Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
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Every morning
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
We will soon be closing the first call for Pre-Qualification Applications for the Salone Off-Grid Renewable Energy Acceleration (SOGREA) initiative to develop & upgrade #minigrids in #SierraLeone. More on application guidelines and eligibility criteria 🔗https://t.co/33ny5TBLTw https://t.co/0B4a9nAILj
Peak Gas, Crude Risks Elevated in 2026; Energy Price Trend Down - Absent a supply shock from potential hostilities with Iran, crude oil may be more likely to peak in 1Q on the back of natural gas. Predominant downward price...
Who is Velesto Energy Berhad? 🌊🏗️ If you’ve been following the Malaysian stock market or the O&G sector, you’ve definitely seen this name. But do they just "dig for oil"? Here’s the breakdown of this local giant. 🧵👇
U.S. CRUDE OILinventories surged by 16 million barrels over the seven days ending on February 20, the largest one-week increase for three years. The increase was concentrated at refineries and tank farms along the Gulf Coast where stocks rose by...
The Zimbabwe export ban seems to be due to transfer pricing, ie producers understating grade/value of exports. Similar to what we saw from the Chinese company that operated Bald Hill in Australia a few years ago. On my calcs, average Zimbabwe...
Velesto Energy just reported a profit dip for FY25, yet they are paying out the highest dividend in the company's history. Is the RM1.3 billion order book enough to offset lower rig utilization and declining charter rates? Here is the breakdown of...
Waratah Super Battery transformer replacement scheduled for Q3 2026 delivery in Australia #energysky -- via Energy Storage News: https://t.co/GzvjWPYcAK
More states look to virtual power plants to fight rising electric bills #energysky -- via Canary Media: https://t.co/cI5KwxOTqy
🚗In January 2026, new EU car registrations fell by 3.9% compared to January last year. In January 2026, 154,230 new battery-electric cars were registered, capturing 19.3% of the EU market share. The four largest markets in the EU, which together...
Coal's long decline is why US power supply is can't meet demand expectations. That doesn't mean “coal was good” or “renewables failed.” US lost a massive block of dispatchable power during a no-growth era Now that growth is back, there's no fast,...
AI now can now predict solar cell efficiency from wafer quality #energysky -- via pv magazine global: https://t.co/1XDFJj5yx6
Tigo Energy debuts real-time solar equipment commissioning software at IESNA 2026 #energysky -- via pv magazine usa: https://t.co/LrqsKf3hIU https://t.co/wAHLxCt6G7
How can batteries respond to energy price volatility in Europe? #energysky -- via Energy Storage News: https://t.co/eEMsHucngj
Public Power Advocates Have Learned From Past Failures #energysky -- via Heatmap News https://t.co/pX0v48103H https://t.co/I0WLqjrGEb
While US grid demand increased 2.1% in 2025, California's declined 3.16%-despite 2.5 mil EVs in CA, lots of heat pumps, and 3rd-most data centers in the US About 36% of the decline was due to growth in behind-the-meter PV BTM PV is...
While US grid demand increased 2.1% in 2025, California's declined 3.16%-despite 2.5 mil EVs in CA, lots of heat pumps, and 3rd-most data centers in the US About 36% of the decline was due to growth in behind-the-meter PV BTM PV is...
WTI comparative inventory returned to a surplus It has increased 12 mmb to 5.3 mmb more than the 5-year average $65.30 WTI was $8 > marginal price on the red yield curve the week ending February 20 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit...
Senators propose to bring back 5% safe harbor to utility-scale solar projects #energysky -- via Solar Power World: https://t.co/9If8Sg2aFn
A good week for the oil glut story U.S. comparative inventory rose 12 mmb for the week ending February 20 Crude C.I. rose 13 mmb, gasoline was flat and rose distillate rose 0.1 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities...
Bert Thin Films launches copper paste for backside solar cell metallization #energysky -- via pv magazine global: https://t.co/26iCIvaF8G https://t.co/JvPeGpDSGg
Trump's Bullying of IEA a Wake-up Call for Canada Energy Sec Chris Wright: Stop promoting net-zero or US will pull out of iea. Canada needs data, modelling for trade negotiations, policy. Where will Mark Carney Carney get it? Our own economists. #cdnpoli https://youtu.be/DhE1Gfoh-yY
Trump’s EPA is yanking support for electric school buses #energysky -- via Canary Media: https://t.co/wWCGInkszK
CHART OF THE DAY: Global energy-related CO2 emissions, with historical path, plus different scenarios: current policies, stated policies and net-zero by 2050. The later curve is getting more cliff-like by the day. My @Opinion column on net zero is here:...
Shoals reports record $148 million Q4 revenue, full-year growth of 19% #energysky -- via pv magazine usa: https://t.co/bo7p0b9Z7D
Bring Your Own Generation Comes With Its Own Risks #energysky -- via Heatmap News https://t.co/3GKbb5kFF7 https://t.co/rYlt6Su0pH
FERC finds that setting min. stds for interregional transmission capacity "can inaccurately value interregional transfer capability." OK. But the status quo is definitely inaccurately valuing interregional transfer capability. Nothing will change. FERC missed an opportunity.
Oil peaked in 2008 at $140 and has fallen sideways since to ~$65 today. In hard-money gold terms, 1 ounce buys 100 barrels of oil. Oil has been deflating for decades. The only time it was cheaper was 2020 when...
