Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
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Every morning
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
#ITRK bought Aerial PV Inspection GmbH which uses Drones to inspect Solar Panels. No financial details given. ShareScope showing fwd p/e 17.7 falling to 16.2 and fwd Divvy 3.6% rising to 4%; classy business and decent yield now. I don't hold.
Forget climate change for the moment. One of the main reasons for supporting green energy is to reduce our reliance on gas for electricity generation. The Ukraine war has compromised access to Russian gas and this has had a massive...
South Korean Sinokor now controls 120 oil tankers When one buyer controls the tradable fleet, charterers panic-book, freight spikes, and shocks bleeds into physical oil prices and spreads. https://t.co/Z2GsMyfbtl #oil #tankers #VLCC #shipping #freight #supplychain #sanctions #geopolitics #markets #energy
During today’s nonstop rain, California’s “fight” against climate danger has featured mandated solar panels that produce no electricity and mandated paper bags that can’t carry groceries. “Fighting” climate via forced technological regression just makes us more vulnerable to it.
🧐This is nonsense hype from the Center for the Study of Democracy. Yet CNN did not bother to check the validity of their claims or ask other researchers. Here's why: 💥Many European countries, including France, buy LNG from Russia. 💥The US and...
Japan’s nuclear reactors continue to come back online. This is a major positive for consumers, businesses, and the environment, as it increases the supply of cheap energy, and reduces reliance on expensive imported fossil fuels. This dynamic should also support the...
I've been cranking numbers. Full year 2025, it looks like nuclear power just about kept its nose ahead of wind and solar. But in H2 2025, while wind didn't quite overtake nuclear, solar did. In 2026 nuclear will drop to...
Wow, the sun shined a lot in the middle of a day. I guess solar is reliable now... If @SEIA really believes in their product, they should join me in calling for an end to all solar subsidies and for requiring...
"A key plank of Norway’s Climate Action Plan 2021-2030 is the gradual raising of its carbon tax to USD 220 per tonne of CO2 by 2030." Norway has had a carbon tax since the 1990s. That seems to escape the...
🧵 Why Virginia’s SB 621 matters: getting more out of the grid we have already pay for 1/ SB 621, led by Senator Srinivasan, is a bill focused on one simple idea: we most certainly have to build more grid, but...
EV batteries are getting a second life as grid-scale energy storage that can create upwards additional 8 years of useful life. EV batteries are also being used to pair with previously solar-only projects. This second life is in addition to findings...
Appetite for new electric cars may be waning in the US. But demand for used ones is rising. “The buzz word for the year is ‘affordability’ for a really good reason,” said one analyst. https://www.bloomberg.com/news/articles/2026-02-14/booming-used-ev-sales-reveal-what-car-buyers-want
The best—only?—argument that Trump is bearish for oil prices is that OPEC+ wouldn't have hiked crude production as aggressively last year in a world in which Harris was sitting in the White House.
Heating is a larger global energy use than cooling. But the cooling burden falls disproportionately on the world's poor.
Last Week, This Morning with MC Breadner and Markham Hislop 1 Crypto-currency Meltdown 2 Geothermal is the Future of Electricity 3 Electrification Necessary for CDN Mining to Compete Against China 4 Canada Reaches Only 50% of Climate Target by 2030 https://youtu.be/WIdAWM6plT0
Can you spot these misconceptions around wind power? Take our quiz @washingtonpost https://www.washingtonpost.com/opinions/interactive/2026/wind-power-renewables-us-energy-mix-quiz/ by Keith Moore
EU's climate policymaking continues. "Governments will be required to ensure that 25% of steel used under public procurement and subsidy programs is low-carbon. The bloc will apply similar rules for aluminum and cement." https://www.bloomberg.com/news/articles/2026-02-16/eu-will-pitch-green-steel-as-key-pillar-of-industrial-revival
Clean cooking is a key climate solution. A company that raised $300 million and was reliant on carbon offset sales for its business model to work has gone bust. Lots of lessons for developing countries and offset sellers. https://www.bloomberg.com/news/articles/2026-02-16/clean-cooking-company-s-collapse-touches-world-bank-and-beyond
AOC to Shell: “I’m willing to hold you accountable for lying about climate change for 30 years when you secretly knew the entire time that fossil fuels emissions would destroy our planet.” Is this the destruction she is talking about? https://t.co/ep3Xep3YHE
Why @IEA and @OPECSecretariat are split on what comes next for oil - and what it means for strategy this year https://t.co/FUAD5TlcG4 @TheNationalNews
Oil investors bullish on proliferating supply threats Investors are increasingly bullish about the outlook for oil prices as potential risks to production and tanker traffic multiply - including threats of U.S. military action against Iran and stricter sanctions enforcement. Hedge funds and...
AI applications have the capacity to revolutionise the way we produce & consume energy Today AI is helping power utilities optimise operations like equipment maintenance & replacements, as well improving fault prevention & detection More 👉 https://t.co/j1qWzqgCEL @IEA #AI #IoT #5G #MWC26
In #Zambia, @SEforALLorg in partnership with @RockefellerFdn, @EnergyAlliance and🇿🇲 are implementing a first-of-its-kind initiative in #Africa to boost productive energy access, driving electrification through distributed #renewableenergy investments. 🔗https://t.co/J4ZNT0mD8X https://t.co/jlCFsPaQAp
Morgan Stanley predicts a 100GW power surge in Asia from AI & data centers, by 2030 - with electricity use from data centers expected to quadruple between now and 2030, a 23% annual growth rate If governments try to feed this...
“Brent drops to $60 if Iran tension fades,” says SEB’s Bjarne Schieldrop. Sure — until the next mini-shock. That’s the point: this isn’t anomaly anymore It’s the baseline. Oil trades on recurring tail risk at the margin. https://t.co/qqfYS0QUG9 #oil #Brent #OPEC #Iran #geopolitics...
