Industrial Carbon Tax: Key Tool for Climate Mitigation
I am going to use this as an auto-reply on stories about the role of the industrial carbon tax. https://t.co/ZcVNH2IkKS
Earn Money by Charging EV During Octopus Agile Window
you get paid to charge an EV tomorrow on Octopus Agile for ~4 hours, or use any electricity during that time https://t.co/HdyttCqgwD
Electrospray Cooling Boosts Solar Panel Efficiency, Saves Water
Electrospray cooling can boost PV panel performance with minimal water use #energysky -- via pv magazine global: https://t.co/tFbOoSFCLn
France Considers Targeted Fuel Aid Amid Iran War
France weighs targeted fuel aid as Iran war pushes up costs https://t.co/cq1BDGxOCP via @WHorobin https://t.co/XDxJyMTgxY
Truckers Face $6K Rise From Carbon Tax Hike
Dear @SenatorWallin, you should learn what is covered by the industrial carbon tax. I challenge you to show a calculation that the April 1 increase in the industrial carbon tax increases costs to truckers by $6k. Please show how those...
WTI Oil Beats Gold Over Past Year
Wild. WTI oil now outperforming gold over the last twelve months. $oil : $gold ratio https://t.co/45PLa8stic
Nation's Largest Urban Battery Deploys Near San Francisco
Nation's largest urban battery to take center stage near San Francisco #energysky -- via Canary Media: https://t.co/fv1RqbWPt2
Questioning Futures Curve: What Is True December WTI Expectation?
Assuming, as most of you seem to have massive confidence, that the futures curve is not a reflection of true market expectations of future spot. Current Dec Futures are 72.5 ish. What do you think the market expectations for...
Crude Spot Markets Reach Unprecedented Tightness, Spreads Near Whole Dollars
It's not a great sign when you start simply rounding crude timespreads to the nearest full dollar per barrel Brent prompt spread at $10/bbl, WTI at $14, Dubai at $17 (we normally talk about term structure in cents...) Crude oil spot markets have...
War's End Determines Brent Spot vs Futures Direction
This is the spot Brent oil price (white), the Brent March futures that just expired this week (orange), the current Brent June futures (yellow) and WTI (green). If war ends quickly, white converges down to yellow. If war drags on,...
China's Energy Storage Boom: Watch Inventory Data
China's energy storage market is booming. One Chinese analyst thinks you should look at the inventory data . Read more and sign up to my newsletter here: https://t.co/ck3zk49kBX https://t.co/sA0TPeUWMc
Fuel Crisis Pushes Indonesia Toward Perilous Policy Trade‑offs
A terrific piece from my #CarnegieAsia teammate @sdjaffrey on how the fuel crisis is forcing politically perilous trade-offs in Indonesia. As conflict in the Middle East drives up fuel costs across Asia, Indonesia faces difficult policy trade-offs over subsidies, inflation,...
Iran's Oil Revenues Surge Amid US‑Israeli Conflict
I spoke with @MarioNawfal on Iran's free cash flow benefits from the US-Israeli war on Iran: "Who's benefited economically from the war? It's Iran. Because they're exporting more oil than they were before. The price is a lot higher & the...
