Hail‑Ready Solar Projects Earn Lower Insurance Premiums
kWh Analytics to reward hail-ready solar projects with lower insurance costs #energysky -- via Solar Power World: https://t.co/J1dOJ4DGwt
Oil Shock Dampened: Prices Below Peaks, Economy Decouples
So far this oil shock is not quite at the level of previous shocks. 1. Inflation adjusted, prices still aren't at their highest 2. The world's economy is less coupled to oil than in years past.
Trump Admin Warned of $200 Oil, Brent Hits $144
Two weeks ago, we scooped that the Trump administration was modeling the impact of oil prices reaching as high as $200 a barrel due to the #IranWar. Dated Brent oil just hit a record about $144...
Consumers Face up to $420 Electricity Price Gap
Bill shock: The up to $420 price gap between “median” electricity plans and lowest deals on offer #energysky -- via Renew Economy: https://t.co/sAmvh3Vg1x https://t.co/netLpw5rGJ
Inflation‑Adjusted Six‑Month Futures Spread Near Record
"After adjusting for inflation, the six-month futures spread is on course to exceed the previous record set in October 1990, after Iraq’s invasion of Kuwait and as the United States and its allies massed forces in the Gulf." @JKempEnergy https://t.co/26TVbx2H9d
General Caine Warns Iran Could Block Vital Hormuz Strait
MUST READ: “General Caine […] also flagged the enormous difficulty of securing the Strait of Hormuz and the risks of Iran blocking it. Mr. Trump had dismissed that possibility on the assumption that the regime would capitulate before it came...
Analyzing Iran Conflict: Trajectories, Risks, Global Impact
Five Weeks of Conflict with Iran: Trajectories, Risks, and Global Implications https://t.co/hcY0oGq0xK Thursday 9 April 11-12 EDT - Register here @ColumbiaUEnergy
WTI‑Brent Spread Hits Near‑record $5.83, Volatility Spikes
The US benchmark crude (WTI) premium to the UK grade (Brent) has extended as high as $5.83 today. Only two other times in history has the spread shot this high. Implied volatility (OVX) has only been higher when crude oil (futures) prices...
Optimism, Caution, and Grid Fees Highlight BBDF 2026
BBDF 2026 opening session: optimism, caution, and grid fees #energysky -- via pv magazine global: https://t.co/n8NFNOWQpU
Canada Shines for Oil Producer Ownership Amid Margin Dislocation
If you want to own oil producers, Canada stands out, says @ericnuttall Balance sheets are the strongest in decades, Refined product markets will take years to normalize. That margin dislocation favors integrated players. #Energy #OilMarkets #Refining
WTI Crude May Form Inverse Head‑Shoulders, Target $215
monthly chart of WTI Crude shows a possible Inverse Head and Shoulders set up. Would give a price objective to at least $215 $USO https://t.co/raglfVTyiX
Early Ceasefire Needed
“5/15..the [oil] storage..deficit becomes mathematically irreversible for winter 26/27... rationing...” “On 4/28,..spring nitrogen application window closes. No ceasefire..after..can restore '26 crop yields.” “ceasefire by 4/14..constitutes cascade deceleration [not recovery].“
Trump Admin Stalls $5.9B Citgo Takeover over Risk
EXCLUSIVE: A $5.9 billion deal for control of #Venezuela’s Citgo by a group affiliated with hedge fund Elliott has gotten bogged down amid Trump administration concerns over the price and political risk. @jendlouhyhc @NicolleYapur @GaripPatricia https://t.co/hnSAqgLCpt
Build Global Energy Corridors to Bypass Hormuz, Says Hochstein
".... The only long-term solution is new infrastructure—making a massive, internationally coordinated investment in energy corridors that bypass the Strait of Hormuz entirely... " -- @amoshochstein https://t.co/hvu4ACTwok
Impending Bahrain Conflict Could Trigger Oil Market Catastrophe
I sat down with @JoshYoung, CIO of Bison Interests - the fund that returned 349% in a single year on oil. He told me this war is far from over. And the real crisis hasn't even started. "I don't think the market...
