800 Oil Tankers Await Hormuz Reopening in Gulf
POV: The 800 oil tankers stuck in the Gulf when the Strait of Hormuz opens up again. https://t.co/jmhUZYYjld
US and Iran Worlds Apart; Iran Insists on Enrichment Rights
The US and Iran "are not even in the same universe" on terms, says @wendyrsherman Iran is clear that it will keep its "right to enrichment" Nothing is going to be resolved in two weeks. https://t.co/AWcU3uMSZJ
Solar Project Abandoned After Missed Start Deadline
Contentious solar project scrapped after work fails to start on time #energysky -- via Renew Economy: https://t.co/wqgJPtE1lm https://t.co/lgGiaLncUS
Markets Price Future, Not Just Current Data
As we navigate the next couple of weeks it’s quite important to delineate in your brain between energy analysts/economists who focus on static known variables vs traders that are focused on market impact and rates of change into the future...
Ceasefire Limits Oil Flow, Iran Holds Economy Hostage
The terms of the ceasefire indicate that the rush will be a trickle of 5 mmb/d @Amena__Bakr Once things start moving as you say. Iran keeps the global economy hostage. Art of the Deal. https://t.co/V5mSMD8qOx
IRGC Slashes Hormuz Flow to a Quarter
15 ships per day thru Hormuz 5 mmb/d of oil (vs 20) 2.5 bcf/d LNG (vs 10) That's a starvation diet. Controlled by the IRGC #LNG #NaturalGas #EnergyMarkets #OilMarkets #Geopolitics https://t.co/ej80nFO2XR
Ceasefire May Reopen Hormuz, 800 Ships Await Release
Shipowners are now scrambling to understand the fine print in a ceasefire that could temporarily open up the Strait of Hormuz 🚢🚢🚢 There are currently more than 800 vessels trapped in the Persian Gulf https://t.co/cDsoyn09pr
Iran's Hormuz Threat Exposes US Weakness, Endangers Taiwan
Nothing has changed with Hormuz @acranberg Iran makes Hormuz too risky for most tankers to use That's fact. What "everyone" says is wishful thinking Back to the status quo wasn't worth depleting US weapons systems Taiwan is a sitting duck now thx to Trump
Hormuz Closure Irreversible: Once Shut, No Reopening
The Strait of Hormuz May have been “shut” like a tap. It cannot be turned back “on” like a tap.
Hormuz Rerouting Offsets Shortfall, yet 13 MMbpd Remains
Flow through the Strait of Hormuz doesn't need to re-reach pre-war levels to normalize global balances thanks to rerouting (and constant Iran flow) But we still have ~13 MMbpd of production shut-in That's how much more we'll need to push through Hormuz...
Oil Prices Dip After US‑Iran Ceasefire News
Please see the CNBC chart below for the initial oil market reaction to the US-Iran ceasefire announcement. #economy #oil #energy #markets
US Small-Scale Solar Sets Record 1.9 GW Q4 2025
US small-scale solar hits record 1.9 GW in Q4 2025 #energysky -- via pv magazine global: https://t.co/OvwLuYKllp https://t.co/ecXbteT5Fz
Whale's Timed 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,...
US‑Israeli Strike Provoked Hormuz Closure, Not Iranian Aggression
Why was the Strait of Hormuz shut down? It’s because Israel & the United States attacked Iran. In the Western media, the story is spun as if Iran initiated the closure. Iran is just counterattacking. The original cause is clearly the US-Israeli attack...
Tomorrow’s Hormuz Tanker Count Cuts Through Market Noise
Let’s see how many tankers cross the Strait of Hormuz tomorrow. Literally everything else is noise.
California Lawmakers Weigh VPPs and Solar Battery Compensation
California legislature considers VPPs and solar-charged battery compensation #energysky -- via Solar Power World: https://t.co/6QpFVGqK9g
Hormuz Ceasefire Permits Mere 10‑15 Ships Daily
From account close to Tehran—not saying it’s correct, but it’s the first real colour we’re getting on what any interim Hormuz reopening during the ceasefire could look like: “During the two-week ceasefire, only about 10 to 15 ships will be permitted...
