State Seeks Partners for Synchronous Condenser Rollout
Big spinning machines: State seeks partners for syncon rollout at former coal hub #energysky -- via Renew Economy: https://t.co/nO8PRcHFIZ https://t.co/DHcb9ALaho
Japan Issues New Flexible Solar Installation Guidelines
Japan publishes new guidelines for flexible solar cell installations #energysky -- via pv magazine global: https://t.co/B8mwh85Uab
Pakistan's Solar Share Soars to 25% in Ten Years
Pakistan's solar revolution: from 0% to 25% in a decade. 2021: 4% 2022: 7% 2023: 10% 2024: 14% 2025: 25% Solar is now Pakistan's #1 electricity source. Not driven by policy — driven by consumers. https://t.co/2Ha6oSG2AR
US‑Canada Crude Surplus Fuels Dec26 WTI Spike
Growing US, Canada Crude and Fuel Surplus - When the December 2026 (Dec26) WTI crude future started trading in 2017, the US and Canada had a supply-demand deficit near 1 million barrels a day (MMb/d). Now it's a roughly 7 MMb/d...
AI Data Centers Target Solid‑State Transformers for Higher Power Density
AI data center developers eye solid-state transformers for AI power density #energysky -- via pv magazine usa: https://t.co/gY1HRF4Nf8 https://t.co/vqeJUFfjGs
Iran War Fuels Global Shift to Cheaper Electricity
The Iran War’s impact on energy prices is spurring people around the world to abandon fossil fuels in favor of cheaper electric alternatives. https://t.co/77Mhb5jb1i
Trump Boosts Clean Energy, Prompting Dip Buying
Trump tends to be good for clean energy $PBW stocks and we have our first "pullback against" the new rally here vs. dirty $XOP oil & gas energy stocks... who's buying the (relative) dip? https://t.co/inQkFxBlBE
Krugman Explains Economic Impact of Iran Oil Embargo
If you're interested in what an Iran oil embargo means, how it would work, how it would be enforced, how high oil prices might rise as a result, what would happen to Iran's economy, I discussed all this with @paulkrugman...
Home Battery Turns Bills Into Constant Credit
A home battery case study: From little interest in storage, to bills that are always in credit #energysky -- via Renew Economy: https://t.co/MmU5i5yshV https://t.co/mdqwzXJ6Xm
Global Fuel Crisis Shows Renewables Are Only Exit
Renewables are the only exit strategy: Day 27 update of the structural heart attack currently taking down the fossil fuel system ➡️India: PANIC. Long queues at petrol pumps nationwide, total dry-out risk up. 9 days of reserves left. Restaurants shut in...
North America’s Self‑sufficiency Fuels Massive Oil Profits
Goldman is onto something important here. This is not your grandfather’s oil crisis. It won’t be felt as a supply shock across the Atlantic because North America is a self-sufficient producer. It also means US and Canadian oil companies are about...
Oil Prices Near $100 Amid Overoptimistic Peace Hopes
Brent crude nearing $100. Citi's CIO says markets show "excessive optimism" on peace. Iran rejected the latest US proposal. 20% of global oil flows through the Strait of Hormuz. "Excessive optimism" is a polite way of saying: priced wrong. $OIL $XLE $SPY https://t.co/9YTglnhd8a
Brent Near $108, Awaiting White House Price‑Cut Signal
Brent is close to $108. Will we hear a statement from the White House today that brings back to low $90s? 😉
Oil Crisis Boosts Struggling Chinese EV Makers
The worst oil crisis in history comes at a good time for China’s troubled EV giants https://t.co/15HWchakCe
South Africa's Biggest Solar PV Project Secures Financing
South Africa’s largest PV project reaches financial close #energysky -- via pv magazine global: https://t.co/avNuEBA7IS
Break‑even WTI Price Needed to Cover Well Costs
What WTI oil price does your firm need to cover operating expenses for existing wells? @DallasFed via @macrolutzie https://t.co/5sVYLcuBRm
Middle East Crisis Highlights Urgent Need for Energy Resilience
💠The ongoing crisis in the Middle East and its ripple effects on global energy flows serve as a stark reminder of how deeply interconnected our energy systems are — and just how vital reliable, uninterrupted energy supplies are to global...
Brent Spot Tightness Near All‑Time High Amid Supply Fight
BRENT SPOT SO TIGHT Dated-to-Frontline (DFL) Brent crude oil timespread is currently sitting just shy of last week's all-time high, and if we closed here we'd finish at a fresh daily ATH. Signals extreme tightness in North Sea spot crude markets amidst...
