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
Europe remains one of the economies most exposed to volatility in global energy markets. The EU still depends on imported fossil fuels for close to 60% of its energy needs. Among large economies, only Japan and South Korea have higher levels of energy import dependence. https://t.co/WkLO6CwdWz
EU expands ETS indirect carbon cost compensation to 20 new sectors and raises coverage for eligible industries. https://www.metalnomist.com/2026/03/eu-ets-state-aid-expansion-widens.html
Malaysia should not be one of the weakest links here. It exports gas so higher prices is good for Malaysia, offsetting deficit of oil…
In Asia, Thailand and South Korea have the highest GDP exposure to imported oil & so the violence today in Korea and Thai markets reflects fear how that will play out. Note that this is negative for Asia in general but...
The US just killed Iran's top leaders, but the war isn't ending. The Revolutionary Guard is still fighting, and oil has spiked past $85. 🔒 Members-Only https://t.co/oiXuHGPp3W
The Velocity of Innovation vs. The Stability of Infrastructure - how do you build a resilient operational strategy when the tools you are using today may be obsolete before the concrete on your new substation has even cured? Click NOW...
CHINA’s options to deal with loss of oil supply from Iran and the Middle East: https://t.co/pf8gYZWvxE
While Crude remains more than 10% higher than last Friday's close in two trading sessions, stocks like Exxon $XOM are at lower levels from last Fri close after its steep runup. @IBDinvestors @marketsurge Similar to Gold stocks starting to...
California’s heat pump push faces a big hurdle: high electric bills #energysky -- via Canary Media: https://t.co/XA5b6J2fS6
U.S government sets preliminary countervailing duties on solar imports from India, Indonesia and Laos #energysky -- via pv magazine global: https://t.co/xLDIGb82s4
Solar and storage are central to Trump energy priorities #energysky -- via pv magazine usa: https://t.co/SMzlPkYENu
UK: Grid-forming batteries miss out in system stability tender as synchronous condensers, gas get contracts #energysky -- via Energy Storage News: https://t.co/JKsGGhv9o4
According to @Polymarket, there is a 67% chance that Iran will close the Strait of Hormuz by March 31. The probability has SOARED in the last few hours. 20% OF THE WORLD’S OIL, AND ~40% OF CHINA’S OIL, FLOWS THROUGH THE...
Community solar expansion legislation sent to Virginia governor #energysky -- via Solar Power World: https://t.co/OZTLKHxHWX
People on the move: Arevon, GS Power, and more #energysky -- via pv magazine usa: https://t.co/gdSh6VDBRG https://t.co/KkFhvwvKUl
Can offshore data centers save offshore wind? Maybe we go offshore before we go to space. https://t.co/QAJ2RJG6Od
The U.S. is stepping back from global climate policies at the very moment the global clean energy transition is accelerating. Christiana Figueres, former UN climate leader and architect of the Paris Agreement, explains why this attempt to double down on fossil...
The Real Villains in North America's Low EV Sales? Legacy Automakers Max Fawcett and I discuss his column, "Canada's big bet on EVs can still pay off." We may or may not have discussed EVs' impact on the future of Alberta oil. #ableg...
My friend and renowned oil expert Javier Blas has it right. ONE OF THE COSTS OF THE NETANYAHU-TRUMP WAR ON IRAN = A GAS PRICE SURGE. https://t.co/cnsDUpCpbY
Gasoline prices... remember the March-April RBOB contract roll was +25 cents on its own https://t.co/WAOPFvCQdz
Meanwhile, in the Mediterranean, a Russian LNG tankers exploded. I mean what other SHIP can happen?
We are nearing oil's most bullish time of year. $CL_F $USO $WTIC More from me on @stockcharts: https://t.co/2c4CuouCWe https://t.co/o1k2jBw7MM
December 2026 Brent crude oil is down on the day. It will near top step by the Midterms. Higher or lower by then? My bias is lower https://t.co/bu6WD5MAw6
Is the oil market too complacent right now? New @axios piece explores the question. #OOTT #energy (1/2)
The Gulf states are rapidly running out of interceptors. They have already burned through more than half their stockpile trying to stop low-cost Shahed drones, and soon they may have to ignore drones entirely to conserve missiles for ballistic threats. That...
According to EIA’s 2025 Annual Energy Outlook (LCOE for plants entering service in 2030, without tax credits): Onshore wind: ~$40–$60 per MWh Utility-scale solar PV: ~$35–$50 per MWh Natural gas: ~$75–$100 per MWh Coal (new build): ~$60–$90 per MWh Cents per kilowatt-hour: Wind and solar: roughly...
I was on @Marketplace with Kai Ryssdal yesterday to discuss fallout from the spike in oil prices for the global economy and what this means for US reserve currency status. We're getting a risk-off Dollar rally now, but medium-term this...