U.S. GAS futures prices have retreated to the lowest for almost four months after spiking during Winter Storm Fern. Front-month futures have fallen back to just $3 per million British thermal units (the lowest since mid-October). The front month has...
We tend to think of batteries as the ones in our phones. But the real shift is happening at grid scale. Utility-scale “mega batteries” now have hundreds of millions of times the capacity of smartphone battery. Costs down ~40% since 2024 Capacity in...
COLUMN: In the oil market, the bears control the narrative — at least for now. (My summary after last week's International Energy Week, the oil trading industry's annual jamboree in London) @Opinion https://t.co/Y3OHEhD4k5
GAS MARKET: After a cold blast triggered sild price moves, US gas benchmark Henry Hub has fallen back below $3 per mBtu. Warmer temperatures and the irresistible supply force of the US shale revolution behind the pullback.
The @USArmy started a nuclear aviation program in 1946 and in the 1950s test flights were conducted with active nuclear reactors on board. https://t.co/Sxm4F60zEL
The “AI drives a gas buildout” narrative skips the only thing that matters: DELIVERABILITY @marthamuir25 Turbine lead times are years & interconnection queues are jammed, The grid can’t supply firm power on schedule. Megawatts in press releases aren’t megawatts to the...
Onshore LNG is becoming a security and politics nightmare. That’s why floating LNG is back: faster build, smaller upfront risk And you can park it offshore instead of betting $20B on land stability Lease-and-move models make gas exportable again. https://t.co/wMnwOPoyxv #LNG #FLNG #energy #naturalgas...
It's going to be hilarious when he learns anything about Norway. Taxes? National ownership of resource companies? EV policies? Saving rather than spending resource revenues? Which Norwegian counties are resource producing, and how much control do they have over...
Mexico's Sheinbaum is stopping oil flow to Cuba to dodge Trump’s tariff threat It risks backlash inside Morena’s pro-Cuba wing--her own party. https://t.co/A4rwOfLqHy #Mexico #Sheinbaum #Cuba #Morena #geopolitics #oil #sanctions #trade #tariffs #latam
California has to import US gasoline via Bahamas Refinery closures + no Gulf-to-CA pipelines + the Jones Act = a logistics tax https://t.co/3dGBI24oXI #gasoline #California #energy #refining #JonesAct #shipping #supplychain #oil #inflation #markets
Good climate news this week 1 China: Emissions have been flat or falling for nearly 2 years 2 China: Emissions fell in 2025 3 Global: IEA says world already passed peak coal in electricity sector 4 China: In January, EVs passed 50% of China’s...
This Is A Nuclear Reactor Packed Into A C-17 Globemaster III Micro nuclear reactors are being seen as a way to get critical bases off the grid, but they could also have a major impact on civilian energy production. Story: https://t.co/KrommLR43d
ENERGY CRISIS IN CUBA: Granma, the mouthpiece of the Cuban regime, says that electricity generation in the island is covering less than half the expected demand. The island is suffering the largest energy shortages since the collapse of the Soviet...
We constantly hear that EVs are the future of transportation. And yet, when Congress cut the IRA subsidies for EVs mid- last year, the demand for them fell dramatically. 🤔 https://t.co/Tji0vbvpat
Making Sense of the EPA Endangerment Finding Rule, by @RogerPielkeJr An excellent description of the rule, the basis for the rule, and the probable future. I appreciate Pielke's work. https://t.co/i2hp5Gjtel
U.S. natural gas 12-month spread widened $0.10 (10%) on lower prompt price April contract fell $0.13 (4%) from $3.23 to $3.10 week ending February 13 Front-month price decreased $0.18 (5%) from $3.42 to $3.24 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG
This is why electrification means more energy security: In 2024, ~81% of EU electricity came from locally sourced fuels (57% excluding nuclear). Just 19% relied on imported fossil fuels. Fossil fuels are mostly imported. Source @ember_energy https://t.co/vHX1LedgmM
In some African countries, less than a quarter of the population has access to basic electricity for even four hours a day. Meanwhile in the West, our designated experts tell us that "climate change" is a global emergency. If they bothered to...
Egypt expects electricity demand to increase by 7% this summer. That means strong demand for LNG imports. Egypt's LNG demand reached record high last year. 👇👇
I stopped counting but there are now close to 70 independent studies all coming to similar conclusion: “Hydrogen boilers […] remain economically unviable.” This is what this paper which I had not yet read found comparing a range of heating...
The natural gas party is over U.S. natural gas futures price fell $0.18 (5%) from $3.42 to $3.24 week ending February 6 My outlook suggests a modest floor Increase (~$0.25), not a rally forming #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas...
A decade ago, I wrote an essay @ForeignAffairs about rise of US LNG w subhead "The benign energy superpower." https://t.co/P9r14hfb11 This week @MunSecConf, the Q I got most was whether Europe can trust US LNG to be reliable. And privately, senior...
Your green cheerleading misses the power politics @dominictsz China’s solar and wind boom is built on COAL, backed by COAL, and financed by COAL. It’s the world’s LARGEST CARBON EMITTER — and it’s not chasing climate virtue, it’s chasing energy...
Speculative money is leaning back into oil as traders look for stability in a volatile world writes @Ole_S_Hansen Oil is becoming the preferred risk exposure in an otherwise uncertain macro landscape. Relative calm in crude contrasts with violent reversals in precious...
Energy is key to success in AI leadership. Thanks to @MunSecConf for partnering w @ColumbiaUEnergy to host such a diverse set of energy, political, nat’l security & tech leaders to discuss how to meet rising power needs, secure supply chains,...