Salt Caverns Offer Viable Hydrogen Storage Solution
Storing hydrogen is a major problem that we need to solve to address the world's energy issues. For IMechE, I explored one solution - salt caverns https://t.co/xtIaZAtFJx
Assessing Nuclear Energy’s Scale and Timeline at ARPA‑E
Nuclear energy is a hot topic. But can it scale? If so, how much and by when? Those are the issues I’ll be focusing on today at the ARPA-E conference in San Diego. #nuclear #alternativeenergy https://t.co/e5GokospMI
Futures
The oil futures market continues to price a big TACO. Physical oil quotes are sky high, but futures imply a significant improvement in supply in a few weeks. If the market moves to priced a much longer disruption — and see below...
TerraSpark, Dcubed to Test Space Solar on 2027 SpaceX Mission
TerraSpark, Dcubed to test space solar on SpaceX 2027 mission #energysky -- via pv magazine global: https://t.co/7bJQOviMER
EIA Predicts Prolonged Persian Gulf Crude Production Disruption
The US Energy Information Administration (@EIAgov) is now forecasting a rather long disruption to crude oil production in the Persian Gulf. (Note this is wellhead production rather than flows via Strait of Hormuz. It doesn't appear to include natural gas liquids,...
Brent Futures Hit Record Backwardation Amid US‑Iran Tensions
Brent (physical and futures) still pricing for a short war Brent prices have surged into a record backwardation as the United States and Iran threaten to escalate their conflict by attacking energy infrastructure on both sides of the Persian Gulf. In the...
South Korea Targets 100GW Renewables by 2030
South Korea to almost triple renewable energy capacity to 100GW by 2030 #energysky -- via pv-tech: https://t.co/thORuBksig
Iran Breaches Saudi Missile Defense, Threatens 7 M Bpd Output
Iran has successfully penetrated Saudi Arabia's missile defense systems. The strikes caused major damage to energy infrastructure, & those bypass options just went out the window. If strikes continue, nearly ~7 million barrels per day could go offline for years. #crude...
Prediction Markets See 75% Chance Oil >$130, Equities Possibly Mispriced
Wait - Prediction markets are pricing a 75% chance of oil $130+ by the end of the year, and a coin flip it's $150+? I feel like if that's true, equities are not correctly priced... https://t.co/GkFbvHEOZp
Solar‑plus‑storage Can Supply 90% of India's Electricity
Solar-plus-storage could meet 90% of India’s power demand – Ember #energysky -- via pv-tech: https://t.co/IMEg4Tr5rK
Math Joins Trump's Scheme to Seize Iran's Oil
Mr. Arithmetic decided to help Donald Trump on his plan to take Iran's oil https://t.co/s6Rgop3tz8
Houthis Threaten Bab El‑Mandeb Closure, Risk Oil Price Surge
The Houthis attempting to close the Bab el-Mandeb strait by again turning it into a shooting gallery would be a massive problem and would send oil prices into orbit. Saudis are moving their oil to Asia via the Red Sea...
Oil Price Hikes Supercharge Devon Energy’s Cash Flow
When oil rises, shale cash flow doesn’t just grow — it accelerates. 👇 $DVN Devon Energy 851k boe/d with $1.5B quarterly operating cash flow. Capex already normalized for flat growth, so upside flows directly to FCF. Variable dividend model amplifies returns. Trades...
German Rooftop PV Tender Undersubscribed Despite Stable Prices
German rooftop PV tender undersubscribed as prices hold #energysky -- via pv magazine global: https://t.co/hXVT3aGM0P
PV‑Hydro Storage Could Drop to $0.022/kWh LCOE
PV-driven hydraulic hydro storage may hit $0.022/kWh LCOE in the U.S. #energysky -- via pv magazine usa: https://t.co/qGvRRcDfXZ
May WTI Crude Surges to New High, Up 20%
May WTI crude oil futures are now at a new high and up 20% from Friday's low. https://t.co/rqftGvnrgP
Wells Fargo Predicts Swift Strait of Hormuz Reopening
They are drunk in fantasyland over at WFG: "The team at the Wells Fargo Investment Institute has a base case that sees a reopening of the Strait of Hormuz occur relatively soon, as well as limited damage to Middle Eastern...
Bluetti Unveils 13 kWh EnergyPro Storage System in U.S.
