Opening Strait of Hormuz Crucial for Global Energy Security
Tweedle Dum and Tweedle Dee agree that the opening the Strait of Hormuz is important Where's DOGE when you need to cut fraud and waste?
Iran's $2 Million Strait Fee Shows Mutual Benefit
Finally, a little commerce is moving in the Strait of Hormuz. The Iranians benefit by charging up to $2 million for free passage and those who pass obviously benefit or they wouldn’t pay the transit fee. THREE CHEERS FOR COMMERCE. https://t.co/hzDa6MSkxF
Oil's Percentage Rise Varies by Currency Unit
Intro econ for NYT reporters, oil was priced in yen it would be going up more in percentage terms in yen than it is going up in percentage terms in dollars. The unit is just a convention https://t.co/zCOwmbyJQv
Gas Prices Spike, Heralding Inflation Tsunami Ahead
Gasoline is telling you what this war really means. Up $1.00 a gallon in just 25 days. It's the first wave of the coming tsunami of inflation #GasPrices #Oil #Inflation #EnergyCrisis #Iran #Hormuz #Economy #Geopolitics #War #OOTT
German PV Systems Surpass Expected Lifespan, Survey Shows
Survey reveals PV systems in Germany outperform lifespan expectations #energysky -- via pv magazine global: https://t.co/2T7RmNyjWe
Weaponizing Hormuz Is Global Economic Terrorism, Says ADNOC CEO
“Weaponizing the Strait of Hormuz is not an act of aggression against one nation. It is economic terrorism against every nation, every family that depends on affordable energy and food.” Abu Dhabi National Oil Co. CEO Sultan Al Jaber says in speech at @MiddleEastInst...
Snowy 2.0 Funds Near Depletion Amid Gas Plant Delays
Snowy 2.0 budget to be exhausted in coming months, ratings agency says, as gas plant hit by new delays #energysky -- via Renew Economy: https://t.co/5pKV23AbWA https://t.co/J4WxHGtyFw
Asia's Energy Shock: War Disrupts Middle Eastern Supply
Good morning, We are in Day 26 of the war and Asia is reeling from the conflict as we are most dependent on Middle oil and gas. Let's talk about how Asia is affected by this conflict, a thread. You can...
Nebraska Pushes Bill for Energy Storage, Data Centers
Nebraska advances energy storage and data centre-focused bill #energysky -- via Energy Storage News: https://t.co/BqundVHw3F
EU Clinches Australian Mineral
Yesterday, the EU struck a trade deal with Australia to secure access to critical minerals, like lithium and aluminum. According to the NYT, US tariffs pushed the deal forward. TRUMP’S TARIFFS = CREATING AMERICAN ENEMIES = PIVOT AWAY FROM UNCLE SAM. https://t.co/Suer5RGrQO
US Examines $200 Oil Price Shock Impact on Economy
US officials are examining what a potential spike in oil prices as high as $200 a barrel would mean for the economy, sources tell @hlowenkron @SalehaMohsin and me, a sign of studying possible fallout from extreme scenarios for the #Iran...
Streamlining Solar Permits Could Save Homeowners Billions
Report: Cutting red tape in residential solar could save homeowners billions #energysky -- via Solar Power World: https://t.co/eOPy0cAMlC
Grid Batteries and Electrification Ease Gas Shortfall Concerns
Gas shortfall fears pushed out again as grid battery boom and electrification take fresh bite from demand #energysky -- via Renew Economy: https://t.co/SIHv5tanVT https://t.co/F4npGu5RMq
Nine 2‑GW Batteries Shortlisted for Grid‑Stability Payments
Nine big batteries totalling 2 gigawatts shortlisted for payments to maintain “heartbeat” of the grid #energysky -- via Renew Economy: https://t.co/slnOMLGd5j https://t.co/Ejwlk6zP7n
Real‑time Optimization Transforms ERCOT Battery Storage Economics
ERCOT after RTC+B: How real-time optimisation is reshaping battery storage economics #energysky -- via Energy Storage News: https://t.co/0kTqm7fk8G
U.S. Diesel and Jet Fuel Stocks Near Record Lows
Will U.S. diesel and jet fuel inventories decline to historic lows? US Weekly Oil Data: US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). Link: https://t.co/9fNzVH20GN
Philippines Declares Emergency over Soaring Oil Prices
The Philippines have declared a NATIONAL STATE OF EMERGENCY. The Philippines imports 98% of oil from the gulf and gas prices have DOUBLED since the breakout of the Iran war. THE PHILIPPINES SHOULD SEND THE BILL FOR DAMAGES TO TRUMP AND NETANYAHU. https://t.co/bNdU01nHJI
Japan Minister Discusses War‑Driven Commodity Risks, Seeks Asian Stability
Delighted to meet 🇯🇵’s Minister of Economy, Trade & Industry Ryosei Akazawa @ryosei_akazawa We spoke about how the Middle East war is impacting oil, gas & other commodities, with particular challenges for Asia – and how we can work together...
