Asian Demand Drives Brent Above $115 per Barrel
JUST IN: Asian buyers are bidding up Brent Crude Oil, paying steep premiums as supply tightens Pushing global oil prices upwards of $115/ barrel https://t.co/kh3DZ9EpdH
Gas Shortages Cut Fertilizer Output, Threaten Food Security
“ALL fertilizer plants shut” in Bangladesh isn’t true. Most capacity is offline due to gas shortages—but not all. Still serious. Still a warning. Energy shortages don’t stay in energy. They hit food next. #EnergyCrisis #FoodSecurity
Oil Prices Surge to Target, Maintaining Brent Long Position
Oil going straight up to levels we were looking for - staying Long in Brent $BNO terms https://t.co/MJlPz9oFW6
German Startup Deploys 22 AI Workers for PV O&M
German startup offers team of 22 specialized AI workers for PV plant O&M operations #energysky -- via pv magazine global: https://t.co/ykrZDYlC4g https://t.co/3dqN4iX2da
Nicknames Define Life on Offshore Oil Rigs
On offshore oil rigs, almost everybody had a nickname. There was Tatter, because he puked up a plate of potatoes. Tiger, because he once caught an Exxon tank on fire. Stump, short, flat-top, and pushing 300 pounds. Big Country. Little Country....
US Clears Russian Oil for Cuba After Embassy Fuel Deal
Yes, US does PLAN to allow Cuba to receive this approaching Russian oil tanker. But it comes AFTER Cuban regime allowed for import of fuel for the US embassy, sources tell me. Important (until now unreported) action showing Havana playing ball, a...
Will Trump Trigger Another Crude Price Surge?
So, do we get another big Trump crude price jawbone tomorrow morning? And, if so, does it work again?
Small Brent Move Wipes Out $100 Profit
Just mentioned to my business partner (wife) that Brent opened at $16.25 Realized I’m now dropping the leading $100
US Gas Hits $4.10, Biggest 4‑week Jump in 30 Years
Gas prices in the US rose to $4.10 per gallon last week, their highest level since August 2022. The 33% increase over the last 4 weeks ($3.07/gallon to $4.10/gallon) is the biggest 4-week spike we've seen in the past 30 years....
UK’s Net Zero Push Undermines Energy Security, Sparks Pleas
State of this - UK pleading with its neighbours because we've undermined our energy security with Net Zero fanaticism...
Iran's Hormuz Toll Threatens US‑Israel War Strategy
A Hormuz toll run by Iran. Think of the logistics costs and impact. It could be considered a war failure by the US and Israel.
Switch to Fertilizer‑free Perennial Grasses for Higher Biomass
We could just... stop. This is such a waste of resources, land, and nitrogen. Even if we still wanted to use this land for fuel, we should be planting perennial grasses that require no fertilizer or irrigation and can yield...
Short‑term CH4 Impact Exceeds CO2: Rethink GWPs
Informative post on The Climate Brink by Zeke @hausfath.bsky.social on the differences between CO2 and CH4 in warming the climate and the scourge of GWPs and CO2e in evaluating climate policy. https://www.theclimatebrink.com/p/using-a-20-year-period-for-comparing
Analyst Warns Oil Crisis Could Trigger May Economic Collapse
Global economy could collapse by early May: Analyst issues stark warning over oil crisis https://t.co/HeVyeLGS3s
Huge Infrastructure Takes Decades, Crumbles in Days
Multi-billion dollar facilities that take decades to build have been damaged in days. @8eanmurray from @fuseenergy says the market hasn't caught up to that math yet. @bitsandbips @Steven_Ehrlich https://t.co/Ki3BewZpBV
Iran War Triggers Double‑digit Commodity Price Surges
Price increases since the start of the Iran war... Heating Oil: +77% European Natural Gas: +71% Brent Crude Oil: +58% WTI Crude Oil: +51% Urea: +48% Diesel: +44% Sulfur: +43% Gasoline: +42% Fertilizer: +29% Coal: +21% Palm Oil: +14% Iron Ore: +7% Rice: +7% US Natural Gas: +6%
Physical Oil Prices Set to Pull Paper Market Up
My latest with @davidlin_TV on physical vs. paper oil markets: "The physical markets are trading well above the paper market prices. Eventually, the paper market is going to be MUGGED BY REALITY, & the price of the paper market will be...
