Uncertain Govt Action; Physical Oil Markets Soon Prevail
I’m asked frequently about whether governments are intervening in futures markets already, and I have no idea nor have I seen any evidence. But, if they are and if Hormuz remains shut, it’ll only work for a bit longer before physical markets rip your face off
Third‑Party Ownership Fuels New Residential Solar Wave
Third-party ownership and strong market fundamentals drive ‘new shape of solar’ in US residential sector #energysky -- via pv-tech: https://t.co/wDeM7EO6pg
State Launches Solar Sharer, Saves Households up to $1,000
State unveils its own “solar sharer” offer, promises bill savings of up to $1,000 a year #energysky -- via Renew Economy: https://t.co/VVaDCepIwK https://t.co/gGDzsWox1U
Everyone Navigates Iran War Oil Market Differently
No judgment. We’re all dealing with the Iran War oil market in our own way.
Robot “Bear” Boosts Solar Farm Safety and Efficiency
How a robot named Bear is making solar farm maintenance safer and more efficient #energysky -- via Renew Economy: https://t.co/5z48f9XCz1 https://t.co/wNTefJNvMl
California's Energy Crisis Looms as Iran Blocks Oil Routes
California is careening toward an energy crisis because it depends on refined out imports, says Chevron 🇺🇸 ⚠️ Now shipments from China, South Korea, Singapore and elsewhere are at risk of slowing significantly as Iran blocks the Strait of Hormuz https://t.co/KXe3T6k8Dw
Crisis Unites Yield and Oil: Correlations Converge
Tick chart starting Friday afternoon. 10-year yield (white) Nearby WTI crude oil futures (blue) In a crisis, all correlations go to 1. https://t.co/0ubKfHkt9Q
K2 Systems Launches Elevated PV Mounts for Metal Roofs
K2 Systems unveils elevated PV mounting solution for metal roofs #energysky -- via pv magazine global: https://t.co/LLYpL9TR0m
India Gains Edge Amid Global Energy Crisis
It's a global energy crisis. But India is far better positioned than it was in 2020. https://t.co/P8A9RIuuPz
Standard Triples Facilities in a Year, Powering Future
incredible progress - Standard has expanded from one to three facilities in under twelve months. fueling the future, one triso particle at a time 🫡
Trump Pushes Iran Ceasefire to Keep Strait Open
So Trump admin is [rightly] panicking about the Strait of Hormuz so they’re going to try to get Iran to agree to a 1-month ceasefire to negotiate during which I’m sure Trump wants the Strait open Iran’s main leverage is the...
Iran War Unravels Integrated Global Energy System
Global Energy Shocks Explained by Top Economist Prof Severin Borenstein, UCBerkeley, about how a deeply integrated global energy system is being disrupted by the Iran war. #IranWar https://youtu.be/nB4mn1FG644
Big Battery, CIS Winner Pursue Federal Green Approval
Big battery and CIS contract-winner seeks federal green tick for construction #energysky -- via Renew Economy: https://t.co/sPmVtg4Whe https://t.co/jCCcQu3DsG
Chaos in Middle East Markets Creates Trading Edge
The Middle East is on a KNIFE'S EDGE 🔪 Ceasefire talks. Marines steaming toward Hormuz. Saudis sharpening their knives. Oil dumping on every headline 🛢️💥 Markets are an absolute WARZONE right now But here's the cold hard truth... CHAOS = EDGE for those who...
Iceland Approves Solar‑Storage System for EV Charging
Iceland’s utility commissions solar-plus-storage for EV charging #energysky -- via pv magazine global: https://t.co/u0t3F82mzK https://t.co/MmyE39exHu
Markets Surge as Israel Fears Trump’s Quick Iran Deal
After hours risk markets are "popping" higher on this story. No word on if this includes opening the Strait of Hormuz (or they agree to keep it closed and stop shooting.) Channel 12s source is the Israeli Government, suggesting they are...
Refiners and Nat Gas Power Stocks Still Attractive
Refiners & Nat Gas Power Higher Lots of clients trading the oil & gas plays, so I reviewed my long rec'd refiner plays & $FCG nat gas index stocks that still look good after some needed digestion. $VLO $PBF $COP $EOG $OXY...
