Know What's Happening in Energy
Know What's Happening in Energy
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
European natural‑gas futures jumped roughly 30% on Monday, marking the steepest weekly advance since the 2022 energy crisis. The rally coincided with oil breaching $100 a barrel as major Middle‑East producers curtailed output and the Strait of Hormuz remained effectively closed. Disruptions to seaborse supplies amplified market volatility across the continent. U.S. natural‑gas contracts also rose to their highest level in a month, reflecting broader energy‑price pressure.
Munich‑based Telura announced a €4 million pre‑seed round led by Nucleus Capital, Possible Ventures and First Momentum, coupled with a validation pact with Germany’s SPRIND agency. The startup’s electric impulse drilling technology replaces mechanical bits with high‑voltage pulses to fracture rock,...
AI‑driven workloads are reshaping data centre economics, pushing global electricity consumption to more than double by 2030. Power availability and site expandability have become decisive factors as rack densities climb far above historic norms, demanding advanced electrical and cooling systems....
The research presents a surface bromine modification for the covalent organic framework TzPm‑COF, creating TzPm‑COF‑2Br with a tuned donor‑acceptor architecture. This brominated COF delivers a CO evolution rate of 155 µmol g⁻¹ h⁻¹ and 99.4 % selectivity under visible light, a 2.7‑fold increase over...
Tata Power announced a strategic partnership with Salesforce to embed AI‑driven CRM tools across its rooftop solar, electric‑vehicle charging and smart‑home businesses. The collaboration deploys Salesforce’s Agentforce Sales, Service and Marketing suites, creating an integrated, data‑rich platform for partner and...
The POSEIDON project, led by Natural England, is creating the UK’s most comprehensive marine dataset to support offshore wind development while protecting biodiversity. Over two years the team conducted aerial surveys of 54,000 seabirds and 5,000 marine mammals and collected...
Latest from the IEA: - "Speaking with governments" and "closely monitoring" events in the Middle East. - Says global oil market has been "in significant surplus" since the start of 2025. However, "prolonged disruptions could flip the market into a deficit". - IEA...
Saudi Aramco has launched a rare series of spot tenders offering roughly 4.6 million barrels of crude, covering Arab Extra Light, Arab Heavy and Arab Light grades. The move comes as the effective closure of the Strait of Hormuz forces shipments...
Oil prices surged dramatically on Monday, with Brent crude jumping 27% to $117.58 per barrel and U.S. crude climbing 28% to $116.51, marking the steepest daily gain since at least 1988. The spike follows heightened tensions in the Middle East,...
The article proposes a "Fair eGallon" metric that translates electricity prices into a gasoline‑equivalent cost by accounting for real‑world efficiency differences—20% for internal‑combustion engines and 80% for electric vehicles. Using the EPA’s 33.7 kWh per gallon figure, the Fair eGallon equals...
Vietnam's finance ministry announced a proposal to cut the most‑favoured‑nation (MFN) import tariff on selected petroleum products to 0 % effective until 30 April 2026. The move aims to broaden the supplier base and secure crude volumes as the US‑Iran war has disrupted...
Closure of the Strait of Hormuz has triggered the worst global energy crisis since the 1970s Who’s to blame for this?
The episode examines how the recent escalation of the Iran‑Israel‑U.S. conflict is pushing oil above $100 per barrel, creating inflationary pressure and market volatility across Asia and the U.S. It highlights the mixed impact on Singapore‑listed agricultural stocks, where upstream...
South Korean President Lee Jae‑Myung announced the first fuel‑price cap in three decades as Brent crude breached $100 a barrel amid the Middle East conflict. Taiwan’s government simultaneously introduced a weekly cap limiting gasoline price hikes to roughly 5%, far...
Oil futures surged past $113 a barrel and Brent topped $114 as the U.S.-Israeli conflict with Iran escalated, pushing the Strait of Hormuz effectively closed. The sharp rally in crude sent gasoline price forecasts above $4 per gallon, while Dow...
The United Kingdom’s gas storage has plunged to roughly two days of supply, with reserves falling from 18,000 GWh last year to about 6,700 GWh today. A similar volume of liquefied natural gas (LNG) sits in storage, but the overall buffer is...
TMK Energy reported a new daily gas production record at its Pilot Well in Mongolia, delivering over 900 cubic metres (31,800 scfd) primarily from the LF‑07 well. The output represents a 400% increase since August and a 50% uplift from...
Oil markets spiked dramatically as Brent crude briefly touched $119.50 per barrel, driven by heightened geopolitical risk from the Iran‑related conflict in the Middle East. Prices later eased to $107.20 for Brent and $103.18 for WTI after reports that G7...
That impacts coal and gas demand but not oil demand. It's also wrong in terms of what's happening. I love nuclear as part of the solution. But look at the country building the most nuclear, China, and you see more...
The only question that matters in the next few weeks is whether Beijing concludes that the Iran escalation cutting off 40% of Chinese oil imports was deliberate and therefore demands a strategic response, or concludes that it was reckless and...
One Nation senator Tyron Whitten disclosed a 0.00913% stake in Sky Energy Investments, a Victorian solar‑battery firm, despite his public opposition to large‑scale renewable projects. Whitten repeatedly argues that nuclear, coal and gas are cheaper than renewables and has labeled...
