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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 Colorado Public Utilities Commission approved Xcel Energy’s 2026‑27 Renewable Energy Compliance Plan, incorporating a settlement with the Environmental Justice Coalition. The deal redirects $1.5 million toward income‑qualified programs and boosts incentives for solar and battery installations. It also rolls over more than 200 MW of community solar capacity into an Inclusive Community Solar program and adds Spanish‑language resources. Energy Outreach Colorado’s request for $25 million bill‑assistance was rejected, directing it to a future rate case.
Oil prices surged on April 9 as a fragile US‑Iran ceasefire failed to quell market nerves, pushing Brent above $85 per barrel while spot prices held steadier. Iranian missile strikes on Saudi oil assets trimmed OPEC‑Plus output by roughly 200,000...
Iran attacked Saudi Arabia's strategic East‑West pipeline, knocking out about 700,000 barrels per day of capacity, and simultaneously struck the Manifa and Khurais production complexes, trimming Saudi output by roughly 600,000 barrels per day. The pipeline, which routes crude to...
On April 9, 2026 a cluster of natural‑gas market developments were reported. The EU announced a softening of its methane‑emission regulations to avert a potential supply crunch, while Israel’s Energean signaled the restart of production at the Karish offshore field....
Oil prices rose sharply on Thursday as West Texas Intermediate settled at $97.87 and Brent at $95.92, driven by persistent disruptions in the Strait of Hormuz and a reported 600,000‑barrel‑per‑day cut to Saudi production capacity. Despite a tenuous cease‑fire between...
The EPA announced a proposal to roll back rules that govern the safe disposal of coal‑ash waste, reversing standards tightened under the Biden administration. The draft would ease groundwater monitoring, limit requirements to line new storage sites, and broaden the...
Linea Energy, founded by veteran developer Cassidy DeLine, has assembled a renewable pipeline exceeding 7 GW in under two years. The company leverages proprietary data simulations to front‑load site analysis, acquires mid‑stage projects, and advances projects without early PPAs, reducing risk....
Russelectric, a Siemens business, promotes centralized paralleling systems as a superior alternative to onboard generator control. By moving synchronization, PLCs, and metering into a dedicated switchgear enclosure, the solution offers hot‑standby redundancy, manual backup and comprehensive event logging. The architecture...
Oil prices closed up about 1% on Thursday, with Brent at $95.92 and WTI at $97.87, but both remained below the $100 barrier for a second day. The market initially spiked over 5% on doubts about the durability of the...
Hapag‑Lloyd says normal container traffic through the Strait of Hormuz could return in six to eight weeks if the newly‑brokered U.S.–Iran ceasefire holds, even as roughly 1,000 vessels—including six of its own ships—remain stranded. The partial reopening has lifted some...
Coherent Corp announced new thick silicon‑carbide (SiC) epitaxy platforms on 150 mm and 200 mm wafers that support power devices up to 10 kV, with demonstrated capability beyond that threshold. The technology targets high‑efficiency, high‑power‑density converters for AI‑intensive datacenters and industrial electrification such...
The United States and Iran agreed to a two‑week ceasefire on April 8, 2026, but Israel’s massive bombardment of Lebanon and Iran’s threats to close the Strait of Hormuz have already strained the truce. Oil prices surged, dragging down European...
Iran’s deputy foreign minister Saeed Khatibzadeh announced a temporary closure of the Strait of Hormuz, accusing Israel of breaching the cease‑fire. The move pushed U.S. crude oil futures more than 5% higher after a 16% plunge the day before, reviving...
Mortenson, the Minneapolis‑based construction giant, has acquired California‑based Nor‑Cal Controls, a specialist in control systems for solar, battery storage and microgrid projects. The deal adds in‑house expertise for interfacing energy assets with the grid, complementing Mortenson’s portfolio of nearly 60...
In the 1970s, the Shah of Iran, Mohammad Reza Pahlavi, the father of @PahlaviReza, spoke about the Strait of Hormuz…. He was a strong ally of the United States until he was overthrown in 1979 by Ayatollah Khomeini… In this...
Emerging Markets are Leapfrogging Oil and Gas ...just like the Global South leapfrogged landline phones and rapidly adopted cellular at scale. With @KingsmillBond of ember_energy. #uspoli #cdnpoli https://markhamhislop.substack.com/p/emerging-market-are-leapfrogging
Xcel Energy is simultaneously filing rate‑case requests in Minnesota, the Dakotas, Colorado and New Mexico, seeking more than $1.3 billion in base‑rate increases. The filings aim to recover capital outlays tied to coal retirements, nuclear extensions, renewable projects, transmission upgrades and...
🟥🟥🟥Official Source at the Ministry of Energy: Operational Activities Halted at Several Energy Facilities in the Kingdom due to Recent Attacks https://t.co/YhaVlatjkT Riyadh, April 9, 2026, SPA -- An official source at the Ministry of Energy stated that important energy facilities in...
The analog chart below shows the major oil events since the 1970’s. The green line (1990 Gulf War) remains the best-case scenario, namely a short war that produces a full roundtrip in crude oil. Even by 1990 standards, the stock market...
Egyptian Natural Gas Holding Co. signed a preliminary agreement to purchase the entire output of Cyprus' Aphrodite offshore gas field once it begins production around 2031. The deal includes a framework to build an offshore transmission system operated by a...
Pay Attention, Canada: Electrification Surge Reshaping Global Energy Future Thus far, Canadian leaders are taking the wrong lessons from the Iran war. Energy system disruption = faster energy transition to electrification. https://youtu.be/wevqzdFPCMQ
AES pulls out of San Diego area battery project after local opposition #energysky -- via Canary Media: https://t.co/gaxfAy1ZM1
MaverickX has launched a new 10,000‑sq‑ft production facility in Pleasanton, Texas, to manufacture its PetroX chemical solutions for oil‑field applications. The plant, operating near the Eagle Ford shale, can produce about 14 million liters per year, shortening delivery times and lowering...
