This is Not Cool

For the average MAGA Republican white guy, they may be “shithole Countries”.
But the most dynamic and rapidly growing markets of coming decades are in the developing world.
They’ve been watching. Taking notes.
The Trump administration’s energy policies have been shaped by gas barons like big donor Harold Hamm and his hand-picked energy secretary, fracking mogul Chris Wright.
Their whole play is to cajole, coax, threaten or force US states and the developing world to build and lock in expensive natural gas infrastructure – pipelines, LNG export and re-gasifying facilities.
They’ve also made it clear that they are untrustworthy, unreliable, and willing to brutally betray anyone that displeases them.
50 years ago there weren’t many other places to go for energy. Now, they have abundant and cost effective clean energy alternatives.
What do you think they’re going to do?

Financial Times:

Donald Trump’s war on Iran will have many unforeseen consequences that he won’t like. One of them is likely to be an acceleration of the global shift to low-carbon energy.

As my FT colleague Gideon Rachman points out, Iran has now proven that control of the strait “gives it a stranglehold over the world economy . . . Even if the Islamic republic decides, at some point, that it has an interest in reopening the Strait of Hormuz — it will always want to retain the option of closing it again as a visible threat to ward off aggressors.”

Heavy reliance on imported oil and gas, in short, means a chronic risk of severe and unpredictable economic shocks. The Iran crisis has focused the minds of governments around the world on this problem — and on how clean energy could help them address it.

“I think we should take this opportunity to transition to renewable energy more quickly and at a large scale,” South Korean President Lee Jae-myung told a cabinet meeting as the war escalated.

On Friday last week, economic ministers from south-east Asian countries agreed at an Asean meeting to “accelerate [the] renewable energy transition” to “strengthen regional energy security and resilience”.

Continue reading “Iran War Makes Renewables the Obvious Choice for Developing World”

LA Times:

California’s snowpack is supposed to reach its peak April 1, so today, state surveyors hold their final Sierra snow survey of the year. 

But instead of peak snow, there’s almost none. 

Snow across California’s Sierra Nevada measured just 18% of average Monday — among the smallest in decades. A month of record-shattering heat thawed the snow and sent runoff coursing into streams and rivers, leaving only minimal water in the mountains as the state heads into dry season.

The early melt is a symptom of global warming that scientists say is becoming more pronounced.

“This particular year is as clear an indication of the influence of climate change as anything we’ve seen,” said Peter Gleick, a leading water scientist and co-founder of the Pacific Institute. “Climate change is influencing California’s water system quickly and severely.”

This year the Sierra snowpack peaked on Feb. 25 at 73% of average.

The summerlike heat in March broke monthly records in many areas of the Western U.S., accelerating the melting of snow in the Rocky Mountains as well.

Continue reading “Farmers, Scientists Sounding Alarm on Western Snowpack”

Electrek:

Iran’s Islamic Revolutionary Guard Corps (IRGC) has named Tesla among 18 US companies whose Middle East operations it is threatening to attack in retaliation for the killings of Iranian military leaders. The threat carries an explicit deadline: 8:00 PM Tehran time on April 1.

Tesla has been rapidly expanding across the Gulf over the past year, with showrooms, service centers, and more than 30 Supercharger stations now operating in the UAE, Saudi Arabia, and Qatar — all directly in the crosshairs.

In a statement published through Sepah News, its official outlet, the IRGC declared that “for every assassination, a U.S. company will be destroyed,” and warned that 18 American firms should “expect the destruction of their respective units” starting Wednesday evening.

The full list includes Cisco, HP, Intel, Oracle, Microsoft, Apple, Google, Meta, IBM, Dell, Palantir, Nvidia, JPMorgan Chase, Tesla, General Electric, Boeing, Spire Solutions, and UAE-based AI firm G42.

Continue reading “Iran Targeting Tesla, Among Other US Corporations”

Sticking to his guns, Trump official refuses to waffle on his teleportation claims.
So if you’re trapped on your roof by a flood, no worries, he’ll beam you up.

Raw Story:

In the wake of CNN’s bizarre report that President Donald Trump’s Federal Emergency Management Agency disaster chief Gregg Phillips has claimed that he was “teleported” to a Waffle House 50 miles away, Phillips doubled down, proclaiming “haters gonna hate” in a post to Truth Social.

“I have no regrets for my words nor my faith in my Savior, Jesus Christ,” wrote Phillips. “The Bible has many examples of the power of God.” He also claimed his words were taken “out of context,” and in another post structured like a poem, stated, “I know what I’ve experienced,” and compared himself to Jesus Christ being resurrected from the dead.

In addition to the Waffle House claim, Phillips said that at one point while he was driving, his vehicle was “lifted up” by supernatural forces and transported to a nearby church. 

Continue reading “Trump’s Disaster Master Doubles Down on Teleporting to Church, and Waffle House”

US Gas barons have been celebrating the death and destruction in the Middle East, as short term outlook is favorable for US LNG exporters.
That may not be a permanent situation.

Wall Street Journal:

Stocks of U.S. liquefied-natural-gas companies have been on a tear, as higher gas prices will juice profits. But investors are ignoring the flip side of the Iran crisis: High prices are likely to rewire demand in ways that hurt the industry’s expansion plans. 

LNG has the same chokepoint as oil. Around a fifth of global supply is trapped behind the Strait of Hormuz, and most of this LNG comes from a single Qatari facility that has been struck by Iranian missiles. Qatar says it will take up to five years to repair damage to the Ras Laffan site, which will delay how soon flows go back to normal and keep global prices high. 

