Kuwait Power Cuts Caused by Intercepted Rocket Debris
Power outages have affected several areas in Kuwait after falling debris from intercepted rockets or drones damaged and cut power lines
Floating Storage Delays Iranian Oil Sales, Relief Unlikely.
Despite some accounts on this app implying that all oil that Iran has shipped is already sold…that is not the case. Some oil is shipped and is floating storage…to then be sold later. This does not mean the USTs...
Questioning Preferential LNG Export Priorities Over Market Bidding
Wait, why are we giving anyone special priority to our LNG exports. Why aren’t we selling it to the highest bidder?
Voltage and Oscillation Triggered Iberian Blackout, ENTSO‑E Reports
Combination of voltage and oscillation caused Iberian blackout, says ENTSO-E report #energysky -- via pv-tech: https://t.co/WybuodVmK9
US Battery Production Surge Powers Grid Expansion
Suddenly, the US manufactures a ton of grid batteries #energysky -- via Canary Media: https://t.co/1sjR9THvtK
Ohio Solar Project Rejection Sparks Process Concerns, Climate Group Warns
Rejected 94MW Ohio solar project ‘raises serious questions’ about process, climate group says #energysky -- via pv-tech: https://t.co/8mqhPBBRBg
Higher WWS Share Cuts U.S. Electricity Prices
Increasing wind-water-solar (WWS) on the electricity grid decreases electricity prices - 2025 data from 50 U.S. states States with 33-124% of demand met by WWS have electricity prices averaging 2.9 cents/kWh below those with <33% WWS. Results statistically significant. https://t.co/kEDy3HQltg
NY Climate Law Falters Amid Affordability Politics
New York’s Climate Law Is Cracking Under the Weight of Affordability Politics #energysky -- via Heatmap News https://t.co/k6pq08YrtN https://t.co/v1kTW5Fyr9
Arab Light Crude Export Routes From Saudi West Ports
Tankers carrying Arab light crude from the Western ports of Saudi Arabia Mapf rom @Kpler https://t.co/FT5mVn08sk
Pay‑not‑to‑play Scheme to Block Offshore Wind Wastes Taxpayer Money
“Using a pay-not-to-play scheme to pressure a company to not build offshore wind is an outrageous abuse of taxpayer dollars”
Community Solar and Battery Project Launches After 12 Years
Pioneering community solar and battery project launches after “12 years of hard work” #energysky -- via Renew Economy: https://t.co/FD3yT4CRwt https://t.co/bmZFQ5hfhQ
U.S. Gains Most From Hormuz Crisis, Timing Crucial
No matter how you slice it, the United States stands to gain the most from the Hormuz crisis—but keep the timeframes separate, or the picture gets muddled fast. 👇👇👇
Middle Eastern LNG Delayed to June, Oil Hoarding Risks Rise
Middle Eastern liquified natural gas (LNG) might not come to Europe till June, and why speculative hoarding of oil is a serious concern going forward, per top shipping/energy hedge fund in shipping and energy trading A must watch
Sweden Trials eRoadArlanda: Charging EVs on the Move
Sweden Tests eRoadArlanda Electrified Road That Charges #EVs While Driving by @_fluxfeeds #EmergingTech #Technology #Innovation #Tech https://t.co/beRq3hfFwZ
Ann Arbor to Launch Its Own Clean Energy Utility
Ann Arbor, Michigan, prepares to launch its own clean energy utility #energysky -- via Canary Media: https://t.co/BKweRPU2zr
CERAWeek Highlights: Fusion, AI, and Energy Insights
👀ICYMI: Here's this morning's @axios Future of Energy newsletter from #CERAWeek, the Catalina Wine Mixer of western hemisphere #energy conferences. Some behind-the-scenes color, a fusion scoop, AI news, and more. Link in next post. #LNG #OOTT
Debating Grid Buildout vs Utilization: Defining Conversation Parameters
I've been watching a really interesting debate here on grid buildout vs grid utilization. This week on Open Circuit, I've got @BrianJanous and @CarolineBGolin together on the show to hash this out. Where should I focus the parameters of the...
