Brent Crude Jumps 60% in March, Record Gain
JUST IN: Brent crude oil futures surged 60% in March, delivering the biggest monthly gain ever.
Qcells Introduces Turnkey Solar-Storage for New Homes
Qcells launches turnkey solar and storage program for new home construction #energysky -- via pv magazine usa: https://t.co/gyNI4D9iuh
MT Zea Passes Iranian Toll Booth, Hormuz Update
Sailing out of the Persian Gulf via the Iranian Toll Booth 1⃣Strait of Hormuz Update 31 March 2026 2⃣Where Are all the President's Tankers? 3⃣Sailing on MT Zea via @NewsNation Video: https://t.co/PVC4pY7aWJ
Clients Dump All but SMID Caps, Energy ETFs Surge
BofA Securities Equity Client Flow Trends Clients sold everything except SMID caps last week Biggest Energy ETF inflows since the start of Russia Ukraine war vs record Energy single stock outflows Buybacks by corp. clients decelerated wk/wk https://t.co/1GiRZIhmiM
Tokyo Faces First Solar Curtailment in Japan
Solar curtailment reaches Tokyo, Japan’s last holdout grid area #energysky -- via pv magazine global: https://t.co/39BbREz2pU
Non‑Lithium Storage Tech Gains Momentum Globally
ROUNDUP: Non-lithium energy storage system technology advances in US, Spain, and Scotland #energysky -- via Energy Storage News: https://t.co/8oNd50Neh9
Venezuela’s Lessons Offer Hope for Upcoming Fuel Crisis
Very thorough and detail account of the situation on Venezuela - gives me hope and makes me think maybe we should all be considering these approaches in the face of a looming fuel crises like no other
Researchers Claim Breakthrough Beyond Solar Efficiency Limit
Have researchers broken through the “impossible” solar conversion ceiling? #energysky -- via Renew Economy: https://t.co/JLYVABWY2U https://t.co/T1C7TpKgIx
Build Dozens of Nuclear Plants Now for Near-Free Power
We should be building a dozen new nuclear power plants in America right now, today. The best time would’ve been 20 years ago. The second best time is now. We know how to make electricity so abundant it’s darn near free....
Trump Claims Leaving Iran Will Lower Gas Prices
Asked how he'll bring down gas prices, President Trump says: "All I have to do is leave Iran, & we'll be doing that very soon." Trump also just reiterated his view that securing passage through the Strait of Hormuz is a...
Rising LNG Prices Threaten Terminals, Shift Coal‑Gas Dynamics
Higher LNG prices also putting LNG terminals at risk. There's upside and downside here. To the extent that these were driving coal -> gas switching, more downside than up. But if coal is also constrained, would boost renewables.
Hormuz Closure Could Push Oil to $300 Barrel
If Hormuz remains close the price of oil and refined products could rise to $200, $250, $300 per barrel or any number.
California's Future of Virtual Power Plant Funding Uncertain
Will California fund or kill its thriving virtual power plant program? #energysky -- via Canary Media: https://t.co/jWMDx0bSMq
Alberta's Perpetual Oil Demand Myth Is Busted
Exploding Alberta's "Oil Demand Will Grow Forever" Myth I take issue with Peter Tertzakian's “End of Oil? We’ve Heard that Before” argument. #ableg #abpoli https://markhamhislop.substack.com/p/exploding-albertas-oil-demand-will
Shippers Doubt Full Hormuz Reopening Amid Ongoing Conflict
"Shippers remain doubtful of a wholesale return to the Strait of Hormuz while it remains beset by conflict, throwing cold water on a Trump administration plan for US-backed insurance and naval escorts to clear passage through the vital waterway." https://t.co/SlR4K6Sl2Z...
Tesla Targets 100 GW U.S. Solar Capacity by 2028
Tesla advances plan to build 100 GW of U.S. PV manufacturing capacity by 2028 #energysky -- via pv magazine global: https://t.co/BLs5NqxfHH
UK Faces Fuel Shortage Amid US‑Israel/Iran Energy Crisis
Prices at the pump? UK running out of fuel? What should the government and the public do in the face of the US-Israel/Iran energy crisis? https://t.co/dVMIfX1kI1 via @Channel4News with @mattfrei
Basra‑Aqaba Pipeline Would Pay for Itself in Months
1 million bpd Basra-Aqaba pipeline costing $9 billion would have paid for itself in 3 months in the current crisis. And given Baghdad some resilience against closure of the Strait. Exactly why the Iran-aligned parties blocked it over nonsense arguments about...
