Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
PERC module prices up 20% in the US, as overall module prices remain constant #energysky -- via pv-tech: https://t.co/tCjDFGAGwR
The spot price for current physical cargoes of Brent crude oil soared Thursday to $141.36, the highest level since the 2008 financial crisis, according to S&P Global - CNBC
People who think oil doesn't matter anymore and people who think the market should instantly crash from it https://t.co/phbDR1JL7l
Everything suggests that at least ~4 million barrels of crude exited the Strait of Hormuz today. Largest outflow since the 1st day of the Third Gulf War. (... And yes, that's a fraction of the 20 million barrels a day...
Amid Europe’s energy storage boom, residential batteries offer new trading potential #energysky -- via Energy Storage News: https://t.co/ukLFHHsy4q
Most recent interview.... Note: New record highs for the US after the closure of Hormuz: 🎯Export of petroleum products 🎯Exports of Naphtha 🎯Exports of LNG
Terabase Energy invests in automation and engineering to streamline solar construction #energysky -- via pv magazine usa: https://t.co/KvpXr4YB92 https://t.co/oOSM8TzgF4
Third Gulf War — energy impact (week-on-week; Fri-to-Thu because Easter): Dated Brent oil: ⏫ +17.5% (note physical, not futures) WTI crude oil: ⏫ +12.2% Newcastle coal: ↔️ +1.5% EU nat gas TTF ⏬ -7.6% German power:...
Alex is right. California is an anomaly in state electricity prices, and the primary reason is wildfire.
Energy transitions continue to produce spillover effects despite geopolitical tensions #energysky -- via pv magazine global: https://t.co/xNgIwdisR9
🎯 Following the Hormuz Crisis, U.S. exports of petroleum products surged to a record high last month as Europe suffers for high diesel and jet fuel prices, while Venezuela’s crude oil exports reached their highest level in six years. 🎯Following Trump's...
Georgia Power breaks ground on 1 GWh BESS near existing solar site #energysky -- via pv magazine usa: https://t.co/Gy2LLWdrnN
National average gasoline at $4.07. Probably take $120 WTI oil to get to $5 per gallon Gas (WTI now at $112 per barrel)
A 20% probability of success is a statistical failure @Leggmason111 I was part of a risk analysis team for a major oil company. We routinely calibrated our Ps with drilling outcomes over a 20-year historical global database. 20% Ps or...
Brent crude oil futures looking out a few months and beyond are down sharply in the past week @augurinfinity https://t.co/0xHk81TJYg https://t.co/VVmceseKBH
At least now Iran is also omitted from the narrative, as US and Israel were by default. We can now pretend the closure of the Strait of Hormuz was a natural disaster, something to collectively overcome
This correction is a gift. It’s clear power demand is at all time highs & I’ve been adding these… $IREN — 4.5GW secured, 810MW live + $9.7B Microsoft AI cloud contract. $VST — Nuclear baseload king. 20-year Meta PPA locked in. $VRT —...
Tomorrow, I am going to show that there is actually a path towards a fully recovered oil-flow in 4 weeks from now, even despite a situation where Trump doesn't really end the war, or where he leaves with solving the...
I bet countries around the world are wishing they’d invested in renewable energy right about now. It’s terrible how the global south is being impacted by a war they’re not even involved in. I’m grateful that Uruguay is almost fully...
T1 Energy produced 2.8GW solar modules in 2025, forecasts up to 4.2GW in 2026 #energysky -- via pv-tech: https://t.co/tHyzwZvbbn
From Bloomberg: “The world’s most important price for real-world oil barrels surged above $140 on Thursday, the highest since 2008. Dated Brent, the price of shipments bought and sold in the North Sea, reached $141.37, surpassing levels seen when Russia invaded...
The only way to stop an economic spiral is for Trump to end the war and for Iran to open the Strait of Hormuz. The longer he delays, the longer Americans will struggle with higher oil—and gas—prices. @morningjoe
JinkoSolar achieves 32.76% efficiency in perovskite-TOPCon tandem solar cell #energysky -- via pv magazine global: https://t.co/gJ3RJKEpOT
🇺🇸The food-vs-fuel debate is back amid the war-driven surge in energy costs, particularly for corn-based ethanol. Yes, 2026 U.S. corn plantings will drop from 2025, largely due to rotations. But 2026 could see the 4th largest corn area since WWII and...
Short but (characteristically) excellent piece from @Rory_Johnston on Trump’s speech and the oil market https://t.co/UCAlkgeCLD https://t.co/TaxA7jMxrL
I hope I’m wrong, but I don’t think we’re anywhere close to having a “deal” or the strait of Hormuz opening anytime soon. This 3 day weekend could be a absolute sh-t show and almost expect it to be...
