Rising Energy Prices Supercharge Cash Flow and Returns
$8T+ Oil & Gas market. Goldman sees $115 crude. When prices rise, cash flow explodes across the energy stack. Here’s who wins 👇 Oil demand >104M bpd. Gas >4.2T m³. Supply stays tight while LNG demand grows. Goldman’s near-term price targets show how sensitive the system is to disruption. Higher prices don’t just lift revenues → they expand margins, cash flow, and shareholder returns fast. Investing
War‑Driven Gas Prices Up $1 per Gallon Nationwide
Rising gas prices caused by the war are already hurting Americans’ bottom line — in both expensive and affordable states. On average, Americans are paying almost $1 more per gallon than they were last month. My @morningjoe e Chart
Interior Secretary Teams with French Oil CEO Against Offshore Wind
HOUSTON — Interior Secretary Doug Burgum shared a stage Monday with the CEO of a French oil giant to take aim at offshore wind — a rare alignment between a government and a private company. https://t.co/yTj5IR5OwH via @axios
Oil Expert Claims Hormuz Strait Unnecessary, Misreads Market
Guy who clearly understands how oil markets work: "see, we never needed the Strait of Hormuz 😏"
Elevate Renewables to Build 600MWh New Jersey Battery Storage
Elevate Renewables developing 600MWh New Jersey BESS through state’s energy storage programme #energysky -- via Energy Storage News: https://t.co/VU9uoJjmEW
Energy Security Now Outweighs Emissions, Raising Costs
Energy security will cost more Policymakers and consumers want energy to be reliable, affordable and sustainable, but there are trade-offs between these objectives, requiring prioritisation, a challenge often described as the “energy trilemma”. The relative emphasis attached to these objectives...
Sulphur Prices Surge 40% Amid Existing Deficit
Sulphur prices now up 40% since before the Iran War Unlike oil, the sulphur market was already in severe deficit https://t.co/gMiE3tcho5
Germany Prioritizes Energy Affordability and Security
German Energy Minister Katherina Reiche: “Energy affordability and security have to come to the front.” #CERAWeek
Google Secures PPAs for 400 MW Texas Solar Portfolio
Google signs PPAs on 400-MW Texas solar project portfolio #energysky -- via Solar Power World: https://t.co/7bViy4vPfL
TotalEnergies Accepts Trump’s $1 B Offshore Wind Exit Offer
TotalEnergies Takes Up Trump’s $1 Billion Offer to Exit Offshore Wind #energysky -- via Heatmap News https://t.co/ApY6rOsRWt https://t.co/bpgjbtpiDu
Record Gas Prices Under Biden: How High Did They Reach?
Asking for a friend ... how high did gas prices climb under Joe Biden? https://t.co/sCX5DwSKWz
Inverter Cyber Attacks Surge Amid Expanding Solar Threats
Solar cyber threats expand, but inverters still stay in the crosshairs #energysky -- via pv magazine usa: https://t.co/zoWwiHb0Db
Middle East Turmoil Threatens Billions, Not Profits
People think high oil prices will be good for oil companies. Exxon expected to lose $5billion/yr based on Middle East damage so far. Shell's Pearl GTL will be shut for a year. Exxon gets 20% of its oil & gas...
Grid‑forming BESS to Stabilize Australian Hyperscale Data Centers
Grid-forming BESS set to stabilize Australia’s hyperscale data centers #energysky -- via pv magazine global: https://t.co/NMhr7SsJSJ https://t.co/wI37g0CtVc
EU Delays Announcement of Russian Oil Phase‑out Timeline
BRUSSELS, March 24 (Reuters) - The European Union does not have a new date to communicate regarding its plan to fully phase out Russian oil, previously scheduled for April 15, Commission spokesperson Anna-Kaisa Itkonen said on Tuesday.
Hormuz Closure Threatens 15 Million‑
Is the Strait of Hormuz still closed and will the global oil industry drain down ~15 million barrels of petroleum stocks outside the Middle East today alone because of it? https://t.co/YQqTHgKaN9
Oil Prices Stay High Amid Ongoing Iran Conflict
I talked to @kairyssdal on @Marketplace yesterday about the latest developments in oil and what to make of the latest switcheroo in the conflict with Iran. I don't think this conflict is over by a long shot, so I doubt...
Unlock 40% Grid Capacity with Sensors and Batteries
We measure the capacity of our transmission grid using a slide rule. Modern sensors unlock 40% more capacity that's already there. Add batteries on both sides of the grid and you solve congestion at 90% less cost. The tech has existed for...
