Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Zambia’s 1,000 Mini-Grid Initiative is an ambitious, government-led project aimed at deploying over 1,000 solar mini-grids in 🇿🇲 by 2030. In support of this initiative, @SEforALLorg has designed an Integrated Electrification Framework to catalyze the DRE market in #Zambia. https://t.co/3GwDqMLzBQ
The price of energy is tied to the international price of gas. Since we sold off our oil and gas in the 80s we don’t control the price of our “own” gas and oil. One of the reasons for pushing...
COLUMN: Net zero by 2050 is effectively dead: Oil, natural gas and coal will remain crucial for meeting the world's energy needs. But that doesn't mean the end of renewable energy. Solar, in particular, is thriving, and will continue to...
UK energy bills hit almost 2-year low amid green cost shakeup https://t.co/1c5Ujc3rWO via @EamonFarhat https://t.co/i1fmG0aib3
$2.55 Iowa average https://t.co/qKoxDrbRtX, but Senator Ernst promises to make up the difference compared to what you'll pay
Wow: @EIAgov data show the US states that produced >100% of their grid+behind-the-meter electricity demand with WindWaterSolar in 2025 had among the lowest electricity prices 2 states supplied over 100% and 14 states supplied 50-124% of demand with WWS https://t.co/KP3uii4BqI https://t.co/Ctxu1cCI4I
Higher fixed network tariffs could erase the benefits of the Cheaper Home Batteries rebate #energysky -- via Renew Economy: https://t.co/rwveLFK8wI
Higher #lithium prices don’t have the power to make low quality lithium assets good investments. Be careful out there. https://t.co/BDwn05D4Fc
Copper is driving miners' profits But exposure is hard to scale unless prices stay high for years Profits are hard to maintain unless supply growth fails Mega-mergers failed because sellers wanted to be paid for the future scarcity now Usual good insights from @ClydeCommods...
U.S. shale + SPR barrels & China’s vast stockpiles will offset Iran oil disruptions, writes @ronbousso1 But shale doesn't surge on command & stockpiles are a short-lived buffer The most likely shock absorbers are a limited Iran conflict & China stepping...
Fun fact: this was originally built as an IMPORT terminal. Then the fracking revolution happened and they had to reverse course. 🇺🇸
Uranium enrichment is running straight into a hard physical bottleneck Enrichment capacity, not reactors, is the constraint The US is still deeply dependent on Russian enrichment https://t.co/UzZh17Lcy5 #NuclearEnergy #Uranium #EnergySecurity #SupplyChains #EnergyTransition #Geopolitics
Oil industry won’t grow unless Brent gets up to ~$70 & stays there Below that, drilling dries up and investment stalls. https://t.co/GEUV5bEdMd #OilPrices #EnergyMarkets #Brent #Permian #Production #Capex #Commodities #OilIndustry #MarketSignals
From which countries did the US import solar panels in 2025? #energysky -- via Solar Power World: https://t.co/50iShtuhwp
Minutes vs megawatt-hours: What changes when weather forecasting becomes a form of infrastructure? #energysky -- via Renew Economy: https://t.co/2OUQuXZwA6 https://t.co/GPFZ1V7lJi
Argentina’s Vaca Muerta looks great on paper, but it’s not the next Permian. Argentina’s fiscal mess, weak infrastructure, & massive capex needs are real barriers. Continental’s hype says as much about a fading Bakken play as it does about Vaca Muerta. https://t.co/SGzycaNHEd #Oil...
Google to deploy world’s largest iron-air battery for Minnesota data center #energysky -- via pv magazine usa: https://t.co/xjrvPDsejJ
‘No project above 100MW is fully merchant’: Bankability in focus as Energy Storage Summit 2026 kicks off #energysky -- via Energy Storage News: https://t.co/S3ZprKnfZW
FTC Solar signs 840MW PV tracker supply agreement in South Africa #energysky -- via pv-tech: https://t.co/ddeEfgCzt8
Execution discipline redefines energy storage value in Europe, as investable projects become harder to secure #energysky -- via Energy Storage News: https://t.co/DVUJuczkAo
Still think renewables can't power a modern economy? Portugal just hit 80.7% renewable electricity for the entire month of January. In the middle of winter 2017: 41.8% ("ceiling" skeptics said we couldn't break) 2023: 61.0% (Coal plants? GONE. Last one closed 2021) 2026:...
Republicans pushing for clean energy tax credit: “We think [Trump] is getting bad advice #energysky -- via pv magazine usa: https://t.co/7851K4C1i0 https://t.co/AgsRewWiRC
Weidmuller releases new PV connector series for 1,500-V systems #energysky -- via Solar Power World: https://t.co/xWVdgHrDKB
I learned a lot in this timely deep dive about what the new SCOTUS decision means for energy. Check it out
Global-warming-induced degradation could raise rooftop solar LCOE by up to 20% #energysky -- via pv magazine global: https://t.co/aiSuBq2bng
Sunny & cold in Florida. How high will #lithium price go this cycle was the # 1 question. How real is the ESS boom was #2. Nice to see some optimism after a couple of lean years. https://t.co/KLtvzNOlxk
What's interesting about this is that the U.S. led the world in oil and natural gas production during the Biden Administration, too.
