U.S. Intel: Iran Unlikely to Reopen Hormuz, Oil Leverage
U.S. Intel Warns Iran Has No Incentive to Reopen Hormuz as Oil Leverage Grows. Economic vs military advantage. Can and how can Iran’s grasp be stopped? Will there be a protracted military operation? As supply and supply chains struggle. https://t.co/WLc28NJvWo
Trackers and Vertical Agrivoltaics Boost Economic Returns
Agrivoltaics with trackers, vertical systems offer economic upside #energysky -- via pv magazine global: https://t.co/gefwDlmmJq
India Resumes Iranian Oil Imports After Sanctions Eased
New Delhi confirms its buying oil from Iran (after US eased sanctions): “… Indian refiners have secured their crude oil requirements, including from Iran; and there is no payment hurdle for Iranian crude imports…”
Houston Remains Energy Capital, Beyond Oil & Gas
Houston is the Energy Capital of the world but Oil & Gas is just a cog in the machine now.
Germany Leads EU Push to Tax Energy Windfall Profits
Germany among states pushing the EU to tax energy windfall profits https://t.co/ik4V4nYwqA via @iaindrogers https://t.co/zhu4LTgKRe
Middle East Conflict Still Drives Markets, WTI Near $112
Week Ahead: Its Still Mostly about the War: The Middle East war remains the dominant fundamental condition. There continues to be some indication that market participants are hopeful of a resolution soon. The May WTI contract settled near $111.55 last…...
Live: Oil Prices, Weak Dollar, Central Bank Gold Sales
I'm doing a livestream this morning at 9 am (ET) to talk through: (i) the different oil prices floating around and how they all fit together; (ii) how the Dollar is trading weak, with yesterday's payrolls another example; (iii) central...
US and Israel Strike Iran's Major Khuzestan Petrochemical Complexes
According to Iranian media, the US and Israel have attacked several large petrochemical sites in the Khuzestan province near the border with Iraq. The area between Mahshahr and Bandar Imam Khomeini are home to some of the Iranian largest petrochemical complexes.
Sixth Week of Hormuz War Sparks Oil Demand Destruction
The Third Gulf War (aka, the ‘Hormuz War’) is entering into its 6th week, at the very end of the initial White House guidance of a 4-6 week campaign. For the oil market, we are into demand destruction territory, although...
Oil Prices Fuel Inflation Yet Trigger Recessionary Pullback
𝗢𝗶𝗹 𝗖𝘂𝘁𝘀 𝗕𝗼𝘁𝗵 𝗪𝗮𝘆𝘀 The reporter, David Lin, asks his guest "𝗦𝗵𝗼𝘂𝗹𝗱 𝘁𝗵𝗲 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗥𝗲𝘀𝗲𝗿𝘃𝗲 (𝗙𝗲𝗱) 𝗯𝗲 𝗺𝗮𝗸𝗶𝗻𝗴 𝗽𝗼𝗹𝗶𝗰𝘆 𝗮𝗿𝗼𝘂𝗻𝗱 𝘁𝗵𝗲 𝗵𝗶𝗴𝗵𝗲𝗿 𝗼𝗶𝗹 𝗽𝗿𝗶𝗰𝗲? His guest, Jeff Christian, Managing Partner of CPM Group states that "oil cuts both ways in terms...
US Intel Says Iran Will Maintain Hormuz Chokehold
Exclusive: US intelligence warns Iran unlikely to ease Hormuz Strait chokehold soon, sources say https://t.co/s0QE23T6Eu
Pakistan Diesel Spikes 55% Overnight Amid Energy Crisis
This is insane: diesel in Pakistan had a price increase of 54.9%, not in a month or a week… OVERNIGHT. The global energy crisis is really hitting, starting to really see some crazy stuff unfold.
Spring Sets Record High for Renewable Energy Production
This spring has been a record season for renewables #energysky -- via Canary Media: https://t.co/rhuS1RPoh6
Trump, China, and Gulf Nations Push to End Hormuz Conflict
Trump assumes Hormuz will “naturally” reopen @BarakRavid disagrees based on evidence Trump wants the war over. China wants the war over. The Gulf nations want guarantees Iran won't do this again after the war.
