Saudi Arabia Adds 7.8 GW Solar Capacity in 2025
Saudi Arabia adds around 7.8 GW of solar in 2025 #energysky -- via pv magazine global: https://t.co/WGmXqbJ7ty https://t.co/vbc6qMP2wS
Critical US Grid Insight Over
This fact has been emphasized to me for years by execs at a US private electrical infrastructure I have an investment in… …yet it is ignored by most geopolitical analysts and policymakers because it is too inconvenient to acknowledge: https://t.co/CODqrwbKm1
Renewables Cut Electricity Prices; Fossils Drive Them Up
Which lowers electricity prices, more renewables or more fossil fuels? More wind, solar, geothermal & hydro correlate with lower electricity prices worldwide and across the 50 states. More fossils, nuclear & biomass all independently correlate with higher prices. https://www.youtube.com/shorts/yI9vlrRSc7w
Brent Slides Despite PMs' “Batten Down” Warnings
Why is front month Brent oil down on the day both Australian and UK prime ministers gave 'batten down the hatches' addresses to their nations?
IOWN Energy Sells 127 MW Nevada Battery Project
IOWN Energy closes sale of 127 MW Nevada battery project #energysky -- via pv magazine usa: https://t.co/nO7QzEEVCv
Battery Lenders Gain Six Years' Insight in Six Months
‘We learned more in the past six months than the past six years’: Australian battery storage lenders navigate merchant risk #energysky -- via Energy Storage News: https://t.co/k3W8LaAaTN
Economist Warns: War's Hidden Costs Outweigh Oil Prices
Yes, I'm an economist. And yes, I'll talk about oil and gas prices. But still, I wonder whether (and why) we're avoiding talking about the bigger costs of war.
Dimension Energy Secures $650M for Community Solar
Dimension Energy announces $650 million in new financing for community solar #energysky -- via pv magazine usa: https://t.co/yNAppIapKQ
Learn From Hormuz Crisis: Rethink Gas Export Strategies
The reshuffling of gas and LNG exports as the Hormuz crisis move to its second month is an experience that we need to learn form.
Asia’s Coal Resurgence Driven by Gas Shortages and Geopolitics
Asia is being FORCED BACK TO COAL to keep the lights on. Gas shortages are leaving countries with no other alternatives. THE US-ISRAELI WAR ON IRAN = UNINTENDED CONSEQUENCES. https://t.co/h4FiiSWzHr
Federal Lawsuit Targets Morris Township's Natural‑gas Ban
Administration sues Morris Township, NJ - population 23,000 - to preempt a 2022 ordinance that bans natural gas in new apt buildings.
Judge Allows Alabama Power to Maintain High Solar Fees
Alabama Power can keep charging steep rooftop solar fee, judge rules #energysky -- via Canary Media: https://t.co/6jCLTmK7pW
Markets Await Reopening of the Strait of Hormuz
“Markets are forward looking, and they’re just looking forward to a future when the Strait of Hormuz is no longer closed.” Aren’t we all. https://t.co/U9K3hLC2zT
Physical Energy Markets Show Shortage While Paper Markets Pretend
The energy system is broken at the physical level, says Jeff Currie Physical markets are screaming shortage. Paper markets are still pretending. The gap is keeping markets from panic Chaos is around the corner. #Oil #EnergyCrisis #Commodities #Geopolitics
Australia Tests AI Robots for Solar Farm Maintenance
Australian science agency trials AI robots for solar farms #energysky -- via pv magazine global: https://t.co/1cum7O4u2V
2026 U.S. Solar & Storage Market Rankings Released
U.S. solar and storage market report: 2026 state rankings and forecasts #energysky -- via pv magazine usa: https://t.co/bCkEXUPP7J
US Grid Operates at Half Capacity, New Tech Boosts Utilization
Today on Volts: the US grid is, on average, carrying about half the capacity it's capable of. A new industry coalition argues that, before building expensive new infrastructure to serve rising demand, we should more efficiently use the infrastructure we...
Will Hormuz Reach 80% Shipping Flow by April?
