Advansor Launches Scalable CO2 Heat Pump for Industrial Heating
Advansor unveils scalable CO2 heat pump for large-scale heating needs #energysky -- via pv magazine global: https://t.co/d7PjxOi9iC
Five Tankers Load, Dozens Still Queuing in Red
While 5 oil tankers are loading at Once in the two Saudi ports on the Red Sea, count the tankers that are waiting to load (In red)
US Attack on Iran Triggers Global Economic Collapse via Hormuz
Your post is incoherent @KMACKROB If you meant the US couldn't control Hormuz, then it should not have attacked Iran Now we have a global economic meltdown Every journalist and casual oil observer has known Hormuz is the heartbeat of the world...
Trump Biofuels Bailout Hikes Gas, Food Prices, Harms Environment
The Trump administration's new biofuels bailout means higher US gas and food prices and worse environmental outcomes. But at least farmers will get another $3-4B from the government. https://t.co/OCutylNA8t
Qatar LNG Disruption Pushes US Gas to Asia, yet Bottlenecked
The disruption of Qatari LNG will see an increased of US LNG to Asia. The limitations will be: 1️⃣US ability to ramp up exports 2️⃣Availability of ships to haul the longer ton-miles from the US to Asia vice Qatar 3️⃣The limitations of the Panama...
Arab Light Is Medium Sour, Not Brent‑compatible Light
💥Saudi Arab Light crude is not light; it is medium sour. Dubai/Oman crudes are medium sour. Brent is light sweet. Pricing Arab Light off Brent doesn’t make sense, whether geographically or quality-wise. https://t.co/AAkqiuh6HA
EU Commissioner Mulls Gas Price Cap Amid Shortages
As reported by the respected French newspaper Le Monde, EU Energy Commissioner Dan Jorgensen considers capping gas prices "a possibility" amid oil shortages. IT'S TIME FOR THE EU'S JORGENSEN TO GET REAL AND PULL OUT A PHOTO OF THE GAS LINES...
Net‑zero Dead, Investors Chosen over Climate Dreams
Net zero dies. No one shows up for the memorial service. Total prefers investors to dreams. https://t.co/6yQRT8PPz4
Audiobook Shows Climate Solutions Without Miracle Technologies
Audiobook for "Still No Miracles Needed" now available https://t.co/rFxZs6aOwN "This book describes how to solve the climate crisis, and at the same time eliminate air pollution & safely secure energy supplies for all-without using miracle technologies" https://t.co/irGIq6qRxE
Lofoten Hydrogen Ferry Project Fails to Meet Promises
An investigation by journalists with NRK in Norway and SVT in Sweden found that a multimillion-dollar, prestige ferry project in Lofoten, Norway relies on hydrogen fuel cell technology that "cannot live up to what it promises." https://t.co/2Sr1sxyPXw
Clean Tech Prices Plummet Amid Oil Market Turmoil
EVs, solar panels, induction stoves and heat pumps, now cheaper than ever, are becoming more attractive as the Middle East conflict upends oil and gas markets. Read more: https://t.co/m9ul9OaHES 📷️: Manuel Orbegozo/Bloomberg https://t.co/4kj5embYi4
Sun’s Power Is Constant; Our Orientation Causes Intermittency
I’m tired of this “solar energy is intermittent” nonsense. The sun has churned out free energy for billions of years every single moment. It’s YOUR direction that is intermittently facing the sun, not the sun intermittently shines free energy.
Edify Energy Secures 1.8 GW Solar‑Storage EPC Contracts
Edify Energy awards EPC contracts for 1.8 GW of solar and storage in Australia #energysky -- via pv magazine global: https://t.co/coNxxmUUsE
High Oil Prices Feel Justifiable, Low Prices Seem Foolish
TACO and $65 oil always seemed dumb to me but tapping out at $120+ oil on the other hand…
Higher Load, Lower Rates Through Modern Grid Utilization
Load growth is your friend. If utilities use modern grid tech to push utilization from ~45% to 70%, more customers don't mean higher rates — they mean lower ones. We have the tools. They've been piloted. Time to deploy them. @EnergyEmpirePod https://t.co/nweWGf0b9o
Middle East Conflict Fuels Oil Surge, Exposing Europe’s Fragility
Energy shock exposes Europe’s vulnerability as oil prices surge Linda Yueh explains how Middle East conflict is driving oil volatility and heightening risks https://t.co/j96NMGNF8A
Iran's Targeted Strike Leaves LNG Facility Repairable in Three Years
Very useful analysis of the damage to Ras Laffan LNG 1 - attack was well-targeted to damage critical components 2 - repair time of 4-5 years is pessimistic, more likely could be done in 3 years 3 - damage could have been a...
