Tesla Negotiating $2.9B Chinese Solar Equipment Deal
Exclusive: Tesla in talks with Chinese firms to buy $2.9 billion worth of solar equipment, sources say No "overcapacity" here.... https://t.co/XUURdFhf32
Ukraine's Power Grid Remains Stable Amid Ongoing Attacks
No power outages planned for tomorrow all across Ukraine despite Russian attacks - again 👌💡
Refra Launches Water‑to‑water Heat Pump for Industry
Refra debuts water-to-water heat pump for commercial, industrial use #energysky -- via pv magazine global: https://t.co/DOFvMvsh0B
India's LPG Shortage Threatens Households Amid Hormuz Closure
India’s LPG crisis following closure of the Strait of Hormuz The war between the United States and Iran and closure of Strait of Hormuz has become a critical threat to the supply of liquefied petroleum gas (LPG) India relies on for...
Energy Stands Alone as 2026’s Sole Positive Sector
Energy is the ONLY sector positive in 2026. Not tech. Not financials. Not healthcare. Oil and war. That's the market's only winner. $XLE $XOM $SPY https://t.co/knCwIMzMam
Paper
Coming to terms with the fact that no matter how the Iran War and Hormuz crisis ends it’s going to be far harder going forward to scoff at claims that the paper market isn’t pricing in physical oil market realities. Catastrophic...
Oil Below 86 Needed to Sustain Equity Rally
Light Crude Futures $CL_F $USO 2 hour chart on left 30 minute on right Oil had been holding support btwn 94-92 until the 🟠"taco tweet" removed some of the perceived risk in oil It dropped down to the anchor from the beginning of the...
AI Becomes Essential for Energy Security and Resilience
The Strait of Hormuz closure is a stress test for every system dependent on it including AI. Data centers run on uninterrupted power. When energy fractures, so does the digital economy. But AI is also one of our most powerful tools to...
Australia’s Oil Woes Stem From Electrification Gap
Hormuz is a warning: Australia’s oil problem is its electrification gap #energysky -- via Renew Economy: https://t.co/IBuXnLnaFX https://t.co/XV0KYGBPsG
Ukraine's Strikes Cut 40% of Russia's Oil Exports
Ukraine struck another Russian export terminal today. Reuters calculates that 40% of Russian oil export capacity is currently offline. Ukrainian sanctions at work.
Iran's Bushehr Nuclear Plant Hit Again, Defying Trump’s Promise
🚨 UPDATE Reports are circulating that Iran's Bushehr nuclear power plant has reportedly been struck again, despite President Trump saying U.S. forces would not target energy facilities. https://t.co/JvTpB0cjPL
Renewables Lower Electricity Prices; Fossil, Nuclear, Bioenergy Raise Them
Whereas more WindWaterSolar correlates with lower electricity prices worldwide, more fossil fuels, nuclear, and bioenergy each independently correlates with higher electricity prices.
Insider Trade Exploits Trump’s Iran Pause Announcement
6:49am: sudden spike in oil futures trading. no news. no announcement. nothing public. 7:05am: trump announces a pause on iran strikes. markets move. someone knew. 16 minutes early. $580 million in contracts. the corruption is staggering.
Waaree Launches $415M Solar Glass Plant, Expands Kotsons Stake
Waaree to build US$415 million solar glass plant, increases holding in Kotsons #energysky -- via pv-tech: https://t.co/B3eNdTAj3A
War‑Driven Gas Prices Add $530 to Every Household Annually
For every $1 increase at the pump, the typical American household spends an extra $530 per year. Gas is costing Americans $300 million more a day than before the war. My latest newsletter, "This War Will Make You Poorer" (bit.ly/ThisWarWillMakeYouPoorer),...
Oman/Dubai Crude Plunges $45, Defying Brent Rally
CHART OF THE DAY: The idea was that Brent/WTI was going to catch up higher towards where Oman/Dubai crude was trading (>$150 a barrel) Instead, we are witnessing Oman/Dubai crude plunging >$45 a barrel in a single day to ~$110 a...
