Qcells Launches Leasing-Focused Solar Platform for US Homes
Qcells rolls out leasing-led solar platform for US residential sector #energysky -- via pv-tech: https://t.co/mRqH87tM2B
7‑11% Oil Cut Triggers Systemic Economic Collapse
A 7–11% loss of oil supply is beyond what the global economy can absorb, says @LukeGromen It’s not a recession risk—it’s systemic failure. The only uncertainty is where the break shows up first, not whether it happens.
Romanian Platform Opens BESS Financing to Retail Investors
Romanian investment platform looks to open up BESS project financing to retail investors #energysky -- via Energy Storage News: https://t.co/FYd9JLWdC7
UK Battery Storage Surge: SSE Launches 300MWh Unit
UK BESS ROUNDUP: SSE commissions 300MWh unit, Matrix, Drax and Voltaria progress projects #energysky -- via Energy Storage News: https://t.co/2Cf4KJGzIG
India’s First Iranian Oil Shipment Rerouted to China
🇮🇳While the media highlighted India's first Iranian oil shipment in recent years, Kpler tracking now shows the vessel has been redirected to China. Will get an update tomorrow. Map form @Kpler
AI Power Race Forces Massive US Grid Overhaul
The Mad Scramble to Power AI Is Rewiring the US Grid by @EddyTheGent https://t.co/h1WvxqsuTM https://t.co/CAErhttqjD
700 EVs Demonstrate Viable Redispatch Capability in Germany
German pilot shows 700 EVs can provide redispatch services #energysky -- via pv magazine global: https://t.co/o6EGIKt7Sw
Governments Urged to Fund Gas Network Death Spiral
Governments urged to share costs of gas network death spiral, as rule maker lays down the law #energysky -- via Renew Economy: https://t.co/NCh5M1Lf2O https://t.co/MAGCiD7nTI
India Cuts Fuel Taxes, Firms Absorb Losses, Supplies Secured
Indian government has cut excise taxes on petrol and diesel to help keep pump prices stable. Oil marketing companies are also sharing the burden, bearing losses of INR 24/litre (12 cents) on petrol and INR 104/litre ($1.12) on diesel.
RM3.2B Fuel Subsidy: Who Ultimately Pays?
RON95 is still RM1.99. The government spent RM3.2 billion in under a week to keep it there. Who do you think pays for that eventually — consumers or businesses? Drop your answer below
Solar Battery ‘Daylight Saving’ Cuts Australian Energy Costs
Seize the day: Time to let solar “daylight saving” in batteries reduce our costs in Australia Renewables increasingly bring tight band of lower prices, and batteries, though only small but growing part of NEM supply, reduce volatility displace gas in peak https://t.co/hs477zGk9e...
Croatia Commits €40 Million to Home Solar, Batteries, Heat Pumps
Croatia to invest €40 million in household solar, batteries, heat pumps #energysky -- via pv magazine global: https://t.co/eeevDnbYfO
Rooftop Solar Reaches 20% of Puerto Rico’s Power
Rooftop solar now accounts for one fifth of Puerto Rico’s generation capacity #energysky -- via pv magazine usa: https://t.co/xHeJg8d7b6
Geopolitical Oil Spikes Usually Brief, Sometimes Linger on Markets
GS: Most historical oil spikes linked to geopolitical shocks had a temporary impact, but some weighed on equities and bonds for longer https://t.co/Vxa6K0Dhkc
Hormuz Crisis Drowns Out Other Potential Headlines
Hormuz crisis suck the air out of what would have been big news, like the one below. Press the translate button
SMA Forecasts Bigger 2025 Loss Amid Weak PV Market
SMA Solar Technology confirms wider loss for 2025 on weak PV market #energysky -- via pv magazine global: https://t.co/mrKSXmNrlc
Omani‑flagged Tankers Navigate Strait Hugging Coastline
Three tankers broadcasting Omani ownership appeared to enter the Strait of Hormuz today by hugging Oman's 🇴🇲 coastline Two oil supertankers and a liquefied natural gas vessel headed east into the strait today - Bloomberg
US PERC Module Prices Jump 20% Amid Flat Market
PERC module prices up 20% in the US, as overall module prices remain constant #energysky -- via pv-tech: https://t.co/tCjDFGAGwR
Brent Spot Price Hits $141.36, Highest Since 2008
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
Oil's Relevance Sparks Split Opinions on Market Impact
People who think oil doesn't matter anymore and people who think the market should instantly crash from it https://t.co/phbDR1JL7l
Record Hormuz Outflow: 4 Million Barrels, War‑Era Peak
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...
