Design for Decades: Ensure Solar Project Longevity
Designing for decades: Tips for long-term solar project success #energysky -- via Solar Power World: https://t.co/XUkwZBzW1C
Testing Confirms 23-Year-Old Solar Modules Viable Again
Extensive testing validates reuse of 23-year-old second-life polycrystalline solar modules #energysky -- via pv magazine global: https://t.co/BZkqSLR2WW
Tesla Business Superchargers Expand with Discounted V3s in Kansas
"It was some of the last V3s being sold at a discount to move stock." Tesla Supercharger for Business grows with rare V3 site in Belleville, Kansas Read on EVwire: https://t.co/e5hIoqYGOZ by @ResidentSponge
US Energy Independence Is a Myth Amid Global Shocks
Just read a wild JPMorgan note on the current energy + war situation. Here are the spiciest takes 🧵 “US energy independence” is basically a myth. Even as a net exporter, the US is still getting hit by global price shocks—sometimes worse...
Hormuz Oil Flows Remain Severely Reduced, Markets Underestimate Recovery
Hormuz flows aren't coming back to normal despite what you hear, says @CroftHelima Transit will be a fraction of pre-war levels because Iran’s leverage depends on keeping energy markets tight. And even after a deal, the road back is long. Markets are...
Load Growth Can Both Raise and Lower Rates
And as LBNL's new slide deck explains with this simple graphic, "Load Growth" can increase or decrease rates. https://t.co/8ToE41qB6C
Iran Rejects Peace Proposal; Video Highlights Core Issues
Hormuz Watch - Iran just rejected the peace proposal, but this video still lays out the issues at hand. #oatt https://t.co/0psvZMn12p
Currie Calls Iran War Oil Shock Unprecedented, Like 1973+1979
Distinguished economist & commodity market guru Jeff Currie on the OIL SHOCK caused by Trump & Netanyahu's war in Iran: "It is the largest shock the oil markets have ever seen in their history... [It is] the culmination of ‘73 and...
Exports Lag Production; Inventory Loads Faster than Restart
Keep in mind that exports ≠ production. Production was shut in because after they stopped loading new tankers inventory capacity was rapidly exhausted—they'll be able to load tankers from that same inventory much sooner than they'll be ablet to get field...
Trump’s Strait Deadline Passes as Iran Rejects Ceasefire
So we are theoretically at President Trump's deadline to reopen the Strait and Iran has rejected the ceasefire proposal. I guess we wait for a social post from the President or some headlines speaking to an escalation...
China Logs Massive 2025 Crude Stockpile Surge
JUST IN: China recorded one of the largest ever increases in crude oil stockpiles in 2025
Australian Thermal Storage Firm Raises $40M to Replace Boilers
Australian thermal storage company secures $40 million to help replace fossil fuel boilers #energysky -- via Renew Economy: https://t.co/u0Z9iictxs https://t.co/hetKK3O4ew
Highland School Becomes First Passivhaus, Cuts Energy Use
Tain Primary School - "The campus is the first school in the Highlands to achieve the Passivhaus standard, which focuses on reducing energy use while maintaining a consistent indoor environment." #passivhaus #passivehouse https://t.co/JrrmNMu0Gv https://t.co/88ZObbz52y
Israel Strikes Iran's Asaluyeh Petrochemical Complex, Spares Gas Field
Israel appears to have attacked again the petrochemical plants connected to the South Pars gas project (but not the gas field itself or any of its immediate processing facilities). Israel said its military hit Iran's largest petrochemical facility, located in Asaluyeh.
Swift Current and Greenskies Lead Renewable Energy Expansion
People on the move: Swift Current Energy, Greenskies, and more #energysky -- via pv magazine usa: https://t.co/UgAckra3MG https://t.co/Cl1SnCvJTN
Chemical Engineers Drive Solar Innovation Behind the Scenes
Why Chemical and Materials Science Engineers Are the Unsung Heroes of Solar Innovation #energysky -- via pv magazine usa: https://t.co/YMAo2vhfN9 https://t.co/z0Ek7fopFP
Demand Will Collapse Once Inventories Exhausted, Prices Surge
Distinguished economist & commodity market guru Jeff Currie on oil supply and demand: "Once we exhaust our ability to draw down inventories [in] mid to late April... demand has to come crashing down in line with supply. The key question is...
US Oil Rigs Remain Low, Drillers Hold Back
US oil drillers still taking a wait and see before ramping up production. The crude oil rig count as of 4/2, https://t.co/IvRtZBdk40
Ceasefire Stalled: US Wants Open Strait, Iran Opposes
Okay, so here’s how how the ceasefire cookie crumbles: - A ceasefire without the reopening of the Strait of Hormuz will likely be unacceptable to the US. - A ceasefire with a reopening will likely be unacceptable to Iran. Iran appears serious...
