Asian LNG Buyers Turn to Coal Amid Shipment Cuts
"With a cutoff in shipments imminent, Asian countries, the biggest importers of liquefied natural gas from the Middle East, are already burning more coal and reducing consumption." https://t.co/U74LIL7DHC "the entire concept of L.N.G. being a reliable fuel is undermined," 😔 https://t.co/mYeNrKdiYC
Trump Threatens to Bomb Iran's Oil Infrastructure over Hormuz
Trump says U.S. will destroy Iran’s oil wells, Kharg Island without deal to ‘immediately’ reopen Hormuz Strait: CNBC
Trump Threatens to Destroy Iran's Oil and Water Infrastructure
I suppose that today wasn't an oil jawboning day. Instead, US President Trump just threatened Tehran with blowing up not just all its power stations, but also its oil wells, Kharg Island, and "possibly" all desalination water plants (Note: the...
Renewable Intermittency Solved; Gas Supply Shocks Devastate Markets
Everyone keeps talking about intermittency. Let me show you two kinds. Wind and solar output varies hourly. It follows weather patterns that we can forecast days in advance. It has a well-understood distribution. We have storage, interconnection, demand response, and decades...
Italy May Postpone Coal Plant Shutdowns Until 2038
Italy mulls delaying the closure of all its coal-fired power stations until 2038 (~15 years later than previously expected) https://t.co/qK3WeCnJoP
Unlock Grid Capacity by Boosting Utilization, Not Expansion
The most consequential debate in AI right might be about how we use the grid. Do we need to build it as fast as possible? Or just use it better? There’s a real split forming around this: utilization vs. expansion. A new report...
Our Responses Shape Crises, Not Just History Repeating
While history rhymes, what is different this time inevitably reflects what we did in response to the last crisis. Thank you @Spencerjakab for reminding the crowd that, no, oil futures didn't exist during the last gas crisis. They were a...
LNG Shortage Threatens Coal Decline, Nations Reopen Plants
The LNG supply crunch puts at risk forecasts that coal consumption will begin to fall this decade 🇩🇪 Germany is considering restarting mothballed coal-fired plants 🇯🇵 Japan will expand use of less efficient coal plants 🇰🇷 Korea may exit its own...
Jet Fuel Prices Double, Asian Markets Hit Hard
JET FUEL prices have more than doubled since the onset of the war between the United States, Israel and Iran. Jet fuel swaps in Singapore are trading at more than $200 per barrel up from just over $90 before the...
Strait Closure Will Trigger Oil Price Spike, Curb Consumption
“The world still hasn’t grasped the severity of the situation…If the strait stays closed, the world will have to significantly reduce its oil and gas consumption – but not before prices spike to a level that forces consumers and businesses...
Europe Faces Imminent Jet Fuel Shortage, Airlines Warned
Also - a serious jet fuel shortage is less than a week away across multiple different markets, including at some major European airport hubs - who are informing airlines to prepare for a potential ‘no-fuel available here’ scenario
Asia May Shift to Coal, Accelerate Renewables, Cut Gas
“If you’re sitting in Asia, going through this again, it’s possible you change your strategy long term — rely more on coal for longer, build out your renewables faster and reduce your exposure to natural gas.” https://www.bloomberg.com/news/articles/2026-03-29/iran-war-s-gas-supply-shock-pushes-top-consumers-back-to-coal
Governments Cut Energy Taxes, but Economics Suffer
Governments are now pulling the obvious lever that is right in front of them; cutting indirect taxes on energy as the oil price shock filters through strongly and immediately to consumer prices. The economics of this, meanwhile are suboptimal. 1/2
Missed the Biggest Monthly Energy Rally of the Era
You should have been Long of the biggest monthly move in Energy of the modern era https://t.co/4SzKlzwxb9
Strategic Win: Road Builder Expands Into High‑Growth Renewables
Significance: This is a "strategic win" for the company. While they are primarily known for roads and highways, this project marks their entry into high-growth renewable energy infrastructure, which typically commands better valuation multiples.