Iran’s Hormuz Grip Threatens Global Oil Supply
What Iran’s Control of the Strait of Hormuz Means for the Global Economy #oott #oil #iran @ACGlobalEnergy https://t.co/zl1MAO5TPp
China Solar Cell Prices Drop Third Week Amid Cost Easing
China solar cell prices fall for third consecutive week as upstream costs ease #energysky -- via pv magazine global: https://t.co/Oawb2A3W9W
World’s Largest LNG Export Plant Offline for a Month
The world’s biggest LNG export plant has been offline for a month 🚢 ⚠️ Let me explain why you should care about that 👇 https://t.co/Ywo3ZK9mac
Maine Joins Two States with Plug‑in Solar Law
Maine becomes third state to pass plug-in solar legislation #energysky -- via pv magazine usa: https://t.co/ZUmpYRpuPN
White House Adviser Cites Futures: Energy Prices Falling
“… Energy prices are going down […] you don’t have to believe me, look at the futures market…” — White House top economic adviser Kevin Hassett https://t.co/RCHUpjLhW2
Louisiana Aims for 12 GW Utility‑scale Solar by 2035
Louisiana projected to add 12 GW of utility-scale solar by 2035 #energysky -- via pv magazine usa: https://t.co/iJc4Dml2fD
Futures Signal Oil Prices Will Normalize by Summer
HASSETT: "You don't have to believe me, just look at the futures markets, which trade future contracts on these things--and they're way back headed towards normal by the fall and certainly into the summer" https://t.co/MJNzrqID5k
US Solar Prices Rise Amid Trade Risks, FEOC Rules
U.S. solar module prices face upward pressure as trade risks and FEOC rules dominate Q1 2026 #energysky -- via pv magazine usa: https://t.co/oHCu7Y0TZp https://t.co/iQ0cvynnK7
Trump May Weaponize Hormuz Closure to Pressure Allies
Trump allowed Hormuz disruption for strategic reasons, suggests @DrJStrategy That's a crock of shit idea. I doubt Trump knows how to play chess much less 4D chess. He may be using Hormuz’s closure—and his inability to fix it—to pressure allies into solidarity. #Geopolitics...
Italy Prolongs Iran War Fuel Tax Cut, Costing €500 Million
Italy extends Iran war fuel-tax cut at the cost of €500 million https://t.co/7xt4Nt9sDu via @donatopmancini https://t.co/Pgpw2aMYNs
Ex‑Iranian VP Urges Nuclear Limits, Hormuz Reopening, US Pact
Even a former Iranian VP says: Keep fighting & everyone loses He proposes: Iran limits its nuclear program & reopens Hormuz Full sanctions relief U.S. non-aggression pact. https://t.co/bbE9D1Zj4d #Iran #Geopolitics #Oil #EnergyCrisis
Oil at $150 Could Spark Global Recession, Warns BlackRock
BIG: BlackRock CEO Larry Fink warns that oil prices reaching $150 could trigger a global recession https://t.co/0zsMPxObej
Oil Futures Curve Contradicts White House’s Iran Disruption Claim
White House top economic adviser Kevin Hassett says the oil futures market agrees Iran is a short-term disruption. Apparently he means the shape of the oil futures curve, which is massively backwardated (or inverted, if you prefer that terminology). Now, who’s...
Fermi's 10+ GW Plan Faces Transmission Bottleneck
This is where Fermi wants to build 10+ GW of power? Feels like there will be a transmission issue, no? https://t.co/AKAjMOW0jy
US Plans to Reopen Strait of Hormuz, Timeline Unclear
Great. Trump. US will reopen Strait of Hormuz. How long is “a little more time”?
Subsidized Malaysian Fuel Feels Like VIP Service
Now pumping fuel at Malaysia felt like a VIP. Subsidy price, no queue and always got petrol. ⛽️
Europe's Gas Price Surge Makes Hormuz Intervention Urgent
Whatever objections Europe has to helping open up the Strait of Hormuz, it's a matter of urgent self-interest to help sort this situation out. On a similar time scale to 2022 after Russia invaded Ukraine, European natural gas prices are...
Brent Futures Discount Deepens Amid Spot Oil Shortage
The discount on the Brent future expiring in June to the spot Brent oil price is up to 22%. There's acute shortage of oil in the spot market, while futures markets think the war ends soon. This decoupling isn't unprecedented....
Full Hormuz Oil Replacement Unrealistic, 10‑
Ideas Dinner Manhattan: Strait of Hormuz, how to replace 21M bpd oil?? Existing bypass pipelines (Saudi 7M + UAE 1.8M) cover 40-45%. Full replacement? 10–20+ yrs, $40B+, geopolitically brutal, not realistic. Next 5 yrs: expansions might hit 55–65% max. https://t.co/eTeUaAMFgS
US Energy Shock Hits Prices; Asia Faces Real Shortages
Remember, the energy shock in the US is primarily about price. Elsewhere in much of the world, quantity is also a real concern. Indeed, you only need to look at the ongoing policy and household/corporate adaptations in an increasing number of...
Spot Oil Outpaces Futures as War‑end Expectations Rise
Lots of people say the disconnect between spot and futures prices in oil means markets are broken. No! Spot Brent at $140 (white) is above the June future (yellow) because markets think the war ends soon and tanker traffic comes...
