Net Zero Overlooks Mining Impacts of Renewable Batteries
“But net zero ignores the mining required for batteries and metals for renewables” Let me introduce you to a Life Cycle Analysis.
Trump Ended Carter Doctrine, Shaping Iran War Politics
🎙️ NEW PODCAST 🎧 On the latest episode of Oil Ground Up, I spoke with @gbrew24 about Trump killing the Carter Doctrine and how to think about the political contours of the Iran War on *all* sides of the conflict and...
VNG Pushes Germany to Refill Gas Storage Despite High Costs
Gas grid operator VNG has urged the German government to take action to make sure storage is refilled with price spreads uneconomical amid high prices driven by the Middle East war. https://t.co/wlBhZjRU8Z
Brent Price Plunge Driven by May‑June Contract Roll
The big drop you see in Brent crude prices overnight is primarily the prompt (ie front-month) contract roll from May to June May Brent crude contract expired at >$118 June currently [somehow??] trading at $101 So relieved to hear this will be entirely...
Iran's Illogical Oil Strikes Ignore Real Supply Routes
Legitimate questions: 🚨An oil facility that cannot export anyway due to the ongoing crisis at the Strait of Hormuz. Given the limited number of missiles and drones available to Iran, why use one to strike such a facility? 🚨An oil tanker that...
Crises Spike Fossil Prices; Clean Energy Is Essential Hedge
Spoke to @AJEnglish on Iran war & energy. Crises always drive up fossil fuel prices. That's not a bug but a feature of dependence. The only hedge against this kind of disruption is the clean energy transition. The economic case just got...
US Election Clock Forces Push to End War, Brent Slides
Brent has fallen sharply as the US sounds increasingly like it just wants to declare "mission accomplished" and end this war. I do think the midterm elections later this year mean the US is on a very tight timeline and...
Ethiopia Leads Clean Energy Expansion with SEforALL Support
It was a pleasure meeting H.E. @AmbBirukUK, @ETEmbassyLDN Ambassador. We discussed #Ethiopia’s efforts to expanding #energyaccess and its leading role in sustainable development and #cleanenergy. I assured him of @SEforALLorg's support to achieve its energy targets. https://t.co/cFpft8ePjF
Hormuz Closure Sparks Recession, Futures Hint Deflation
Hormuz Closure, December Futures Signal Post-Inflation Deflation - The closure of the Strait of Hormuz might have already triggered a global recession, with lose-lose implications for most risk assets and commodities -- particularly crude oil. Rolling to front-month just before...
Gas at $5 vs 5% Bonds: Inflation Signal
Natural Gas $5, T-Bonds 5%: Inflation vs. Deflation - January (Jan27) US natural gas futures and the 30-year Treasury bond on the same scale highlights inflation vs. deflation implications of $5 per million BTU gas and 5% yields. Full report on...
Industry Lobbying Inflates Oil Forecasts, Not Reality
When the G7 price cap was being negotiated in 2022, one US bank had an oil forecast of $380. That was the oil sector talking. It hates interference in its business. It's the same now. $150 or $200 forecasts...
Brent Futures Mirror Physical Market, Steep Backwardation
Brent futures are beginning to reflect physical reality $118. 35 closing price was only $0.68 less than peak Ukraine in late March 2022 Much steeper backwardation now https://t.co/N03VvzUcs3
Three Tankers Load Simultaneously at Saudi Al Muajjiz Terminal
PHOTO OF THE DAY: Very rare sighthing — three large oil tankers loading simultanouesly at the Al Muajjiz terminal (Yanbu south) in the Red Sea coast of Saudi Arabia (one of the end points of the East-West pipeline). 🛰️📷@CopernicusEU Sentinel-2...
Iran's Oil Role Threatened Amid U.S. Military Pullback
It’s a new day & I’m on @Bloomberg Surveillance this morning (6:30am) to discuss #oil #Iran latest devs. Military is building up but Trump wants to wind down operations in 2-3 weeks. Will Iran remain the Persian Gulf toll collector @ACGlobalEnergy...
Live Snapshot Shows Energy Prices Declaring War’s End
For non-Macro Tourist eyes only: LIVE Shot of the "end of the war" in TRENDING Energy Price terms https://t.co/BnmybmKwlL
Oil's Risk Range Top Surges, Signal Indicates Massive Move
OIL: just wait until you see where the TRR (top-end of the Risk Range™ Signal) just went https://t.co/2qvUoG2qpD
China Leverages Pakistan to Stabilize Hormuz, Bypassing U.S.
