@stockfttp.bsky.social
Energy, Transition, Maritime & occasional Politics.
Reposted
Henry Hub to the moon...! 🚀🌕
Front month is currently at $5.50/MMBtu, up by a staggering 60% in two days.
Huge weather-driven short squeezes are all the rage in energy markets this week.
I expect many more spikes like this as US LNG exports ramp up over coming months and years.
Front month is currently at $5.50/MMBtu, up by a staggering 60% in two days.
Huge weather-driven short squeezes are all the rage in energy markets this week.
I expect many more spikes like this as US LNG exports ramp up over coming months and years.
US natural gas prices are going parabolic (again)
Henry Hub up 25% in a single session amid massive short squeeze
Trigger = polar vortex weather forecasts that both drive demand for heating *and* throttle supply by causing 'freeze-offs' (gas pipes stop working)
Henry Hub up 25% in a single session amid massive short squeeze
Trigger = polar vortex weather forecasts that both drive demand for heating *and* throttle supply by causing 'freeze-offs' (gas pipes stop working)
January 22, 2026 at 4:54 PM
Henry Hub to the moon...! 🚀🌕
Front month is currently at $5.50/MMBtu, up by a staggering 60% in two days.
Huge weather-driven short squeezes are all the rage in energy markets this week.
I expect many more spikes like this as US LNG exports ramp up over coming months and years.
Front month is currently at $5.50/MMBtu, up by a staggering 60% in two days.
Huge weather-driven short squeezes are all the rage in energy markets this week.
I expect many more spikes like this as US LNG exports ramp up over coming months and years.
Why PV mandate can't come soon enough. Sure you can tick your Part L w/ a HP but you're making it more 💶 to run
As for 'visual benefits' what will actually happen is individual homes (for 🍃 or to cut bills) will add (at greater installation 💷) 60 versions of PV which will be far more discordant 😫
As for 'visual benefits' what will actually happen is individual homes (for 🍃 or to cut bills) will add (at greater installation 💷) 60 versions of PV which will be far more discordant 😫
Why 60 new homes in village will not have solar panels
A house builder will not have to install solar panels on 60 new homes being built in Upton.
www.malverngazette.co.uk
January 22, 2026 at 4:31 PM
Why PV mandate can't come soon enough. Sure you can tick your Part L w/ a HP but you're making it more 💶 to run
As for 'visual benefits' what will actually happen is individual homes (for 🍃 or to cut bills) will add (at greater installation 💷) 60 versions of PV which will be far more discordant 😫
As for 'visual benefits' what will actually happen is individual homes (for 🍃 or to cut bills) will add (at greater installation 💷) 60 versions of PV which will be far more discordant 😫
Reposted
If this chart doesn't terrify the oil industry, I don't know what will. India’s peak road-oil consumption per person will never reach Chinese peak levels.
🥁 India Is Electrifying Faster Than China 🥁
Read our story on @ember-energy.org's analysis. Gift link: www.bloomberg.com/news/article...
Read our story on @ember-energy.org's analysis. Gift link: www.bloomberg.com/news/article...
January 22, 2026 at 3:18 PM
If this chart doesn't terrify the oil industry, I don't know what will. India’s peak road-oil consumption per person will never reach Chinese peak levels.
“We all deserve to live in an environment where our everyday lives are not negatively affected by the quality of the air that we breathe (and as a Government we intend to do practically nothing to achieve this)”
My edit in parenthesis is where Gov is; paralysed with fear on banning anything 😫
My edit in parenthesis is where Gov is; paralysed with fear on banning anything 😫
New wood-burning stoves to carry health warnings in UK plan
- Pollution from wood burners kills thousands but proposed new emissions limit would cut overall toxic particles by only 9%
#airpollution
Story by me
www.theguardian.com/environment/...
- Pollution from wood burners kills thousands but proposed new emissions limit would cut overall toxic particles by only 9%
#airpollution
Story by me
www.theguardian.com/environment/...
