11 Days of Delay Add 400M Barrels Lost
Time is irreversible damage Trump has kicked the can till April 6 11 more days of disruption = 120MM additional barrels shut in ==>cumulative losses ~400MM, notes @ericnuttall That’s how a “temporary” disruption becomes a lasting supply shock. #Oil #Hormuz #SupplyShock #EnergyCrisis #Inventories #OOTT #Geopolitics
Iran Targets New Chokepoints, Bab Al‑Mandeb Enters Play
Bab al-Mandeb is now in play Another chokepoint, another layer of disrupt Iran doesn’t need to win militarily. It just needs to expand the number of places it can break the system. https://t.co/k876kDiu36 #Hormuz #BabAlMandeb #Oil #Shipping #Geopolitics #EnergyCrisis #RedSea #Suez #Iran #OOTT
China's 3M Strategy Secures EV Battery Dominance
China's CATL owns over 38% of the global EV battery market, generating over $10 BILLION in PROFIT last year. China's DOMINANCE is built on decades of strategic investment in what I call the "3Ms": Mining, Metallurgy, & Materials Science. CHINA HOLDS ALL...
Rubio: Hormuz Could Reopen Tomorrow if Iran Stops Threats
I asked Sec. Rubio planeside if the Strait of Hormuz can be reopened without US boots on the ground. He said it's a Dept. of War question, but "It can be open tomorrow if #Iran stops threatening global shipping, which is...
Cyclone Cuts Australian LNG Output, Hits Global Supply
Another blow to the global LNG market 🚢🚨 🇦🇺 Three Australian LNG export plants (which provide ~8% of the world’s supply) have had output curbed by a cyclone ⚠️ Some offshore gas platforms were knocked offline by the big storm https://t.co/pnn7NiguUr
Labor Seeks Leader for National Solar Waste Recycling Pilot
Solar waste crisis: Federal Labor launches search for national recycling pilot administrator #energysky -- via Renew Economy: https://t.co/VlPMO7Efka https://t.co/pUk9PilFPa
Florida Powers up Massive Battery for 2026 Storage Surge
Another big battery prepares to power up as Sunshine state leads extraordinary charge to storage in 2026 #energysky -- via Renew Economy: https://t.co/sLd3GSZw1v https://t.co/btoUQLxZ7l
Bab‑El‑Mandeb Threatens Global Oil Supply Chain
The Strait. Bab-El-Mandeb. An almost shutdown. Threats. Oil. And the distillates and derivatives. The other products. Hell in a key upstream supply chain. And the E2E effects.
On‑site Batteries Speed Grid Connection for Data Centers
On-site batteries accelerate grid access for data center developers #energysky -- via pv magazine global: https://t.co/xWfxnCemm8 https://t.co/w7cuxythTS
Data Center Tariffs Push Utilities Toward Long-Term Commitments
If you want to understand how utilities are going to handle AI, you need to start with rate design. That’s where a lot of the real decisions are getting made. We just dug deep into 25 new data center tariffs across...
Iran Ships 1.5M Barrels Daily, Prices Surge
four weeks in, iran continues to export oil through the strait of hormuz. 1.5 million barrels a day, at significantly higher prices than before the war.
Oil Market Shows Growing Numbness to Political Hype
AND THE JAWBONE Crude "only" fell ~$4.50/bbl on the latest Trump post, which is less than 1/3 of the pullback he got on Monday, and the rout was reversed much more quickly. Oil market getting more numb to the nonsense. https://t.co/rgoe9w20zI
GBP Introduces Fencing Solutions for Solar and BESS Sites
Japanese firm GBP launches fencing for solar and BESS sites #energysky -- via pv magazine global: https://t.co/bIjD2bwcSZ https://t.co/zq79J8twto
Invest in Solar Today to Prevent Future Energy Shocks
Safe harboring solar projects now to avoid future energy shocks #energysky -- via Solar Power World: https://t.co/JYC4C9XGQF
Iran Oil Shock Could Lift U.S. Unemployment 20‑40 Bps
Oil shocks don’t just drive up inflation. They also increase unemployment. In the context of an already weak labor market, GS estimates the Iran oil shock will increase the unemployment rate by 20-40 basis points by the end of the year. Source:...
