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
RENA Technologies won a contract to deliver a 1.2 GW TOPCon wet‑chemical processing line for Celloraa Energy’s new solar‑cell factory in Gujarat, India. The equipment suite includes InEtchSide 4+, BatchPolyClean N600, BatchEtch N600 and BatchTex N600, and is designed to halve water consumption while eliminating hydrogen peroxide. Local support will be provided by International Marketing Corporation, and a joint MoU will explore next‑generation manufacturing such as IBC cells. Cell production is targeted for the end of fiscal 2026‑27.
Russia’s Arctic LNG shadow fleet continues to transit the Red Sea corridor despite heightened Middle‑East tensions, using the shortcut to reach Asian markets. At least seven ice‑class and conventional carriers have been tracked moving through the Bab el‑Mandeb and Suez...
Hedge funds significantly increased long positions in crude oil as tensions between Iran and Israel escalated, anticipating a potential supply shock. Data from the Commodity Futures Trading Commission shows a roughly 15% rise in net long exposure, equivalent to about...
Maharashtra State Electricity Distribution Company Limited (MSEDCL) announced a subsidised rooftop solar offering of ₹45,450 per kilowatt for BPL and EWS households consuming under 100 units monthly. Under the SMART scheme, beneficiaries receive a ₹30,000 subsidy via the PM Suryaghar...
The death of Iran’s supreme leader and subsequent missile exchanges have raised alarms about a possible Straits of Hormuz shutdown, which could cut 10‑20 million barrels per day from global supply. Analysts debate the price impact, with some warning that panic...
South Korea’s National Assembly approved amendments that dramatically reduce setback distances for renewable‑energy installations, shifting authority from local governments to the central government. The change comes amid a spate of high‑profile accidents, including a wind turbine collapse, a turbine‑blade fire,...
Iranian‑operated drones struck Saudi Aramco's Ras Tanura refinery on March 2, igniting a fire and prompting an immediate shutdown of the plant. The complex processes roughly 550,000 barrels of crude per day and serves as a key export terminal for the kingdom....
Saudi Arabia has reportedly shut down Ras Tanura, one of the world’s largest oil refineries, following an Iranian drone strike. This is not just a regional headline. Ras Tanura is a critical node in global energy supply. Any prolonged disruption could...
The Iranian conflict highlights another reason why Net Xero is critical. Ramping up renewables reduces our dependency on global fossil fuel markets. Pretty simple really. Petrol will become a luxury purchase
European natural‑gas futures surged up to 25% on March 2, marking the steepest rise since August 2023. The spike followed reports that tanker traffic through the Strait of Hormuz—responsible for roughly 20% of global LNG shipments—was largely halted amid escalating Middle‑East fighting....
LOGISTEED and REXEV have launched a joint demonstration to integrate electric trucks into LOGISTEED’s delivery fleet in Japan, applying REXEV’s energy‑management platform. The project targets three cost‑saving levers: peak‑demand charge reduction, schedule‑based charging aligned with market prices, and using idle...
🚨 IRAN WAR DAY 2 — MONDAY MARKET OPEN 🚨 Day 2 confirms the war is widening, not containing. ~48 Iranian officials confirmed dead including Khamenei. Iran is retaliating across the Gulf — hitting Dubai, Bahrain, Kuwait, Saudi Arabia and targeting...
Flow Power has purchased the shovel‑ready Dunedoo Energy Project in regional New South Wales, adding a 55 MW solar farm and a 60 MW battery energy storage system to its portfolio. The assets come with State Significant Development status and all necessary...
Lloyd’s Register has issued an Approval in Principle for a hybrid nuclear‑ready power concept co‑developed with Australian ship designer Seatransport. The design merges micro‑modular nuclear reactors (1.2‑2.6 MW) with diesel‑electric propulsion on 73‑metre and 90‑metre amphibious stern landing vessels. Recent sea...
Researchers unveiled a trilayer composite separator (PP|SC‑NCM|PP) that integrates single‑crystal NCM811, BP2000 carbon, and Li‑Nafion to boost lithium‑sulfur (Li‑S) battery performance. The design creates dedicated Li⁺ transport channels, buffers localized electrons, and catalyzes solid‑state redox reactions within sulfurized polyacrylonitrile (SPAN)...