US Gas Hits $4.12, 38% 5‑Week Surge
Gas prices in the US have moved up to $4.12 per gallon, their highest level since August 2022. The 38% spike over the last 5 weeks ($2.98/gallon to $4.12/gallon) is the biggest we've seen in the past 30 years. Video: https://t.co/e3t0Md56BN
Ukraine Strikes Novorossiysk Port, Damages Caspian Pipeline Mooring
MOSCOW, April 6 (Reuters) - Russia's defence ministry said on Monday that Ukraine attacked facilities at the maritime transhipment complex in the port of Novorossiysk overnight, damaging a mooring point for the Caspian Pipeline Consortium.
Illinois' Community Solar Model Sets New Industry Standard
How a community solar breakthrough took shape in Illinois #energysky -- via Canary Media: https://t.co/IV2M0ClyN1
Israel Disables Iran's Key Petrochemical Hub, Crippling Exports
💥 MAJOR STRIKE ON IRAN Israel just hit Iran’s South Pars petrochemical facility in Asaluyeh. Israeli Defense Minister says 2 key facilities, responsible for 85% of Iran’s petrochemical exports are now disabled. This is Iran’s most important industrial and energy hub. It sits...
Tech Giants Turning Gas Into Emissions Highway
This Meta data center will emit more CO2 per year than its entire global footprint in 2024. Gas is no longer a bridge. It is a highway these tech companies are actively constructing.
SmartFlower Tracks Sun to Maximize Energy Yield
SmartFlower Solar System Maximizes Energy Yield Through Continuous Sun by @smartflower_sol #Sustainability #RenewableEnergy #CleanEnergy https://t.co/zK5FLlxkZB
Ceasefire Triggers Oil Drop, Dollar Decline, EM Rally
A ceasefire is coming. Two things will get repriced quickly when that happens. Oil futures will tumble and the Dollar will fall sharply. The latter is up on safe haven inflows to the US. All those inflows will unwind very...
Saudi Oil Price Surge Signals Phase Three Economic Fallout
From the Bloomberg article on “Saudi Arabia rais[ing] the price of its main oil grade to Asia to a record high premium.” This price development coincides with more Asian governments worrying about physical energy supplies—marking part of what I’ve termed "Phase...
Vessel Flow, Not Scarcity, Drives Gulf Oil Dynamics
Oil or vessel scarcity is a relatively minor factor compared with vessel flow @miltradechain Floating storage is irrelevant if there’s no exit from the Persian Gulf
US Hormuz Deadline Extended, Markets Shift to Dollar, Oil
Cease-Fire Hopes Blunt US Ultimatum: The US deadline on Tehran for re-opening the Strait of Hormuz has subtly shifted until tomorrow. The holiday-thinned market initially bought dollars and oil and took risk off in response to the continued attacks and…...
Higher Oil Prices Mask Saudi’s Net Loss
Do NOT be fooled by those calculations. They are statistically biased and ignore many factors. The net is a loss. Will cover the details in today's Daily Energy Report. https://t.co/pVftS4kIhA
Hormuz Remains Open, 20 MMB/D Flow Despite Slogans
That’s an absurd, reductive comment @DaddyEtienne Hormuz is open when 20 mmb/d of petroleum is in transit. Reductive slogans are not appreciated here
Saudi Raises Oil Price to $19.5, Asia Inflation Spikes
🚨 JUST IN Saudi Arabia has just increased its official oil selling price to a record high of $19.5/barrel. Inflation in Asia is about to skyrocket. https://t.co/dtEBhiWdgT
Singapore Fuel Prices Surge, Threatening Shipping Operations
singapore shipping fuel market going off the chart—this is shipping fuel shortage live. at that price, shippers will defer orders, park their ships and either wait till the war is over or go out of business.
Crude‑Gold Ratio Hits Historic Peak, Signals 2026 Reversal
Worthy Reversion Spark? Stocks vs. Gold, GDP, Crude Mean reversion can be profound when it's from historical extremes, and the relationship between crude oil and gold may suggest a reverse wealth effect that defines 2026. The roughly 86x January high in...
