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
EU fossil imports met 58% of energy demand in 2023 - near pre-crisis levels - leaving consumers exposed to price shocks. Far above China (24%) & India (37%); only Japan (84%) & S. Korea (80%) rely more on imports. Graph: @ember_energy https://t.co/SoEARgphGq
The global energy transition won’t scale without people. Newly qualified energy workers aren’t keeping pace with demand, and without a ~40% increase in trained entrants by 2030, the skills gap will widen fast. This is where #AI, digital skills, and reskilling become...
Drain America First U.S. natural gas exports rise toward 20 Bcf/d in 2027 #NaturalGas #EnergySecurity #ShaleGas #Permian #EnergyInfrastructure #SupplyConstraints #USGas https://t.co/rmLKJzpmpS
U.S. natural gas supply growth Is peaking @yagelski @websterdrake Permian is the only play that's growing Other shale gas plays are flat or declining & conventional gas is in terminal decline #NaturalGas #EnergySecurity #ShaleGas #Permian #EnergyInfrastructure #SupplyConstraints #USGas
Read your chart @yagelski It shows that the US is awash in natural gas DEMAND not supply Pipelines, storage & power-plant hookups lag demand, as they always do. This is an infrastructure problem, not a resource problem. #NaturalGas #EnergyInfrastructure #LNG #PowerMarkets #GridConstraints...
The oil “glut” exists in models, not in physical barrels, writes @MeesEnergy Backwardation holds, volatility stays calm, and the barrels everyone talks about don’t show up in stocks. Models say surplus. The market says otherwise. #OilMarkets #OPECplus #Backwardation #EnergySecurity #SupplyRisk #ChinaOil...
Wrapping up a packed day @MunSecConf discussing how central energy now is to geopolitical competition—from AI & critical minerals to supply chain & infrastructure security, gas geopolitics, European competitiveness, and climate risk. Energy wasn’t peripheral this year—it was core https://t.co/IccslVsucN
Solar sucks as a real power source even compared to wind. Wind is intermittent but at least blows some almost 24/7 so if you overbuild enough and add a lot of storage you get something resembling capacity. Solar disappears 1/2 the time...
This. Plus they also have an asset in all of the NGP project analysis, engineering, and design. They might well choose to monetize that asset rather than (or prior to) building the pipeline.
Roses are red, violets are blue. You can avoid a price collapse despite an oil glut if crude on water's rising, too. 💘 Happy Valentine's Day, oil watchers.
Tesla will get to a working robotaxi eventually, but it's difficult to say when. My 50th percentile is end of 2026, but the variance is high. It could be in a few months. It could be a few years. We'd...
Maximum Pressure 2: More max, more pressure, another round of threatening Chinese sanctioned oil imports. https://t.co/UNNBJOFLTx
Your reply is incoherent @RogerESowell TRUE. This chart shows that wind and solar never break even. Show data to support a contrary view or STFU. https://t.co/7Yn3h6sVvg
Brent futures price fell $0.30 from $68.05 to $67.75 week ending February 13 12-month spread suggests sideways price movement on Monday #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/hYd0O6d84E
Lots of conservation organizations want the US to balance rooftop with large scale. Most other countries in the world are closer to 50% rooftop/parking lot solar.
Show me the glut WTI 12-month spread narrowed $0.06 (2%) for the week ending February 13 6-month spread narrowed $0.11 (9%) Front-month price fell $0.66 (1%) from $63.55 to $62.89 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/1VHaA5PFZN
Shell base case assumes sustained 3.3% global growth GDP nearly doubles by 2050 #GlobalGDP #EconomicGrowth #EnergyScenarios #Shell #Macroeconomics #GrowthAssumptions #LongTermForecasts https://t.co/meXF1PuaVe
"Reducing reliance on fossil fuels looks like Europe’s best shot at saving its domestic manufacturing and stopping other governments from pushing it around." Outstanding article in The Wall Street Journal. https://t.co/XbYr95c2nK https://t.co/rUtmRPTUST
The sun’s radiation that reaches earth is useless as an energy source without technology to convert it to work @Tinyweenybear The technology requires materials to work that all need fossil fuels. Grid scale solar is uneconomic & not fit for 24/7...
Thanks @bmwfoundation for partnering w @ColumbiaUEnergy on such a substantive & productive session @MunSecConf on how to enhance critical mineral & energy supply chain security amid fragmenting geopolitics. Great insights from DOE’s @AlexFitzDC, @dan_brouillette & so many others. https://t.co/D1xRKHu7gO
Electricity Exceeds 50% of Final Energy Use by Mid-Century Shell is good about listing the obstacles to its preposterous assumptions And then finding reasons to ignore them @zeroinputag #Electricity #EnergyTransition #EnergySystems #GridConstraints #EnergyReality #MidCentury #Decarbonization
Canada calls it “future-proofing.” Markets may call it wishful thinking. $16.5B on carbon capture with long timelines, big execution risk, and shifting global politics Take that bet to a Las Vegas oddsmaker. https://t.co/hU4uGD0r4d #CarbonCapture #EnergyPolicy #Canada #OilSands #EnergySecurity #StrandedAssets #CapitalRisk
Enbridge won’t risk billions on a new Canadian oil pipeline Politics can change faster than steel gets laid. Capital remembers Northern Gateway The project was killed after hundreds of millions were sunk. https://t.co/Fd4PKMdjB5 #EnergyInfrastructure #Canada #Pipelines #RegulatoryRisk #EnergySecurity #CapitalDiscipline
CHART OF THE DAY: Among the world's top oil consumers, a curious trend. The 2nd largest consumption drop last year ocurred in Saudi Arabia, where demand fell ~60,000 b/d (only South Korea saw a larger drop). The reason? Gas is...
