Global Energy Storage to Reach 158 GW by 2026
BloombergNEF forecasts 158GW of global energy storage deployments in 2026 #energysky -- via Energy Storage News: https://t.co/XuFSQhH8CI
WES Q1 Shows Strong Delaware Volumes, Lower Debt
WES just dropped its Q1 2026 call transcript. Key takeaways: solid Delaware Basin volumes, debt trending down, and strong cash returns. Worth a read for midstream watchers. 📊 Midstream
Hidden Eastern US Structure May Boost Solar Storm Damage
Scientists discovered a buried geological structure beneath eastern America that could amplify solar storm damage to power grids and infrastructure https://t.co/1chonNRU5J
Economics Will Outpace Trump's Coal Push, Solar Wins
Meanwhile Trump is pushing coal. But the economics will win - a few year delay for the US before solar plus batteries dominate.
Iran Urges Citizens to Curb Fuel Amid US Blockade
JUST IN: Iranian officials urged people to cut electricity, gas, and fuel use as US blockade measures disrupt shipments, with President Masoud Pezeshkian warning of potential restrictions and Vice President Saghab Esfahani calling for small daily gasoline reductions.
Brent Oil Surges to $101, Up $39 in Six Months
JUST IN: The Brent crude oil price was $62 six months ago and is now $101.
Wind‑storage Beats Coal, Slashes Germany’s Gas Costs
Firm wind+storage in Germany is now at $91/MWh, plummeting to $73 by 2030. It’s already cheaper than the marginal cost of coal and gas. This shift secures €250 billion in savings on Germany’s gas import bill by 2035 The math is...
European Battery Firm Morrow Declares Bankruptcy
European ESS battery company Morrow files for bankruptcy #energysky -- via Energy Storage News: https://t.co/DKqq8cJ2ve
Analysts Predict Gas Prices, Miss Strait of Hormuz Reality
Wall Street analysts keep giving us gas price predictions for Memorial Day and end-of-year. They seem incapable of escaping the news cycle which is purposely avoiding the real truths on what's actually happening in the Strait of Hormuz. A thread....
China Gains Strategic Edge as US Stumbles in Iran War
China is a winner from the Iran War, says @DanielYergin Beijing stayed on the sidelines & preserved optionality It watched Washington absorb the costs & exhaust munitions & credibility It has reserves while everyone else panicked. #IranWar #Geopolitics #China #Energy #OilMarkets #GlobalPower
WTI Spreads Hit Record Despite Lower Futures Prices
Record WTI spreads at lower futures prices than previous highs The market is pricing an acute near-term squeeze and a belief that it resolves #OilMarkets #WTI #Futures #Energy https://t.co/jobAC4TV8G
Solar Can't Simply Replace Biofuel Land Use
I hear this framing all of the time and it is disappointing to hear it from @OurWorldInData. Basically says that we use alot of land to grow biofuels. Put solar panels on that same land and you could power every car...
Crude Oil at Record Premium Over Gas Signals Reversion Risk
Crude Oil's Extreme Premium vs. Itself, Natural Gas Crude has never stretched to a greater premium to its 100-week moving average and vs. the price of natural gas in the history of WTI futures trading (since 1985) and US natural gas...
Oil Inventories Plummet, Raising Spike and Shortage Risks
Bloomberg: “The world has burned through oilinventories at a record speed as the Iran war throttles flows from the Persian Gulf… The rapidly shrinking stockpiles mean that the risk of even more extreme price spikes and shortages is getting ever-closer, leaving governments...
AGL’s Liddell, Tomago Batteries Expected to Raise Returns 10%
AGL’s Liddell and Tomago battery storage systems to boost returns by 10% in Australia #energysky -- via Energy Storage News: https://t.co/ej4r7dljbn
Buy Nuclear and Rare Earth Stocks Now for 10x Gains
In 2025 I called out to buy rare earths & nuclear. Many got rich from this… Now in 2026, I am calling for strong buys on Nuclear & rare earths again. Over 10x potential. These stocks are the best names to buy...
Oil Expected to Decline as Iran Conflict Likely Subsides
$USOIL - Given that it's highly unlikely that the war in Iran will resume crude oil should generally move lower over the coming weeks, with occasional bounces whenever there's news about an escalation of the situation like the ones we...