Oil Peaks Q3, Boosting Crypto and Stock Gains
Commodities trade like 2022 Midterm+War year Russia vs Ukraine then, US/Israel vs Iran now Based on this OIL should peak out at the start of Q3 which will give room for crypto and stocks to pump https://t.co/ZZTF5r2frM
U.S. Gas Prices Up 30%, Still Below $5
Not all oil prices are created equal. There's only one that matters: what Americans pay at the pump. That price is up 30% from before the war (bottom right). That's up, but - at $4 a gallon - we're nowhere...
War‑Driven Supply Shock Meets Fading Peak‑Demand, Fueling Post‑Conflict Boom
Gulf War III is far from over. Long-term impacts are très TBD. But it's noteworthy that, just prior to the outbreak, the consensus peak-demand narrative for oil and gas began to crumble. Folks started to realize we're short...
Russia’s Oil Earnings Surge Amid US‑Israel Iran Conflict
Russia’s oil revenue this month hit a 4-year HIGH. RUSSIA = THE BIG WINNER OF THE TRUMP-NETANYAHU WAR ON IRAN. https://t.co/nMT8IvrNZc
Quarter of Global LNG Supply Offline After Attacks, Cyclone
And just like that, a quarter of global LNG supply is offline 🚢 ⚠️ Hormuz/Iran attacks have disrupted deliveries from Qatar and UAE Cyclone temporarily knocks out plants in Western Australia (Nice graphic from IEA’s Greg Molnar) https://t.co/ymJmTrTZGx
Oil May Rally to $109 Before Confirming Top
$USOIL - As I've already stated I think it made a major top at 119.48 but the top will not be confirmed until there's a weekly close below 90. The weekly candle is bullish and indicates that it may rally...
Qatar's Largest LNG Plant Offline, Losing 1.5 Mt Weekly
Reminder that the world’s biggest LNG plant in Qatar — which is currently offline — has no alternative route to get the gas to market It is stuck. And every week it’s offline, the world loses 1.5 million tons of LNG
Distributed Solar, Not Oil, Guarantees Energy Security
There’s zero peace with a fossil fuel economy, even for the world’s most oil rich country. The U.S. is the world’s number one oil producer yet the U.S. has gone to war twice in less than 6 months over oil… Energy...
Assessing the Impact of Lower Petrol and Diesel Taxes
Petrol Diesel Excise Duty Reduce | Good or Bad? . . #stockmarket #ipo #stocks #usiran #trump
Drones Automate Cleaning on Large-Scale Solar Farm
#Drones Take Over Solar Panel Cleaning at Massive Solar Farm by @IntEngineering #EmergingTech #Technology #Innovation #Tech https://t.co/6EnlWrJra5
US Natgas Deficit Narrows, Spot Price Slides to $
U.S natural gas comparative fell 19 bcf to a deficit of 3 bcf week ending March 20 Spot price fell $0.08 to $3.11 as markets normalize Gulf War effects for US fundamentals #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/wucXOSeNAM
Energy Crisis Deepens Strain on Emerging Economies
Wonderful to catch up with @RaniaAlMashat in NYC to talk about the latest in today’s energy crisis, and particularly the painful ripple effects for emerging and developing economies. https://t.co/2BIKAy4nXD
Houthis Threaten Bab Al-Mandeb, Risking Saudi Pipeline Bypass
The Houthis of Yemen have entered the war, claiming the launch of a ballistic missile against Israel. The more important aspect of their involvement is whether they try to disrupt traffic in the Bab al-Mandeb Strait, effectively jeopardising Saudi efforts...
Saudi East-West Pipeline Hits Full 7 Million‑Barrel Capacity
Very early on the war I wrote about SaudiArabia’s crucial East-West oil pipeline (see 👇). Now, the conduit has reached its nameplate capacity of 7 million b/d, wit exports from the Saudi Red Sea coast to global markets >5 million...
Reliance and Samsung C&T Seal $3 Bn Green Ammonia Pact
Reliance Industries, Samsung C&T sign $3 billion green ammonia supply deal #energysky -- via pv magazine global: https://t.co/QhgLo7pNfi
Natural Gas Soars While Tech and Mag7 Falter
Ideas for that are Working 2026 FCG Natural Gas Equities: +40% Big Tech QQQ: -9% Mag7 MAGS: -16% Bloomberg https://t.co/Ojdx0GXDHM
Energy Shock Triggers Global Plastic Shortage
A plastic shortage is emerging. Asia makes ~60% of plastics & depends on Hormuz-linked oil & gas Less energy = less plastic Less plastic = broader shortages This is how an energy shock hits the real economy. #Oil #NatGas #Plastics #SupplyChains #EnergyCrisis
US LNG in High Demand After Qatar Plant Shutdown
Many such cases 🇺🇸 🚢 Asian and European LNG buyers are chasing the limited number of shipments still available from US suppliers after the world’s largest export plant in Qatar was shut Importers from Japan and Germany are among those in...
