Retail Energy Aid Delayed Until War Ends, Prices Stabilize
I know people are crying out for energy price support and it has already been provided for heating oil and people on benefits. My prediction is that they won’t rush into retail price support until we have a chance to see whether the war can be brought to an end and/or prices stabilise
Spain's VAT Cut Makes Its Gasoline Cheapest in Europe
Good Morning from Germany, which now ranks only in the middle of the pack in Europe when it comes to tax-free fuel. Gasoline is most expensive (excluding taxes) in Spain, which may be because Spain subsidizes gasoline by reducing the...
Iranian Drones Strike Kuwait Oil Sites, Warning Before Trump Ultimatum
Hours ahead of Trump’s ultimatum on attacks on Iranian infrastructure, Iranian drones attacked (and set on fire) the headquarters of the Kuwait state-owned oil company KPC and the country’s oil ministry, located in Kuwait City. The message seems clear.
Australia Assures Fuel Supply Ahead of Japan PM Visit
Australia given fuel supply assurances as plans in works for visit by Japan's prime minister https://t.co/C0jQ0t1KjJ via @ABCaustralia
Russian LNG Vessel Shifts From Arctic to Africa‑Asia Trade
This is a story packed with irony — perfect for the media: An ICE-class LNG carrier, once dedicated to carrying Yamal LNG from Russia’s Arctic, is now transporting LNG from Africa to Asia. The question is: Why is a Russian company shipping...
South Korea Turns to Gulf for Stable Energy Supply
JUST IN: South Korea is seeking reliable energy from Gulf nations to maintain supply stability and ensure protection for its vessels.
US Oil Prices Now Fully Tied to Global Market
In the early days of the invasion of Iran, US oil prices were slightly insulated from the global price shock, by perhaps $10 a barrel or 25% of the spike. That has now ended. Oil is a globally traded commodity....
4D Map Reveals Iran’s Strait of Hormuz Blockade
i built this 4d reconstruction of iran's chokehold on the world's oil. almost nothing is getting through the strait of hormuz. you can clearly see the path ships took before/after the blockade, and can even detect & track "dark vessels"...
Higher Oil Prices Trigger Gas Flood, Lower Prices
Natural gas is nearly considered exhaust fluid by US oil drillers, but it is the backbone of the American plastics and petrochemicals industry. Oil is used far less than natgas in American chems or plastics. Natgas has an inverse pricing...
Diesel Prices Poised to Surge Toward $11/Gal
We warned in the Daily Energy Report and the Weekly US Data Report about a month ago that diesel prices will skyrocket and inventories might decline to record levels. Will it go to $11/g?
Solarcycle Launches Georgia Plant to Boost Solar Panel Recycling
Solarcycle opened a Georgia recycling plant that could strengthen solar panel recovery and recycled solar glass production. https://www.metalnomist.com/2026/04/solarcycle-georgia-recycling-plant.html
U.S. Supplies Half Global NGLs; Hormuz Crisis Cuts 19% Shipments
⭕️The United States is not only the world's largest producer of natural gas liquids (NGLs), but it accounts for roughly half of global production. ⭕️ The Hormuz crisis blocked the shipmnets of about 19% of seaborn tarded NGLs. https://t.co/PeoruA92IE
EU's Own Sanctions Undermine
The irony is: the EU reduced its dependence on Russia to improve "energy security"! Slovak PM says EU should drop sanctions on Russian oil and gas to boost energy security https://t.co/FmUhPkAcgE
Egypt Raises Electricity Rates for Heavy Users Amid Crunch
JUST IN: Egypt's hiking electricity rates for high-usage households and businesses amid the energy crunch.
Approaching the Thickness Ceiling for Perovskite Solar Cells
Pushing perovskite solar cells to the ultimate thickness limit #energysky -- via pv magazine global: https://t.co/I1mdkL0yWo
Oil Prices Likely to Hit $130 This Month
JUST IN: Crude oil is expected to reach $130 per barrel this month, with a 51% probability.
Stop Bad‑Mouthing Nuclear: It's Growing and Crucial
As if this analysis hasn’t already been done over and over and over. And each time the technology gets better and the “max” penetration goes up. Yes we need nuclear and cleanfirm but all of you are better than bad mouthing...