Iran's Strait Fees Prompt Calls for Counter-Embargo
We go to war and end up getting embargoed by Iran, which is now charging protection fees for oil tankers to go through the Strait of Hormuz. That's nuts. If Iran can embargo us with a couple of drones, we...
Kwinana Hydrogen Hub Advances as BP Project Stalls
Key progress at new Kwinana hydrogen hub, as nearby bp project remains on pause #energysky -- via Renew Economy: https://t.co/RpfqX2NvC1 https://t.co/dcw3EhMwzM
Oil Surplus Dwarfed by Massive Asian Capital Excess
Three big picture observations about the oil surplus (petrodollars/ petroeuros/ petroequities are all downstream of this) pre Hormuz A) The oil surplus is modest relative to the surplus in Asia. Chinese state banks and offshore deposits of Chinese exporters are...
US EV Slowdown Is Temporary, Says Subsidy End
After Rapid Growth, American EV Adoption Slows — Is This Temporary? Corey Cantor of @zeta_2030 discusses the slowdown of EVs in the US. His conclusion? The setback caused by the end of federal govt subsidies is temporary. #uspoli #EVs https://youtu.be/CDj6qLKA4_k
High Oil Prices and Weak Loonie Boost Canadian Producers
Soaring oil prices, tight WCS differentials, and a lagging Loonie is a fantastic combination for Canadian oil producers.
Trump Admin Pays $1 B to Halt East Coast Wind Projects
TIming is everything. Idiot. Trump administration to pay $1 billion to stop two East Coast wind farms https://t.co/axo9MyWJwU
US Should Leverage Abu Musa, Tunbs
FTR, I suggested the US look at Abu Musa and the Tunbs as avenues to securing the Straight of Hormuz back on March 5… https://t.co/UU4UsAph4d
Hormuz Crisis Sparks Global Oil Shockwave Across Time
I've been describing the Hormuz crisis as a detonation in spacetime. It hit spot crude markets in the Middle East and refined products markets in Asia first. Then the shockwave travels further through time down the delivery curve, and out geographically toward...
Oil Shortage Anywhere Hits All Nations Equally
The trouble with looking at the current Hormuz crisis through the lens of which countries have historically imported the volumes is that all of these countries will now be rabidly bidding for all the other barrels. A barrel of oil lost...
World Still Faces 6M‑Barrel Daily Oil Shortfall
Even after assuming the release of global oil stockpiles (which can not be sustained), the world is still short over 6 million barrels of oil per day, @Rory_Johnston finds https://t.co/pZBkSir3aa
BTU Must Stay Above $39 Amid Strong Coal Rally
$BTU Daily. $39 looks like the level to hold above for Peabody, as coal plays are strong across the board today with sound technical charts to boot. https://t.co/n2Llt8kZcs
Sources Hint Kharg Island Transfer Explains Sudden Cooperation
What of they are giving us Kharg Island? Why would they suddenly be so cooperative? There aren’t many theories out there where this makes any sense… but my sources suggest it may be true.
Iranian Missile Strikes Cost QatarEnergy $20 B Annually
JUST IN: QatarEnergy facing $20B annual loss after Iranian missile strikes on critical gas facilities
Russia's Oil Profits Surge; Carmakers Forced to Source Russian Aluminum
Russia is earning the most from its oil exports since the 2022 Ukraine invasion. https://t.co/71t01Q9mI9 Meanwhile some carmakers are considering buying aluminum from Russia. “We don’t really want to take supplies from Russia but we have no choice” https://t.co/fzAXIO4N0x
Trump Claims Iran's Hormuz Traffic Gift Proves Negotiation Credibility
Trump said the Iranians that the U.S. is negotiating with gave the U.S. a big gift related to the flow of traffic in the Strait of Hormuz to prove they were the right people to negotiate with.
