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:
London‑based Zodiac Maritime is expanding its crude carrier renewal by ordering five new tankers in Asia. The deal includes four 319,000‑dwt VLCCs from Jiangsu New Hantong Ship Heavy Industry at roughly $120 million each, slated for 2029 delivery, and a 157,000‑dwt suezmax from Samsung Heavy Industries Vietnam for about $85 million, also due in 2029. These contracts extend a programme launched in October that covered up to eight VLCCs and six 9,000‑teu containerships. The move follows Zodiac’s recent sale of three older VLCCs for $223 million, freeing capital for the fleet upgrade.
In this episode, Michelle Martin and market analyst Ryan Huang dissect a volatile global backdrop, covering Asian equity declines, the earnings surge and share‑price drop of Singapore‑based Sea Ltd (Shopee), Singapore’s push to become a regional physical gold hub, and...
While Crude remains more than 10% higher than last Friday's close in two trading sessions, stocks like Exxon $XOM are at lower levels from last Fri close after its steep runup. @IBDinvestors @marketsurge Similar to Gold stocks starting to...
Gujarat Gas announced a 50% cut in gas supplies to industrial customers after the US‑Iran conflict disrupted regasified LNG imports, sending its shares down 4% to Rs 382 on the BSE. The company, which sources roughly 70% of its gas from...
In Q4 2025, battery energy storage systems dominated Australian renewable investment activity, featuring in 16 financing, M&A and offtake deals and representing 2.16 GW of transaction volume. Solar projects contributed 675 MW, with 90 % of that capacity in hybrid configurations. New South Wales...
Renew Economy’s Solar Insiders podcast released an episode on March 4, 2026 featuring Camilla Hamilton of Cogency discussing how renewable developers should consult with local communities. Hamilton stresses that thorough research, attentive listening, and even informal coffee meetings are essential to building...
Norway’s gas producers are operating at near‑full capacity as Europe scrambles for supply after the world’s largest LNG export terminal in Qatar was forced offline by an Iranian drone attack. The shutdown sent European spot gas prices soaring more than...
According to @Polymarket, there is a 67% chance that Iran will close the Strait of Hormuz by March 31. The probability has SOARED in the last few hours. 20% OF THE WORLD’S OIL, AND ~40% OF CHINA’S OIL, FLOWS THROUGH THE...
The US just killed Iran's top leaders, but the war isn't ending. The Revolutionary Guard is still fighting, and oil has spiked past $85. 🔒 Members-Only https://t.co/oiXuHGPp3W
Oil prices surged as Iran's IRGC declared the Strait of Hormuz closed, cutting 70‑80% of traffic. Brent crude rose above $80 per barrel for the first time since July 2024, while U.S. energy stocks outperformed the broader market. Analysts, led...
The Velocity of Innovation vs. The Stability of Infrastructure - how do you build a resilient operational strategy when the tools you are using today may be obsolete before the concrete on your new substation has even cured? Click NOW...
CHINA’s options to deal with loss of oil supply from Iran and the Middle East: https://t.co/pf8gYZWvxE
Elon Musk’s new xAI data centers are generating significant emissions, undermining Tesla’s climate leadership. In Europe, Toyota and Stellantis have withdrawn from Tesla’s CO₂ credit pool, potentially costing the automaker billions. Meanwhile, Hyundai’s IONIQ 5 recorded a 33% sales jump in...
California’s heat pump push faces a big hurdle: high electric bills #energysky -- via Canary Media: https://t.co/XA5b6J2fS6
U.S government sets preliminary countervailing duties on solar imports from India, Indonesia and Laos #energysky -- via pv magazine global: https://t.co/xLDIGb82s4
India faces a looming gas crunch after Qatar halted LNG production, jeopardising the primary feedstock for urea manufacturing. The country currently holds only about two months of buffer stocks for urea and DAP, and prolonged shortages could force local plants...
Solar and storage are central to Trump energy priorities #energysky -- via pv magazine usa: https://t.co/SMzlPkYENu
UK: Grid-forming batteries miss out in system stability tender as synchronous condensers, gas get contracts #energysky -- via Energy Storage News: https://t.co/JKsGGhv9o4
Point Isabel Independent School District voted down a $160 million, ten‑year property‑tax abatement offered by Texas LNG for its $5.7 billion liquefied natural gas project. The deal would have added roughly $15 million per year to the district’s budget, but the board said...
Community solar expansion legislation sent to Virginia governor #energysky -- via Solar Power World: https://t.co/OZTLKHxHWX
People on the move: Arevon, GS Power, and more #energysky -- via pv magazine usa: https://t.co/gdSh6VDBRG https://t.co/KkFhvwvKUl
SandRidge Energy reported a strong Q2 2025, with adjusted EBITDA rising 76% to $22.8 million and net income of $19.6 million. Production increased 19% year‑over‑year, driven by the launch of the Cherokee development program, whose first well delivered 2,300 BOE/day and a breakeven...
ChargePoint reported Q2 FY2026 revenue of $99 million, hitting the top of its guidance but falling 9 % year‑over‑year. Non‑GAAP gross margin rose to 33 %, the highest since the company went public, while subscription revenue reached $40 million, representing 40 % of total sales....
Atomic Eagle announced a maiden ore reserve of 28 Mlb U3O8 at its Muntanga project in Zambia, backed by an independent engineering review of a feasibility study that confirms a 12‑year mine life. The study projects 25.3 Mlb total production, a 3.5‑year...
The U.S. is stepping back from global climate policies at the very moment the global clean energy transition is accelerating. Christiana Figueres, former UN climate leader and architect of the Paris Agreement, explains why this attempt to double down on fossil...
