Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The Straight of Hormuz, which is a key shipping lane for the world's oil, fertilizer and other products, is effectively shut. Charts from @bloomberg: https://t.co/zunbN3eO7G
#HSP selling a 2nd tranche of its renewable energy land portfolio for £6.8m, at 6% uplift to independent valuation. ShareScope has fwd p/e 12.4 falling to 12.2 and fwd Divvy 5.1% rising to 5.2%; nice income. I don't hold.
What will be impact of the conflict in the Middle East be on energy bills? What can we do to avoid being so exposed to international fossil fuel price volatility? I was asked these and other questions by LBC News....
The US is temporarily easing sanctions on Russian oil sales to India to address supply shortages and reduce the impact of the surge in prices in the wake of US and Israeli attacks on Iran. The decision to ease sanctions...
China is on track to surpass the US to have the world’s largest nuclear power capacity by 2032, according to a Bloomberg News analysis 🇨🇳☢️ Thanks to decades of making nuclear a priority (plus helpful regulation and financing support) China builds...
Heat pump sales rose 11% in 2025 across 16 European countries, with 2.63 million units sold. Twelve countries saw growth, largely where subsidy schemes were stabilised and electricity costs addressed. Policy certainty and energy levies & taxation are proving decisive. https://t.co/hvp6WLgpb3
Crude's reaction to the one-month, conditional US "waiver" on Indian purchases of Russian oil says it all. Brent is not even 1% lower Friday afternoon in Asia, after settling at a 20-month high above $85. @VandaInsights' first Executive Briefing Note of...
China lithium prices tumble as weak EV sales, Middle East war cloud demand outlook https://t.co/8TqB23mggy
Forrest says AI the stuff of nightmares, but also critical to Fortescue’s push to real zero #energysky -- via Renew Economy: https://t.co/CtSKQsQa1P https://t.co/B2sbBHDjw9
"We are in the first phase of a great rotation away from the US FANG+ and related stocks, semiconductor, and AI software companies towards oil & gas, utilities, emerging market, and resource stocks, and Treasury bonds." - Marc Faber
There is a caveat to the Russia oil waiver for India — “loaded on vessels as of March 5”. The Department of the Treasury's Office of Foreign Assets Control (OFAC) is issuing Russia-related General License 133, "Authorizing the Delivery and Sale...
Morocco installs 204 MW of utility-scale solar in 2025 #energysky -- via pv magazine global: https://t.co/souUIR1saG
This will help. But crucial to understand: India’s total crude imports are ~5.5 mil b/d. This is a minor offset to 20 mil b/d locked out of the market. Washington appears set on offering a drip-feed of relief to a major oil...
Trump’s Renewables Permitting Thaw Is Also a Legal Strategy #energysky -- via Heatmap News https://t.co/k898YBqsSa https://t.co/vc4PSNU4wn
How Australia can turn the data centre boom into a grid growth story #energysky -- via Energy Storage News: https://t.co/7pJu7VC6tB
#WhosNext? Oil and gas workers? #Automation means the industry doesn't employ as many people as it used to. #AV #Robotics #RPA https://t.co/7icqDY8Mvf
There are other CNRL projects that have material carbon pricing liabilities, including at Jackfish and Primrose. The mines don't have that issue.
New solar tracking strategies aim to maximize crop yield in agrivoltaics #energysky -- via pv magazine global: https://t.co/XYthEuKWUC
I'm sure Pierre checked whether this project made money or paid money under the industrial carbon pricing regime, right?
Why the Middle East crisis could prompt a doubling down on solar #energysky -- via pv-tech: https://t.co/6ieL0gTNmJ
Boom is building a 200,000sqft factory in Denver where we will build 1-2GW/year of turbines from raw materials. First equipment arrived today. https://t.co/HijqLgjsBL
They physically cannot restart everything by March 9–apparently full capacity probably can’t be restored for a month.
Is the market operator’s next energy transition plan already out of date? #energysky -- via Renew Economy: https://t.co/onnOaC55j4 https://t.co/KQEdqiJe4m
The Iran War - Day 6: Energy Disruption, Regime Fragmentation, and Ukraine You are watching a full preview of Peter's coverage of the Iran War. Join our Analyst Tier on Patreon to access daily videos and analysis of...
New Jersey expands state community solar program by 3 GW #energysky -- via Solar Power World: https://t.co/afe46RjClj
"I know I said last April that 'as the debtor country, America has all the leverage v. China'...& I know we are actively trying to choke out both you AND Russia...but could you buy less oil from Russia & more...
