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sjcasey.bsky.social
Managing Editor, commodities and energy, Bloomberg News. Ex-Londoner in NYC. Any views are mine and no one else's etc.
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Fluence Energy Inc. said it can work with US Senate Republicans’ latest version of President Donald Trump’s fiscal package, which would preserve tax credits for the industry while gutting incentives for wind and solar power. www.bloomberg.com/news/article...

The tentative Israel-Iran truce highlights the mystery over Tehran's missing stockpile of enriched uranium www.bloomberg.com/news/article...

Virginia Republican Rep. Jen Kiggans cast herself as one of the chief defenders of clean energy tax credits - then she voted for the House bill gutting them. Now Democrats want to turn her vote into a political liability. (gift link) www.bloomberg.com/news/article...

In March, FEMA's then-leader recommended that the federal govt only offer assistance for “disasters of national significance.” “This just means you should not expect to see FEMA on the ground unless it’s 9/11, Katrina, Superstorm Sandy," says Carrie Speranza www.bloomberg.com/news/article...

"Companies aren’t going to save the planet" www.bloomberg.com/news/feature...

Utilities and power developers are planning to build a lot more natural-gas power plants to meet demand from AI data centers. The Trump EPA's proposed repeal of restrictions on GHG emissions will make that a lot easier and cheaper. My latest: 🎁 www.bloomberg.com/news/article...

NEW: The EPA is poised to unveil plans to repeal Biden’s limits on power plant emissions as soon as tomorrow. w/ @jendlouhy.bsky.social www.bloomberg.com/news/article... 🎁

The University of Texas System grew rich from oil and natural gas. Now, it’s diversifying into wind, solar and data centers to power crypto and AI www.bloomberg.com/news/feature...

“If we have these big tariffs and trade wars, that makes us concerned for global demand for copper.” www.bloomberg.com/news/article...

We've seen two large #solar financing companies go bust within the past week. Analysts and investors say that could just be the tip of the iceberg. See my latest for @bloomberg.com 🎁 Link: www.bloomberg.com/news/article...

Trump's '51st state' bluster might just help Carney get a new Canadian oil pipeline built @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

Meta’s nuclear deal underscores the looming gap for AI’s power needs www.bloomberg.com/news/article...

The National Hurricane Center has at least 4 empty positions for meteorologists, according to its website. But Commerce Sec. Howard Lutnick says it’s “fully staffed” + ready for storms. Story w/ @weathersullivan.bsky.social @alicia-diaz.bsky.social (free link) www.bloomberg.com/news/article...

People who follow Tesla closely probably know about the high profile crashes involving Tesla owners Josh Brown and Walter Huang. You should also know about Johna Story, the pedestrian fatally struck in Arizona in 2023. She was 71. www.bloomberg.com/features/202...

Budget documents show the Trump administrations expects to offer $67 billion in financing from the green bank Trump once sought to kill. www.bloomberg.com/news/article...

Signs are already emerging that this summer will be a blistering one in North America, Europe and Asia, threatening to tax power grids, wilt crops and inflict billions of dollars in economic losses. www.bloomberg.com/news/article...

With $1 billion of new construction and shipping containers to ease a hotel crunch, Belem, Brazil is preparing to host a mega-event in the Amazon, the COP30 climate summit www.bloomberg.com/news/feature... By @petermillard.bsky.social

Scoop by Mark 👇🏻

The Republican assault on EVs @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

For a few hours on May 10, it looked like the India-Pakistan conflict risked spiraling into nuclear war. The tension highlights a new era in which world powers are probing what would trigger the use of atomic weapons www.bloomberg.com/news/feature...

The biggest US oil field has been pumped so full of poisonous wastewater from shale drilling that it’s at risk of leaks, Texas regulators are warning — a development that could force producers to curtail output to prevent contaminating drinking supplies www.bloomberg.com/news/article...

Fair to say pretty much no one saw this U-turn coming from the Trump administration. Curious to see nowhow Hochul will attempt to hold up her end of the bargain. Building pipelines in NY seems like a v tall order www.bloomberg.com/news/article...

If there was any lingering doubt about whether gas-fired generation plants are the hottest targets in the US power system, the recent flurry of deals likely extinguished it. My column here: www.bloomberg.com/news/newslet...

It's been a while since I Googled myself.. Um

Many of RFK Jr's policies and ideas for food are widely supported in the nutrition community. Some are not. Either way, they would drive up prices. My latest with my colleagues @ilenapeng.bsky.social and Agnieszka De Sousa. www.bloomberg.com/news/feature...

