Energy Social Media and Updates

Iran War Drives US Oil Demand Collapse, Cuts Forecast
SocialApr 2, 2026

Iran War Drives US Oil Demand Collapse, Cuts Forecast

Lower EIA US oil forecast probably reflects demand destruction & weakened economic activity resulting from the Iran war @Peter_Strachan

By Art Berman Blog
Signal Calls for Buying Pump Puts and Oil
SocialApr 2, 2026

Signal Calls for Buying Pump Puts and Oil

Heading into the speech last night, our Signaling Process said Buy Pump Puts and Buy Oil #timestamped https://t.co/nyETDd8H3G

By Keith McCullough
Brent to Hold $113/Barrel in Q2 Despite Conflict Pause
SocialApr 2, 2026

Brent to Hold $113/Barrel in Q2 Despite Conflict Pause

Ryan Sweet of @OxfordEconomics sees brent crude $113 a barrel on average for Q2, even with a potential near-term end to military action. "The military timeline differs from the economic one. The Strait of Hormuz is still effectively closed, &...

By Lisa Abramowicz
EU Funds French Winemakers to Convert Excess Wine Into Ethanol
SocialApr 2, 2026

EU Funds French Winemakers to Convert Excess Wine Into Ethanol

EU pays for French winemakers to turn unsold stock into ethanol https://t.co/SImmpzfV0x via @nayrazz https://t.co/ELGBhoWQfa

By Zöe Schneeweiss
Chinese Solar Makers Raise Prices, Market Remains Stagnant
SocialApr 2, 2026

Chinese Solar Makers Raise Prices, Market Remains Stagnant

Yicai: "Leading Chinese manufacturers of solar modules have raised the prices of their products, as China is lifting the 9 percent rebates on the export value-added tax for photovoltaic products. However even as large manufacturers have raised prices, the market...

By Michael Pettis
China's EV Surge Cushions Potential Hormuz Oil Shutdown
SocialApr 2, 2026

China's EV Surge Cushions Potential Hormuz Oil Shutdown

China imports the most oil via the Strait of Hormuz but is also one of the best placed to weather its closure. EVs are part of that story. Five years ago China targeted 20% of new vehicles in 2025. They...

By Lewis Jackson
Oil Prices Surge to Suppress Demand, Fertilizer Costs Safe
SocialApr 2, 2026

Oil Prices Surge to Suppress Demand, Fertilizer Costs Safe

PODCAST: Great to be back at "Odd Lots" with @tracyalloway and @TheStalwart. Lots to discuss linked to the US-Iran war: why oil prices will go much higher to destroy demand, but why expensive fertilizer doesn't mean a food crisis is coming. https://t.co/UoHIl2cOqk

By Javier Blas
Australia’s Fuel Prices Up 50% While Messenger Drives Tesla
SocialApr 2, 2026

Australia’s Fuel Prices Up 50% While Messenger Drives Tesla

Fuel prices FYI... 50% higher in Australia. Don't shoot the messenger - he drives a $TSLA https://t.co/j1j9ciCW0D

By The Chartist (ASX/US)
China's Oil Shock Prep Fuels Investor Gains
SocialApr 2, 2026

China's Oil Shock Prep Fuels Investor Gains

China was ready for an oil shock and now investors are reaping the rewards https://t.co/5KptlsOcOf

By Guy Faulconbridge
Oil Jumps $5 on Trump's Open-Ended Iran Attack Threat
SocialApr 2, 2026

Oil Jumps $5 on Trump's Open-Ended Iran Attack Threat

SINGAPORE, April 2 (Reuters) - Oil prices climbed more than $5 on Thursday, as President Donald Trump said the United States would keep up attacks on Iran without committing to a specific timeline to end the war, fanning investor...

By Guy Faulconbridge
Dry Norwegian Winter Cuts Hydropower Exports, Spikes Nordic Prices
SocialApr 2, 2026

Dry Norwegian Winter Cuts Hydropower Exports, Spikes Nordic Prices

Norway's driest winter in years is rippling through electricity markets, slashing hydropower exports to the UK and Germany and pushing Nordic prices higher. https://t.co/wBDNZWRUds

By Vox – Climate
Beyond Oil: Economy Faces a Fatal Heart Attack
SocialApr 2, 2026

Beyond Oil: Economy Faces a Fatal Heart Attack

If it were just high oil prices, I’d agree with you @dsharma9 But it’s an economic heart attack The patient may not survive.