Europe’s Residential Batteries Unlock New Trading Markets
Amid Europe’s energy storage boom, residential batteries offer new trading potential #energysky -- via Energy Storage News: https://t.co/ukLFHHsy4q
US Hits Record Petroleum, Naphtha, LNG Exports Post‑Hormuz
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 Automates Solar Construction for Faster Builds
Terabase Energy invests in automation and engineering to streamline solar construction #energysky -- via pv magazine usa: https://t.co/KvpXr4YB92 https://t.co/oOSM8TzgF4
Oil Prices Surge, Other Energy Markets Remain Flat
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:...
Wildfires Drive California's Unusual Electricity Prices
Alex is right. California is an anomaly in state electricity prices, and the primary reason is wildfire.
Energy Transitions Generate Spillovers Despite Geopolitical Tensions
Energy transitions continue to produce spillover effects despite geopolitical tensions #energysky -- via pv magazine global: https://t.co/xNgIwdisR9
Geopolitics Drive Record US Oil Exports and Price Surge
🎯 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 Launches 1 GWh Battery Storage at Solar Site
Georgia Power breaks ground on 1 GWh BESS near existing solar site #energysky -- via pv magazine usa: https://t.co/Gy2LLWdrnN
WTI Must Hit $120 to Push Gas to $5 per Gallon
National average gasoline at $4.07. Probably take $120 WTI oil to get to $5 per gallon Gas (WTI now at $112 per barrel)
20% Success Odds Mean Almost Certain Dry Hole
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 Futures Plunge Sharply This Week
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
Narrative Skips Iran, Frames Hormuz Closure as Disaster
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
Power Surge Fuels AI & Nuclear Stock Picks
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 —...
Oil Flow Could Fully Recover Within Four Weeks
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...
Uruguay Leads; Others Regret Ignoring Renewable Investment
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 Targets 4.2GW Solar Output in 2026
T1 Energy produced 2.8GW solar modules in 2025, forecasts up to 4.2GW in 2026 #energysky -- via pv-tech: https://t.co/tHyzwZvbbn
Oil Prices Hit Highest Since 2008, Surpassing War Levels
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...
Trump Must End War, Iran Open Hormuz to Curb Prices
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 Hits 32.76% Efficiency with Perovskite‑TOPCon Tandem
JinkoSolar achieves 32.76% efficiency in perovskite-TOPCon tandem solar cell #energysky -- via pv magazine global: https://t.co/gJ3RJKEpOT
War‑Driven Energy Costs Revive Food
🇺🇸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...
Trump's Speech Signals Shift in Oil Market
Short but (characteristically) excellent piece from @Rory_Johnston on Trump’s speech and the oil market https://t.co/UCAlkgeCLD https://t.co/TaxA7jMxrL
No Deal Imminent; Hormuz Likely Stays Closed This Weekend
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 Absurd Oil Advice Reveals Twisted Pretzel Logic
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...
Retail Diesel Rises, but Less Sharply than WTI
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...
Iran Conflict Could Waste Over One Billion Barrels
🚨 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...
Debunking the Myth of a Global Natural Gas Price
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
Crude Jumps 11%, ES_F Barely
It's early lol...but if told me Crude would be up 11% would think ES_F be down 2%, not 0.2%...progress
Exxon Hid Failing $500M Algae Project From Investors
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
Brent Oil Surges to $141.37, Highest Since 2008
Physical oil hits its highest level since 2008 *DATED BRENT OIL PRICE SOARS TO $141.37/BBL, HIGHEST SINCE 2008 https://t.co/OkcbcnE3kg