The Middle East conflict is stress testing global energy. Bloomberg sees oil at $108 in a severe escalation. We have seen this before. The difference now is that solar and batteries are more cost competitive. Every fossil fuel spike strengthens the...
Why Are There No Ships in the Strait of Hormuz | March 5, 2026, Update Video: https://t.co/tcPFyfGeV8 https://t.co/Wgk4B6EEIp
Tesla Secures FCC Approval for Ultra-Wideband #Wireless #EV Charging by @IntEngineering #Innovation #EmergingTech #Tech #Technology https://t.co/UWndlAbFZ1
Fluence completes ahead-of-schedule delivery of all enclosures to 600MWh BESS in Australia #energysky -- via Energy Storage News: https://t.co/jqxtRVrdmj
Macro: coal demand bifurcates—metallurgical firm, thermal pressured. Key factors: Warrior Met's Q4 strength; Peabody's diversified mix. Risks: regulation, China slowdown. Trade: Buy Warrior Met on pullback. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Oil prices are surging, but inflation expectations aren't moving. Bond markets still pricing in a world that may no longer exist. 🔒 Members-Only https://t.co/6C4VK744Ql
Jim Cramer says the oil market is signaling the Iran war won't spiral, and that's bullish for stocks, per CNBC 🤦🏻♂️
NEW ANALYSIS: UK emissions fell 2.4% in 2025 as coal fell to a 400-year low. Incredibly, we used less coal last year than than in 1600, when Queen Elizabeth I was on the throne and Shakespeare was writing Hamlet. All the...
Who knows whether its valid or not, but the oil curve is fading the Iran war so far and seems to think this wraps up pretty quickly. No idea whether that's valid pricing or not but does increase the tension...
On The Climate Brink, my latest post is on what the war in Iran tells us about the hidden costs of fossil fuels https://www.theclimatebrink.com/p/the-war-in-iran-shows-us-another
"OUR newfound oil in Venezuela" Also, President Trump very clearly calling for taxpayers to subsidize the global oil and gas industry by providing insurance, financial support, security escorts, etc. Fascinating.
Twelve months ago, I re-launched my newsletter as a subscription service to provide high-quality, affordable and objective research focused on energy issues. I have always been convinced high-quality research and analysis are essential for effective decision-making. The past year has confirmed...
September 2, 2025: Russia and China sign major new gas pipeline deal March 4, 2026: Putin says Russia may halt gas supplies to Europe https://t.co/kEjAnIqyrP
China’s lithium supply dominance is hardly being “locked in.” Over the next decade their #1 position over demand will remain but their control over supply will diminish as assets in North America and non Chinese owned assets in South America...
Diesel prices keep surging +$.40/gallon since start of the conflict That is roughly $.06/mile https://t.co/U2lHk2MBhe
Bloom Energy $BE gets an additional $500M contract from IDF (Infrastructure Development Fund. Industrial Development Funding (IDF) is expanding its collaboration with Bloom and is now funding over $650 million of Bloom fuel-cell Energy Servers across three portfolios in...
1. My latest FDD is out today and it looks at ethanol production profits for 2025. This is usually a pretty straightforward exercise using a model I have long used. Not so in 2025 due to something...
South Korea. Supply of LNG at critical. Impact on people and manufacturing. The regional Middle East war is becoming a global supply chain risk.
Past fossil-fuel price spikes left import-dependent countries with two options: pay up or cut fuel use. Now there is an alternative in solar and batteries. I looked at recent examples in Europe, Pakistan and Cuba to glean what might happen...
Glad to see a recognition that batteries and grid enhancing technologies can integrate 100GW of new data centers at 90% less cost than business-as-usual. https://t.co/H1IIqfo7u3
Peak Energy Price Inklings in 1Q? Midterms in 4Q a Top Test - The leader of the world's largest energy producer -- and net crude oil and natural gas exporter -- wants lower prices, and elections are in November. The...
BASRA, Iraq, March 5 (Reuters) - An Iranian remote controlled boat laden with explosives was used on Thursday to target and damage the Bahamas flagged crude oil tanker Sonangol Namibe anchored in Iraqi waters, according to initial assessments from two...
$2 Natural Gas Support vs. $5 Resistance - The inability of the front US natural gas future to stay above $5 per million British thermal units may be emphasized by the price just below $3 on March 4 despite a...
BRENT futures have surged into a severe backwardation as the closure of the Strait of Hormuz threatens to create an acute shortage of barrels. The six-month calendar spread has soared into a backwardation of almost $11 per barrel from less...
