
JPMorgan flags $1 trillion U.S. power‑grid upgrade spend amid aging infrastructure
The bank warns that the U.S. grid, averaging nearly 60 years old, faces a national‑security risk and projects roughly $1 trillion in upgrades between 2026 and 2035, part of a $5.8 trillion global spend. Rising AI‑driven data‑center demand could add 100 GW of peak load by 2030, intensifying the upgrade need.
Also developing:
By the numbers: Oil majors secure $164M Alaska lease package
Heidelberg Materials UK completed a pilot at its Criggion plant using hydrogen to heat asphalt production, generating over 1,300 tonnes of asphalt without quality loss. The trial cut direct (Scope 1) emissions by 76 % and lowered the overall carbon footprint by 23%, consuming 4,522 kg of hydrogen and avoiding roughly 25,105 kg of CO₂. If replicated across the sector, the approach could save up to 450,000 t of CO₂ annually. The project is part of the government‑backed Industrial Hydrogen Accelerator programme, highlighting policy interest in low‑carbon heat for heavy industry.

Alfa Laval has completed a certified factory acceptance test (FAT) for its FCM Ammonia fuel supply system, earning class certification from China Classification Society and confirming commercial readiness for ammonia‑fueled two‑stroke engines. The test validated hardware integration, control logic, safety...

America’s appetite for electricity is exploding—driven in part by AI and data centers. In Texas, one coal plant is planning a surprising transition to solar. But meeting this new demand may also mean more fossil fuels. My latest for PBS...

Exail secured contracts to provide its long baseline (LBL) subsea positioning systems for two deep‑water energy projects in Brazil and Angola. Over 70 acoustic transponders and integrated navigation suites will support operations at depths up to 4,000 m. The hybrid acoustic‑inertial...
Researchers at POST, Griffith and King Khalid Universities unveiled a graphene‑based nanofiltration membrane that uses sunlight to pull lithium ions from magnesium‑rich brines. The hybrid membrane, combining edge‑functionalized graphene nanoribbons with photothermally reduced graphene oxide, delivers a lithium flux of...
Toyota announced its participation in the 25th International Hydrogen & Fuel Cell Expo in Tokyo from March 17‑19, 2026, where it will display its latest hydrogen and fuel‑cell technologies. President Mitsumasa Yamagata will present partnership initiatives aimed at building a...
Aypa Power, backed by Blackstone, and Six Nations of the Grand River Development have secured C$700 million (US$512 million) financing for the Elora and Hedley battery energy storage system (BESS) projects in Ontario. The two sites together will deliver roughly 422 MW of...

S&P Global Ratings warns that India’s oil‑marketing firms IOC, BPCL and HPCL could see profit margins squeezed as they keep retail petrol and diesel prices steady amid a recent crude price surge. Crude oil jumped above $100 per barrel after...
Researchers used Monte Carlo simulations with a simplified cluster model to map short‑range order (SRO) in cation‑disordered rocksalt (DRX) cathodes. They discovered that the probability of forming Li₄ tetrahedral clusters is governed primarily by nearest‑neighbor pairwise SRO, and that this SRO...

U.S. strikes on Iran have prompted Saudi Arabia, Qatar and the UAE to suspend oil and gas operations and deter tankers from the Strait of Hormuz, sharply curtailing Middle East energy exports. The disruption threatens $208 billion in crude shipments—about 21%...
Chevron has named former TotalEnergies exploration chief Emmanuelle Garinet as Director of Exploration for the Americas and Sub‑Saharan Africa. Garinet brings over 30 years of global experience and will steer discovery programs across key frontier basins in Africa and mature...
Monumental Energy Corp. has begun perforating the Waihapa H1 well in New Zealand’s Taranaki basin to tap bypass pay in the Mount Messenger formation. The operation involves seven six‑metre perforation intervals and follows promising results from the nearby Ngaere‑1 well, which...

RGREEN announced the close of a €900 million fifth European energy transition fund, targeting renewable infrastructure across the continent. The manager has already deployed roughly 70 % of the capital into projects ranging from wind farms to green hydrogen facilities. RGREEN expects...

