A lot of people are being way too casual about what a prolonged Strait of Hormuz closure means. This is not “glass half full / glass half empty.” If 11–12 MMbbls/d of liquids supply is offline, it’s offline. That’s not framing. That’s physics. www.noahpinion.blog/p/the-econom...

The US grid is hitting an inflection point. Electricity demand is surging at a pace not seen in 25 years — driven by AI data centers, industrial reshoring, and electrification. Meanwhile, retail rates already jumped ~25% from 2018–2024, driven by poles-and-wires spending. The grid isn't ready.

A lot of people are being way too casual about what a prolonged Strait of Hormuz closure means. This is not “glass half full / glass half empty.” If 11–12 MMbbls/d of liquids supply is offline, it’s offline. That’s not framing. That’s physics. www.noahpinion.blog/p/the-econom...

The US grid is hitting an inflection point. Electricity demand is surging at a pace not seen in 25 years — driven by AI data centers, industrial reshoring, and electrification. Meanwhile, retail rates already jumped ~25% from 2018–2024, driven by poles-and-wires spending. The grid isn't ready.

We are going to talk to @janeflegal.bsky.social on Open Circuit this week. The U.S. power grid has a conservatism problem—and it’s not irrational. For decades, regulators and grid operators have been trained to avoid overbuilding at all costs. It makes less sense in the age of AI.

We are going to talk to @janeflegal.bsky.social on Open Circuit this week. The U.S. power grid has a conservatism problem—and it’s not irrational. For decades, regulators and grid operators have been trained to avoid overbuilding at all costs. It makes less sense in the age of AI.

We burn ~100 million barrels of oil every single day. 🌍 The good folks at @rockymtninst.bsky.social have been saying we can cut that by 20% — without switching fuels, changing behavior, or retiring any infrastructure early. We can. Here's how — and what it would cost.

The events in Iran, Ukraine, and Venezuela are convincing oil importing nations to work with China to copy their Oil Demand Destruction Playbook

Totally predicted, by many of us… Now do the same for Korea and Japan.

Jamie Nolan @dcjams.bsky.social & Jigar Shah @jigarshahdc.bsky.social comment on electric trucks. Port of Long Beach, CA: - $27.5MM in battery-electric truck projects➡️540 #BEV trucks - $1.45MM in hydrogen fuel cell electric truck projects ➡️100 #FCEV trucks #ZEV score: $50.9K/BEV vs $14.5K/FCEV

Tesla is shipping Semis! Truckers say that once they drive one they won't go back. Less aches and pains, less noise, more control. With 500 miles of range, these trucks can now offset 10% of Class 8 trucks on the road today, even with slow 350kW charging.

This claim about fossil fuels sounds compelling—but it’s misleading. Let’s break it down 🧵 Yes, fossil fuels were ~77% of global energy in 1995 and ~76% today. But that stat hides what actually changed. Hydro hasn’t really moved since 1995 and wind/solar came from nowhere.

Tesla is shipping Semis! Truckers say that once they drive one they won't go back. Less aches and pains, less noise, more control. With 500 miles of range, these trucks can now offset 10% of Class 8 trucks on the road today, even with slow 350kW charging.

Such a bad look for Utility executives to hike compensation after the Eaton fire. I know these executives and they are good people, but people are frustrated and folks need to be more aware of how their compensation is being perceived by their customers. www.aol.com/news/edison-...

Donald Trump is the unintended Clean Energy President? @energyempire.bsky.social

Such a bad look for Utility executives to hike compensation after the Eaton fire. I know these executives and they are good people, but people are frustrated and folks need to be more aware of how their compensation is being perceived by their customers. www.aol.com/news/edison-...

"Worst case really is we won't have enough, or we won't have any...It is more difficult if we have no diesel at all than if we have a supply that is expensive" Philippines may not have any fuel supply beyond April; no official reserves & govt is in talks to buy at premium prices.

The framing and editorializing in this CNN article about outgoing Paris Mayor Anne Hidalgo is absolutely wild — implying her efforts to transform Paris by reducing traffic were only "for tourists" and left her terminally unpopular www.cnn.com/2026/03/21/t...

Recommandée, la nouvelle plateforme de podcasts @energyempire.bsky.social lancée par @jigarshahdc.bsky.social 👌 Son 8e épisode "Trump: The Accidental Clean Energy President" revient sur le coup d'accélérateur à la transition énergétique donné par le président 🇺🇸, malgré lui 😉

I’m simply restating what Adam Browning with Forum Mobility shared on @jigarshahdc.bsky.social’s podcast. Browning/Forum would know better than I, but I’d guess 5k electric semis with sub-300mi range is not the kind of success that would put any competitor “VERY far behind” pca.st/episode/02ff...

autos.yahoo.com/ev-and-futur... Delivering an improved user experience to people who drive ALL THE TIME is going to be a huge market advantage for electric trucks.

Great discussion about the future of electric trucking, including the Tesla Semi, on @jigarshahdc.bsky.social’s Energy Empire pca.st/episode/02ff...

Crazy times. Nuclear momentum is good, not having any projects at Final Investment Decision with a loan from LPO is bad.

Energy Efficiency plus Electrification (ask me how. no seriously, it’s what I’ve been doing for 16 years and counting)

This thread is ridiculous. We had to beg the oil/gas industry to invest into geothermal and nuclear. They have an extraordinary workforce with relevant expertise. Biggest investors are: • Google  • Breakthrough Energy Ventures • Bill Gates • Mitsubishi Heavy Industries  • Mitsui & Co.