Geopolitics Driving Coal Shift, Undermining Renewable Hopes
Green advocates think the Iran crisis accelerates the energy transition WRONG Japan's moving to coal. Energy blindness & ignorance of human behavior has been fatal for the renewable movement #EnergyCrisis #Oil #Coal #Renewables #Geopolitics #Hormuz #OOTT #EnergySecurity
Skipping Oil Embargo Prolonged Ukraine War, Says Analyst
Key mistake the West made after Putin's invasion of Ukraine was not to embargo Russian oil. The result is that - more than 4 years later - Russia is still waging war with appalling loss of life. A short, sharp...
War‑Driven Energy Prices Fuel Stagflation Amid 4.2% Inflation
The headline is 4.2 % US INFLATION The real story is STAGFLATION Longer war = higher energy prices Higher energy prices = inflation + weaker growth The only uncertainty is how long it lasts. #OECD #Oil #Inflation #Stagflation #EnergyCrisis #Macro #Geopolitics #Growth #oott...
RBOB Futures at $2.21 Forecast $3.15 Pump Price
March 2027 RBOB gasoline futures $2.21, implying $3.15 at the pump by the winter https://t.co/TkEv0pc6Zf
Ukrainian Drone Strikes Shut Russia’s Kirishinefteorgsintez Refinery
MOSCOW, March 26 (Reuters) - Russia's vast Kirishinefteorgsintez oil refinery, one of country's largest, halted processing on Thursday following Ukrainian drone attacks which set some plant's units ablaze, two industry sources said.
Europe May Abandon 2050 Net‑zero, Says German Minister
A few weeks ago, I published an @Opinion column arguing that net-zero by 2050 was, effectively, dead. At @CERAWeek in Houston this week, Germany's minister for energy and economy said Europe should allow itself to miss its mid-century net-zero goal....
Blockade Risks Spike Prices, Yet Market Already Priced In
Key pushback to a blockade is that it might spike oil prices. Iran's 2 million barrels per day could spike oil prices by 20% if they go offline, but - with Brent already up 60% from before the war -...
Oil Flows When Iran’s IRGC Gets Paid
A hedge fund client just asked me "what happens to allow flow of oil?" I answered, "The IRGC gets P A I D." It kind of rhymes. Like a rap. 👇 https://t.co/dpCtkPaSTd
Premarket VIX Spikes Far Beyond Oil Movement
Using premarket marks, this is Crude (USO) vs VIX. You can see the AM VIX move is high relative to the move in oil (red dot). Black dots are last 5 days. https://t.co/ZgBEOTzNOF
Delhi's Weak Plan Stalls 2035 Emissions Progress
Meager new emissions reduction plans from New Delhi limit the prospects of major progress through 2035 from the three biggest polluting nations https://t.co/H7X2IWuZRQ
Wind and Solar Power Remain Stable Amid Fossil Price Swings
"Electricity generated from wind and solar is largely insulated from fossil fuel price volatility – once built, the fuel is free." This is what I told @dharnanoor @guardian who published this article. https://t.co/JmVkEskvVq https://t.co/gP1IeOkWVK
Salvaged Tesla Battery Powers Ukrainian Lights Amid War
His totaled Tesla showed up on the app — charging in rural Ukraine, a year after the accident. Someone salvaged the battery. Now it's probably keeping the lights on during Russian blackouts. War repurposes everything. https://t.co/3W8ezKpCFR
Japan Temporarily Lifts Coal Limits Amid Middle East Tensions
🚨 JAPAN TO LIFT COAL POWER LIMITS FOR 1 YEAR Japan is temporarily easing restrictions on coal-fired power plants for the next 12 months. The emergency measure comes as a direct response to rising Middle East tensions and potential disruptions to energy...
Taiwan Spends $600M Extra as LNG Prices Double
Taiwan spent an extra $600 million to secure LNG through June to replace lost Qatari supply 🇹🇼 💰 Taiwan’s Economic Minister said spot LNG prices are “about twice as high as long-term contract prices with Qatar” The island depends more on gas...
Liddell Shifts From Coal to 500MW Battery by 2026
"The Resurrection of the Hunter: Liddell’s Transition from Coal Giant to Battery Powerhouse" The first 250 megawatt phase is currently being put through its paces, with the full 500 megawatt capacity expected to be commercially operational by June 2026. https://t.co/wi9ivAy4Ue
CTRI Poised for Comeback with 30% IRR Target
$CTRI is a broken spin-off staging a comeback - Parent $SWX fully exited; 80% supply overhang is gone - Pure-play exposure to grid load growth and gas infrastructure - DD organic growth + long roll-up runway - Implied 30% IRR with a target of...
