Nick Cunningham @nickcunningham.bsky.social · 1hsays a lot about Kotek that she may lose in a blue state during a blue wave 020
Nick Cunningham @nickcunningham.bsky.social · 17hIn China, heavy duty electric trucks on track to be 1/3 of sales by the end of the year www.bloomberg.com/news/feature... 194
Nick Cunningham @nickcunningham.bsky.social · 18hI don't have a solid grasp on the impacts of "permitting reform", including this specific bill that has momentum. I'll just note that oil lobbyists are excited about it (and have long been big cheerleaders) 1111
Nick Cunningham @nickcunningham.bsky.social · 23hah so much for the "cleanest" LNG in the world. FWIW I looked at these claims 5 years ago, yet Canadian and BC officials routinely touted hydro-powered LNG facilities as a reason not to worry about climate impacts Shell will instead use gas turbines www.desmog.com/2021/08/13/l...desmog.comLNG Projects Make Claims of 'Net-Zero' to Ease Way for ExpansionUnder growing pressure to rein in greenhouse gas emissions, developers of liquefied natural gas (LNG) are turning to questionable claims about “carbon neutrality,” “net-zero,” or “green LNG,” in order... 3145
Nick Cunningham @nickcunningham.bsky.social · 23hReally interesting. Texas and California have added a lot of battery storage. PJM (midatlantic) hasnt. PJM has more threats of blackouts and much higher prices www.bloomberg.com/news/article... 032
Reposted by Nick CunninghamRevolving Door Project @revolvingdoordc.bsky.social · 28/09/2026Bad news for Exxon, and a win for the power of public pressure calling out the blatant corruption of the Roberts Court: Justice Alito is stepping down from further participating in Suncor v. Boulder, a week before oral arguments. We've been calling for his recusal from this case for YEARS: 🧵 720366
Nick Cunningham @nickcunningham.bsky.social · 28/09/2026really incredible reporting on Kimberly Guilfoyle (US ambassador to Greece). She's made it her mission to promote US LNG in southern Europe also lots of bizarre details illustrating Trump admin's gangster diplomacy www.wsj.com/articles/kim... 084
Nick Cunningham @nickcunningham.bsky.social · 28/09/2026Ample supply of LNG available to Europe under Methane Regulation “The gas industry has spent months warning that Europe’s methane rules threaten its energy security. When we traced where Europe’s gas actually comes from...that picture simply didn’t hold” gasoutlook.com/analysis/amp...gasoutlook.comAmple supply of LNG available to Europe under Methane Regulation – new analysis - Gas OutlookThe gas industry has opposed the forthcoming requirements under the EU Methane Regulation. But a new analysis finds little risk to Europe in implementing the rules, as the volume of available LNG that... 011
Reposted by Nick CunninghamKevin J. Kircher @kevinjkircher.com · 26/09/2026About 5% of US households heat with oil, mostly in rural areas and the Northeast. At these heating oil prices, a new heat pump pays for itself in oil cost savings in just a few years - and does double duty as a new central air conditioner. I hope that 5% becomes 0% this winter. 125212
Reposted by Nick CunninghamDave Levitan @davelevitan.bsky.social · 26/09/2026“I’ll keep up the incredibly stupid bombing after the election” sure seems like a winning election message 45913
Nick Cunningham @nickcunningham.bsky.social · 25/09/2026good news story www.nytimes.com/2026/09/24/c...nytimes.comSalmon Are Thriving After Klamath Dam Removals, Study Finds (Gift Article)The first fall runs of chinook salmon since the project in California and Oregon was completed have surpassed researchers’ expectations. 022
Nick Cunningham @nickcunningham.bsky.social · 25/09/2026another blow to Asian LNG demand story www.bloomberg.com/news/article...bloomberg.comTaiwan Backs Early Plan to Restart Nuclear Power in Policy ShiftTaiwan has approved a preliminary plan to restart an idled atomic power plant, marking a reversal of the ruling party’s anti-nuclear stance as the island pursues greater energy security. 0244
Nick Cunningham @nickcunningham.bsky.social · 25/09/2026im not into political ads, but gotta say, this is one of the better ones 130
