Derivatives Push Up Prices of Oil Substitutes
Ripple Effects: Derivatives and oil-substitute product prices are now rising. - Plastics - Rubber - Cotton - Vegetable oils Only the beginning... https://t.co/79egdw2eDg
Energy Index Peaks, Mirrors 30‑Year Treasury Deflation Trend
Energy, T-Bonds, Stocks and Post-Inflation Deflation The Bloomberg Energy Spot Subindex may have peaked in 2026 at about 500, similar to its 2005 apex, with deflationary implications. My graphic highlights the energy index's same-chart syndrome with the 30-year US Treasury (in...
Wall Street Dubs Hormuz Closure “NACHO”
According to CNBC, Wall Street has a new acronym: NACHO, or “Not A Chance Hormuz Opens.” #economy #markets @cnbc
Oil Prices May Drop, Debt Burden Continues Rising
At some point, the Strait of Hormuz will reopen and oil prices will fall back to pre-war levels. But the latest rise in long-term yields won't get reversed. Every shock that happens permanently ratchets up global fiscal stress. A one-way...
Airlines Assure Fuel Stability as Cathay Trims Surcharges
British Airways: "Let me be clear on fuel availability: we are not currently seeing jet fuel interruptions and we do not expect supply issues this summer" And Cathay Pacific says it will cut fuel surchanges from mid-May
Synergi Showcases 2.5 MW of Smart EV Charging
"Yesterday, Finnish EV smart charging service Synergi organised a mass 'smart charging' event in Finland, demonstrating 2.5 MW of controllable capacity." 🇫🇮 ⚡️⚡️⚡️ #alwaysbecharging https://t.co/22nV60TMzF
US Confirms Iranian Shadow Fleet Tanker Detained Under Sanctions
Note the oil tanker Iranian media just said Tehran detained is under US sanctions and belongs to the Iranian own dark fleet. "The Ocean Koi has operated as part of the Iranian shadow fleet since at least 2020," according to...
Trump Says U.S. Oil Exports Need No Restrictions
President Donald Trump said there’s no need for any US export restrictions on oil or jet fuel to address US price increases sparked by the war with Iran. “We don’t need them,” he told reporters Thursday in Washington. “And we have...
Accelerating Africa’s Energy Access Through Green Finance Partnerships
Together with @ONU_CIV Resident Coordinator and @FemiAkinyelure, I met @AfDBPresident to discuss accelerating #energyaccess across #Africa. We also discussed #Mission300 as well as fostering green industrialisation and innovative finance models to achieve development at scale. https://t.co/WnEE80ghZo
Iranian Oil Slick Threatens UAE Coast in 13 Days
Further update on the Iranian generated oil slick off of Kharg Island. If the slick is not dispersed, it could hit the UAE 🇦🇪 in 13 days based on its pace and direction. Source: @WindwardAI https://t.co/Qw6rEOrJ43
Hormuz Closure Could Add 0.6% to 2026 Inflation
Even under a cautiously optimistic scenario in which the closure of the Strait of Hormuz lasts for 1 quarter, the surge in oil prices is expected to raise US headline inflation by 0.6 percentage points and core inflation by 0.2...
Escalation Inevitable as Gulf Friction Becomes Strategic
Tactical friction in the Gulf is turning strategic. Iran believes it can match U.S. deterrence Without diplomacy, escalation is becoming a matter of when, not if, writes @citrinowicz #Geopolitics #Iran #OilMarkets
Italy Fines Enel €2.3M for EV Charging Margin Squeeze
"July 2025, Italy's competition authority fined Enel over €2.3M for a margin squeeze in EV charging. The case began w/ a complaint from @GoEvway, small independent mobility service provider, which found itself paying wholesale tariffs higher than retail price that Enel's own consumer app charged drivers"
China Curbs Demand as US Supply Stalls, Reshaping Oil Market
Supply and demand determine the oil price. If the Americans can't boost supply to keep prices low, then the Chinese know how to dampen demand. Superb insights in here: https://www.bloomberg.com/opinion/articles/2026-05-08/iran-war-china-s-invisible-hand-is-rebalancing-the-oil-market
Solar Firm Expands Across Africa to Bridge Power Gap
A solar firm is expanding across Africa, as the focus on fixing the continent's power deficit turns to renewable energy https://t.co/oWhvIAe7pM
DC Charging Prices Drop 10 Cents Since October
Newsflash from charging specialists in Deutschland: "CHARGING RADAR by #CIRRANTIC evaluations show a significant movement in prices: The average DC charging price has fallen from 75 cents to 65 cents per kWh since the peak in October 2024." ⚡️⚡️⚡️ #alwaysbecharging 🇩🇪 https://t.co/Xm8i5eKe0L
China’s Covert Oil Import Cuts Cap Prices, Flatten Differentials
COLUMN: China is quietly slashing oil imports, an invisible hand that's rebalancing the market in the middle of the Hormuz closure. (The shift has not only capped benchmark oil prices, but also triggered a collapse in physical differentials) @Opinion https://t.co/GND1uXtbwV
Taiwan's Energy Crisis Fueled by Costly Spot LNG
Taiwan is spending its way out of an energy crisis 🇹🇼💰 The country received 35% of its LNG from Qatar/UAE last year. All of that supply is now being replaced by more expensive shipments from the spot market
China's Oil Imports Drop, Re‑exports Surge, Demand Stalls
China is importing less oil & re-exporting more. This one of the first genuinely bearish physical signals to emerge since the war began. @JavierBlas offers no satisfying explanations but I will China’s overproduction machine has hit a demand wall. https://t.co/snT1YW3WuM #oil #China #energy #economy...
