Be There Before®
A little new, mostly the same. New conversations are emerging as U.S. actions in geopolitical conflicts ripple through oil prices and supply. Policy questions are still circling as the budget reconciliation bill inches through Congress and tariff pauses near their expiration. Nuclear is gaining fresh backing from deals, while solar is stuck between big potential and legislative roadblocks. Bottom line: The energy conversation is still driven by global supply shifts, economic pressures, and international policy uncertainty.
WHAT TO DO?
- Stay ready to answer policy and geopolitical questions. The list of business impacts just keeps growing.
- Participate by sharing insights and signals—even if you’re not commenting directly on a policy or issue. That can look like providing education on key topics, discussing different approaches to explore, or getting out there if you’re seeing a different impact on your business, like projects still coming online despite talk of a solar slowdown.
- Lead with proof. If your solution supports extreme weather grid resilience, come with the performance numbers and how many projects you’re bringing online.
- Tie your story to what matters. Innovation, investment, and infrastructure are winning themes, even without political alignment. Don’t forget to add clear opinions and real-world examples.
International conflicts pushed new topics into the spotlight, with “Iran” taking the top mention. Conversations are now centered on the impact on global energy markets and supply chains. As uncertainty grows around oil and gas prices, experts and companies remain hesitant to make predictions. “Tariffs” dropped off the list during the pause but could quickly return as trade talks wrap and the July deadline approaches. The nuclear conversation is gaining momentum, backed by proof points like Meta’s 20-year nuclear deal and continued support in the budget reconciliation bill.
A widening gap is emerging in the conversation about wind and solar, two topics that were more closely linked at the start of the year. “Wind” has steadily declined as the industry faces challenges in policy, investment, project development, and growth. “Solar,” while navigating similar policy and investment questions, is buoyed by steady project news and continued economic momentum. “Geothermal” is holding its place, supported by budget discussions and growing interest tied to AI demand, signaling rising awareness of its role in the global energy mix.
Click to ScrollIn trade media, project activity took center stage as companies leaned into announcements to demonstrate resilience amid growing tax credit uncertainty. Electricity pricing also drew attention, with conversations linking potential credit cuts to consumer cost impacts. The grid remained a steady theme, with continued focus on transmission and reliability. While tariff talk was more muted than last month, policy-driven signals will likely continue to sustain focus on core energy market fundamentals.
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AI Will Prompt a New Wave of Energy Innovation, Says Former Meta CTO
Geopolitical instability and policy uncertainty shaped this month’s energy narrative. Energy conversations surged as Iran became a top-mentioned term amid rising tensions with Israel and threats to close the Strait of Hormuz, fueling oil price volatility. Mentions of “world” rose 15%, reflecting growing concerns about energy security, especially around supply and costs. “Renewable energy” also gained traction, with posts focusing on political resistance, economic impacts, and policy shifts that could threaten the progress of clean energy.
#RenewableEnergy rose to become the second most-used hashtag as extreme weather and climate concerns drove urgency around clean energy. #Iran also climbed in mentions amid rising tensions and the potential closure of the Strait of Hormuz, which handles 20% of global oil, pushing forecasts as high as $120 per barrel. With oil price volatility and geopolitical risks mounting, #Sustainability gained traction as a key theme in securing long-term energy stability.
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Senior Manager, Energy Comms
Senior Manager, Energy Comms
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