Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Manila, Hanoi, and Putrajaya all seeking separate deals with Iran on energy access in the last few days …
WTI crude just absolutely sending it. The US crude benchmark is now at its highest level since that melt-up we got on the second Monday of the war. https://t.co/4hONtQf997
To @anasalhajji ‘s point, you’d be hard pressed to engineer a more perfect recipe for a major sustained spike in crude & products, with accompanying global recession and market crash, than what Trump’s crew has unleashed. The 12-D chess of...
Google, considered the leader in clean energy, eyes natural gas as AI power demand rises https://t.co/nY2HfdjLsq via @axios
Off grid data centers are more about “male energy” than about speed. An AI training load shape will burn straight through a turbine, so you have to develop an expensive integrated package with storage. And at that point just connect...
New Episode: For aviation, a “No Jet Fuel Left” reality is around the corner in several markets, as airlines try to outbid each other for the little Jet A-1 fuel remaining. 🛢️ Here’s what’s happening 👇🏽🎧 #OnAir (available on all...
Look at that backwardation...prompt spread (difference between the front-month oil futures contract and the subsequent contract) blowing out to records https://t.co/KBfkkpr9IC
With the apparent TACO yesterday, the administration is saying we will wind down our involvement in Iran without figuring out how to work through the disruption leading to $4+ gas prices in the USA? @EnergyEmpirePod https://t.co/N9KbLRP829
With Hormuz still disrupted, diesel is going to the highest bidder Europe will have to compete hard for every marginal barrel. https://t.co/76ycFBcrIj #Diesel #Europe #OilMarkets
OPEC researchers raise a very important point here. A major oversight in forecasts predicting a sharp drop in oil demand from rising EV adoption is the failure to account for the ongoing growth in internal combustion engine (ICE) vehicles. Ironically,...
NEW ANALYSIS: Plug-in solar panels could save a typical UK home £1,100 over their lifetime, after paying back the initial investment within 5 years By my colleague Ho Woo Nan https://t.co/i5ELgpMRk2
"While individual systems are small, their aggregate impact is becoming meaningful, both in terms of distributed generation and consumer engagement in the energy transition." I told @newscientist when asked what I made of plug-in solar or 'balcony solar' as the...
RM4 billion in subsidies sounds like protection. It is actually a countdown clock. Malaysia has spent more defending fuel prices in one month than most emergency budgets allocate for an entire quarter — and the conflict that triggered it has no...
Don't fall for the easy narrative that costly gas will mean more coal burn in Asia. Briefly in the short term maybe, but the long term trajectory toward renewables gets stronger. Look at the math behind the argument. 🎁🔗 https://www.bloomberg.com/opinion/articles/2026-04-01/iran-war-the-lng-shock-isn-t-driving-asia-back-to-coal
Hello @TankerTrackers Has "Sohar LNG" crossed the SoH? If yes, did it go through the Omani waters or the international lanes? Thank you.
Brent is up 8%.. It was in the RED but Trump moved it to the GREEN
If the U.S. leaves Hormuz to others, Iran wins, writes @citrinowicz It gives Iran permission to exact revenue from tolls & increase its regional power Another brilliant Trump idea. https://t.co/oo6TbGKBxQ
Problem is pipelines are much harder to defend, easier to rupture and cyberattack than ships unless you bury everything far underground which is exceedingly difficult.
French President Emmanuel Macron says it is "unrealistic" to think the Strait of Hormuz can be reopened through military means. "We must be able to reopen this strait because it’s strategic [...] but it can only be done in consultation with...
Taking Kharg Island or bombing powerplants takes Iran's oil off global markets for a long time. That spikes oil by a lot more and is what markets fear most. Better to do an embargo and take Iran's oil off the...
🇺🇸 President Trump just said the United States doesn't need oil from the Middle East
March EV numbers are in for some countries and they're a banger. Just wait for orders placed in March to come through in the 2nd quarter France (Tesla): +203.1% YoY Sweden (Tesla): +144.0% YoY Brazil: +92% YoY (Feb) Colombia: +82% YoY (Jan) Norway: 98% EV...
In today's Early Look: "Long Energy & Pump Puts" While the Tourist crowd was busy chasing $SPY and $QQQ to lower-highs yesterday, the fractal was telling a different story. That's why I opted to buy Oil/Energy and introduce what I'm calling...
Exclusive: Russian oil output cuts are unavoidable as drone attacks shrink exports, sources say https://t.co/5XWsLO71R7
The country acts as Europe’s battery, but it doesn’t have enough charge after below-normal snowfall. https://t.co/nyKjJBBsEB
Whipsawed once again: That is the state of the oil market and beyond as investors react to President Trump’s address to the nation regarding the Middle East War. (5-day WTI oil price chart below from CNBC.) #economy #markets #oil #MiddleEastWar @cnbc
Oil prices surge, WTI May at $108 now. This is the "cheap" oil (Brent is more expensive)
In the days after the Iran war started, Erica Downs and I wrote @ForeignPolicy about why despite large oil and imports through the strait, China could be a counterintuitive winner. This week’s @TheEconomist captures the dynamic well, far beyond...