Houthis Threaten Cape Route, Exacerbating Energy Shortages
With Houthis entering the war, Cape of Good Hope may soon be the Cape of Only Hope. Countries already facing physical energy shortages are staring at even longer transport schedules, and higher costs. Some useful background from 2024 here: https://t.co/K1abD0tYoN.
Liquid Molecule Stores Sunlight, Releases Heat On Demand
Scientists “Bottle the Sun” With Revolutionary Liquid Battery 🔋 ☀️ https://t.co/OwRj1KreUq 💬 Solar energy has one persistent weakness: it disappears at sunset. Finding a reliable way to store that energy for later use remains one of the biggest obstacles to expanding renewable...
Germany Mulls Restarting Coal Plants to Curb Soaring Energy Prices
Germany will review whether to reactivate standby coal-fired power plants in an effort to reduce energy prices that have been elevated since the war in the Middle East https://t.co/xhEPnaeGOJ via @petrasorge https://t.co/v9EoTYKA9F
Fire at Russian Oil Depot Sends Smoke over 1,000 Km
Smoke from burning Russian oil storage facilities near Saint Petersburg has stretched for more than a thousand kilometers. https://t.co/TjyShJuAaH
Thailand Secures Safe Strait of Hormuz Passage for Tankers
Thailand has reached a deal with Iran to allow Thai tankers through the Strait of Hormuz. “An agreement has been reached to allow Thai oil tankers to transit safely through the Strait of Hormuz," Thai Prime Minister Anutin Charnvirakul said...
No Alternatives Exist: Oil Remains Unavoidable Reality
Hormuz oil "We don't have any alternatives at all, and we should not talk about alternatives," says @asasalhajii Any questions? No. Now, what should we talk about? #Oil #Energy #Reality #Geopolitics
Oil Price Ignores Geopolitics, 20% Supply Unchanged
No military operation or policy can replace 20% of global oil supply At some point, price stops listening to narratives, says @JasonBordoff End of discussion #Oil #EnergyMarkets #Hormuz #Geopolitics
Tokyo's New Reactor Cuts 1.1 M Tons LNG
Tokyo is able to turn to nuclear power to help reduce dependence on LNG 🇯🇵 ☢️ The No 6 reactor at Kashiwazaki Kariwa nuclear power plant just reached full power for the first time in over a decade That will replace...
Risk, Not Geography, Blocks Hormuz Opening Plans
Opening Hormuz is the objective but it's closed by risk, not geography. Rubio says the US isn't planning to open Hormuz So why are we even talking about a trap by Iran for something that isn't happening @DanielLDavis1? Even if the islands were...
Iran Conflict Sparks Urgent Clean‑energy Push
The Iran war is driving a clean energy wake-up call #energysky -- via Canary Media: https://t.co/McDHaoL6iQ
Supply Disruptions Reshape Oil, Gas Amid U.S.-Iran Tensions
PODCAST: What’s next for oil, natural gas and the U.S.-Iran war? A great pleasure to join a special edition of the #ColumbiaEnergyExchange podcast with host @JasonBordoff to discuss how supply disruptions are reverberating across the industry. 🎧Listen now: https://t.co/Nfa3nQ6UWm
War Boosts Russia, Iran, Texas Oil; U.S. Stumbles
It looks like the war's winners so far are Russia, Iran and Texas oil & gas exporters... Russia benefits from high prices, waived sanctions, and a distracted world. Iran benefits from high prices, waived sanctions, and the realization (by them and...
Oil Crises Predate Wars; 2026 Hormuz ≠ Ukraine Invasion
For thought leaders.. ♦️No one should compare the current 2026 Hormuz Crisis to Russia's 2022 invasion of Ukraine. These are apples and "orange bulldozers"! ♦️I challenge anyone to prove that the spectacular rise in oil prices in 2022 was...
High Prices May Accelerate Oil Demand Peak
Unlikely, IMHO. On pre-war path we were still 5+ years away from the likely global peak of oil consumption. But if the crisis extends high prices for years, and accelerates switching to electric transport, that will accelerate. Too soon to...
Brent to Rise $10‑15 Post‑Hormuz, If No Recession
♦️It’s important to remember where we stood in early February compared to now. ♦️Here’s why: 🔹Before the Hormuz crisis, the expectation was for Brent crude to remain range-bound in the $60s, with only occasional spikes. 🔹Once the dust settles — a couple...