Strait of Hormuz: Open, Closed, or Cartoon Chaos?
Strait of Hormuz WEEK 5 Update | Is the Strait OPEN or CLOSED? | Have We Gone Full Looney Tunes? Video: https://t.co/UmvO23asx3 https://t.co/WWKZn0XYH6
Drone Strike Sparks Fire at Kuwait's Shuwaikh Oil Complex
JUST IN: A drone attack ignited a fire at Kuwait's Shuwaikh oil complex, per state reports.
Unelected CARB Slaps Gas Fees on Californians
It’s literally an unelected board called CARB that places fees and random taxes on gas for Californians. Thank you Newsom. MSM knows about this, we all do and no we didn’t vote for it.
Iran Strikes Tighten Oil, Boost Gold as Tensions Rise
🇮🇷 Iran Intel Brief | Markets → Oil, Gold, Equities ─────── 1. Israeli strikes on Iran's Mahshahr petrochemical complex disrupt 70% of the country's gasoline supply and export revenues. 2. US demands for reopening the Strait of Hormuz escalate tensions, threatening global oil...
Kyocera and Cosmo Energy Units Sign Solar
Japan’s Kyocera, Cosmo Energy units enter solar, wind PPAs #energysky -- via pv magazine global: https://t.co/jE9o5TPKwv
Israel Poised to Strike Iran's Energy, Risking Market Panic
Israel “ready to hit Iran’s energy sector,” waiting on U.S. approval. That’s a signal to pressure Iran to back down & deal It COULD happen but would panic markets & possibly cause a financial crisis on top of an oil crisis #Oil...
Jet Fuel Prices Skyrocket Amid Limited Supply
Jet fuel prices are *soaring* if you can get your hands on any, that is.
Oman VLCCs Signal Imminent Hormuz Opening, Tanker Frenzy
With the first oil-laden very large crude carriers (VLCCs) coming out of Oman, @ed_fin explains why in the next few months, he expects the Strait of Hormuz to open and there to be a "feeding frenzy" for tankers "It's going to...
Transition Ahead Will Be Messy, Predicts Decade‑Old Essay
Indeed. A very good piece by @dwallacewells, and appreciated the shout out for my essay with @OSullivanMeghan in December in @ForeignAffairs. As we wrote in those pages 5 yrs ago, the transition “will be messy at best.” 👇 https://t.co/SX87fTHXUS https://t.co/Us7OOwb9Z0
U.S. Claims Oil Security While Invading for Oil
If abundant oil is the basis for energy security and independence as we’re told, then why is it the country that produces the most oil in the world — the U.S. — needs to invade, bomb and embargo several other...
60% Gas Hike Threatens Collapse in Vulnerable Nations
Under normal circumstances, a 60% increase in gas prices is the sort of thing that can easily cause political/economic collapse, a lost decade, and many thousands of lives lost in a place like Guatemala or Thailand.
OPEC+ Poised to Lift Quotas as Hormuz Reopens
OPEC+ eight members meet tomorrow, with an unprecedented situation in the oil market. They will likely consider a quota increase that would signal readiness to raise output once tankers are able to transit the Strait of Hormuz sources say. https://t.co/ppX8SdbsiJ
Asian Nations Revert to Coal as LNG Prices Soar
Asian economies are abandoning Liquified Natural Gas (LNG) and PIVOTING BACK to coal. Since Feb. 28, the FT reports gas prices are up 60%, while coal prices are only up by 17%. https://t.co/FefK5JR7MN
Tongwei Adopts Hybrid Heterojunction Back‑contact Solar Cells
Tongwei moves into hybrid heterojunction back contact solar cell technology #energysky -- via pv magazine global: https://t.co/meLLhEd4Fg
Storage Costs Halve as Production Doubles, Driving Electrification
Decades of data says the price of storage drops by 19% every time global production doubles. This isn't some marginal gain. It's an unstoppable force of nature You can’t out-compete math this aggressive. This "learning rate" is a one-way street to...