This is good for U.S. LNG producers whose supplies are still flowing. Shares in Venture Global, which has higher exposure to surging spot prices, have risen 74% since the start of the war. Cheniere Energy LNG , which has more of its supply locked into long-term contracts, is up 25%.

But higher-for-longer prices muddy the long-term outlook for LNG. Exports of the fuel are marketed around the world as affordable and helpful for energy security. The U.S. Department of Energy has even referred to the fuel as “molecules of U.S. freedom.” 

Continue reading “War a Blow to LNG’s “Freedom Molecules” Image”

In the America I grew up in, we were, at least, we liked to think, the Good Guys.
Now, we have gone full Bad Guy. MAGA seems to like that idea.
Oil corrupts.

Wall Street Journal:

President Trump told aides he’s willing to end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed, administration officials said, likely extending Tehran’s firm grip on the waterway and leaving a complex operation to reopen it for a later date.

In recent days, Trump and his aides assessed that a mission to pry open the chokepoint would push the conflict beyond his timeline of four to six weeks. He decided that the U.S. should achieve its main goals of hobbling Iran’s navy and its missile stocks and wind down current hostilities while pressuring Tehran diplomatically to resume the free flow of trade. If that fails, Washington would press allies in Europe and the Gulf to take the lead on reopening the strait, the officials said. 

There are also military options the president could decide on, but they aren’t his immediate priority, they said.

Trump on Tuesday morning urged other countries to launch their own operation to wrest control of the strait from Iran, blaming countries like the U.K. for not joining the U.S.-Israeli mission against the Islamic Republic.

“Build up some delayed courage, go to the Strait, and just TAKE IT. You’ll have to start learning how to fight for yourself, the U.S.A. won’t be there to help you anymore, just like you weren’t there for us,” Trump posted on his Truth Social network. “Iran has been, essentially, decimated. The hard part is done. Go get your own oil!”

Continue reading “Trump: If You Want Oil, Go and Take it Yourself”

Description:
Eric Nuttall, senior portfolio manager at Nine Point, said that oil disruption from war with Iran is projected to be worse than during the COVID pandemic as the Strait of Hormuz remains closed.
Nuttall said that the oil companies are quickly working their way through the buffer supply of oil and expects that it will lead to physical shortages of oil barrels.

Below, a Wharton School professor: “I am more concerned than the average.”

Not just high prices, actual shortages of critical oil and gas supplies.

Continue reading ““The Level of Complacency is Astounding”- Oil Experts Predict Big Shocks”

Fossil fuel apologists and shills have been pantsed by reality as the attack on Iran and subsequent closure of the Strait of Hormuz starkly revealed the national security vulnerability of a fossil fuel based economy.

OilPrice:

Europe has made significant progress weaning itself off of Russian oil and gas imports and building up its own energy supply chains. But the European Union still relies on imports for more than half of its energy needs, leaving it achingly vulnerable to the current energy crisis stemming from the blockage of the Strait of Hormuz and the war that the United States and Israel are waging in Iran. 

But while most of Europe’s major economies are scrambling to mitigate the damage of skyrocketing energy prices, one nation is feeling pretty good about its prospects. Spain could be sitting pretty thanks to its enormous investment in solar energy in recent years – but as much as Spain is turning into a role model for autonomy and resilience through clean energy, it may not be a formula for success in other European nations.

“Spain can demonstrate examples of how investing in renewable energy helps our households experience a lower impact from gas price increases,” Prime Minister Pedro Sánchez of Spain said in Brussels, the seat of the European Commission, on Thursday. At present, renewables represent almost 60 percent of Spain’s energy mix. 

“Last Saturday, the price per megawatt-hour of electricity in Spain was €14, while in Italy, Germany and France, consumers were paying over €100,” Sánchez went on to say. “That difference in price was not the result of random luck, but rather because this government has spent the last eight years working to be at the forefront of renewable energy deployment.”

—

Below, fossil fuel shill Michael Shellenberger scrambling to cover his sorry ass.

We should have spent more on green energy, say the media. No, we shouldn't have. The $2 trillion we spent did nothing to prevent the energy crisis and may even have caused it. pic.twitter.com/HsmdRUJkKC

— Michael Shellenberger (@shellenberger) March 29, 2026

Continue reading “Fossil Shills CYA as War Shines Light on Gas Security”

Bloomberg:

The biggest oil supply shock in history has reached the one-month mark. Prices have surged, growth forecasts are being cut worldwide, and shortages are emerging across Asia, from Thailand to Pakistan.

But the energy industry is warning that the crisis is only beginning.

In conversations with more than three dozen oil and gas traders, executives, brokers, shippers and advisers over the last week, one message was repeated over and over: The world still hasn’t grasped the severity of the situation. Many drew parallels with the 1970s oil shock, warning the closure of the Strait of Hormuz is threatening an even bigger crisis. Fuel crunches hitting Asia will soon start spreading west, they said. Europe is likely to face surging prices to secure cargoes and is at risk of diesel shortages in the coming weeks.

Yahoo:

Oil prices could hit $200 per barrel if the war in Iran persists through the end of June, according to strategists from Macquarie Group.

If the war were to stretch well into summer, the strategists wrote in a client note on Wednesday, prices would need to move high enough to “destroy an historically large amount of global oil demand,” likely requiring Brent crude prices above $200 per barrel and pushing US gasoline prices up to roughly $7 per gallon.

Continue reading “It’s Worse than You Think”

Jason Box has an update on arctic changes from the Arctic Monitoring and Assessment Program, which is a project of the Arctic Council.

Starts with a bunch of very small graphs, but don’t get discouraged, he focuses on each one full screen as the talk goes on. Less than 20 minutes and a thorough, if sobering, update.