Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
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...
It was a pleasure meeting with His Royal Highness Grand Duke of Luxembourg. We discussed opportunities to collaborate in advancing the global energy transition and accelerating progress toward climate goals. https://t.co/0O1SIM4ZbQ
254 days of reserves don't mean a thing when the pressure hits on day 7. This isn’t a "market adjustment" - it’s a math-driven massacre Fossil fuel reliance is a trap door, and the floor just fell out for half the...
Looking forward to discussing oil with Al Jazeera shortly. 11.30 am Qatar time/ 4.30 pm SGT.
I’m on Bloomberg TV tomorrow at 1pm HKT with the wonderful @JoumannaTV on China, India, Southeast Asia, South Korea, and what the widening conflict in Iran and the Middle East means for the region. Short story - we are buyers...
March 5 (Reuters) - China will push forward early-stage work on the Power of Siberia 2 project, while building the China-Russia Far East natural gas pipeline under its 2026-2030 five-year plan, which was released on Thursday.
Same. I wrote about this past few days for clients because too many are complacent: Hormuz Heightens Risk & My Crude Oil Price Target https://t.co/jNvbWvy4Rt
The latest episode is a solo market update including comments on my visit to Thacker Pass https://t.co/qWVTLZDIai
Solar back at the weekly pivot. If it holds, this setup could radiate. $TAN https://t.co/9PZcJohfMc
This. It is the cost of solar electrons that matter, not the cost of solar panels. And those two costs do not always move in the same direction. Innovation needed (and coming) on form factor, system design and automation.
Yes. If you own tanker stocks it is. Not so much for the rest of the economy.
In case you're not watching today's press conference on the "ratepayer protection pledge," the President said this is why they've convened today:
I know it's only March but if you know anyone in your family is going to be on the naughty list you may want to consider hedging your future coal purchases with a long $COAL position. You're competing against the...
In light of the surge in diesel and oil prices overnight, we have added a new fuel dashboard in SONAR. https://t.co/cAWkSzmzsr
President Trump deployed Interior Secretary Doug Burgum to Venezuela as part of his bid to revive oil & mineral production there. In between conversations with oil and mining executives, Burgum is now meeting w/ interim President Delcy Rodriguez. https://t.co/beZPI3VM4I https://t.co/vc6M08u0pz
Mideastern commodity force majeures beginning to populate my X feed Western company evacuations of Mideastern countries beginning to populate my X feed Western investor consensus still heavily weighted to this being a short conflict. Yet 10y UST yields are only up to 4.08%?...
Can we avoid typical low-price cures toward $40 crude, $3.5 corn in 2026? Bitcoin bear market prove otherwise starts at about $74,000 https://t.co/TATxs2Sdkc
I filed a comment @FERC in a proceeding about PSE&G's transmission rates. In 2024, FERC found that PSE&G provided faulty info to PJM in a process that led PJM to designate PSE&G as developer of a $546M transmission project. FERC decide...
U.S. Gasoline Demand Fell Further amid Long-Term Structural Shift: Plunging Per-Capita Consumption. Even as miles driven rose to a record. https://t.co/8h6llBxdie https://t.co/2aI68HuTGs
EU leaders set to call for measures to lower power prices https://t.co/23kSOba0ij via @E_Krukowska @europressos https://t.co/5KEoG1V75b
Today on Volts: for the next few decades, we'll be in the "mid-transition," with clean energy systems growing as FF systems decline. Those FF systems will not decline smoothly -- there will be thresholds, "cliffs," where they suddenly crumble --...
Japanese scientists build near-white heterojunction solar cell for BIPV applications #energysky -- via pv magazine global: https://t.co/1dx2fKV7Rf https://t.co/FZ34CaIJGY
Australia utility-scale solar and wind hits 5TWh in February 2026, says Rystad Energy #energysky -- via pv-tech: https://t.co/CISL1ziXNm
Washington’s HB 2296 could improve home solar economics, but advocates say recent amendments are cause for concern #energysky -- via pv magazine usa: https://t.co/Gk1kpkblMA
Google to deploy world’s largest iron-air battery for US data center #energysky -- via pv magazine global: https://t.co/tsK8YqzJko
$USOIL - Crude oil is already showing initial signs of topping as it did last June. I can't believe that some people are gullible enough to believe, that empty threats made by Iran about $200 crude oil prices, are actually...
Grid investment is rising fast. BloombergNEF reports record spending in 2025 of 470 to 483 billion US dollars, up 17 percent on 2024. This reflects structural change: more renewables, electrified transport & heating + rising demand from data centres. https://t.co/4l1nzdMy3j
Virginia to utilities: Do more with the existing power grid #energysky -- via Canary Media: https://t.co/zWtmgZDDTa
$50 or $100 Year-End for Brent Crude? It took an unprecedented closure of the Strait of Hormuz to push the front-month Brent crude oil future to extend 2025's high -- now what? December Brent is near $69 and will become front...
Italy’s new energy provisions could boost gas use, undermine renewables and storage competitiveness #energysky -- via pv magazine global: https://t.co/ekdqmPRdKr
"There is little US LNG producers can do to immediately replace lost Qatari cargoes" https://t.co/ZAZe4MzpoI "American export plants are running nearly full tilt with most cargoes locked into long‑term contracts." https://t.co/3nYYZwRyaA
For a few hours yesterday morning, markets looked very scary. Brent was going vertical, USD was rising like crazy and S&P 500 was plummeting. The US calmed things down by promising to insure and escort oil tankers, but one Iranian...
INVESTMENT MANAGERS purchased the equivalent of 12 terawatt-hours (TWh) of futures and options in the European benchmark Dutch TTF contract over the seven days ending on February 27. Nearly all the buying came from repurchases of previous bearish short positions....
This is likely the first time QatarEnergy has ever declared force majeure on LNG shipments 🇶🇦 ⚠️ Qatar made its name as a powerhouse producer that never fails its customers Then an Iranian drone hit
Fertilizer manufacturers in South Asia are beginning to cut output due to an outage at Qatar’s LNG export plant ⚠️ 🇮🇳 Some Indian manufacturers started reducing production at urea plans 🇵🇰 Pakistan’s gas distributor declared FM on to fertiliser plants https://t.co/LUjKJcUg25
Many consider a widespread war in the Middle East the worst-case scenario for the global oil and gas markets. That war is here, and it could have long-lasting impacts on energy and climate policy. This week on Zero, I speak...
coal stocks have all pulled back in recent weeks... i miss the 'ole days and the $KOL but its small exposures via $XME, or the names: $HCC $BTU $AMR
Trump’s Hormuz strategy may raise energy costs as India faces fertilizer and LNG supply risks | Mathrubhumi English https://t.co/BTL63LOcou
@sandy_carter `s POV `Iran War, An Oil Crisis, A Crypto Stress Test, And An AI Reckoning` Oil. Crypto. AI. Most coverage is missing the "Big 3" takeaways: 1️⃣ Crypto’s Dual Identity: It’s a "risk asset" for Western traders but a "survival tool"...