Japan Reopens NEDO Perovskite Solar Call, Emphasizes Single-Junction
Japan reopens NEDO perovskite solar call with single-junction focus #energysky -- via pv magazine global: https://t.co/gQrXmm1aJc
EVs Set to Displace More Oil than China By
EVs slashed global motor fuel use by 2.3 million barrels per day in 2025 (over 2% of global consumption) as sales grew 20% year on year. By 2030, BNEF expects EVs will displace 5.3 million barrels/day. That's more oil than...
US Refineries Ramp Up Ahead of Summer Driving Surge
Summer driving season approaching - U.S. refineries have the pedal to the metal right now - triggering stress points.
Trump’s Wind Policy Threatens Canadian Stability, Warns Smith
Why Canadians Should Worry About Trump’s Attack on Golden State Wind Govt institutions should be boring, predictable, not subject to one politician's whim or ideology. We're looking at you Danielle Smith. #ableg #abpoli #cdnpoli https://markhamhislop.substack.com/p/why-canadians-should-worry-about
Fuel Crisis Rebrands Green Tech as National Strength
Green technologies used to be “woke leftism”. Now with the Iran/US war hammering fuel supplies they’ve been instantly rebranded as ways to be a strong nation. In Europe sales have risked 20-35% in large nations. This green technology wave will likely...
China's April Crude Imports Plunge Below 2019 Levels
Big drop in crude import volumes out of China in April Imports dipped below 2019 levels Clearly helped stabilize the global market (gas imports also down) https://t.co/XJmsiZkLkp
Free Market, Curtailment, Storage Reshape Brazil's Solar Sector
Free market, curtailment, and storage reshaping Brazilian solar sector #energysky -- via pv magazine global: https://t.co/UkOtKxTmyo
EU Subsidies Leave Portugal’s EV Chargers Frequently Broken
The majority of EV chargers in Portugal I run into are "out of service" I never thought much of it until this tweet Now I know companies get subsidies to install them but then there's no requirement to actually keep them working...
Investors See Middle East Conflict De‑escalating Amid Ceasefire Violations
Week Ahead: Trump-Xi and US-China CPI: There were several developments to note last week, but arguably the most important was that investors are optimistic that the Middle East war is winding down despite some violations of the ceasefire. June WTI...
US Prioritization Assumption in Hormuz Conflict Proven Wrong
I agree 100% with @ProfTalmadge and noted this major misstep in my recent @AtlanticCouncil column on the energy security lessons so far from the Iran war. @RapidanEnergy's pre-war modeling of a Hormuz conflict assumed the US military would...
Gas Prices Stay Above $4.50, Diesel Near Records
Heading into the peak U.S. driving season, the latest AAA data show regular gas (petrol) prices holding above $4.50 a gallon and diesel prices near record highs. #economy #markets #gas
Buy €79K Dutch Car for 113kWh V2G Battery
Not sure if there is a cheaper way to unlock a 113kWh V2G capable* battery for yourself than simply getting this €79K 🇳🇱 vehicle 🔋🔋🔋 (* probably only V2G support in D(ACH) market(s)) #alwaysbedischarging ⚡️⚡️⚡️ https://t.co/iKOOntJCs2
Iraqi Fuel Trucks Cross Syria, Arrive in Spain
Iraqi fuel oil, transported by trucks to the Syrian port of Banyas and then loaded onto an oil tanker, has now reached its final destination in Spain. Hundreds of trucks traveled daily through the western Iraqi desert and across Syria to...
Markets View Iran War as Ongoing Demand Drag
WTI fell 6% this week and 12-month spreads fell 25%. Markets now see the Iran war as a persistent drag, not an imminent systemic collapse They increasingly expect demand destruction, not growth, to rebalance the market. #WTI #OilMarkets #Backwardation #DemandDestruction #EnergyCrisis #Brent...
Buy Short‑Dated Refined‑Product Futures Amid Tight Global Oil Stocks
GS: global oil stocks at ~98 DoD; rapid depletion, regional concentration and naphtha/LPG/jet shortages risk local fuel runs. Trade: buy short-dated refined-product futures. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Spain's Power Prices Plunge to Europe's Cheapest
Spain’s power prices have flipped. A decade ago, Spain was a solar cautionary tale & high-cost market. Now among Europe’s cheapest. Gas decline is part of the story, but not the whole picture. More tomorrow: https://t.co/In5lBaF2ox https://t.co/CYOLNd8woh
Iran's Redundant Networks Test Others' Endurance, Not Its Survival
Most observers treat Hormuz as Iran's economic on-off switch Iran has prepared for this moment for 47 years It has redundancy everywhere: Land routes, shadow trade, barter, smuggling, informal finance. These have trade offs but the real question isn't “Can Iran survive?” but “Who...
