Panasonic Boosts Battery Production for AI-Driven Data Centers
Panasonic expands lithium-ion and supercapacitor production to meet future data center power needs, responding to AI infrastructure pressures worldwide. https://t.co/RLTyvQgQF4
Energy Markets Under Pressure: Supply Bottlenecks and Rising Costs
🌳Saudi Exports, Houthis, and the Bab el Mandeb Bottleneck 🌳Russia LNG Exports Set to Hit Record High Egypt’s Challenges: Typical of Every Developing Country 🌳Shipping Rates Are Up Again – Here’s Why King Coal: For How Long? 🌳EU Oil and Gas Pinch: The Never-Ending Crisis 🌳Cuba...
Oil Slumps,
Sure, it looks bad in Oil.. But we are pretty far from 2021/2022 in Nat Gas, food, electricity etc.. Still a world apart..
Middle East Jet Fuel Gap Nears Critical Threshold
Our coverage from last week on this approaching milestone for global aviation: The Middle East jet fuel air gap is about to reach the tap https://t.co/2s6NEPkGYA (via @theaircurrent)
National Labs Drive Multi‑Agency Solar Cybersecurity Standards
National laboratories lead multi-agency push for solar cybersecurity standards #energysky -- via pv magazine usa: https://t.co/2zCsruApti
Renewable Growth Drives Lower Electricity Prices, Not Higher
Just another reminder that, like worldwide, increases in WindWaterSolar in the U.S. correlate with lower, not higher, electricity prices. Please ignore all the spam claims that renewables increase prices. It is fossil fuels and nuclear that increase electricity prices. https://t.co/Lra772hw38
Hormuz Closure Wipes Out Qatar’s Oil and Product Exports
We've lost a LOT of Gulf crude oil production capacity to shut-ins following the closure of the Strait of Hormuz But we've also lost refined products, condensates, and natural gas liquids Here's Qatar, which normally exports ~1.5 MMbpd of which only 1/3...
GameChange Solar's Tracker Passes Earthquake Test
GameChange Solar successfully tests tracker for earthquake conditions #energysky -- via Solar Power World: https://t.co/nJTtzHJWlq
U.S. Converts Electricity to Economic Value Nearly Fourfold China
Simple. The US is nearly 4x as effective at getting economic value out of electricity as China is. Yes, it's noteworthy that China generates more electricity than the US. The US generates almost twice as much per capita, and uses...
BLUETTI Launches Fridge Storage; EV Battery Advances
New BLUETTI Fridge Storage System, EV Battery Innovation Updates — Top Stories of the Week - https://t.co/S6atDwZBC3
WTI Hits $100+ for First Time Since 2022
For the first time since the war started, WTI oil has settled above the $100-a-barrel threshold. It’s the first triple-digit settlement since 2022, when it closed above that level for >80 trading days. To match that, WTI would need to remain >$100...
Europe Urges Conservation as Germany Abandons Nuclear Power
Within 5 years, European politicians told people to shower with their neighbors and cut back on travel to prevent energy shortages. Meanwhile they completely shut down nuclear power generation in Germany. 🤷♂️ https://t.co/mdzc1YF8B0
Fusion Hype Far From Reality, Decades Away
Trump Media is pushing a fusion project Great Negative net energy that lasted a billionth of a second in one lab experiment Most wildly optimistic case is decades from any impact AI isn't holding its breath https://t.co/zUMGumTHcj #Energy #Fusion #Reality #EnergyCrisis
US LNG Plant Launches Amid Middle East Supply Crunch
New US LNG export project begins operations 🇺🇸🚢 The Golden Pass plant (a JV with Qatar & Exxon) just started LNG production at 1 of its 3 trains. First export expected from 2Q The world is scrambling for more US LNG as...
Natural Gas Spike Signals Crude Oil Slide to $50
US Natural Gas' 100% 1Q Pump-Then-Dump May Guide 2026 Crude Oil - The roughly 100% 1Q rise in the front US natural gas future, and reversal to minus 18% on March 27, may lead crude oil's way in 2026, as...
US Natural Gas Floor Shifts to $3, Not $2
Is $3 the New $2 Floor for US Natural Gas? The front US natural gas future hasn't ended a quarter below $3 per million BTUs since 2Q24. Is $3 replacing $2 as the new floor? The 2026-27 winter should be a...