EU Nations Fear Rising Costs Will Strain Companies Further
Member states are worried that high costs will further burden companies that are being strained under high energy prices https://t.co/JDT1qqd1ur
Oil Spike Signals New Unpredictable Global Crisis
To me, the news cycle now resembles that of March 2020, where it feels like we're dealing with an unpredictable threat that will have immense global consequences. That's subjective, though the swing in oil prices provides a data point to back...
Flexible Generators Convert Motion Into Usable Energy
📰 🧪 James Tour Group in the News: Flexible generators turn movement into energy An article features the research of James Tour, the T.T. and W.F. Chao Chair […] https://t.co/p6fNfRrvpm
Historic Oil Supply Shock Marks One Month, Crisis Looms
The biggest oil supply shock in history has reached the one-month mark And the energy industry is warning that the crisis is only beginning 👇⚠️ https://t.co/AZ661hxNtt https://t.co/HF3YvOdLZx
GCC Seeks Alternatives as Hormuz Bottleneck Persists
Plenty of analysis of the Gulf's two bypass pipelines - but as Hormuz remains near-shut, what more can the GCC do to avoid the Strait and narrow? https://t.co/6EwDOmaObS @TheNationalNews
New Methodology Accelerates Fossil-to-Renewable Switch, Unlocks Finance
Really excited about the launch of a new methodology by @goldstandard and @SEforALLorg designed to accelerate the replacement of fossil fuel generators with #renewableenergy systems, opening a new source of finance for #cleanenergy transitions. https://t.co/UIti3uc9Ue
Oil's Calm Surge Ends: Volatility Looms Ahead
why oil price rises have been so orderly so far, and why that is about to change.. https://t.co/TAIdkwIkdQ
War‑Driven Oil Shortage Forces Demand Destruction
COLUMN: Five weeks into the Third Gulf War, the math of oil-barrel counting is intractable: The world is short of the black stuff. Enter demand destruction. @Opinion https://t.co/Y2DPUcHM8s
Trump Clears Russian Fuel Shipments to Cuba, Easing Blockade
JUST IN: Trump signals no issue with Russian tanker fuel for Cuba, effectively easing the oil blockade.
Reeves Calls on G7 to Accelerate Energy Supply
UK’s Reeves urges the G-7 to boost energy supply as Starmer meets businesses https://t.co/FZoCimQPVx via @tomelleryrees https://t.co/bB2AAptmJI
Trump, Iran Tensions Spike Oil Prices
JUST IN: Trump's Strait of Hormuz warning and Iran's counter-threats are making oil prices jumpy.
Goldman Sachs Lifts 2026 Brent Forecast to $85
JUST IN: Goldman Sachs now sees Brent crude averaging $85 a barrel in 2026, an $8 increase to their prior forecast.
Preparation, Not Price, Drives Oil Market Strategy
This was never just about price. While most focus on where oil is trading, the more important question is who prepared for this environment. Stockpiling, reserves, and long-term planning change how pressure is absorbed — and how decisions get made when systems...
Vietnam's Binh Son Seeks Russian Crude Oil Partnership
HANOI, March 30 (Reuters) - Vietnam's Binh Son Refining and Petrochemical https://t.co/OmrXDN2ZrA said on Monday that it is in talks with Russian partners to buy crude oil.
Trump Authorizes Russian Oil to Cuba, Ignoring Humanitarian Crisis
This is unreal: Trump just ‘granted permission’ for Russia to deliver oil to Cuba saying “Cuba is finished… whether or not they get a boat of oil…” Trump views 9.7 -11 million people as mere pawns subject to his rule and...
Europe Can't Rapidly Deliver Large‑scale Reliable Supply
I think most those projects are wishful thinking @acranberg But say they're valid. Europe lacks the ability to turn them into large-scale, reliable supply on the timelines and costs the current crisis & its aftermath demand.
Military Plans Overlook Political, Market Limits on Hormuz
Former CENTCOM commander says the US can & will open Hormuz I think he's taking the narrowest military view He ignores the force of politics, markets & insurers to limit Trump's options on time & risk. 👇 https://t.co/Fw6ibZ5qLW https://t.co/shLc2VcgAj
UK Tightens Energy Retailer Rules Amid Slowing Smart Meters
Stricter rules for energy retailers as UK smart meter deployment slows #energysky -- via pv magazine global: https://t.co/MYGdcwljBd https://t.co/gctjyz2sjF
Taiwan's Final Oil Shipment Sparks China Economic Gambit
Taiwan will be receiving its last shipment of Oil from the Strait of Hormuz in the next couple of days. Over under odds China will try to take advantage of their lack of fuel supply and Trump concentrating military power...
