Know What's Happening in Energy
Know What's Happening in Energy
Renewables snag $400M of Philippines investment approvals, solar leads with $293M project
Renewable energy projects accounted for roughly 48% of the Philippines Board of Investments' approved outlay of P47 billion ($840 million) in the first two months of 2026. The energy sector secured about P22.4 billion ($400 million), highlighted by a P16.4 billion ($293 million) solar venture by Cleanenergy 2 Power.
Also developing:
China Merchants’ subsidiary Changhang Freight has placed an order for two 20,000 dwt LNG‑powered bulk carriers from Jiangxi New Jiangzhou Shipbuilding. The vessels are river‑sea direct bulkers designed for Grade A navigation on the Yangtze River, enabling seamless operation between inland waterways and coastal routes. Each ship will feature two 2,000‑kW main engines coupled with an LNG propulsion system, projected to cut CO₂ emissions by more than 20 % versus traditional fuel oil. The order expands China Merchants’ low‑carbon inland fleet as part of its broader decarbonisation drive.
India’s clean‑energy sector has experienced a hiring surge of over 55 percent in the past two years, making it one of the fastest‑growing job markets. The National Capital Region of Delhi now accounts for roughly 44 percent of all clean‑energy openings, outpacing...
Reliance Industries rerouted two fuel tankers—about 100,000 metric tons of diesel and 75,000 tons of jet fuel—from Europe to Asia as the Iran‑Israel conflict chokes supply through the Strait of Hormuz. Asian jet‑fuel margins surged to a record $80 a...
Libya’s National Oil Corp announced that the Sarir refinery has resumed gasoline production after a three‑year shutdown, restoring its 10,000 bpd gasoline capacity. The restart follows a major overhaul of the crude distillation unit completed in January and includes the activation...
Norway’s regulator Havtil has approved Wellesley Petroleum to drill an exploration well in block 35/10 of the North Sea. The 35/10 16 S well, part of the Carmen appraisal under licence 1148, will be drilled in 365 m water using the Deepsea Yantai...
North Carolina’s nonprofit coalition has launched Electrify the Triad, a new program that helps households swap gas heating, stoves and water heaters for electric alternatives and install EV chargers. Building on the earlier Solarize the Triad campaign, the initiative partners...
JMIC data shows routine commercial traffic through the Strait of Hormuz has virtually stopped, with only two cargo vessels recorded in the past 24 hours versus the usual 138. The pause follows a U.S.–Israel strike on Iran and Iran’s retaliatory...
A Natural Power study finds the SENSEWind self‑installing system could cut the levelised cost of energy by 8.1% for the proposed 350 MW Teviot onshore wind farm in Scotland. The technology eliminates the need for large cranes, delivering roughly £40 million in...
Monaco‑based startup Sea Further has been awarded a Horizon Europe grant to advance its industrialisation project. The funding, backed by the European Institute of Innovation and Technology, supports the development of bio‑optimized carbon, including graphene produced by marine micro‑organisms. Monaco’s...
On March 1, Germany’s balancing market recorded an extreme negative imbalance price of ‑1474 €/MWh for a single 15‑minute interval. The price plunge was driven by an unexpected supply shortfall that outpaced intraday trading activity, leaving the system operator to procure balancing energy...
Crude's reaction to the one-month, conditional US "waiver" on Indian purchases of Russian oil says it all. Brent is not even 1% lower Friday afternoon in Asia, after settling at a 20-month high above $85. @VandaInsights' first Executive Briefing Note of...
The Philippines, heavily dependent on imported oil, is confronting rising fuel costs driven by Middle East tensions. President Ferdinand Marcos Jr. ordered government offices to keep air‑conditioners at a minimum of 24 °C and is exploring flexible or four‑day work weeks...
In this episode of This Week in Futures Options, host Mark Longo and CME Group chief economist Eric Norland dissect a volatile week across energy, equity, and crypto markets. They highlight heating oil, crude oil, and natural gas as the...
The sponsor‑generated column from Hitachi Energy argues that protecting the United States electricity grid is a matter of national security. It highlights growing cyber and physical threats that could destabilize critical infrastructure and the economy. The piece promotes modernizing the...
Indigo Power is rolling out the first of seven community batteries across regional Victoria and southern New South Wales, funded by a $4.7 million resilience project with $3.4 million from ARENA. The inaugural 340 kWh unit, BEECH01, sits beside a 99 kW solar array...
The Energy Insiders podcast released on March 6, 2026 spotlights a seismic shift in Australia’s trucking sector as battery prices plunge. Daniel Bleakley of New Energy Transport explains how lower‑cost batteries are making electric trucks financially viable against diesel. The episode also...
The Blue Mackerel offshore wind project has entered the full environmental impact assessment stage under Australia’s EPBC Act, confirming its status as a controlled action. The 1 GW development, slated for up to 70 turbines about 10 km off Gippsland’s coast, now...
There is a caveat to the Russia oil waiver for India — “loaded on vessels as of March 5”. The Department of the Treasury's Office of Foreign Assets Control (OFAC) is issuing Russia-related General License 133, "Authorizing the Delivery and Sale...
The Straight of Hormuz, which is a key shipping lane for the world's oil, fertilizer and other products, is effectively shut. Charts from @bloomberg: https://t.co/zunbN3eO7G
Electrifying the 900 km Sydney‑Melbourne freight corridor could cut fuel costs by $0.9 billion annually and deliver a payback of two to four years. Battery‑electric 60‑tonne trucks with 450 km+ range and megawatt‑scale chargers already exist, offering quieter, faster, and lower‑maintenance operation. Capital...
