Communities Fight Back Against AI Data Center Resource Drain
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 raising hell. https://t.co/8ybHyJzM2h
Crude Overbought Signals Rising Downside Vulnerability
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...
Fossil Fuels Consume 11% of Global Energy; Renewables Need None
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...
WTI Gains $110, Reaches Biggest Brent Premium Since 2008
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...
Oil Dip Finds Buyers After Trump Remarks, Equities Steady
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
Markets Hold Steady Amid Iran-Oman Hormuz Protocol
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.
US Would Export All Its Crude if Gulf Output Shifted
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 to Curb Gas Power, Replace LNG with Coal, Renewables
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...
Renting Cushing WTI Barrel Yields 25% Monthly Return
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...
Europe Gas Rises on Middle East Risks; US Prices Fall
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...
Self‑sufficiency Exists, Yet Rewiring Distribution Is Costly
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...
WTI Backwardation Spikes, Shale Hedging Options Remain Limited
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...
Record Wind and Solar Cut UK Gas Imports £1bn
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...
Iran War and Hormuz Blockade: A Marathon, Not Sprint
"Pace yourself. The Iran War and Hormuz closure is a marathon, not a sprint." https://t.co/BU5JGk7A7w
Rising Physical Grid Attacks Prompt AI‑Powered Defense Surge
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
UK's Privatized Oil Depleted; Norway Retains Wealth
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...
CFA Tag Reveals Client Ignorance on WTI‑Brent
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.
JPMorgan Says US Must Reopen Hormuz, Doubts Iran's Credibility
JP Morgan’s chief strategist is on CNBC saying the Strait of Hormuz has to be reopened by the US because it’s unthinkable for that not to happen. It’s a ‘temporary oil issue.’ They still don’t believe Iran has any credibility. Amazing.
Oil Prices Surge After Trump's Televised Falsehoods
Holy shit. The price of oil is melting UPWARD at this point, as soon as Trump lied his ass off on national TV last night. This is the find out portion of FAFO…
Iran Turns Hormuz Passage Into Paid ‘Peace’ Toll
Iran’s ‘Tollbooth’ Tightens Grip on Hormuz as Ships Offered Safe Passage—For a Price. Will this be the “peace” of the war? https://t.co/cD3EleDx1i
Delaying Coal Closures Risks Higher Prices and Unreliability
“It’s a risky strategy:” Why delaying coal closures may backfire on price and reliability #energysky -- via Renew Economy: https://t.co/HYRCRQ04NT https://t.co/I4f2Ny9CkJ
Manila, Hanoi, Putrajaya Pursue Separate Iran Energy Deals
Manila, Hanoi, and Putrajaya all seeking separate deals with Iran on energy access in the last few days …
WTI Crude Hits Highest Level Since Early War Melt‑Up
WTI crude just absolutely sending it. The US crude benchmark is now at its highest level since that melt-up we got on the second Monday of the war. https://t.co/4hONtQf997
Trump’s Policies Engineered Massive Oil Spike and Recession
To @anasalhajji ‘s point, you’d be hard pressed to engineer a more perfect recipe for a major sustained spike in crude & products, with accompanying global recession and market crash, than what Trump’s crew has unleashed. The 12-D chess of...
Google Turns to Natural Gas Amid AI Energy Surge
Google, considered the leader in clean energy, eyes natural gas as AI power demand rises https://t.co/nY2HfdjLsq via @axios
Off‑grid AI Data Centers Need Grid Connection, Not Isolation
Off grid data centers are more about “male energy” than about speed. An AI training load shape will burn straight through a turbine, so you have to develop an expensive integrated package with storage. And at that point just connect...
Airlines Scramble as Jet Fuel Scarcity Hits Markets
New Episode: For aviation, a “No Jet Fuel Left” reality is around the corner in several markets, as airlines try to outbid each other for the little Jet A-1 fuel remaining. 🛢️ Here’s what’s happening 👇🏽🎧 #OnAir (available on all...
Oil Prompt Spread Hits Record Backwardation
Look at that backwardation...prompt spread (difference between the front-month oil futures contract and the subsequent contract) blowing out to records https://t.co/KBfkkpr9IC
Admin Plans Iran Exit Despite $4+ Gas Surge
With the apparent TACO yesterday, the administration is saying we will wind down our involvement in Iran without figuring out how to work through the disruption leading to $4+ gas prices in the USA? @EnergyEmpirePod https://t.co/N9KbLRP829
Hormuz Disruption Forces Europe Into Diesel Bidding War
With Hormuz still disrupted, diesel is going to the highest bidder Europe will have to compete hard for every marginal barrel. https://t.co/76ycFBcrIj #Diesel #Europe #OilMarkets
OPEC Warns Oil Demand Forecasts Miss Rising ICE Sales
OPEC researchers raise a very important point here. A major oversight in forecasts predicting a sharp drop in oil demand from rising EV adoption is the failure to account for the ongoing growth in internal combustion engine (ICE) vehicles. Ironically,...
