Hormuz: Global Economy’s Fragile Artery Exposes Thin Margins
You're right about the big picture of thin margins, structural dependence & denial @ashokdadhwal196 But Hormuz is not merely “a chokepoint.” It is the central artery of the global economy. We knew that before things overshot so much #OilMarkets #Hormuz #Geopolitics #Energy #Overshoot
Gulf Oil Disruption Marks Historic, Long‑term Shock
Gulf oil and gas flows may take months or years to restore. That means this is not a temporary price spike. It's the biggest oil shock in history And it hits the heart of the global economy. https://t.co/DOP0vnh2av #OilMarkets #LNG #Hormuz #EnergySecurity #IranWar
Air Campaign Falters, War Strategy Spirals Into Escalation
Focus on Kharg Island says the air campaign has not succeeded, writes @BarakRavid It's a sign the war is not going well Escalation has replaced strategy. #IranWar #Hormuz #OilMarkets #Kharg #EnergyCrisis https://t.co/geOssDxEyT
UK Allows US Base Access as Hormuz Risks Escalate
Britain is letting the US use its bases because the war has crossed into a new phase, writes @ChrisTakushi It's not because the risks are lower It's that the cost of a long Hormuz closure now looks worse than the...
Open‑access Solar Will Power India's Next C&I Surge
Open access solar set to drive next phase of India’s C&I growth #energysky -- via pv magazine global: https://t.co/WLQZrEvcCz
Australia’s Energy Market Conventions Are Outdated and Need Reform
Why some of Australia’s energy market conventions should go the way of the dinosaurs #energysky -- via Renew Economy: https://t.co/vTCaLMcIM7
US Attacks Iran yet Approves Its Oil Sales
So, just to be clear. 1️⃣US & Iran sever ties 2️⃣US sanctions Iranian oil 3️⃣US attacks Iran 4️⃣Iran attacks shipping cutting off the flow of oil 5️⃣The US approves the sale of Iranian oil in the US https://t.co/USz8VfvQGc
US Lifts Iran Oil Sanctions, but Supply Stays Scarce
US suspends Iran oil sanctions for a month, allowing sale of all barrels on water as of March 20. Another band-aid. There are no more than 30 million barrels of Iranian oil in floating storage waiting for buyers, as per ship-tracking...
US May Import Iranian Oil for First Time Since Carter
So under this OFAC licence, the US could (though probably won't) import its first Iranian oil since Jimmy Carter https://t.co/7slkt1bAxs
Trump Lifts Ban, Allows US Trade of Iranian Oil
"Trump just authorized Americans to trade Iranian oil for the first time since Clinton banned Americans from doing so in 1995." @petereharrell
OFAC Grants License for Iranian Oil Shipments Until 2026
“The Department of the Treasury's Office of Foreign Assets Control (OFAC) is issuing Iran-related General License U, "Authorizing the Delivery and Sale of Crude Oil and Petroleum Products of Iranian-Origin Loaded on Vessels as of March 20, 2026." https://t.co/KaDQIxyNn5
Japan Sets National Agrivoltaic Benchmarks Amid Site Growth
Japan establishes national benchmarks for agrivoltaics as sites expand #energysky -- via pv magazine global: https://t.co/QayxhgqWQJ
Canada’s Role in Mitigating Iran‑War Energy Shortage
What can Canada do to help address the global shortage of oil and gas caused by the war in Iran? #canada🇨🇦 #canada #energy
US Persian Gulf Oil Imports Drop to Just 3%
In 2025, the US imported 246,895,000 barrels of oil from the Persian Gulf, which is about 3%. https://t.co/myiJiErvdR
Trump Claims U.S. Energy Dominance Ends Hormuz Involvement
🔴President Trump talking about Hormuz Strait: “We don’t even need to be there, in that the U.S. has just become the largest producer of energy anywhere in the world.” He also questioned the role of the U.S. in the region: The...
Buc‑ee’s EV Tour Highlights Need for Texas Expansion
100% Last year I did a Buc-ee's EV tour of the Texas Triangle and it was great. There are 2 Buc-ee's with superchargers on each leg of the interstates between Austin-Houston-Dallas-Austin. Seamless road trip. Now we just need Buc-ee's to expand...