Selective Long on Rig-Count Breakout Amid HMH IPO
HMH files $231.4M US IPO (10.5M sh @ $19–22). Macro: energy recovery lifts services. Key: drilling-equipment focus; led by J.P. Morgan/Piper Sandler/Evercore. Risks: cyclicality, oil-price volatility. Trade: selective long on rig-count breakout 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Brent Oil Faces Bearish Turn Near $112 Resistance
#BrentOil Comp big Down Candle and Bearish Engulfing. Resistance $112.1. Support $91.8, $84, $80, $69.2. Near MACD Bear Cross. RSI 63 dropped from Overbought. Top Bollinger Band $107.9. Midpoint Line $97.7. Bottom Band $87.4.
Markets Still Price Oil Disruptions, Extreme Scenarios Unlikely
"We are still seeing markets pricing some degree of oil disruptions. The worst scenarios are off the table, but also the best ones." @austincampbell https://t.co/Mn06ovDktZ
US Solar Module Prices Set to Rise Until 2027
Intertek forecasts higher US solar module prices through 2027 #energysky -- via pv magazine global: https://t.co/WxyHO8ib5x
Repowering Wind Farms Doubles Output on Unchanged Land
Plus, you can get twice the power out of the same land simply by repowering existing wind farms. https://t.co/WSQ69VU0c5
Oil Prices Slip Despite Months-Long Supply Recovery
By now, everyone knows it will take months for oil supplies to recover from this fiasco. And yet the oil price dropped pretty sharply on today's fake TACO. That seems significant to me...maybe, if we get a proper resolution, markets...
Report Misused to Push Oil Sands Expansion, Ignoring Key Data
New Pipeline Report Misused by Danielle Smith to Justify Oil Sands Expansion Economists Peter Tertzakian and Mark Parsons (atbfinancial) ignore key variables that undermine, perhaps negate, projected gains. Was it intentional? You decide. #abpoli #ableg https://markhamhislop.substack.com/p/new-pipeline-report-misused-by-danielle
Brent Crude Slides Below $100, Still Above Pre‑crisis Levels
CHART OF THE DAY: Brent crude oil has settled today below $100 a barrel (at $99.94 a barrel). As the chart shows, still way higher than pre-crisis levels, but also well below the peak reached during the early days of...
Trump Admin Pays $1B to Halt Wind, Boost Oil Projects
This is about as sick as it gets. Trump Administration to Pay $1 Billion to Energy Giant to Cancel Wind Farms. In exchange, the French company TotalEnergies would invest in oil and natural gas projects in Texas and elsewhere. https://t.co/2VC6NSQv9N
IEA's Record Release Fails to Dent $110 Oil Price
IEA released 400 million barrels. The largest emergency release in history. Oil is STILL above $110. $112.76 Brent right now. When the biggest intervention ever can't move price, the supply damage is real. $XLE https://t.co/dls2Gube4l
Breakthrough Institute Files Amicus Supporting Trump's Fossil Push
Just to demonstrate once and for all that the Breakthrough Institute (@TheBTI) is a climate-denying, pro-fossil/nuc group, here is their "Amicus Brief," authored by (led by Nordhaus & Trembath) supporting Trump's Executive Orders Unleashing Fossil Fuels https://t.co/l9xcTFk2qA
Jet Fuel Costs Double, Sparking Airline Crisis
Jet fuel prices have DOUBLED to over $200/barrel since the Iran war. Asian airlines and energy suppliers face MAJOR SHORTAGES. SIGNS OF A MAJOR CRISIS ARE APPEARING: Thousands of flights have already been canceled AIRLINES SHOULD SEND A BILL FOR DAMAGES TO...
Markets Underprice Prolonged Iran Conflict, Expect Sharp Correction
Month two. No de-escalation. More troops. Kharg Island occupation being planned. In my experience, markets that price short conflicts and get long ones reprice quickly and painfully. Kharg Island handles 90%+ of Iran's oil exports. The implicit assumption built into current market prices...
Satellites Spot Surge in Flaring After Iran Attack
War unleashes many horrors, including environmental ones. Satellites are starting to reveal the details. https://www.bloomberg.com/news/articles/2026-03-23/iran-war-missile-attack-on-ras-laffan-spurs-increased-flaring-satellites-show
Short‑Term Inflation Peaks as Oil Prices Stall
Non-consensus view here @fejau_inc @qthomp ... Feels like short term inflation expectations are likely making a top here. Obviously this has a lot to do with oil. If oil can't go any higher on the headlines now, time to pay attention.......
