Spain's Power Prices Rarely Linked to Gas, Unlike UK/Italy
Gas only sets Spain's electricity price 15% of the time. When gas costs spike it barely registers on the electricity bill. In countries like Italy and the UK gas sets the price 90% of the time. The difference is enormous. I spoke to @politico about this. https://t.co/B8jY4wOeCc
Rising Gas Prices Drag Down Discretionary Spending
Energy sector $XLE: +33% YTD Consumer Discretionary sector $XLY: -10% YTD Higher gas prices are expected to reduce discretionary spending. The more you spend at the pump, the less you have to spend elsewhere (travel, restaurants, clothing, etc.). Video: https://t.co/kTI1Olplo7
Sigenergy Launches 166 kW Inverter for C&I Solar
Sigenergy unveils 166 kW inverter for C&I solar #energysky -- via pv magazine global: https://t.co/8cg9ePcbMA
Iran Vows Retaliation Against US Energy, IT, Desalination Facilities
It’s the desalination plants, stupid. — Iran said that if its energy infrastructure is targeted, it will strike back at energy, IT and desalination facilities belonging to the United States and its allies in the region. https://t.co/gAFL9FJeZ2
California's Gas Supply Depends on Asian Petroleum Imports
What if Asia gets worried and stops sending petroleum to California. (Where did you think Californians get their gas since @GavinNewsom started closing oil refineries?)
Higher Oil Prices Won’t Spark US Drilling Surge
“Just because oil prices have spiked higher on geopolitical risk does not mean that US oil companies will drill baby drill"
Supply Chain Gaps Cripple Energy Despite Abundant Output
"The Waha market’s collapse underscores a pressing issue in global energy: Even when there’s enough raw-material output, many parts of the world lack the critical supply chains necessary to ship product where it’s needed" https://t.co/SUdaWtbJpH https://t.co/I9cYdXcGNR
Bombing Iran's Plants Equals De Facto Embargo, Says Analyst
If the US bombs Iran's power plants, there's no power to fill up oil tankers, so it's an embargo. Same with taking Kharg Island by force. Iran will stop exporting oil, so it's an embargo. Much better to do an...
UK Urged to Cap Energy Profits Amid Price Surge
The UK should consider temporarily capping the profits of energy companies to protect consumers as prices spike in the wake of the Iran conflict, a top government adviser says https://t.co/fNlKVlPQy2 https://t.co/Smfsfn7hi3
California's Anti‑refinery Stance Threatens Pacific Military Fuel Security
I’ve been accused of being too soft on @SecWar. Fine. Problem is his performance has been exceptional. But here’s where I’m livid: no serious DoW pressure on Newsom and the California Coastal Commission which are both getting massive support from China. Oil...
Historic 400M‑Barrel Release Won’t Ease Prices
400 million barrels. Largest emergency stockpile release in history. $BRN still at $112. The market is telling you exactly what it's pricing: this won't be enough. Think. https://t.co/t5SmTDXuzM
Targeting Iran's Power Plants Could Irreversibly Destroy Middle East Infrastructure
DUBAI, March 22 (Reuters) - Critical infrastructure and energy facilities in the Middle East could be "irreversibly destroyed" should Iranian power plants be targeted, Iran's Parliament Speaker Mohammad Baqer Qalibaf said in comments posted on X on Sunday.
Trump, Iran Threaten Gulf Energy Targets, Raising Global Crisis Risks
TEL AVIV/JERUSALEM/WASHINGTON, March 22 (Reuters) - U.S. President Donald Trump and Iran threatened to escalate their war by attacking energy facilities in the Gulf, a potential widening of hostilities which could deepen a regional crisis and add to concerns in...
Iran Vows to Strike Regional Energy Infrastructure After Trump Ultimatum
Iran responds to Trump’s 48-hour ultimatum: “… the critical infrastructure, energy infrastructure, and oil facilities throughout the region will be considered legitimate targets and will be destroyed…”
Miliband's North Sea Crackdown Appears Increasingly Senseless
The latest episode of Miliband is a moron. Miliband’s North Sea crackdown seems more senseless than ever https://t.co/6VIBbf0chb
Impending LNG Shortage Highlights Energy Security Risks
The last LNG tankers from the Gulf arrive in the next 10 days. After that, many countries face a sharp drop in supply. Qatar's Ras Laffan — 20% of global LNG — could be offline for 3-5 years. Fossil fuel...
