Tehran Blackouts Unverified, Not Confirmed US Strike
Blackouts in Tehran are not proof that the US has struck the city's electrical grid @JesseCohenInv It's possible but unverified. It's also well ahead of Trump's threatened 48 hours. #Iran #Tehran #Trump #Blackout #Airstrikes #Geopolitics #Misinformation #MiddleEast #Verification #BreakingNews
U.S. LNG Gains vs Gulf Instability’s Massive Blowback
Gulf insecurity can serve U.S. LNG and geopolitical interests, writes @anasalhajji This is an alternative view that should be taken seriously My take is that it goes too far in treating strategic benefit as proof of strategic design The blowback to the...
Austria Could Generate 90 TWh via Agrivoltaics on 5‑16% Cropland
Austria could harness 90 TWh of agrivoltaics using 5–16% of cropland #energysky -- via pv magazine global: https://t.co/2FuA0BpnDS https://t.co/6Ucd7AkD5L
Kharg Island Seizure Won’t Halt Iran’s Oil Exports
[MUST READ] Iran’s Kharg Island - U.S. seizure would not necessarily end exports or re-open the Strait: https://t.co/yRYH1g1UAM
Indian Tanker Pays in Yuan, Signaling Petro‑Yuan Market Rise
And Indian tanker has reportedly paid in Chinese yuan. Welcome to the #petroYuan market (thanks donald)
Ground Ops on Hormuz Islands May Outperform Kharg Target
Why the fixation Kharg Island? I assume it's because they think they can cut off Iran's source of income this way. But perhaps should consider ground operations on Islands in strait of Hormuz? Might be more effective for opening the...
EV Owners Forget Gas Stations Offer Instant, Universal Refueling
What's a gas station? I just plug my car in at home. You mean you have to ... go somewhere special to add range to your car? How interesting.
Saudi Arabia Activates Hidden Pipeline to Secure Oil Flow
Saudi Arabia rolls out key contingency plan to keep the oil flowing: a decades-old pipeline the world didn’t know it needed until today. Fantastic piece from our colleagues, check it out below. 🔉on (And ya, how cool is the power...
Australia Boosts Fuel Security Amid Global Oil Turmoil
Warm and constructive meeting with Australia’s Energy Minister, Chris Bowen, in Canberra this morning. We covered the situation in global oil & gas markets amid the war in the Middle East and the steps 🇦🇺 is taking to strengthen fuel...
Middle East LNG Shipments to Cease in 10 Days
Finacial Times. LNG from the Middle East expected to stop within 10 days. More supply and maritime problems ahead.
Lock in $5 per Gasoline Can via Spot Arbitrage
You can hold that garbage can full of gasoline and wait for higher prices, but risk Trump TACOing and prices dumping. Or you can simply sell the garbage can of gasoline into spot and buy the same garbage can back for...
US‑backed Iranian Oil Flow Dampens Price Spike
After all the hype over the weekend about escalation, you'd have thought oil prices would spike on tonight's open. But no sign of that. What matters are actions, not words. And those are that Iranian oil is flowing through SoH...
Thailand Revives Mothballed Coal Plants, Curbing LNG Prices
More evidence of Asian counties performing a LNG-to-coal fuel switch: Thailand has reactivated two coal-fired units that had been mothballed. The switch is important to put a lid on global LNG (and European gas) prices. https://t.co/qqyd5NrZQ8
New Framework Delivers Unprecedented SCADA Cybersecurity
New framework promises unprecedented level of cybersecurity for SCADA systems #energysky -- via pv magazine global: https://t.co/WiAfR3TSL6
Goldman Lifts 2026 Oil Forecasts Amid Hormuz Slowdown
GOLDMAN: “We upgrade our price forecast for two reasons. First, we now assume that Hormuz flows remain at only 5% of normal levels for a longer 6-week period before a gradual 1-month recovery. Second, a recognition of the risks from...