Aramco's $93 Billion Profit Highlights Oil Dominance
Aramco, the largest oil company in the world, earned $93 bn last year. More on this in the Chartbook Top Links. Source: How They Make Money https://t.co/DnYAwzwvOQ
French Firm Pursues Approval for Australia's Biggest Solar BESS
French developer seeks approval for Australia’s largest solar BESS #energysky -- via pv magazine global: https://t.co/2TN0iDGvRF
Wind, Water, Solar Provide 30% of Global Power
30% of world's electricity came from WindWaterSolar 2024 8.11% wind, 14.33% hydro, 0.29% geo, 6.93% solar 16.2% of world pop has avg WWS generation 73% WWS by continent: S Am 57.8% Oceania 57.8 Europe 40.24 N Am 28.04 Asia 26.9 Africa 24.4 MidEast 4.9 https://t.co/KP3uii4BqI
Stranded LNG Cargoes Lose Gas Through Boil‑off Evaporation
@grok There are about 20 LNG cargoes stranded in the Gulf because of the Hormuz crisis, explain to my followers how they lose LNG due to evaporation.
China Prepares for Imminent Hormuz Strait Closure
I said last June-July: China got the message, Hormuz Strait will be closed, and started preparing for it. Read details below.
Crusoe Adopts Two Novel Batteries for AI Expansion
Crusoe taps not one but two novel battery technologies for AI buildout #energysky -- via Canary Media: https://t.co/hWHxKb2w9Z
EV Demand Will Outpace Mineral Constraints as Supply Improves
If you're running Indonesia or Nepal and BYD is offering you 100,000 EVs, you're going to buy 100,000 EVs. The critical minerals concentration argument is real. But solar panels today use one-tenth the silver they did ten years ago. The EV...
DFL Spreads Near Spot, Strongest Indicator Despite Lower Spikes
Brent crude: - Flat price (white) - Prompt futures timespread (blue) - Dated-to-Frontline (DFL) spread (orange) All off their highs, but DFLs are both closest to the "real" spot market and they're trading nearest the high of the lot. In relative terms DFLs didn't get...
Analyzing Strategic Risks in the Strait of Hormuz
My appearance today @OnPointRadio with @MeghnaWBUR talking about the Strait of Hormuz. On Point: https://t.co/X1Zkk3Qebt Spotify: https://t.co/ZpzVC27zml Apple: https://t.co/4ahkNZRGed
EDP, Linea, LRE Drive Midwest Solar Expansion
US MIDWEST ROUND-UP: EDP, Linea and LRE advance solar PV projects #energysky -- via pv-tech: https://t.co/pzFIf81vTU
Europe’s Energy Retreat Risks Carbon Leakage, New Nuclear Hope
Excellent analysis covering europe's energy suicide including nuclear retreat and fracking bans, exporting carbon intensive industries. It's hard to turn around once the expertise is gone, see France attempt to build a new nuclear plant.
Resuming Hormuz Traffic Crucial Amid Iran War Uncertainty
My BNN Bloomberg conversation from earlier today for those who missed it. Talked about the state and trajectory of the Iran War, the growing physical-sentiment disconnect in oil markets, and how nothing really matters unless traffic through the Strait of Hormuz...
Oil Shock Won’t Drive New Pipelines for Canada
Canada Doesn’t Need New Pipelines, Despite Oil Shock Economist Werner Antweiler says that a short-term oil shock doesn't overcome the many reasons why Asia won't be a market for Alberta heavy sour crude. #abpoli #ableg https://youtu.be/GUwULJF2jfc
2D Carbon Selenide Enables Competitive Sodium‑Ion Batteries
2D carbon selenide offers route to competitive sodium-ion batteries #energysky -- via pv magazine global: https://t.co/deTW0kC8Qd
Today's Energy Crisis Starkly Differs From 2021‑22
There is still a world of difference between the 2021/2022 energy crisis and the current one. https://t.co/Uti2V6LX6d
Gas Crunch Could Spur Solar‑Battery Leap in Emerging Markets
Interesting debate here between JP Morgan's Michael Cembalest and @JigarShahDC on the latest Open Circuit episode. Will the global natural gas crunch accelerate solar + batteries in emerging markets that are considering deeper investments in LNG? Michael argues that comparisons people...