Energy Sector Posts Second‑best Quarter Ever versus Market
The S&P 500 energy sector had its 2nd-best quarter relative to the broader market on record. @augurinfinity https://t.co/AVJYMyYzGn https://t.co/2HEDAj7UkT
APA Solar Expands Manufacturing Campus in Ohio
APA Solar expands manufacturing campus in Northwest Ohio #energysky -- via Solar Power World: https://t.co/LAbOEhlXCp
Four‑Week Hormuz Closure Halts Critical Petrochemical Shipments
I can’t believe the Strait of Hormuz has been closed for four weeks. It seems like so much longer than that. Scarcely do I remember the last time petrochemicals, urea, helium and other fundamental components could safely transit to key...
Outdated FERC Pricing Risks Consumer Affordability in Data Costs
One problem w this filing - which purports to justify making everyone pay for data center transmission - is that it assumes FERC's 1994 transmission pricing policy still holds. It shouldn't. It was written to foster wholesale mkt competition and...
Australian Solar Thermal Tech Fuels Brazil Hybrid Hydro
“Proud moment:” Australian solar thermal pioneer powers up hybrid hydro system in Brazil #energysky -- via Renew Economy: https://t.co/70duyF3bqr https://t.co/YCoa453IaC
Oil Futures Slip Into Backwardation as Hormuz Bottleneck Persists
With the Hormuz Strait all but closed, the crude oil futures curve is back to the backwardation levels of the first few days of the conflict. The front contract is about $23 higher than the 9th contract, indicating that the...
One Year of Emissions Impacts Climate for a Century
This is one of the most fascinating and under-appreciated figures of the recent IPCC AR6 report (Figure 6.16). It shows the effects of a single year of emissions after 10 and 100 years, and really illustrates the difference between stock...
Brent Crude Gains Nearly $50 Amid Iran Conflict
Brent crude prompt futures price, Iran-War-to-date. Up just shy of $50 per barrel over the past month. https://t.co/SERzQ38Bos
Brent Oil Awaits Breakout Above $112.1 Amid Overbought Signals
#BrentOil Comp Doji Candle and Sideways. Needs Breakout $112.1. Support $100, $91.8, $84. RSI 71.5 Overbought but can go higher. Top Bollinger Band $111.6. Midpoint Line $102.5. Bottom Band $93.6.
China’s Iranian Oil Purchases Become Risky, Costly, Contested
China can still buy Iranian oil, but every barrel now comes with higher military risk, higher shipping costs, and the threat of sanctions or interdiction. What was once a quiet $8 to $12 discount trade is now a fragile, contested...
EU Eyes Reviving Emergency Energy Rules Amid Iran Price Shock
The EU will consider reopening a set energy measures used after Russia’s 2022 invasion of Ukraine as the bloc seeks to contain a fresh price shock tied to the Iran war https://t.co/pGEqjvd4Uf via @johnainger https://t.co/oxM0l6weH8
China Ships Diesel to Southeast Asia Despite Curbs
China has exported cargoes of diesel and other fuels to energy-starved countries across Southeast Asia over the weekend, in what appears to be a signal of support despite export curbs imposed earlier this month https://t.co/Ho2QuntmBc
Hydrogen‑cooled Metal‑hydride Compressor Boosts Efficiency and Power Density
A novel metal hydride compressor uses hydrogen as both the working gas and coolant, enabling higher power density and efficiency while minimizing electrical energy use and mechanical wear. This approach could advance sustainable hydrogen infrastructure. hydrogentech
New US LNG Capacity Too Small to Replace Qatar Losses
LNG production in Qatar, normally ~80 mm tonnes, has been effectively OFFLINE since March 2. The new Golden Pass LNG export terminal in the U.S. will add only 18mm tonnes at full capacity. NEW SUPPLY CAN’T OFFSET WAR-DRIVEN LOSSES. https://t.co/tVmip8DsaM
Iran and Russia Profit as Oil Prices Surge Amid War
A month into this war: Iran is still exporting oil & to more customers Iran is making more money for its oil because prices are up Iran has effectively installed a tollbooth to enter and exit the Persian Gulf Russia is making more...
U.S. Gas Prices Stay Low, Unaffected by Middle East Conflict
U.S. gas market insulated from war in the Middle East U.S. gas inventories are on course to finish the winter close to the average for the time of year, which has sent futures prices back below $3 per million British thermal...
