iiinova — where your digital self keeps evolving

Nick Cunningham @nickcunningham.bsky.social · 07/10/2026

the fruits of a single-minded and maniacal focus on supporting Israeli genocide

Nick Cunningham @nickcunningham.bsky.social · 01/10/2026

and from @davidfickling.bsky.social one of the wildest charts I've seen in a while on the issue. Look at that tiny black sliver of actual gas demand growth in Asia (vs forecast) and same for solar www.bloomberg.com/opinion/arti...

0135

Nick Cunningham @nickcunningham.bsky.social · 30/09/2026

come on man, what planet do you live on

040

Nick Cunningham @nickcunningham.bsky.social · 30/09/2026

In 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 · 30/09/2026

I 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 · 29/09/2026

Really 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

Nick Cunningham @nickcunningham.bsky.social · 28/09/2026

really 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...

094

Nick Cunningham @nickcunningham.bsky.social · 24/09/2026

Look what just arrived. Congrats @amywestervelt.bsky.social, I’m excited to read!

1277

Nick Cunningham @nickcunningham.bsky.social · 24/09/2026

imagine if this was put into clean energy, electrification, housing, transit, etc. www.wsj.com/economy/the-...

1185

Nick Cunningham @nickcunningham.bsky.social · 17/09/2026

crazy how pro-killing and pro-destruction this admin is www.nytimes.com/2026/09/16/c...

182

Nick Cunningham @nickcunningham.bsky.social · 16/09/2026

Vietnam 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 · 14/09/2026

Gas pipeline replacement driving up customer bills gasoutlook.com/analysis/gas...

021

Nick Cunningham @nickcunningham.bsky.social · 10/09/2026

Argentina'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

Nick Cunningham @nickcunningham.bsky.social · 08/09/2026

Snarled LNG traffic from Hormuz has strained global LNG supplies. Europe is feeling the pain. gasoutlook.com/analysis/eur...

021

Nick Cunningham @nickcunningham.bsky.social · 20/08/2026

really excellent WSJ article on the breakdown of off-grid power at Xai and other data centers. www.wsj.com/business/ene... I'd note that @brendan.bsky.social pointed this kinda risk out to me a few weeks ago --> gasoutlook.com/analysis/gas...

021

Nick Cunningham @nickcunningham.bsky.social · 19/08/2026

LNG for electricity in India is not really a thing, so don't let the gas industry tell you its going to replace coal LNG prices shot up from $11 to $22 bc of war, but as this quote notes, LNG would need to be around $5 to compete gasoutlook.com/analysis/ind...

Purva Jain, Lead Energy Specialist (Gas, South Asia) at IEEFA, told Gas Outlook that the government retired about 5 GW of stranded gas-fired power capacity in 2025 due to inoperability, with no plans to build new capacity in the near future.

“From a cost-economic perspective, fuel prices would likely have to fall to $5-5.75/MMBtu for gas-fired power plants to compete with coal and renewables in India, so their role in regular power supply is quite limited,” she said.

124

Nick Cunningham @nickcunningham.bsky.social · 06/08/2026

Third Way is a Wall Street funded "centrist" think tank that reflects the wishes of Wall Street They're framed as "moderates" b/c big money interests are considered "moderate" and "bipartisan" in DC. Where's the $15m coming from? www.nytimes.com/2026/08/06/u...

142

Nick Cunningham @nickcunningham.bsky.social · 24/07/2026

Dropsite News reporting that 1) Ecuadorian official investigating US drone strikes on boats was assassinated 2) boat survivors were held and tortured by men in US military uniforms, and then rendered to El Salvador www.dropsitenews.com/p/prosecutor...

197

Nick Cunningham @nickcunningham.bsky.social · 16/07/2026

worth noting that LNG does not compete in the power sector in China, despite years of industry claims that LNG is "replacing" coal China has pursued a coal+renewables strategy www.reuters.com/graphics/IRA...

1114

Nick Cunningham @nickcunningham.bsky.social · 06/07/2026

Global warming is starting to move faster. The energy imbalance “suggests that the models may also be under-predicting future warming" Great reporting here: www.bloomberg.com/graphics/202...