Ukraine Escalates Successful Strikes on Baltic Export Hub
Doubling down on its strikes in the Baltic, Ukraine has launched an even more impressive and successful strike on Ust-Luga and other export facilities. Full analysis available exclusively for Analyst Tier members on Patreon ➡️ https://t.co/Vp7XCb4HTR #russiaukrainewar #energy https://t.co/nwoDcCn3T7
Global PV Equipment Market Set to Triple by 2035
Global PV equipment market to grow over 2.5 times by 2035 – VDMA #energysky -- via pv-tech: https://t.co/YKvnSHtcFQ
Gas Prices Near $4 Mark Ahead of Midterms
National average gas prices are now within cents of the pivotal $4-per-gallon threshold, which many elected officials would prefer to avoid in a midterm election year. https://t.co/Ow36WJehg7
Ohio’s “Green” Steel Project Reverts to Coal
What’s next for Ohio’s former green steel project? More coal, it seems. #energysky -- via Canary Media: https://t.co/d2dQ9i4G6T
Oil Prices Juggle Conflicting US, Iran, Israel Headlines
This volatile oil price remains at the mercy of a flood of (often-contradictory) headlines emanating from the three warring parties — US, Iran, and Israel. #economy #oil #markets #energy #middleeastwar
Oil Surge Signals Market Crash, Gold Surge, Inflation Spike
Oil prices up 20% in weeks. 1 day alone added 9%. In 1973, a supply shock like this wiped 45% off the stock market and sent gold up over 2000%. I have spent 55 years building an alternative framework for understanding how...
Advait Greenergy Launches 30 MW Electrolyzer Plant in India
Advait Greenergy opens 30 MW electrolyzer assembly facility in India #energysky -- via pv magazine global: https://t.co/JI7ycDKt5B
Trump Spends $1B to Block Energy Project Amid Crisis
The Trump Administration is paying a billion dollars to stop a massive energy project in the middle of an energy crisis. Why? Because physics is Woke and real men burn stuff. Great piece by Paul Krugman. https://open.substack.com/pub/paulkrugman/p/the-war-on-wind-continues?r=59ujy&utm_medium=ios
Ground-Level Insights From CERAWeek Highlight Energy AI Trends
⚡️Via @axios' @AmyAHarder, a short and smart view from the ground at #CERAWeek in Houston. Link in next post. #energy #OOTT #datacenters #AI #Iran
AI Power Demand: Estimates Vary, True Need Unclear
Data center developers are asking for 100,000 megawatts. Anthropic says they need 25,000 for training. NVIDIA says inference can run on 5 megawatt blocks that fit the existing grid. So why is nobody answering the question of how much they actually...
Hormuz Crisis Threatens Europe, Fuels US Inventory Uncertainty
🚨Hormuz Crisis goes global: Europe is heading for energy shortages, massive price spikes, and deeper reliance on Russian energy. 🚨What is next for US commercial crude inventories after the SPR release? Daily Energy Report https://t.co/W33F3aHN9V
Zeldin & Yergin Explain Reversal of Endangerment Finding
Lee Zeldin talking on stage now w Dan Yergin about why admin reversed endangerment finding. #ceraweek. For any who want a deeper & more nuanced take on the many complexities around this issue, check out this recent episode of @ColumbiaUEnergy...
Oil Importers Intervene; Turkey's Thin Reserves Raise Risk
A lot of oil importers have been intervening pretty heavily to keep their currencies from depreciating and adding to the oil price shock. Turkey is one of the more interesting cases, as its fx reserves remain limited 1/2 https://t.co/zsikWfgTxD
EV Surge Shows Clean Energy Is National Security
EV sales are exploding right now around the world as literally everyone wakes up to fossil fuel fragility: From Vietnam to Brazil, we're leapfrogging the old oil era to power transport with homegrown, clean energy Clean energy IS national security https://t.co/ATQ0o3LCfw https://t.co/VPVf97gJqC
FERC Resolves Market Monitor Complaint in Months, Others Stall
The market monitor filed this complaint 4 months ago. Incredibly fast turn-around from FERC. Other complaints -- particularly about transmission rates and planning -- have been sitting for years.
Blockchain VPPs Pay EV Owners Instantly for Grid Support
Blockchain Virtual Power Plants Pay EV Owners Instantly Plenty of innovation coming to integrate EVs, solar, batteries (DERs) into power grids. Hope some of that innovation finds it way to Canada. https://youtu.be/DZ2baN_z8Sk