Hormuz Shutdown Tests Global Supply Resilience, Not Just Prices
A prolonged Hormuz closure is not mainly about whether wealthy countries can tolerate higher prices. It is about how long the global system can keep functioning before shortages begin to appear. https://t.co/ZnTkdfQu09
Bluetti Launches Fridge‑focused Home Backup Battery System
Bluetti targets home backup with fridge-focused battery system #energysky -- via pv magazine global: https://t.co/dFKK0ofl83
Staggered Shocks Compound without Circuit Breaker
This unfolds in stages, writes @elerianm First energy and rates, then broader cost-of-living pressure, and then slower growth with rising financial instability. This isn’t a one-round shock. Without a circuit breaker, the damage compounds. #Economy #EnergyCrisis #Inflation #Geopolitics
U.S. Energy Dominance Myth: Still Tied to Gulf
US "energy dominance" was a slogan that doesn't fit reality Global energy markets—and the structure of oil flows—bind the U.S. to the Gulf. The U.S. can’t walk away from Hormuz—even if it wants to. https://t.co/K7rntZRxBf #Oil #EnergyCrisis #Geopolitics #Hormuz
Letting Iran Sell Oil While Fighting Them Is Absurd
Bolton’s point is brutal: Why are we letting Iran sell oil while we fight them? Europe hesitates. The U.S. absorbs the risk. And people still think there’s a coherent plan here? #Iran #Oil #Geopolitics #EnergyCrisis
Iran Strikes Kuwait Facilities Over US Base Presence
Patricia asks a good question since US isn’t protecting Kuwait. In fact, in retaliation for Kuwait hosting American bases, Iranian drones struck Kuwait's Mina Al-Ahmadi refinery (per Kuwait Petroleum Corp) today, and Kuwait’s Ministry of Electricity - which is a power/desalination...
Oil's Necessity Forces Nations to Negotiate Iran Passage
Reality is setting in. Oil has to flow—and countries will deal with Iran to get it. Ships aren’t passing freely. They’re negotiating passage. That’s the new order. https://t.co/C8UjfpGovY #Oil #Hormuz #EnergyCrisis #Geopolitics
Vote Solar Pushes NC Toward Distributed Storage, Not Gas
Vote Solar testimony urges North Carolina to adopt distributed storage over gas #energysky -- via pv magazine usa: https://t.co/j9vDYzpGMY
ADNOC Underscores Hormuz's Vital Role in Global Energy
Adnoc is buying ads to stress the importance of the Strait of Hormuz for global energy flows Adnoc can’t export LNG and other fuels to customers in Asia and Europe without going through Hormuz https://t.co/F4fehuRnDr
New Tool Summarizes 36 State Permitting Reform Resources
No Time to Read 36 Resources on State Permitting Reform? We Built an Easy-to-Use Tool That Will Do It for You. #energysky -- via RMI https://t.co/8Oravywaqf
Energy Basics: US Isn’t Independent, Markets Global, Controls Fail
Chamath has repeatedly been wrong about energy issues — sometimes to a comical degree. He could have used a refresher on ECON 101. 🥁Here are three basic realities he seems to miss: 1- The United States has never been truly energy independent...
Energy Crisis Looms by 2028—Innovators Race Against Time
We’re cooked by 2028 unless something changes quickly. Innovators are diving in: -fuel cells -DC power architectures -geothermal in Utah -new jet engines that create power (Boom) -used jet engines pulled from the desert (ProEnergy) -batteries to redefine peak requirements -Natural gas (the great state...
EU Prosecutor Probes Alleged Solar Tender Fraud in Slovenia
European prosecutor investigates suspected solar tender fraud in Slovenia #energysky -- via pv magazine global: https://t.co/vxuL2kIHo3
Ensuring Quality and Performance in BESS Purchases
VIDEO – Energy Storage Summit 2026: How can you ensure quality and performance when buying BESS? #energysky -- via Energy Storage News: https://t.co/R67G3Pl562
Brazil's PV Module Imports Drop 24% to 17.9 GWBrazil
Brazil PV module imports fall 24% to 17.9 GW in 2025 #energysky -- via pv magazine global: https://t.co/lMs2zSGSOi
Inland Rail Introduces Solar-Powered Level Crossings in Australia
Inland Rail deploys solar-powered level crossings in Australia #energysky -- via pv magazine global: https://t.co/58zXmONJL6
Heat Dome Powers Southern Solar, Polar Vortex Dampens North
Heat dome and high pressure boost southern U.S. solar as polar vortex clouds the north #energysky -- via pv magazine usa: https://t.co/2D55vE1P9x https://t.co/A2KbZ8ssOk
Marine Energy Offers Clean, Predictable, High‑Density Power
What are the selling points of marine energy? #energysky -- via pv magazine global: https://t.co/iIuIp33Mzx
Energy Dominates 2026: Facts vs Feelings Review
It is all about energy in 2026. We discussed the 🔥 sector on Facts vs Feelings this week 🛢️ https://t.co/6fjlhsq32I
Trump Administration Reunites Offshore Agencies for Efficiency
The Trump administration is moving to reunify the very agencies split apart after the Deepwater Horizon disaster.