Heating Oil Doubles Q1, Echoes 2008 Energy Crisis
Heating Oil, Distillate Surges and Price Peaks - Heating oil's 100% surge in 1Q may emphasize extreme stress and the potential for demand destruction that typically results when energy prices spike. On a weekly basis since 1986, the 4.5 ratio...
Reopening Hormuz Won’t End Gulf’s Kill Zone
All the middle east, geopolitics and energy experts keep talking about reopening the Strait of Hormuz as if that solves the problem. It doesn’t. The Strait is just the front door. The entire Persian Gulf is now a kill zone. 1/2 https://t.co/ZHp06lZzYS
Renewables Linked to Lower Prices; Fossil & Nuclear Drive Up
Of course this guy is spewing nonsense. More fossil fuels and nuclear both correlate with higher prices worldwide. Only wind-water-solar correlates with lower prices. https://t.co/288jwtUdqr
G‑7 Ready to Act for Energy Market Stability
G-7 says it is ready to take measures for energy market stability https://t.co/WMgvLHemmQ via @WHorobin https://t.co/KHRZnIXmWm
Utilities' Surge Stems From Defensive Leadership, Not Dividends
Utilities outperformance (XLU/SPY +10% in 3 months) isn’t about ‘dividends’. It’s about hiding. Defensive leadership is the market whispering, not yelling. https://t.co/03ODg2hzij
Rising Gas Prices May Revive Slumping EV Sales
In the latest Current Climate newsletter: ⛽Can surging gas prices reverse EV sales slump? 🛢️Why the world may be on the verge of a bigger oil shock than in 1973 ⚡Investor and gubernatorial candidate Tom Steyer’s plan to cut California's energy prices ...
China’s Renewable Power Surges Post‑2020
Great graph on changes in Chinese energy generation, show the sudden emergence of renewables since 2020. More charts and graphs featured on today's Chartbook Top Links in the comment below https://t.co/xN8TPUia9G
Battery Record Supplies 44% of CAISO Peak Demand
Batteries smash another peak discharge record, meeting 44% of CAISO peak demand at 7 PM on 3/29/26 with 12.3 GW And CAISO is just toying with us, because there are already 15.86 GW installed Gas still down 59.3% in '26 v '23 38...
Trump Allegedly Plotted Hormuz Closure to Boost Green Transition
trump actually really hates climate change and wanted the strait of hormuz to close all this time to raise energy prices and accelerate the green transition
Germany Warns EU Methane Rules Could Stall LNG Diversification
Germany warned the European Union’s rules to curb methane emissions from oil and gas imports risk impeding crucial LNG purchases just as the country seeks to diversify suppliers and cushion the Middle East war’s impact on energy prices https://t.co/qkRuwIBPvI
Iran War Triggers Global Energy Crisis and Price Shock
The Iran war is now a global energy crisis. With the Strait of Hormuz closed, Asia is scrambling for oil/LNG—driving price shocks and geopolitical shifts. I spoke with Abishur Prakash about what comes next. https://youtu.be/lyr9tnT_-yU #EnergyCrisis #IranWar #OilPrices #LNG
Big Tech Bets on Renewables, Batteries, Nuclear for AI
Big Tech Schools Big Energy on Powering AI The Silicon Valley bosses actually funding these projects want to hedge their bets with renewable energy, batteries and nuclear power. https://t.co/fXtxkX51rC
God Squad Weighs Oil‑gas Exemption, Bypassing Gulf Protections
The so-called “God Squad” is set to weigh an exemption that would allow oil and gas production in the Gulf of Mexico to sidestep environmental protections. https://t.co/dFbr95yEKt
China More Dependent on Liquid Fuels Than U.S.
China is less exposed to the energy shock than the US, writes @GoldmanSachs It mixes categories & gets the conclusions wrong @RnaudBertrand Electricity ≠ oil & gas Reserves ≠ supply Buffers ≠ independence This crisis is about liquids—and China is more dependent than...