Sitting down with @notthreadguy for a live conversation about the Iran War, the "ceasefire", and what it all means for oil. Starting now, tune in!
Interestingly, this throws a massive dart at Toronto's proposal. The Toronto CMA is about 1/5th of Canada's population, so it does make one wonder how much Toronto's program is going to cost and/or how little it will be able to...
ONE‑Dyas has brought a second well online at its N05‑A platform in the North Sea, raising total output to roughly 1 billion cubic metres (Bcm) per year. The development moves the field toward its 2 Bcm/year name‑plate capacity, with peak production expected...
The physical Brent market remains very, very strong, even if Dated Brent has come off from its all-time high reached on Tuesday (down around $15). Physical premia for prompt oil (or as my colleague @AlaricN calls it: “ASAP barrels”) are...
Next-generation solar modules could degrade faster than expected, new UNSW research warns #energysky -- via pv-tech: https://t.co/9MN0k0o50k
Delta Air Lines’ 2012 purchase of the Trainer oil refinery, once dismissed as risky, is now delivering a sizable financial upside. The refinery supplies a share of the airline’s jet‑fuel needs, allowing Delta to offset higher fuel costs during periods...
BMW says its iX5 Hydrogen will go into production in 2028, but is there really still life in hydrogen cars? https://t.co/5AFoYPMuyO
"Continuing Crisis in Strait of Hormuz: Why Iran’s Hold is Illegal and U.S. Military Force Alone Fails" https://t.co/h8YXNFL0Qe
Researchers at the University of Edinburgh have shown that feeding ordinary bread crumbs to unmodified Escherichia coli, together with a biocompatible catalyst, produces hydrogen gas at yields higher than traditional fossil‑fuel hydrogenation. The hybrid chemo‑microbial process demonstrated carbon‑negative life‑cycle emissions,...
The more "messy"/"inefficient" the re-opening of the Strait of Hormuz is, the higher shipowners' profits are 🇮🇷🛢️🚢 @ed_fin on "Persian Gulf Traffic Jam" as tanker bull case: Apple🔊https://t.co/qUjYx8adg2 Spotify📽️https://t.co/07NUjj4n74 1/2 https://t.co/yWohqK1at9
I'm not sure who needs to hear this but Iran's 15-ship daily limit isn't going to be 15 VLCCs each laden with 2 million barrels of oil.
Texas‑based EG4 and Outback Power have launched “Advantage” programs that provide homeowners with pre‑paid battery leases. The offerings bundle a hybrid inverter with standardized battery packs and allow either DIY or installer‑led installation to keep costs low. Eligible participants receive...
Fervo Energy inks big turbine deal to build more next-gen geothermal #energysky -- via Canary Media: https://t.co/2db2ArIrcM
Crude oil finished the week at $112 (WTI) and $109 (Brent), making the current oil shock almost a double. https://t.co/7EKQWyQ7zM
Jet fuel prices have surged to about $209 per barrel, roughly double the level at the start of the war in the Middle East, prompting airlines to raise fares and ancillary fees. U.S. carriers such as Delta and United report...
Crude oil is now trading at $115 (as of Sunday night) while the forward curve has gotten even more backwardated. It’s unclear to me whether the backwardation is a manifestation of optimism over the Strait re-opening or the mechanics of...
So tomorrow Europe gets its last shipment of oil from the Strait of Hormuz. Based on that timing, if the Strait were to open tomorrow Europe's next oil shipment would come at the end of May. Reports are circulating that...
A University of Massachusetts Amherst study of 460 wind and solar projects in 19 states finds most receive permits within roughly a year, with a 90% overall approval rate. Kentucky and Mississippi process applications about five months faster than the...
MOL Awaits Safety Clarity Before Resuming Hormuz Transits, CEO Says. When will there be maritime security? What will it look like? https://t.co/iQtmyR7uY2
UNSW study finds tracker-based PV systems experience higher UV degradation than fixed-tilt arrays #energysky -- via pv magazine global: https://t.co/5RRbnGXRM0 https://t.co/WmJ664hZBv
Oil prices nudged higher on Thursday after a brief dip following a tentative cease‑fire between Iran and the United States. Brent crude settled around $96 a barrel, up roughly 30% since the conflict began, while U.S. WTI hovered near $98,...
EU sounds the warning bell as countries face soaring energy prices https://t.co/c7S4lxI7D8 via @suzannelynch1 https://t.co/rMfXvLzmAu
UMass study finds states approve most solar projects in under 1 year #energysky -- via Solar Power World: https://t.co/XWhvWAXTye
Conservative critics who once demanded subsidies for renewable energy now observe that solar, wind and other alternatives are becoming financially self‑sufficient. Declining technology costs and improved capacity factors have allowed clean power to compete with fossil fuels on pure market...
Solar trackers have changed the game for PV generation. But are they cutting panel life short? #energysky -- via Renew Economy: https://t.co/g4uWC9JG79 https://t.co/RvthFUcqSx
Winter Storm Fern forced Texas to import an additional $766 million worth of electricity over a 17‑hour period. The U.S. Department of Energy reported that during the storm’s peak, the state’s thermal fleet—coal, natural gas, nuclear and oil—generated 86 percent of power,...
Across the United States, more than 60 advanced nuclear reactor developers are mobilizing billions of dollars in public and private capital to address rapidly rising electricity demand. These next‑generation designs promise carbon‑free baseload power, but scaling them requires a strategic...
