Trump Claims Hormuz Will Reopen Automatically After U.S. Withdrawal
JUST IN: President Trump says the Strait of Hormuz will reopen “automatically” once the U.S. exits
Indonesia Reinstates B50 Biodiesel Blend Amid War Risks
🇮🇩Indonesia will raise the blending rate for palm-based biodiesel to 50% (B50) from the current B40 on July 1, despite having scrapped this plan two months ago due to supply concerns. But war risks are now at the forefront. Indonesia is...
AI Accelerates the Race to Build New Reactors
The race to build new nuclear reactors — fast (with AI's help) https://t.co/guGFZFErdy by @ChuckMcCutcheon in @axios
China Takes Direct Role in Hormuz Security After Iran War
china involving itself directly in the business of hormuz strait security is an important unintended consequence of the iran war.
Hungary Beats Global Solar Targets, Hits 27% Power
Hungary has highest solar share of any country in the world - 27% of electricity from solar in 2025, up from just 2% in 2018. In August 2024, solar hit 37% of monthly generation. Now >8 GW of installed capacity - a...
New Strategy Promises Lower Power Prices
Transcript: There’s a New Playbook for Cutting Power Prices #energysky -- via Heatmap News https://t.co/9tZHm1N81C https://t.co/b88wqK0I8d
Utilities Waste Millions, Ignore Cheap EV Battery Grid Power
Utilities will spend $50M on a substation upgrade before spending $10K on equipment that gives them access to your EV battery. That battery in your garage could be powering the grid during peak demand instead of another substation nobody wanted. The lack...
GB News Owner’s Letter to Guardian Riddled with Falsehoods
FACTCHECK: GB News owner Paul Marshall seems to dislike Christian leaders criticising his channel's attacks on climate action, so he made a rare public intervention But his letter to the Guardian (pic) makes 25 false, misleading or confused claims (!) Receipts in...
China Denies Energy Bans, Neighbors Left Out
From Belt and Road to belt tightening: China's neighbours get cold shoulder on energy But so far China has offered only vague statements and has yet to even publicly acknowledge the export bans reported by Reuters and others as it focuses...
Sweetwater Residents Demand Accountability for Abandoned Turbine Blades
Residents of Sweetwater, Texas, are frustrated that the old wind-turbine blades have sat in the town for years. Authorities have stepped up efforts to hold someone responsible. Read more: https://t.co/VSyVgI0sBO 📷️: Brenda Bazán/Bloomberg https://t.co/y9bOmOKoEM
Molecular Solar Battery Stores Days of Energy, Produces Hydrogen
Molecular solar battery stores energy for days, yields hydrogen on demand #energysky -- via pv magazine global: https://t.co/uI9nAShJoB
Off‑grid Data Centers Spark Debate Over Grid Efficiency
There’s a growing amount of excitement and trepidation around off-grid data centers. I’m not convinced many will actually go fully off-grid -- probably as a bridge in most cases. But it’s surfacing a more interesting tension about how we build the...
LBNL Updates Retail Electricity Price Trends, Highlights Data Centers
LBNL just released an updated analysis of retail electricity price trends. Packed with credible data and analysis, including clarifications about data centers -- https://t.co/HSlAecpCgH
Hormuz Closure Threatens Worldwide Economic Collapse, Including US
Hormuz closed==>global economic collapse If you don’t think that affects the US, you need a lesson in reality @thescooter49
U.S. Economy Can Absorb Higher Oil Prices, Avoid Recession
Not saying it’s going to be enjoyable or inherently desirable, but the US economy can handle substantially higher oil prices without falling into recession
Oil Market Lacks Buffers, Minor Shocks Spark Big Price Swings
The oil market didn’t underreact—it absorbed the shock, writes @RystadEnergyOil Now the buffers are gone From here, even minor disruptions can trigger outsized price moves There's no slack left in the system. https://t.co/FLJkAgmNXJ
Arctic Becomes Solar's Next Frontier Above 60°N
Solar above 60° North: The Arctic as PV’s next frontier #energysky -- via pv magazine usa: https://t.co/HzVbIScM0K
Oil Shock Triggers Rapid Inflation, Demand Collapse, Instability
Maximum risk-off, says @elerianm This isn’t just an energy shock It’s a chain reaction: price → inflation → demand destruction → instability. Markets still don’t see how quickly this cascades. #Oil #EnergyCrisis #Macro #Inflation #Geopolitics
Renewables Win; Electrification Becomes Policy Frontline
Never mind the fossil “sideshow,” renewables have won: Electrification is the new policy battlefront #energysky -- via Renew Economy: https://t.co/z9Drf61ikR https://t.co/dhwJPWO36L
EU Warns Prolonged Energy Market Disruption From Iran War
EU Tells Members to Prepare for 'Prolonged Disruption' to Energy Markets From Iran War https://t.co/oPLV3B8xsa
Powerful Projects Need Political Coalition to Succeed
Op-ed: We’ve built gigawatts, but can we build a winning coalition? #energysky -- via Solar Power World: https://t.co/rMCMQ0XiSS
Hormuz Turns Toll Road as VLCC Burns
Hormuz now a pay to pass corridor. From being forced to pay a “toll” to a VLCC attacked and on fire, a day in the maritime mess at the Strait of Hormuz. https://t.co/ENyO92nyeS
Ukraine's Drone Attacks Slash Russian Oil Exports
This is something to keep an eye on. Ukraine has been damaging Russian oil export capacity, via drone. The country's seaborne shipments last week were the lowest since 2022, but unclear if it's the start of a longer trend. ...