New wood-burning stoves to carry health warnings in UK plan
Pollution from wood burners kills thousands but proposed emissions limit would cut toxic particles by 9%
www.theguardian.com
January 22, 2026 at 2:21 PM
“We all deserve to live in an environment where our everyday lives are not negatively affected by the quality of the air that we breathe (and as a Government we intend to do practically nothing to achieve this)”
My edit in parenthesis is where Gov is; paralysed with fear on banning anything 😫
My edit in parenthesis is where Gov is; paralysed with fear on banning anything 😫
Reposted
This was posted by @mambarlife.bsky.social in the Other Place and it’s too good not to share it.
January 21, 2026 at 3:03 PM
This was posted by @mambarlife.bsky.social in the Other Place and it’s too good not to share it.
Reposted
Wind roses are coming to the renewables map, and more! 🌹🏔️
January 21, 2026 at 3:16 PM
Wind roses are coming to the renewables map, and more! 🌹🏔️
UK Gov Warm Homes Plan continues the underselling of Smart meters/Time of Use. Why is their gfx the ~£450-550 saving when their analysis suggests up to another £300 via ToU.
That number is conservative given it 'does not assume they significantly change their heating pattern to maximise savings'
That number is conservative given it 'does not assume they significantly change their heating pattern to maximise savings'
January 21, 2026 at 3:15 PM
UK Gov Warm Homes Plan continues the underselling of Smart meters/Time of Use. Why is their gfx the ~£450-550 saving when their analysis suggests up to another £300 via ToU.
That number is conservative given it 'does not assume they significantly change their heating pattern to maximise savings'
That number is conservative given it 'does not assume they significantly change their heating pattern to maximise savings'
"There is no suggestion that Veronika’s skills are evidence of the evolution of an ominous new species of super-cow." !!
Back-scratching bovine leads scientists to reassess intelligence of cows
Brown Swiss in Austria has been discovered using tools in different ways – something only ever seen in humans and chimpanzees
www.theguardian.com
January 19, 2026 at 5:13 PM
"There is no suggestion that Veronika’s skills are evidence of the evolution of an ominous new species of super-cow." !!
Reposted
Nat Bullard has published his annual decarbonization deck for 2026
Presentations — Nat Bullard
www.nathanielbullard.com
January 15, 2026 at 12:33 PM
Nat Bullard has published his annual decarbonization deck for 2026
Reposted
Here's how Aurora Energy Research sees the UK offshore wind auction (AR7) cutting bills for consumers "£1bn by 2035"
* CfD payments go up
* Other costs go up (balancing, capacity mkt)
* Wholesale prices go down
* Overall costs go down
www.linkedin.com/posts/ivan-b...
* CfD payments go up
* Other costs go up (balancing, capacity mkt)
* Wholesale prices go down
* Overall costs go down
www.linkedin.com/posts/ivan-b...
January 15, 2026 at 11:51 AM
Here's how Aurora Energy Research sees the UK offshore wind auction (AR7) cutting bills for consumers "£1bn by 2035"
* CfD payments go up
* Other costs go up (balancing, capacity mkt)
* Wholesale prices go down
* Overall costs go down
www.linkedin.com/posts/ivan-b...
* CfD payments go up
* Other costs go up (balancing, capacity mkt)
* Wholesale prices go down
* Overall costs go down
www.linkedin.com/posts/ivan-b...
Early part of DESNZ Committee's 'Building support for the energy transition' session is going well for Ofcom (over handling of complaints etc) I was almost expecting someone to throw a 🛟
Parliamentlive.tv
Energy Security and Net Zero Committee
parliamentlive.tv
January 14, 2026 at 5:53 PM
Early part of DESNZ Committee's 'Building support for the energy transition' session is going well for Ofcom (over handling of complaints etc) I was almost expecting someone to throw a 🛟
Robin has won best energy geek toys!
I've moved the mini wind turbine into my office so it can sit in the background during calls…
Turns out it's quite the distraction. "What's that?!" 😅
It's currently showing the live output at Gwynt y Mor wind farm just off the North Wales coast.
