So the Strait of Hormuz isn't going to just open itself, and the US isn't going to just walk away, and a lot more damage will be done to energy infrastructure all around the Gulf, and the chatter of the past 48 hours was just that... talking down the markets. Buckle up! www.cnbc.com/2026/04/02/o...

morethanjustparks.substack.com/p/breaking-t... BREAKING: Trump Administration Orders Dismantling of the U.S. Forest Service The headquarters is going to Utah. Every regional office is being shuttered. The research program is being destroyed.

1/ Researchers @unihannover & @lut.fi performed a systematic literature review on the future role of solar PV in energy transition studies around the globe and found that solar PV emerges as the dominant energy source by 2050. doi.org/10.1016/j.rs....

If the US walks away and the Strait remains closed for another month, $200+/bbl and a whole lot of pain for the entire world is definitely on the table.

Correct. And if you have not yet learned about the "mid-transition" and want to listen to an accessible, not too wonky discussion about it, listen to @transitionshow.bsky.social Ep. 185 (2022) xenetwork.org/ets/episodes...

TIL that in the first ~2 weeks of the war, gasoline prices in Texas rose by over 25%--*more* than the price increases in oil-importing countries like the UK and France. Via @cleanpowerdave.bsky.social @daanwalt3r.bsky.social and @sambutl3r.bsky.social of Ember: ember-energy.org/latest-insig...

Bloomberg's roundup of experts tries to answer the question, "How high could oil prices get?" www.bloomberg.com/graphics/202... 🎁 🔗 My answer: This high.

It's Monday and the 10-year yield nearly hit 4.5% last night, so that means it's time to deploy the... Treasury Secretary... again to talk down the oil markets, just like the last four Mondays. www.reuters.com/world/china/...

Nuclear power is too expensive and too slow to have any real growth prospects. It lost the race to renewables and storage a decade ago and it will be lucky to hold onto its existing market share globally. No free market wants it. The future belongs entirely to renewables, especially solar.

#NoKings in San Rafael

This is not a normal statement or appearance by an FCC chairman. This is a would-be authoritarian lackey bragging about creating a Thought Police. Don’t be okay with this.

It hasn't only been hot wherever you are... apnews.com/article/arct...

“Four legs good! Two legs better!”

Translation: "Yeah, listening to the podcast, I actually got this dizzying sensation from that void." Right there with ya!

And against this massive propaganda and influence machine, Team Transitionista puts up approximately... fuck all. Bringing squirt guns to a nuclear war.

Of course, that's just the spending in those specific categories, which are relatively countable. Add in the funding for think-tanks and corrupt experts and university programs and massive faceless propaganda campaigns run by dark money groups weaponizing AI... it's into the billions.

"Oil and gas interests donated $75 million to elect Mr. Trump in the 2024 election, and the fossil fuel industry spent a total of $450 million on a combination of donations, lobbying and advertising. The renewable energy industry, by comparison, donated about $2.5 million in the 2024 cycle."

From the mf rooftops!! "Renewable energy, by contrast, has been 'way too wimpy...Look at what the oil and gas industry does, brilliantly... give credit to how effective they are on lobbying and policy and supporting their allies and punishing their opponents.'” 🎁🔗 www.nytimes.com/2026/03/26/c...

I have only been watching oil markets closely for like 25 years, so I could be wrong, but I very much doubt there has ever been a gap this big between reality and the markets. Brent at $101 right now is ABSURD. It could easily double from here. Listen in and find out why!

QOTD: "It’s getting predictable enough to trade it: every time the 10-year approaches 4.45%, a 'ceasefire breakthrough” materialises out of thin air. The best gauge of the war is the yield curve."

Major media coverage of the enormous damage that's been done to the Gulf oil & gas infrastructure is still way behind the reality, ever distracted by Trump's efforts to jawbone the price of oil down. But you can be informed and ready for the pain to come. Listen in to this FREE episode!

Want to understand how much damage has been done to the global oil & gas system and how it will affect you? Then check out our deep dive in this FREE episode!

@changeist.bsky.social Talk about flat pack futures! x.com/LinusEkensta...

Want to understand how much damage has been done to the global oil & gas system and how it will affect you? Then check out our deep dive in this FREE episode!

Hey America, your President just spent $1 billion of your money in order to NOT get more energy from offshore wind. TotalEnergies accepts $1B offshore wind buyout, pivots to oil and gas in US 😠 www.utilitydive.com/news/trump-a...