Are the RUSSOPHOBES in Europe still buying Russian oil? The answer is YES. SANCTIONS = NEVER WORK. https://t.co/EGIEz4CjE2
It's worth keeping in mind that this chart shows electricity consumption per capita, which has much better correlation with wealth than "primary energy". Electricity consumption is more closely-tied to the markers of modernity (access to IT, A/C, refrigeration, water treatment...)...
I don't think the world is ready for the reality that the great solar boom wasn't as cost-efficient as everyone thought. And actually, in a round-about way, was probably predominantly subsidised by growing Western indebtedness, at the cost of middle-class...
Illinois Governor JB Pritzker just issued an order aimed at facilitating at least 2 GW in nuclear capacity additions. It's good to see an increasingly wider recognition of the potential of nuclear power, which has been stunted for decades by pseudoscientific...
Last night’s State of the Union address tied AI dominance to power plants, permits, and domestic mining. Earlier in the day, the House Energy & Minerals Subcommittee debated how to actually fix the mineral markets behind that ambition via the SECURE...
Good piece by @atrembath and @TedNordhaus on the distinction between solar optimism and solar maximalism. I'm definitely quite bullish on solar, but we also need other clean energy technologies (wind, storage, nuclear, geothermal, CCS for some industrial processes) alongside it....
U.S. shale isn’t dead but frack fleets are heading overseas “The opportunity in Argentina is one of the most promising," says Patterson-UTI Energy CEO. https://t.co/BGmL1ZLCnL #Shale #Oil #Fracking #EnergyMarkets #SupplyConstraints
OPEC+ likely to restart supply hikes The oil glut is looking more like Y2K Still, OPEC+ increases will probably be cautious. https://t.co/XT9I0sGhYp #Oil #OPECPlus #EnergyMarkets #Geopolitics #Shale
New filings suggest the Keystone XL pipeline is being resurrected South Box in Canada & Bridger Pipeline in the U.S. are involved. https://t.co/Gl3HfeV9C5 #KeystoneXL #Pipelines #EnergyPolitics #Oil #Canada #US
🇺🇸U.S. ethanol production continued at a strong rate last week, topping 1.11M barrels per day for a third straight week. For the last three weeks, output has been about 3% above the year-ago levels. https://t.co/VcHmt2Mthb
RBOB gasoline futures down 1% YoY... very likely to turn up YoY in the weeks ahead... $3 pump prices absolutely coming $UGA $RB_F https://t.co/H5sX1paGVU
How China’s 5-year energy plan could change the way it powers its economy Beijing will prioritise energy security through large-scale projects and greater regional self-reliance, as risks mount at home and overseas https://t.co/HwoETxozqe via @scmpnews
I can't remember--who was the president 10 years ago? That Administration's decision to grant permits for LNG exports was a boon for the domestic O&G industry while also helping U.S. and European security by reducing dependence on Russian energy exports.
The US has 3,960 data centers, more than the next 14 countries COMBINED. MASSIVE capital buildout. MASSIVE electricity demand. https://t.co/2CnR0GW60v
"Fortescue Stakes Its Future on a Billion Dollar Green Pivot in the Pilbara" https://t.co/NNU6MWp1YM @FortescueNews #Fortescue
Net zero didn’t die because reality changed It died because the costs became politically visible. Electrification survives, and renewables remain central Until their full costs can no longer be ignored. https://t.co/sRbXj6lryP #EnergyTransition #NetZero #Renewables #Electricity #IEA
China’s cobalt strategy assumed that owning mines guaranteed supply. Congo’s export controls show that sovereignty trumps ownership. China controls processing; Congo controls the tap. https://t.co/sBpdLF03jS #Cobalt #CriticalMinerals #China #SupplyChains #Geopolitics @ctindale
The AI buildout is running into hard physical limits. Capital isn’t the constraint; power is Grids are full, turbines are sold out, and timelines don’t bend for hyperscalers. https://t.co/GNXtK2Hb8p #AI #Energy #PowerGrid #DataCenters #Infrastructure #Geopolitics
State laws decide whether industrial computing facilities can build their own power plants. The President can't change those laws. That said, I appreciate that the 'pledge' is about 'ratepayers' and not customers.
Thanks @D_Jimenez_Sch - there are limited sources of useful, timely information on the #lithium market. Daniel (& his team at iLi Markets) is one of them. Great podcast guest too.
🔥 LIVESTREAM TODAY 4pm UK 🎙 Redefining Energy @OrielOxford Is the energy transition accelerating, stalling or being rewritten by politics? Join me & @MegaWattXinfo for an unscripted, audience-driven debate. 👉 https://t.co/2bbMhmCKed https://t.co/JXpJbINxtA
U.S. ELECTRICITY net generation at utility-scale facilities climbed to a record 4,430 billion kilowatt-hours (kWh or TWh) in 2025 up from 4,309 billion kWh in 2024. Nearly four-fifths of the increase came from non-fossil generators (+94 billion kWh) led by...
I pay 7ppkwh at home. That’s 10% of the cost of an equivalent diesel vehicle on a like for like consumption cost comparison. Yesterday I paid 40ppkwh at a public charger. That’s still a lot cheaper than running an ICE