US‑Iran Clash in Hormuz Threatens Global Oil Flow
🇺🇸🇮🇷 US and Iran are fighting again in the Strait of Hormuz. Iran has recently attacked ships and the US has hit back. This area moves 20% of the world’s oil every day. If the fighting gets...
US NatGas Surplus Grows to 96 Bcf, Prices Slip
U.S natural gas comparative fell 12 bcf to a surplus of 96 bcf week ending May 1 Spot price fell $0.04 to $2.66 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/mxouFSaNgi
US Crude Exports Plunge, Net Imports Rise to 0.7 Mmb/D
US crude exports fell 1.7mmb/d from 6.4 to 4.8 mmb/d week ending May 1 Imports decreased 0.3 mmb/d to 5.5 mmb/d Net imports rose 1.4 mmb/d to 0.7 mmb/d #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/AamhCIUJgi
PJM Admits Capacity Price Surge, Calls for Market Overhaul
PJM just cried "Uncle". They admit that capacity prices are up 1,000%+ in two auctions and that money goes to existing generators, doesn't send a signal to build new on 3 year contracts. The prescription is pretty bold. They aren't...
Jet Fuel Demand Plummets From Record Highs, Trend Downward
Jet fuel demand has collapsed from extreme highs It's still above average, but the trend is down fast. The slowdown is already in motion. #OilMarkets #JetFuel #DemandDestruction #EnergyEconomy https://t.co/JDwHlYnP3u
Europe Chooses Selective Solar, Storage Amid Supply Surge
Europe’s solar and storage development: Selectivity amid rising global supply and returning energy shocks #energysky -- via pv magazine global: https://t.co/goDZ7IBs66 https://t.co/oLXPEFnY7m
WTI Spot Carries $30 Risk Premium Amid Inventory Gap
WTI spot price includes a $30 risk premium Inventories say $75, markets say $105 CI decreased 7 mmb and price rose $10.14 week ending May 1 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/yJuiZBpbBn
Eco‑Right Pushes for Streamlined Energy Permitting Reform
What the ‘Eco Right’ Wants from Permitting Reform #energysky -- via Heatmap News https://t.co/P6isvdp3BG https://t.co/3UzNkcL9w2
Australian Solar Firm Secures Historic Deal to End Diesel
Australian solar company signs historic deal to help “entire country” quit diesel power #energysky -- via Renew Economy: https://t.co/o9aTghUP2D https://t.co/ncy7M8THPA
ESS Shifts to Long‑Duration Energy, Small 202
Macro: ESS pivots to long-duration Energy Base; rev -79% on ramp. Key: cost cuts, SRP/Google & DoD contracts, better adj EBITDA. Risks: runway, execution. Trade: small buy into 2027 catalyst. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Queensland Leads NEM with 100 GWh Monthly Battery Discharge
Australia: Queensland becomes first NEM state to discharge over 100GWh from battery storage in a month #energysky -- via Energy Storage News: https://t.co/tNb31ka2bC
Labor Proposes Domestic Gas Reservation, Limiting Exports
Federal Labor unveils plans for fossil gas reservation to ensure share of production is not exported #energysky -- via Renew Economy: https://t.co/gHBQZoRMoo https://t.co/W6ZJSIY60J
Residential Solar Decline Cuts German PV Installations Q1 2026
Drop in residential solar drives German PV installations down in Q1 2026 #energysky -- via pv-tech: https://t.co/8lnzuLty5O
Australia Pioneers Vapor‑grown Lead‑free Perovskite Solar Cells
Australian researchers develop vapour-based manufacturing process for lead-free perovskite solar #energysky -- via pv magazine global: https://t.co/nnRq0u1o8s https://t.co/i7LsyNAx4t
Gulf Tensions Are Noise; US Remains Indispensable
The latest Gulf “escalation” looks more like noise than a strategic shift. Iran keeps proving the Strait can’t be secured. The U.S. keeps proving it can’t be ignored. Saudi & Kuwait reopening access to the US acknowledges they can’t defend themselves alone. https://t.co/UbTcninmEd #Oil...