Hormuz and Malacca Move Over 40% of Global Oil
The Strait of Hormuz and the Strait of Malacca combined handle more than 40% of all maritime oil trade. Source: Vizualytiks https://www.voronoiapp.com/trade/How-is-Oil-Transported-Globally-7879
Iran Rakes $2.5B From Oil Amid War
Aside the relaxation of US sanctions on Iranian oil, for Tehran the big win is the fact that >20 days into the war, it’s still exporting oil via Hormuz. At ~1.5m b/d (and assuming $85 a barrel) that’s a ~$2.5...
Middle East War Fuels Energy Nightmare, Says Reuters
Three weeks into the Middle East war, this is where we are from an energy point of view - a nightmare scenario. A weekend read from @Reuters https://t.co/xnlY5DLrvT
Germany Launches Four-Year, Income‑targeted BEV Subsidy Plan
Germany sets four-year BEV support for 2026–29 with income-based subsidies, plug-in limits, and a €3bn cap. https://www.metalnomist.com/2026/03/germany-sets-four-year-bev-support-for.html
Considering New Polls on the Strait of Hormuz
It feels like I should run a bunch of polls like this again, but about the Strait of Hormuz.
Ealing Council Launches Europe's Largest Passivhaus Housing Programme
"Ealing Council is now building more than 200 Passivhaus homes. The borough is becoming a hot spot for Passivhaus, with the West London Partnership’s new development on Bollo Lane poised to be the largest Passivhaus programme in Europe." #passivhaus https://t.co/fwO6GoZoAB
Opening Hormuz Won’t Instantly Resolve Iran‑Trump Tensions
If Iran—facing threats from President Trump—now announces that the Strait of Hormuz is OPEN, would that immediately end the crisis and get ships moving through it again? Why or why not?
Hormuz Tensions: Fear‑mongering Overshadows Real Energy
The Strait of Hormuz is the fuse for mass starvation This is World War III, says @Michael_Yon This is a serious situation but hyperbolic rhetoric is designed to stoke fear & panic Block the predators who sponsor this kind of garbage...
Houthis Threaten Dual Strait Disruption, Global Panic Looms
What if the Houthis enter the war, asks @citrinowicz ? A disruption at Bab el-Mandeb, on top of Hormuz, would turn global economic shock into panic #RedSea #Houthis #Hormuz #OilMarkets #SupplyShock #EnergySecurity #Trade #Geopolitics
Iran Crisis May Trigger Inequality Shock Through Corporate Price Gouging
Inequality shock is the next risk from the Iran crisis Shortages give dominant firms cover to raise prices, protect margins, and push the pain onto everyone else Hormuz could become not just an energy shock, but an inequality shock https://t.co/J5Rdjxc0KI #Inequality #Inflation #Hormuz #EnergyCrisis...
Power Grid Strike Would Spark Humanitarian Disaster, Not Clean Victory
Taking down Iran’s power grid would not be a clean military move, writes @ctindale t would hit water, refineries, hospitals, telecoms, transit, and industry all at once. That may weaken the state. It would also risk humanitarian collapse and damage that lasts...
Trump Can’t Count on TACO Amid Iran Hormuz Threat
TACO is not an option for Trump, writes @biancoresearch He can't leave Iran in control of Hormuz Crude won’t calm down and markets won’t recover. #IranWar #Hormuz #OilMarkets #EnergyCrisis #Trump #Geopolitics #Macro #MiddleEast
Oil and Gas Impact Will Hit Everyday Life Soon
These "oil and gas are in everything" graphics are about to get very real super quick for a lot of people. https://t.co/E0aKS1NR3z
Clear Skies Lift NE Europe Solar, Storms Cut West
Cold, clear skies boost northeastern Europe’s solar while storms dim the west #energysky -- via pv magazine global: https://t.co/D8770v9wuH https://t.co/avR0blM68J
Closed Hormuz Lifts Oil $2‑3 Daily; Attacks Cause Spikes
I continue to expect crude prices to grind $2-3/bbl higher every day that the Strait of Hormuz remains closed. But if you start playing energy facility tit for tat that trend starts getting some step-change bumps real quick.
Iran Vows Retaliation Against US Energy and Tech Assets
Iran’s Khatam al-Anbiya Central HQ Spokesperson: “If Iran’s fuel and energy infrastructure is attacked by the enemy, all energy infrastructure, information technology systems, and desalination facilities belonging to the United States and the regime in the region will be targeted.”
