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:
Solar stocks rallied sharply as SolarEdge and Enphase posted strong Q4 2025 results. SolarEdge reported a 70% revenue jump, 23.3% non‑GAAP gross margin and $43.3 million free cash flow, while Enphase delivered EPS of 71 cents and a 46.1% margin. Both companies forecast Q1 2026 revenue between $270 million and $320 million and unveiled new growth catalysts—SolarEdge’s AI data‑center power solutions and Enphase’s U.S. commercial inverter and European battery‑retrofit plans. The rally is amplified by a macro tailwind as investors rotate into renewable energy amid geopolitical uncertainty.
$50 or $100 Year-End for Brent Crude? It took an unprecedented closure of the Strait of Hormuz to push the front-month Brent crude oil future to extend 2025's high -- now what? December Brent is near $69 and will become front...
CHC Helicopter’s Brazil unit has won Equinor’s crew‑change contract for the ultra‑deepwater Bacalhau field, commencing in February 2026. The agreement deploys an S‑92A helicopter from CHC’s Jacarepaguá base to transport personnel 185 km offshore. CHC highlights its local infrastructure, fleet upgrades,...
On March 4, 2026 Israel’s air campaign struck Tehran, Qom and key Iranian military sites, including the first recorded air‑to‑air kill by an F‑35 against an Iranian jet. Iran retaliated with roughly 40 ballistic missiles aimed at U.S. bases in...
Barclays released a research paper flagging the risk of stranded transition assets, suggesting that wind and solar projects could lose value despite soaring oil and gas prices. The paper arrives amid heightened geopolitical tension in the Middle East, which has...
Dragonfly Energy showcased its lithium‑iron‑phosphate battery‑powered auxiliary power unit (APU) at the Truckload Carriers Association meeting, targeting the 10‑hour mandatory rest period for drivers. The battery, charged by the truck’s alternator, can run the sleeper‑cab’s heating, cooling and electricity without...
INVESTMENT MANAGERS purchased the equivalent of 12 terawatt-hours (TWh) of futures and options in the European benchmark Dutch TTF contract over the seven days ending on February 27. Nearly all the buying came from repurchases of previous bearish short positions....
GE Vernova has been awarded a contract by Italy’s IVPC Group to supply 17 on‑shore wind turbines, delivering more than 100 MW for the Fortore wind farm in Benevento. The 6.1 MW, 158‑metre machines will be delivered starting in the second quarter...
QatarEnergy announced an immediate halt to LNG output and several downstream products after military attacks damaged its Ras Laffan and Mesaieed facilities. The shutdown triggered a more than 40% surge in natural‑gas prices and a 52% jump in Europe’s TTF...
Many consider a widespread war in the Middle East the worst-case scenario for the global oil and gas markets. That war is here, and it could have long-lasting impacts on energy and climate policy. This week on Zero, I speak...
Enterprise Ireland has launched Propel Ireland, an innovation centre designed to accelerate collaboration, research and supply‑chain development in the country’s offshore wind sector. The hub aligns with the Powering Prosperity strategy and Ireland’s ambition to install up to 37 GW of...
Nigeria’s oil and gas sector is undergoing a rapid expansion, driven by $500 million local acquisitions, a $750 million Afreximbank partnership, and the launch of the 650,000 bpd Dangote refinery. Production has already surpassed 1.5 million barrels per day, with a government goal to...
The February 2026 edition of Russian Oil & Gas Monthly highlights a sudden escalation in Middle‑East tensions, specifically the outbreak of hostilities involving Iran, Israel, and the United States. The conflict, which unfolded at the end of February, disrupted global...
CNOOC International Marine Clean Energy and CLPe completed Hong Kong’s first LNG ship‑to‑ship bunkering for a very large crude carrier. The operation on the 2023‑built VLCC Maran Dione transferred about 4,700 cubic metres of LNG in roughly seven hours at...
Newcastle‑based Kardinia Energy has secured a $2.1 million federal grant to launch a commercial‑scale pilot of its printed solar panels. The technology prints carbon‑based semiconducting polymers onto thin recyclable plastic, creating lightweight, flexible modules that are cheaper and easier to install...