Nick Cunningham @nickcunningham.bsky.social · 24/09/2026Look what just arrived. Congrats @amywestervelt.bsky.social, I’m excited to read! 1277
Nick Cunningham @nickcunningham.bsky.social · 24/09/2026imagine if this was put into clean energy, electrification, housing, transit, etc. www.wsj.com/economy/the-... 1185
Reposted by Nick CunninghamThomas Seal @twseal.bsky.social · 23/09/2026As soon as next week, the backers of LNG Canada in northern BC are set to announce a final investment decision to proceed with plans to increase its maximum output to 28 million metric tons a year w/ Ruth Liao and @brianplatt.bsky.socialbloomberg.comShell, Partners Poised to Approve Doubling of LNG Canada ProjectShareholders of Canada’s biggest liquefied natural gas facility, including Shell Plc, are poised to make the financial commitment to double the project’s capacity as soon as next week, according to pe... 047
Reposted by Nick CunninghamDavid Moore @davidrussellmoore.bsky.social · 23/09/2026New: Jake Sullivan moved to the hedge fund, private equity, defense-contractor speaking circuit, paid more than half a million dollars last year. The former national security adviser in 2024 defended U.S. weapons to Israel in its assault on Gaza.readsludge.comJake Sullivan Cashes In on the Corporate Speaking Circuit After Defending U.S. Support for Israel’s Gaza AssaultBiden’s former national security adviser collected $560,000 in speaking fees from private equity firms, corporations, and exclusive gatherings for investors and executives in 2025. He now backs withho... 266
Nick Cunningham @nickcunningham.bsky.social · 22/09/2026The FBI Anti-Corruption Squad Was Circling Susan Collins — Until Trump Got in the Way www.propublica.org/article/fbi-...propublica.orgThe FBI Anti-Corruption Squad Was Circling Susan Collins — Until Trump Got in the WayAfter the FBI caught a defense contractor’s CEO making illegal campaign contributions, it sought to launch a sweeping political bribery probe involving Collins and others. Then the second Trump admini... 072
Reposted by Nick CunninghamSenator Chris Van Hollen @vanhollen.senate.gov · 21/09/2026If European countries & other signatories to the International Criminal Court have any self-respect, they'd sanction Rubio & Trump for obstructing investigations of Netanyahu's war crimes.wsj.comExclusive | Trump Ramps Up Bid to Dismantle International Criminal CourtThe U.S. administration is preparing sweeping sanctions that would cut the court off from much of the global financial system. 742106561
Reposted by Nick CunninghamIsabella M. Weber @isabellamweber.bsky.social · 20/09/2026People struggling financially have voted predominantly for the AfD in recent elections. Not in Berlin. The Left put socializing corporate landlords on the ballot, and won the election and this group. 8478134
Reposted by Nick CunninghamFieldnotes @fieldnotes.co · 18/09/2026NEW: Oil & gas corporations have been working hand-in-glove with the Trump admin to gut methane regs. Check out our investigation—based on internal comms that were never meant to be public, FOIA records, and more—to learn how industry has been maneuvering behind the scenes.fieldnotes.co‘And Not Much More’: Inside the Oil & Gas Industry’s Campaign Against…Fieldnotes is a watchdog group that investigates the oil and gas industry. 087
Reposted by Nick CunninghamJustin Mikulka @justinmikulka.bsky.social · 18/09/2026"Surging renewables are dislodging gas, and gas consumption in China may have already entered a plateau. LNG has long faced an uphill battle in the electric power sector in China. Analysts say LNG becomes competitive with coal when prices are $6/MMBtu. Current spot prices are five times higher."gasoutlook.comDemand scenarios diverge at Gastech - Gas OutlookGastech participants saw no immediate end to the Middle East crisis disrupting energy supplies. Executives disagreed over what that means for LNG long-term. 0207
Reposted by Nick CunninghamDavid Roberts @volts.wtf · 18/09/2026It's so funny that Mamdani is doing *exactly* what the abundance types are calling for -- competent government in service of constituents' quality of life -- but they can't embrace him because their billionaire donors hate Muslims. 562032366