Gas Prices Shocked Me After Years of Driving
First time filling the family whip since the start of the Iran War that I made this face when I saw the price https://t.co/1riTWbn89v
IRGC Lets Iraqi Oil Ships Through, yet Attacks Fields
So… the Iranian IRGC exempts ships carrying Iraqi oil and allows them to sail through the Hormuz Strait, but drone attacks on Iraqi oil fields continue. https://t.co/PoAWXPyVEz
Iran Declares Iraq Exempt From Hormuz Restrictions
My thesis is already aging well. "Iran says Iraq exempt from any Strait of Hormuz restrictions" https://t.co/VSTaM2D34T
Cheap US Gas Fuels Plastics Boom, Boosts Manufacturing
US natural gas prices have dropped by 30% over the past year, even as global natural gas prices have increased substantially in wake of the war in Iran. Why? We have an abundance. 80% of American made plastics and 80-90% of...
US Petrochemical Edge Fueled by 30% Gas Price Drop
America dominates in petrochemicals because of the robust supply of natural gas (where prices have dropped (and continue) by 30% in the past year
Jones Act Tankers Shield Gas Prices From Market Volatility
Example #1 why the JONES ACT worke by providing long-term fixed rate tankers on dedicated service. What would gas prices be today if 55 Jones Act tankers were not in service but we had to compete for MR tankers on...
California Hits >
69 of 93 days in 2026 with >100% WindWaterSolar on the California ISO grid. Gas still down 59%, solar up 75%, batteries up 328% since '23 https://t.co/kVss7WH3VQ
DIY Plug‑In Solar Hits $0.65/W in US Market
DIY plug-in solar shows $0.65/W potential in US market #energysky -- via pv magazine global: https://t.co/yUjVpIhAKW
Avoid Dishwashing Detergent When Cleaning Solar Panels
Beware of cleaning photovoltaic panels with dishwashing detergent #energysky -- via pv magazine global: https://t.co/Jq6N3feGyv https://t.co/gUxCyTsuqT
WSJ Validation Sparks Unexpected Self‑doubt over Hypothesis
Just when I was ready to declare victory for my Hormuz Hypothesis, the WSJ agreed with me, which immediately made me question everything I wrote 😂 https://t.co/qaoPHfe9T9
Goldman Sachs Warns of Oil Supply Chain Strain
Golman Sachs. Running out of oil? Supply of supply chains. Derivatives and distillates. How long? Cost? Jobs?
India Resumes Iranian Oil Imports Amid Tight Supply
This is a major signal shift: India a top global importer is openly buying Iranian oil again When supply tightens, politics gives way to reality. #Oil #EnergyCrisis #Iran #Geopolitics
Brent Dips to $109, but Spread Signals Monday Rally
Brent futures price fell $3.54 from $112.57 to $109.03 week ending April 3 12-month spread suggests strong upward price movement on Monday #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/oCVTbEi9lm
CBS Lacks Credibility; California Refinery Faces Clear Monopoly
Of course CBS is not credible, the refiner problem in California is fairly straightforward monopolization.
China Adds 32.5 GW Solar as Polysilicon Prices Plunge
China PV Industry Brief: China adds 32.48 GW solar as polysilicon prices fall #energysky -- via pv magazine global: https://t.co/Vdb2Zj2FSP
Trump's Speech Steadies Oil, Spreads Widen Sharply
Good job calming oil markets with your speech, Trump WTI 12-month spread widened $16.08 (63%) for the week ending April 3 6-month spread widened $17.46 (91%) & price rose $11.90 from $99.64 to $111.54 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities...
Trump Misreads Oil Markets: Global Pricing Overrides Independence
Trump thinks US energy independence protects Americans from Gulf shocks. But he FAILS TO SEE that global markets are pricing all barrels the same. TRUMP = CLEARLY DOESN’T UNDERSTAND THE MARKETS FOR OIL. https://t.co/tp5LhHAisM
Europe Sees No Military Fix for Hormuz Crisis
Europe sees no military fix for Hormuz, says @BBC “No upside” to joining the war. The Gulf wants it to continue—until flows resume. Same crisis. Completely different incentives. #Oil #Hormuz #Geopolitics #EnergyCrisis