Middle East Conflict Will Drive Long-Term Energy Price Surge
Why the war in the Middle East will have long term impacts on energy prices and our energy security. I talked to TRT World last night. https://t.co/Tia1QYZDBJ
Oil Prices Fueled More by Conflict Expectations Than Supply
The oil price is a combination of two things: (i) a physical shortage of oil in the here and now; and (ii) expectations for how long this conflict lasts. The latter channel is by far the more important one in...
Fuel Price Surge Echoes 2008, 2022, Threatens Equities
Gasoline, Diesel Price Surges May Mirror 2008, 2022 - US average gasoline and diesel prices have approached the $4 and $5 a gallon thresholds, raising the prospect of greater consumer and economic stress -- and peaks akin to 2008 and...
Aging Grid Threatens Security Amid Weather, Cyber Risks
JPMorgan Chase & Co. says aging, run-down grid infrastructure now risks undermining security goals, with everything from extreme weather to cyberattacks posing a growing threat. https://t.co/7x2Dguwv4W
Naphtha Shortage Halts Plants, Sends Asian Markets Tumbling
"Petrochemical Shutdowns Spark Industry Shock, Asian Markets Plunge: Naphtha shortages force South Korea, Japan plant halts as Asian stocks crash amid supply fears" https://t.co/SZ6pwkCiSi https://t.co/se32khyggJ
Germany Seeks Global Gas Suppliers Beyond the US
German Economy Minister Katherina Reiche is pushing gas companies to diversify beyond the US 🇩🇪 🚢 Reiche said Germany is also pursuing agreements with Angola, Mexico, Canada and other suppliers worldwide https://t.co/YsSeBtLmvB https://t.co/RPngivFPz4
Amazon, Lidl Team with UK to Boost Solar Panel Sales
Amazon and Lidl are working with the UK government to clear the way to sell plug-in solar panels for the first time. In response to the conflict in Iran, which sent fossil fuel prices soaring, the UK Department for Energy Security...
Asia's Jet Fuel Demand Crumbling, Oil Outlook Dims
GS: Increasing Evidence of Oil Demand Destruction, Especially in Asia and for Jet Fuel https://t.co/ZXj2aGuaMX
1ha Solar and Battery Powers Remote Indigenous Communities
There's 1000-1500 MWh/year (varies by location) Back of envelope: ~3MWh day from 600kW Add a 2MWh battery, and we're done https://t.co/bwagWj8doa
Fuel Shortages Stem From Hoarding, Not Just Demand
Hoarding creates the fuel supply problem All "servos out of petrol stories" ought be accompanied by specific mention of which fuel - otherwise they're just click-bait What aren't more stories reporting and shaming the hoarders? https://t.co/2PxaL3xXgP
UK New Homes Still Rely on Gas Over Heat Pumps
"It is outrageous that people will be buying homes that are expensively heated with gas when we have perfectly good technology – heat pumps – that can be installed instead." My comments @theguardian.com new homes in the UK still using...
Rapid EV Adoption Slashes Nations' Oil Dependence
When these countries decided to swap to electric vehicles, they just did And it doesn't seem to take long They won't be having much of a crisis of oil (still some, just not as much Graphs by @leRaffl https://t.co/pwbx23EBnH https://t.co/uEcG9YrpIJ
Pakistan Faces Energy Crunch as Qatar LNG Supply Dries
Almost 99% of Pakistan’s LNG imports came from Qatar last year. Now, PAK import terminals are close to shutting down. Pakistan may be forced to turn to more EXPENSIVE and DIRTIER furnace oil to generate power. PAKISTAN SHOULD SEND A BILL FOR...