IKM Testing UK has secured a three‑year offshore shutdown contract with Dana Petroleum for the FPSO Triton operating in the UK Central North Sea. The agreement covers shutdown support across eight fields, including vessel entries, valve replacements and engineering modifications,...
Escalating Middle East conflict has spiked LNG prices, prompting Southeast Asian nations to reconsider energy security. A 50% jump in gas costs followed a drone strike on Qatar’s premier LNG hub, exposing the fragility of regional supply chains. Governments risk...
Saudi Aramco’s Ras Tanura oil export terminal was struck by an unidentified projectile, marking a second incident within days. The earlier drone attack forced a temporary shutdown, and the latest strike’s damage details remain unclear. Ras Tanura handles a large share of...
South Western Railway posted a 14.3% rise in gross revenue to ₹8,550 crore in FY 2025‑26, driven by an 18.3% jump in freight earnings. Freight tonnage climbed 17% to 47.5 million tonnes, with coal loading up 16.6% to 9.3 MT. The surge has spotlighted...
Germany’s Texxecure Rating Foundation has launched a standardized quality rating for photovoltaic (PV) systems that grades modules, inverters and whole projects on a AAA‑to‑D scale. The two‑step process combines a document review with an on‑site inspection, producing a single risk...
Haryana will launch a dedicated power utility, Haryana Agri Discom, to serve the state’s 7.12 lakh farm consumers across 5,084 agricultural feeders. Announced in the 2026‑27 budget by Chief Minister Nayab Singh Saini, the new entity aims to deliver uninterrupted electricity,...
EcoFlow unveiled the Ocean 2 all‑in‑one battery inverter at the Key Energy show in Rimini. The system pairs a 5 kWh LiFePO₄ battery with a single‑phase inverter, delivering 3.4 kW continuous discharge and 100 % depth of discharge. Units are compact, IP66‑rated and can...
BlackRock’s 2026 outlook shifts focus from AI chip makers to the energy firms powering AI data centers, citing a projected thirty‑fold rise in U.S. power consumption through 2035. The firm highlights three stocks—Bloom Energy, Constellation Energy, and GE Vernova—as top...
NuScale Power’s small modular reactor (SMR) stock is trading near its 52‑week low, down more than 75% from its October 2025 peak. The company retains a unique first‑mover advantage as the sole NRC‑approved SMR design, bolstered by a partnership with...
VSB Integrated Energy Solutions has begun construction of a 1.3 MWp rooftop photovoltaic system on the newly built METRO Deutschland store in Hamburg‑Rahlstedt, operating under an 18‑year onsite power purchase agreement. Installation starts in spring 2026 with commissioning slated for Q3‑Q4...
Ampere, Renault Group's EV and software arm, has signed a Joint Development Agreement with Basquevolt to fast‑track lithium‑metal battery technology for future electric vehicles. The partnership leverages Basquevolt's polymer‑electrolyte cells, which promise a substantial jump in energy density, lighter packs,...
The Norwegian Offshore Directorate (NOD) reports that roughly 90 tight‑reservoir discoveries on the Norwegian Continental Shelf remain undeveloped. It argues that stronger cooperation among operators, aggressive cost reductions, and the deployment of proven technologies such as hydraulic fracturing, slim‑hole drilling,...
Energiequelle has broken ground on the Lüben wind farm in Lower Saxony, deploying five Enercon E‑138 turbines each rated at 4.26 MW with 160‑metre hub heights. The farm is expected to generate roughly 77 GWh annually, enough electricity for about 22,000 households....
DOF Group has placed an order for four XLX EVO III work‑class remotely operated vehicles from the UK‑based Forum Energy Technologies. Deliveries are slated for April, June, July and August 2026, with the first two units mobilised in Singapore. The ROVs...
The Virtus Reaves Utilities ETF posted a 4.91% decline in Q4 2025, underperforming both the S&P 500 and the S&P Utilities Index. While the broader utility sector modestly lagged the broader market, the fund’s top contributors—DTE Energy, Duke Energy, WEC...
RWE has installed the first turbine at the 1.1 GW Thor offshore wind farm off Denmark’s west coast. The project will host 72 Siemens Gamesa 15 MW turbines, each with a 148‑metre hub height and 115‑metre rotor blades, slated for completion by the...
