Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Full house for our #IPWeek event with Alex Grant (Equinor) Daan Struyven (Goldman Sachs) Natasha Kaneva (JPMorgan) Frederic Lasserre (Gunvor) Greg Sharenow (Pimco) https://t.co/CHIdybIycH
Two major coal developments in the last 24 hours. 1. White House announcing purchases and support to revive the industry 2. Indonesia just ordered the world's largest nickel mine to sharply cut output. They are also looking to cut coal production by...
A great pleasure to return to gorgeous Holmenkollen to keynote the Oslo Energy Forum and see so many old friends. And wonderful to reconnect with Prime Minister @jonasgahrstore and EC Energy Director-General @JorgensenJuul https://t.co/OJOwKzWucr
"Between 2016 and mid-2023, 354 banks provided $429 billion to the 100 biggest steel producers, suggesting that finding capital isn’t the main challenge." https://www.bloomberg.com/news/articles/2026-02-11/banks-backing-green-steel-fund-false-solutions-report-says
“I think Greenland was a wake-up call. There is more talk [in Brussels] about replacing one dependency with another.” This is what I told the Wall Street Journal about Europe’s increasing dependence on US LNG following the end of Russian...
$USD is soft ahead of the delayed jobs report. Japanese markets were closed for a national holiday, but the dramatic short squeeze of $JPY continued. WTI is up ~2% as the US-Iran confrontation seems near a climax. ...
A new report shows that global electricity demand will increase at an average annual rate of 3.6% between 2026 and 2030. Emerging economies will account for nearly 80% of additional electricity consumption through 2030. More here: https://t.co/ZtTGSlWOMx https://t.co/dw82OPRKGw
CHINA’s winter has been relatively mild so far, limiting gas consumption and imports. Heating demand in the North China metro-region including Beijing, Tianjin and Hebei (home to 109 million people and accounting for 9% of GDP) has been about 2%...
A high-stakes meeting indeed. If Trump yields to Netanyahu's demand to push for a comprehensive deal covering Iran's ballistic missiles programme and support for regional proxies, possible outcomes: -- Drawn-out negotiations under the looming shadow of military action -- Higher chances of a...
Electrification is Necessary for Canadian Mining to Compete Against China Interview w/David Willick, VP & Regional Leader for Mining, Metals & Minerals, at @SchneiderNA. #cdnpoli https://youtu.be/t--zrQ0SVX8
Bad Bunny’s Super Bowl show had a big message about Puerto Rico’s grid @CanaryMediaInc https://t.co/8osbpJxESm
Forget Nuclear, Gas, Hydro. Geothermal is the Future of Electricity It's ready to scale and Canada is a global leader thanks to companies like Eavor Technologies. Also, advanced geothermal pairs very nicely with wind and solar. https://youtu.be/auWPh9R0H1Q
In 2020, I hired McKinsey to teach me about the global energy transition. I learned a lot, but it cost me more than $2M. After that experience, I decided to build my own internal research project at Social Capital called Learn...
“These plants increase air pollution, they increase global warming...they increase not only energy costs, but total social costs, and so there’s zero benefit — except to the people who are taking the subsidies" Louisiana bets big on ‘blue ammonia https://t.co/3Se0MmNpqO
Pleasure to meet with Türkiye's Minister of Energy & Natural Resources Alparslan Bayraktar @aBayraktar1 in Ankara We discussed a range of issues, including energy security, affordability, Türkiye’s energy priorities, #COP31 and the upcoming @IEA Ministerial in Paris next week https://t.co/rMjJ5G3L5n
Excellent meeting with Türkiye's Minister of Environment, Urbanisation & Climate Change and #COP31 President-Designate Murat Kurum @murat_kurum in Ankara We discussed the potential priorities for COP31, taking into account previous outcomes, & how @IEA can support 🇹🇷 & 🇦🇺 https://t.co/ixCm0tKJJ4
I surveyed over 100 people with decision making authority at @NARUC on whether a 100% off-grid natural gas anchored solutiosn could provide 99% uptime (not even 99.9999%). What percent of those experts were confident it was possible?
Delighted to meet with Vice President of Türkiye Cevdet Yılmaz @_cevdetyilmaz at the Presidential Palace in Ankara We discussed key developments in global energy markets, as well as the forthcoming #COP31 in Antalya and how @IEA can help ensure successful outcomes...
Are you a mini-grid developer? The Salone Off-Grid Renewable Energy Acceleration (SOGREA) Initiative is your opportunity to make a lasting impact. Through SOGREA we are inviting private sector companies to develop green mini-grids across #SierraLeone. 🔗https://t.co/L7hHvfJL6X https://t.co/cafaQjvFFC
Using hydrogen as a fuel to replace natural gas has been strongly promoted by vested interest groups. Many including myself raised serious concerns about scalability, cost and efficiency. The more time passes, the more it looks like those concerns were...
Solar and batteries are an amazing success story, but lets be a bit careful in getting ahead of ourselves on their near-term potential to decarbonize Chinese heavy industries like aluminum (which is heavily dependent on colocated coal plants). A great...
CA solar has similar reliability as US coal: 2025 avg capacity factor of all 21.58 GW* of solar on @California_ISO grid: 30.2% 2024 CF US coal: 42.6% https://t.co/hFwYGckUSR Coal not much more reliable than CA solar *=avg Dec '24 & Dec '25 nameplates Solar: 57,054 GWh/y
The energy transition is happening, faster than many realize. This week, I look at how clean energy is surging, where we can get it wrong, why silence on climate is spreading, and what we can do about it. Check out the...
Did you know air pollution is the top preventable cause of premature death and ill-health in the world today: killing nearly 10 million people per year? And about two-thirds of that air pollution comes from burning fossil fuels? From the...