China is moving to stabilize Hormuz without the U.S.—using Pakistan as a diplomatic bridge. Power shifts to whoever restores the flows. https://t.co/3LW8TIyS65 #OilMarkets #Geopolitics #China
India Resumes Iranian Oil Imports, Undermining Sanctions
After a 7-year hiatus, India is about to import its first Iranian oil. At ~$100 a barrel. Quite the achievement in Washington for the long-term strenght of the economic and financial sanctions regime.
PM Urges Australians to Curb Fuel, Use Public Transport
Australia’s prime minister just used a rare national address to urge the nation to use less fuel 🇦🇺 ⚠️ “Over coming weeks, if you can switch to catching the train or bus or tram to work, do so… The months...
Hormuz Is Broke; Saudi‑Israel Pipeline Expected in Five Years
As an expert predictor of geopolitics, here’s my prediction: Hormuz is broke. Expect a 5-10m daily barrel capacity pipeline between Saudi Arabia and Mediterranean, via Israel (Ashdod port) in 5 years time.
BP Appoints Meg O'Neill, Fourth CEO in Six Years
In non-Iran news, BP new boss Meg O'Neill started today on her job. She's the fourth CEO in six years running the British oil major. O'Neill will face shareholders first at the company's AGM, secheduled for April 23, and potentially again...
India's Coal Output Dips, Stockpiles Ready for Surge
India's top coal producer said output fell in March, but that it still has enough stockpiles to meet higher demand 🇮🇳⚠️ Coal consumption in India is now on an upward trajectory on expectations of a hot summer and gas shortages due...
Oil Shock: Temporary Pain or Recession Trigger?
Ok, so here is the debate: Bull: higher oil price will raise inflation and reduce the LEVEL of disposable income/profits. But even if oil prices stay high, impact on GROWTH eventually wears off. Its a soft patch. And since we know...
US‑aligned Control of Hormuz Signals Bullish Market Outlook
If usa friendly regime takes control of strait of Hormuz it will be very bullish., https://t.co/bpWTMUPjFa
2026 Renewable Boom: Diverse Opportunities Across Power Sectors
⚡️ RENEWABLE BOOM 2026: OPPORTUNITIES BEYOND PANELS ◻️ Energy Storage Tata Power Amara Raja Exide Industries Oriana Power JSW Energy ◻️ Power Equipment Siemens Energy Atlanta Electricals ABB India Transformers & Rectifiers (TARIL) Quality Power ◻️ Power Transmission Tata Power GE Vernova Adani Energy Transrail Rajesh Power ◻️...
Regulator’s “No Worries” Hides Looming Tariff Hikes
When a regulator tells you not to worry, read the footnote. The Energy Commission confirmed higher electricity tariffs are coming, and in the same breath, noted that more than 8 out of 10 household users will not be affected — for...
US‑Iran Conflict Spikes Oil, but Europe’s Inflation Stays Modest
CHARTS OF THE DAY: What's the inflationary impact of the US-Iran war for Europe (and thus the ECB and BoE)? Sure, the price of oil and refined products has risen. But paralells between the curent shock and the 2022 energy...
LPG Shortages and Price Spikes Hit South Asia
🇵🇰Pakistan LPG price surge intensifies hardship for citizens 🇧🇩A deepening shortage of LPG now grips Bangladesh’s domestic market. 🇰🇭Cambodia Races to Avert Fuel Crunch as Global LPG and Diesel Shortages Bite https://t.co/6D1Hdd0QGy
Malaysia’s Petrol Price Stability Ends, Household Costs Rise
For decades, the price at the Malaysian petrol pump has been a rare constant in an ever-changing global economy. But the familiar green nozzle is about to represent a significant shift in the household ledger.
Past Oil Subsidies and Costly Refinery Warn Against Expansion
We had a policy of discounted domestic oil prices once. It was called the National Energy Program. Ask your AB caucus colleagues about it. And, we did build a refinery a decade ago and it ran billions over budget....
Iran Deal Triggers 20‑30% Market Correction, Exposing US Vulnerabilities
Iran is Trump's Waterloo He won’t be able to spin this as a “win,” says @RanaForoohar Oil shock + AI unwind + credit crack = a fast, market-led 20-30% correction. The K-economy masks the impact on most Americans #OilMarkets #AI #Credit #Recession
Indian Refineries Pivot From Europe to Africa
🇮🇳Indian refineries shifted their dependence on European markets to African markets. Tomorrow, Wednesday, we will publish a surprising chart about India in the Daily Energy Report: https://t.co/gGaADYgO1p https://t.co/LUhtseUn6Z
Qair Raises $94M for 203MW Polish Renewables
Qair secures US$94 million for 203MW of renewable projects in Poland #energysky -- via pv-tech: https://t.co/0e2Dh6yLZy
UAE Urges US Join Multinational Effort to Open Hormuz
Trump wants to leave opening the Strait of Hormuz to other countries. The U.A.E. wants the U.S. to be part of a multi-national coalition to open the waterway and is willing to join the fight. with @summer_said @DavidSCloud https://t.co/N8BEqgKnzg
Iran's Ship Leverage: Hype, No Evidence Revealed.