Airstrikes and Hormuz Closure Boost Gas Emissions
Gas infrastructure is spewing methane and carbon dioxide into the atmosphere as airstrikes intensify and the Strait of Hormuz remains closed. https://t.co/XysNBe1tfC
WTI Poised for Biggest Drop Yet, Still
Depending on where the WTI crude oil front month closes the day, we are looking at either the biggest single-day drop since Jun 23, 2025 or Mar 9, 2022. Either way...massive day...and yet still over 36% higher than the 200-day...
Oil Forecasts Diverge: $200 vs Under $75 per Barrel
7am: I have a new model that shows oil will be $200/barrel by spring break 9am: I have a new model that shows oil will be under $75/barrel by spring break
Middle East Conflict Spikes Gas Flaring, Boosting Emissions
The conflict in the Middle East appears to have forced some oil and gas companies to directly burn off more natural gas than usual at their facilities, releasing planet-warming pollution into the atmosphere https://t.co/HkXsn5239y
Iran Discovers Strait of Hormuz Leverage Is Unreliable
As with its nuclear program, Iran can not unlearnt new knowledge. And Tehran has learnt lots in the last 4 weeks. Iran assumed the Strait of Hormuz gave it a lever. But its effectiveness was unproven, and it didn’t know...
US Sharply Criticizes EU Methane Import Regulations
The US doubled down on its criticism of the EU's rules to curb methane emissions from its oil and gas imports https://t.co/9WCmSzRg2D
Fed Reacts Differently to Oil Price Shocks
I used Claude to draw a chart that captures how I see the Fed's asymmetric reaction function towards oil. https://t.co/q9WcR7aCNC
WSJ Map Highlights Gulf’s Critical Energy Asset Damage
Nice map in the WSJ of the Critical Energy Assets hit in the Gulf, featured on today's Chartbook Top Links: https://t.co/2Hu6dMxKBE
CERAWeek's Chart Set to Dominate Energy Discussions
World's top energy executives are meeting in Houston for the annual CERAWeek conference this week. I hope this chart is the talk of town.
U.S. Swaps Offshore Wind Lease for Oil, Cites Security
In an effort to halt new offshore wind development, the U.S. announced today a deal with TotalEnergies to redirect the $1 billion the energy giant paid for an offshore wind lease and put it toward U.S. oil and gas projects....
EPA to Announce Biofuel Blending Quota Before Month-End
🇺🇸Reuters reporting just now that EPA Administrator Lee Zeldin says U.S. biofuel blending quota announcement will be made "before the end of the month." This increases the odds that it coincides with the White House's celebration of agriculture event on Friday.
Oil Prices Fluctuate; Trade Real‑Time Predictions on Hyperliquid
$92… no $110… wait $75… now $87 a barrel Now trading — Crude Oil (Brent & WTI) Powered by @HyperliquidX 24/7 oil markets, users can trade monthly, weekly, and daily Predictions 🛢️ https://t.co/7TwArSgY9T
Oil Prices Retreat to Reaction Lows, Gasoline Dips
Oil sinking back toward those reaction lows... WTI $87 Brent $99 Gasoline futures down 36 cents https://t.co/68SjGUaFW0
Anticipating Launch of TAHCO Oil Control Venture
I’m looking forward to the official launch of the “Trump Ayatollah Hormuz Control for Oil” joint-venture. Otherwise known as as the TAHCO.
Gulf Shut‑ins Could Cut 200 M Barrels in First Month
Current Gulf production shut ins alone, if held at current levels through end-March, will result in roughly 200 million barrels of crude *not being produced* over the first ~30 days of the Iran War Not simply displaced supply, but barrels that...
XLE Soars 31.8% as Middle East Energy Hits Hard
IEA confirmed it. 40+ Middle East energy assets severely damaged. Not 1. Not 5. Forty. $XLE is the only S&P sector positive since war began. +31.8% YTD. Everyone else is still pretending this is temporary. https://t.co/5G2vuSlSjh
US‑Israeli Strike Closes Hormuz, Triggers Global Gas Crisis
Thanks to the US-Israeli attack on Iran, the Strait of Hormuz is ‘closed’. As a result, countries worldwide are facing a gas supply CLIFF-EDGE. LNG from Qatar is NOWHERE TO BE FOUND. US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/qE8zgTwxgC
Strait Closure Triggers Universal Refined‑petroleum Supply Shock
I spoke with @GaryBohm5 'Metals and Miners' about the closure of the Strait: "It will affect everything that's produced by refined petroleum: the chemical and plastics industry, fertilizer. This supply shock will ripple through everything. There's nothing that isn't touched." https://t.co/SPZ9A1UMhy