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Daily
Every morning
Weekly
Tuesday recap
France pledges $12 billion annual aid to accelerate electrification
France announced a €10 billion ($12 billion) annual aid package through 2030 to boost electrification and cut fossil‑fuel dependence. The plan aims to replace 85 TWh of gas consumption, install one million heat pumps each year, and shift two‑thirds of new vehicle sales to electric by 2030, funded without new borrowing.
Also developing:
By the numbers: Verbund raises $818M via inaugural European Green Bond
The EPA, under the Trump administration, has proposed a rule that would roll back the 2022‑2024 coal‑ash regulations tightened during the Biden era. The draft would ease groundwater monitoring, allow state‑level exemptions, and broaden the "beneficial use" of ash in cement and structural fill. Proponents argue the changes will cut compliance costs for utilities, while environmental groups warn they could reopen pathways for heavy‑metal contamination of drinking water. The proposal follows a broader pattern of deregulation aimed at reviving coal‑based energy production.
JUST IN: Oil execs are pushing back on White House talks that could let Iran impose tolls on Strait of Hormuz shipments, threatening oil costs.
South Africa’s Eskom extends small-scale solar registration fee waiver #energysky -- via pv magazine global: https://t.co/Bk45hodJ1g
JPMorgan Chase and Graphyte have signed a 10‑year agreement under which the bank will purchase 60,000 tonnes of durable carbon‑dioxide‑removal (CDR) credits generated by Graphyte’s U.S. biomass projects. The deal, announced on April 10, 2026, marks one of the longest‑term...
Standard Chartered warns that the recent oil‑price correction may be too deep, noting Brent crude at $95.57/bbl and WTI at $96.99/bbl after the steepest drop since the Iran war began. The bank’s Q2 forecast still targets Brent around $98 and...
Asia‑Pacific markets opened mixed on Friday as renewed Middle‑East tensions tested a fragile two‑week Iran‑U.S. ceasefire. Tehran agreed to reopen the Strait of Hormuz for two weeks provided attacks stop, while Israel also signaled compliance. Oil prices rose, with WTI...
Fortescue Metals Group is fast‑tracking what it calls the world’s first fully integrated industrial green grid in Western Australia’s Pilbara region. The off‑grid high‑voltage network will combine roughly 1.2 GW of solar, over 600 MW of wind and 4–5 GWh of battery storage...
The vast majority of the “dislocation between physical and paper barrels” is very simply extreme backwardation, meaning the steep premiums for spot deliverable barrels (as BBG referred to them today, ASAP barrels) relative to later-dated cargoes. Crude futures curves have...
EV Realty launched its flagship multi‑fleet truck charging hub in San Bernardino, installing 76 high‑power ports with 9.9 MW of grid capacity. The facility can service more than 200 medium‑ and heavy‑duty electric trucks daily under the company’s Powered Properties model,...
One Nation is considering a major overhaul of Australia’s oil and gas taxation. The party would scrap the existing petroleum resource rent tax and replace it with a royalty based on wellhead values, applying to every extraction project regardless of...
Vale has signed a 25‑year agreement with China’s Shandong Shipping to build two 325,000‑dwt Guaibamax‑class bulk carriers that will run primarily on ethanol. The vessels, 340 m long, are part of Vale’s multi‑fuel strategy and can also burn methanol, heavy fuel...
Researchers from Columbia University and the Singapore‑ETH Centre published a Nature paper showing that electric‑vehicle batteries can act as distributed storage for rooftop solar in tropical cities. When thunderstorms temporarily dim solar output, parked EVs discharge to the local grid,...
Labour energy minister Ed Miliband faces criticism for stalling two North Sea projects – the Shell‑run Jackdaw gas field and Equinor’s Rosebank oil‑gas development – as the UK grapples with soaring energy costs. Researchers at the Tony Blair Institute argue...
New analysis from the Energy and Climate Intelligence Unit shows the UK’s electricity mix is shifting away from imported fossil fuels toward domestically generated clean power. Over the past two decades the country has expanded solar farms, onshore wind and...