Four years after Russia’s invasion of Ukraine, Moscow’s gas strategy has shifted from dominating Europe to seeking new markets amid a severe EU storage shortfall. The EU’s gas inventories sit at just 30 % of capacity, prompting a short‑term reconsideration of...
Researchers have created a transparent, PFAS‑free dual‑layer sol‑gel coating that renders solar panels superhydrophobic while preserving high light transmission. Laboratory tests showed the coating raises photovoltaic efficiency from 13.90 % to 14.56 %, a 0.66‑point gain, and demonstrates strong abrasion, chemical and...
Australia is rapidly constructing massive, windowless steel cylinders on the outskirts of its largest cities to store fuel. Each tank, up to 50 metres in diameter and ten storeys high, can hold tens of millions of litres of petrol. The...

The International Energy Agency has proposed the largest ever release of strategic oil reserves to curb a price surge linked to the Middle East conflict. Oil prices slipped below $90 a barrel after the report, boosting equity markets. Governments are...

South Korea will speed up the restart of nuclear reactors undergoing maintenance to secure energy as the war in the Middle East chokes fossil fuel supplies 🇰🇷☢️ The nation will seek to start two units this month, and a further four by...
Inside the G7 (and the G20) most countries are absolutely livid with the Trump administration's attack on Iran, but don't mistake their indignation with a desire to let Iran take the global economy hostage via oil. G7/G20/OECD nations will respond...
NanoMalaysia Berhad unveiled a sodium‑ion battery prototype that delivers over 300 Wh/kg, placing it among the world’s most advanced sodium‑ion systems. Developed under the NanoMalaysia Energy Storage Technology Initiative in partnership with International Battery Centre Sdn Bhd, the prototype demonstrates performance...

AIRINS introduced new multi‑sensor configurations for its Sniffer4D Nano2+ gas detection system, enabling DJI enterprise drones to monitor up to ten gas parameters in a single flight. The solution pairs AI‑driven analytics with lightweight sensors to map methane, hydrogen sulfide,...

Honda announced that seven of its U.S. manufacturing facilities earned the EPA ENERGY STAR certification for 2025, recognizing superior energy efficiency. The Marysville and East Liberty Ohio plants marked their 20th consecutive year of certification, while other sites in Indiana,...

Murphy Oil outperforms Lonestar Resources US across all evaluated factors in a head‑to‑head comparison. Murphy boasts 78.3% institutional ownership, positive profitability metrics (3.83% net margin, 3.73% ROE, 2.01% ROA) and $2.72 billion revenue with a $0.72 EPS and a 45.28 P/E...
The SHANTI Act, passed in December, now permits private firms to engage in nuclear power generation in India. NPCIL has reopened its request for proposals to deploy 220 MW Bharat Small Reactors, seeking input from private‑sector participants and extending the expression‑of‑interest...

Rising oil prices expose Britain’s dependence on volatile international energy markets. Although the UK boasts world‑class offshore wind, onshore wind and solar resources, the electricity grid is failing to connect new renewable projects, causing years‑long delays. The article argues that...
How would a big IEA release look considering: -- The war is about to be over "very soon" -- The market is well-supplied, as repeatedly and recently claimed -- Brent is <$90 Just asking... 😅🤔

The world's largest LNG plant hasn't exported a shipment in five days. That's the longest streak since at least 2008 🇶🇦⚠️ Qatar shut its Ras Laffan facility last week after a drone attack The longer Qatar's outage continues, the tighter the market...
Tomorrow the 32 International Energy Agency members will vote on a proposal to tap up to 400 million barrels from their strategic petroleum reserves, a release larger than the 240‑million‑barrel drawdown after Russia’s 2022 invasion of Ukraine. The IEA holds 1.8 billion...
The IEA is preparing to release more oil than it did after Russia invaded Ukraine. The Strait of Hormuz remains closed to tankers. 🔒 Members-Only https://t.co/TcCIMKXR4l