Oil Could Spike to $150, Ignoring Market Risks
Larry Fink: oil could hit $150/bbl — even AFTER a ceasefire — if Iran remains a threat. Brent is already at $112. The tail risk isn't priced. Equities are still trading like this ends cleanly. What does $150 oil do to inflation? To...
Poorest Nations Hit Hard by Iran‑War Energy Crisis
The world's poorest will bear the brunt of the energy crisis caused by the Iran War and the closure of the Strait of Hormuz.
Crude Prices and S&P 500 Diverge, Highlighting Current Macro Snapshot
the juxtaposition of crude prices (white, Brent) and the S&P 500 (blue) last week is a great snapshot of the current macro moment https://t.co/SUUMhbRJuY
2025‑26 Marks Oil Peak; Prolonged Disruption Likely Contracts Market
2025–26 likely marks the peak plateau for global oil @acidiclemon2 Everything depends on duration A quick resolution could trigger a price-driven rebound (low probability) Longer disruption==> contraction defines the years ahead (high probability) #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
US Officials Anticipate Oil Soaring to $200 per Barrel
“.. US government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented $200 a barrel.” @business https://t.co/jKbSZuzsl7 https://t.co/RvefSmh0vP
Robots Install 100 MW Solar, Automation Accelerates Renewable Build
Robotic solar installation is quickly becoming real. Planted, Maximo and others all deploying automated construction platforms. This Maximo machine just installed 100 MW of solar power https://t.co/M1NSKOSVMT
New Perovskite Solar Cell Achieves 26% Efficiency at High Temperatures
Scientits build high temperature-resistant perovskite solar cell with 26% efficiency #energysky -- via pv magazine global: https://t.co/BIcDoIvSat
Iran War Undermines Canada's 500% LNG Expansion Goal
Iran War Destroys Canada's LNG Assumptions Mark Carney, David Eby's goal of growing LNG production by 500% is likely dead in the water. #cdnpoli #bcpoli #cdnpoli https://markhamhislop.substack.com/p/iran-war-destroys-canadas-lng-assumptions
US Gas Prices Stay Low, Softening Energy Shock Impact
For the American economy, the key different between the current energy shock and previous ones is the (lack of) impact in US natural gas prices. That's crucial for industrial activity and electricity prices (and thus inflation). Far less reported than...
Geopolitical Chokepoints Threaten AI Data Center Power
What will Iran/Strait of Hormuz and the Houthis/Bab-El-Mandeb and the magic resolution do to the energy needed for all the AI data centers? https://t.co/knB0mXEbND
Energy Sector Rally: XLE Climbs Higher
$XLE - For the person living under a rock but has their twitter feed open. Energy is going up.... Follow along for more of my cutting edge insights.... https://t.co/HBD1aPInUX
Closing Hormuz: Strategic Disruption, Not Just Conflict
They were always going to close the Strait of Hormuz. This was never a side development. It was central to the strategy. Because the objective isn’t just confrontation — it’s disruption: energy flows, shipping routes, and the systems that rely on them. That changes the...
Forced Energy Shift Threatens Economic Collapse, Not Green Growth
Jeff currie says we're going to get the energy transition forced on us painfully This isn’t a shift to renewables. It's a shift to a painful economic contraction Less energy High prices Shortages No growth Economic collapse is one way to get to net zero https://t.co/BBsew8QVwP
Hormuz Shutdown Creates Unprecedented Oil Supply Shock
Lotta people love to play with Hormuz offset balance math—and boy, oh boy, the numbers I've seen bouncing around... But let's keep it dead simple and focus on pure output: There's now ~10 MMbpd of crude oil production shut-ins confirmed across the...
US Stalls Progress: Regulations, Not Tech, Hold Back Innovation
Why is it so damn hard to do big things in America? Australia has 40% rooftop solar. We have 6%. We can build beautiful homes in a factory for $300k delivered. Local regs block it. The technology isn't the problem. We are. https://t.co/IBSjsr4eDl
Oil Hits $99 Amid Tensions; Economy’s Resilience Tested
Oil spiked above $99 as Middle East tensions escalate. This week's jobs and confidence data will show if the economy can handle the shock or if cracks are starting to emerge. 🟢 Open https://t.co/muP4Yrt2q1
Europe’s Gas Prices Double US Levels Post‑Hormuz
Before the Battle for Hormuz, Europeans were paying about 3x more for nat gas than US consumers. Today, they are paying about 6x. Europe has to drill. Chart below is from my latest piece. https://t.co/pfIpV5UZy3
Rising Oil Prices Hurt Importers, Boost U.S. Exporter
"More expensive oil is bad for Europe, Japan and Korea, all big importers. It is actually a net benefit to the U.S., as an exporter and the world’s biggest producer." — The Wall Street Journal Russia and the Middle East also benefit.