Clean energy projects that have supply-chain links to China - including critical minerals- could see their tax credits ended earlier if they can’t meet complex rules in the GOP tax plan. www.bloomberg.com/news/article...

Splendid nugget here

NRG’s “Holy Grail” acquisition was built up by little known firm outside the power insisted. Here’s a look at LS Power www.bloomberg.com/news/article...

House Republicans are proposing to eliminate a tax credit for electric vehicles and phase out incentives for the production of clean energy to help pay for President Donald Trump’s massive tax package. www.bloomberg.com/news/article...

Each time you ask an AI chatbot a question, it sends a request to a data center and strains an increasingly scarce resource: water. A 🧵on our investigation into how the data centers that power AI are increasingly being built in highly water-stressed places: www.bloomberg.com/graphics/202...

Buffett bought most of Berkshire's stake in Oxy at >$55. The oil stock now trades <$40 @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

Forty years ago the US eradicated a flesh-eating parasite that targeted livestock with the help of science, government funding, and international cooperation. Now the threat is returning and the country's defenses are down. (Yes, it's an allegory for measles.) www.bloomberg.com/news/feature...

Tesla's latest earnings were abysmal. Strip out EV credits, net interest and 'other', and underlying operations flipped to a loss. But Musk led the call with a MAGA-gram. @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

The energy boom has helped give students in a specialized program at Texas A&M a leg up on lucrative finance jobs www.bloomberg.com/news/feature... via @naurtorious.bsky.social

🌞 Some folks are opting to buy solar panels used on classified ad sites, like Facebook Marketplace, Craigslist, eBay One guy decided to make a swamp cooler for Burning Man using a secondhand panel. Edited by @amandakhurley.bsky.social, gift link valid for 7 days: www.bloomberg.com/news/feature...

Online NOAA climate data hubs serving 27 states — from Colorado and the Dakotas to Louisiana and Texas — have gone dark after a lapse in funding. The cause: expired contracts. This is becoming a pattern at NOAA 🧵 www.bloomberg.com/news/article...

www.construction-physics.com/p/50-things-...

María Corina Machado says the opposition she’s leading is targeting Venezuelan President Nicolás Maduro’s two biggest vulnerabilities: a rapidly worsening economy and fracture lines within his own repression machine

🚨Renewables + storage is expected to make up 50+% of power capacity needed by 2035 to meet data center demand. But almost 2/3 of additional electricity generation will come from fossil fuels, BNEF said in its latest report. With @mchediak.bsky.social and Josh Saul www.bloomberg.com/news/article...

This is the fuel mix in ERCOT (Texas) for the past week (top) vs same week 4 years ago (bottom). Solar generation is in yellow. Solar barely registered in 2021; today it accounts for roughly 50% of generation during the day in the shoulder months. data via @gridstatus.io

We’re hiring a climate reporter to cover Latin America! Details here:

Trump is set to sign an executive order pairing coal power with the AI boom among other steps to revive the fossil fuel. w/ @jendlouhy.bsky.social www.bloomberg.com/news/article...

When we lived near the Tar Pits, I always used it as a cautionary tale that the dire wolves chased prey into the tar and then got stuck. (“Don't be a tar pit wolf” was literally a phrase in our household.) Now I have to tell my kids they’re back and fine now?? www.bloomberg.com/news/article...

Meanwhile WTI Crude has started trading by dropping through $60 for the first time in four years.

☀️My colleagues Josh Saul, @jendlouhy.bsky.social and I took a look at the impacts of Trump tariffs on America's solar industry. Stockpile of panels in America may dull the immediate impacts of high tariff rates hitting countries in Southeast Asia, analysts say. www.bloomberg.com/news/article...

BREAKING: In a reversal, all NOAA Research sites will now remain online with "no interruption in service," according to the agency. NOAA had previously moved to cancel the research division's cloud services contract. Story for @bloomberg.com (free link): www.bloomberg.com/news/article...

www.berkshirehathaway.com/news/apr0425...

Almost all NOAA Research websites that rely on cloud services - including Amazon, Google and WordPress - are poised to disappear at midnight ET Saturday after a contract was targeted for "early termination." Labs may also feel the effects. Story for @bloomberg.com (free link):

Hedge fund guy promises you a story tip and then you get copied along with Marjorie Taylor Greene on an email with the subject line "Inbound Death Threats from The Moonies in Paraguay.." It's been a long week already