In 2025 the United States exported roughly 10.7 million barrels of crude oil and petroleum products per day, surpassing imports of about 7.9 million barrels—a net export surplus of 2.8 million barrels daily. This marks the first full year the U.S. has been...
Exxon Mobil and Chevron jumped 3.6% and 3.5% respectively in after‑hours trading as WTI crude surged past $100 per barrel, boosting expectations for higher earnings and cash flow. Berkshire Hathaway fell 1.3% despite its Chevron stake, weighed down by a...
If you want to understand global oil trade think of this as the world's circulatory system. Pinching the Strait of Hormuz is like closing a major artery. It will cause damage the longer it is closed and if not careful, you either...
Hotter weather threatens to worsen Southeast Asia's energy crunch ⚠️🌡️ Above average temperatures forecast for March-May, said the ASEAN Specialised Meteorological Centre on Friday The region relies on gas from the Middle East to meet peak demand https://t.co/jIpi4vUCIU
Breakwave Tanker Shipping ETF (BWET) has seen investor capital triple in 2026, driven by a sharp rally in oil freight rates linked to Middle East tensions. However, analysts argue its performance is overly dependent on the Strait of Hormuz conflict,...
Demand destruction as we speak, starting with Bangladesh. Thailand and China curbed exports of diesel and gas. Vietnam will do so next.
Dear politicians everywhere: if your energy depends on fossil fuels, you aren’t a sovereign nation; you’re a hostage. N.B.: The sun doesn't send a bill and the wind doesn't charge for delivery. Forever. https://t.co/yXp8pnaOXC
G7 finance ministers to hold emergency conference call at 12.30pm London time to discuss the impact of the US- -Iran war, Paris said in a statement. According to the Financial Times, several G7 nations favour a release of their Strategic Petroleum...
“US officials believe a joint release in the range of 300mn-400mn barrels — 25 to 30 per cent of the 1.2bn barrels in the reserve — would be appropriate.”
A barrel lost anywhere is a barrel lost everywhere. And we just lost one-fifth of everywhere barrels. No one is safe.
Brent crude futures LCOc1 climbed to a high of $119.50 per barrel and U.S. West Texas Intermediate (WTI) CLc1 to $119.48 a barrel.
climate collective action is on life support the energy transition is alive and well Important distinction to make
LNG GLUT CANCELED FOR ANOTHER YEAR 🚢⚠️ Qatar's production halt is likely to remove most of a glut Morgan Stanley forecast for this year. The bank now sees a 2m ton overhang Any extension in the Qatar outage beyond one month “quickly...
A really important feature of this current market is that it’s physical participants’ (ie refiners) scramble for barrels—and not spec sentiment—that’s driving insane $ spike & explosion of backwardation We already saw this last week, when spec was net ~flat despite...
Singapore Bunker Fuel Prices 🚀 (From @ShipandBunker) Container ships on the main services to/from North America burn about 150-200 tonnes per day. Exports are going to be hit a lot harder than imports as fuel makes up a larger portion of their...
One of the strangest headlines I've had to write: Oil pares gains (today) to just 27% now https://t.co/W2IOR839WN
Oil and S&P 500 Futures Extend Tumble to Start the Week – Is Sentiment Giving Way? Wrote this week ahead article on an airplane with awful wifi... https://t.co/PoHGRgI2oL
Bangladesh brings forward holidays and closes universities to conserve electricity and cut traffic (which also wastes fuel) https://t.co/aw1WmizmA4
Last month I wrote a column about whether Trump could take credit for low oil prices. Trump loves to talk about how much he wants/pushes for low prices, but I argued his aggressive foreign policy was a massive bullish driver of...
If you have crude inventory right now you’re selling every single barrel in your tanks (& buying back 6 mths down curve for $30/bbl less pocketing the diff) If you’re not, you’re in a really tough spot because you actually need...
PV-assisted heat pump prototype with dual condenser reaches 7.59 coefficient of performance #energysky -- via pv magazine global: https://t.co/7QFbbM8ef2
Shutting the transit route that carries one-fifth of world supply has a way of doing that.
The Brent crude prompt timespread is currently over *$9/bbl*, a new all-time record. Timespreads measure the steepness of the crude futures curve, which at the front (prompt) reflects how tight—loose if neg—the spot market is. The oil market has literally never been...
Reminder, oil futures once traded at negative $42 a barrel. And if the meme stock traders get a hold of this thing who knows where it can go?
This is actually looking like a great framework after oil hit $110 tonight… Aged pretty well for now. Can change in about ten minutes tho 😂
Middle East tensions spike oil past $100 and shake inflation forecasts. This week's CPI and PCE data could pack extra punch as rate cut hopes fade. 🟢 Open https://t.co/dcFgI6Pdro
*BRENT CRUDE OIL EXTENDS SURGE TO 25% ON MIDEAST WAR DISRUPTION In addition to rallying 25% today (Sunday night), May Brent Crude oil futures are up 56% since last Wednesday's low (March 4th). https://t.co/Afycm5leiS
US oil futures are now on track to rise +60% this month, marking their largest monthly gain in history. https://t.co/P4ciDNwr85
Oil spiking to $107 while gold falls. The dollar is strengthening as global markets panic. Both moves happening at once. 🔒 Members-Only https://t.co/Og6roiaoNd