Seizing Kharg Slows Iran's Oil, Not Seizes It
Seizing Kharg doesn’t mean “taking Iran’s oil,” writes @SheDrills It means slowing Iran's exports. It will take an occupying land force to "take" Iran's oil.
East Asia Oil Flows Tenfold European by Early April
15 mmb/d of East Asia oil flows end April 1 1.5 mmb/d of European flows end April 10 https://t.co/TmYTgqnObS
20 Massive Oil Tankers Set to Transit Strait of Hormuz
Relax, everyone in Asia. 20 "big boats of oil" are about to pass through SoH.
Trump Says Oil to Cuba Okay, Despite Recent Tariff Threats
Trump just said that he has "no problem" if a country wants to send oil to #Cuba right now. May come as a BIG surprise to Mexico and a few other countries -- which were threated with tariffs just TWO months...
POTUS Shipping Alerts Lack Proof, Market Timing Suspicious
One should ask why is it every @potus announcement about shipping and the Strait of Hormuz coincide with the opening of the market. We have still seen no evidence of the 8 to 10 Pakistani tankers he reported last week that...
Trump Backs Seizing Iran's Kharg Island, Hints Prolonged US Presence
Trump tells the FT he likes the idea of seizing control of Iran’s Kharg Island. It could mean US troops have to remain there “for a while”. https://t.co/J48vWMuepX
US Exports Overall, yet Imports Crude Oil, Says Analyst
My latest with @davidlin_TV on US energy dependence: "If you include all energy products, the US is a net exporter. But if you look at crude oil, the US is a net oil IMPORTER. Forget that we are a net exporter of...
Trump Mulls Potential US Takeover of Kharg Island
Trump: "Maybe we take Kharg Island, maybe we don’t. We have a lot of options," He added, "It would also mean we had to be there [in Kharg Island] for a while."
Trump Flaunts Oil Seizure, Calls Critics Stupid
Trump: "To be honest with you, my favorite thing is to take the oil in Iran but some stupid people back in the US say: 'why are you doing that?' But they’re stupid people."
Zelensky Seeks Diesel Abroad as Drones Hit Russian Oil
Make it make sense. Zelensky tours the war-ravaged Middle Eastern countries over the weekend, anxious to secure Ukraine’s diesel supplies. In the latest stepped-up strikes on Russian oil ports, Ukrainian drones damage Ust-Luga.
Oil's Deflationary Slide Mirrors 2008 Market Misread
The market is wrong. The oil move is DEFLATIONARY. Just like it was in 2008.
Strait of Hormuz Closure Becomes Looming Global Catastrophe
My job is to entertain you most of the time, occasionally quell sensationalist headlines, and so forth. You know, the normal stuff. But each day the Strait of Hormuz remains closed is a growing global catastrophe that people are sleepwalking into. That’s the...
Iran Closing Hormuz: The Bigger Conspiracy Theory
⭕️Again, if you think what I’m saying is a conspiracy theory, then consider this: ♦️Believing that Iran closed the Strait of Hormuz is the far bigger conspiracy theory. ♦️Think about it. ♦️How on earth could Iran — after weeks of...
Entergy Urged to Disclose Records Amid $2B Savings Claim
Entergy should release detailed accounting records -- which are standard in utility rate cases -- if it wants to claim $2B in ratepayer savings. Entergy stock is up 7% since it announced the deal.
Refiners Shift to Brent as Dubai Benchmark Falters
JUST IN: Some oil refiners turn to Brent Oil as Dubai benchmark becomes increasingly unstable https://t.co/t3Ib44eX0I
Hormuz Closure’s Oil “Air Pocket” Hits Regions Sequentially
I’ve been describing the supply loss from the closure of the Strait of Hormuz as an “air pocket” moving through the normal flow of oil out of the Gulf Helpful map from JPM highlighting when that air pocket will “land” in...