternative Energy Benefits
On top of this, we priced electricity in a way that makes it impossible for consumers to enjoy or even notice the (admittedly periodic and sometimes localised) benefits of alternative energy sources.
Qatar Ramps Up Workers to Restart LNG Plant
Qatar is mobilizing its workers to resume production at the world’s biggest LNG export plant 🇶🇦 🚨 The improvement in security conditions is allowing limited activity But any return to significant output would require normal transit through Hormuz https://t.co/uh3Aozq1K9
Iran, US Mull Hormuz Toll; Oman Warns Legal Fallout
Iran and the US are considering imposing tolls on ships in the Strait of Hormuz, challenging the UN Law of the Sea's free passage principle. Oman opposes the tolls, raising legal and economic concerns that could impact global maritime norms...
Drone Strikes Saudi East-West Oil Pipeline Pumping Station
“Saudi Arabia’s East-West oil pipeline carrying crude from the Gulf to the Red Sea for export has been attacked, the Financial Times reports, citing two unidentified people familiar with the matter.” - pumping station was hit at 1 p.m. local time -...
Markets Rally Despite Escalating Middle East Conflict
So the strait of Hormuz is still shut, Iran is shooting missiles at gulf states and Israel, the U.S. is bombing Iranian energy facilities, and the market is up 1000 points over a ‘cease fire.’ Cool cool.
IEA Tracker Reveals Policies Locking In Fossil Dependence
I hope the IEA can keep this updated - a massive global overview of policies enacted in response to the latest fossil fuel crisis. Terrifying how many of these will help lock in fossil fuel reliance, worsen climate pollution, suck...
Hormuz Loses Relevance as Rivals Rush Pipeline Bypasses
COLUMN: No matter what the US and Iran agree over the future of Hormuz, the strait’s status will change. But the waterway will never be as critical as it was six weeks ago: Iran's rivals will rush to build more...
Oil Forecasts Collapse; Trump Needs War Ended
I spent recent weeks pushing back on $150 or $200 oil price forecasts. Those are now firmly off the table. Brent futures are down sharply and that's right. There's lots of open questions, but the big picture is that Trump...
Iran Ceasefire Sends Oil Below $100, Stocks Surge
Iran ceasefire news just crushed oil under $100 and stocks are ripping higher. Risk-on mode is back in a big way. We'll be tracking these momentum moves live with the DOTS indicator in 2 hours to catch the best setups....
Normal Tanker Flows in 2‑3 Months; Products 6‑12 Months
If the ceasefire holds, expect 2–3 months before tanker flows and refinery feedstock delivery approach anything like normal, and 6–12 months before refined product markets (jet fuel, diesel, chemicals) fully normalize.
Ukraine's Drones Aim to Choke Russian Baltic Oil
If Iran can shut down the Strait of Hormuz, why shouldn't Kyiv shut down the Baltic? Kyiv is using drones to hit Russia's two key ports in the Baltic. It spared key infrastructure, but the signal is clear: Ukraine can...
Biofuel Lobby Urges 45Z Rule Amid Tax Credit Uncertainty
Biofuel Groups Push 45Z Rule as Delayed USDA Emissions Tool Clouds Tax Credit Value https://t.co/e4B9eUJeY4
2026 Energy Shock Peaks Far Below Past Records
The scorecard of the (so far) 2026 energy shock: (Peak price set during US-Iran war Feb 28-Apr 7 vs all-time high; in nominal terms) ⛽️ Brent oil: ~19% below 2008 peak 🔥 TTF nat gas: ~79% below 2022 peak 🔌 German power: ~89% below...
Markets May Ignore Oil Flow Glitches If Outlook Improves
I am fully aware that oil-flows are not normalized tomorrow or next week It is not the point. The market will look through that if the sequential outlook improves Think of e.g. the spring for 2020, where markets improved even before...