By Art Berman Blog
China's Solar Surge Powers the Next AI Race
SocialApr 2, 2026

China's Solar Surge Powers the Next AI Race

𝗧𝗵𝗲 𝗻𝗲𝘅𝘁 𝗔𝗜 𝗿𝗮𝗰𝗲 𝘄𝗼𝗻’𝘁 𝗯𝗲 𝘄𝗼𝗻 𝗶𝗻 𝗺𝗼𝗱𝗲𝗹𝘀. 𝗜𝘁 𝘄𝗶𝗹𝗹 𝗯𝗲 𝘄𝗼𝗻 𝗶𝗻 𝗺𝗲𝗴𝗮𝘄𝗮𝘁𝘁𝘀. And right now, one country is moving faster than everyone else. China is not just “going green.” It’s building scale most economies can’t match. What stands out to me is...

By Pascal Bornet
Hormuz Closure Shows Economic Cliff Already Arrived
SocialApr 2, 2026

Hormuz Closure Shows Economic Cliff Already Arrived

I said this on CNBC: We have nothing to show in Iran. If Hormuz stays closed, the economic cliff isn’t coming… …it’s already here LINK👇 https://t.co/qI2DWnHRoo #Oil #EnergyCrisis #Hormuz #Geopolitics https://t.co/2u6h1XKHmK

By Art Berman Blog
Trump's Hormuz Gambit Fails: Strait Remains Closed
SocialApr 2, 2026

Trump's Hormuz Gambit Fails: Strait Remains Closed

Trump will TRY to make Hormuz someone else's problem @CamachoCap64337 It won't work It was open. He acted. It's closed. No one will touch it.

By Art Berman Blog
Iran Rejects U.S. Terms, War Likely Prolonged
SocialApr 2, 2026

Iran Rejects U.S. Terms, War Likely Prolonged

U.S. intel says Iran isn’t looking for a deal Iran believes it’s winning—or at least not losing—and won’t negotiate on U.S. terms. This war is going to last longer than markets expect. https://t.co/u0K8omoeqU #Iran #Geopolitics #Oil #EnergyCrisis

By Art Berman Blog
Massive Green Line of Saudi Oil Tankers Heads to Asia
SocialApr 2, 2026

Massive Green Line of Saudi Oil Tankers Heads to Asia

Wow — look at that long green line of supertankers carrying Saudi oil from the Red Sea straight to Asia. https://t.co/T1XMsEvyI4

By Anas Alhajji
India's Emissions Plan Spurs Grid and Battery Investments
SocialApr 2, 2026

India's Emissions Plan Spurs Grid and Battery Investments

India’s new emissions-reduction plans offer significant investment opportunities in sectors related to grid upgrades and storage batteries, according to one of the country’s largest climate-focused funds https://t.co/JLBiDWCCaC

By Vox – Climate
Assessing Preparedness for Imminent Second Energy Crisis
SocialApr 2, 2026

Assessing Preparedness for Imminent Second Energy Crisis

The world is facing a second energy crisis in less than five years. Is it better prepared this time? Investor Aurore Belfrage joins the Zero podcast to discuss. https://t.co/uXXBROJ3Z7

By Vox – Climate
Brent Rebounds, Trump Speech Confirms Prior Pricing
SocialApr 2, 2026

Brent Rebounds, Trump Speech Confirms Prior Pricing

Brent is up $5.70 to $107 since Trump’s speech. The drop to $100 was a roll artifact from May to June, not a real easing. Now it’s pushing back toward the pre-roll $118 level. Trump didn’t change the market—he confirmed what it already...

By Art Berman Blog
Billions Spent on Fuel Subsidies, Public Transit
SocialApr 2, 2026

Billions Spent on Fuel Subsidies, Public Transit

Federal & state govts now spending >$1billion a month subsidising fossil fuel - 26.3c excise holiday + state-level fuel concessions Meanwhile the only systematic “relief” for non-drivers and EV owners – free or cheap public transport explicitly ruled out

By Prof Ray Wills
Guangdong Boosts Coal, Cuts Gas, Fast‑Tracks Nuclear
SocialApr 2, 2026

Guangdong Boosts Coal, Cuts Gas, Fast‑Tracks Nuclear

China's approach to energy security 🇨🇳👇 The southern industrial hub of Guangdong has asked local power producers to rebuild coal stockpiles, curb the use of gas and accelerate the addition of nuclear generation https://t.co/X8azocoeZW

By Stephen Stapczynski
Terrasmart Tracker Software Supports Utility and DG Projects
SocialApr 2, 2026

Terrasmart Tracker Software Supports Utility and DG Projects

Terrasmart’s latest solar tracker software works for utility and DG projects #energysky -- via Solar Power World: https://t.co/CJ7CwtL3Hn

By Tor “SolarFred” Valenza
UL9540A Adopts System-Level Testing in New BESS Standard
SocialApr 2, 2026

UL9540A Adopts System-Level Testing in New BESS Standard

UL9540A: Shift to system-level testing defines new edition of key BESS safety standard #energysky -- via Energy Storage News: https://t.co/p3Df0pyuG0

