Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Critical One Energy @Critical1Energy $CRTL.CA $MMTLF Regains Full Control of Uranium and Copper Assets in Namibia, Africa by @newsfile https://t.co/YGdKDhloWd
Markets are in risk off mode but NOT full panic YET 📉 $SPX $ES $NQ down 🛢️ $CL surging 🥇 $GC up YET 💵 $DXY strong 📈 $VIX rising Ras Tanura attacked. Oil supply at risk. Iran escalating. If oil keeps climbing, inflation comes back fast. If...
Dark side of the #datacenter craze: unplugging. Abt 40, using enough power for 1M homes, simultaneously went offline last year, forcing the #VA operator into drastic action. 2d such incident. #realestate #tech #AI #warehouses #industrial https://t.co/zdjJyMPnlt via @WSJ
UK & European gas price benchmarks have both hit 12-month highs, jumping ~50% today after Qatar paused production in the face of Iranian attacks But it's worth putting this in perspective – we're a long way off the insane spikes we saw...
Europe is once again reminded of a structural vulnerability. As I told @politico: “The fact is still that Europe imports most of its energy from other countries. And I think events like this just highlight how problematic, how risky that is...
Happy Monday & March. #Lithium is back. One of my hopes is Japan makes a comeback in lithium-ion battery working with the U.S. & Canada. https://t.co/xcJ04Pczo1
A cold spell in Europe in March would definitely put the cat among the pigeons, but worth remembering that it takes a while for gas prices to feed through to consumer prices, so "flash in the pan" shift won't matter,...
Solar module prices rise faster than expected in February #energysky -- via pv magazine global: https://t.co/IthL40gLnT https://t.co/eJ2paazz7a
Low oil prices for much of the past year have helped cool inflation & given Trump license to tout more affordable prices at the pump. But if there was one scenario most likely to upset that trend, it was a...
Very interesting > The Strait of Hormuz is not just oil - but also LNG. https://t.co/jlv7Hrp9LJ
Brent has jumped to $79 per barrel from $72 on Friday. We're currently getting risk-off price action that's lifting USD, including against commodity exporters like Brazil. But that will fade and the Real will rally like it did after the...
Great conversation with @Edison_Electric this morning focused on using new technologies to get more data centers connected to the grid faster. Connecting data centers to the grid is critical to bringing electricity rates down. Batteries are key. https://t.co/6SD5BHtq4g
While gas prices will get all the attention, it is worth pointing out the near 15% increase in heating oil this morning.
Thanks to Vijay and the whole team @TheEconomist for the invitation to deliver a keynote this morning about challenges—and solutions—facing the energy transition. I focused on energy math, energy security, and energy geopolitics—with today’s oil & gas price spikes top...
Qatar says Ras Laffan energy complex has been attacked It isn’t clear what part of the facility. But it is home to Qatar’s massive LNG export plant — the world’s biggest
I’ve spent years watching robots optimize warehouses and generate content. Now one is designed to repair the ocean. That feels different. A UK design student built a robotic fish that swims like a real marine creature while collecting microplastics. As it moves, it...
Prolonged tension in the Middle East. Rising oil prices, if sustained, and a weaker Rand. Add the increased fuel levies announced in the budget speech on top of macro concerns, and taking the governor’s conservative nature and the new 3% inflation...
China’s latest energy data offers a signal worth paying attention to. In 2025, emissions from energy and industry fell by 0.3%, modest, but notable, even as total energy consumption rose by 3.5%. The key driver? A continued surge in solar...
Saudi Arabia has reportedly shut down Ras Tanura, one of the world’s largest oil refineries, following an Iranian drone strike. This is not just a regional headline. Ras Tanura is a critical node in global energy supply. Any prolonged disruption could...
The Iranian conflict highlights another reason why Net Xero is critical. Ramping up renewables reduces our dependency on global fossil fuel markets. Pretty simple really. Petrol will become a luxury purchase
🚨 IRAN WAR DAY 2 — MONDAY MARKET OPEN 🚨 Day 2 confirms the war is widening, not containing. ~48 Iranian officials confirmed dead including Khamenei. Iran is retaliating across the Gulf — hitting Dubai, Bahrain, Kuwait, Saudi Arabia and targeting...
Fox ESS releases hybrid inverters for commercial PV #energysky -- via pv magazine global: https://t.co/xcqiFLBLQg
High-temp sodium-zinc batteries reveal causes of rapid capacity loss #energysky -- via pv magazine global: https://t.co/1uuo7rjkb1
Thoughts? The Iran war and oil crisis affect your money across four key areas: oil prices and inflation, stock market volatility, cryptocurrency movements, and overlooked opportunities in uranium and energy security stocks.
