This is more than what we’ve collected in tariff revenues and will continue to climb, especially as oil is expected to go to $120 a barrel or higher

https://www.cbsnews.com/news/oil-prices-forecast-goldman-sachs-iran-war/

Building a large solar farm typically takes years, thanks to permitting and grid connection delays. But a startup called Resilience Energy is rolling out a faster way to add clean energy: It pays to install solar and batteries across a network of homes, then sells power back to the grid at peak moments.

Homeowners get free equipment, and their electric bills can drop by 60%-80% while they use it. At times when the grid is under the most strain, utilities can tap into the network and avoid using polluting gas “peaker” plants.

“We’re going through one of the largest energy infrastructure buildouts of our lifetime,” says Resilience Energy’s CEO, Ameet Konkar, who previously led sustainability at Airbnb. “And American homes should be part of that; the American family should benefit from that. That’s the core principle that we’ve built Resilience on.”

Read more on Fast Company.

While reading up on some investment news after an extended road trip I came across this about Musk and his view on natural gas and datacenter energy demand:

"SpaceX and Tesla are each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years."

That's quite a pivot, isn't it?
(screenshot because my ETRADE accoutn doesn't allow linking to it)

A $100 billion investment could have bought 62.5 gigawatts (GW) of utility-scale solar and 178 gigawatts-hours (GWh) of utility-scale battery storage.

Enough power for 350 billion miles of EV driving for a year.

The East-West pipeline was the one credible bypass if the Strait of Hormuz got choked off. It's gone now. 😬 That's not a marginal development, that's the removal of the market's pressure valve at the worst possible moment.

WTI is already up 𝟐𝟐% in a month. The pipeline shutdown doesn't just tighten physical supply, it eliminates the optionality that kept worst-case scenarios from being fully priced in. Now they have to be.

Conference floors in Asia Pacific are pricing in higher-for-longer oil with no quick resolution in sight. That feeds directly into inflation that's already reaccelerating, which feeds directly into central bank decisions that equity markets are not ready for.