Gulf Bypass Pipeline Remains a Purely Conceptual Fantasy
The “Gulf bypass pipeline” is a geopolitical fantasy that bypasses reality @shjomital It's 100% conceptual so provides no solution to the crisis It assumes cooperation that doesn’t exist, security that can’t be guaranteed, & scale that wouldn’t solve the problem. #EnergyCrisis...
Presidential Tanker Claims Lack Evidence, only One Seen
Here is an example of some of the problems associated with the President's comments about 8 to 10 tankers sailing out of the Persian Gulf or the 20 tankers he discussed on Air Force One. There is no evidence of...
China's Geothermal Potential Stymied by Policy and Cost
Interesting read on why Geothermal has not taken off as a domestic power source in CHina. https://t.co/sq8xn774Mg https://t.co/K0gI2v6nKr
Gas Hits $4 Gallon, Raising Trump's Affordability Concerns
According to AAA, the national average cost of a gallon of gas has just pierced $4.00 a gallon. THE WINDS OF WAR = HIGHER GASOLINE PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/LhuAOXiVXf
Iran Still Controls Hormuz, Selectively Filtering Tankers
"The regime has lost control" is wrong @EYakoby Iran is allowing more ships through Hormuz selectively It's sorting tankers by friends who pass for free, neutral parties that pay, and enemies that don't pass There may be a tactical uptick in flows,...
Trader Shorts USO and Oil Refinery ETFs
🫡 Just sat down and SHORT $USO and #oilrefinery What are you guys up to? @traderTVLIVE https://t.co/NZmEiRtDka
California's Middle East Oil Imports Drop Below 30%
"Previously"?? Like in 2015? In 2025, less than 30% of oil imported into CA was from the Middle East. It's been less than 50% of imports since at least 2017.
Oil $100 Baseline Becomes Permanent After Iran Threat
WTI pre-market: $101.84. Brent: $108. Up 47% for the quarter. Iran is demanding sovereignty over the Strait of Hormuz — the chokepoint for 20% of global oil supply. That's not a negotiating position. It's a line in the sand with no realistic...
Iran's Hormuz Claim Locks in Permanent War Premium
$CL WTI pre-market: $101.84. $BNO Brent: $108. Iran demanding sovereignty over the Strait of Hormuz. That's not a negotiating position. It's a non-starter — and everyone knows it. The war premium is permanent until proven otherwise. --- https://t.co/DwGuXTrsgJ
Russian Oil Tanker Anatoly Kolodkin Arrives at Cuban Anchorage
Russian-flagged oil tanker Anatoly Kolodkin approaches the area of anchorage while being assisted by a tugboat, in Matanzas, Cuba, March 31, 2026. REUTERS/Norlys Perez https://t.co/eewxf34Q5n
FERC OKs ISO-NE Shift to Prompt Capacity Market
RIP ISO-NE FCM (2008-2026) FERC approved ISO-NE's proposal to replace the Forward Capacity Market with a prompt capacity market in which an Annual Capacity Auction (ACA) would be held 1 month before the capacity commitment period.
Israel Won’t Gain Control Over Gulf Oil Supply
Giving Israel the power to control the flow of oil from the entire Gulf? Nah. Never going to happen.
OPEC's Monthly Production Decline Hits Ugly Levels
Now we start getting the monthly average OPEC production numbers. And boy, oh boy, are they UGLY. Reminder: this is the *average* production decline m/m, the exit loss is even larger and that's where we'll land in the April data if this...
Energy Surges, Tech Slumps: Market Signals Survival Mode
Q1 rotation: $XLE +20%. $QQQ -4.2%. Money is moving FROM innovation TO survival. That's not a style rotation. That's the market telling you what it believes about the economy. When energy beats tech by 24 points in a quarter, listen. --- https://t.co/SxMLhgCbeX
Australia’s Jet Fuel Crisis Deepens as China Ban Hits 30%
Australia (which has declared a national fuel supply disruption) is deeper in to its jet fuel crisis 🚨 - For now, emergency supply is being routed from l US through the Panama Canal to Melbourne, Perth - but the route *cannot*...
Space Data Centers Miss Key Advantage: 5× Solar Power
The race to build orbital data centers is missing its biggest variable: power “Solar panel in space produces roughly 5Xs the amount of electricity that the same panel would produce on Earth. There is no atmosphere, no weather and no day-night cycle for most orbits. No interconnection queue and no permitting.” https://t.co/PfmW1te2ac