Nick Cunningham @nickcunningham.bsky.social · 18/09/2026excited to see @quinnglabicki.bsky.social at the NYT, someone who has covered fracking for years. I didnt realize that fracking wastewater wells were on the agenda for the OH governor's race. Interesting! www.nytimes.com/2026/09/17/c...nytimes.comToxic Fracking Waste Becoming a Political Issue in Ohio (Gift Article)The Democratic candidate for governor backed restrictions on disposal of fracking wastewater around a hard-hit town, and called for a “thorough investigation” of the dangers. 054
Nick Cunningham @nickcunningham.bsky.social · 18/09/2026Demand scenarios diverge at Gastech Gastech participants generally saw no immediate end to the Middle East crisis disrupting energy supplies. But executives disagreed over what that means for long-term LNG demand. gasoutlook.com/analysis/dem...gasoutlook.comDemand scenarios diverge at Gastech - Gas OutlookGastech participants saw no immediate end to the Middle East crisis disrupting energy supplies. Executives disagreed over what that means for LNG long-term. 034
Reposted by Nick CunninghamApril Ehrlich @aprilehrlich.bsky.social · 17/09/2026Data centers are consuming a quarter of Oregon’s power. www.opb.org/article/2026...opb.orgOregon data centers by the numbers: 111 facilities consume nearly one-quarter of state’s power, according to new reportA first-of-its-kind report details the footprint of the controversial facilities. 28658
Nick Cunningham @nickcunningham.bsky.social · 17/09/2026crazy how pro-killing and pro-destruction this admin is www.nytimes.com/2026/09/16/c... 182
Nick Cunningham @nickcunningham.bsky.social · 17/09/2026energy traders drink sake and carve up tuna as they celebrate their war-time profits www.wsj.com/business/ene...wsj.comBarrels of Sake and Rooftop Galas: Energy Traders Toast the War BoomAs geopolitical conflict disrupts global supply, commodities brokers and traders are reaping profits. 041
Nick Cunningham @nickcunningham.bsky.social · 16/09/2026Vietnam facing grid pressure, potential blackouts in next few years as demand outstrips supply. Looks like they are considering coal & renewables. Importantly, gas is losing out www.bloomberg.com/news/article... 052
Nick Cunningham @nickcunningham.bsky.social · 16/09/2026Gastech: Bullish talk, angst over prices At Gastech, gas executives continue to claim the rise in gas demand through 2050 is unstoppable. But today’s prices have buyers considering alternatives. gasoutlook.com/analysis/gas...gasoutlook.comGastech: Bullish talk, angst over prices - Gas OutlookAt Gastech, gas executives continue to claim the rise in gas demand through 2050 is unstoppable. But today’s prices have buyers considering alternatives. 030
Nick Cunningham @nickcunningham.bsky.social · 15/09/2026incredible timing if Libyan oil goes offline www.reuters.com/business/ene...reuters.comLibya's NOC says it may declare force majeure after protests hit oil facilitiesOperations were suspended at several oilfields after members of the security force charged with protecting Libya's oil sector closed a valve on the main Hamada-Zawiya crude-loading pipeline, the Nat... 073
Reposted by Nick CunninghamCarl Quintanilla @carlquintanilla.bsky.social · 15/09/2026“.. LNG can be shipped halfway around the world, but Russia, Qatar and now the US have each demonstrated how quickly politics can disrupt those flows. .. The remarkable thing isn’t that countries are finally learning this. It’s that anyone still needed the lesson.” www.bloomberg.com/opinion/arti... 527061
Nick Cunningham @nickcunningham.bsky.social · 15/09/2026radioactive air plumes near oil and gas drilling in New Mexico capitalandmain.com/studies-link...capitalandmain.comStudies Link New Mexico Drilling to Radiation, Air Pollution, Health RisksSmall towns in the Permian Basin have become a petri dish for the perils of living amid the nation's largest oil fields. 0135
Reposted by Nick CunninghamCarl Quintanilla @carlquintanilla.bsky.social · 15/09/2026* OIL LOADINGS SUSPENDED AT TOP SAUDI RED SEA PORT OF YANBU AFTER PREVIOUS ATTACK ON EAST-WEST PIPELINE -- SHIPPING SOURCES @reuters.com 1624163
