War’s Environmental Toll: Largest Oil Spill Since Conflict
Reuters reports the LARGEST oil spill since the US-Israeli war on Iran began, covering dozens of square kilometers near Kharg Island. Interesting that environmentalists rarely raise their voices to OPPOSE WAR — THE GREATEST ENEMY OF THE ENVIRONMENT. https://t.co/g3ud6XBwn6
Fortescue’s Green Grid Survives Transmission Failure Fossil‑Free
“I thought this was impossible:” Fortescue green grid rides through transmission failure with no fossil fuels #energysky -- via Renew Economy: https://t.co/dRPjzQ7ewr https://t.co/RMrrUXH7HJ
AfDB Funds Hydrogen Projects as Europe Receives 265 Offers
The Hydrogen Stream: AfDB backs projects, Europe logs 265 offers #energysky -- via pv magazine global: https://t.co/Wru5UAdl4o
Regulatory Reform Targets Nation's Largest Power Grid
Regulatory Reform Is Headed for the Nation’s Largest Grid #energysky -- via Heatmap News https://t.co/zkVwGhOkAr https://t.co/N9Lr2HgvaU
IPPs Finish 840 MWh Bulgaria BESS, SE Europe Advances
IPPs complete 840MWh of Bulgaria BESS, projects progress elsewhere in Southeast Europe #energysky -- via Energy Storage News: https://t.co/cg4HrYhojy
PBF Refinery Blast Highlights Hanke's Theory of Chaos
Today, a MASSIVE explosion and fire erupted at the PBF Energy Refinery in Chalmette, Louisiana. Just more confirmation of Hanke's Schoolboy Theory of History: It's just one damn thing after another. https://t.co/cowyczjfqM
Pentagon Permit Freeze Stalls Over 250 Onshore Wind Projects
250+ onshore wind projects stalled as Pentagon freezes permitting #energysky -- via Canary Media: https://t.co/PcBDgfsoTw
Canal Solar Boosts Power, Saves Water, Yet Costly
California canal solar projects could generate significant power and save water, though high costs and environmental uncertainties complicate large-scale deployment decisions https://t.co/Z2dl5p1luh
Federal Green Bank Backs Transmission Project to Cut Consumer Costs
Federal green bank backs contentious state transmission project, to “significantly lower costs to consumers” #energysky -- via Renew Economy: https://t.co/6u3iRtlggR https://t.co/kcsmKODevX
US Utility Commits to 4 GW Solar‑storage Expansion
Large US utility signs 4 GW solar, storage buildout deal #energysky -- via pv magazine global: https://t.co/JnO8Qlz56S
Top U.S. States Powered Primarily by Wind and Solar
We bet you can’t guess which states rely most on wind and solar power #energysky -- via Canary Media: https://t.co/iACzwCf6Fx
Energy Beats Tech YTD, But Momentum Fades Fast
Energy $XLE still beating Tech $XLK YTD... but those alligator jaws are snapping fast @Koyfincharts https://t.co/LUWxrNi5ax
Funding Restored for Solar Workforce Program Serving 50 Tribal Nations
Reactivate funds solar workforce program for 50 Tribal Nations members #energysky -- via Solar Power World: https://t.co/P16hJLbr9L
Asian Energy Policies Threaten Alberta Pipeline Plans
Alberta's Dead Pipeline Walking Asian "energy sovereignty" policies are about to gut Premier Danielle Smith's pipeline ambitions. #ableg #abpoli #bcpoli #cdnpoli https://markhamhislop.substack.com/p/albertas-dead-pipeline-walking
New Electrolyte Stabilizes High‑Voltage Sodium‑Ion Batteries
New electrolyte tech enables stable operation of high-voltage sodium-ion batteries #energysky -- via pv magazine usa: https://t.co/IvQBAb2YER
Kenya's New Data Center Threatens Half‑Country Power Outage
