Iran Closing Hormuz Strait: The Ultimate Conspiracy Theory
In case you have not read it. remember, the biggest conspiracy theory is Iran closing the Hormuz strait. Think about it!
Trump’s Iran Ultimatum Spikes Oil, Fuels Market Volatility
Trump's 48-hour Iran ultimatum just sent oil futures through the roof. This geopolitical tension could spell trouble for broader markets. Going live in 2 hours to trade this volatility with our DOTS indicator signals. https://t.co/66dSROeuCi https://t.co/E2Zf77HxKR
Self‑Charging Drones Boost Grid Resilience Through Autonomous Inspections
Nomadic #Drones Revolutionize Grid Resilience with #Autonomous, Self-Recharging Inspection Systems via @WevolverApp #EmergingTech #Innovation #Technology #Tech https://t.co/5ITvfsrFKQ
Ukrainian Drones Torch Russia's Key Novorossiysk Oil Hub
Today, Ukrainian drone strikes SET FIRE to Russia’s major oil export terminals in Novorossiysk. The port handles over half of Russia’s crude and petroleum product shipments. YOU DON'T WANT TO BE SHORT OIL. https://t.co/XlgmcpVhsH
Solar Becomes Cheapest Capital-Intensive Energy Option
Solar is now the less capital-intensive option. More charts and graphs featured on today's Chartbook Top Links in the comment below https://t.co/Duvpz2wy16
Azur Space Boosts Solar Capacity 25% Amid AI‑Driven Satellite Surge
Azur Space plans a 25pc solar cell capacity increase in 2026 as satellite demand rises with AI growth. https://www.metalnomist.com/2026/04/azur-space-solar-cell-expansion-signals.html
Market Ignores Hormuz Shutdown; Datacenter Attacks Could Trigger Crash
Literally no one in the mkt seems to care that Hormuz has been shut for a month, but if they start hitting datacenters, we may finally crash…🤣
Early Signs Suggest Iraq Flow Could Become Significant
There’s something to this Iraq stuff, even if it’s still too early to say how consequential this flow will grow to be https://t.co/S1itXIUl4L
Temperature Stress Accelerates Perovskite Solar Cell Aging
How perovskite solar cells age under temperature stress #energysky -- via pv magazine global: https://t.co/MyYMTXAJ26
War May End, but Oil Supply Disruptions Linger
According to Jeff Currie, distinguished economist and commodity market guru, even if the US-ISRAELI war on Iran ends soon, the damage to supply chains has been done. Oil flows will be disrupted for months or years. https://t.co/SxmxwhkvAY
Double‑digit Prompt Spreads Demand Explicit Delivery Month Quotes
When you need to explicitly include delivery months in all crude futures price quotes because we have double digit prompt timespreads https://t.co/cvrXe7FuP3
IRGC Warns Strait of Hormuz's New Reality for US, Israel
IRGC. Strait of Hormuz. Previous state. What will it be for all except the US and Israel? And the supply of supply chains?
Explosives Discovered Near Balkan Stream Pipeline, Ukraine Suspected
Serbian police found explosives near the Balkan Stream gas pipeline. It supplies Serbia and Hungary with gas from Russia. PRIME SUSPECT = UKRAINE. Stay tuned. https://t.co/AHjq0mZhzB
U.S. Drivers Spent $8.4 B Extra on Gas
American drivers have paid an additional $8.4 BILLION in fuel costs since the start of the US-Israeli war on Iran. The cost of regular gas has JUMPED from $2.80 to $4.11 per gallon since January 11. AMERICANS DRIVERS SHOULD SEND A BILL...
Norway: Oil Giant and EV Pioneer Defy ‘Electrostate’ Label
“Petrostate” has a good meaning even tho it’s overused, but not a fan of the term “electrostate” Norway continues to be a leading producer of oil and gas. It also has a diversified economy and is leading the world in...
Electrostates Win by Outpacing Fossil Demand with Electrification
Every country in the World is trying to figure out how to electrify more of their economy. Electrostates win when they reduce exposure to volatile imported molecules faster than demand in transport, heat, and industry can reconstitute it elsewhere. https://t.co/KGtlYPCZwK
Iran War's End Won’t Reverse Lasting Systemic Disruptions
Even if the Iran war "ends" politically, it doesn't end This is a world-changing event. Rhetoric resolves in weeks. Flows in months. Systems in years. The disruption to energy, shipping, & trade flows are irreversible and permanent in many ways. #IranWar #EnergyCrisis #Geopolitics #GlobalEconomy...