Mysterious VLCC Transits Strait of Hormuz with 2M Barrels
A VLCC laden with 2 million barrels of Basrah crude successfully transited the Strait of Hormuz. How? We still don’t know. All we know is AIS signal off when it crossed. https://t.co/MAsl9PyQhK
Argentina Launches BESS Tender, Heralds New Energy Era
Exclusive interview: Argentina’s Energy Secretary on BESS tender and new era for country’s energy sector #energysky -- via Energy Storage News: https://t.co/WuwKJsoyeP
Robin Zeng Claims US EV Market Needs CATL Tech
The Chinese Billionaire Who Says America’s EV Market Is Doomed Without Him—Robin Zeng of CATL can’t build a factory in America, but Ford and GM rely on its technology @Kubota_Yoko @christopherotts https://t.co/tIRVSfDXPe https://t.co/tIRVSfDXPe
Global Solar Stories: Iran, Oregon, Balcony Installations
Volts community thread #28: Iran, Bend OR, balcony solar & more #energysky -- via Volts/David Roberts: https://t.co/KuPKbRqZOY https://t.co/Gg0SY1UgTm
Record Efficiency Reached in Perovskite‑Silicon Triple‑Junction Cells
Record efficiency achieved for perovskite-silicon triple-junction solar cells by @EPFL_en @TechXplore_com Learn more: https://t.co/sZXYSMQ1KF #Sustainability #TechForGood #CleanEnergy https://t.co/ykexA5vACR
US Lifts Iran Sanctions, Hides Oil Shock Miscalculations
The US never thought through the possibility of an oil shock before its attacks, says @BarakRavid That's why it's lifting sanctions on Iran's oil That's not strategy That's trying to hide your mistakes And Iran still gets value from those barrels one way...
Sweden Builds Road that Powers EVs While Driving
Charging on the Move: Sweden’s Road That Powers Electric Vehicles as They Drive by @MikeHudema #Sustainability #ClimateTech #TechForGood #CleanEnergy https://t.co/HSt7CoPtIT
Third Manipulation Spike Pushes Brent to $104
Now, after the third incident of price manipulation, oil prices are rising again. Bent is about $104/b.
Malaysia's CRESS Shifts Excess Energy to Contract Model
Do you know there are changes to Malaysia’s RE schemes? Effective late 2025–2026 ⇒ On 29 Dec 2025, the Energy Commission revised the Corporate Renewable Energy Supply Scheme (CRESS) Guidelines, shifting excess‑energy treatment from “free to grid” to being contract‑based under...
Paper Brent Futures Mislead; Spot Prices Already $150
Brent futures at $110 does not mean $150 is “theater” @robin_j_brooks Spot barrels & products are already trading there. The paper market ≠ physical market Put the esoteric models in the trash & ask any oil trader what's true #Brent #Oil #SpotMarket #Futures...
Russian Terminal Hit, Damage Not as Catastrophic as Claimed
1 mmb/d Russian export terminal seriously damaged by Ukrainian drone attack @CaolanReports claim that it's been "blown up" & "will take forever to repair" are speculative click bait #Russia #Ukraine #Primorsk #Oil #CrudeOil #EnergyMarkets #Baltic #Drones #Geopolitics #OOTT
Rising Pressure to Boost Energy Efficiency for Household Resilience
Pressure mounts to power up energy efficiency, to unplug households from global energy shocks #energysky -- via Renew Economy: https://t.co/b9JByKhled https://t.co/Yj1bHP7IrG
Japan's Oil Imports Mostly Middle East, Review Ordered
"Takaichi Orders Review of Entire Supply Chain for Oil Products" I suspect the review will find that about 90-95% of #Japan’s oil imports come from Middle Eastern countries... https://t.co/hjPmFeOPov
Singapore Jet Fuel Spike Signals System‑Wide Oil Stress
Singapore jet at $230 a barrel tells you where the stress is showing up first Jet has been ground zero, then naphtha and fuel oil, with diesel next & gasoline last The whole barrel is now under stress. It's a system-wide shock #JetFuel...
No New Pressures, Gas Prices Likely Stay Low
Well at least there’s nothing else going on that would drive the price of gas higher
Interstate Objectors Submit Battery Approval
Green light for network big battery sent to regulator by interstate and long-distance objectors #energysky -- via Renew Economy: https://t.co/9QKJ0Dn1JO https://t.co/cw8jEVYTGx
Strait of Hormuz: Tiny Passage, Massive Oil Impact
I’m wondering if the news media can muster up an article or report about the Strait of Hormuz, how big it is at its narrowest point and why it’s such a critically strategic waterway to oil trade…. I haven’t heard...
Oil Market Reset: Billion-Barrel Loss Raises Prices Permanently
The world has lost nearly a billion barrels of oil production, writes @ericnuttall They're gone for good That resets the baseline for oil prices The idea that crude just slides back to $60 once the shooting stops reflects a PROFOUND IGNORANCE about...
Rio Tinto Scraps Smelter Repowering, Cuts Dec
Rio Tinto “farms out” smelter repowering as decarbonisation division gets the axe #energysky -- via Renew Economy: https://t.co/vfMB7F6fLe https://t.co/f0NDuzschk