“To switch on that one data center, we would need to shut off power for half the country,” he said of the project. “That’s when I knew there was a problem.” https://www.semafor.com/article/05/06/2026/energy-shortfall-problem-scuppers-kenyas-1b-microsoft-data-center
Future LDES Tech Choices Unveiled at 2026 Summit
VIDEO – Energy Storage Summit 2026: what technology will be deployed for LDES? #energysky -- via Energy Storage News: https://t.co/KcVRYapJSP
Global Oil & Gas CAPEX Averages $575 Billion Annually (2022‑25)
For scale: The average annual GLOBAL oil & natural gas CAPEX for 2022-2025 was ~$575bn... https://t.co/esWldvX2SQ
Leadership Requires People, Purpose, and Systems Thinking
People, purpose and systems thinking: The leadership layer of the energy transition #energysky -- via pv magazine global: https://t.co/Nyj1axDFjK
Today's Gas Futures Mirror 2022 Peak, Pre‑war Levels
US gasoline (RBOB) futures curve today (white), the day before the Iran War kicked off (blue), and around the all-time highs of June 2022 (orange) https://t.co/v35dgEexze
US Gasoline Crack Spread Surges, Matching 2022 Levels
US gasoline crack spread (i.e., refining margin) continues to ratchet higher. WAY above the norm, currently tracking 2022's trajectory. https://t.co/h2HPzueo5V
Backlash Grows Over Trump’s Offshore Wind Cash Deal
Blowback Is Building Against Trump’s Cash-For-Quitting Offshore Wind Scheme #energysky -- via Heatmap News https://t.co/oAilqXhUD1 https://t.co/dDfZy5dHaM
How One Visionary Rescued Solar, Dismantled Coal
Energy Insiders Podcast: The man who saved solar and helped kill coal #energysky -- via Renew Economy: https://t.co/0YROasGtu8 https://t.co/Prja5yWI10
Analyzing Oil Market Shock After Hormuz Closure
With the closure of the Strait of Hormuz now into its 3rd month, I sat down for a wide-ranging discussion with @ProfGMarkets on the reverberations from the largest disruption in history of oil markets, and where we go from here....
Policy Playbook Guides Access to Distributed Energy Resources
Policy playbook shows how to tap into distributed energy resource solutions #energysky -- via pv magazine usa: https://t.co/hwxgfPU6Uh https://t.co/BnmAHEg7wF
Canada Must Act Now to Become Future Energy Exporter
Pleasure to join Canada’s Public Policy Forum to discuss 🇨🇦's energy outlook and the key steps it needs to take to reach its full potential as a major energy exporter of tomorrow https://t.co/UvjJpG7iZI
Dynamic Real‑Time Prices Align Millions of Devices Privately
Today on Volts: how do you coordinate the behavior of millions of distributed energy devices so that they work to the benefit of the larger grid? My guest today argues that real-time, dynamic retail prices -- communicated directly to devices...
Prices, Not VPPs, Best for Distributed Energy Coordination
The case for using prices rather than VPPs to coordinate distributed energy #energysky -- via Volts/David Roberts: https://t.co/aL2FsDDYxR https://t.co/MbONccmkaS
Binhai Energy Shifts From 15GW Solar Plant to Batteries
Binhai Energy terminates 15GW ingot/cell manufacturing plant, redirects resources to battery sector #energysky -- via pv-tech: https://t.co/8fwXGeiuO4
Colorado Mandates Utility Acceptance of Balcony Solar
Colorado approves balcony solar, requires utilities to accept meter collars #energysky -- via Solar Power World: https://t.co/0dozhC7ITo
Backwardation Masks True Oil Price, Reflects Convenience Yield
Below we see the front contract for crude oil, as well as its 9-month forward (purple line). For WTI the spread is $109 vs $75. That’s called backwardation, and the lazy interpretation (of which I have been guilty) is that...