#HSP selling a 2nd tranche of its renewable energy land portfolio for £6.8m, at 6% uplift to independent valuation. ShareScope has fwd p/e 12.4 falling to 12.2 and fwd Divvy 5.1% rising to 5.2%; nice income. I don't hold.
What will be impact of the conflict in the Middle East be on energy bills? What can we do to avoid being so exposed to international fossil fuel price volatility? I was asked these and other questions by LBC News....
Mammoth Energy Services reported $16.4 million revenue in Q2 2025 but posted a $35.7 million GAAP net loss, driven largely by a $31.7 million non‑cash impairment on its Northern White Sand mine. The quarter featured three major portfolio moves: a $108.7 million sale of infrastructure...
The US is temporarily easing sanctions on Russian oil sales to India to address supply shortages and reduce the impact of the surge in prices in the wake of US and Israeli attacks on Iran. The decision to ease sanctions...
China is on track to surpass the US to have the world’s largest nuclear power capacity by 2032, according to a Bloomberg News analysis 🇨🇳☢️ Thanks to decades of making nuclear a priority (plus helpful regulation and financing support) China builds...
Developers in Denver warn that the city’s aggressive renewable‑energy targets are outpacing the grid’s ability to supply new power. Xcel Energy plans to invest $17.6 billion and add 3,200 MW of renewable and gas capacity, yet expects an additional 1,000‑2,000 MW demand surge...
Heat pump sales rose 11% in 2025 across 16 European countries, with 2.63 million units sold. Twelve countries saw growth, largely where subsidy schemes were stabilised and electricity costs addressed. Policy certainty and energy levies & taxation are proving decisive. https://t.co/hvp6WLgpb3
China lithium prices tumble as weak EV sales, Middle East war cloud demand outlook https://t.co/8TqB23mggy
German‑founded 1komma5° introduced Heartbeat AI in Australia, an energy‑optimisation platform that links solar, battery and home loads to real‑time wholesale prices, weather and grid demand. The AI‑driven system claims to accelerate home‑battery payback by up to $1,500 per year without...
Forrest says AI the stuff of nightmares, but also critical to Fortescue’s push to real zero #energysky -- via Renew Economy: https://t.co/CtSKQsQa1P https://t.co/B2sbBHDjw9
"We are in the first phase of a great rotation away from the US FANG+ and related stocks, semiconductor, and AI software companies towards oil & gas, utilities, emerging market, and resource stocks, and Treasury bonds." - Marc Faber
ASX Energy introduced Morning Peak and Evening Peak electricity futures eight months ago to address peak‑demand hedging needs in the NEM. Trading activity has been minimal, with only 58 Evening Peak contracts and zero Morning Peak contracts exchanged across NSW,...
Morocco installs 204 MW of utility-scale solar in 2025 #energysky -- via pv magazine global: https://t.co/souUIR1saG
This will help. But crucial to understand: India’s total crude imports are ~5.5 mil b/d. This is a minor offset to 20 mil b/d locked out of the market. Washington appears set on offering a drip-feed of relief to a major oil...
Greenidge Generation Holdings announced preliminary Q4 and full‑year 2025 results, highlighting a dramatic reduction in senior unsecured debt to $39 million and securing 100 MW of non‑curtailable power for future AI/HPC datacenters. The company obtained a five‑year Title V air‑permit renewal for its...
Trump’s Renewables Permitting Thaw Is Also a Legal Strategy #energysky -- via Heatmap News https://t.co/k898YBqsSa https://t.co/vc4PSNU4wn
How Australia can turn the data centre boom into a grid growth story #energysky -- via Energy Storage News: https://t.co/7pJu7VC6tB
Analyst Andrew Hecht downgraded the Global X Lithium & Battery Tech ETF (LIT) from buy to hold after a pronounced rally from its April 2025 lows. He cites continued volatility but notes a bullish longer‑term chart and an anticipated lithium supply...
Canadian Natural Resources Ltd. announced it will postpone its $8.25 billion Jackpine mine expansion in northern Alberta until federal and provincial carbon‑pricing and methane‑regulation frameworks are clarified. The delay will shave $310 million from CNRL’s 2026 capital budget and pushes back engineering...
"I know I said last April that 'as the debtor country, America has all the leverage v. China'...& I know we are actively trying to choke out both you AND Russia...but could you buy less oil from Russia & more...
#WhosNext? Oil and gas workers? #Automation means the industry doesn't employ as many people as it used to. #AV #Robotics #RPA https://t.co/7icqDY8Mvf
There are other CNRL projects that have material carbon pricing liabilities, including at Jackfish and Primrose. The mines don't have that issue.
New solar tracking strategies aim to maximize crop yield in agrivoltaics #energysky -- via pv magazine global: https://t.co/XYthEuKWUC
I'm sure Pierre checked whether this project made money or paid money under the industrial carbon pricing regime, right?
Why the Middle East crisis could prompt a doubling down on solar #energysky -- via pv-tech: https://t.co/6ieL0gTNmJ
Boom is building a 200,000sqft factory in Denver where we will build 1-2GW/year of turbines from raw materials. First equipment arrived today. https://t.co/HijqLgjsBL
They physically cannot restart everything by March 9–apparently full capacity probably can’t be restored for a month.
Is the market operator’s next energy transition plan already out of date? #energysky -- via Renew Economy: https://t.co/onnOaC55j4 https://t.co/KQEdqiJe4m
The Iran War - Day 6: Energy Disruption, Regime Fragmentation, and Ukraine You are watching a full preview of Peter's coverage of the Iran War. Join our Analyst Tier on Patreon to access daily videos and analysis of...
New Jersey expands state community solar program by 3 GW #energysky -- via Solar Power World: https://t.co/afe46RjClj