11612

Nick Cunningham @nickcunningham.bsky.social · 23/06/2026

Meanwhile, Europe is poised to give in to petrostates lobbying for weaker methane regulation, which could pave the way for more gas imports. Methane crisis is supercharging the warming

0139

Nick Cunningham @nickcunningham.bsky.social · 22/06/2026

cant believe NYC didnt want this guy as mayor

040

Nick Cunningham @nickcunningham.bsky.social · 15/06/2026

Solar has overtaken gas power in Asia to become the continent’s third-largest source of electricity www.carbonbrief.org/analysis-sol...

11573117

Nick Cunningham @nickcunningham.bsky.social · 12/05/2026

The problem with the center/center right in Europe appeasing Trump is that if it's only the far-right vocally recognizing reality, well, then, they'll get more support www.ft.com/content/de3a...

Germany’s far-right AfD sees surge in support after it criticises Donald Trump’s Iran war

010

Nick Cunningham @nickcunningham.bsky.social · 29/04/2026

Shapiro also backstabbed the Dimock residents years ago. He fought gas drillers as AG, then welcomed them and cut a deal with them when he became gov, knowing that the next step would be a run for president www.theguardian.com/us-news/2024...

022

Nick Cunningham @nickcunningham.bsky.social · 28/04/2026

out of ideas, getting desperate www.reuters.com/world/us/us-...

US spy agencies examine how Iran would react to Trump declaring victory

040

Nick Cunningham @nickcunningham.bsky.social · 23/04/2026

Do the Democrats or any 2028 candidate have a real platform for U.S. farm country? b/c Trump is causing a lot of pain and rage right now and there are prob a lot of voters up for grabs www.ft.com/content/c3b7...

010

Nick Cunningham @nickcunningham.bsky.social · 21/04/2026

Europe's most fossil-fuel-dependent countries face the highest energy costs. Italy in one of the worst positions, highly dependent on imported LNG www.ft.com/content/6b4e...

195

Nick Cunningham @nickcunningham.bsky.social · 10/04/2026

Goldman Sachs: oil crisis creates "bullish case for solar" and will lead to "structural solar surge"

Based on what we observed during and post the 2022 energy crisis, we draw three lessons for the potential short-run and long-run impact of the 2026 Middle East conflict.

First, the 2022 shift in LNG imports away from South Asia to Europe suggests the risk of energy outages in 2026 is higher for lower-income economies, while high-income importers (e.g., Europe, Japan) are likely to pay up again.

Second, the jumps in solar power generation since 2022 in oil and gas importers as diverse as Europe and China is consistent with our bullish views on the structural solar surge and global power demand.

Third, the shift by several South and Southeast Asian economies from natural gas to coal suggests an even sharper focus on energy security is likely to continue to support global coal demand for years to come.

Energy Shocks: More Solar, More Coal?
Lesson 1: Higher Risks for Lower-Income Economies
Given the 2022 shift in LNG imports away from South Asia to Europe, we see relatively higher risks of energy outages and also manufacturing outages due to a lack of oil and natural gas input in 2026 for low-income economies, e.g. Bangladesh and Pakistan, if the disruptions persist. Due to higher price sensitivity, these countries could be outbid by high-income importers like Europe and Japan and lack sufficient energy supply.
Importing significantly less Russian natural gas (which previously accounted for 40% of supply) in 2022, the EU had to shift toward liquefied natural gas imports. This created a substantial positive demand shock in the global LNG market that led to LNG price rallies. While exposure to energy imports matters (Exhibit 1), major net importers’ responses (Exhibit 2) also depend on their economic development (ability to pay).

Developed Economies: The EU, Japan, and South Korea maintained or increased import levels by paying record-high prices, effectively diverting flows away from other buyers.

Emerging Economies: While India and China ar…

1338

Nick Cunningham @nickcunningham.bsky.social · 09/04/2026

North Sea oil hits nearly $147, fears of physical shortage www.ft.com/content/f04a...

Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://help.ft.com/faq/gifting-and-sharing-an-article/what-is-a-gift-article/.
https://www.ft.com/content/f04ad855-81e3-49c5-827e-d3c4acb901c9?syn-25a6b1a6=1

Forties Blend, a marker for oil for immediate delivery, hit almost $147 a barrel on Thursday, above the highs reached on the eve of the 2008 financial crisis as traders scrap for oil cargoes to replace huge volumes now trapped in the Gulf, according to LSEG data.

The physical barrels from the North Sea were trading far above the $97 price of Brent, the international benchmark, for delivery in June — another sign of fear of shortages in the oil market.

030

Nick Cunningham @nickcunningham.bsky.social · 08/04/2026

WSJ: Oil executives sold $1.4 billion in personal stock between January and March, making a fortune on the war www.wsj.com/business/ene...

Chevron Chief Executive Mike Wirth sold some $104 million worth of shares between January and March. ConocoPhillips’s Ryan Lance netted about $54.3 million in share sales in March alone. Lorenzo Simonelli, CEO of oil-field services company Baker Hughes, sold about $33 million worth of stock that same month

02825

Nick Cunningham @nickcunningham.bsky.social · 30/03/2026

Third Way once again www.nytimes.com/2026/03/02/u...

220

Nick Cunningham @nickcunningham.bsky.social · 27/03/2026

Western automakers getting slammed from war, as investors pile into Chinese EVs FT: Oil market chaos will supercharge the electric car shift Long-term prospects for combustion engines were fading even before the outbreak of war www.ft.com/content/f9f5...

0139

Nick Cunningham @nickcunningham.bsky.social · 25/03/2026

US sees cratering metrics on democratic freedom "Civil rights and equality before the law have fallen to the levels of the mid-1960s and, notwithstanding the blather about “free speech”, freedom of expression is at its lowest level since the early 1950s. www.ft.com/content/c4c1...

1208

Nick Cunningham @nickcunningham.bsky.social · 24/03/2026

Oklahoma Gov. selects Alan Armstrong, chairman of Williams Companies (major pipeline operator), as new US Senator First order of business for Armstrong? "Permitting reform", which also happens to be one of the oil and gas industry's top priorities www.wsj.com/politics/pol...

162

Nick Cunningham @nickcunningham.bsky.social · 24/03/2026

MbS has often been depicted as opposing the war. In reality, reporting suggests he wants Trump to go all the way www.nytimes.com/2026/03/24/u...

Prince Mohammed, an authoritarian royal who has led a sustained crackdown on dissent, is respected by Mr. Trump and has previously influenced the president’s decision-making. Prince Mohammed has argued that the United States should consider putting troops in Iran to seize energy infrastructure and force the government out of power, according to the people briefed by U.S. officials.

030

Nick Cunningham @nickcunningham.bsky.social · 20/03/2026

"Pollution fell everywhere, but especially along major roads"

193

Nick Cunningham @nickcunningham.bsky.social · 20/03/2026

IEA details options to immediately reduce energy use Lots of sensible options that should be done anyways, but now urgent due to crisis www.iea.org/news/new-iea...

3113

Nick Cunningham @nickcunningham.bsky.social · 20/03/2026

LNG “demand destruction” necessary after Ras Laffan attack gasoutlook.com/analysis/lng...

“The short answer is the market is going to have to balance through demand destruction. There is no trove of unused LNG capacity just sort of waiting for something like this to happen, to come online and save the day,” he said. “So, the calvary is not coming. You’re going to have to ration by price and we are already seeing that.”

251

Nick Cunningham @nickcunningham.bsky.social · 19/03/2026

Italy's gas dependence is a massive vulnerability and Meloni has sought to double down on it www.ft.com/content/19f2...

gas sets the price of electricity in Italy more than 80 percent of the time

150

Nick Cunningham @nickcunningham.bsky.social · 19/03/2026

sign of the times - this is the topic of a panel at a major international journalism conference

Welcome to the age of the upside down: how to cover the U.S. as an Axis power

0133

Nick Cunningham @nickcunningham.bsky.social · 18/03/2026

"Trump Wants No More Energy Strikes, But Supported Attack On South Pars" "The president believes Iran got the message and is now against attacks on Iranian energy infrastructure...But Trump could once again be open to targeting more Iranian energy facilities depending.." www.wsj.com/livecoverage...

030