Is the Strait of Hormuz open* before the end of April? *let's define it as 80+% of pre-war shipping flow
Michigan Greenlights 1.3 GW BESS, Includes Oracle Data Center
Michigan approves 1.3 GW BESS portfolio, including contested Oracle data center assets #energysky -- via pv magazine usa: https://t.co/SXEfi3Pp5u
AGL's New Peaking Plant Pays for Itself without Ever Running
AGL reaches FID on new peaking plant that will just about pay for itself without ever being switched on #energysky -- via Renew Economy: https://t.co/P7XirELxt0 https://t.co/SWzJmF1wbM
Maximize Existing Grid to Accelerate Energy Transition
Using more of the grid we’ve already built #energysky -- via Volts/David Roberts: https://t.co/f0TdRT19Bj https://t.co/nR8WVvUHdJ
US Oil Output Stays Flat Despite War‑Driven Price Surge
U.S. oil production after the war ends U.S. oil production is unlikely to rise much as a result of the war with Iran and closure of the Strait of Hormuz unless the interruption of oil supplies and rise in prices proves...
Japan Incentivizes Private Firms to Fund Overseas LNG
Japan is trying to encourage its private companies to invest more in overseas LNG supply 🇯🇵❤️🚢 The government launched a new scheme that will offer faster return on investment for LNG projects via state-backed JOGMEC. A key criteria is that the LNG...
Middle East Conflict May Lift EU Solar PPAs 35%
Pexapark: Middle East conflict could increase European solar PPA prices by 35% #energysky -- via pv-tech: https://t.co/V7vYLlm1b0
Semi‑humanoid Robot Streamlines Solar Farm Installation and Inspection
Tracked Semi-Humanoid #Robot Enters Solar Farms for Smarter Installation and Inspection by @CyberRobooo #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/AaZYpNM75C
US Data Center Growth Stalls Over Imported Equipment Shortage
Almost half of US data centers planned for 2026 are expected to be delayed or canceled. One big reason is the shortage of electrical equipment, such as transformers, switchgear and batteries. US doesn't have manufacturing capacity, forcing it to rely...
Comparing 100‑Hour LDES Batteries From Form, Noon, Ore
100-hour LDES battery technologies from Form, Noon and Ore: how do they compare? #energysky -- via Energy Storage News: https://t.co/CjiddvgGDw
Physical Brent Commands $20 Premium over June Futures
When looking at the oil market: Brent **June** futures (settled at the end of April): That's trading at ~$102 a barrel. But physical Brent market for prompt delivery: That's trading at ~$125 a barrel. There's a big difference depending on when a refinery needs...
South Australia’s Power Demand to Hit 50 TWh by 2040
Green steel, data centres and hydrogen push South Australia’s electricity demand toward 50TWh by 2040 #energysky -- via pv-tech: https://t.co/CtFApHKWU6
Saudi's 2025 Break‑even Oil Price Stays Near $100
Petrodollar (or lack of them) update: Saudi 2025 balance of payments data is out, and the Saudi "current account" break even oil price (based on ~ 7 mbd in exports of crude/ product) is still right around $100 a barrel 1/
US Modules Launches Texas Solar Panel Assembly Plant
US Modules opens solar panel assembly plant in east-central Texas #energysky -- via Solar Power World: https://t.co/5vjljqcFwu
Fuel Imports Cost Pacific Nation Triple Healthcare Budget
Pacific Islands energy crisis: One country faces fuel import bills three times its healthcare budget #energysky -- via Renew Economy: https://t.co/N00HEnovpH https://t.co/UtxPetaA8W
Product Prices Reveal Story, Crude Oil Doesn't
What tells a clear story? Crude oil prices = No Product prices = Yes... https://t.co/Ltyf8VQx12
Copper Demand Set to Surge Across Infrastructure, Tech, and Defense
Road Ahead 1. Data Centers, $2.5T Capex. 2. $2T US Power Grid Rebuild - copper, aluminum. 3. Currency Debasement: USA $1.9% Defecit / 6.2% of GDP vs 3% average last 40 years. 4. Re-Build: Gaza, Iran, Ukraine, Israel - copper. 5. Robotics -...