Pemex is back in the bond market after six years — and demand was strong. This doesn't signal confidence in Pemex. Buyers are really underwriting the Mexican state. https://t.co/YRGXmzi4aW #Pemex #Mexico #OilMarkets #EnergySecurity #SovereignRisk #DebtMarkets #EmergingMarkets
China is pulling more cheap oil from the Middle East. That leaves W. African oil struggling to find buyers until it gets cheap enough to move again, writes @JuneGoh_Sparta In this tight market, the Middle East has the upper hand. Sorry oil...
Shell imagines a future in which electricity is the dominant component of global energy. I assume that it is training elephants to fly. https://t.co/rAoZ1exs8H #EnergySecurity #Electrification #SystemicRisk #Geopolitics #EnergyReality #Infrastructure #CapitalConstraints #EnergyTransition #CriticalMaterials #GridLimits
OPEC+ may restart April hikes to catch peak summer and regain share as sanctions bite Russia/Iran. https://t.co/cILwlUi7h2 #OPECplus #Oil #IEA #SaudiArabia #UAE #Iran #Russia
Global EV sales hampered by China, US slowdown in January "Global EV registrations, a proxy for sales, fell by 3% year-on-year to almost 1.2 million units in January, according to the data, which includes battery-electric and plug-in hybrid cars. They were down...
Enbridge a no on appetite to build proposed bitumen pipeline to Canada’s west coast “I don’t think investors or the infrastructure companies should be taking on the risk of development in jurisdictions that have historically created a challenge” Still some N Gateway...
🚦From a pure fundamentals perspective, there's simply no bullish driver in sight capable of pushing oil prices into the high $70s—or higher—in 2026. ⚽️Betting your capital on a major war with Iran or any similar geopolitical shock to spike prices isn't...
Energy security is high on the @MunSecConf agenda. I’ve been discussing how the toolkit to deliver it must evolve—amid a fragmenting global order, the need to accelerate the clean transition, and a far deeper level of European distrust toward the...
The real question isn’t, “How do we build more power plants?” It’s “How do we add power system capacity — fast?” That’s a fundamentally different problem. And it leads to a different answer: load flexibility — especially distributed batteries — aggregated into...
Kuwait's production capacity was ahead of the UAE's in 2010. Now it is 3.2 Mbpd versus 4.85 Mbpd Budget break-even is $90.5 per bbl and oil is 83% of the budget https://t.co/1si82Sc7pF
“But what about China?” is a common excuse people use to reject climate action. Here’s what's actually happening: * As the U.S. expands fossil fuels and blocks new wind & solar, its emissions are edging up. Meanwhile, China’s emissions seem to have...
🛢️ OIL CONTEXT WEEKLY 🛢️ 📈📉Crude prices rise on Hormuz advisory before falling back on the prospect of longer US-Iran talks, with headlines dotted with a flurry of US sanctions relief on Venezuela’s oil sector. Summary below, link to full report in...
“The intent is to protect ratepayers. But the second-order consequences of forcing data centers off-grid are far worse than the problem the bill is trying to solve. Off-grid mandates will hurt everyday ratepayers, constrain American infrastructure buildout, and drive up the...
This is actually the best way to describe the difference between GL 49 and GL 50 (the two Venezuela-related General Licenses issued by OFAC today)
If you were buying more Energy Exposure via $XOP $OIH into a red close 24 hours ago, professionally done
Can't help but notice who ISN'T on this list of companies who just gained access to invest and operate in Venezuelan upstream. https://t.co/qrLcy4bd48
👀The Coalition for Green Capital (CGC) retained Checkmate Government Relations to lobby. Checkmate has deep ties to the Trump admin. CGC is among the groups that had billions of $ in Biden-era EPA grants frozen. The filing, to be clear,...
This is an interesting oil market transparency development. Argus "will assess three grades of Venezuelan crude oil, Merey, Hamaca and Boscan, for delivery to the U.S. Gulf coast, which Argus said is now the most likely destination for Venezuelan cargoes" https://t.co/RaKzvH53Rp
California grid electricity demand continues to decline despite 2.5 million EVs and lots of data centers in the state 2026 Demand on CAISO grid down 1.84% v '25; 1.22% v '24; and 2.27% v '23 Due to growth in behind-the-meter roof PV,...
Here's EPA's undoing of its 2009 Endangerment Finding wrt to vehicles. EPA's finding is based on a new reading of the Clean Air Act. EPA also finds that its vehicle emission standards do not and could not mitigate the climate risks...
Brent crude option skew—which many have been treating as a proxy of oil market Iran risk perception (see comp to June 2025)—continues to deflate. Down more than half from a week ago, with prices down ~$3/bbl from Wednesday high. Gives a sense...
Ohio lawmakers consider bill that would essentially ban solar and wind projects https://t.co/JJNzVHnE3G via @MotherJones
Singaporean light distillate (eg gasoline/naphtha) inventories are *very* high right now. (seasonal chart, million barrels) https://t.co/ZgYbX7ZU9F
Total cost for this transmission expansion plan is $12 billion. PJM provides 4 factors driving needs. I read 3 as "data centers." Here's PJM's precise wording --
Something scary for Friday the 13th. The planned 2026 CAPEX budgets for just 5 big tech firms in 2026 is larger than the average GLOBAL oil & gas capex between 2022-2025. 🤯🤯🤯🤯 https://t.co/WfwKC00YCY
FERC could meet the Department of Energy's demand to issue a proposed rule about interconnecting industrial computing facilities any day. But that day will not be next Thursday at FERC's televised meeting.