This thread is ridiculous. We had to beg the oil/gas industry to invest into geothermal and nuclear. They have an extraordinary workforce with relevant expertise. Biggest investors are: • Google  • Breakthrough Energy Ventures • Bill Gates • Mitsubishi Heavy Industries  • Mitsui & Co.

Arnab Pal helped pass the IRA when everyone in the room would have bet against it.⁣ ⁣ Now he's the founder of Deploy Action — and he's trying to figure out why states that want clean energy can't seem to build it.⁣ ⁣ New Energy Empire episode out now.⁣ Listen at energyempire.fm

It was good to have James Gutman back on the podcast. youtu.be/BHV2deotpYE?...

The energy transition can be accelerated. We have the technologies. Right now, we can use the oil/gas we have more efficiently. We've done this before — after the 1970s oil shocks, OECD countries slashed oil intensity dramatically. The technology exists. The economics work. Now we need will power

It was good to have James Gutman back on the podcast. youtu.be/BHV2deotpYE?...

@jigarshahdc.bsky.social Here's an approach to encouraging EV uptake from @octopusenergyus.bsky.social that seems to work: octopusev.com/resources/ne...

We burn ~100 million barrels of oil every single day. 🌍 The good folks at @rockymtninst.bsky.social have been saying we can cut that by 20% — without switching fuels, changing behavior, or retiring any infrastructure early. We can. Here's how — and what it would cost.

Donald Trump is the unintended Clean Energy President? @energyempire.bsky.social

Today, Vermont already leads in distributed energy resources (DERs): batteries, flexible loads, virtual power plants. But most of that value stays local. The opportunity? Get paid by ISO New England for helping the entire region.

The energy transition isn’t mainly about replacing fuels—it’s about switching from inefficient heat-based systems (molecules) to efficient electrical systems (electrons). open.substack.com/pub/electrot...

I am coming to Burlington on April 13th to speak at the Electrify Vermont Summit Vermont has a real shot to lower electricity rates and strengthen the regional grid—but only if it treats distributed energy as infrastructure, not a side project. Here’s how 🧵 www.linkedin.com/posts/alliso...

Europe just ran one of the most important energy transition experiments in history. After the Russian invasion of Ukraine, Europe had to rapidly replace Russian gas imports. Working with 27 member countries will different languages was not easy, they got it done in years not decades. Thread 🧵

I am coming to Burlington on April 13th to speak at the Electrify Vermont Summit Vermont has a real shot to lower electricity rates and strengthen the regional grid—but only if it treats distributed energy as infrastructure, not a side project. Here’s how 🧵 www.linkedin.com/posts/alliso...

"The widespread adoption of solar and batteries kind of serves as a hedge or a protection sort of against these price shocks that the fossil fuel markets are very vulnerable to globally," Nabiya Imran, Pakistani think tank Renewables First www.npr.org/2026/03/16/n...

Cities can scale #climate solutions Ask your Mayor: #Solar #Wind & batteries #Heatpumps Grid tech #Efficiency upgrades www.c40.org To be a member of C40, cities must show measurable progress on all 3 missions: 1 cut emissions by ⬇️50% fossil fuels by 2030 2 build resilience 3 advance justice

GM abandoned it but Tesla is swooping in with an agreement to buy over $4B in battery cells from an LG plant in Lansing, Michigan. Story at @cnbc.com w/ Mike Wayland in Detroit. www.cnbc.com/2026/03/17/t... Some trivia...

The largest decline in fossil fuels as a share of the economy before today came after the 1973 oil crisis—not after the Paris climate agreement. Security shocks accelerate energy transitions by doing systematic efficiency, not high cost "opt-in" efforts. Make everyone energy efficient/Drive EVs.

"The widespread adoption of solar and batteries kind of serves as a hedge or a protection sort of against these price shocks that the fossil fuel markets are very vulnerable to globally," Nabiya Imran, Pakistani think tank Renewables First www.npr.org/2026/03/16/n...

Europe just ran one of the most important energy transition experiments in history. After the Russian invasion of Ukraine, Europe had to rapidly replace Russian gas imports. Working with 27 member countries will different languages was not easy, they got it done in years not decades. Thread 🧵

As usual Arjun Murti brought the heat on this week’s episode of SuperSpiked. I appreciate his passion and his general desire to stick to the data… I think he deviates from that a little bit here but let’s go through it. Demand destruction and diversification using LNG, solar/batteries/wind, coal.

The energy storage race just entered a new phase. In 2026 we’ve moved beyond “any storage” to a clear focus on Long-Duration Energy Storage (LDES) — the missing piece for 24/7 clean power for AI data centers and heavy industry. 🔋⚡

The energy transition isn’t mainly about replacing fuels—it’s about switching from inefficient heat-based systems (molecules) to efficient electrical systems (electrons). open.substack.com/pub/electrot...

The energy storage race just entered a new phase. In 2026 we’ve moved beyond “any storage” to a clear focus on Long-Duration Energy Storage (LDES) — the missing piece for 24/7 clean power for AI data centers and heavy industry. 🔋⚡

India has a once-in-a-century opportunity to become a global energy superpower. Not because of oil or gas. Because of solar, wind, storage, and hydrogen. A $1T India New Energy Transition Fund could turn energy imports into energy exports. 🧵