Bluetti launches new EnergyPro 13K energy storage system in the U.S. #energysky -- via pv magazine usa: https://t.co/ockkQGrxOp
US Attacks on Iran's Power Grid Trigger Humanitarian Disaster
What will happen if the US destroys Iran’s power plants? I asked @perplexity_ai @GeminiApp & @grok to predict what Tehran will look like a week after. The short answer: a humanitarian disaster. Here are the results. (link is below). https://t.co/b5OSSTTFUV
Australian Solar Output Falls 24% with Autumn Transition
NEM Data Spotlight: Australia’s solar generation drops 24% as autumn transition erodes summer records #energysky -- via pv-tech: https://t.co/5B2Awsm57Q
NSW Approves 1.5 GWh Solar‑Plus‑Storage Project
NSW IPC approves 1.5GWh solar-plus-storage project in Australia #energysky -- via Energy Storage News: https://t.co/dRvdeAlWEM
Lebanon's Grid Collapse Fuels Solar Boom
Lebanon is one of the most surprising clean energy stories in the world. Solar went from <1% of electricity in 2020 to nearly 30% by 2024. Not because of policy - because the state grid collapsed and people installed rooftop solar out...
ECB Vice Chair’s Decarbonization Push Looks Futile
ECB vice chair taking time out of his day to write about decarbonization sorry europe, you’re never gonna make it https://t.co/DDnNTorRwy
Hungary Still Relies on Russian Oil, Unlike Europe
Hungary imports about 90% of its oil from Russia. I can think of at least ONE reason why other European nations no longer do the same...
IEA: Hormuz Blockade Crisis Exceeds All Past Oil Shocks
PARIS, April 7 (Reuters) - The current oil and gas crisis triggered by the blockade of the Strait of Hormuz is "more serious than the ones in 1973, 1979 and 2022 together", Fatih Birol, the head of the International Energy...
US-to-Asia Oil Shipping Costs Hit Record Highs
The cost of shipping oil from the United States to Asia by sea is hitting record highs. https://t.co/c8BCdLPsi8
U.S. Industry’s Shift to Natural Gas Cuts Global Price Exposure
The US was far more reliant upon petroleum in the 1970's for industrial fuel and products than we are today, compounding the price shocks of the embargo. Natural gas is more prevalent for industry today and US natgas prices are...
Dark Shipping Boosts Hormuz Oil Flow to 12 Mb/D
Oil tanker traffic through the Strait of Hormuz is up. You don't see that in publicly available data like these from Bloomberg, because ships now transiting are travelling "dark." I'd say we're now at 12 mb/d out of the Persian...
India Leverages Thorium to Outlast Global Uranium Limits
India has ~2% of global uranium but ~25% of thorium. What was once a weakness became a strategy. In the 1950s, Homi Bhabha designed a 3-stage program: • Uranium → Plutonium • Plutonium → Breeds more fuel • Thorium → U-233 India holds ~846,000 tonnes of...
China's Fuel Export Ban Threatens Australia's Jet Fuel Supply
Note that the Chinese readout doesn't mention energy security at all. Elephant in the room is China's fuel export ban. Australia imported a third of its jet fuel from China last year.
Brent Bulls Bet on Escalation, Buying 22M Barrels
Brent bulls focus on escalation not mediation Investors remain exceptionally bullish about the outlook for Brent as prices grind higher and the United States and Iran show no indication of ending the conflict that has slowed exports from the Persian Gulf...
Boost SPR Now to Hedge Future Conflict‑Driven Oil Spikes
The Strategic Petroleum Reserve (SPR) Approximate capacity 714M barrels Current Status 415M barrels Just a thought, next time military actions might have consequences that may disrupt or otherwise cause the prices of Crude, fuel, gas to spike, you should increase the SPR...
CATL Panics as Lepidolite and Sodium‑ion Fail
As I said on the last podcast episode, @catl_official is in a mild panic about their #lithium vulnerability. Lepidolite & sodium-ion announcements didn’t get the job done. https://t.co/wzVN70Tt6r
Australian Coal Prices Surge 30% as Asia Shifts From Gas
AUSTRALIA’s coal export prices have risen by around 25-30% compared with the start of the year. Front-month Newcastle coal futures have averaged $137 per tonne so far in April up from $108 in January. Electricity generators across South and East...
UK BEV Sales Surge 24% as Petrol
UK BEV sales jump 24% year-on-year in March 2026, the first full month since US/Israel attacks on Iran +47% PHEV in March (+47 YTD) +22% BEV (+15 YTD) +7% hybrid (+6) -6% diesel (-10) -11% petrol (-4) Petrol/diesel have lost 5 points of mkt share in...