Coal-to-Liquids Plan: Coalition’s Most Outlandish Energy Idea
Coal to liquids: Coalition’s latest energy brain-fart is their craziest yet, and that takes some doing #energysky -- via Renew Economy: https://t.co/9h52og8eza https://t.co/Y4KAgkWSwk
Crude's 15% Drop Fueled by Emotion, Not Fundamentals
Why has crude crashed almost 15%? Not because of any rational assessment of the normalisation of Hormuz oil flows. That will take time. The knee-jerk sell-off is 💯 driven by pure emotion and sentiment. This is a market that has been desperately...
LNG Ships Stalled; None yet Navigating Hormuz
I'm not seeing any LNG ships moving to go through Hormuz yet 🚢🚢 Those two Qatari LNG ships that had aborted an attempt earlier this week are sitting tight (pic below) But of course it is very early days. It will take...
Spot Brent Lags Futures Yet Set to Drop Quickly
It takes an oil tanker between 2 and 4 days to go from the Persian Gulf to India, which is where the most severe shortfall exists. The spot Brent oil price (white) will be slower to fall than the futures...
Iran, Oman Authorized to Charge Strait of Hormuz Fees
JUST IN: Iran and Oman can now impose fees on ships transiting the Strait of Hormuz under the ceasefire deal, per a regional official.
Iran Holds Strait of Hormuz Despite Trump Cease‑Fire Claim
JUST IN: Iran's regime is persisting with its grip on the Strait of Hormuz despite President Trump's cease-fire announcement.
Strait Reopening Will Eliminate Dark Ship
Heads up that if that Strait *actually* reopens, ships will be crossing with their AIS transponders on so we can cut it with all the contested dark (ie AIS off) transit estimates.
EVs, Renewables Boost Energy Security and Cut Oil Dependence
EVs, renewables and storage not just climate action They’re strategic assets that bolster energy security Charged on Aus solar and wind, EVs reduce oil imports and cut household fuel costs Past scare campaigns on EVs delayed opportunities for Australia to reduce oil dependence...
Iran's Oil Pressure Backfires, Trump Gains From Ceasefire
Iran’s strategy all along has been to impose an unbearable economic cost on the US if Trump continued the war via oil and the closure of the Strait of Hormuz. Now, oil is down ~20% well below $100 a barrel. From...
Oil's Steepest One‑day Drop Since 1991 Gulf War
Excluding Covid, we're looking at the biggest one day plunge in oil since the first Gulf War in 1991 https://t.co/gjT5CUgwkE
WTI Crude Plunges 15% in Two Hours, Unprecedented Move
WTI - US benchmark - crude is down around -15% after the news alone. Outside of the negative oil prices from 2020, I can't find a 2-hour bearish move of that magnitude... https://t.co/4h8brCQFAk
Iran Offers Two‑Week Safe Passage Through Hormuz, Coordination Required
Iran says safe passage via Hormuz is “possible” for two weeks 🚨 … but must be via coordination with Iran's Armed Forces and with due consideration of technical limitations (So far, no loaded LNG tanker has gone through Hormuz in over...
Open Hormuz Strait Triggers Massive Eastward Market Rush
If the Strait of Hormuz is open, get ready to watch for a stampede to the East. https://t.co/3rohg52Jti
Oil Peaked March 9, Now Sliding From $116 to $95
oil traded to $116, now down to $95... but it (still) peaked on March 9th...
Iran Claims Open Strait, Demands Payment; Trump Disagrees
And this is why it’s hard to believe that Iran has agreed to not regulate passage at this point because it’s Irans primary leverage. In Irans eyes the strait IS open—you just have to pay them & the insurance companies....
$2 Million Toll
and the new point of contention? the $2 million+ tolls on traversing the Strait of Hormuz?