PV Fingerprint Mapping Predicts Rooftop Solar Growth
How mapping of PV “fingerprints” can indicate what the rooftop solar juggernaut will do next #energysky -- via Renew Economy: https://t.co/vVbXSN5Cj6 https://t.co/5GKTkewAeX
Trump Allows Destruction of American Energy Industry
Trump Is Getting Away With Murdering an American Industry #energysky -- via Heatmap News https://t.co/cj1LXBak2a https://t.co/qFVyOBaZ3R
Colorado Passes Bipartisan Balcony Solar Bill, Becomes Fourth State
Today, I was proud to sign bipartisan HB26-1007, which will open the door to balcony solar, making it easier and more affordable for Coloradans to access solar energy right from their homes. With this bipartisan bill, Colorado becomes the 4th...
World Wind Capacity Jumps 14% as Brazil Climbs to 5th
Great race Brazil passed Spain and the UK in 2025 to boast the 5th-highest onshore+offshore wind nameplate capacity worldwide. Plus, the UK now has more offshore than onshore capacity. World wind capacity grew 14% in one year. 1. China 640.6 GW (593.2 onshore/47.4 offshore) 2....
Hormuz Tensions Ripple Into U.S. Gasoline Prices
OH and a very tired Mason forgot to mention the simple fact that motor gasoline is made from crude oil...
America Must Secure Its Geothermal Supply Chain
The Geothermal Supply Chain Is America’s to Gain — or Lose #energysky -- via RMI https://t.co/igYaR7gtP2
Tiny Brent Swing Now Just Another Thursday
Brent went from a $5/bbl decline to a $2/bbl gain today. Once upon a time that would have been a really remarkable day. Now it’s just Thursday. https://t.co/LZ2YTU2NNo
Unusual, Concentrated Oil Volumes Precede Key Announcements, Says Onyx Founder
Reuters: "Let's stay with the facts. The volumes were highly unusual. They were concentrated. They were ahead of key announcements," said Jorge Montepeque from Onyx Capital Group, who helped design the modern system of setting oil prices at pricing agency...
Iran, U.S. Mulling One‑Page Plan to Reopen Hormuz
NYT: Three senior Iranian officials say Tehran and the United States are discussing a one-page plan for both sides to reopen the Strait of Hormuz and end hostilities for 30 days while they try to reach a comprehensive deal. https://t.co/X7quMi0g38
NY Governor Softens Ambitious Climate Law Amid Rising Energy Costs
NY's governor says she's struck a deal to tone down one of the country's most ambitious climate laws amid soaring energy prices https://t.co/yZq3gF9PWQ
Oil Firms Can Lose Money Even at $100 per Barrel
How Oil Companies Lose Money at $100 Per Barrel Instead of massive profits, some oil companies even face bankruptcy. Energy economist Ed Hirs explains. https://youtu.be/tkY-3oUHXAY
Reject Public Funding for New Oil Pipeline
No Tax Dollars for a New Pipeline The oil industry should keep its grubby mitts off the public treasuries. My response to @MHallFindlay's op-ed arguing for ending oil sands CCUS, re-directing $$ to other infrastructure, like pipelines. #ableg #abpoli https://markhamhislop.substack.com/p/no-tax-dollars-for-a-new-pipeline
Home Battery Surge Signals Grid Turning Point
State energy minister says impact of home storage in “baking hot summer” shows grid at turning point #energysky -- via Renew Economy: https://t.co/5fSXYhdD7M https://t.co/gMe15PmcrK
US Dollar's Grip on Global Energy May Be Fading
Is the US Dollar Losing Global Energy Dominance? Abishur Prakash on the beginning of a major trend. Or not? What's your take? #uspoli #cdnpoli https://youtu.be/A8YoxMix6R0
Oil Shock Persists: Tight Global Fuel Supplies for Months
Oil Shock Far From Over: Energy Giants Warn Global Fuel Supplies May Stay Tight for Months After Iran Deal. And the longer it takes to get a deal? https://t.co/sOpjmIj1ok
Ukrainian Drones Disrupt Russian Energy and Logistics
Ukraine's advanced drone tech has enabled it to reliably target and strike Russia's energy infrastructure. This is throwing off Russian logistics entirely. Entire analysis available exclusively for Analyst Tier members on Patreon ➡️ https://t.co/gJLupcx251 #russiaukrainewar https://t.co/oWT2bbbQpb