Plug‑in Solar Panels Repay in 5 Years, Save £1,100
NEW ANALYSIS: Plug-in solar panels could save a typical UK home £1,100 over their lifetime, after paying back the initial investment within 5 years By my colleague Ho Woo Nan https://t.co/i5ELgpMRk2
Tiny Solar Panels Together Drive Energy Transition
"While individual systems are small, their aggregate impact is becoming meaningful, both in terms of distributed generation and consumer engagement in the energy transition." I told @newscientist when asked what I made of plug-in solar or 'balcony solar' as the...
Fuel Subsidies Are a Ticking Clock, Not Protection
RM4 billion in subsidies sounds like protection. It is actually a countdown clock. Malaysia has spent more defending fuel prices in one month than most emergency budgets allocate for an entire quarter — and the conflict that triggered it has no...
Rising Gas Prices Won’t Halt Asia’s Renewable Shift
Don't fall for the easy narrative that costly gas will mean more coal burn in Asia. Briefly in the short term maybe, but the long term trajectory toward renewables gets stronger. Look at the math behind the argument. 🎁🔗 https://www.bloomberg.com/opinion/articles/2026-04-01/iran-war-the-lng-shock-isn-t-driving-asia-back-to-coal
Inquiry: Did Sohar LNG Cross So
Hello @TankerTrackers Has "Sohar LNG" crossed the SoH? If yes, did it go through the Omani waters or the international lanes? Thank you.
Trump Flips Brent From Red to Green, up 8%
Brent is up 8%.. It was in the RED but Trump moved it to the GREEN
Abandoning Hormuz Empowers Iran, Boosts Its Revenue
If the U.S. leaves Hormuz to others, Iran wins, writes @citrinowicz It gives Iran permission to exact revenue from tolls & increase its regional power Another brilliant Trump idea. https://t.co/oo6TbGKBxQ
Pipelines Pose Greater Security Risks Than Ships
Problem is pipelines are much harder to defend, easier to rupture and cyberattack than ships unless you bury everything far underground which is exceedingly difficult.
Macron Calls Military Reopening of Hormuz Unrealistic, Urges Iran Dialogue
French President Emmanuel Macron says it is "unrealistic" to think the Strait of Hormuz can be reopened through military means. "We must be able to reopen this strait because it’s strategic [...] but it can only be done in consultation with...
Embargo Preferred Over Military to Stabilize Oil Prices
Taking Kharg Island or bombing powerplants takes Iran's oil off global markets for a long time. That spikes oil by a lot more and is what markets fear most. Better to do an embargo and take Iran's oil off the...
Trump Claims US No Longer Needs Middle East Oil
🇺🇸 President Trump just said the United States doesn't need oil from the Middle East
Global EV Surge Accelerates: Q2 Demand Set to Explode
March EV numbers are in for some countries and they're a banger. Just wait for orders placed in March to come through in the 2nd quarter France (Tesla): +203.1% YoY Sweden (Tesla): +144.0% YoY Brazil: +92% YoY (Feb) Colombia: +82% YoY (Jan) Norway: 98% EV...
Buy Energy, Use Pump Puts Amid Market Divergence
In today's Early Look: "Long Energy & Pump Puts" While the Tourist crowd was busy chasing $SPY and $QQQ to lower-highs yesterday, the fractal was telling a different story. That's why I opted to buy Oil/Energy and introduce what I'm calling...
Drone Attacks Force Unavoidable Russian Oil Output Cuts
Exclusive: Russian oil output cuts are unavoidable as drone attacks shrink exports, sources say https://t.co/5XWsLO71R7
Europe’s Battery Runs Low After Weak Snowfall
The country acts as Europe’s battery, but it doesn’t have enough charge after below-normal snowfall. https://t.co/nyKjJBBsEB
Trump’s War Address Sends Oil Market Into Whiplash
Whipsawed once again: That is the state of the oil market and beyond as investors react to President Trump’s address to the nation regarding the Middle East War. (5-day WTI oil price chart below from CNBC.) #economy #markets #oil #MiddleEastWar @cnbc
WTI Hits $108, Still Cheaper Than Brent
Oil prices surge, WTI May at $108 now. This is the "cheap" oil (Brent is more expensive)
China Poised to Benefit From Iran War Dynamics
In the days after the Iran war started, Erica Downs and I wrote @ForeignPolicy about why despite large oil and imports through the strait, China could be a counterintuitive winner. This week’s @TheEconomist captures the dynamic well, far beyond...
UK Fuel Prices Hit Record Rise Amid Iran War
Fuel prices for UK motorists rose by a record in March on Iran war https://t.co/61fdr9l4QE https://t.co/jkbJIwsFkN