Policy Failures Echo 1970s: Oil, Inflation, Endless Wars
The stupid sonofabitch wanted to make it the 1950s again and we’re ending up in the 1970s: - Oil shocks crushing Americans at the pump, - Inflation eating Americans’ paychecks, - American solders sent to fight pointless wars with no plan. https://t.co/7iRuS28mfB
Trump Threatens Iranian Power Plants over Hormuz Closure
If Hormuz isn’t open in 48 hours Trump says he’ll start hitting Iranian power plants. https://t.co/HQZe2Sax7l
GCC and Israeli Power Plants Targeted Within 72 Hours
…which means GCC and Israeli power plants will begin getting hit within 72 hours from this exact point in time. 😳 https://t.co/RtWko7NOgm
Trump Threatens Iran Power Plants over Hormuz Closure
President Trump threatened to attack Iran’s power plants if the country didn’t swiftly open the Strait of Hormuz to commercial ship traffic (The remarks mark a shift in tone since Trump on Friday said the US was considering “winding down” military...
US Ultimatum on Hormuz Contradicts Its Own Disuse
From almost done, followed by close to winding down -- to a 48-hours ultimatum to Iran to re-open the Strait of Hormuz that the US doesn't use, and in any case, it would be very easy to re-open even by...
Iran's Qatar Attack Fuels US LNG Demand Surge
Iran’s attacks on Qatar’s LNG export plant could be one of the biggest tailwinds yet to the fast-growing US LNG sector 🇺🇸 🚢 🇹🇼 Taiwan said it plans to buy more LNG from the US from June 🇧🇩 Bangladesh is exploring...
Trump Demands Iran Open Hormuz Strait in 48 Hours
TRUMP GIVES IRAN 48 HOURS TO OPEN STRAIT OF HORMUZ=== this ain't no tariffs deadline
Closed Hormuz Could Push Brent Above $220 per Barrel
In a scenario where the Strait of Hormuz remains closed, "that means $250-$300 price of oil (Brent)" argues @Rory_Johnston. Because a giant price shock is needed to destroy 15 million barrels per day of demand $220+ "almost guaranteed." https://t.co/fnf6ENgf0N https://t.co/yakBRYsHgc
RWE and Peak Energy Launch First US Sodium‑Ion Battery
RWE, Peak Energy to deploy first sodium-ion battery in US grid #energysky -- via pv magazine global: https://t.co/oCJI2RUQpe
Hormuz Stayed Open During Iran War, US Narrative Persists
The Strait of Hormuz saw no disruptions—even during the intense 12-day war with Iran last June—yet the Trump administration's National Security Strategy, released last November, still states: 👉"America will always have core interests in ensuring that Gulf energy supplies do not...
China Won’t Be the Biggest Loser if Hormuz Closes
Many commentators on Iran war have seemingly not thought any further ahead than “China is hurt most by Hormuz closing” Below is just one small example of why that view is so wrong 👇
Coal Plant Emissions Travel Hundreds of Miles, Clouding Parks
Haze pollution does not originate in national parks, it can travel hundreds of miles from its source – coal plants– harming the air we breathe, and the health of park visitors, wildlife and nearby communities. https://t.co/1tPw3a6OZE
Albania Boosts Solar Capacity by 180 MW in 2025
Albania adds over 180 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/6A9FGj4zKb
War Damages 39 Energy Sites Across Nine Nations
The New York Times on one of the major economic effects of the War: “At least 39 energy oil refineries, natural gas fields and other energy sites in nine countries have been damaged since the United States and Israel began...
Historic Energy Shock Threatens AI-Driven Economic Boom
The largest energy supply shock in history just hit as the entire global economy had been riding high on the most energy intensive tech ever (AI), @Rory_Johnston argues. "I hope I'm wrong." Apple🔊https://t.co/hBJ1sBFqgN Spotify📽️https://t.co/fnf6ENfHbf https://t.co/OJPNLB003V
Trump May Abandon Hormuz Crisis, Leaving Others to Fix
Why shouldn't the presumption be that they will just negotiate deals with Iran and accommodate the regime the United States flirted with trying to change? India, Japan, Pakistan, others are already negotiating Hormuz passage directly. Why not presume they will "clean...
Brent’s $110 Price Already Reflects Hefty Risk Premium
There's so many people talking about oil going to $150 or $200, but those numbers are a stretch because Brent around $110 already embeds a big risk premium. Big thanks to @paulkrugman for having me on his podcast to talk...
Even Optimistic Oil Analysts Admit They're Terrified
It's not just the oil alarmists who are scared. Even the optimistic oil analysts, who make fun of the alarmists, are all "terrified..." 🛢️🛢️🛢️ "That's why I think Trump has to end it" - @Rory_Johnston Apple🔊 https://t.co/hBJ1sBFqgN Spotify📽️ https://t.co/fnf6ENfHbf https://t.co/HdNNaefrAk