Portable Microreactor Delivers Power, Heat, and Clean Water
MARVEL: The Portable Microreactor Powering Electricity, Heat, and Clean Water by @tweetciiiim #Innovation #EmergingTech #TechForGood #Technology https://t.co/gcf8YkLij0
Modern Trucks Get More Miles per Wage Hour
The oil "shock" in retail diesel is nothing of the sort. A heavy-duty truck can drive 42.3 miles on the amount of diesel that can be purchased with this country's average hourly wage of $32. In 2008, an hour of...
Crude Oil Surges 20% Recently, 9% Daily Spike
Crude oil is up 20% in the last few weeks. Oil prices rose 9% in a single day.
Export Ban Cuts Gasoline, Spurs Diesel, Jet Fuel Surge
The US has been toying with the idea of a US oil export ban. This might briefly lower gasoline prices in the US, but it would drive up diesel and jet fuel costs and worsen the overall energy shock. ANOTHER HAIRBRAIN IDEA...
Thermochromic Bifacial PV Glazing Cuts Building Cooling Loads
Thermochromic bifacial PV glazing system for reducing building cooling loads #energysky -- via pv magazine global: https://t.co/lobwSFjhyK https://t.co/0gB6vjwsep
Miliband Urged to Support Shetland Gas for Five-Year Supply
Miliband urged to back Shetland gas fields that could fuel UK for five years https://t.co/Dpt7TDj4bW
Ukraine's Baltic Embargo Shows EU Missed 2022 Opportunity
While everyone is focused on an Iran oil embargo, Ukraine is embargoing Russian oil in the Baltic. If Iran can close the Strait with drones, then Ukraine can certainly shut down Russia's ports in the Baltic. If only the EU...
U.S. Gas Prices Plunge: Permian Negative
While the world panics about the loss of Qatari LNG, your reminder that nat gas prices in the Permian (Waha hub) had been negative for 35 consecutive trading days — and counting. And that Henry Hub is at ~$3 per...
Budderfly Secures $550M to Expand Energy-as-a-Service
Budderfly raises $550 million to scale its Energy-as-a-Service platform #energysky -- via pv magazine usa: https://t.co/mVu3KQ8ZPN
Stakeholders Question PJM Proposal’s Ability to Meet FERC Goals
Parties asked FERC to modify PJM's proposal for complying with December co-location order. Data centers and generation/storage developers say PJM's proposal doesn't meet FERC's objectives. Existing industrials warn it will raise their rates. IMM is skeptical of the whole thing.
Rio Tinto, Australia Pledge $2B for Renewable‑powered Boyne Smelter
Storage-firmed renewables: Rio Tinto and Australian governments commit AU$2 billion to future-proof Boyne smelter #energysky -- via Energy Storage News: https://t.co/FjGb9Wzr6q
War Prolongs Oil Price Surge Despite SPR Release
With Brent crude around $109, following the decision to release 400 million barrels from the SPR, along with waivers for Russian, Iranian, and Venezuelan oil entering the market, the path is clear: The longer the war drags on, the higher...
US Wafer Origin Rules Threaten Solar Content Bonus
US wafer origin rules put solar domestic content bonus at risk #energysky -- via pv magazine global: https://t.co/PWrWOkSYsc
Global Energy Crisis Already Unfolding, Oil Supply Irrelevant
True-ish but also not relevant. We've already sent the world into a global energy crisis. That's going to catch up to us regardless of how little oil we get from the Persian Gulf
Nepal's EV Sales Soar to 75% as ICE Imports Crash
Nepal's EV revolution in one chart. In 2019, EVs were 1% of new car sales. By 2024: 75%+ While ICE imports collapsed from 10,000+ to ~3,500 units, EV imports surged to nearly 12,000. https://t.co/kzReqJZt2l
FERC Chair Urges Tech Firms to Power AI Data Centers
The @FERC chairman publicly prodded tech companies on Thursday to engage more as they race to power a massive buildout of AI data centers. https://t.co/S9mmfJEQsk via @axios https://t.co/BIishr9Acl
Cuba's Renewable Push Stymied by U.S. Sanctions
I don’t think people understand how much work Cuba is actually putting towards transitioning their grid to run on renewables. They don’t want to rely on their old thermoelectric system. But US sanctions force it upon them.