Gas Prices Likely Stay High After Iran War
Experts who spoke with Money say that Americans should expect high gas prices to linger even after the Iran war concludes. https://t.co/inLuVOK07z
Electrification Alone Won’t Shield From Gas Price Shocks
Electrification may not be enough to protect against gas-driven price shocks #energysky -- via pv magazine usa: https://t.co/x9CZpvmkMz
Iran War May Accelerate Europe's Renewable Energy Push
Iran war could spur Europe to double down on renewables — again #energysky -- via Canary Media: https://t.co/EWPPy2Tijh
Stability Fuels Zimbabwe's Transformer Production Boom
CAB3 is for STABILITY & CONTINUITY… Zimbabwe is now producing thousands of Transformers for the local & regional markets. That’s what happens when you have a COMPETENT President… President @edmnangagwa can stay in office as long he is DELIVERING… https://t.co/UDWbBHjTja
Renewables Critics Say Minnesota VPP Falls Short
Renewables groups believe Minnesota VPP program ‘misses the mark’ #energysky -- via Solar Power World: https://t.co/L7c5uzFsXr
Net‑Zero Policies Not Responsible for Cuba’s Energy Crisis
Net-Zero policies didn’t cause the energy crisis in Cuba. @thefreepress is sh*t journalism truly the trademark you are looking to achieve?
Iran Refuses Pakistan Talks; Trump Demands More Time for Hormuz
Iran Unwilling To Meet US Negotiators In Pakistan, Talks At 'Dead End', As Trump Says 'A Little More Time' Needed To Open Hormuz: (ZeroHedge)
Polymer Blend Capacitor Stores 4× Energy at 250 °C
Engineers created a capacitor crafted from a polymer blend that can operate at temperatures up to 250 °C while storing roughly four times as much energy as conventional polymer capacitors. This new material could be used in EVs and to...
Reno Commission Greenlights 200MW Trego Grid Battery Project
Reno planning commission approves permit for 200MW Trego Grid BESS project #energysky -- via Energy Storage News: https://t.co/veYJPQYc2X
Spending Remains Strong; Demand Destruction Not Yet Evident
Friday shoutout to @joebrusuelas, chief economist at RSM, who has been doing some of the best analysis of the war in Iran's economic impact. The key question now is: When does the oil price shock trigger demand destruction? Joe has a great...
Green
For years, green groups have hailed electrification as a core climate solution. And now that we’re suddenly in the middle of historic load growth, they’re largely unprepared to meet the moment with big ideas. “We should all be embarrassed,” says @JaneAFlegal...
Control of Hormuz Determines Iran’s Energy Leverage
The war isn’t about nukes anymore. It’s about Hormuz. If Iran controls the strait, it controls the leverage—energy flows, revenue, and deterrence. Lose that, and it loses everything. https://t.co/E8y4o6BWN6 #Iran #Hormuz #Oil #Geopolitics
Southeast Asia Must Rethink Energy Security Amid Crisis
There is no better time for the countries of Southeast Asia to reconsider their energy security than during this latest crisis. My #CarnegieAsia teammate, Indonesia’s former trade minister @GWirjawan, tackles Southeast Asia’s agency during the current crisis. https://t.co/hrpRX8kt83
Trump Speech Triggers Brent Crude Jump, Prediction Proven
After Trump’s speech on Wednesday night, the price of brent crude futures jumped from below $100 to around $108. On Wednesday, that’s exactly what I told @MarioNawfal what oil would do. https://t.co/CbkZMrjXlx
Republicans Cling to Fossil Preference Despite Renewable Surge
Propaganda has brainwashed some of the public to think fossils are good and wind/solar are bad, but fortunately, reality and physics win, as new wind and solar are dominating in the U.S. and worldwide. "A year into the second Trump administration,...
FlexGen Expands Portfolio by Acquiring Clean Energy Services
FlexGen moves to expand offerings with acquisition of Clean Energy Services #energysky -- via pv magazine usa: https://t.co/gH2wMVbd2S