China Slashes Crude Imports, Doubles Floating Storage
China's crude oil imports declined by about 490 kb/d in March YoY. Floating storage more than doubled. Onshore storage increased by about 66 mb. China knew...
Asian Oil Stocks Plunge, US And
Major drop in crude oil inventories in Japan, followed by India. US and China are up! Make you own conclusions.
Trump Demands Iran Reopen Strait of Hormuz by Tuesday
JUST IN: Trump's ultimatum: Iran must reopen the Strait of Hormuz by Tuesday night, per WSJ.
Four-Hour Batteries Deliver 14-Hour Storage at 0.28¢/kWh
These data illustrate how concatenating 4-hour batteries, provides longer-term (in this case, 14 hours) of storage. In other words, 4-h batteries already provide long-duration storage, and the batteries are inexpensive (0.28 cents/kWh-grid-output for 15.8 GW/63.2 GWh of batteries)
Asia Faces Fuel Squeeze as Reserves Dip to 30 Days
Asian countries (excluding China) only hold 30 days of fuel in reserve. If that isn't bad enough, they rely heavily on oil shipments from the Persian Gulf. IN THE COMING DAYS, IT LOOKS LIKE THERE WILL BE A SQUEEZE AND HIGHER PRICES...
US Inaction Will Trigger Oil Shock in Two Weeks
Listen to the question carefully then listen to the answer. Those waiting for US Leadership in solving the Strait of Hormuz issue, you are gonna be disappointed. They have ABSOLUTELY NO IDEA how to solve the issue. In less than 2 weeks, global...
Batteries Delivered 8% of California Grid, Costing 0.28¢/kWh
Yes, the sun does't shine at night, but batteries produced electricity every minute last night (4/4) as California set a new discharge record of 57.17 GWh/day. Batteries have met 8.01% of all main-grid demand in 2026 in the 4th-largest economy in...
Post-Crisis: Nations Will Tie Energy to Security
⭕️Listen to the podcast below.. Then Ignore everything I said about Hormuz and focus on "the Day After." ⭕️The real nightmare hits after the crisis: Nations will copy the Chinese model — linking energy directly to national security. The...
South Korea Unveils Aggressive Renewable Energy Transition Plan
And here's the plan for South Korea to "swiftly transition to renewable energy" https://t.co/AapcezbDSL https://t.co/yt6XQ531Fu
Oil Surges 11% as S&P Barely Moves
Oil $USO was +11.1% on Thursday The S&P 500 $SPY was +0.1% pretty interesting https://t.co/SRVwSOrwOW
Insults Reveal We're Nearing Peak Oil
The amount of insults I have received based on this tells me that we are very very close to peak oil here
UK Tightens Energy Cybersecurity After Poland Attack
UK defining stronger energy cybersecurity rules after Poland attack #energysky -- via pv magazine global: https://t.co/UAgNu4x2di
SiC Devices Power Next‑Gen Medium‑Voltage Solid‑State Transformers
Drew Baglino: "Medium voltage is the next frontier." "The latest SiC devices are more than a better switch. They are the foundation for solid-state transformers, or SSTs." #alwaysbecharging ⚡️⚡️⚡️ https://t.co/6ck5EnX9Sb
Oil Reserves Aren't Instantly Deployable Due to Logistical Limits
•“Reserves” ≠ instantly usable supply These barrels are spread across countries and fields, and many aren’t quickly accessible. •Logistics constraints Transport, refining, and geopolitics limit how fast oil can be deployed.