Trump's Iran Deal Derails, Obama’s Succeeded
Obama Iran Deal: open Hormuz capped enrichment inspections Trump Iran Deal: Hormuz closed except at Iran's discretion no agreed enrichment limits no agreed inspections This isn't 4D chess It's a train wreck #Iran #Geopolitics #OilMarkets https://t.co/bBvsjN00CZ
Oil Drops, Stocks Surge After US‑Iran Ceasefire
TACO Trade Is Back As Oil Falls, Stocks Rally on US-Iran Ceasefire - Business Insider https://t.co/Vei7jJ8uDy
US Missteps, Trump’s Ignorance Cost Hormuz Control
I don't know if Iran earned control of Hormuz @KellyAlspals But US incompetence lost it Trump's ignorance + poor judgment have lost everything this war was supposed to be about And probably a lot more. Rex Tilllerson called it https://t.co/xeXheyddIQ
US Treasury Faces Deadline on Russian, Iranian Oil Waivers
The US has to answer some questions: Does the US Treasury extend the waiver on Russian oil sales? (the general license expires on Sunday, Apr 11) And more politically charged, does the US Treasury extend the waiver on Iranian oil sales?...
ARPA‑E Announces Record Fusion Funding Amid Trump Cuts
Exclusive via @axios' @AmyAHarder: DOE's ARPA-E will will today unveil record fusion funding even as President Trump seeks to cut other parts of the federal fusion budget. Link in next post. #energy #climate #AI
Seizing Iran's Oil Requires Invasion, Not Simple Trump Rhetoric
Taking Iran's Oil is far more complicated and dangerous than Trump has made it out to be. We're talking about a humanitarian crisis and a full-blown ground invasion to actually control Iranian production. Full Newsletter: https://t.co/9M4RIr0wDA #crude #geopolitics https://t.co/X25nCUjeYn
SEforALL Champions Global Low‑Emission, Climate‑Resilient Development at Vienna Forum
The International Vienna Energy and Climate Forum takes place this week and @SEforALLorg will be taking part in this important event to promote low-emission, climate-resilient development, highlighting what needs to be done around the world. Here's where we will be this...
Oil Prices Peaked on March 9, Not Today
i still think it's cool that despite all the hooplah you'll hear today about oil prices selling off (and some will even saying peaking), they topped a month ago, on March 9th (not yesterday)... just like volatility $VIX did... 🧐🤨🤓...
600+ New US EV Chargers Added as Gas Prices Surge
US charging networks added more than 600 new stations in the first quarter as high gas prices reignite interest for EVs https://t.co/GuDxViha73
Mainstream Media Overlooks Intermediate-Term Oil Trend
Oil and Energy Prices Context (see table) of the intermediate-term TREND isn't what you'll get from clickbait MSM today You'll just get inundated with immediate-term TRADE commentary https://t.co/bqrNPXnKCV
Oil Plunges yet Bullish Fractal Trend Remains Intact
OIL: down big obviously, but the key mathematical answer to observe is whether it breaks its Bullish Fractal TREND Pattern? A: so far, not even close https://t.co/zvJXX9HHEM
Uruguay Boosts Renewables to 99% in a Decade
Uruguay generates nearly 43% of its electricity from wind and solar. In 2010, the share was less than 1%. Most of the rest if hydro. Today, Uruguay produces nearly 99% of its electricity from renewable sources. More here https://t.co/QyMDvrfjXT https://t.co/ILDqriuoAk
Morning War and Oil Commentary Turns Especially Harsh
The war and oil takes before yesterday were bad but the takes this morning seem extra bad and particularly strident. https://t.co/EYFdUKg6uK
XAI Powers Grok with Illegal Gas Turbines
Musk’s AI company, xAI, used unpermitted gas turbines to power the data center behind Grok. Thermal drone footage captured by Floodlight shows the turbines running at a custom-built power plant in Southaven, Mississippi, flouting clean air regulation https://t.co/nsfDYWZ6r7
Chinese Interest in Iranian Oil Wanes as Discount Disappears
Chinese refiners are inquiring about Iranian oil, although it's not a wholesale rush given prices are still significantly higher than before the war (the ~$10 discount to Brent is gone). Story link at the end
Asia Pivots to Russian Oil Amid Middle East Turmoil
Asia’s energy reality is shifting FAST. As the Middle East’s supply of oil is disrupted by the US-Israeli war on Iran, countries are turning to Russian oil. RUSSIA = BIG WINNER. https://t.co/akGGPsbivA
EDF Commits €240 M to Heat Pumps, Electric Trucks
France's EDF pledges €240 million in investment and funding for the adoption of heat pumps and electric trucks https://t.co/LJYnxSn5i7
Ex‑Shell Blogger Blames Renewables for Fuel Crisis
Amazing clip of former Shell employee and now right-wing News Corp blogger Liam Barlett blaming the fossil fuel crisis on renewables (while Australia's energy minister very patiently tries to ask him WTF he means) (for some reason News Corp decided to...