India Targets 346 GWh Battery Storage by 2033
Indian industry body projects 346 GWh of BESS capacity by 2033 #energysky -- via pv magazine global: https://t.co/Obs4o92i3V
Retaliation on Gulf Energy Could Trigger Global Depression
If Israel/US attack Iranian oil fields and power plants, they are not going to sit back...they'll attack oil fields, desalinisation plants and power assets in the Gulf. Then, we'll get an economic depression.
2026 Gold and Crude Face Pump‑Then‑Dump Risk
2026 Pump-Then-Dump Risks in Both Gold and Crude - Gold's big green 2026 annual candle to its Jan. 29 high of $5,595 an ounce risks turning red by year-end -- particularly if the Strait of Hormuz is secured -- with...
Post‑2010 Oil Shocks Managed Better, Yet Jobs Lag
Post-2010 data oil shocks were handled better than pre-2010 oil shocks, but duration is key here at this stage, with job growth at the 21st-century lows https://t.co/FndShr2Oi6
Rising Diesel Prices Signal Delayed Inflation Surge
Diesel: $3.89 → $5.37/gal. Every truck. Every delivery. Every shelf. The inflation pipeline hasn't fully hit yet. Freight costs are the slow burn that shows up 60-90 days later. You haven't felt this yet. You will. $XLE $IYT https://t.co/OaV580UlNv
US Insulated From Global Gas Shocks After LNG Imports Surge
Correct. In the mid-2000s, FERC was full of applications to build LNG import terminals. In that world, global gas shocks like 2022 and today would cause US prices to spike, but today the U.S. is largely insulated.
Europe’s Real Breakthrough: Efficiency, Electrification, Cheap Energy, Secure Supply Chains
The real breakthrough we need isn’t fusion. Europe needs to do 4 things at once: - Use less material per unit of prosperity (Negabarrels) - Electrify everything possible - Overbuild cheap energy - Treat supply chains like national security
Kalshi Predicts WTI Oil Hitting $139 by Year‑end
How high will WTI oil get by the end of the year? @kalshi market says $139 https://t.co/d9FiMu2DQS https://t.co/2ac3ey45Us
Iran‑approved Ships Still Avoid Hormuz Despite Clearance
Even ships Iran says are “safe” won’t risk Hormuz. 2 Chinese ships turned back despite permission Permission isn’t safety. Risk still rules Hormuz. #Hormuz #Oil #Shipping #EnergyCrisis https://t.co/yEI8Ew9SQw
Power Costs Set to More Than Double Within Decade
Generac $GNRC investor day had some pretty frightening commentary on power costs and how it will impact consumer/business budgets Power costs are going to double, more than double in the next decade.
Swiss Railways Harness Sun, Power Trains with Trackside Solar
Switzerland Turns Railways into Power Plants with Solar Panels Along Train Tracks by @Khulood_Almani #Innovation #Sustainability #CleanEnergy #Technology https://t.co/BMR2AUbkUf
Australia's LNG Outage Slashes Exports, Leaves Market Bufferless
Australia LNG offline for weeks. Half its exports hit. This market has no buffer left. https://t.co/wV9mseaJW8 #LNG #EnergyCrisis #Oil #Geopolitics
Local Conflict Could Keep Brent Above $125 Longer
This is the advantage of having the conflict on your home turf and close targets. How does Brent not go above 125 and stay higher for longer if this escalates? https://t.co/gDEQNzeiGJ
Private Funds Beat Market Drops with Timely Energy Bets
Thanks to some well timed energy-transition bets, a number of private capital funds are managing to defy the latest wave of headline-grabbing markdowns. https://t.co/x1WnlEHo5F
Japan Redirects Naphtha Imports Amid Middle East Reliance
Japan is switching naphtha imports from the Middle East to other countries, says Prime Minister Takaichi 🇯🇵 ⛽️ Japan relies on the Mid East for >70% of naphtha imports, and has 20 days of stockpiles Shortages threaten supply of petrochemicals, plastics,...