By Tor “SolarFred” Valenza
Second‑life EV Batteries Power Data‑center Microgrid Expansion
SocialApr 2, 2026

Second‑life EV Batteries Power Data‑center Microgrid Expansion

Second-life EV batteries approved for data center microgrid expansion #energysky -- via pv magazine global: https://t.co/VpqivX3GNP

By Tor “SolarFred” Valenza
Trump’s Address: Empty Rhetoric, Iran Threat Over Oil
SocialApr 2, 2026

Trump’s Address: Empty Rhetoric, Iran Threat Over Oil

What was the purpose of Trump's address to the nation? - He said absolutely nothing that hadn't already been said multiple times in recent days - He offered nothing to sustainably drive oil prices lower and US equities higher - Given the widespread...

By Vandana Hari
Chinese Firms Profit by Reselling Record LNG Amid High Prices
SocialApr 2, 2026

Chinese Firms Profit by Reselling Record LNG Amid High Prices

"Chinese firms are ​reselling record volumes of LNG, cashing in on soaring spot prices as China has enough domestic ‌and pipeline gas to meet its own weakened demand, in stark contrast to other Asian buyers scrambling to replace supplies cut...

By Evan Feigenbaum
April Shut‑ins Match Historic 400 MMbbl IEA Release
SocialApr 2, 2026

April Shut‑ins Match Historic 400 MMbbl IEA Release

If we assume that Hormuz remains closed for the next month, which now seems like a pretty solid bet, the barrels not produced by Gulf states thanks to production shut-ins in **April alone** will be roughly equivalent to the entire...

By Rory Johnston
Champion Fair Energy Without Solar‑Battery Blame Wars
SocialApr 2, 2026

Champion Fair Energy Without Solar‑Battery Blame Wars

A fair energy system is worth fighting for, but without playing the solar and battery blame game #energysky -- via Renew Economy: https://t.co/tmQRdDH4OQ https://t.co/7jsMC6yOHM

By Tor “SolarFred” Valenza
RM4 Billion Monthly Energy Bill Confirms Government's Warning
SocialApr 2, 2026

RM4 Billion Monthly Energy Bill Confirms Government's Warning

The Government Just Told You the Energy Situation Is Serious. The RM4 Billion Monthly Bill Is the Proof.

By David Chuah
Conflicting Narratives Blur Truth on Hormuz and Ukraine
SocialApr 2, 2026

Conflicting Narratives Blur Truth on Hormuz and Ukraine

Half my feed says Trump won’t reopen Hormuz because he’s in Putin’s pocket. The other half says the CIA spent the last two weeks helping Ukraine hit Russian refineries and ships. So which is it?

By John Konrad
Trump's Speech Triggers 4% Brent Surge in Minutes
SocialApr 2, 2026

Trump's Speech Triggers 4% Brent Surge in Minutes

I watched Brent Crude move in real time during tonight's Trump address. +$4.12 in 16 minutes. I took Screenshots every 60–90 seconds and turned it into an interqactive chart. This is what policy sounds like in the oil market. Brent Crude opened...

By Michael Vincent
Spain Authorizes 50+ Renewables for Real-Time Voltage Control
SocialApr 2, 2026

Spain Authorizes 50+ Renewables for Real-Time Voltage Control

Spain enables 50-plus renewable plants for real-time voltage control #energysky -- via pv magazine global: https://t.co/gXU0DrkFeH

By Tor “SolarFred” Valenza
Trump's Iran Threat Spikes Brent Crude 5%
SocialApr 2, 2026

Trump's Iran Threat Spikes Brent Crude 5%

JUST IN: Brent crude oil climbed 5% as Trump promised to strike Iran extremely hard within weeks.

By David Gokhshtein
Rebates and Diesel Prices Drive Mass Home Electrification
SocialApr 2, 2026

Rebates and Diesel Prices Drive Mass Home Electrification

Home battery rebates and soaring diesel costs bring electrification to the masses #energysky -- via Renew Economy: https://t.co/pqDqtoDZ7c https://t.co/rWIXoq3sj3

By Tor “SolarFred” Valenza
Trump Urges Oil Nations to Buy US Crude, Seize Hormuz
SocialApr 2, 2026

Trump Urges Oil Nations to Buy US Crude, Seize Hormuz

President Trump's advice to countries reliant on oil carried through the Strait of Hormuz: Buy crude from the US and take the strait yourself. "The hard part is done, so it should be easy, and in any event, when this...

