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
California aims to install six million heat pumps in homes by 2030 as part of its aggressive decarbonization agenda. While heat pumps offer higher efficiency and can replace gas furnaces, the state’s soaring residential electricity rates often erode expected bill savings. A Harvard study shows that cost‑effectiveness varies widely across counties, with larger, colder homes facing higher operating costs. Policymakers are pushing streamlined permitting and rebate programs to bridge the affordability gap.
Eastern Pacific Shipping (EPS) has placed two additional 306,000 dwt VLCC orders with China’s Hengli Shipbuilding, expanding its fleet to ten VLCCs at the yard. The vessels are part of a five‑ship order slated for delivery in 2029‑2030, completing a broader...
Middle Eastern oil powerhouses, led by the UAE and Saudi Arabia, are accelerating multibillion‑dollar clean‑energy programs that span solar, wind, nuclear, and green‑hydrogen. The region’s renewable capacity is set to surge, with solar projected to grow ten‑fold and nuclear output...
Japan’s largest maritime shipping conglomerate announced that the Iranian Navy has officially barred all vessels from transiting the Strait of Hormuz. The ban specifically targets energy cargoes, including crude oil and liquefied natural gas, effectively shutting the narrow waterway to...
Hungarian startup Edortech announced its patented tin‑anode system, ONLi, ready for scale‑up after a decade of research. Independent audits show the anode can deliver up to 70 % higher energy density and 1.8 times the capacity of conventional graphite or Si‑C anodes...
Geopolitical tensions in the Middle East are prompting concerns about rising energy costs for Indian firms, especially those in energy‑intensive sectors. While the overall share of power and fuel expenses in corporate cost structures has softened to about 4.3% in...
Why are European countries just now standing up to Russia's oil revenue and shadow fleet after the war just crossed its 4 year anniversary? What has changed? Has the US done more to help Ukraine in the last year than...
The Strait of Hormuz, a vital oil conduit, has seen trade reduced to a trickle after a wave of escalatory attacks. U.S. and Israeli strikes on Iranian targets, followed by Iranian reprisals triggered by the reported assassination of Supreme Leader...
US-Israel Invasion of Iran May Cap Crude and Gold - Gold and crude oil may show signs of peaking if the conflict is quick and infrastructure isn't impaired. Both were up about 20% in 2026 before Feb. 28. If typical swift...
🚨 UPDATE: On February 2nd I told you to buy OIH and XLE. Since then: OIH: +14% XLE: +10% Crude oil: 7-month highs And in my opinion, we’re just getting started. Here’s why I’m not selling yet:
Japan announced a $36 billion investment in the United States as the first phase of a broader $550 billion partnership, with most of the capital earmarked for a 9.2‑gigawatt natural‑gas‑fired power plant in Ohio. The project aims to address rising electricity demand...
Nickel Asia Corp (NAC) posted a 312% jump in net income to ₱6.27 billion, driven by record nickel ore prices and a 56% rise in EBITDA. The company announced three new wholly‑owned subsidiaries to support a geothermal holding entity, a shared‑services...
The outbreak of armed conflict in Iran has immediately curtailed the country’s oil and gas output, with crude production dropping roughly 15% and gas processing operating at about half capacity. Export pipelines and terminal facilities have been forced to suspend...
Two different worlds entirely. With the Strait of Hormuz shut down, oil producers closing production and oil tanker insurance companies ceasing coverage in the middle east: Person with no solar & no EV: Congrats, your gas expense may soon double, your...
U.S. officials are negotiating a nuclear cooperation agreement with Saudi Arabia that could permit the kingdom to develop uranium enrichment capabilities. Congressional documents and the Arms Control Association warn the deal may create a pathway to a Saudi weapons program,...
In this urgent episode of Reuters Morning Bid, hosts Carmel Crimmins and Amanda Cooper dissect the fallout from a wave of US and Israeli strikes that killed Iran’s supreme leader, sparking Iranian drone and missile retaliation. They highlight the immediate...
Bunker traders in Fujairah, the Middle East’s largest marine fuels hub, are preparing for a sharp decline in demand after heightened Gulf tensions and unverified warnings of a Strait of Hormuz closure. Recent missile strikes near Fujairah and Jebel Ali have...
The Maharashtra state government announced a ₹1,100 crore investment to upgrade Pune district’s power infrastructure, with ₹450 crore dedicated to the rapidly growing Pimpri Chinchwad area. The funding, part of the Revamped Distribution Sector Scheme, aims to address frequent outages, power theft, and...
Following US and Israeli airstrikes on Iran and the death of Supreme Leader Ayatollah Khamenei, crude oil prices surged, with WTI at $67.29 and Brent at $72.87. Barclays raised its Brent forecast to $100 per barrel, citing heightened supply‑disruption risk...
Major oil majors and leading trading houses have suspended crude and fuel shipments through the Strait of Hormuz as the Iran‑Israel‑US conflict escalates. Israel launched a pre‑emptive strike on Iran, followed by U.S. air and naval attacks, prompting heightened security...
The Atomic Energy Regulatory Board (AERB) granted permission for the First Pour of Concrete (FPC) on February 24, marking the start of construction for Kaiga Nuclear Power Plant units 5 and 6. Both units are 700 MWe pressurised heavy‑water reactors (PHWR) using an indigenous...
Australia’s energy sector saw a wave of senior appointments in early 2026, with CEOs installed at FRV Australia, Pilot Energy, Boundless Earth, Janus Electric, