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💥Here is a comprehensive but condensed file on energy sources in Iran, covering its oil, gas, and power sectors, including several charts. Click the link, then switch the language in your browser.👇
🚨 OPERATION EPIC FURY — Feb 28, 2026 US and Israel launched a massive military campaign against Iran at 1:15 AM ET. Regime change is the stated goal. Iran retaliated, striking US bases in Bahrain, Kuwait, Qatar, and UAE. US officials say...
Bullish Brent positions at nearly two-year high prior to attack on Iran Before the United States and Israel attacked Iran, hedge funds and other money managers amassed the largest bullish position in Brent crude futures and options for almost two years,...
Corporate PPA deals down 10% in 2025 as AI demand plugs gaps #energysky -- via pv magazine global: https://t.co/XVFxmEBQY3 https://t.co/XlNxyqpR8Z
How *Not* To Do A Grid Reliability Study The Energy Bad Boys on how the "Union of Confused Scientists" get New England electricity so wrong. The Bad Boys also have a sweet hat tip to my own work on the...
Strait of Hormuz. Closed. The ‘crisis’ will be defined by the length of the war and by risk. Oil supply. Maritime and cargo insurance. Houthis. Freight rates.
Global giant Tata Steel is using a heat battery to curb emissions #energysky -- via Canary Media: https://t.co/2fnqQgr8Lq
Spoke with a senior intelligence official that recommended everyone top their tanks off, not due to a known threat, but the high probability that energy assets are prime targets for terrorists.
Is the Strait of Hormuz Open? ▶️Danger to Shipping ▶️US and UK Waring ▶️Impact for Consumers ▶️Other Factors Impacting Global Tanker Market ▶️Is US Sealift & Afloat Prepositioning Moving? Video: https://t.co/SgdGJdWaSD https://t.co/Cvj3mRaiq7
Iran's Islamic Revolutionary Guard Corps (IRGC) has reportedly warned that no vessels are allowed to pass through the Strait of Hormuz. This blockade of the channel, which carries ~20% of global oil, threatens massive energy price spikes and severe, immediate disruptions...
Iran/US experts are everywhere today... Here is a friendly reminder that the case for energy is rooted in structural forces — not short-term geopolitical events. US energy sector capex, adjusted for GDP, is still down nearly 80% from prior peaks. Investors obsess...
The LPG Tanker Bogazici, outbound the Strait of Hormuz, is trying to fly under the radar by announcing on AIS, "Muslims Vessel is Turkish". https://t.co/Yw3dSA7lxB
Texas Is showing Trump what "American Energy Dominance" looks like: Texas leads America in solar, wind, and now batteries too. And yes, natural gas.
🚨 The US and Israel just launched strikes on Iran. Tehran is firing back. Missiles hitting Gulf states. Markets open Sunday night. Oil. Gold. Nasdaq. Forex. Everything gaps. I'm going LIVE Sunday 6PM ET to break down what this means for your trades. Don't...
Panasonic debuts residential fuel cell cogeneration system for PV‑integrated homes #energysky -- via pv magazine global: https://t.co/rFRyXgV1Yv
German consortium launches web guide for BIPV planning #energysky -- via pv magazine global: https://t.co/REybrhz4yM
Bond bulls that were celebrating 10y UST yields dropping <4% on Friday waking up Saturday morning to reports that the Strait of Hormuz is possibly being closed 👇 https://t.co/pg9o9TPdO5
I wrote about Polymarket Iran markets and crude vols last week but didn't cover oil call spreads vs the odds. Jacked call skew makes call spreads cheaper in oil but the presence of Polymarket binaries creates a bid for them...
US Navy says it can't protect all merchant ships in Persian Gulf. Oil majors just suspended shipments through Hormuz, 21M barrels/day at risk. Maritime risk. https://t.co/TylGxcJUhz
And now solar is the dominant way that new electricity generation is added to the grid every year. Last year over 100% of all new electricity growth came from solar, wind and nuclear. https://t.co/D91QsFnS6Z
Iran is sending out warnings on VHF announcing the banning of all ships from the Strait of Hormuz. However, traffic is still moving. What's Going on with Shipping will be monitoring traffic through the Strait. https://t.co/0rPIFY825Q
Storm train hits Western Europe PV as East clears under cold #energysky -- via pv magazine global: https://t.co/Fc7k2DYwqY https://t.co/oq6ymCxS7d
$USOIL monthly - The Israeli-U.S. strike in Iran will propel the price of crude oil to the 1st yearly resistance at 73.90. Above that there's the June 2025 high at 77.64. These are the 2 potential upside targets for next...
Bottom line is that the LNG business model sucks @AsimRiaz1978 Losing money is rational behavior if less is lost than making a different decision. Good money after bad. Please don’t tag me on posts to draw attention to your views thru my...
Is Crude Oil Becoming a Rally to Sell? US crude and liquid fuel net exports approaching 4 million barrels a day in 2026 -- the highest ever -- may be a primary price-pressure factor for oil. My graphic shows an annual...
FT's Gillian Tett on Trump's "mad" energy policy "[His] 'drill, baby, drill' mantra makes him reluctant to embrace renewables…Last [yr] energy dept terminated a $4.9bn loan guarantee for an 800-mile…power line to take wind power from Kansas to Illinois & Indiana....
Lithium bottom: demand +25% as EV/ESS rebound; SQM+Codelco JV raises low-cost supply, tightens cost curve; prices ≈70% below 2022 — overweight low-cost lithium producers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Reports of Chinese drones to Iran are plausible But talk of hypersonics is a leap. If true, I see little effect for the present Iran crisis Markets agree with Brent rolling into contango. This looks like calibrated support, not crisis-altering escalation https://t.co/x606IhOrev #Iran...
Brent DFL rolling into contango suggests the market is fading the Iran oil disruption risk @Rory_Johnston A US strike will probably still happen But traders aren’t pricing sustained barrels off the market. #Oil #Brent #Iran #EnergyMarkets #Geopolitics
China wafer prices fall for fourth week as discounting deepens under inventory pressure #energysky -- via pv magazine global: https://t.co/NhJenObCMv
One Wind Farm Dies in Kansas, Another One Rises in Massachusetts #energysky -- via Heatmap News https://t.co/WnR6tKEciB https://t.co/PcOAIAaLT4
Expiring incentives led to record demand, more diverse market for residential solar in 2025, says EnergySage #energysky -- via pv magazine usa: https://t.co/LtEDSE5vUi https://t.co/rwfIPw1ZbU
India is smashing it: 42.5GW of new solar in 2026 ALONE. Think about that scale - it’s more than the entire installed capacity of most developed nations At this exponential rate, solar capacity is on track to CRUSH coal in India...
Sunoyster offers lightweight 440 W glass-covered TOPCon PV panel #energysky -- via pv magazine global: https://t.co/CiwFm0MqhB
They keep calling it “clean beautiful coal”, so show me the “clean” part. The phrase “clean coal” did not begin in 2016. It traces back to the 1980s, particularly the Reagan-era Clean Coal Technology Program launched in 1985, which promoted pollution-control...
Northvolt’s resurrected factory in Sweden will supply BESS cells to new owner this year, add 1GW data centre development #energysky -- via Energy Storage News: https://t.co/OERGaGb3O9
Why Renewables Beat Fossil Fuel for Data Centers #energysky -- via Heatmap News https://t.co/8FF88ts8gD https://t.co/A1CLnD3dI0
NexWafe, Talon PV sign 7 GW solar wafer supply agreement #energysky -- via pv magazine global: https://t.co/kIINEziKWq
Why Communities Can and Must Consider Electricity Affordability and Risk Together #energysky -- via RMI https://t.co/8VL2nwLz1j
Estonia advances 1.1 GWh heat storage, 250 MWh BESS and 800 MWh battery park #energysky -- via pv magazine global: https://t.co/yBI1O2Efvb
Sunrun solar installs fall in Q4 despite 45% revenue growth #energysky -- via pv-tech: https://t.co/NjWbWTQmsd
A very interesting day at Thacker Pass. A great team building America’s return to #lithium respectability. @LithiumAmericas $LAC https://t.co/Nl37fx3jlX
He's standing in front of the MT Cap Corpus Christi, a Greek-flagged crude oil tanker that is neither sanctioned nor seized. It also didn't visit Venezuela recently. Grok says it arrived in Corpus Christi on Feb 26 from Freeport, Bahamas (Feb...
Despite Record Royalties, Danielle Smith is Desperate for More Oil Cash Have you seen ABGov O&G royalties under Smith? Oh. My. Gawd. Will producing more oil and building more pipelines solve the problem Alberta is actually trying to fix? https://markhamhislop.substack.com/p/despite-record-royalties-smith-is
Nothern Cheyenne Tribe swaps diesel for off-grid solar to power buffalo ranch #energysky -- via pv magazine usa: https://t.co/Y0fvWqWH8j
This week’s Dispatch: 'Hospital Ship Head Fake' • DOJ moves to forfeit the M/T Skipper + $150M cargo • Another Venezuela-linked tanker boarded in the Indian Ocean • Mercy AIS points Panama Canal, not Greenland • A decade to US LNG dominance • Tariff...
Massachusetts energy bill would make big cuts to energy efficiency #energysky -- via Canary Media: https://t.co/4rd8aCi1My
PM Viktor Orbán has deployed troops & police to protect Hungary’s critical energy infrastructure. Orbán cites an alleged "oil blockade" & "blackmail" from Ukraine. It’s as clear as the nose on your face that Hungary, a member of NATO, views Ukraine as...
Sunrun touts record storage attachment rate, positive cash flow in 2025 earnings report #energysky -- via pv magazine usa: https://t.co/diQoYlpaui
In an AI world, real-life technicians are still most important element of solar O&M #energysky -- via Solar Power World: https://t.co/Yt34lLDm1K