US Residential Solar Forecasts 33% Drop in 2026
US residential solar set for 33% decline in 2026, says Roth Capital Partners #energysky -- via pv magazine global: https://t.co/CJZCEQ2xTK
Saudi Red Sea Oil Shipments Near 5 Million‑Barrel Target
Saudi oil shipments via the Red Sea have been ramping up rapidly and are getting close to the five million BPD target https://t.co/SkPyeLTXbO https://t.co/nmq5Kt89xT
Data Centers Power Up Grid with Self‑Generation, Flexible Connections
Today on Volts: how can we get data centers hooked up without screwing over the grid or other ratepayers? Two of my favorite thinkers, Astrid Atkinson & Jesse Jenkins, lay out a new model whereby data centers bring some of...
Solar Sheep Grazing Beats Traditional Farm Benchmarks
Study finds solar sheep grazing business models outperform agricultural benchmarks #energysky -- via pv magazine usa: https://t.co/Xhp7QpDsfD
Fact‑check Debunks False Claims in UK North Sea Debate
NEW FACTCHECK: There has been A LOT of debate in the UK on the North Sea Sadly much of it is built on false or misleading claims Team @carbonbrief tried to straighten things out (link in reply) https://t.co/mScWF3mEPr
Hormuz Closure Threatens World Economy, Outweighs US Strikes
...and yet Hormuz remains closed. The US bragging about how many targets we've hit in Iran while Hormuz remains closed is the geopolitical equivalent of "Every kid gets a trophy", because Hormuz closure means the world economy is on the clock. Another...
Speculative $1B Fracking Deal Sparks Impeachment Talk
Tried to game out what it would look like if President Kamala Harris pressured an oil company into accepting a $1-billion payoff to cancel a fracking project in Texas and build a wind farm in CA. Screaming headlines for months. Talk...
India Signs Major Solar PPAs, Expands Coal Project
INDIA ROUND-UP: Ceigall inks two PPAs, Adani completes 300MW of PV, Coal India backs 875MW project #energysky -- via pv-tech: https://t.co/DWLD23tIkf
Executives Keep 2026 Drilling Plans Steady
This is important to understand. The "drill, baby, drill" mentality is OVER. "Half of the executives surveyed said the number of wells their firms expect to drill in 2026 has not changed since the start of the year."
Spare Capacity Meaningless without Effective Oil Extraction
""Spare capacity is only as good as the ability to get the oil out of where it's being produced," Wald says. In this case, no good at all." https://t.co/VgSc08fl58
China's Primary Oil Sources Revealed in Chartbook
Where China gets is oil from. This and more in the today's Chartbook Top Links. https://t.co/o4m9jIk6D4
Markets Care About Oil Flow, Not Hormuz Control
Markets don’t really care who controls the Strait of Hormuz as long as the oil starts to flow again — “give markets what they want” doesn’t necessarily mean a US win.
UK Businesses
UK businesses face a jump of up to 80% in gas bills on Iran war https://t.co/THZNalojSw via @EamonFarhat https://t.co/vr4PvVdKFc
Russia's Oil Exports Plunge 40% After Drone Attacks
Cool, cool, cool... "At least 40% of Russia's oil export capacity is at a halt following Ukrainian drone attacks, a disputed attack on a major pipeline and the seizure of tankers ... the most severe oil supply disruption in the modern...
Trump’s Oil Moves Undone by Zelensky’s Strikes
🛑So let me get this straight: President Trump waived sanctions on Russian oil at sea and released millions of barrels from the SPR to bring oil prices down. Then Zelensky struck Russian oil ports and terminals, tightening oil supply and pushing...
Oil Prices Defy Expectations, Falling Below 2022 Peaks
Every normie feels in their gut that oil should go higher. And every oil expert seems to think that every day we get closer to the true disaster scenario. So why is it that oil is not only below the...