This chart shows Energy’s weight in the S&P 500 over time in two dimensions: * Blue line = Energy’s market cap share * Red line = Energy’s forward earnings share Current readings (Mar 2): * Market cap share ≈ 3.4% * Forward earnings share ≈...
Gulf Arab States Under Pressure As Iranian Attacks Grind On Energy infrastructure and ports around the Gulf are increasingly on the receiving end of Iranian drones and missiles. Live updating: https://t.co/SSyRW1QGcb
Updated chart of our 1-variable stock market. This is how markets behave during exogenous shocks - stocks need oil to peak. Aftermath eco forecasts rarely matter. Same thing happened last year, but with trade uncertainty. Need something to the...
European natural gas is trading at >5x US natural gas prices. Last time this was the case was August 2024. $EQT $AR $RRC $CRK $CNX $EXE https://t.co/f1wU8S3w6b
Such a pleasure joining @EIB for this year's #EIBForum. Together with EIB's VP Ambroise Fayolle, @AfDBPresident and @bertrandpiccard, we discussed how to accelerate the green transition thus reinforcing industrial resilience, driving innovation and ensuring sustainable growth. https://t.co/MsNKt7m58K
During cold February weather, NY ISO had about the same number of forced outages that it had in previous years. But managing them was harder. As one stakeholder put it: "...while the number of forced outages might be roughly on par...
China won the mineral war. Two new books show how the West let it happen Read more here: https://t.co/9ofBAHFGLx https://t.co/Qa5SYQX6Dg
Asia is weak, oil is ripping, we're in a fast market right now on The Morning Show https://t.co/jn2RN28AFk
How much might SAF add to airline passenger ticket flights? We crunch the numbers #avgeek #RAeSCommercialAviationSummit #RAeSCivilAviationWeek https://t.co/xzQcwe0vS3 https://t.co/855NGDNbgM
📌 A reminder: Most of the gas Europe imports is used for heat - to warm our buildings and to provide process heat in industry. Only around 20% of gas is used to generate electricity. https://t.co/31yV3zzXKL
The Brent oil price is now up a stunning 14% from Friday and we're starting to see disorderly strengthening in the Dollar as the global risk-off builds. Even gold is down versus the Dollar at this point. This is a...
Ukraine is under pressure to let the EU inspect a damaged pipeline carrying Russian oil to Hungary and Slovakia, as the pro-Kremlin countries accuse Kyiv of overstating the impact of a Russian attack. https://t.co/FChmxjyqus
Middle East ports operational update: Tuesday March 3: No internationally recognised legal closure of the Strait of Hormuz https://t.co/iXWbXlmInn
What level does crude have to trade below for SPX to go green on the day
Here is the latest 7-day rolling number from the Strait of Hormuz. Impacted? Yes. Closed? No. https://t.co/paTmzStHh6
Gas loadings continue in Iran despite Hormuz halt ▶️At least three gas carriers seen in Iranian LPG terminals on Monday ▶️An IRGC commander reportedly threatened in a televised speech to ‘set fire’ to ships passing the Strait of Hormuz ▶️LPG shadow fleet gas...
Efficacy of such a move @chigrl ? Aramco Explores Plan to Export Oil Via Red Sea to Avoid Hormuz The world’s biggest oil exporter has a 5M barrel-a-day pipeline that runs across the country which can transport oil from fields in the...
Crude Oil prices are at about the mid-point of a 20-year range $150 Crude is NOT NOT out of the question for 2026 With Gavin in power in California, $10 per gal gas is within sight All for homeless tents under every bridge...
Everyone assuming the Oil move is inflationary. An Oil spike historically more often than not precedes equity tail events and economic recessions. Why? Speed of Oil move is deflationary shock.
Energy crunch risks the BOE missing its inflation target for another year https://t.co/FWCJnvjnZJ via @tomelleryrees https://t.co/zZtUBjDKCz
EUROPE has depleted its gas inventories faster than average this winter in the expectation there would plenty of LNG to refill them over the coming summer. EU storage sites are on average just 30% full down from more than 82%...
Looking forward to speaking at @_InterBattery in Seoul next week 🇰🇷. Will present CES data on the real lifecycle of batteries🔋♻️– and what it means for carbon footprint, residual value, and the future supply of recycled materials. Reach out if attending and...
From mini-grids in Nigeria to grid upgrades in Zambia #Mission300 is delivering results across #Africa to reach our goal of connecting 300M people to electricity by 2030. Mission 300 is #PoweringAfrica and we’ve already helped connect nearly 39 million. https://t.co/YG3s3MHusm https://t.co/0DjS3v3XTI