Turns out it's quite the distraction. "What's that?!" 😅
It's currently showing the live output at Gwynt y Mor wind farm just off the North Wales coast.
January 13, 2026 at 12:46 PM
Robin has won best energy geek toys!
Reposted
NEW: Coal-fired power generation fell in both China and India in 2025, for the first time since 1973. The drop came after record clean energy additions in both countries, and was the first time that clean energy was a major driver of falling coal power use.
January 13, 2026 at 4:56 AM
NEW: Coal-fired power generation fell in both China and India in 2025, for the first time since 1973. The drop came after record clean energy additions in both countries, and was the first time that clean energy was a major driver of falling coal power use.
Reposted
NEW: A federal judge today struck down a stop work order Trump issued before Christmas on a big New England offshore wind project under construction
It’s a huge ruling and suggests other stop work orders against offshore wind farms in progress may very soon fail too
It’s a huge ruling and suggests other stop work orders against offshore wind farms in progress may very soon fail too
How Trump’s Case Against Revolution Wind Fell Apart (Again)
A federal court has once again allowed Orsted to resume construction on its offshore wind project.
heatmap.news
January 12, 2026 at 10:01 PM
NEW: A federal judge today struck down a stop work order Trump issued before Christmas on a big New England offshore wind project under construction
It’s a huge ruling and suggests other stop work orders against offshore wind farms in progress may very soon fail too
It’s a huge ruling and suggests other stop work orders against offshore wind farms in progress may very soon fail too
Reposted
Scoop: The EPA will no longer estimate the lives saved by reducing air pollution when writing clean-air regulations, according to documents reviewed by @nytimes.com.
Gift link: www.nytimes.com/2026/01/12/c...
Gift link: www.nytimes.com/2026/01/12/c...
E.P.A. to Stop Considering Lives Saved When Setting Rules on Air Pollution
www.nytimes.com
January 12, 2026 at 5:07 PM
Scoop: The EPA will no longer estimate the lives saved by reducing air pollution when writing clean-air regulations, according to documents reviewed by @nytimes.com.
Gift link: www.nytimes.com/2026/01/12/c...
Gift link: www.nytimes.com/2026/01/12/c...
Even if you see slightly different numbers its not going to change a project which has such a clear mismatch of proposed supply & demand
My assumption remains hydrogen (where needed & thats far less than much of the past hype) will mostly be produced & consumed within industrial zones
My assumption remains hydrogen (where needed & thats far less than much of the past hype) will mostly be produced & consumed within industrial zones
400km Hydrogen Pipeline With No Users Will Raise Germany’s Electricity Prices - CleanTechnica
Germany finished a 400km hydrogen pipeline with no suppliers or customers. The costs will persist for decades and raise electricity prices.
cleantechnica.com
January 12, 2026 at 10:35 AM
Even if you see slightly different numbers its not going to change a project which has such a clear mismatch of proposed supply & demand
My assumption remains hydrogen (where needed & thats far less than much of the past hype) will mostly be produced & consumed within industrial zones
My assumption remains hydrogen (where needed & thats far less than much of the past hype) will mostly be produced & consumed within industrial zones
What could possibly go wrong 😬
Land with 'perfect' caravan and lapsed plans for 'five-bedroom house' up for sale
A freehold building plot with recently lapsed planning consent is listed for sale at a guide price of £115,000 in Cwmbran
www.southwalesargus.co.uk
January 11, 2026 at 6:38 PM
What could possibly go wrong 😬
Given the seemingly endless (bad faith) arguments in the US about the need for fossil fuels for reliability it never ceases to surprise me what (by international comparisons SAIDI etc) terrible reliability standards are tolerated
FirstEnergy seeks Ohio’s approval to let power outages last longer, happen more often
FirstEnergy has asked state regulators for permission to extend the time its power companies, Cleveland Electric Illuminating Co., Ohio Edison and Toledo Edison, may take to restore service after an o...
www.cleveland.com
January 11, 2026 at 12:00 PM
Given the seemingly endless (bad faith) arguments in the US about the need for fossil fuels for reliability it never ceases to surprise me what (by international comparisons SAIDI etc) terrible reliability standards are tolerated
I'm not sure what the most passivhaus premium (ie surplus of renewable) home is in the UK but I see one planning proposal has requested, to add nearby, a 260 panel solar array (down from a previously refused 760!)