Crude Oil adjusted for inflation is quite cheap An all-time high is very realistic -- that would put Crude above $220 per barrel Likely by the end of this decade $CL_F https://t.co/oQOmEtjGtH
Discover Energy has surrendered its gas retail licence, shifting exclusively to solar, battery storage and virtual power plant (VPP) services. The Australian regulator approved the move, with existing gas customers transferred to CovaU on September 4. The company cites high compliance...
The Australian Energy Market Operator (AEMO) placed the Torrens Island big battery on standby after rooftop solar pushed South Australia’s grid demand into negative territory, forecasting a minimum system load of –144 MW. While the battery remained idle, other storage assets...
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Energy Return on Investment (EROI) quantifies net energy gained versus energy expended to produce it. The metric influences pricing, viability, and policy decisions across fossil, nuclear, and renewable sources. In the United States, average EROI across generation technologies is roughly...

US #EIA forecasts #Brent >$95/barrel over the next two months in its latest STEO. https://t.co/YJdFYlyAms

Australia’s diesel imports remain strong, with about 5.8 million tonnes expected by the end of March 2026 – the second‑largest first‑quarter volume on record. Real‑time tanker tracking from LSEG Vessel Explorer captures roughly 90 % of these shipments, confirming that physical supply...
Wrote about the latest gut punch to rooftop solar incentives in California — and what comes next, including the dawn of balcony solar: https://t.co/KcQ7aj2LIc
1-GW solar project planned for Utah hyperscale data center #energysky -- via Solar Power World: https://t.co/Id925FeaBi

Siam Cement Group (SCG) has temporarily shut its Rayong olefins plant after the Strait of Hormuz closure disrupted shipments of naphtha and propane, essential feedstocks. The subsidiary Rayong Olefins declared force majeure, estimating a cost hit of about 150 million baht...
IEA Proposes Largest Ever Oil Release From Strategic Reserves…but if one country objects then it won’t go through (kinda like OPEC…) https://t.co/wnthFedVaT
If the administration’s strategy to keep oil prices down is to manipulate the market by making false and/or vague statements on social media about the war then well…points for creativity

Australia’s Future Energy Exports Cooperative Research Centre has begun construction on the first stage of the Kwinana Energy Transformation Hub (KETH) in Western Australia. Western Projects will build the R&D building, designed by Ferguson Architects, with work starting in September...
Long-duration tech still outcompeted by lithium, trade group advocates for ‘valuing diversity’ #energysky -- via Energy Storage News: https://t.co/ARa90ueYl7

Gasoline Prices Spike, Now up 25% since January, Diesel Prices 40%, Heating up Inflation. California is back over $5. Prices in Texas jumped by 25% month to month, to over $3.23. https://t.co/hv90K5cgPf https://t.co/NCe7JLzqmA
Comstock Resources reported Q4 2025 oil and gas sales of $364 million, an 8% year‑over‑year increase despite a 14% production decline. Adjusted net income held steady at $46 million, while GAAP profit surged to $281 million thanks to a $294 million pretax gain from...
KLX Energy Services reported a record 2025 year, delivering $406 million of free cash flow and repurchasing over $100 million of stock. The company reduced debt by $130 million, bringing the debt‑to‑capital ratio to 21.4% and ending the year with $542 million of liquidity....

San Francisco Mayor Daniel Lurie unveiled legislation to create a permitting pathway for expanding curbside electric‑vehicle (EV) charging stations. The plan targets 100 publicly accessible chargers by 2030, with the San Francisco Municipal Transportation Agency handling permits and private firms...
The only actual energy security in the world is solar energy dominance in countries that produce their own solar panels. The only actual energy indepedence is hundreds of millions of rooftops with solar on them, which builds a decentralized grid...

Co-ownership vs consultation: Landmark report proposes faster, cheaper path to renewables #energysky -- via Renew Economy: https://t.co/7lWCPVACJ7 https://t.co/t7SdJhurNu
Canadian Prime Minister Mark Carney urged Australia to treat Canada as a strategic collaborator rather than a competitor, highlighting the potential of joint action in mining and critical minerals. Together the two middle powers already supply roughly one‑third of the...
Wan Hai deepens newbuild push with LNG & methanol-ready boxships. Newbuilds vs Iraq war & questions on supply chain design & operation. And the critical logistics. A takeaway from 6 years is how to build unpredictability into supply chains. More...