Trump's "advice" to nations that are suffering from the US-Israeli war of choice that closed the Strait of Hormuz: "Build up some delayed courage, go to the Strait and just take [the oil]. Iran has been decimated... so it should...
WTI is important for diesel pricing, but retail diesel is set on on ULSD heating oil contract traded n NYMEX, which already saw these levels over last 10 days. Retail diesel will move up in price, but nearly as dramatic...
🚨 NEW POST 🚨 The Billion Barrel Cost of a Longer Iran War The total volume of unproduced Gulf barrels is set to rise above one billion barrels over full shock duration; lost production in April alone will absorb nearly the entire...
Another Victor and Uncle Albert moment as @MrMBrown and I debunk the myth of a global natural gas price. Pay attention at the back "taps sign" https://t.co/ii46KI6Uxn
It's early lol...but if told me Crude would be up 11% would think ES_F be down 2%, not 0.2%...progress
Documents show Exxon executives knew a $500 million algae research project wasn’t meeting its goals outside the lab, even as they promoted it to investors as a potential boon https://t.co/Sak3Wc9jUg via @WSJ
Physical oil hits its highest level since 2008 *DATED BRENT OIL PRICE SOARS TO $141.37/BBL, HIGHEST SINCE 2008 https://t.co/OkcbcnE3kg
As AI drives an explosion in new data centers, local communities from Texas to Ireland are saying no to Big Tech’s insatiable water and electricity demands. My short (9.5 minutes) documentary spotlights the backlash and explains why local communities are...
Prior to the President’s address, the NDR Hormuz Stress Index began showing early signs of easing. Crude markets are tight, overbought and sentiment is excessively optimistic. Overbought conditions have historically seen low or below average returns but not necessarily outright...
To boot, 11% of all energy worldwide is used just to mine, transport, process, and/or refine fossil fuels and uranium. https://t.co/c3RjxqKhcO Whereas wind, solar, geothermal, and hydro require 0 such energy because wind comes right to the turbine, etc. So for anyone to...
US-based WTI crude oil is up around 110 with today's surge following President Trumps address to the nation yesterday. Notably, this puts WTI (US-benchmark) to a ~3 premium to Brent. That's the first premium (on a weekly basis) since Jan...
The quick selloff in Oil found buyers at the anchor from Trump talk last night, not what you want to see It doesnt seem to matter to equities so far, they are holding their gains https://t.co/OODkxuSMVK
IRAN: DRAFTING PROTOCOL WITH OMAN FOR HORMUZ STRAIT TRAFFIC Interesting that the stock market holding steady today after yesterday's address by President Trump. When stocks stop going down on bad news, worth paying attention.
If every country replaced all of the Gulf production with US production, it would mean the US would be exporting 100% of its extracted crude oil.
China’s exposure to the loss of Middle East LNG China will likely reduce its liquefied natural gas (LNG) imports in response to the loss of supplies from the Middle East and higher spot prices mostly by curbing gas-fired power generation and...
Prompt WTI timespreads today hit a record high of $15/bbl If you've currently got a barrel of physical WTI-deliverable crude in the Cushing area, you can *rent* said barrel to the market for the next two and a half weeks and...
European natural gas prices (TTF) are up 6% to about $17/mmbtu on fears that a prolonged disruption in the Middle East will curb supply 🇪🇺 US gas prices (Henry Hub) are down nearly 1% to $2.8/mmbtu as shale production keeps...
Technically, we have self-sufficiency, but it would be an expensive and lengthy process to re-work our entire distribution & refining system to tap into it. The internal distribution system (shipping, pipelines, etc) would have to be totally rewired to re-route...
CHART OF THE DAY: The extreme backwardation in WTI oil futures, and the impact on (lack of) hedging opportunities for US shale for 2027-28. While the front of the curve has exploded (+$44 a barrel), the back (24 months out...
NEW ANALYSIS: Record wind and solar generation saved UK from gas imports worth £1bn in March 2026 📈Wind+solar were up 22% year-on-year in March to a record high for the month ⛴️This avoided the need for gas imports worth £1bn at current...
"Pace yourself. The Iran War and Hormuz closure is a marathon, not a sprint." https://t.co/BU5JGk7A7w
Physical attacks on the energy grid are rising in the US, Canada, and all over the world. Companies and research institutes are using cameras, radar, and AI to boost their defenses. https://spectrum.ieee.org/power-grid-attack-security-gridex
FACTCHECK UPDATE: No, the UK can't "be more like Norway" in the North Sea 🇬🇧 extracted most of its oil & gas after privatisation 🇳🇴 has much more left due to state stewardship 🤔Lawson spent UK windfall on tax cuts; Norway got a...
If you manage outside money, put the letters “CFA” at the end of your social media name, and today you are asking “Why is WTI trading above Brent?,” I’m afraid your clients have a problem.