Iran's Strait of Hormuz Leverage Ensures Persistent Economic Power
“Iran holds a lot of cards with the Strait Of Hormuz.” That’s the quote to remember. Geography can be economic power, and “that vulnerability remains pretty much forever.” https://t.co/OoCOYi8LMc
White House Misapplies Oil Price in Iran Conflict
The White House Is Using the Wrong Oil Price for the Iran War. More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/DQwqJc87ve
Rising $5 Diesel Squeezes Truckers, Hits Economy
"$5 Diesel is Crushing Truckers. It Will Soon Be Felt Across the Economy." https://t.co/u6Z4qcVLci https://t.co/m3UrTU1L2r
Kuwait's Shutdown Could Cost over 100M barrelsKuwait's Shutdown Could Cost over 100M Barrels
Helpful timeline info from @Amena__Bakr on restart timelines for shut-in production. At lest count Kuwait had already shut in 1.6 MMbpd of production (likely higher by now), roughly 30 million barrels unproduced by end-March. Let's be generous and use 3 months from...
US Yield Rise Threatens Debt Spiral Amid Oil Tensions
Update: 10y UST yields (blue, RS1) USDJPY*oil (red, LS) USDCNY*oil (green, RS2) Hormuz is still closed; China still has several years of oil inventories; 10y UST yields are ~20-30 bps from triggering a US & global debt spiral. What happens first? Let's watch. https://t.co/ixdOHnatCg
Iran's Transit Fee Hikes Oil, LNG, and Shipping Prices
Factoring in Iran’s “transit” fee. And what it does to the price of oil, LNG, and anything else moving thru the Strait.
Iran's Toll Booth Threat Could Shut Global Trade
Strait of Hormuz Crisis: Iran’s “Toll Booth” Plan Threatens Global Trade This is a big one, folks. Prof Rob Huebert, @UCalgary, discusses international maritime law and the closure of the Strait of Hormuz. https://youtu.be/nPQMTWEySvE
Italy Mandates Cybersecurity for Large Solar Installations
Italian solar sector gears up for cybersecurity regulations on PV systems over 100 kW #energysky -- via pv magazine global: https://t.co/uHG0ChzaJN
QatarEnergy Invokes Force Majeure on Key LNG Contracts
JUST IN: 🇶🇦 QatarEnergy declares force majeure on LNG contracts with China, Italy, South Korea, and Belgium.
Ireland Unveils Energy Aid Package Amid Iran War
Ireland announces an energy support package to ease Iran war impact https://t.co/9Vc32FPsKZ via @livfletcher_ https://t.co/91JizNYiIe
RES to Manage Nala Renewables' 217MW Solar-Storage Portfolio
RES Group to deliver asset management services at Nala Renewables’ 217MW solar-plus-storage portfolio #energysky -- via pv-tech: https://t.co/EivP3chmv8
Trump Proposes Paying Firms to Halt Offshore Wind
Trump’s latest salvo to upend offshore wind: Pay firms not to build it @CanaryMediaInc https://t.co/Y1BfMOwTKb
WTI Volatility Peaks, Hinting at Trend Reversal
Short video update on $WTI #Oil Market Chaos Deepens as Volatility Signals Possible Trend Reversal https://t.co/GWWJ9vTTrK https://t.co/RpKMSg65g7
WTI Prices Shift to Systemic Risk Regime
WTI price and oil volatility From inverse correlation to systemic risk regime April 2025 - April 2026 #WTI #OilVolatility #OilMarkets #CrudeOil #Tariffs #Trump #Iran #Geopolitics #Macro #EnergyMarkets https://t.co/LIBfuivKbw
Fox ESS Unveils 89.6% Efficient Home Storage System
Fox ESS presents residential storage system line with 89.6% round-trip efficiency #energysky -- via pv magazine global: https://t.co/XYKiW8Y6OC
AI‑Driven $2T U.S. Grid Revamp in Next Decade
Great segment @Tom_Winter - a colossal investment theme and a foundational part of our book “When Markets Speak” — AI power and the U.S. Grid. We need a $2T rebuild looking out 5-10 years. Opportunities ahead. https://t.co/zA7DSOkNJn
Utilities Stabilize as Rate Spike Begins Cooling
Utilities trying to stabilize today, spike in rates finally ready to cool off? $XLU https://t.co/t5R7ZEkbQT
Trump's Iran Conflict Pushes Oil Prices Higher Longer
Trump’s war in Iran is putting extreme pressure on global oil supplies, driving up crude prices that now may stay higher for longer. My @morningjoe Chart