PVT Tower Heat Pumps Enable Efficient Building Retrofits
PVT-driven tower heat pump for building retrofits #energysky -- via pv magazine global: https://t.co/dtJIGgHzQb https://t.co/z6vXS04pAt
Iran War Triggers Structural Oil Price Upgrade
I don't see any reasonable scenario in which the oil market exits the Iran War in a healthier, more secure condition than where things stood before the war. It's a structural go-forward upgrade to oil pricing, at this stage it's just...
Three 5s Converge: Gas, Tacos, Yield
The Three 5s are almost here. $5.8/gallon in Cali. 5th Week full of Tacos & 10 yr yield in the works.
Oil May Rise Even If War Ends, TACO Unbearish
While a unilateral TACO is “bearish” relative to a boots on the ground regional blow-up scenario, it’s not bearish in absolute terms—and very likely still justifies crude prices higher than their current sanguine levels. So, yes, I think the war can...
China Extends Fuel Export Ban, Offers Minimal Relief
China has extended its fuel export ban for another month to April. There is now talk of letting a small amount of fuel out to countries like Sri Lanka, Bangladesh and the Maldives. But the shipments would be only ~5%-10%...
South Africa's Fuel Prices Rise Tomorrow, Including R3 Levy Cut
Here are the new amounts that fuel will rise by in South Africa, tomorrow. These new amounts already include the temporary R3 deductions in the fuel levy, that was announced by the National Treasury earlier today.
Trump Signals US Withdrawal From Strait of Hormuz
Increasingly it does sound like US President Donald Trump will leave the Strait of Hormuz to others to sort out. "... The U.S.A. won't be there to help you anymore ..." https://t.co/8wFtBLuoCa
Diesel Prices, Not Gas, Threaten US Inflation Surge
The bigger concern for the US economy isn't gas prices, but diesel prices, as @amoshochstein tells @annmarie just now. They're at the highest since 2022 and bumping up against those highs, at $5.45 a gallon. That's the price that'll pressure...
War Turmoil Drives Oil and Dollar Consolidation
Mixed War News Keeps Oil Firm and the Greenback Consolidating: War developments pulled in both directions, leaving investors on edge On the one hand, Iran struck an oil tanker, carrying Kuwait oil, in port in Dubai. On the other hand,...
Russian Oil Tanker Arrives at Cuba’s Matanzas Port
MATANZAS, Cuba, March 31 (Reuters) - A Russia-flagged tanker carrying some 700,000 barrels of Russian oil arrived in the anchorage area of the Cuban port of Matanzas at daybreak Tuesday, according to a Reuters witness.