Argentina’s oil output surged to 847,000 barrels per day, a 16% year‑over‑year rise driven by the Vaca Muerta shale play. Production in the Neuquén Basin jumped 30%, positioning the country as Latin America’s fourth‑largest oil producer. The government targets 1 million barrels...
Non-producing oil and gas wells emit microbial methane at rates approximately 1,000 times higher than previously estimated, highlighting a significant and underrecognized source of greenhouse gas emissions. methane
The Bridger Pipeline Expansion proposes a 647‑mile, 36‑inch crude line from the Canadian border through Montana into Wyoming, echoing the route of the defunct Keystone XL. The project would initially move 550,000 barrels per day, with the potential to double capacity...
Oil futures climbed Thursday after a sharp sell‑off on Wednesday when traders reacted to the fragile cease‑fire between the US and Iran in the Gulf. The cease‑fire, brokered by Washington, eased immediate geopolitical risk but left uncertainty over longer‑term supply...
U.S. gasoline prices surged to an average of $4 per gallon in early April 2026, the highest level since 2022, driven largely by geopolitical tensions from the Iran war. Retail stations are seeing tighter margins because they cannot pass wholesale...
Van Oord successfully installed three monopile foundations at the Hollandse Kust West offshore wind farm using GBM Works' VibroJet® jetting solution together with CAPE Holland's vibro‑lifting tool. The low‑noise method, deployed from Van Oord's new installation vessel Boreas, fluidises dense...
President Donald Trump warned Iran on April 9 that any fees imposed on tankers transiting the Strait of Hormuz must stop immediately. Iran has hinted at collecting tolls in cryptocurrency despite a fragile two‑week ceasefire announced on April 7. Ship...
The small‑modular reactor (SMR) sector is shifting from design hype to concrete execution, with vendors securing licensing approvals, fuel contracts, supply‑chain partners and financing. In Q1 2026, companies such as X‑energy, GE Hitachi, NuScale, Oklo, Holtec and Rolls‑Royce moved beyond announcements...
The S&P 500 just posted its 7th straight gain. The Dow turned positive for 2026. Everyone is celebrating the ceasefire. But there's a number hiding in plain sight that should terrify you: physical Brent crude is trading at $124.50 while...
One of my favourite things about Iran’s Hormuz tolls aspirations is that Trump can’t decide where he stands on the issue. Some days he couldn’t care less, other days like today he claims it’s a dealbreaker, yesterday he was musing about...
Saudi Arabia announced that attacks on its energy infrastructure have reduced its oil production capacity by roughly 600,000 barrels per day. The cut pushed Brent crude above $96 a barrel, marking a 1.2% gain on Thursday, while West Texas Intermediate...
15 attacks in 12 days by Iran disrupted global oil and LNG flows #OilMarkets #Energy #Shipping #Geopolitics #Hormuz https://t.co/ocx5vrbgxM
Australia’s Transgrid shortlists 2 GW of batteries for NSW grid #energysky -- via pv magazine global: https://t.co/jdM3VsF3AJ
Researchers at the Donald Danforth Plant Science Center used isotope‑assisted metabolic flux analysis to map how the green microalga *Chlamydomonas* rewires its central metabolism when supplied with both light and acetate. The mixotrophic cells activate carbon‑conserving pathways, suppress costly processes,...
Amen. The way to address climate or energy is not to police consumption, but rather to increase clean energy abundance.
Correct take. Outside of China, anyway. We will build chargers at this power output, but they'll be used primarily for heavy trucks.
Europe’s gas market has cooled from March’s three‑year highs, but analysts warn the relief is fleeting. Storage levels sit at just 29% of capacity, well below the 35% benchmark from a year ago, leaving the continent exposed as it races...
South Africa’s rising electricity tariffs have spurred the launch of Ipeleng Power Solutions (IPS) in Johannesburg. IPS uses community‑based stokvel pools and broader crowdfunding to finance solar installations for households, small businesses and underserved communities. The models spread costs over...
