Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
I doubt many people have any idea what you mean by “the built in double tail” or how that relates to my post on oil prices and geological fear about the Iran situation @B2Balzer
If the US strikes Iran, it won’t be a weekend event, writes @TheMichaelEvery Retaliation risks include terror cells in Europe The broader Middle East is flammable Energy markets are rightly pricing tail risk—but the real question is duration, not ignition #OilMarkets #Iran #Geopolitics...
Jupiter International doubles solar cell manufacturing capacity to 2 GW in India #energysky -- via pv magazine global: https://t.co/N7yACehDbe
LNG exports volumes are now higher than gas for US homes or businesses The public is subsidizing corporate oil & gas company profits. Long live Make America Great Again https://t.co/cKeIFab7A4 #NaturalGas #LNG #EnergyMarkets #ElectricityPrices #USPolitics #EnergySecurity
Another NSW battery sent for independent review by interstate and long-distance objectors #energysky -- via Renew Economy: https://t.co/4Yc1aJjiuA https://t.co/QBPyuoR6kC
China hasn’t stopped buying U.S. LNG It’s just not burning it at home. Long-term contracts still bind the two systems Flexible LNG markets let China arbitrage politics by diverting cargoes to Europe. Does anyone on Team Trump know this? https://t.co/CacMbcaSMk #LNG #China #EnergyMarkets #Geopolitics #TradeWar #NaturalGas
Trump tariffs couldn’t save a major U.S. aluminum smelter Smelting lives or dies on cheap, reliable power AI and data centers now outcompete metalmaking for electricity. Tariffs are the minor leagues. Energy is the big show. https://t.co/z7ZanDwxd5 #Aluminum #EnergyPolicy #Manufacturing #AI #Trade #PowerMarkets
Oil rallied on fear Iran headlines + Israel alerts = instant risk premium in a tight market But geopolitics don't matter. Except they do in small continuous increments that convert to a steady aggregate premium. https://t.co/6vQGj7YEmu #OilMarkets #Geopolitics #Iran #EnergySecurity #crudeoil
UL Solutions develops new standard for solar inverter cybersecurity #energysky -- via Solar Power World: https://t.co/TvHlobdGEg
On-site fossil generation is quickly becoming a big liability for data center developers. At Firma Power, we're supplying clean power solutions for grid connected data centers and a real alternative to this polluting path to power.
Octopus acquires California solar-plus-storage project as part of US$1 billion investment #energysky -- via pv-tech: https://t.co/Cv3DZMxKvt
Battery storage can help establish a new era of European energy resilience #energysky -- via Energy Storage News: https://t.co/H4SPIjSkjN
Libya is cutting Russia out of its oil trade Fuel imports are shifting away from Russia toward large Western traders Sanctions didn’t “punish” Libya into changing behavior. They reshaped who gets paid. https://t.co/pmKRlqgEK1 #OilMarkets #Libya #EnergyGeopolitics #Sanctions #OPEC #crudeoil
NREL researchers quantify UV-induced degradation levels in TOPCon solar cells #energysky -- via pv magazine usa: https://t.co/xLGnfYrybS
States sue Trump administration for blocking funded renewable projects Congress approved the money. The White House froze it. Now states are daring the courts to decide if the Constitution still stands. https://t.co/rYIh7fS9kw #ClimatePolicy #Federalism #EnergyPolitics #IRA #USPolitics
The number one source of electricity on the grid is natural gas. Its price has fallen since 2010. Meanwhile, electricity prices have gone up significantly. This shouldn't happen. This is the direct result of anti-fossil-fuel policies based on the dangerous and false belief that...
U.S. refiners want to cut out traders & Chevron from Venezuelan crude purchases. They see the Trump setup as a RIP OFF Barrels now must move thru an elite club of approved middle men. Want to bet there's a grift component flowing to...
Australia commissions 4.9GWh of grid-scale batteries in 2025, matching entire 2017-2024 output #energysky -- via Energy Storage News: https://t.co/xEhWE79UGs
High-voltage DC design targets AI data center costs #energysky -- via pv magazine global: https://t.co/xe594PCmhP
As badly as wind performed during recent winter weather, solar performed far, far worse. As often happens during winter storms, solar was mostly or totally useless during the times of highest demand (evening and early morning). In Florida, which was hit later...
Comparing safety profiles of lithium-ion, sodium-ion and solid-state batteries #energysky -- via pv magazine global: https://t.co/2EDdejzvGR
“Tracker, panel, rinse, repeat:” How Fortescue is driving solar innovation in the Pilbara #energysky -- via Renew Economy: https://t.co/t0Jovxaw7c https://t.co/NwSYabiAHC
Quinbrook powers up 619MWh Supernode Stage One BESS in Queensland, Australia #energysky -- via Energy Storage News: https://t.co/ImIlFzLmCY
India's navy has begun seizing shadow fleet tankers in its exclusive economic zone. As I've said in other videos covering the shadow fleet, once the first domino falls...the rest will quickly follow. #crudeoil #crude #india #geopolitics https://t.co/IVVPGp8cQ7
Fear of farmland loss slows solar and wind development #energysky -- via Canary Media: https://t.co/wVWoSEYkxG
Solar needs ‘high-resolution data’ to manage weather and grid curtailments, says expert #energysky -- via pv-tech: https://t.co/WT0iWKJmc7
For solar and wind, “capacity” is the maximum potential electricity it can generate when there are perfect weather conditions. Storm Fern showed how in real-world conditions, solar and wind’s “capacity” is an illusion.