Kuwait Tanker Al‑Salmi Hit Amid US‑Israeli‑Iran Tensions
Damage to the Kuwait-flagged Al-Salmi crude oil tanker, following a reported strike, amid the U.S.-Israeli conflict with Iran, March 31, 2026. Kuwait Petroleum Corporation/Handout https://t.co/sHvufs2F66
Trump Unaware Gas Prices Have Surpassed $4 Per Gallon
I wonder if Trump will ever find out that gas prices crossed $4.00 a gallon https://t.co/BZjCIh8l7U
Ukraine Drone Strike Shows New Threat to Russian Oil Exports
The global energy trade has been taking hit after hit, and things might be getting worse. Ukraine launched a large drone attack on oil export facilities in the Baltic, proving they can disrupt Russian exports. Full Newsletter: https://t.co/Tp92ahyVzj https://t.co/Zk1DX6pw9v
Iran Attacks Ship, POTUS Okays Operation Wind‑down; Oil Steady
Iran struck a ship with Kuwaiti oil in a Dubai port and press reports POTUS told aides can consider winding down operation without securing Strait of Hormuz. Oil remains firm. Mkts uncertain. Large euro options at $1.15 expire today...
California Gas and Diesel Prices Far Outpace National Average
US gasoline hit $4/gallon according to latest AAA survey but in California, it's $5.89 for gasoline and $7.46 for diesel. https://t.co/bqPOGeuC3B
Energy Markets Face Months of Disruption Despite Conflict Resolution
heated debate on our weekly analysts' call today. If the conflict ends but we still face months of physical disruption to energy markets - is anyone still going to care?
Texas Town Swamped by Wind‑turbine Blades, Sparking Local‑recycler Clash
Thousands of wind-turbine blades have piled up in a small Texas town. It's spurred a battle between angry locals and a recycler who got in over his head https://t.co/AuxCEWC3Ab
Heathrow Faces Europe's Biggest Jet‑fuel Shortage Risk
Excl: Britain’s hub London Heathrow is the *highest-risk* major airport in Europe for jet fuel from April 🚨 as US-Israel war on Iran continues - Heathrow, with 1,300 flights daily, will struggle ‘the most, & the earliest’ with jet fuel as...
IEA Hosts IRENA DG to Discuss Global Energy Future
Pleasure to receive @IRENA Director General @flacamera at the @IEA HQ to discuss developments in the global energy sector & the longer-term prospects for different energy technologies I expressed my solidarity with IRENA staff in Abu Dhabi affected by the current...
Geopolitical Strikes Push Global Gas Prices Higher
Gas at the pump just hit $4/gallon. US stepped up attacks on Iran hitting missile depots. Unclear if this will lead to more escalation or signals a peak. Ukraine hit Russian oil production facilities almost 1000km from its border which will...
US Gas Futures Drop Below $3, Boosting Clean Generation
U.S. GAS FUTURESprices for the front-month have slipped well below $3 per million British thermal units to encourage more gas-fired generation and reduce coal combustion. Inflation-adjusted front-month futures have averaged just $3.05 so far in March (21st percentile for all...
Vietnam LNG Project Pivots to Renewables Amid Price Surge
LNG DEMAND DESTRUCTION ALERT 🇻🇳🚨 A proposed Vietnam LNG power project is asking the government to switch to a renewables+battery plant, citing surging fuel prices linked to the Middle East conflict Vietnam was expected to be a high-growth LNG importer https://t.co/ac6gBNmCDr
Iran Sets Hormuz Toll, Bans US, Israeli Vessels
Iran’s parliament approved a formal toll and access regime for the Strait of Hormuz but bars vessels linked to the US, Israel and countries that have imposed unilateral sanctions on Iran from passage. https://t.co/c28zaLYYtE
China’s Electrification Shields It From Rising Oil Prices
China's electrification bet is paying off. Electricity now accounts for 30% of its energy consumption - around 50% higher than the US or Europe. With 1/3 of global renewable energy capacity already installed, China is structurally more insulated from rising oil...
Ukrainian Drones Hit Transneft Oil Loading at Ust‑Luga
MOSCOW, March 31 (Reuters) - Ukrainian drones on Tuesday struck crude oil loading facilities of Russian pipeline monopoly Transneft TRNF_p.MM at the Baltic port of Ust-Luga, three industry sources said.
European Gas Prices Dip, Still 75% Above Pre‑War
The European benchmark natural gas price (TTF) is today **lower** than four weeks ago. Yup: Lower. (And yes, TTF prices are still up >75% from pre-war levels, but around the same level as they were in Jan-Feb 2025)
US Gas Prices Top $4 Gallon, First Since 2022
CHART OF THE DAY: The US gasoline national average retail price has risen above $4 per gallon for the first time since 2022, per the @AAA_Travel. It's the kind of price level that typically has triggered political alarms inside the...