For context Ofgem estimates a typical UK home uses 2,700 kWh
For context Ofgem estimates a typical UK home uses 2,700 kWh
January 10, 2026 at 11:42 AM
I'm not sure what the most passivhaus premium (ie surplus of renewable) home is in the UK but I see one planning proposal has requested, to add nearby, a 260 panel solar array (down from a previously refused 760!)
For context Ofgem estimates a typical UK home uses 2,700 kWh
For context Ofgem estimates a typical UK home uses 2,700 kWh
Reposted
A milestone we didn't want to see - Russia has made one trillion euros on fossil fuel exports since the start of the full-scale invasion of Ukraine. All the more reason to shift away from dependence on dirty energy and to strengthen sanctions on Russia.
🇷🇺❗1 TRILLION EUROS❗
🚨 Russian fossil fuel revenues hit EUR 1TN - since 2022 full-scale invasion of Ukraine
CREA calls for:
🛢️ Shutting down shadow fleet & refining loophole
🌿 Diversifying from Russian gas
🇺🇦 Facilitating self-determined peace in Ukraine
www.youtube.com/shorts/3YO4C...
🚨 Russian fossil fuel revenues hit EUR 1TN - since 2022 full-scale invasion of Ukraine
CREA calls for:
🛢️ Shutting down shadow fleet & refining loophole
🌿 Diversifying from Russian gas
🇺🇦 Facilitating self-determined peace in Ukraine
www.youtube.com/shorts/3YO4C...
January 6, 2026 at 6:21 PM
A milestone we didn't want to see - Russia has made one trillion euros on fossil fuel exports since the start of the full-scale invasion of Ukraine. All the more reason to shift away from dependence on dirty energy and to strengthen sanctions on Russia.
Reposted
Happy GB 2026 peak power demand day! (Maybe)
GB *transmission* system demand is currently ~45GW and will probably peak somewhere around 49-50GW according to BMRS.
Transmission system is an important distinction as it's not always true demand - National Demand is lower, will peak at ~47GW...
GB *transmission* system demand is currently ~45GW and will probably peak somewhere around 49-50GW according to BMRS.
Transmission system is an important distinction as it's not always true demand - National Demand is lower, will peak at ~47GW...
January 5, 2026 at 12:18 PM
Happy GB 2026 peak power demand day! (Maybe)
GB *transmission* system demand is currently ~45GW and will probably peak somewhere around 49-50GW according to BMRS.
Transmission system is an important distinction as it's not always true demand - National Demand is lower, will peak at ~47GW...
GB *transmission* system demand is currently ~45GW and will probably peak somewhere around 49-50GW according to BMRS.
Transmission system is an important distinction as it's not always true demand - National Demand is lower, will peak at ~47GW...
Reposted
Country 9 in global oil reserves has invaded country 1 and arrested its president. Country 7 is under sanctions and its refineries are being destroyed. Country 2 is facing off with country 6. And there are riots in country 3. But oil is only $60/bbl. Maybe oil is not as critical as it used to be?
January 3, 2026 at 6:38 PM
Country 9 in global oil reserves has invaded country 1 and arrested its president. Country 7 is under sanctions and its refineries are being destroyed. Country 2 is facing off with country 6. And there are riots in country 3. But oil is only $60/bbl. Maybe oil is not as critical as it used to be?
~2 weeks after the shortest day and the SW's solar is starting to stretch its legs again...
January 3, 2026 at 1:41 PM
~2 weeks after the shortest day and the SW's solar is starting to stretch its legs again...