Brazil reserve battery auction rules near finalization with 20 GW lined up #energysky -- via pv magazine global: https://t.co/tJ8et2sYH3
Chris Wright Threatens to Withdraw from Global Energy Watchdog #energysky -- via Heatmap News https://t.co/8MEj9rfplc https://t.co/TYy0FLuuf8
World’s largest solar-battery hybrid project powers up in the Philippines #energysky -- via Renew Economy: https://t.co/ApvTRwFUhX https://t.co/LFEa9eVMSQ
IEA executive director Fatih Birol proposes focusing the agency's work in three areas during the next few years: 1) energy security -- "first and foremost" mission 2) new energy uptake (wind, solar, geothermal, nuclear) 3) afordability of energy "IEA 3.0" may well be...
New big battery kicks off commercial operations next to outage-prone Queensland coal plant #energysky -- via Renew Economy: https://t.co/Boj0IYDx6P https://t.co/8NeEaPuvqv
Italy’s plan to strip carbon cost from power bills jolts markets https://t.co/RZ9Dw7uUKq via @E_Krukowska @Al_Brambilla https://t.co/aVgbxP1Rxm
Oil has a big risk premium in it in terms of vol and skew. Meanwhile SPUs, IWM, VXUS all near ATHs Feels like a tense contradiction. https://t.co/6lmCdFZUnm
You just have to respect markets and the games they play Trump first term: Public is all about long Energy, short Solar.... Solar stocks go on an epic run Trump 2nd term: Tariffs going to crush International economies.... International stocks just thrashing...
Delighted to bring together over 50 countries at the #IEAMinisterial in Paris to discuss major issues of energy security, access, affordability & sustainability Thank you to the Ministers for the rich discussions, confirming the IEA is at the heart of the...
"Chevron in 2019 ran 21 rigs and five frack crews in the Permian. This year it anticipates it will need only six rigs and two frack crews to produce about 67% more oil-and-gas in the region than seven years ago."...
I strongly disagree with your statement that "the IEA is a worthless source of any data" @carldean1960 How can data be worthless? Interpretations of data & using data to push agendas can be worthless but not the data itself
Important exchange with Ukraine's First Deputy Prime Minister @Denys_Shmyhal We discussed 🇺🇦's efforts to ensure energy security this heating season and beyond – amid ongoing attacks on critical infrastructure @IEA will continue to closely support 🇺🇦's energy sector resilience https://t.co/tQQpcbUtpO
One August 31, 2020, Exxon Mobil was kicked out of the Dow. It was replaced by Salesforce. Exxon is up 271% and Salesforce is down 32%. https://t.co/euMlopjZdV
The podcast’s takeaway is that climate policy is becoming “pragmatic” & markets will take over from climate ambition But markets helped create the problem, and ambition never cut emissions. Calling this realism is just accepting catastrophic risk for profit @RystadEnergy #ClimateReality...
Very good meeting with 🇺🇸 US Assistant Secretary of State for Economic, Energy & Business Affairs @CalebOrr__ We discussed developments in global energy markets, the importance of critical minerals for energy & economic security and energy’s role in boosting competitiveness https://t.co/Z4YDq3jEJG
Net zero & climate analysis are fully compatible with the IEA’s mission of promoting energy security, economic stability & cooperation among member states @AzizSapphire @SecretaryWright is right that IEA went too far but wrong saying that net zero was all it...
Pleased to meet with Austrian State Secretary for Energy Elisabeth Zehetner at the #IEAMinisterial I thanked the State Secretary for Austria’s offer to host the 2027 IEA Energy Innovation Forum – we look forward to working together to build on the...
Rig counts are a weak, context-dependent signal of future production @chigrl Fewer rigs in Russia don’t mean much after a decade of fracking conventional fields. Apply the same logic to the US and you’d wrongly conclude sanctions killed output here. #OilMarkets...
Good to see my friends have a thoughtful conversation on how we meet our electricity growth needs. I think the talking points were a bit thick and many questions remained unanswered.
Excellent meeting with Singapore's Minister Tan See Leng at the #IEAMinisterial on Southeast Asia's growing role in global energy markets @IEA & 🇸🇬 will continue cooperating closely to support the delivery of the ASEAN Power Grid Vision and other key priorities...
U.S. SOLAR GENERATION increased to a record 304 billion kilowatt-hours (kWh) or 304 terawatt-hours (TWh) in 2024. Solar generation had increased ten-fold over the previous ten years from 29 billion kWh in 2014. Data prepared by the U.S. Energy Information...
Net-zero by 2050 has “zero point zero chance of happening,” says US Energy Secretary Chris Wright ahead of the biennial IEA ministerial meeting in Paris. (This ministerial meeting will mark a turning point in global energy policy making across industrialised...
The remarkable inefficiency - and destructiveness - of the fossil fuel energy system: two-thirds of all primary energy inputs are wasted, and do not convert into useful energy >When petrol powers a car, three-quarters of the energy is wasted as heat...