US Crude Production Hits Record, Global Impacts Loom
US crude oil production breaks new records. What does this mean for other countries? For the American public? More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/WAXH5XLi1r
US Gas Stocks Jump 35 Bcf, Price Slips to $2.95
U.S natural gas comparative rose 35 bcf to a surplus of 32 bcf week ending March 27 Spot price fell $0.16 to $2.95 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/OmXcB5Bi3n
Chinese Mid‑tier Firm Launches Sodium‑ion Storage Cells
Sodium-ion cells launched for energy storage by another Chinese mid-tier battery company #energysky -- via pv magazine global: https://t.co/XIH4EeUh4N
Oil Shocks Ripple Globally Through Inflation and Rates
“America doesn’t need Hormuz” misses the point, writes @vtchakarova Oil is global. Prices are global. Risk is global. You don’t need the barrels to feel the shock. It hits through inflation, rates, and the system itself. #Oil #EnergyCrisis #Geopolitics #Inflation
Iran's Threats Are Coercive, Not Imminent Strikes
Iran to strike Saudi electric power and oil? That's coercive messaging, not reality. Iran escalates in steps, not countdown clocks. #Iran #Geopolitics #Warfare #EnergyCrisis
US Gas Prices Set to Remain Flat Amid Logistics Limits
This is an amazing primer that explains the natural gas market and why prices are likely to stay flat or fall in the US, despite a global shortage and surging global prices. As Greg states - the limitation is one...
Diesel Near Record High as Gas Hits $4.11
National avg for gas is now $4.11, per AAA Diesel avg is now $5.61 (just 20 cents below all-time high)
Risk, Not Policy, Stalls Hormuz Oil Shipments
Hormuz tanker exemptions change nothing, writes @CRUDEOIL231 Without ships willing to enter Hormuz, the barrels don’t move. The constraint isn’t policy—it’s risk, insurance, and tanker availability. A few ships don’t fix the energy crisis #Oil #Hormuz #EnergyCrisis #Geopolitics
Solar and Storage Power Ireland's Inaugural Co‑located Data Center
PV, storage to anchor Ireland’s first co-located data center campus #energysky -- via pv magazine global: https://t.co/91ysxf8ShG
Strait of Hormuz Tensions: Murrin’s Critical Weekly Forecast
Every Saturday. David Murrin’s key predictions from the week’s latest insight. This week — the Strait of Hormuz. And what’s really at stake.
Media Lauds Trump’s Iran Moves, Dismisses Similar Biden Successes
If ONLY Trump had someone on his staff who could have told him that Iran would shut the Strait of Hormuz, oh well.
Storms Knock Out Power to Dozens of Dagestan Villages
Heavy rains, wet snow and strong winds damaged some power facilities in the Russian region of Dagestan, leaving dozens of villages without electricity, local officials said https://t.co/hOqgRKHabd
Northeast U.S. Heating Oil Users Face 60% Supply Cut
About 4.79 million U.S. households use heating oil as their primary heating fuel in winter 2023–2024, and roughly 82% of those homes were in the Northeast.
Turkish‑operated Tanker Moves 1 M Barrels via Iran’s Corridor
Roughly 1 million barrels of Iraqi Basra Heavy has passed through the Strait of Hormuz using the Iranian-assigned corridor. The vessel, a shadow fleet tanker, is owned and operated by a Turkish company. Map form @Kpler
Critical 24 Hours Loom as Iran Strikes, US Pause Ends
Tomorrow at 8 PM ET, Trump's pause on striking Iranian energy infrastructure expires. Iran just hit Kuwait's oil complex and power plants with drones overnight. Israel says it's ready to strike Iranian energy sites, waiting for the green light. Russia...
Gulf Oil Disruption Hits Asian Nations, Fuels Global Price Surge
The bulk of crude oil out of the Persian Gulf - before the war - went to Asia. That dependence is now creating a giant hole, which is what's driving up oil prices globally. Especially hard hit are Pakistan (PK),...
In Panic, Oil Hoarding Is Inevitable—China Must Act
⭕️When markets are in panic, asking countries not to hoard oil is like asking people in a lifeboat not to ration the food — everyone knows the supplies might run out before rescue arrives, and self-preservation kicks in hard. ⭕️China...
Japan Secures Four Months of Naphtha Supply
Japan has secured at least four months of naphtha, Prime Minister Takaichi says 🇯🇵 🛢️ 📌 Two months' worth of imported naphtha already procured 📌 Two months' worth of inventories
Iran Threatens Massive Saudi, Israeli Infrastructure Strike Within 24 Hours
“Strategic Assessment: If Iran does not receive a credible signal by tomorrow of Trump reconsidering an attack on Iran's infrastructure, it will preemptively, irreversibly, and on a massive scale target the Saudi electricity and oil production infrastructure, as well as...