United Trims 5% Capacity as Oil Hits $175 per Barrel
United Airlines planning for oil to reach record $175/barrel, cutting 5% capacity https://t.co/SC3sCiQctU (via TAC/Intel)
Middle East Oil On
In just two weeks, Middle East Oil on Water has collapsed by 175 Million Barrels. "Truly staggering" - @Rory_Johnston (it's his chart). "It’s impossible to overstate the magnitude of this dislocation." 1/3 https://t.co/iYwEtzNH9E
Swift Solar Buys Meyer Burger Assets, Expands US HJT/Perovskite Production
Swift Solar acquires Meyer Burger assets to scale U.S. HJT and perovskite production #energysky -- via pv magazine global: https://t.co/ecMERORz5o
US Loans 45M Barrels, Far Below 86M Offer
US loans ~45 millions barrels from the Strategic Petroleum Reserve — significantly fewer barrels than the 86 million the government offered as part of the SPR “exchange” first tranche.
Ukrainian Power Engineers Brave Grid Destruction, Innovate Solutions
Being a power engineer is a high-risk job in Ukraine, as Russia is intent on destroying the electrical grid. It's now about finding new solutions, working on backups, and bravery. https://spectrum.ieee.org/repair-ukraine-power-grid
Without U.S
Most countries' response to "[you] guard and police Hormuz" in the absence of U.S. power because you are the ones "who use it" will presumably be to accommodate and then make deals with Tehran.
World May Have Reached Peak Oil This Spring
Oddly enough, depending on how you measure February/March, the world may have just hit peak oil
X-Energy Launches IPO for Small Modular Reactors
🚨Small modular reactor and nuclear fuel startup X-energy is going public via IPO. #energy #nuclear link to @axios’ @ChuckMcCutcheon’s item in next post.
Qamar Energy CEO Declares Oil Crisis Unprecedented
Oil crisis: 'nothing comes close to this', says Qamar Energy CEO https://t.co/tC2I61KQyK via @mattfrei @QamarEnergy
Wind, Industry, EVs Drive Canada’s Rapid Grid Transformation
Canada’s electricity system is changing fast. Wind becomes the dominant growth source. Industrial demand leads. EVs surge. Data centres reshape the grid. A deep dive into Canada’s Energy Future with CER chief economist Darren Christie 👇 #cdnpoli https://youtu.be/2h7t7dvwyoU
Vikram Solar's PowerHive Introduces VION Lithium Batteries in India
Vikram Solar’s PowerHive unit launches VION lithium batteries in India #energysky -- via pv magazine global: https://t.co/FNPvbud9UI
Hormuz Blockage Could Push Oil Above $93, Sparking Global Crisis
The market is currently betting that this whole "Hormuz problem" gets cleaned up in the next 30 days. And I’m looking at the data from my office in Abu Dhabi, and so far it’s heading that way. But if that two-mile-wide...
SoH Closure Slashes GDP, Boosts Oil Prices
Oil price and GDP effects of SoH closure for one, two or three quarters. https://t.co/JOzrf3rVQR
Core Oil Earnings Track Oil Price Fluctuations
Bichler and Nizan’s latest: How the relative earnings of the core oil companies vary with the oil price. Featured in today's Chartbook Top Links: https://t.co/rSQKknEmX7
Vena Energy Lands AU$200M Revenue Share for 204MW Storage
Vena Energy secures AU$200 million revenue share deal for 204MW battery storage site in Australia #energysky -- via Energy Storage News: https://t.co/ahpMrnPj6C
Oil Risks Surge as Spot Prices Rise, Volatility Falls
Oil riskies firmed a lot to the put and today spot up, vol down day https://t.co/yyPo6cUfXq
Panel Greenlights Gigawatt Battery After Community Referral
Independent panel approves gigawatt scale battery three months after local opponents force referral #energysky -- via Renew Economy: https://t.co/0805K7SE5c https://t.co/NmKhZJzXsa
Oil Prices Surge Amid Fourth Week of Iran Conflict
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude rose in further fits and starts as the Iran War stretches into its 4th week and belligerents escalate to attacks on upstream infrastructure that have already wrought durable supply losses. Summary below, link...