India's 2025 CO2 Growth Slowest in 20 Years
NEW ANALYSIS: India's CO2 emissions in 2025 grew at slowest rate in more than two decades 🏭power CO2 down 3.8% ☀️record clean-energy growth 🚗oil demand only up 0.4% 🏗️steel/cement up 8/10% By CREA for CB https://t.co/PbsujsYFN9 https://t.co/GMaOhXfXzR
EVs Charge Cheaper than Petrol, Urging UK Renewable Push
as gas and oil prices surge, I managed to charge up two EVs yesterday for far less than 1 litre of petrol (gasoline) 🙃 I hope the UK government follows Portugal and Spain and invests heavily in renewable energy https://t.co/9xuUvHpp9C
Fuel Subsidies Breed Artificial Shortages, Warns President Nanggaw
ONE thing President @edmnangagwa understood very early in his presidency is that SUBSIDIES create ARTIFICIAL SHORTAGES. Countries with fuel subsidies are already experiencing MASSIVE SHORTAGES… https://t.co/bpI2xgOqg6
Analyst Admits Early‑year Oil Optimism Was Misplaced
oil companies up and mining stocks down. First time I have seen an analyst (PJ Invesco) admit hey we’re wrongly optimistic start of the year and many positions are locked in. Outlook hopeful and great point said- we are not as dependent...
Chile's Renewable Revolution: Wind & Solar Outpace Fossils
In just over a decade, Chile went from no utility-scale wind or solar to more electricity from these sources than from all fossil fuels combined. 2000: wind+solar 0%, fossil fuels 45% 2025: wind+solar 36%, fossil fuels 28% https://t.co/sL9Igdp0rP
Floating Solar‑Aquaculture Needs Ecological, Economic Longevity
Floating solar combined with aquaculture is an interesting idea. Using the same surface for energy generation and food production sounds efficient. Less land use. Lower evaporation. Potentially better panel performance. But the concept also raises questions that are often overlooked. What happens to the...
Iran's Hormuz Fee Push Spurs Focus on Malacca
Iran's bid to start charging a fee to vessels crossing the Strait of Hormuz (Tehran never ratified the UNCLOS despite signing it in 1982) is making other countries ensure they don't encounter such risks in other chokepoints -- the Straits...
Asia Braces for Looming Energy Crisis Across Multiple Nations
Asia are preparing for worst-case energy scenarios 🚨 🇰🇷 South Korea set up an emergency economic task force 🇮🇳 Modi warned India faced unprecedented challenges 🇵🇭 The Philippines said there is “imminent danger of a critically low energy supply” https://t.co/bCF6njaYxh
France Appoints Six Firms for PV Module Recycling
France selects six operators for PV module recycling capacity #energysky -- via pv magazine global: https://t.co/h4W6IZISaO
Robots Deploy 100 MW Solar on 1‑GW AES Project
Robots install 100 MW of solar panels on 1-GW AES project #energysky -- via Solar Power World: https://t.co/twW6hPg4bg
White House Predicts Lower Gas Prices via Trump’s Oil Push
"We're going to see prices at the pump go back down," says White House's Karoline Leavit Trump's prioritization of domestic oil production will to it, she says Just like Drill, Baby, Drill that never happened for the last 15 months? You don’t offset...
Gulf Crisis Could Cripple Energy Markets Until 2027
The FAT TAIL for the Persian Gulf crisis Prolonged energy disruption & economic dislocation THRU 2027, says @ProfessorKaren That assumes the conflict is resolved in April or May
Iraq's Oil Output Falls as Storage Fills, Exports Stall
Oil production in Iraq down again because storage tanks are filling up and the country can't export. https://t.co/tyEDWv8Trb
Panic Fuel Buying Reveals Fragile Systems Before Collapse
Australians are "panic buying" fuel This is a classic early-stage crisis dynamic People fear shortages → they hoard → Local outages appear → which reinforces fear THIS IS WHAT FRAGILITY LOOKS LIKE BEFORE FAILURE This will happen in your country next
Deal Won’t Quickly Restore Kuwait Oil Production
Even if a “deal” happens tomorrow, the damage doesn’t reset Kuwait Petroleum says full production recovery takes 3–4 months A ceasefire is just the start of a long, uneven rebuild #Oil #Kuwait #Hormuz #EnergyCrisis #SupplyShock #Geopolitics #OOTT #Markets
Second‑life EV Batteries Power Data‑center Microgrid Expansion
Second-life EV batteries approved for data center microgrid expansion #energysky -- via pv magazine usa: https://t.co/5D6R4Ym6Xp