China’s Refined Fuel Exports Hit Decade Low Despite HK Exemption
China's exports of diesel, gasoline, jet fuel other refined fuels fell to the lowest level in a ~decade in April thanks to the export ban. That probably understates the contraction because the trade figures include HK, which is exempted from...
New Wind‑Storage Beats Fossil Costs, Proving Bankruptcy
In the UK, Germany, and Spain, building brand-new wind + storage is cheaper than simply paying for the fuel and maintenance of existing fossil plants >Storage costs fell 93% since 2010 >New gas generation is now >$100/MWh >Firm wind + storage in Germany...
China's Wind Farms: Stunning Landscapes of Renewable Power
A bunch of extremely beautiful pictures of wind farms in China - all photographs by Weimin Chu https://e360.yale.edu/digest/china-renewable-photo-essay
WA Budget Funds Hardware, Skips Decarbonisation Policy
Western Australian Budget 2026-27 Summary: Infrastructure Yes, Climate Action No WA Government budget delivers impressive renewable energy hardware but dodges the policy framework needed for real decarbonisation. Build up, not out Build renewables + batteries And EV networks https://t.co/N6WtLleeto
French IPP Deploys Mini Solar Farms Using Low‑Voltage Extensions
French IPP building mini solar farms via low-voltage extension #energysky -- via pv magazine global: https://t.co/GEahsVb1i7
NASA Spots Hormuz Fires; Trump's Denial Untrustworthy
NASA satellites are detecting fires in Hormuz after tonight’s clashes. Iran claims it hit U.S. carriers Trump denies any damage The facts are still unclear—but I'd bet the damage is more serious than Trump claims. That's because the only clear fact is that...
China’s Refineries Cut Throughput, Using Underground Storage
Why aren’t China’s onshore crude inventories collapsing? Because Chinese refineries have throttled back crude throughput, says @HFI_Research They’re drawing refined product inventories and crude from UNDERGROUND storage. The system is rebalancing flows, not operating normally. #China #OilMarkets #EnergyCrisis #Refining #CrudeOil #OilStorage #Macro...
US Battery Storage Operators Confront Rising Market Complexity
US BESS operators face growing complexity as markets mature #energysky -- via Energy Storage News: https://t.co/0Oj3H6jfaj
Energy Prices Surge Over 50% Since New Year
JUST IN: Since January 1, 2026, prices have increased for gasoline by 103%, heating oil by 84%, Brent crude oil by 66%, crude oil by 66%, European gas by 56%, and coal by 23%.
Australia’s Top Utility-Scale PV Asset Sets New Benchmark
The best performing utility-scale PV asset in Australia #energysky -- via pv magazine global: https://t.co/J9ZOXoPf5A https://t.co/IjOsQetsXN
Blocking Iranian Tankers Is Unrealistic, Like Policing Tiny Waters
It’s not stupid to “let” Iranian tankers get thru the blockade if you’re powerless to stop them @BrettErickson28 This is not like guarding a canal. It’s closer to trying to police a small U.S. state’s worth of water https://t.co/o7uBWIKrky
US Freedom‑of‑Navigation Test in Hormuz Avoids Casualties
Calling the destroyers “bait” is click bait @MarioNawfal They were a visible test of U.S. freedom-of-navigation claims No U.S. ships were hit No U.S. personnel were reported killed The attacks were intercepted Not a major Iranian escalation. #Hormuz #Iran #Oil #Geopolitics
Battery Landscape Transforms Beyond Common Expectations
Batteries: The game has changed – and it’s not what you think #energysky -- via pv magazine global: https://t.co/DyHILEKWTQ
Fuel Shortage Spikes Texas Gas Prices, Looming Downturn
25% of the fuel that has kept prices here in the US artificially lower is now vanished from the market...gas has jumped .20 a week here in Texas since the war started. Its bout to ve a rough fall
Landholder‑led 4‑hour Battery Cleared in Four Weeks
Landholder-led 4-hour big battery gets federal environmental all-clear in just over four weeks #energysky -- via Renew Economy: https://t.co/XSV48Y7wA8 https://t.co/acEI1zQkag
CMBlu Secures €50M Series C for Organic Flow Batteries
Organic flow battery company CMBlu closes €50 million Series C #energysky -- via Energy Storage News: https://t.co/596pHjCFaJ