Gas Prices React Asymmetrically to Oil Swings
Oil goes up, average gas price goes from $3 to $5.25 Oil goes down, average gas price goes from $5.25 to $5.24
New Findings Impact Renewables, Batteries, and Transmission Metals
This has important implications not just for renewables and batteries but also for materials used in transmission lines such as copper and aluminium.
China's LNG Demand Stalls, Shifts to Domestic and Pipeline Sources
Don't expect China's LNG demand to bounce back from the Middle East turmoil 🇨🇳🚢 China gets a quarter of its LNG from the world's biggest export plant in Qatar.. which remains offline. To makeup for the shortfall, China is expected to...
Fossil Fuel Subsidies, Tax Cuts, and Deregulation Restored
So now the strait is open all of the fossil fuel subsidies, fossil tax cuts and weakening of environmental regulations wil be set back to normal, right?
Japan, Australia Forge Graphite Anode Supply Chain
Japan and Australia are building a graphite anode supply chain to strengthen battery materials security and reduce import dependence. https://www.metalnomist.com/2026/04/japan-australia-graphite-anode-supply.html
Countries Prioritize Clean Transition over Chinese EV Origins
Every time there's chart on here showing some mid sized or small country with a hockey stick curve of EV or e-bus adoption -- and there will be more -- it is almost always because they care more about the...
Hydrogen Stations Vanish as Subsidies End, EVs Thrive
“Yet another hydrogen filling station in Germany is closing after ten years. This is likely to coincide exactly with the end of the grant period. Battery-electric cars run on green electricity, hydrogen cars on subsidies...” 🇩🇪 #alwaysbecharging ⚡️⚡️⚡️ @CoalDead @technikjuli https://t.co/nMSZI8O4bI
Energy Prices Plunge Despite Uncertain Hormuz Reopening
Brent crude oil: -15% TTF nat gas: -18% German power: -5% (and below pre-war) Asian coal: -1% (And yes, the Strait of Hormuz has yet to actually reopen, and we don’t know for sure what the ceasefire means in practical terms for SoH energy...
US Leverages Oil Dominance for Global Influence
So this is how 5D chess is played: US produces more oil than it consumes US just got control of world largest reserve (Venezuela) US agrees to Iran oil toll charge to Europe, Asia, Australia etc in exchange for a Ceasefire 😉😉😉 https://t.co/CjILj9Ul2a
European Gas Prices Drop 20% After US‑Iran Ceasefire
EUROPEAN GAS PRICES FALL AS MUCH AS 20% ON US-IRAN CEASEFIRE 🚨🚨 About 20% of global LNG traversed Hormuz before the war. But not a single shipment has been exported from the region in over a month https://t.co/zFjTxnnhra
Chiyoda Eyes Return to Qatar LNG Plant Post‑ceasefire
Japan’s Chiyoda says it is considering resuming construction work on Qatar’s massive LNG export plant after the ceasefire ⚠️ 🇶🇦 Chiyoda’s potential return to Ras Laffan will raise hopes for the wider facility, which was evacuated over a month ago https://t.co/DvOA4L4Ilm
Jet Fuel Supply May Need Months to Rebound Post-Hormuz Reopening
IATA chief says jet fuel supply could take months to recover after Hormuz reopening https://t.co/9qcnn6QlNE
Fast Breeder Reactor Marks 20 Years Toward Clean Indian Energy
Congratulations to all scientists and engineers who have worked for over two decades to achieve this milestone. The fast breeder reactor is critical to securing long-term clean & affordable energy for a surging Bharat. Most important to prioritize safe disposal...
Hormuz Crisis Ended; Pundits Still Stuck in Denial
The Hormuz crisis is over, but most energy pundits still have not gotten the memo, as they suffer from the Fauci Syndrome.
Permitting Delays Could Add 10% to Renewable Costs
Federal permitting delays in the US could drive cost of renewable energy deployment up by 10% #energysky -- via pv-tech: https://t.co/LgTIWGTc8V