Goldbeck Lands EPC Contract for Europe's Largest PV Plant
Goldbeck secures EPC contract for 722MW PV plant in Poland, Europe’s largest #energysky -- via pv-tech: https://t.co/C7RbpIBFGj
Embargo Iranian Oil, Not Seize Kharg, to Open Strait
Headlines that the US is thinking about taking Kharg island are pushing up Brent (lhs) and causing stocks to tank (rhs). Taking Kharg doesn't reopen the Strait and could turn into a fiasco. Better to embargo Iranian oil and force...
Gas Prices Outpace 2022; Long‑term Real Rates Rise
3w into conflict, gas prices on higher trajectory than in 2022 (Ukraine invasion). WTI 1M/6M spread off peak inversion, so are implied vols for WTI. 2YR inflation expectations on similar trajectory as 2022. LT inflation exp not reacting much...
Iran Conflict Threatens Global Energy Market Collapse
Iran War Puts Global Energy Markets on the Brink of a Worst-Case Scenario | WIRED Quoted here with the always on point @Rory_Johnston https://t.co/mDCdbWwTqc
AI Boom Revives Abandoned Biden-Era Battery Factories
Under Biden-era industrial policy, the US was building a domestic battery industry at record pace to supply the growing market for US-built EVs. The GOP axed the policies driving EV demand, making most of those battery plants unnecessary. Now, in...
Falling Oil Demand May Trigger Higher Future Prices
Is it reasonable to say that a long-term, structural decline in global oil demand would not necessarily translate into lower prices, and could plausibly turn into significantly higher prices in the future?
China's $250B Marshall Plan to Accelerate Global Electrification
Michael Cembalest from @JPMorganAM talks on Open Circuit about his Eye on the Market report. One topic we discuss is a $250B Marshall Plan from China that will accelerate electrification efforts around the world. https://t.co/bYsQ3TDtQa
Solar to Power Over Half of US’s 2026 Capacity Surge
The US is on track to add 86 GW of new power capacity in 2026... 51% of that will come from SOLAR. Energy transition is happening.
Airlines Brace for Jet Fuel Shortages, Not Price Spikes
Global airlines are preparing for "shortages", i.e. there simply is no jet fuel available. But they are talking about prices as a completely separate matter... Wow... https://t.co/FPxwGrm5c0
Georgia Launches First U.S. Fuel Tax Holiday Amid Price Surge
Georgia becomes the first U.S. state to declare a fuel tax holiday as gasoline and diesel prices surge in the back of the U.S.-Israel attack on Iran. Georgia will waive for 60 days a 33 ¢ per gallon tax on...
Oil Prices Rise Modestly Despite Major Hormuz Disruption
Oil Prices and the Information War Global oil prices have risen surprisingly little given the war between the United States, Israel and Iran has triggered “the largest supply disruption in the history of the global oil market” according to the International...
Iberian Blackout Caused by Voltage Control, Not Renewables
The final report on the Iberia Peninsula (Spain and Portugal) blackout is out. A lot of people will be blaming renewables and talk about inertia. But the cause was bad voltage control and that's surprisingly easy to fix. Let me explain. https://t.co/d2slhAOHGu
U.S. Gasoline Shortage Evident in Recent Photo
Gasoline supply shortage already hitting here in the U.S.? For context, I took this picture minutes ago. Anyone else seeing this sort of thing?
China’s $250B Marshall‑Plan Fuels EV Surge in Emerging Markets
This is exactly what James Gutman predicted on the latest episode of @EnergyEmpirePod. EVs are selling out in the top 50 emerging markets given the $250B “Marshall Plan” being rolled out by China. https://t.co/75BxCTbmpS
Analyzing Gulf Crisis Energy Impacts on FP Live
Excited to join @RaviReports on @ForeignPolicy FP Live next week to talk about the energy implications of the crisis in the Gulf. Tune in--Live On March 26, 2026 | 11:00am ET https://t.co/GLSeORmDP9
Oil Analysts Must Dominate Podcasts on Hormuz, $200 Oil
If you're an oil analyst and you haven't been on at least 7 podcasts this week talking about the Strait of Hormuz and $200 oil what are you even doing w/your career?