By Jennifer A. Dlouhy
Trump Predicts Hormuz Opening as Brent Spikes 2%
SocialApr 2, 2026

Trump Predicts Hormuz Opening as Brent Spikes 2%

Trump says the Strait of Hormuz will "open up naturally" Brent oil prices rise nearly 2% (a session high for the day) https://t.co/7fvQPaw1Bv

By Stephen Stapczynski
Trump Attributes Gas Price Surge to Iranian Attacks
SocialApr 2, 2026

Trump Attributes Gas Price Surge to Iranian Attacks

TRUMP: "Many Americans have been concerned to see the recent rise in gasoline prices here at home. This short term increase has been entirely the result of the Iranian regime launching deranged terror attacks against commercial oil tankers and...

By Stephen Stapczynski
PV Equipment Market Set to Grow 2.6× by 2035
SocialApr 2, 2026

PV Equipment Market Set to Grow 2.6× by 2035

Global PV equipment market to reach 2.6 times current size by 2035 #energysky -- via pv magazine global: https://t.co/2IVlaFTQ8z

By Tor “SolarFred” Valenza
Iran's Hormuz Blockade Cuts 500M Barrels, Lifts Prices 40%
SocialApr 2, 2026

Iran's Hormuz Blockade Cuts 500M Barrels, Lifts Prices 40%

JUST IN: Iran's dominance in the Strait of Hormuz has withheld around 500 million barrels of oil from the market, boosting prices by about 40%.

By David Gokhshtein
Current Oil Sensitivity Metrics Based on Price Range and Velocity
SocialApr 1, 2026

Current Oil Sensitivity Metrics Based on Price Range and Velocity

In case useful, considering both oil’s recent price range and price velocity, here are the current sensitivity measures to the oil price https://t.co/nbPN3tJ8na

By David Ingles
World Adds 814 GW Renewables, 24% Capacity Jump
SocialApr 1, 2026

World Adds 814 GW Renewables, 24% Capacity Jump

The world added 814 GW of wind and solar in 2025, increasing the total installation of the sum of both by 24%, from 3,360 GW to 4,174 GW, in just one year. World New wind in '25: 167 GW (new total ~1,300...

By Mark Z. Jacobson
Sekisui Consortium Trials Film Perovskite Solar for Agrivoltaics
SocialApr 1, 2026

Sekisui Consortium Trials Film Perovskite Solar for Agrivoltaics

Sekisui-led consortium testing film-type perovskite solar for agrivolatics #energysky -- via pv magazine global: https://t.co/LeYjuiJUO8

By Tor “SolarFred” Valenza
Southeast Asia Faces Energy Crisis With AC Season
SocialApr 1, 2026

Southeast Asia Faces Energy Crisis With AC Season

Southeast Asia Is Bracing for an Energy Crisis as Air Conditioner Season Begins #energysky -- via Heatmap News https://t.co/CuhzSgjJTV https://t.co/k3QU0ztuit

By Tor “SolarFred” Valenza
Quantum Charger Boosts Fast, Efficient Storage—Output Still Limited
SocialApr 1, 2026

Quantum Charger Boosts Fast, Efficient Storage—Output Still Limited

This quantum device absorbs energy efficiently, accelerates charging with scale, and stores power temporarily, though it's still limited in practical output. https://t.co/V8MS45eL8p

By TechRadar
How Many Solar Projects Does the UK Fund?
SocialApr 1, 2026

How Many Solar Projects Does the UK Fund?

How many solar projects have been backed by the UK government? #energysky -- via pv magazine global: https://t.co/Z5BD08Sc0P

By Tor “SolarFred” Valenza
World Adds 510 GW Solar PV Capacity in 2025
SocialApr 1, 2026

World Adds 510 GW Solar PV Capacity in 2025

IRENA: World adds 510GW of new solar PV capacity in 2025 #energysky -- via pv-tech: https://t.co/ov6EV1bx5W

By Tor “SolarFred” Valenza
New Platform Offers Monthly Utility‑Level U.S. Electricity Rate Data
SocialApr 1, 2026

New Platform Offers Monthly Utility‑Level U.S. Electricity Rate Data

My friends @heatmap_news and @mitceepr just released the Electricity Price Hub, a new public data platform that provides monthly, utility-level estimates of residential electricity rates and bills across the United States going back to 2021, broken down by generation, transmission,...

By Jesse D. Jenkins
Hormuz Closure Amplifies Global Trade, Inflation, Financial Strain
SocialApr 1, 2026

Hormuz Closure Amplifies Global Trade, Inflation, Financial Strain

Hormuz disruption deepens global economic strain across trade, prices and finance Latest @UNCTAD report on Hormuz 1⃣Energy corridor halted: The Strait of Hormuz remains “practically closed,” disrupting a critical share of global oil and gas flows. 2⃣Trade losing momentum: Global merchandise trade is...

By Sal Mercogliano