South Africa faces a looming gas supply gap as its Mozambique pipeline ages and coal‑fired plants retire, prompting a push for liquefied natural gas (LNG) imports and new gas‑to‑power capacity. The Integrated Energy Plan and Integrated Resource Plan call for...
The Environmental Protection Agency announced it will repeal the 2024 rule that required coal‑ash site inspections and modify longstanding cleanup standards. The rollback eases compliance burdens for the coal sector, which has long opposed the Biden‑era regulation. EPA Administrator Lee...
Saudi officials confirmed that Iranian strikes have damaged the kingdom's East‑West Pipeline, cutting roughly one‑tenth of its throughput. The pipeline is a vital overland route that allows crude to bypass the Strait of Hormuz, a chokepoint for global oil shipments....
Occidental Petroleum announced an oil discovery at its Bandit prospect in the U.S. Gulf of Mexico. The find is estimated to contain several million barrels of recoverable oil. Oxy says the reservoir can be developed as a subsea tie‑back to...
Valaris Limited announced a 1,064‑day contract extension with Brazil’s Petrobras for its drillship VALARIS DS‑4, adding about $447 million to its backlog and extending work through 2030. The deal reinforces Petrobras as the world’s largest deep‑water demand source and secures steady cash...
$XLE vs. $SPY - Good to see energy giving back some relative performance.... Wrote a little bit about this two weeks ago if you missed it. https://t.co/p4Mh0JYSAb
US natural‑gas futures slipped 5.4 cents on Thursday, settling at $2.67 per MMBtu, the lowest level in 17 months for the prompt‑month contract. The decline followed a larger‑than‑expected weekly build in storage, which analysts at Gelber & Associates said confirms...
The NSW Independent Planning Commission approved a two‑year extension for the underground Chain Valley and Mannering coal mines, keeping them operational until the end of 2029 to supply Vales Point Power Station, the state’s oldest coal generator. The extension avoids...
There are only two certainties in life: death and Lomborg spinning anything into anti renewables propaganda. But the EIA has a track record of ridiculously underestimating EVs (which Lomborg knows and which is why he retweets them and not others). Let...
The White House released its FY 2027 budget, signaling a decisive pivot toward clean energy. The proposal earmarks roughly $15 billion for renewable‑technology research, expands tax credits for wind and solar through 2032, and trims federal subsidies for oil and gas by...
🗓️ Trump on April 9th: "... Very soon, crude will beging moving..." 🗓️ Trump on March 3rd: "... No matter what, the United States will ensure the free flow of energy..."
EU-India trade agreement will propel innovation in energy storage #energysky -- via Energy Storage News: https://t.co/hKN4tIMp0E
Zhejiang Lanen Hydrogen Technology, the dominant Chinese maker of hydrogen storage cylinders and trailers, voluntarily halted its A‑share IPO after eight counseling rounds. The decision reflects tighter CSRC profitability scrutiny and the firm’s desire to avoid short‑term R&D cuts. Backed...
An attack on Saudi Arabia's East‑West pipeline knocked out roughly 700,000 barrels per day of throughput, tightening global oil supplies. Meanwhile, U.S. LNG exports surged to a record 43.3 million tonnes in March, driven by new projects and a redirection of...
British Prime Minister Keir Starmer told ITV’s Talking Politics podcast he is "fed up" with UK energy bills swinging wildly because of actions by U.S. President Donald Trump and Russian President Vladimir Putin. He linked the volatility to recent oil‑price spikes...
Colorado PUC decision codifies environmental justice advocates’ settlement with Xcel Energy #energysky -- via pv magazine usa: https://t.co/m00RA75RuX
Iran could generate hundreds of millions of dollars each month by imposing a toll on oil tankers that traverse the Strait of Hormuz, provided traffic returns to pre‑conflict levels. The narrow waterway handles roughly one‑fifth of the world’s seaborne crude,...
BYD has teamed up with KFC’s parent Yum China to install its Flash‑charging stations at drive‑thru locations, offering a 9‑minute charge that fills an EV from 10% to 97% while customers eat. The service launches with BYD’s Fang Cheng Bao...
