The world has been running on oil buffers since the Strait of Hormuz disruption began. But buffers run out. Energy Gang explores what happens if the market needs US$150 to US$200 per barrel to rebalance supply and demand: okt.to/mLE5f4

Austin and Atlanta's ride-sharing markets are growing 2x faster than other US cities. Why? Autonomous vehicles. Counterintuitive data: AV markets see higher human driver earnings, not lower. @Uber strategy on EVs, AVs & competing with data centres: okt.to/CKGThV

PJM's capacity prices jumped from $28 to $270. All 13 governors met at the White House. The decision: data centres must pay their own way. New Energy Gang with Asim Haque from @pjminterconnect and @AmyJaffeenergy breaks down what happens next: okt.to/liICQ6 🧵👇

"Trump doesn't get to decide when this ends now. The Iranians do. The world of February 27th no longer exists." @samanthaenergy on why markets haven't priced the Iran scenario correctly. New Energy Gang: okt.to/m0DZxX

80% of US energy was fossil fuels in 1980. Despite massive renewable deployment exceeding projections, it’s still 80% in 2026. New episode with @amoshochstein, @AmyJaffeenergy & @samanthaenergy on why the energy transition is far harder than assumed: okt.to/89hIDv 🧵👇

Natural gas prices jumped 56% year on year, yet the pressure on the grid is only intensifying. In the latest episode, experts unpack the forces shaping the age of electricity & what that means for households, markets & investment. Explore the discussion: okt.to/h5qpBa

Electricity bills up 26%. Household incomes up 23%. And the real pressure on the grid hasn’t even started yet. New Energy Gang with Ed Crooks, @mclott and @PaulSegal12 (@LSPowerGroup) on what’s straining the system and the solutions being considered: okt.to/AGykev

15% of the world’s crude oil and 20% of LNG flow through the Strait of Hormuz and it’s effectively closed. Food prices are soaring and global recession risk rising. Full episode of Energy Gang breaking down the crisis: okt.to/SJx6An #energy #straitofhormuz #recession

Why is US infrastructure so expensive to build now? America now has suppressed economic growth, not suppressed demand, because power infrastructure costs more and takes longer to build than anywhere else, including China. Full episode on YouTube: okt.to/jDPsfk

Why your electric bill keeps rising and what fixes it. VPPs use existing infrastructure more efficiently instead of building costly new power plants. Affordability is now the single biggest energy issue in America, says @Tesla residential energy director: okt.to/5B7yYn

Ship traffic through the Strait of Hormuz has collapsed 90%. 20,000 seafarers are trapped. And the implications for global energy are staggering. We are releasing an episode to break down what happens when the world's most critical energy chokepoint effectively closes 🧵👇

Introducing Energy Gang: Instant Insights. Our new series delivering high-value energy takeaways in minutes when you don’t have time for full episodes. First insight: AI is surging, but the US grid can’t keep up. Subscribe for Instant Insights: okt.to/6Vf53C

Distribution costs are 30-40% of your electric bill. Distribution costs make up 30-40% of electricity rates and they're rising. @Tesla is using virtual power plants across different markets to unlock local value and keep costs down. Full ep on YouTube: okt.to/r0Kkno

Your home battery could prevent blackouts right now but most electricity markets won't let it. @colby_energy from @Tesla reveals why 37.5 GW of VPP capacity sits under utilised. Key stats that should worry you 🧵👇

America needs to build the equivalent of 15 New York Cities worth of power in 4 years. China built 40% of our entire system in 1 year. @Ed_Crooks reports live from @ACORE on the infrastructure crisis holding back AI. 🧵👇

Domestic solar panels cost 2x imports. Tax credits end 2027. New FEOC rules ban Chinese supply chains. US renewable developers face an impossible choice: affordability vs manufacturing vs security. @Ed_Crooks breaks down the trade-offs at @ACORE: okt.to/RW4EaM

Supreme Court just changed renewable energy economics. The US renewable energy industry has had a whiplash year: tax credits slashed, Supreme Court rulings and total policy uncertainty. @Ed_Crook breaks down what's next from the @ACORE Policy Forum: okt.to/LCf7PS

Why the power grid can’t keep up. The grid moved slowly for decades. Battery storage is forcing it to move fast. @Ed_Crooks, @AmyJaffeenergy & @NebredaJulian discuss what's changing: okt.to/xSrmYo