UK businesses are moving away from the traditional race‑to‑the‑bottom energy procurement model, opting for price stability and transparency instead of the lowest rates. Recent surveys show 23% of firms have reduced operations because of volatile electricity costs, while 40% of...
The Australian Capital Territory has finished its first community‑battery network with the commissioning of a 450 kWh system in Dickson. The new battery joins earlier 225 kWh and 450 kWh installations in Casey and Fadden, bringing the territory’s total storage capacity to 1,125 kWh...
The UK’s AR7 renewable auction delivered a record 14.7 GW of new capacity, with offshore wind alone providing roughly 8.4 GW. The outcome signals that private capital is willing to fund large‑scale clean‑energy projects, restoring confidence after earlier rounds faltered. Industry leaders...
The blog explains how imbalance prices act as a 15‑minute settlement tool for Balance Responsible Parties (BRPs) in the European power market, bridging the gap between scheduled and real‑time generation. It contrasts three pricing scenarios—day‑ahead parity, punitive rates, and asymmetric...
@sandy_carter `s POV `Iran War, An Oil Crisis, A Crypto Stress Test, And An AI Reckoning` Oil. Crypto. AI. Most coverage is missing the "Big 3" takeaways: 1️⃣ Crypto’s Dual Identity: It’s a "risk asset" for Western traders but a "survival tool"...
EU expands ETS indirect carbon cost compensation to 20 new sectors and raises coverage for eligible industries. https://www.metalnomist.com/2026/03/eu-ets-state-aid-expansion-widens.html
Siemens, together with Mescada, will install an AI‑ready, cloud‑based SCADA platform for Global Power Generation Australia, covering eight renewable sites across four states. The Simatic WinCC Open Architecture system will handle roughly 300,000 data tags, delivering real‑time monitoring from a...
Italy’s new energy provisions could boost gas use, undermine renewables and storage competitiveness #energysky -- via pv magazine global: https://t.co/ekdqmPRdKr
"There is little US LNG producers can do to immediately replace lost Qatari cargoes" https://t.co/ZAZe4MzpoI "American export plants are running nearly full tilt with most cargoes locked into long‑term contracts." https://t.co/3nYYZwRyaA
The UK Environmental Audit Committee warns that fairness is a critical missing piece in the upcoming Seventh Carbon Budget (2038‑2042). It argues that uneven cost distribution—such as pay‑per‑mile electric‑vehicle charges—will erode public consent for net‑zero. The committee recommends shifting electricity...
For a few hours yesterday morning, markets looked very scary. Brent was going vertical, USD was rising like crazy and S&P 500 was plummeting. The US calmed things down by promising to insure and escort oil tankers, but one Iranian...
This is likely the first time QatarEnergy has ever declared force majeure on LNG shipments 🇶🇦 ⚠️ Qatar made its name as a powerhouse producer that never fails its customers Then an Iranian drone hit
VinEnergo, the Vietnamese renewable energy arm of Vingroup, unveiled a global expansion plan anchored by a secured 10 GW project portfolio across Europe and Asia. The company aims to scale its total capacity to 100 GW within three years, focusing on 50 GW...
Fertilizer manufacturers in South Asia are beginning to cut output due to an outage at Qatar’s LNG export plant ⚠️ 🇮🇳 Some Indian manufacturers started reducing production at urea plans 🇵🇰 Pakistan’s gas distributor declared FM on to fertiliser plants https://t.co/LUjKJcUg25
coal stocks have all pulled back in recent weeks... i miss the 'ole days and the $KOL but its small exposures via $XME, or the names: $HCC $BTU $AMR
The New South Wales government has fast‑tracked 16 projects worth $34.4 billion, with 13 focused on renewable generation and storage. A newly created Investment Delivery Authority (IDA) will override local council decisions to accelerate planning approvals. Projects range from large wind...
Trump’s Hormuz strategy may raise energy costs as India faces fertilizer and LNG supply risks | Mathrubhumi English https://t.co/BTL63LOcou
Europe remains one of the economies most exposed to volatility in global energy markets. The EU still depends on imported fossil fuels for close to 60% of its energy needs. Among large economies, only Japan and South Korea have higher levels of...
Malaysia should not be one of the weakest links here. It exports gas so higher prices is good for Malaysia, offsetting deficit of oil…