US Hits Record 18.9 GW Energy Storage in 2025
US installs record 18.9 GW of energy storage in 2025 #energysky -- via pv magazine global: https://t.co/y8DCRggizl
USO and Oil Shorts Performing Strongly Today
2nd tarde of the day here with $USO and #OIL short here. so far so good. 🫡💥 https://t.co/qXhkRgCEbx
Firma Power Delivers Clean, Firm Grid‑connected Portfolios
Amen. This is what Firma Power is focused on delivering clean firm portfolios of grid-connected assets. This is the way...
Ethanol Inventories Dip to 26 Million Barrels
#Ethanol stocks fall to 26.0 million barrels in the week ending March 27, down from 27.2 million barrels the previous week, and down from 26.6 million barrels in the same week last year. #corn #oatt
Four Key Signals Reveal True State of Oil Markets
This is a great read about how to think about what's happening with oil and Hormuz - and ultimately with the world economy. The headlines are all over the place, but these 4 signals can tell you what's really happening.
US May Waive Iran Sanctions to Enable Hormuz Toll Payments
Iran is still heavily sanctioned by the US, which complicates the payment of any tolls for passage through the Strait of Hormuz, both today or in a future where Tehran maintains some control of the Strait Wouldn't be surprised to see...
USO Iron Condor Targets 115‑135 Range Through 2027
Oil (USO) interesting trade September 2027 as the $140/$135/$115/$110 Iron Condor trades 1000X expecting a 115-135 longer-term range to hold
Ellen Wald: Brent Prices Must Rise Amid Iran War
Watch Price of Brent Should Be Higher to Reflect Situation in Iran War, Says Ellen Wald - Bloomberg @ACGlobalEnergy #oott #iran https://t.co/rdYCFWeqvC
Iran Rejects Trump's Claim, Strait of Hormuz Stays Closed
Iranian Republic Media: The Strait of Hormuz will not open based on Trump's absurd claims: Bloomberg
Diesel Prices Show Striking, Relevant Dispersion Nationwide
I will keep retweeting updates of @GasBuddyGuy great data. This dispersion in diesel prices is both striking and relevant.
Iran Conflict Scenarios Push Oil Prices Above Pre‑War Levels
My rough Iran War scenario probabilities over the next month are: 🌮 40% unilateral TACO, Iran maintains some hybrid control of Strait 🪖 30% boots on the ground, strait stays blocked, spiked risk of more upstream attacks, global economy withers 🤷🏻♂️...
European LNG Imports Are Far From Clean, Emissions Underreported
The LNG we import in Europe is far from clean. Visible methane plumes at US gas sites rated “grade A” resulting in much higher upstream emissions. Auditors don’t measure emissions — they review operator data that studies show is massively understated....
U.S. Must Rethink Oil‑Security Ties with Diversifying Gulf States
Great new @ForeignAffairs essay by @ColumbiaUEnergy’s @ProfessorKaren about how post-war, the historic “oil for security” relationship is no longer tenable, & US needs to update its approach to Gulf states that are rapidly diversifying their economies https://t.co/Nmszm8a5bu
China Poised to Weather Hormuz Oil Shutdown
How China can survive without the Strait of Hormuz The world’s largest importer of oil through the Strait of Hormuz is, paradoxically, also one of the best placed to weather the waterway’s closure. https://t.co/YczOlt8T4v
Energy Shock Accelerates Global Shift to Electrification
One month in to the war, some people are ready to call it. This energy shock will accelerate the world to a cleaner, more electrified future. “Electrification will be seen as the shock absorber.” https://www.nytimes.com/2026/04/01/opinion/oil-crisis-iran-electric-solar.html
Battery Costs Fell 99% in Three Decades
The price of batteries have declined by 99% in the last three decades. The battery cells in a standard electric car today cost around $5,000. In 1991, those same cells would have cost nearly $600,000. https://t.co/uxbTqmfsLn