Orders for turbines to power natural gas plants are vastly outpacing supply, threatening the world’s ability to keep pace with rising electricity demand. bloomberg.com/features/2025-…
Electroflow drew inspiration from batteries themselves to develop a new way of producing LFP material for EVs. The process could undercut today's lowest price sources in China. techcrunch.com/2025/10/01/ele…
New BP Chair Manifold urges faster oil and gas strategy shift - Reuters
Manifold deems BP's portfolio 'overly complex' - internal memo
BP aims to sell $20 billion in assets to reduce debt
Activist investor Elliott pushes BP for cost cuts and higher cash flow
With the power capacity increase from the initial 1.5 MWe Aurora Powerhouse to the current 75 MWe version, @oklo has updated its architectural rendering.
It looks like it contains far more internal volume – logically enough.
@Dr_Keefer@energybantss203.q4cdn.com/103172959/file…
GM Has Already Sold More Electric Vehicles In 2025 Than All Of 2024
The End of the ICE Age
Tesla Energy rEVolution☀️ Batteries Supercharged by Solar & Wind
EVs ⚡️ Boats🔌 & Drones
Powered by #Lithium🔋 Wired by #Copper Built by Robots 🤖 insideevs.com/news/774389/gm…
📢New paper on how Japan is responding to the LNG supply wave. Still keeping the faith re: long-term contracts, for multiple reasons. In Japan's 7th Strategic Energy Plan, #LNG still plays a vital role, especially as an insurance policy. Link below.
LNG producers should take note, since 🇮🇳 was by some perceived as the next 🇨🇳. 'Ocean of opportunities': India confirms natural gas discovery in Andaman basin, 87% methane detected Minister Hardeep Singh Puri calls it a milestone for energy self-reliance.
moneycontrol.com/news/india/oce…
More US LNG export projects have been approved this year than ever before
🇺🇸 ♥️ 🚢
💰 55 million tons/year of new projects made final investment decision so far in 2025
📈 That’s HALF current US export capacity. It will cement the US as the top supplier
(Via IEA’s Molnar)
All-In-One Battery Promises More Range And Faster Charging In A Smaller Package
The End of the ICE Age
Tesla Energy rEVolution☀️ Batteries Supercharged by Solar & Wind
EVs ⚡️ Boats🔌 & Drones
Powered by #Lithium🔋 Wired by #Copper Built by Robots 🤖 insideevs.com/news/773397/st…
British electricity mix at 8am on 22nd Sep 2025
🔥Gas 31.6% Biomass 12.9%
🍃Wind 26.4% Solar 2.9% Hydro 1.4%
⚛️Nuclear 8.4%
➡️Imports 15.4% Other 0.0%
🪫Storage 1.1%
🔌Generation 30GW
Carbon intensity 196 gCO2e/kWh
vs target of annual average 50-100 gCO2e/kWh by 2030
The fusion startup has inked a deal with Italian energy company Eni. The move is likely intended to set a price for fusion power. techcrunch.com/2025/09/22/com…
Venture capitalists in clean tech are starting to say out loud what they’ve suspected for a while: China’s dominance has left key sectors in the West uninvestable bloomberg.com/news/articles/…
Despite near-term uncertainty, low-cost Permian gas supply remains key to keeping Henry Hub prices in check. With LNG export demand rising and domestic power needs expanding, the Permian Basin is poised to play a central role. We forecast an additional 3.6 bcfd of gas supply from…
Definitely read all of this one. Too many eye opening pull quotes to choose from. @WoodMackenzie saying the quiet part out loud by peeling away the public @GastechEvent LNG supply euphoria and scratching at the private @GastechInsights LNG demand woes @ColumbiaUEnergy
Definitely read all of this one. Too many eye opening pull quotes to choose from. @WoodMackenzie saying the quiet part out loud by peeling away the public @GastechEvent LNG supply euphoria and scratching at the private @GastechInsights LNG demand woes @ColumbiaUEnergy
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Elon Musk picked my 𝕏 logo design for 𝕏
All-in $TSLA since 08/2019
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900 Followers 3K Following"It always seems impossible, until it's done." Nelson Mandela
Ideen anstatt von Ideologien und Angebote anstatt Ver-/ Gebote. Views are my own
327K Followers 1K FollowingEnergy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
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Financial data & analysis. Value investing. Growth? at a reasonable price.
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70K Followers 631 FollowingHead of Commodity Strategy @saxobank focusing on the major markets. Besides that I enjoy 🚴♂️ and 🏊🏻♂️. Views and opinions expressed are my own
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