US Gains Massive Advantage From Hormuz Strait Closure
The US benefits from the closing of the Hormuz Strait are 'tremendous,' expert says https://t.co/KX4da2Twrp
Four‑hour Battery Queues for Federal Green Tick
New four-hour big battery joins queue for federal green tick, backed by local landowners #energysky -- via Renew Economy: https://t.co/MVliiOTRC7 https://t.co/8v0HnDfrTF
New National Standards Raise Data Centre Energy, Water Benchmarks
BYO renewables: New national principles set bar for data centre energy and water use #energysky -- via Renew Economy: https://t.co/ejhCebl4Mr https://t.co/qxFK22lc3e
California Batteries Power Significant Evening Electricity Supply
Batteries (purple) in CA already a significant part of the electricity supply in the evenings. And even a little in the early morning. https://t.co/zBs7Yb51Qy https://t.co/h8vRfr4sXx
Australian-Backed Rooftop Solar Powers Remote Samoa
Australia-backed rooftop solar to power remote Samoan communities #energysky -- via pv magazine global: https://t.co/tbaM3Iwf0s https://t.co/GFAcZQNY94
Polymarket Predicts 28% Chance Hormuz Reopens by April
Polymarket, a large prediction market, shows only a 28% chance that the Strait of Hormuz will open for normal traffic by the end of April. TRUMP & NETANYAHU’S WAR ON IRAN = MASSIVE COSTS. https://t.co/slk6gIZTUJ
Iran's Petrodollar Attack Meets 10 M
"Iran is going after the petrodollar system" Brother, they've already shut in 10 million barrels per day of Gulf crude oil production capacity. What petro?
Quebec-Queens Hydropower Line Could Light One Million NYC Homes
"Hydropower Line From Quebec to Queens Could Power a Million N.Y.C. Homes" https://t.co/CEfzSRT1cG "Its construction included the underwater installation of more than two million feet of cable imported from Sweden" https://t.co/xqTcpfviM5
Airlines' Abandoned Fuel Hedges Signal Rising Ticket Prices
Oh no! US airlines are no longer hedged against oil price shocks. Now we will all be paying in higher fares. Just like PJM states who didn't hedge against the recent increase. And California in 2000-2001. Hindsight is 20-20 but...
Nanostructured Silicon May Surpass Shockley‑Queisser Solar Limit
Nanostructured silicon could push solar cells beyond Shockley–Queisser limit #energysky -- via pv magazine global: https://t.co/3gDJBe2BOt https://t.co/QQOp2n12dC
Trump Uses Iran Grid Threat to Bait NATO
Is Trump’s threat to destroy Iran's power grid a gambit to pull NATO and Europe into the Strait of Hormuz? It’s a smart leverage point, given that Europe and Turkey are the ones most vulnerable to a new refugee crisis.
Dollar-Oil Surge Cripples Emerging Markets, Unmodeled Squeeze
DXY up 3% in a month on safe-haven demand. Oil up 50%. Dollar up AND oil up simultaneously. Emerging markets are getting crushed from both sides. This is the squeeze nobody is modeling. https://t.co/xogAtPGq0m
Panic Undermines All Oil Market Stabilization Attempts
Ever wondered what’s really behind the complete failure of all oil-market stabilization efforts? elow is one source of the panic that nullify the impact on any mitigation that I talk about here: https://t.co/P9npOEgoFO
Waiving Restrictions Lets Putin Sell Oil at 2022‑level Prices
By what? Giving waver to Putin to sell his oil freely at prices we have not see since 2022? 😉
War Triggers Soaring Commodity Prices, Gas up 85%
Price increases since the start of the Iran war... European Natural Gas: +85% Heating Oil: +80% Brent Crude Oil: +54% Urea: +48% WTI Crude Oil: +46% Gasoline: +44% Diesel: +42% Sulfur: +25% Coal: +24% Fertilizer: +23% Palm Oil: +13% US Natural Gas: +8% Iron Ore: +7% Rice: +7%
Grid Collapse Sparks Propane, Then Water Wars Amid Unprecedented Heat
What happens when the grid fails? Prediction: propane wars will precede water wars... you'll want to keep those emergency generators for AC running until you die of thirst.
Japan Harvests Power From Footsteps with Piezo Tiles
#WhatsNext? Electricity from walking? Japan is using piezoelectric floor tiles to generate clean electricity one step at a time. (Interesting World) #Alternate #Energy #JVGpost https://t.co/yp7Ce1RXGg
Europe Faces Jet Fuel Shortage Amid Kuwait Strikes
Forget TSA lines, the real problem with air travel in the coming weeks is fuel. Some cargoes are already diverting toward the U.S. on a Jones Act waiver, so domestic travel might hold. Europe? Different story. About 1.77M barrels/day of jet fuel...
Renewables Lower Electricity Prices, Not Increase Them
Everything this guy says is fake or misleading. The chart is one of taxes, not RE cost https://t.co/LxtCmfzTkR RE correlates with lower, not higher, electricity prices. Of the 14 states meeting 50-124% of demand with WWS, 12 are 2-5...