Anyway, my high-level takeaway is that better rulemaking and converter controls could have resolved the voltage issues and avoided the blackout. Inertia was basically irrelevant and fossil/nuclear generators made the voltage issues worse by failing to deliver promised voltage regulation.

The final report on last April's Spain/Portugal blackout is out. A few takeaways: - Lack of "inertia" due to too few fossil/nuclear generators - the thing anti-renewable pundits immediately blamed without evidence, then reporters breathlessly endlessly repeated - played essentially no role.

Or that a ‘competing’ startup for trump’s attention on small nuclear devices has ties to a Russian Masha Busher / Drokova, a VC-luring woman aka “Putin’s kiss” www.motherjones.com/politics/202...

Treasury Secretary now giving us national security policy briefings as well as military action briefings. (Also, if you're looking to Japan to supply the market with oil reserves? You're looking in the wrong place.)

IEA calls for working from home, driving slower and flying less to tackle energy crisis www.bbc.com/news/article...

At more than $5 a gallon, California has already passed the point at which EVs are the cheaper option.

I've said it before and I'll say it again: In the energy sector, nuclear power is the biggest grift of all. x.com/RepMikeLevin...

Aaaand now we know who owns Bluesky: Crypto VCs! So happy I have another social media home on Mastodon, owned by no one. #fediverse4evah

Nice to see Powell actually front-running that narrative instead of being forced to react to it. www.ft.com/content/dc96...

Periodic reminder that Daniel Yergin is not some dispassionate, neutral historian dedicated to telling you the truth. He is a mouthpiece for the oil & gas industry and has been for decades. Caveat lector.

Inflation doesn’t just happen, it has a trigger or a number of triggers and this talk discusses a reasonably common trigger, a fossil fuel price spike, which they call ‘fossilflation’. These talks and always full of insight and well worth the annual subscription in my view!

Since the world is eulogizing the passing of Paul Erlich, I'll join in with the commentary I offered on his famous 1980 bet with Julian Simon in @transitionshow.bsky.social Episode 211 - Doomers vs. Transitionistas xenetwork.org/ets/episodes...

Idly wondering if this time, the media will clearly identify "fossilflation" as the reason for higher prices for everything as we discussed with @gwagner.com back in Ep. 221 in 2024 xenetwork.org/ets/episodes... or if the talking heads on CNBC will blithely carry on as if it's all about Fed policy.

A thread -- which world leaders are calling for a shift to clean energy as a security investment in light of Iran War? First up, French President Macron: "...everything we do to more toward the transition is also about reducing our dependence.." (1/x) #cleanenergyisnationalsecurity

Those still labo(u)ring under the false idea that UK electricity prices are high because of its energy transition (a claim repeated endlessly by anti-transition Tory and Reform politicians) would do well to read this short thread and study the charts. Renewables are the solution, not the problem!

1. If oil prices have you thinking "should I finally switch to an electric vehicle" my advice is, yeah! Lots of good low mileage used ones to be had. 2. It's not without its hiccups. Here's what I learned after a year of driving an one. www.wsj.com/business/aut...

Learn why China is building new coal-fired power plants at a record pace while its use of coal for power generation has been *falling* and why the pipeline of new coal plants hit a record high even while its existing coal power plants are sitting idle about half the time.

Best roundup of the effects of Trump's war on Iran on the global energy system so far is from @carbonbrief.org (no surprise there): www.carbonbrief.org/qa-what-does... Don't believe the placations - these markets are going to be disrupted for a while.

They blamed the intern!!! “A spokesperson says the video clip posted by US Energy Secretary Chris Wright was deleted from his official X account after it was determined that it was incorrectly captioned by department staff.”

Global energy crisis is forcing gov'ts to save petrol & natural gas. Thailand orders civil servants to work from home www.reuters.com/business/ene... Bangladesh ordering unis closed www.reuters.com/business/ene... Vietnam asking people to work from home www.reuters.com/business/ene...

Re-upping my earlier thread here b/c I just found a very concordant post here in HBR: hbr.org/2026/03/has-... "The era where a well-crafted argument was sufficient to justify our value is ending" "The barrier to entry for expertise theater has dropped to zero."

Indeed... "Asked whether he thought the war could wrap up soon, the president said, 'Wrapping up is all in my mind, nobody else's.'" https://www.cbsnews.com/news/trump-iran-cbs-news-the-war-is-very-complete-strait-hormuz/