Thank your lucky stars you don’t live in #Germany. Once the industrial powerhouse of Europe, Germany is in decline. And much of that decline is a direct result of the country’s insane energy policies. For the past 15 years, the country...
.@Google taps @XcelEnergyMN to supply data center with 1200 MW wind, 200 MW solar and 300 MW / 30 GWh @FormEnergyInc iron-air batteries, through new BYONCE (bring your own new clean electricity) tariff construct. https://t.co/iW5Xx4FZnx Google will also pay for all...
Iran is pumping and loading at near-2018 highs ahead of nuclear talks Loadings are surging, buyers are softer, and oil-on-water is piling up More leverage, more risk, thinner margins. https://t.co/AZPC1zaGls #Oil #Iran #Hormuz #Sanctions #Geopolitics #EnergyMarkets
Infrastructure may be the most crowded “safe” trade in markets. Consensus says utilities lag in a growth cycle. Leverage flips that narrative. If rates stabilize, leadership may rotate where few are looking. Read: https://t.co/GYU4HseCXx
Nearly 300 entities linked to Russian energy and military production have been added to the UK’s sanctions lists, including a network of oil traders whose vast reach was identified by the FT as the result of an IT blunder. https://t.co/Bky4oWVd2S
Yesterday, Ukraine turned on Slovakia and Hungary. Ukrainian operatives blew up the main node of the Druzhba oil pipeline that supplies 100% of Slovakia's oil and 86% of Hungary's oil. UKRAINE = TURNS ON TWO MEMBERS IN NATO. https://t.co/ItvWWCVJb5
Blizzard Blackout Hits More Than Half a Million Homes #energysky -- via Heatmap News https://t.co/ZW2z42zXZC https://t.co/OjDd9rCw4f
Enphase releases new control software for its IQ8, IQ9 microinverters #energysky -- via pv magazine global: https://t.co/o1N5C7Pn4z
$12B FOR AI. BUT WHO OWNS THE SWITCH? This week, Amazon committed $12 billion to AI data centers in Louisiana, part of what could reach $200 billion in capital expenditures this year. I’ve been studying automation and AI for decades. What strikes...
TANKER RATES for chartering vessels to carry crude (or other dirty products such as fuel oil) have surged to the highest for more than three years as the United States and Iran edge towards war. The Baltic Exchange dirty tanker...
#Rwanda continues to make strong progress on #energyaccess and @SEforALLorg together with @RwandaGov & partners has developed a comprehensive National Integrated Clean Cooking Plan (NICCP) that looks at how 🇷🇼 can integrate various #cleancooking options. https://t.co/gAdXWpL6Ci https://t.co/aRMcj3mgvg
Denmark is a poster child of the energy transition. Yesterday I gave a keynote at Green Summit 2026. One message stood out: energy policy is industrial policy & increasingly geopolitics. The next phase isn’t about targets, but competitiveness, resilience & execution at...
1/7 Reuters: "China's biggest solar firms shed nearly one-third of their workforces last year, company filings show, as one of the industries hand-picked by Beijing to drive economic growth grapples with falling prices and steep losses." https://t.co/BDS9UWJaXO
Commercial electric vehicles will take over faster than personal vehicles. Fleets care about cost per mile. And electric drive trains already win there.
The U.S. plans to retire ~11 GW of power plants in 2026, mostly coal & aging gas Don’t count on it. Power demand is surging faster than new generation can be brought into the grid. Renewables aren't fit for purpose except at the...
Bloomberg is still arguing “oil glut” & saying the correlation between geopolitics in the Middle East & oil prices is "broken" How can @bbgoriginals be 6 months behind the curve & still be in the news business? #Oil #EnergyMarkets #Geopolitics #Commodities...
The shadow oil fleet isn’t gone — it’s under stress Seizures raise costs & strand barrels, but doing more against Russian & Iranian flows means higher oil prices & inflation https://t.co/P5EDN7PrRY #Oil #Sanctions #EnergySecurity #Russia #Iran #Geopolitics
An ever-changing market: Delving into the heart of power purchase agreements #energysky -- via pv magazine global: https://t.co/mTFwu6yRc9 https://t.co/GK6zgGrCNT
I think this is a great idea. I wrote a piece on floating nuclear for @ASMEdotorg @MEngineeringMag last September. Floating nuclear drives up costs on one hand (you have to build the ship and the power plant) but saves...
Transgrid’s latest cost blowout raises a key question: What was the point of privatising energy networks? #energysky -- via Renew Economy: https://t.co/7EDjWkfvfl https://t.co/sG9wky3ieM
After financial commitments fell through, the German government pours €1.3 BILLION into Salzgitter’s green steel project. GERMANY'S GREEN SECULAR RELIGION = KILLING THE GERMAN ECONOMY. https://t.co/gmESJ38qxH
Australia moves toward a fixed-price power deal to keep Rio Tinto’s Tomago aluminium smelter running after 2028. https://www.metalnomist.com/2026/02/tomago-aluminium-smelter-power-purchase.html
European Union members make mixed progress in implementing energy storage strategies #energysky -- via Energy Storage News: https://t.co/kTQpOX2ldX