China Gains Upper Hand in Iran Conflict
Today's pod: WHY CHINA IS WINNING THE IRAN WAR Energy crises tend to have strange ripple effects. The 1970s oil crises contributed to (among many other things): - stagflation, the demise of the New Deal order in America, & the ensuing...
Pakistan's Grassroots Solar Saves $120B, Fuels Independence
The Strait of Hormuz is a fossil fuel tinderbox, but Pakistan is busy winning the real war. 50GW of solar imported so far by the people - not the bureaucrats. That’s $120b in fuel costs SAVED over the panels' life Energy...
Oil Analysts' Warnings Ignored Until Supply Shocks Hit
Oil experts are an interesting breed of people. They are sorta like gold bugs. For long periods they sit in a distant corner of the financial markets. We pass by their desks and they nod at us...
Retail Diesel up Slightly While Wholesale Prices Decline
Despite the surge in oil prices on Thursday, retail diesel only went up $.06/gallon overnight to $5.48/gallon. This will cost truckers $.01/mile more for fuel. Interestingly, the rack price (wholesale price for diesel) has actually dropped over the past ten...
Gasoline Stays Cheap While Oil Shock Fuels Politics
In any oil shock, the most politically charged part of the barrel is gasoline. Ironically in this crisis, gasoline is the least affected. (That doesn’t reduce the economic impact of sky high oil prices via diesel, jet fuel and fuel oil....
Ed Miliband Greenlights First North Sea Gasfield in Decade
👀👀 Ed Miliband to approve first major North Sea gasfield project in decade - The Times and The Sunday Times https://t.co/mlTg7cGitF
Global Oil Surge Drives Pakistan's Rising Petrol Prices
Not sure why people are criticizing the government so much over the petrol price, but the truth is that petrol prices haven’t just increased in Pakistan—they’ve risen globally. Prices in the international market have gone from around $65 to $120,...
Iran Launches Drone Strikes Across Gulf, Halting Oil and Gas
Iran targeted more sites in Arab Gulf states overnight and into Friday ⚠️ 🇰🇼 A drone attack caused a fire at Kuwait’s Mina Al Ahmadi oil refinery 🇦🇪 Abu Dhabi suspended operations at its Habshan gas facilities 🇸🇦 Saudi Arabia said it...
Government Sets Fuel Price Ceiling, Retailers Free to Undercut
The govt sets price ceilings here…. It’s not the govt’s fuel, it’s owned by private companies… if you think you can sell at a lower price, no one will stop you… The price set by govt is the MAXIMUM that...
Brent Basis Spread Hits $32, Shifts to June Contract
Goldman>The gap between dated Brent-the cornerstone of the global physical oil market and the reference point for many crude purchases by global refineries-and the near-dated Brent futures-which shifted from the May to the June contract...
Drone Strikes Destroy 40% of Russia's Primorsk Oil Storage
Exclusive: Russia's Primorsk oil terminal lost 40% of storage to drone attacks, satellite images show https://t.co/zqKHubcFrw
Kremlin Says Strait of Hormuz Open for Russia
MOSCOW, April 2 (Reuters) - Kremlin aide Yuri Ushakov said on Thursday that the Strait of Hormuz was open for Russia.
Omani‑linked Groups Own Tankers
The tankers are not going to Oman @ryan_czm They are owned by groups from or linked to Oman. I wanted to understand who was willing to take this risk.
Osaka Gas Eyes US Gas Plants to Power AI Boom
Japan’s Osaka Gas is considering to invest in *five* US gas-fired power plants 🇺🇸 ⚡️ This could be a pretty profitable bet. US gas is cheap and the AI boom is slated to boost power demand Gas can provide around-the-clock electricity data...
U.S. Consumes More Crude Than It Produces, Remains Net Importer
The US is a net importer of crude oil. It consumes more crude oil than it produces, it doesn't have crude oil to sell to the world. https://t.co/OuDErnkSc9
Austria to Add 1.63 GW Solar by 2025
Austria deploys 1.63 GW of solar in 2025 #energysky -- via pv magazine global: https://t.co/V6RpszBQVH