Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Countries that have adopted electric vehicles the most aggressively will suffer the least from oil price spikes. The US, of course, is not one of those. [Corrected graph.] https://t.co/jl1blEELO0
Am re-upping this. 🚀 Brent settled >$92 on Friday. 🚀 Middle East marker crudes are at $100 levels. 🚀 Middle distillates are deep into triple-digit territory. Without an immediate, credible halt to hostilities, oil has only one direction to go. Guess...
Chinese scientists build ‘ultra-stable’ polymer solar cell with 19.1% efficiency #energysky -- via pv magazine global: https://t.co/ldPwyTjl1G
#IndiaWatch🇮🇳: The US reverses course. First, the US placed 25% “penalty tariffs” on India for buying Russian crude. Now, the US has granted a 30-day waiver that will allow India to buy Russian oil. MODI’S STRATEGIC AMBIGUITY REIGNS SUPREME. https://t.co/zWsRpg2QtK
China exported EVs to many countries around the world last year including Indonesia and Mexico. Many countries have plans to reduce their dependence on imported oil. This effort will be accelerated. https://t.co/7qYWV5pWKi
What’s interesting about this is that electricity, gas, oil, jet fuel and gasoline prices are all higher today than a year ago.
As a result of China's rapid installation of WindWaterSolar, China can reach 100% WWS across all energy sectors by 2051 if it continues installing at this rate and electrifies all energy. The U.S. and India - only 100 years later https://t.co/Uzltn86O33
New model reveals pathway for land-efficient U.S. solar expansion #energysky -- via pv magazine global: https://t.co/jILgjwj23C
U.S. natural gas has reverted to a lower yield curve now that winter is over for markets $3.01 spot price was about $0.14 less than the marginal price on the orange yield curve #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG...
U.S natural gas comparative fell 38 bcf to a deficit of 61 bcf week ending February 27 Henry Hub spot price decreased $0.07 from $3.08 to $3.01 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/pa4jH8FvtE
Oil shocks get headlines. Diesel shocks stop the world Trucks, ships, mines, farms, trains, planes & militaries all run on it Persian Gulf crude is ideal for making it Diesel fuel price hikes are the real killers of the economy #diesel #oilmarkets #energy #Hormuz...
Australian startup scaling up printed solar technology #energysky -- via pv magazine global: https://t.co/UMkegkWcSv https://t.co/pIaYIMCHiw
Hormuz carries about one-fifth of global oil supply But roughly one-third of seaborne oil trade normally pass thru the Strait The real shock is 35% of globally traded oil. Peak oil is today’s reality. #oil #energy #Hormuz #geopolitics #EnergyMarkets https://t.co/ENXgbxfCcf
WTI Crude Oil prices spiked 36% this week to $91/barrel. This was the 2nd biggest weekly increase in the last 40 years, trailing only the 2020 Covid rebound after Crude Oil prices crashed to $15/barrel. Roughly 20% of global oil supply passes...
Renewables are a hedge against volatile coal and gas prices. Electric vehicles are a hedge against volatile oil / gasoline prices.
US offers a $20B maritime war-risk reinsurance backstop to coax tankers back into the Gulf No one wants it It doesn’t provide shipowners the incentive they need to sail into a war zone. #Hormuz #oilmarkets #shipping #geopolitics
Hormuz traffic isn’t being stopped by insurance alone, writes @Amena__Bakr Coverage is still available. The real deterrent is fear of attack, and only a full, sustained ceasefire will normalize flows. #Hormuz #shipping #oilmarkets
WTI crude up 35% on the week, one of the best weeks in history. S&P 500 down only 2%? And energy up only 1%? Markets sometimes don't make sense.
Interestingly, solar never got polarized among the US populace. For 20 years, it's polled as the most popular energy source in the US, by wide margins, across the country. It's just that certain members of the GOP political class hated...
So what's the purpose of nuclear? CA had enough solar+batteries in 2025 to produce a constant 4 GW every minute of 90% of days in 2025 plus more power during other hours 4 GW=180% of the constant 2.2 GW DC nuc plant,...
US national lab highlights inverter approach as cheaper alternative to DTT #energysky -- via pv magazine global: https://t.co/Tnle3OYaMQ
Electrifying all road freight between Sydney and Melbourne is a no brainer: The payback is less than 4 years #energysky -- via Renew Economy: https://t.co/c9lBrAwKGN https://t.co/bLDZIjZQQ5
Trump asks tech titans to sign an energy pledge, but is it just PR? #energysky -- via Canary Media: https://t.co/Dwehx3RcZ6
It gets harder to do this when oil starts ripping. Has historically been a “the cycle is close to being over” signal
This may not be WWIII. But it could be the 1930s moment of our era, writes @nfergus He notes, if the Iran war drags on and oil flows break, the shock could rival the 1970s. I'D SAY WE'RE ALREADY THERE WITH...