Unseen Risks Threaten Trump’s $1 B Total Deal
What We Don’t Know About Trump’s $1 Billion Deal With Total Could Kill It #energysky -- via Heatmap News https://t.co/MIPswbkLFC https://t.co/o5caPF7W1E
Venezuela's Oil Output Limited to 300k Bpd by 2026
My view in the @EpochTimes on Pres. Trump's move on Venezuelan oil: “VEN remains a wild card... its output gains will likely be modest [in 2026], ~300,000 barrels/day, due to deep structural damage in the soft & hard infrastructure of VEN’s...
Alaska LNG Doubtful; Accelerate Wind/Solar to Sustain Railbelt Gas
I don’t think the Alaska LNG facility is going to happen. We need to build the wind/solar projects quickly to extend the Railbelt gas supply.
Energy Crisis Duration Will Reshape the World Dramatically
I’ll go further @ericnuttall This is a world-changing event. Duration is the only important uncertainty. If the energy crisis ends in a few weeks, the world will never be the same in a serious way. If it lasts longer, the world will...
Fusion Plant Feasible by 2045 with Massive Effort
Fusion power plant possible by 2045 with massive effort, says science academy #energysky -- via Renew Economy: https://t.co/wmE6rq570P https://t.co/FjHhMUqKyq
Treasury Claims Ample Oil, IEA Taps Strategic Reserves
“The oil market is well-supplied” — US Treasury Secretary Scott Bessent. (… that’s quite a statement after the International Energy Agency had to make the largest ever use of his member’s strategic petroleum reserves…)
Japan's Oil Dependence Triggers Treasury Sales, Yield Spike
Japan imports 94% of its crude from the Middle East. 70% moves through the Strait of Hormuz. When oil spikes, Japan sells Treasuries to defend the yen. When Japan sells Treasuries, yields spike. When yields spike, everything breaks. Watch USD/JPY. $TLT $SPY https://t.co/8Vd43Ls5lB
Bloomberg Finds No Oil Tankers in Hormuz Despite Trump Claim
"Tanker tracking data compiled by Bloomberg shows no sign of the eight big boats full of oil that are going right up the middle of the Hormuz strait that President Trump just mentioned in his briefing." https://t.co/WnyafirUj0
Today's Middle East Turmoil Echoes 1990 Gulf War Recession
Why the current set-up reminds @LizAnnSonders of 1990 (Gulf War + recession): - conflict in Middle East & spike in oil prices - economic & market dislocations - concerns about credit linked to Private Equity Apple🔊https://t.co/2dDJ3eD1p7 Spotify📽️https://t.co/gSpDwqSJC9 https://t.co/hNb5bSJvUv
Grid Capacity Struggles Under Unexpectedly High Consumption
"Grid capacity is a big problem. We have a lot more consumption than we really ever envisioned." https://t.co/meE1SvxnF0
Trump to Unveil Farmer Aid, Likely Biofuel Quotas Friday
🇺🇸Trump said on Thursday that his administration will announce actions to help U.S. farmers on Friday. Further details are unavailable, though final biofuel blending quotas are the obvious market expectation. https://t.co/4wwLZa9AXf
Decision Looms: Toll Split or Boots on Ground
Seems like the choice is 1) Deal that includes a toll/revenue split on a Hormuz toll 2) Boots on the ground And we will know more by monday
Expert Tips for Hedging Energy Price Volatility
How do you hedge exposure to the volatility of energy prices? Sean Murray of @fuseenergy responds https://t.co/meE1SvxnF0
Ignored Damage Threatens Long‑Term Energy Supply, Costly Rebuilds
"There's a really severe long term effect on the supply of energy that people are not paying attention to. The facilities destroyed take very long to build and cost hundreds of millions of dollars. " https://t.co/9SSDq5hVSn
Gas Supply Disruptions Instantly Ripple Through Energy Markets
"When there are supply disruptions in gas, the impact is immediate in energy markets." https://t.co/9SSDq5hVSn
Ariston Debuts Propane Heat Pump Integrated with Solar PV
Ariston launches residential propane heat pump with built-in PV function #energysky -- via pv magazine global: https://t.co/Y3xAaEoyF6
Debunking the Myth of Global Natural Gas Prices
@Mrmbrown and I talk about the myth of global Natural gas prices in our latest podcast https://t.co/w3EnDXDlpv
Gas Prices Surge 32%, Hitting Stretched Consumers
Gas was $2.93/gallon a month ago. It's $3.88 now. That's a 32% jump. The consumer was already stretched. Now they're paying it at the pump. Inflation isn't just a Fed problem. It's a kitchen table problem. $SPY $XLE https://t.co/eyD0h4taV8