ReVision Installs 1.34 MW Solar on Former Landfill
ReVision to build 1.34-MW community solar array atop former landfill #energysky -- via Solar Power World: https://t.co/X1tmxqsNnM
India's Rooftop Solar Powers 14.4GW Installations in Q1
India’s rooftop solar drives PV installations to 14.4GW in Q1 2026 #energysky -- via pv-tech: https://t.co/PLOHGctxDc
Iran Seizes Its Own Crude Amid Booming Trade
When your Iranian oil trade is so hot that Iran seizes its own crude back. https://t.co/LSKsv5pbu8
Bangladesh Aims for 8.5 GW Solar Capacity by 2035
Bangladesh’s PV capacity to reach 8.5 GW by 2035, says GlobalData #energysky -- via pv magazine global: https://t.co/8cpEA2fbzV
Trump Family's Oil Futures Insider Trading Acts as Tax
The insider trading on oil futures by Trump family and friends is a tax on oil https://t.co/UKdAgqjksN
Oil Shock May Mirror 2022 Spike, Not Gulf War
Not to rain on this bullish parade, but there is a left tail lurking out there in the Strait of Hormuz. The more I learn about the mechanics of the energy market, the more concerned I am that what the...
SEG Solar to Launch 4GW US Plant Q3 2026
SEG Solar to open new US 4GW module assembly plant in Q3 2026 #energysky -- via pv-tech: https://t.co/QrJjTm3VT6
Sweden Scraps Denmark Power Link over EU Funding Dispute
JUST IN: Sweden cancels plans for a power cable to Denmark due to a dispute over EU funding plan.
US Shoots Down Empty Iranian Oil Tankers
US has disabled another two Iranian unladen oil tankers, this time by firing into their smokestacks, thereby stopping them from crossing into the Persian Gulf. Two days ago, the US also disabled another empty Iranian oil tanker by firing into...
EU Allows Airlines US Jet Fuel Amid Hormuz Blockade
EU to say airlines can use US jet fuel amid Hormuz block https://t.co/ejV7yc5J0O via @E_Krukowska @AlbertoNardelli @JWittels @kate__duffy https://t.co/2oxjn1b2x3
Renewable Energy Beats Direct Air Capture on Cost
#RenewableEnergy is more cost effective than direct air capture at reducing carbon, study finds by Boston University @TechXplore_com Learn more: https://t.co/j3pkaIHXEA #Sustainability #CleanEnergy https://t.co/2SQZlVmWaD
Guindos: Hormuz Status Crucial for June ECB
ECB’s Guindos says the status of Hormuz will be key for the June meeting (at which point he will no longer be in office) https://t.co/mviPQJ2pQ4 via @MacarenaMunozM https://t.co/4oMA54Kjhz
UK Car Makers Exceed EV Targets, Over‑comply with ZEV Mandate
FACTCHECK: What the UK car industry is not saying about EV targets Despite all the "demand is falling short" narratives, they're actually smashing it! The industry has so far "over-complied" with the ZEV mandate – and it's on track for this year too https://t.co/4OejBC5C6G...
One Blade Push Supplies 25% of Victoria’s Power
One blade push = 25% of Victoria, Australia's power needs. Undoubtedly one of the most efficient mining operations worldwide… https://t.co/0YhqxyRvjB
Hormuz Tensions Threaten Supply Chains, Risk Demand Collapse
US, Iran Clash Near Hormuz as Response on Proposed Deal Awaited. The longer this goes on, the greater the global economic and supply chain disruption. What about the US? Is there a tipping point from supply shortage to demand destruction?...
Oil Backwardation May Signal Deeper, Lasting Market Stress
My sense has been that the market is interpreting the backwardated oil strip as a glass half full, concluding that the forward price of $75 is “right” and that the spot price of $109 is temporary. But what if it’s...
Physical Oil Spreads Collapse as Market Reverses
CHARTS OF THE DAY: Rightly or wrongly, the physical oil market has turned around (📉⤵️). Other physical datapoints (early May vs mid Apr): WTI is down to +$2.5 to Dated Brent from +$22 CPC is down to -$0.35 to Dated from +$7 Dalia (a...
Hormuz Disruption Fuels Inflation, Boosts Commodities Amid Stubborn Rates
Market seems to be missing the fact that things will not be "normal" in the Strait of Hormuz for a long, long time. Inflation is on the rise and I like commodities here. Pain trade is going to...
Iran Seizes Chinese Tanker Over Iranian Oil Loading
Anybody have Iran seizing Chinese tanker for loading Iranian oil on their Bingo card? https://t.co/nEod0PmPzB