Rising crude prices, driven by the Iran‑Israel conflict, could push the Philippine peso past the 59 per‑dollar threshold. MUFG forecasts the PHP trading between 58.5 and 59.5 if oil steadies around $90 a barrel, while JP Morgan sees a modest global...
South Australia has been chosen as the site for HAMR Energy’s $700‑800 million methanol‑to‑jet sustainable aviation fuel (SAF) plant, the first of its kind in the country. The facility will use Honeywell technology to convert 300,000 tonnes of low‑carbon methanol into about...
Marine gasoil (MGO) prices in the Americas surged toward $1,000 per metric tonne, marking the highest levels since October 2023. The rally follows the US‑Israel weekend attacks on Iran, which threaten the flow of middle‑distillates through the Strait of Hormuz....
U.S. shale producers have signaled that 2026 capital expenditures will remain flat or dip slightly, while overall output is expected to stay level or edge higher after accounting for acquisitions, divestments, and the cyclical nature of multiyear upstream projects. The...
Iran escalated its campaign against regional energy assets, deploying armed drones against the United Arab Emirates' main oil export hub and striking major ports in Oman. The attacks, which originated beyond the Strait of Hormuz, signal a widening of Tehran's...
China’s domestic natural‑gas production is set to climb in the near term as the government backs unconventional shale projects. Analysts forecast a steady output rise, driven by new drilling licences and financial incentives. The push aims to offset growing demand...
LNG spot prices jumped sharply after a supply disruption in Qatar, one of the world’s largest exporters. In Northeast Asia, the price rose $1.75 week‑on‑week to $12.45 per MMBtu, while Southwest Europe saw a $5.05 increase to $14.75 per MMBtu....
Bulls have taken control of the physical natural gas market as spot prices showed mixed movement but futures advanced. Traders are looking past the early‑March shoulder season, focusing on colder weather forecasts and strong LNG export activity. Geopolitical tension from...
Brent crude rose to $85 per barrel on Tuesday, marking a notable surge amid heavy trading. The rally reflects market reaction to escalating tensions in the Middle East and concerns over supply disruptions. Traders are now focusing on how constrained...
The Real Villains in North America's Low EV Sales? Legacy Automakers Max Fawcett and I discuss his column, "Canada's big bet on EVs can still pay off." We may or may not have discussed EVs' impact on the future of Alberta oil. #ableg...
Can offshore data centers save offshore wind? Maybe we go offshore before we go to space. https://t.co/QAJ2RJG6Od
Chevrolet is re‑launching flex‑fuel vehicles (FFVs) equipped with a 1.3‑liter engine, marking the first standard‑fit FFVs since 2026. The Renewable Fuels Association (RFA) highlights California’s dominant E85 market and urges other OEMs, including Toyota and Honda, to follow suit. Nationwide...
Clean Planet has moved from research validation to commercial rollout, securing a ¥1 billion grant from Tokyo’s Zero Emission program in April 2025 and a ¥500 million strategic equity round in January 2026. The company now promotes its QHe IKAROS heat module,...
My friend and renowned oil expert Javier Blas has it right. ONE OF THE COSTS OF THE NETANYAHU-TRUMP WAR ON IRAN = A GAS PRICE SURGE. https://t.co/cnsDUpCpbY
Gasoline prices... remember the March-April RBOB contract roll was +25 cents on its own https://t.co/WAOPFvCQdz
Schneider Electric released its 2025 extra‑financial results, closing the 2021‑2025 Schneider Sustainability Impact (SSI) program with an overall rating of 8.86 out of 10. The initiative delivered 862 million tonnes of avoided CO₂ emissions, a 56 % cut in supplier emissions, and...
Meanwhile, in the Mediterranean, a Russian LNG tankers exploded. I mean what other SHIP can happen?
We are nearing oil's most bullish time of year. $CL_F $USO $WTIC More from me on @stockcharts: https://t.co/2c4CuouCWe https://t.co/o1k2jBw7MM
ExxonMobil said its worldwide scale and diversified portfolio allow it to mitigate disruptions from the latest Middle East conflict. Senior vice president Jack Williams highlighted the company’s ability to shift feedstock and products using its trading arm and long‑term charter fleet....
Freight rates for medium‑range tankers loading on the US Gulf coast surged as traffic through the Strait of Hormuz nearly stopped, prompting buyers to scramble for alternative diesel supplies. Chevron’s Europe‑bound voyage hit Worldscale 365 ($72.39 per tonne), while ATMI’s Caribbean...
December 2026 Brent crude oil is down on the day. It will near top step by the Midterms. Higher or lower by then? My bias is lower https://t.co/bu6WD5MAw6
Is the oil market too complacent right now? New @axios piece explores the question. #OOTT #energy (1/2)
Scanifly has been appointed the official design platform for CertainTeed’s premium SunStyle solar roof systems. The new SunStyle Designer lets contractors create 3‑D layouts, generate real‑time production estimates, and export full installation reports across Scanifly’s remote and drone‑based environments. Automated...
Google has signed an electric service agreement with Minnesota Power to power its planned 700‑MW data center in Hermantown using 300 MW of wind generation and 400 MW of battery storage. The deal operates under Minnesota’s regulated rate structure, ensuring existing customers...
Rachel Reeves’s spring statement reaffirmed a commitment to fiscal discipline, citing OBR projections that borrowing will fall and fiscal headroom has increased. The editorial warns that the UK’s exposure to soaring oil and gas prices from the Gulf conflict could...