Fuel prices for UK motorists rose by a record in March on Iran war https://t.co/61fdr9l4QE https://t.co/jkbJIwsFkN
More and more Asian countries are asking its citizens to save energy ⚠️⚠️ 🇰🇷 “I earnestly appeal to all citizens to actively participate in energy-saving movements in daily lives, such as taking public transportation and conserving electricity,” said South Korean President...
Lower EIA US oil forecast probably reflects demand destruction & weakened economic activity resulting from the Iran war @Peter_Strachan
Heading into the speech last night, our Signaling Process said Buy Pump Puts and Buy Oil #timestamped https://t.co/nyETDd8H3G
Ryan Sweet of @OxfordEconomics sees brent crude $113 a barrel on average for Q2, even with a potential near-term end to military action. "The military timeline differs from the economic one. The Strait of Hormuz is still effectively closed, &...
EU pays for French winemakers to turn unsold stock into ethanol https://t.co/SImmpzfV0x via @nayrazz https://t.co/ELGBhoWQfa
Yicai: "Leading Chinese manufacturers of solar modules have raised the prices of their products, as China is lifting the 9 percent rebates on the export value-added tax for photovoltaic products. However even as large manufacturers have raised prices, the market...
China imports the most oil via the Strait of Hormuz but is also one of the best placed to weather its closure. EVs are part of that story. Five years ago China targeted 20% of new vehicles in 2025. They...
PODCAST: Great to be back at "Odd Lots" with @tracyalloway and @TheStalwart. Lots to discuss linked to the US-Iran war: why oil prices will go much higher to destroy demand, but why expensive fertilizer doesn't mean a food crisis is coming. https://t.co/UoHIl2cOqk
Fuel prices FYI... 50% higher in Australia. Don't shoot the messenger - he drives a $TSLA https://t.co/j1j9ciCW0D
China was ready for an oil shock and now investors are reaping the rewards https://t.co/5KptlsOcOf
SINGAPORE, April 2 (Reuters) - Oil prices climbed more than $5 on Thursday, as President Donald Trump said the United States would keep up attacks on Iran without committing to a specific timeline to end the war, fanning investor...
Norway's driest winter in years is rippling through electricity markets, slashing hydropower exports to the UK and Germany and pushing Nordic prices higher. https://t.co/wBDNZWRUds
If it were just high oil prices, I’d agree with you @dsharma9 But it’s an economic heart attack The patient may not survive.
𝗧𝗵𝗲 𝗻𝗲𝘅𝘁 𝗔𝗜 𝗿𝗮𝗰𝗲 𝘄𝗼𝗻’𝘁 𝗯𝗲 𝘄𝗼𝗻 𝗶𝗻 𝗺𝗼𝗱𝗲𝗹𝘀. 𝗜𝘁 𝘄𝗶𝗹𝗹 𝗯𝗲 𝘄𝗼𝗻 𝗶𝗻 𝗺𝗲𝗴𝗮𝘄𝗮𝘁𝘁𝘀. And right now, one country is moving faster than everyone else. China is not just “going green.” It’s building scale most economies can’t match. What stands out to me is...
I said this on CNBC: We have nothing to show in Iran. If Hormuz stays closed, the economic cliff isn’t coming… …it’s already here LINK👇 https://t.co/qI2DWnHRoo #Oil #EnergyCrisis #Hormuz #Geopolitics https://t.co/2u6h1XKHmK
Trump will TRY to make Hormuz someone else's problem @CamachoCap64337 It won't work It was open. He acted. It's closed. No one will touch it.
U.S. intel says Iran isn’t looking for a deal Iran believes it’s winning—or at least not losing—and won’t negotiate on U.S. terms. This war is going to last longer than markets expect. https://t.co/u0K8omoeqU #Iran #Geopolitics #Oil #EnergyCrisis
Wow — look at that long green line of supertankers carrying Saudi oil from the Red Sea straight to Asia. https://t.co/T1XMsEvyI4
India’s new emissions-reduction plans offer significant investment opportunities in sectors related to grid upgrades and storage batteries, according to one of the country’s largest climate-focused funds https://t.co/JLBiDWCCaC
The world is facing a second energy crisis in less than five years. Is it better prepared this time? Investor Aurore Belfrage joins the Zero podcast to discuss. https://t.co/uXXBROJ3Z7
Brent is up $5.70 to $107 since Trump’s speech. The drop to $100 was a roll artifact from May to June, not a real easing. Now it’s pushing back toward the pre-roll $118 level. Trump didn’t change the market—he confirmed what it already...