The CFI.co briefing outlines ten technology breakthroughs that are reshaping the risk‑return landscape for energy and infrastructure investors. Record‑setting photovoltaic efficiencies, sodium‑ion and iron‑air storage, grid‑forming controls, enhanced geothermal, high‑temperature heat pumps, solid‑state batteries, larger offshore turbines, iridium‑light PEM electrolyzers,...
In 1996 FERC issued Order 888 and later Order 2000, prompting a split between regions that adopted organized wholesale markets and those that retained vertically integrated structures. Regions such as PJM, ISO‑NE, NYISO, MISO and CAISO built RTOs/ISOs, delivering billions in annual...
Advanced ultrasonic testing is overtaking radiographic methods for weld inspection in oil and gas, driven by safety, speed, and data demands. Technologies such as PAUT, TOFD, and the newer Plane Wave Imaging combined with Total Focusing Method deliver radiography‑grade image...
Amogy has unveiled a next‑generation ammonia‑cracking system that converts ammonia to hydrogen at lower temperatures and higher efficiency, enabling carbon‑free power generation for fuel cells and hydrogen engines. The technology is being piloted in Pohang, South Korea with a 1‑MW unit,...
Post‑combustion carbon capture for power is technically mature, yet projects stall due to integration complexity, financing structures, and risk allocation. While the Global CCS Institute reports 77 operating facilities and a pipeline targeting 337 Mtpa by 2030, only a dozen power‑generation...
Cross‑asset implied volatilities surged after U.S. and Israeli strikes on Iran, with oil 1‑month vol jumping 7 points and the skew inverting through the 6‑month curve – a pattern last seen during the 2022 Russia‑Ukraine war. Credit volatility also spiked,...
Nuclear power’s resurgence in the United States hinges on more than reactor designs; a fully domestic fuel cycle is essential for sustainable growth. The nation currently depends heavily on imported uranium, especially from Russia, prompting the 2024 Prohibiting Russian Uranium...
Escalating tensions in the Strait of Hormuz forced Indian LNG carriers to reroute, leaving only one of Petronet's three captive tankers able to unload at the Dahej terminal. The 138,000 m³ Disha is stalled at Ras Laffan, while Aseem diverted away...
Australia has installed over 252,000 home battery systems since July 2023, delivering 6,280 MWh of storage under the Small Scale Renewable Energy Scheme. The original target of 450,000 installations by June 2026 now looks unlikely, with projections revised to about 425,000...
India's power consumption rose 1.86% in February to 132.99 billion units, driven by milder temperatures that reduced heating appliance use. Peak demand increased slightly to 243.15 GW, still below the all‑time high of 250 GW recorded in May 2024. The Indian Meteorological Department...
Bernhard Capital Partners’ Jeff Jenkins highlights that regulated utilities are becoming a fertile source for mid‑market carve‑outs as the sector seeks capital for grid upgrades. Stable, predictable cash flows and strong credit profiles make these assets attractive to private‑equity firms...
Will Marder of Wilmington Trust examines how the past year reshaped capital flows toward the energy transition. He notes a marked acceleration in renewable and grid‑modernization investments, driven by policy support and heightened ESG focus. The firm anticipates continued diversification...
Squadron Energy, the renewables arm of Andrew Forrest’s Tattarang, has poured 35 of the 69 turbine foundations for the 414‑MW Uungala wind farm, moving the project past the halfway point. Once completed, Uungala will be the largest wind farm in...
Thoughts? The Iran war and oil crisis affect your money across four key areas: oil prices and inflation, stock market volatility, cryptocurrency movements, and overlooked opportunities in uranium and energy security stocks.
China’s latest energy data offers a signal worth paying attention to. In 2025, emissions from energy and industry fell by 0.3%, modest, but notable, even as total energy consumption rose by 3.5%. The key driver? A continued surge in solar...
Vitesse Energy Inc. reported Q4 2025 revenue of $4.4 billion, a $2.9 billion year‑over‑year increase, driven by a surge to 478 TBtu of LNG sales. Adjusted EBITDA rose 191% to $2.0 billion, while net income reached $1.1 billion despite higher interest costs and swap losses....