Reposted by Nick CunninghamPatrick De Haan @gasbuddyguy.bsky.social · 15/09/2026new all-time diesel price records today set in: Michigan ($6.27), Indiana ($6.22), Wisconsin ($6.11) and Illinois ($6.22), knocking out records set this spring. 814448
Reposted by Nick CunninghamBen Winkley, rendered inadmissible @benwinkley.bsky.social · 15/09/2026no surprise Saudi Aramco is cancelling or deferring some crude cargoes due to load this month for European customers, given the apparent damage to the E-W pipe. But this is reputationally awful for Aramco, which prides itself on its reliability www.argusmedia.com/en/news-and-...argusmedia.comAramco defers, cancels some European Sep crude: Sources | Latest Market NewsSaudi state-controlled Aramco has cancelled or deferred term crude supplies to some European refiners that were scheduled to load in late September, according to market sources. 186
Nick Cunningham @nickcunningham.bsky.social · 15/09/2026US ‘super-emitters’ of planet heating methane identified by satellite analysis www.theguardian.com/environment/...theguardian.comUS ‘super-emitters’ of planet heating methane identified by satellite analysisEnergy Transfer, whose CEO is a major Trump donor, named as biggest single methane producer in new rankings 02411
Nick Cunningham @nickcunningham.bsky.social · 14/09/2026refineries running full tilt to take advantage of historic crack spreads, delaying maintenance. There are risks in doing that 0103
Nick Cunningham @nickcunningham.bsky.social · 14/09/2026Gas pipeline replacement driving up customer bills gasoutlook.com/analysis/gas... 021
Reposted by Nick CunninghamAbe Scarr @abescarr.bsky.social · 14/09/2026In good company with @kgeorgebagdanov.bsky.social & @justingundlach.bsky.social discussing wasteful gas utility pipe replacement spending and the regulatory treatment that facilitates it - reacting to new @buildingdecarb.org report. @nickcunningham.bsky.social gasoutlook.com/analysis/gas...gasoutlook.comGas pipeline replacement driving up customer bills - Gas OutlookUtilities are spending billions of dollars replacing aging gas lines. But experts question the safety benefit even as ratepayers are picking up the tab. 021
Nick Cunningham @nickcunningham.bsky.social · 12/09/2026A Texas LNG Plant Pumps Out Chronic, Unpermitted Pollution, a Watchdog Finds insideclimatenews.org/news/1109202...insideclimatenews.orgA Texas LNG Plant Pumps Out Chronic, Unpermitted Pollution, a Watchdog Finds - Inside Climate NewsOilfield Witness identified 532 unpermitted emission events reported by Freeport LNG since 2019, but just seven penalty fines levied by Texas’ environmental regulator. 1159
Nick Cunningham @nickcunningham.bsky.social · 10/09/2026Argentina's Milei thinks 2 million people will move from Buenos Aires into the oil fields. reminder that oil drilling is capital-intensive, not labor-intensive www.ft.com/content/75b9... 250
Reposted by Nick CunninghamDan Gearino @dangearino.bsky.social · 10/09/2026"The key story here is batteries," said Ed Smeloff, explaining how California drastically cut its gas use. These charts tell the story, comparing the 2026 peak demand day on the California grid to the all-time peak in 2022. insideclimatenews.org/news/1009202... #energysky 22214
Nick Cunningham @nickcunningham.bsky.social · 10/09/2026at oil industry APPEC conference in Singapore, convos of those in Asian oil industry grapple with how to solve hormuz "The answer was remarkably consistent. U.S. President Donald Trump needs to back down and leave the Gulf region" www.reuters.com/commentary/r...reuters.comCOMMENTARY: Asia's oil industry wants Trump to leave the Gulf, but expects he won'tAsia's crude oil industry has a good idea of how to end the current crisis created by the Iran conflict. But they also know their wish is unlikely to be granted and they are hunkering down for an exte... 141
Reposted by Nick CunninghamRory Johnston @roryjohnston.bsky.social · 10/09/2026Crude flying this morning—Brent now above $104/bbl. Wheels coming off. 741577414
Reposted by Nick CunninghamRory Johnston @roryjohnston.bsky.social · 09/09/2026US diesel now fetching more than $200 per barrel. Highest print of the Hormuz crisis thus far, only two days closed at the height of the April 2022 crisis closed higher. 20510154