🚨This is an issue we have been highlighting in our publications since last week: 🚨Hype... Hype... Hype. 🌍Where are the deals that India, Malaysia, and Pakistan supposedly made with Iran to allow their ships and tankers to pass? 🚢Where are the 20...
China’s Electrostate Strategy Secures Global Energy Supremacy
What this latest fossil fuel war proves is that China’s strategy to become the world’s 1st Electrostate was, in hindsight, the ultimate realpolitik move and a masterstroke of strategic planning The scale is staggering: >China’s electricity consumption exceeds that of the EU,...
India Doubles Russian Oil Imports, Undermining Sanctions
#IndiaWatch🇮🇳: Since the US-Israeli war on Iran started, India’s oil imports from Russia have nearly doubled. Good news. IT’S A SIGN THAT THE ILL-CONCEIVED SANCTIONS REGIME IS STARTING TO BREAK DOWN. https://t.co/XzP5Xxh83g
Fuel Crises Force Asian Leaders to Choose Welfare or Deficits
So we now seem to have fuel price caps and three airlines in emergency management in South Korea, have had school closures in Bangladesh and Pakistan, jet fuel rationing and a push to work-from-home in Vietnam, alternate-day driving for private...
Grid Batteries Supply 44% of China's Evening Demand
Grid batteries reach stunning new peak of 44 pct of evening demand in world’s fourth biggest economy #energysky -- via Renew Economy: https://t.co/UJerojEzXI https://t.co/bc0I4zOGE5
Know Fracking Basics to Counter Corporate Misinformation
The basics of fracking. Something so many don’t understand, but are always told about the problems associated with it. But to best oppose new oil and gas leases across the board, it’s important you understand the underlying process and how that...
Ecoener Locks 200 MWp Solar PPAs in Guatemala
Ecoener secures PPAs for 200 MWp of solar projects in Guatemala #energysky -- via pv-tech: https://t.co/9sFSZtmHOb
Perovskite Solar Cells Produced Without Costly Cleanrooms
Perovskite solar cells can be made without expensive cleanrooms #energysky -- via pv magazine global: https://t.co/tvnjNDXxGN
Gulf Oil Transit Dries up, Sparking Price Crunch
Oil from the Gulf that has been in transit to its destinations is about to dry up. Then, there will be a crunch. Paul Krugman employs standard econ arithmetic to end up with a price range of $99/BBL to 372/BBL, depending...
US Seizes Nine Ships Carrying 20M+ Barrels to China
Nine vessels seized by the U.S. since it began taking direct action against the so-called shadow fleet that transport illicit oil around the world have delivered more than 20 million barrels of Iranian crude to China since 2013. @Kubota_Yoko https://t.co/43BnQE09kQ
June WTI Futures May Have Already Peaked
POLL: Has the June WTI crude oil futures contract peaked? ($104 on March 9th, $99 last night, $94 currently)
Rhythm Energy Extends Renewable Power to Texas Businesses
Rhythm Energy expands renewable electricity plans to commercial customers in Texas #energysky -- via pv magazine usa: https://t.co/epGWLFDrfy
France Ties Solar Subsidies to Storage Amid Negative Prices
France proposes linking solar subsidies to storage as prices turn negative #energysky -- via pv magazine global: https://t.co/83Xw93wRd2
Hawaii Nears Zero‑Emission Flights: Cargo in 9 Months
Hawai'i 9 months away from commercial electric cargo flights and 27 months from commercial electric passenger flights. https://t.co/JOtIskF9uy Good start to satisfy Hawai'i's settlement to go 0-emission transport. https://t.co/tR1kGYUCOO @youthvgov
Full Visibility Uncovers Hidden Battery Storage Safety Risks
What end-to-end visibility reveals about hidden BESS safety risks #energysky -- via Energy Storage News: https://t.co/Fkb7xkhlEV
Refinery Constraints, Not Oil Flow, Drive Supply Squeeze
Even if oil flows recover, refineries are the real squeeze, says Macquarie's Vikas Dwivedi Refinery run cuts have tightened product supply. It will take 4-6 weeks to recover after Hormuz opens to full transit. And there's uncertainty about refinery damage.