Weekend Read: Paul Krugman on the Hormuz Shock
As a first for me, I'm recommending @paulkrugman as a weekend read/listen. @robin_j_brooks makes it possible with a discussion on the Hormuz shock. https://t.co/aQ64hxAHxb
Oil Announcements: Hype Unveiled, Real Market Moves
The Oil Shell Game: Peeling Away the Bluster of the Latest Oil Announcements. Trade. https://t.co/FyQ7lGbyR5
Iran's Strike on Qatar Threatens Gulf Energy Supply
Iran struck Qatar's gas infrastructure. Qatar is the world's largest LNG exporter. This isn't just oil at risk. It's the entire Gulf energy supply chain. $XLE is at all-time highs for a reason. https://t.co/7TjuVfAelG
Capturing Kharg Island Won’t Halt Iran’s Oil Flow
KHARG ISLAND — a thread: Trump has talked about taking Iran's Kharg Island for 40 years. The problem? Capturing it won't shut down Iran’s entire oil export system. And thus it won't lead to Hormuz re-opening fast enough. 🧵1/10 @Opinion FREE-TO-READ: https://t.co/ZOYtq3KESE https://t.co/xtLBqPShB6
Renewables Are the Answer to Geopolitical Energy Spikes
If Trump does on Monday what he has threatened, oil and ‘natural’ gas prices will absolutely skyrocket. Iran isnt going to open the Strait of Hormuz. Destroying all their energy infrastructure will only entrench their resolve to keep it closed. There’s...
US Gas Prices Shifted to Brent‑Only Influence After 2010
"U.S. retail gasoline prices respond to Brent and WTI before January 2010 and then only to Brent afterwards." (Note: this study is from 2019)
Bombing Iran's Power Grid Is a Terrible Idea
My response to Trump’s threat to bomb Iran’s electric grid is simple: Don’t. My latest. Link is below. https://t.co/kLs8lfC8Or
Oil Price Panic Scenarios Need Impossible Export Collapse
Of course you can paint all kinds of horror scenarios for oil prices. But they require two things: (i) a collapse in oil export volumes out of the Gulf from current levels near 10 mmb/d; (ii) a price elasticity of...
Iranian Oil Claim Covers only One Week, Now Week Four
Even if this were true (which, naw), the 140 million barrels of Iranian oil on water Bessent cites here would offset roughly one week of Hormuz stoppage. We’re now in week 4.
Iran's Hormuz Threat Emerges as Top Market Risk
⚠️ Iran threatening to shut down the Strait of Hormuz is NOT just geopolitical noise. It’s the single biggest macro risk in the market right now. ~20% of global oil flows through that choke point. If it closes: • Oil spikes • Inflation rebounds • Risk...
China Faces Gas Shortfall as Gulf LNG Runs Out
"World faces gas supply cliff edge as Gulf’s final LNG shipments approach ports" https://t.co/OjcnxXcs8a "China gets 30 per cent of its LNG from the Gulf but has some domestic gas production and can switch to coal-fired power generation if needed." https://t.co/ikbgxbUPhV
White House Must Reopen Strait of Hormuz Quickly
"To expect it to cave in today... ignores past lessons. And unlike the Islamic Republic, the White House doesn’t have the benefit of time. It needs to reopen the Strait of Hormuz in days or, at worst, weeks." - @JavierBlas...
Satellite Shows Iran Exporting Oil with US Backing
Iran’s Kharg Island as seen **today** by the @CopernicusEU Sentinel-2 satellite. Iran is loading multiple tankers, exporting oil and making $$$ — now, with the help of the White House. The idea that Trump admin is using Iranian oil barrels...
Chinese PV Wafer Prices Drop Amid Weak Demand
Chinese PV Industry Brief: Wafer prices fall on weak demand #energysky -- via pv magazine global: https://t.co/Lzcqrequzf
Decarbonization Rush Under China Increases Human Suffering
One result will be the human toll during the painful rush to decarbonize under Chinese hegemony (industrial base for that is there). This is probably baked in by now though depth of suffering depends on how and when this phase...
US‑backed Tankers Keep Loading at Kharg Despite Tensions
Threats are flying between the US and Iran, but what matters for oil prices isn't words but deeds. Those deeds are that big oil tankers with capacity of 2 million barrels keep docking at Kharg Island to fill up. This...