US airlines no longer hedge fuel costs. That could hurt margins if Iran conflict lingers - https://t.co/LvmzI2bxEL
Oil surges 35% this week for biggest gain in futures trading history dating back to 1983: CNBC $XLE $USO
Andy makes a great point here around potential L/S positioning in the oil and gas space. I think chasing the physical commodities up a tree here is dangerous but I still really like oil and nat gas equities for two...
On The Climate Brink, @hausfath.bsky.social writes about the trends of spending on clean energy vs. national defense: When will clean energy spending exceed military spending? https://www.theclimatebrink.com/p/when-will-clean-energy-spending-exceed
Since last week, average US gasoline prices are up 27 cents to $3.25 per gallon. WAR = COSTS AMERICANS AN ARM AND A LEG. https://t.co/2wqMMXwNZP
Trump admin announces $20 billion reinsurance program for oil tankers during Iran war: CNBC $XLE $USO
There is not a single active oil or gas well in Minnesota. Every dime we spend on fuel is money leaving our state.
Bracing for an oil shock, China ordered refiners to halt new diesel and gasoline export contracts and cancel existing shipments. From a week ago, their diesel prices are up 13.5%, gasoline up 11%. THE US-ISRAELI WAR ON IRAN = COLLATERAL DAMAGE =...
Okay. I've been seeing this make the rounds. It is just a large misunderstanding of the second graph, to the extent that it's drawing the wrong conclusions. The price of electricity from solar and wind in the US *has* flatlined...
With Oil prices nearing $100 already , risks of a potential de-escalation keep on rising. I may be wrong , maybe oil prices will remain elevated for months , who knows , I am just saying what has the higher probability...
Grumbling out of China is getting louder as crude pushes higher....... I am leaning now 50/50 that the meeting with XI and Trump even happens now. Hope I am wrong because would like to see it. Time will...
How low can gas go? Down 59% in 2026 vs 2023 so far. 14th straight and 41 of 64 days in 2026 with WWS meeting >100% of demand for part of the day. Demand also down 3% vs '23 Solar up 62%; batteries...
BTW, oil rallied an additional 43% over the next 2 months. Trump will do everything he can to open the strait of Hormuz and prevent a similar outcome. As I noted in an earlier post this week, I expect it...
$USOIL - We're witnessing an extreme development today. Crude oil is up 16% currently. The 14 day RSI is above 89. The last time it closed above 89 was in August 1990, during the Gulf war. https://t.co/Fl62P7oRcE
One of my predictions in our Climate Brink year end wrapup was that 2026 might be the first year where global clean energy investment exceeds global military spending. Unfortunately with recent wars we will likely have to wait a few more...
In the 10 days after Russia invaded Ukraine in 2022, Brent rose 32%. We're now up 25% since the war with Iran began, which - to me - says there's more upside. Given all this, the Dollar is trading soft...
My friend & oil expert Javier Blas reports just what I’ve been anticipating: that the US-Israeli war on Iran would force the US to lift sanctions on Russian oil. https://t.co/4VIvPSwm63
A Cboe measure of crude oil volatility has surged to its highest level since 2020 https://t.co/4FBZMvXK9Y
JUST IN: Brent crude oil price surges to $91, up 25% in the past 7 days.
The government of California has waged war on our in-state fossil fuel supply for decades. Now we rely on 1) limited and expensive in-state fossil fuels, and 2) expensive fossil fuel imports from out of state. Is it any wonder why we...
What would such a US oil price mean to the prices of distillates used by the various transport modes—and to supply chains?
Friday's Playbook: Oil Surging. Bearish Signals Across the Mag 7. See How We’re Positioning. https://t.co/Ab25axAjJe via @hedgeye
"U.S. Success Against Iran Could Be a Game Changer for World Oil Security," @WSJ https://t.co/ICXqOkIlg2 If Iran, along with Venezuela, is soon ruled by a regime friendly or at least not hostile toward the U.S., that would neutralize two oil exporters...
😬I'm sure this will be fine😬 "Pace of global warming has nearly doubled since 2015, reveals study" https://t.co/YE6o3HghNp https://t.co/iTuNoluzul
With WTI now at $87, the oil price spike is now definitely in the big-enough-to-matter-to-the-US-domestic-economy zone. National average gas price is headed to about $3.80; was just $2.90 at start of Feb. I expect this increase will prove extremely popular.