Fox ESS releases hybrid inverters for commercial PV #energysky -- via pv magazine global: https://t.co/xcqiFLBLQg
High-temp sodium-zinc batteries reveal causes of rapid capacity loss #energysky -- via pv magazine global: https://t.co/1uuo7rjkb1
China’s oil imports reached a record 11.55 million barrels per day in 2025, a 4.4% increase over the prior year, driven by aggressive stockpiling and expanded storage capacity. While the country continues to buy discounted Russian crude and benefits from Saudi...
On the opening of the Intercontinental Exchange Market in London, BRENT CRUDE SURGED. Since the close on Friday, it's up over 7%, trading at $78 / barrel. THE WINDS OF WAR = HIGHER OIL PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/H6nboenO4u
Oil has given back about half of the gap higher.. but where will it be tomorrow morning? CL, Brent +6% https://t.co/xc6c5bVP1V
Riot Platforms reported $647 million total revenue for FY 2025, a 72% jump driven largely by record Bitcoin mining earnings of $576.3 million. The company posted a $663 million net loss, primarily reflecting non‑cash depreciation, stock‑based compensation and Bitcoin mark‑to‑market adjustments. Management highlighted a...
StealthGas Inc reported a 12% year‑over‑year revenue decline in Q1 2025, primarily due to the roll‑off of a large industrial contract and a planned one‑week marine downtime. Aerospace revenues exploded 147%, raising the marine and aerospace share of total sales...
Kosmos Energy reported record‑near production in Q4 2025, driven by a 13% jump at Jubilee and a 60% increase at the Greater Tortue Ahmeyim (GTA) LNG project. Operating expenses fell almost 40% quarter‑on‑quarter while capital spending came in at $67 million,...
Core Scientific reported 350 MW of energized capacity, with roughly 200 MW already billing, surpassing the halfway point of its 590 MW CoreWeave contract. The company announced expansions at Dalton, Georgia (450 MW gross) and a new 265‑acre Hunt County, Texas site slated for...
Researchers reported that single‑atom indium dispersed on hafnia (HfO₂) dramatically improves CO₂ hydrogenation to methanol. The In/HfO₂ catalyst achieves up to twice the methanol space‑time yield of comparable In₂O₃‑based systems while maintaining >90% selectivity at 300 °C. Combined experimental measurements, operando...
Construction has begun on the Hunter‑Central Coast renewable energy zone (REZ), the first NSW project to upgrade existing network assets while adding new infrastructure. The upgrade will provide roughly 1 GW of hosting capacity and connect up to 1.8 GW of new...
Further to the prior post: A classic initial market reaction to this weekend’s eruption of military conflict in the Middle East: Oil has surged over 10%, the Dollar has strengthened, and Dow futures have opened down some 500 points. #economy #markets #oil...
Trivia: The first time I gave a talk that said clean energy was just going to win on cost, with hardly a mention of climate, was at a @Scaramucci SALT conference. I just figured hedge fund managers would care a...
It's always been the case that the way we win on climate is just to make clean energy the cheapest option. That trend has been clear for 15+ years. Now that crossover is happening. Policy still matters, but the most...
Construction begins on coal country renewable energy zone, state’s first to upgrade existing network #energysky -- via Renew Economy: https://t.co/QVh6PXe4kM https://t.co/AG69igRzQk
Not a terribly surprising open. Crude up 8%. SPooz off 1% and USTs up solidly bid but selling into best levels.
Brent crude oil +9% to $79 WTI crude oil +8% to $72 RBOB gasoline futures +5% to $2.42 https://t.co/Z7uoT3rHYZ
How airflow modifications in agrivoltaics affect crop yield, energy output #energysky -- via pv magazine global: https://t.co/IgahbosKJ6 https://t.co/mCFJfmuIGC
YARDENI: “.. in our short-war scenario, oil prices should fall in the coming weeks after a ceasefire .. boosting US consumer spending and benefiting global economies .. The weekend’s Middle East developments make us even more confident in our Roaring...