On the opening of the Intercontinental Exchange Market in London, BRENT CRUDE SURGED. Since the close on Friday, it's up over 7%, trading at $78 / barrel. THE WINDS OF WAR = HIGHER OIL PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/H6nboenO4u
Oil has given back about half of the gap higher.. but where will it be tomorrow morning? CL, Brent +6% https://t.co/xc6c5bVP1V
Construction begins on coal country renewable energy zone, state’s first to upgrade existing network #energysky -- via Renew Economy: https://t.co/QVh6PXe4kM https://t.co/AG69igRzQk
Further to the prior post: A classic initial market reaction to this weekend’s eruption of military conflict in the Middle East: Oil has surged over 10%, the Dollar has strengthened, and Dow futures have opened down some 500 points. #economy #markets #oil...
Not a terribly surprising open. Crude up 8%. SPooz off 1% and USTs up solidly bid but selling into best levels.
Brent crude oil +9% to $79 WTI crude oil +8% to $72 RBOB gasoline futures +5% to $2.42 https://t.co/Z7uoT3rHYZ
How airflow modifications in agrivoltaics affect crop yield, energy output #energysky -- via pv magazine global: https://t.co/IgahbosKJ6 https://t.co/mCFJfmuIGC
Trivia: The first time I gave a talk that said clean energy was just going to win on cost, with hardly a mention of climate, was at a @Scaramucci SALT conference. I just figured hedge fund managers would care a...
It's always been the case that the way we win on climate is just to make clean energy the cheapest option. That trend has been clear for 15+ years. Now that crossover is happening. Policy still matters, but the most...
YARDENI: “.. in our short-war scenario, oil prices should fall in the coming weeks after a ceasefire .. boosting US consumer spending and benefiting global economies .. The weekend’s Middle East developments make us even more confident in our Roaring...
GS: Taking Into Account Estimated Weekend Market Pricing, We Estimate a Risk Premium of Around $18/bbl on the March 1st Oil Market Open https://t.co/vtpc8AfijE
The redefined role of steel in solar energy projects #energysky -- via pv magazine global: https://t.co/1rSfmuEAf3
IG pricing US Crude up around $10 to $77.26 Gold up around $111 to $5,385 EURUSD down 64 pips to 1.1751 Strap in. This is going to be a wild open.
Big battery sent to independent regulator by far-flung, anonymous objectors #energysky -- via Renew Economy: https://t.co/ufCyhnE8bZ https://t.co/iFqExlpy6S
Why are European countries just now standing up to Russia's oil revenue and shadow fleet after the war just crossed its 4 year anniversary? What has changed? Has the US done more to help Ukraine in the last year than...
Kalshi prediction markets currently see a 95% likelihood that U.S. crude oil hits at least $73 per barrel or more tomorrow. U.S. crude closed at $67.02 per barrel on Friday https://t.co/CKqpj0YQcp
US-Israel Invasion of Iran May Cap Crude and Gold - Gold and crude oil may show signs of peaking if the conflict is quick and infrastructure isn't impaired. Both were up about 20% in 2026 before Feb. 28. If typical swift...
A sharp oil spike to those levels would likely result in a one-variable stock market like we initially saw during the 1990’s Persian Gulf War. Stocks under pressure until oil prices come back down. https://t.co/8DQZhDYXqo
I've just got back to London from a whirlwind few days in Ottawa, as guest of the Canadian Climate Institute. I penned a few thoughts on what I learned. https://t.co/FrCsgfG4E3
The Strait of Hormuz may be open according to the Iranian government, but the IRGC seems to have different machinations. https://t.co/cvL7jYvGoa
🚨 UPDATE: On February 2nd I told you to buy OIH and XLE. Since then: OIH: +14% XLE: +10% Crude oil: 7-month highs And in my opinion, we’re just getting started. Here’s why I’m not selling yet:
Home batteries reshape Australia’s national electricity market #energysky -- via pv magazine global: https://t.co/fiHsRFXODW https://t.co/R6laEgqPbB
The ROI of Scale: Computational Costs vs. Asset Lifecycles - For AI engineers working in sectors like rail, utilities, and energy, the primary challenge has shifted from “Can we build it?” to “Can we afford to scale it?” https://t.co/SjIN9Uk9eF
Two different worlds entirely. With the Strait of Hormuz shut down, oil producers closing production and oil tanker insurance companies ceasing coverage in the middle east: Person with no solar & no EV: Congrats, your gas expense may soon double, your...
Solar LCOE to fall 30% by 2035, says BloombergNEF #energysky -- via pv magazine global: https://t.co/3AQL0ZML68
IRAN WAR will test the vulnerability of oil markets - I got to write some thoughts in the Financial Times: https://t.co/L7TKTXxT7U