Oil Slumps 12% After Trump‑Iran Ceasefire Opens Hormuz
Oil prices plummet 12% (and counting) after Trump agreed to a two-week ceasefire with Iran 🇺🇸 🤝 🇮🇷 The deal is subject to an immediate opening of Hormuz https://t.co/idSwDqTWxx
No One Cares if Oil Passes the Strait
I guess there's zero interest in whether oil is actually going to move through strait unobstructed ...
Ceasefire Triggers Oil and Bond Yield Declines
Two-week ceasefire leads to drops in oil and bond yields. #oil #bonds #economics #mortgagerates #chartdaddy
Fuel Prices Likely to Rise Months Despite Hormuz Reopening
Fuel prices could keep rising for months even if Hormuz reopens, US EIA says https://t.co/4IPPfkJ9X9
South Africa’s ASP Offers US‑backed Gas Alternative to Russia, Qatar
ASP Isotopes to the rescue? $ASPI Strategically positioned in geopolitically neutral South Africa and bolstered by the backing of the U.S. International Development Finance Corporation (DFC), ASP’s Virginia Gas Project - integrated through the Renergen acquisition - stands as a...
Immediate Crude Cargo Prices Hit 2008 Peak
The price of crude cargoes for immediate delivery has soared to its highest level since 2008
Strait Closure Fuels Market Drag; Iran Refuses Leverage Trade‑off
Two points that remain top of mind for me. How do you solve these? 1. Delays that don't open the Strait keeps negative carry on the stock market https://t.co/xqJjSx51rF 2. Iran is not going to open the Strait for a ceasefire and forego...
Brent Oil Awaits Breakout Above $112.1 Amid Sideways Trend
#BrentOil Comp Doji Candle and Sideways. Needs Breakout $112.1. Support $100, $91.8, $84. RSI 69 high but not Overbought. Top Bollinger Band $114.3. Midpoint Line $104.3. Bottom Band $94.4.
Iran's Oil Flow Restored, Excluding Genocide Coalition
Just as Iran was taken out of SWIFT money traffic in 2011, the coalition of genocide has been taken out of HORMUZ Oil traffic. The Strait remains wide open for those nations who PAY and those who are not participating in...
GWP20: Faster Climate Action for Methane Benefits Health
GWP20 for methane greenhouse-gas accounting is good policy in NY State & beyond, as Prof. Bob Howarth and I explain in a response (https://t.co/86Dm2bq6zw) to a recent claim that GWP100 should be used instead Both California and New York...
Today's Brent Mirrors 2014 Levels After Inflation Adjustments
Dated Brent was at ~$105 in April 2014, before the BIG shale-induced rout in crude prices. Adjusting for inflation, that's roughly where we are today. And the Strait of Hormuz remains closed. (Also the lapsed appropriations note at the bottom of the BLS'...
CATL and Envision Unveil Sodium‑Ion BESS at ESIE 2026
CATL, Envision sodium-ion BESS cells among next-gen tech and solutions showcased at Beijing expo ESIE 2026 #energysky -- via Energy Storage News: https://t.co/2tw94NzD0M
PowerBank Secures $1.1M for NY Community Solar
PowerBank announces $1.1M in new funding for New York community solar project #energysky -- via pv magazine usa: https://t.co/QkBi8hbsLD
Oil Benchmark Hits Record, Reflecting Iran War Shortages
A key benchmark for physical oil has surged to its highest level on record, showing that global crude markets are increasingly pricing in supply shortages caused by the Iran war. https://t.co/OCII5LIP6Z https://t.co/V7iFSd47Gu
Newsom's Oil Refinery Regulation Sparks Unexpected Backlash
Gavin Newsom actually regulated oil refiners. And now there's a big backlash against him for doing something good.
Iran's Oil Revenues Soar Amid War-Driven Price Spikes
My view on Iran's surge in revenues since the start of the US-Israeli war on Iran with @CoffeeandaMike: "Since the war started, the Iranians have been shipping a lot more crude out of the Strait of Hormuz, they've been selling at...
Physical Brent Hits $150 Before Options Predict It
While the options market bets on Brent crude futures hitting a record $150 a barrel, in the physical market cargo prices have already got there https://t.co/mfaujswneF