Oil Slides 2% After 58% Rally, Seen as Stock Boost
OIL: down -2% after inflating +58% in the last month, but Tourists will trade it as "bullish for stocks" (for now) https://t.co/uZ7JAkPj9u
Energy Autarky Is a Flawed Response to Security Crisis
In the new issue of @ForeignAffairs, @OSullivanMeghan & I argue that while this crisis will deepen energy security fears & spur govts to try to insulate from global mkts, the pursuit of energy autarky is misguided. 🧵 1/5 https://t.co/88QXqxds1x
Baltic Attacks Slash Russia’s $970 M Windfall From Oil Exports
“Moscow’s windfall profits from the Iran war remain high as Brent crude trades above $100 a barrel, but attacks on Russia’s two main export locations in the Baltic Sea may cut into the Kremlin’s windfall. Five attacks on Primorsk and Ust-Luga...
Saudi Raises Arab Light Price to Record Premium
Saudi Arabia has increased its official selling price (OSP) to a record high. The state-owned Saudi oil giant told refineries in Asian it would charge a premium of $19.5 a barrel over the regional benchmark for sales of its flagship...
India's Russian Crude Imports Surge 94% in March
🇮🇳India’s Russian crude imports rebound sharply — up nearly 94% in March MoM and 10% YoY. https://t.co/O0zIu8LcIi
Qatar Aims to Resume LNG Shipments via Hormuz
Qatar is attempting to send LNG shipments through Hormuz for first time since the Iran war started 🚨🚨 If successful, this would be the first time a loaded LNG tanker has gone through Hormuz in over a month. ~20% of global...
Oil Inventories Falling, Price Spike Imminent, Catastrophe Ahead
According to Jeff Currie, distinguished economist and commodity market guru, we’re only seeing the start of what will become a major oil catastrophe. At present, we’re burning through oil inventories. Once inventories dwindle, oil prices will SPIKE. THE WORST IS YET TO COME....
China Restarts US Oil Imports Amid Middle East Disruption
China imports US oil for Asian fuel markets amid Hormuz crisis @asiatimesonline https://t.co/Iy0aRy8vam China is moving to resume large-scale purchases of United States liquefied natural gas (LNG) and crude oil, as supply disruptions in the Middle East and tightening fuel markets...
China's Solar Aid Fuels Cuba's Renewable Push
"Beijing supplied 1 gigawatt of photovoltaic panels to the communist island last year and has promised more support as Cuba seeks to generate 15 per cent of its power from renewables in 2026, according to its new economic and social...
Qatar
Dozens of empty Qatari LNG tankers sit idle across Asia 🇶🇦🚢 The world's top LNG export plant in Qatar has been shut for over a month, upending the gas market and leaving the nation's fleet of ships without orders Hormuz has also...
India's Energy Imports Quadruple Since 2000, Heightening Vulnerability
#IndiaWatch🇮🇳: India’s net energy imports have exploded over the past 2 decades. Net energy imports have SURGED more than 4x since 2000. MORE ENERGY IMPORTS = MORE VULNERABILITY. https://t.co/PxS0fxVpuJ
Iran's Threats Make Hormuz Transit Too Risky
Hormuz isn’t controlled. It’s poisoned. There's no blockade & no toll booth. Iran has made transit so dangerous that no rational vessel owner moves. Iran's "approval" through exemptions is bullshit Flows remain stopped except for a few tankers willing to take great risk. #Hormuz #IranWar...
Closing Hormuz Cuts Oil Supply, Money Can’t Fix It
You can paper over financial losses, but you can’t paper over lost barrels, says @LynAldenContact You can print money. You can’t print oil. Shut Hormuz and the problem isn’t financial—it’s physical. No barrels. No flows. No workaround. #IranWar #Hormuz #OilMarkets #EnergyCrisis #Geopolitics #SystemShock
Iran Poised to Weaponize Hormuz Despite Trump’s Dismissal
The intelligence was clear: Iran would retaliate asymmetrically, target regional assets, and weaponize Hormuz. Trump dismissed Pentagon concerns. The President has that right. But don't say “no one told me” when everyone did. https://t.co/akIhHjvwQh #IranWar #Geopolitics #EnergyCrisis #Hormuz #OilMarkets #Strategy
Mines Threat Alone Can Paralyze Hormuz Shipping
A few mines—or just the threat—is enough to close Hormuz Ships stop. Insurers pull back. Flows collapse. Clearing takes weeks to months. That’s the strategy: disruption without closure. #IranWar #OilMarkets #EnergyCrisis #Hormuz #Geopolitics #SupplyChains https://t.co/DlAEMOcmJF
Premier Energies Launches 5.6 GW Solar Plant in India
Premier Energies commissions 5.6 GW solar module facility in India #energysky -- via pv magazine global: https://t.co/9F9vRXLZ6t