Stop Oil without Vandalizing Van Gogh or Self‑immolation
Hey kids, it turns out you can stop oil without defacing a priceless Van Gogh and gluing yourself to the wall. https://t.co/D21DdfMxZB
Miliband
Delusional and deranged...🤦🤦 What a wally. Miliband classes foreign gas as clean power in pursuit of green target https://t.co/m4i3wW8B8F
BP Ditches EV Charging Lead Amid Oil‑Gas Pivot
BP loses head of EV charging as it accelerates pivot back to oil and gas https://t.co/HnwHdHYOGF via @ft
Commodities Now Trading Across Daily, Weekly, Monthly Timeframes
Pick your timeframe Copper, natural gas, and oil (Brent / WTI) markets are now trading across daily, weekly, and monthly Commodities have entered the chat ↓ https://t.co/dxPGVrURQL
Iran War Creates Unprecedented Oil Shortage, No Spare Capacity
The Iran war has disrupted a greater share of oil supplies than any previous shock. And this time, there is virtually no spare capacity available to make up the gap. @wsj
US Diesel Prices Soar Above $190 on Tight Margins
Brent Crude: $114/bbl US diesel crack spread (refining margin): $77/bbl US diesel wholesale market price > $190 per barrel
SMR Stocks Plunge 70%; Bulls Eye 2026 Turnaround
SMR stocks were the market darlings in 2025. Most of them are now 70%+ below their highs. Any bulls betting on a 2026 turnaround? $OKLO https://t.co/NvGy8ZfTGA
Energy Rally Signals Macro Stress, Not Rotation
Energy leadership is getting absurd: XLE/SPY up ~42% in 3 months. That’s not a ‘rotation’. That’s a macro stress signal wearing an equity costume. https://t.co/QVnWJHwVgi
Brent May Futures Expire, June Takes Over at $108
A reminder that the Brent May futures contract, currently trading ~$115 a barrel, expires tomorrow. From Wednesday, the front-month futures would be the Brent June contract, currently trading at ~$108 a barrel. Liquidity has already moved from May to...
Brent Bulls Trim Positions Amid Hints of Negotiations
Wartime Brent bulls only slightly deflected by talk about talks Investors trimmed bullish positions in Brent slightly early last week after the U.S. government paused plans to attack Iran’s electricity generation plants and announced it was making progress in negotiations to...
Investors Favor Nuclear Miners, Shun Capital‑Heavy Space Tech
ListingTrack Weekly Theme Recap (Week Ending 03/27/26) This week, Nuclear strength concentrated in uranium miners and integrated nuclear utilities, while SMR developers and safety/fuel‑tech names faced renewed selling. New Space, by contrast, traded lower overall: Satellogic delivered a standout move on...
Ukrainian Strikes Hit Two Major Russian Oil Ports
Add the very recent Ukrainian attacks on two major Russian oil ports to the mix.
Hormuz Strait Events Differ From Administration's Claims
What’s really going on in the straight of Hormuz is NOT what the admin is saying
Energy Price Surge Set to Push US CPI Above 3%
For most of the past three years, falling energy prices had been helping to push the US inflation rate (CPI) lower. But that tailwind will soon become a headwind, with prices of Oil and Gas spiking on a YoY basis. CPI...
Kharg Island's Role in US‑Iran Oil Tactics
Can the US "take the oil" from Iran? Does Kharg Island matter? And what can the GCC do about developing bypass pipelines? I discuss with @BeckyCNN @CNN
Oil Rises While Rate‑Hike
Oil up across the curve the past week and rate hike odds contracting in the back half of that oil rise feels ominous
Australia’s Fuel Crisis: Data Shows Massive Unpreparedness
Seven charts that reveal how unprepared Australia was for the fuel crisis | Australian economy | The Guardian https://t.co/KDhNheGNvo
Admin Delays Report to Mask Prolonged Military Operation
The administration is trying SO HARD to jawbone pries down so they can have more time for a military op they didn’t expect to take this long. Treasury Secretary is out there saying ships are moving through Hormuz but it’s only...
US Coast Guard Allows Russian Oil Tanker to Reach Cuba
Interesting development. "The United States Coast Guard is allowing a Russian tanker full of crude oil to reach Cuba, delivering a critical supply of energy to the island nation after months of an effective oil blockade by the Trump administration..." https://t.co/WTcPH6z6eD
New Iranian Regime, Yet Hormuz Remains Closed
So Iran is “defeated” (per Karoline Leavitt yesterday) with a “new and more reasonable regime” in charge…and yet Hormuz is still not open? 🤔 https://t.co/HQqiKfhcrY