Renewables Hit Record 17% of US Power Mix
Solar PV and wind account for record 17% of US electricity generation in 2025 #energysky -- via pv-tech: https://t.co/xnaKegeIZu
Traders Front‑Run Crude Market Before Trump’s Iran Threats
Quite the chart from @axios on suspected crude market front-running ahead of Trump’s major Iran War proclamations. https://t.co/lZY1JkMKCp
Germany’s Renewables Shatter 1993 4% Forecast
Incumbent German electricity suppliers said in 1993 that renewables could not provide more than 4% of electricity in the long run. In 2025, renewables provided 55.9% of Germany's electricity — 14 times the predicted ceiling. https://t.co/Nvkaob9qaQ
Live on Bloomberg: Oil Markets and Iran War Outlook
Heads up that I'll be LIVE on @BNNBloomberg to talk oil markets and the [??end of??] the Iran War this morning at 11:15am ET. https://t.co/bqG3IGwkQS
IRA 2.0 Aims to Reclaim U.S. Energy Leadership
Envisioning IRA 2.0: Restoring U.S. energy leadership #energysky -- via pv magazine usa: https://t.co/B6WHdajskP https://t.co/O9yPqcH9HM
Dallas Fed Energy Survey: Tiny Executive Sample Reveals Key Insight
Dallas Fed Energy Survey for Q1 2026 is out. 2 Notes on this chart: - Only 34 executives responded - That second sentence in the description does all the work https://t.co/gAebgKUX4O
Oil Futures Curve Tracks Middle East News Shifts
I find the oil futures curve to be a useful way of keeping track of news out of the Middle East, as it provides a useful metric for assessing what's changing, and how much. https://t.co/Hl3XzfUEfP
EU NIS2 Overhauls Cybersecurity for PV Plant Operators
How EU NIS2 is reshaping cybersecurity for PV plant operators #energysky -- via pv magazine global: https://t.co/eSJkuEt6jK
Gulf Shut‑ins Cut Iraq, Iran Output by ~13 MMbpd
GULF SHUT-IN UPDATE: Brings Iraq's confirmed shut-ins to ~3.5 MMbpd as of yesterday, lifts overall confirmed *crude* Iran War output shut-ins to ~9.5 MMbpd. Gas condensate/NGL output losses are on top of that. ~200 million barrels of expected crude won't be...
Gas Prices Surge Above $4, Highest Since 2022
National retail gas prices have crossed the $4.00 per gallon threshold. Highest prices since August 2022. Just a month ago, the President was saying they were under $2 https://t.co/o1wA1BwG3C
Spot Dubai Crude Holds Premium Amid Hormuz Uncertainty
Balance of the month cash Dubai crude barrels (white line) still trading higher than the prompt Oman futures (blue) I'm seeing quoted this morning, which are down more sharply, but spot Middle East barrels certainly feeling less pressure and all...
Brent Stays >$100, WTI Under $100 Amid Strait Closure
While WTI has remained just under $100barrel, Brent has remained well above $100 as it is more dependent on the Strait. Per the bottom panel below, the backwardation of the forward curve has continued to sit around $20/barrel as the...
Remote Solar Inspections Cut Time and Boost Safety
Remote inspection of new residential solar saves time and can improve safety #energysky -- via pv magazine usa: https://t.co/ZX9BmJQz4P
President's Anti‑wind Rant Sounds Like Grandpa Simpson
"The president's case against wind are literally the rantings of an old man. I've seen grandpa Simpson make more sense." https://t.co/3rAbLKpVqe
Europe Deploys Grid-Forming LDES‑Solar Hybrid Systems
VIDEO: Grid-forming, LDES and solar hybrids in Europe, with Envision Energy’s Michael Koller #energysky -- via Energy Storage News: https://t.co/lI5Hanqa0Y
BCA Research Hormuz Crisis Dashboard Now Open to Public
Just a reminder that everyone should check out the BCA Research Hormuz Crisis dashboard, which we have now made available to non-cients. https://t.co/2w3YrSrMuA https://t.co/PRmuyuEG4a
Hormuz Optimism Overshadowed by Grim Long‑term Risks
COB Tuesday is the best weekly energy podcast. Period. Excited to join them yesterday to discuss the Persian Gulf. tl;dr There are reasons to be optimistic about Hormuz. But the worst case scenario & long term consequences are worse than anyone has...
Analysts Await Hormuz Reopening Amid Iran War Headlines
Every oil analyst reading the Iran War's done headlines and watching the Iran War's done price action waiting for the Strait of Hormuz to actually begin flowing again https://t.co/4kBqUoI2Np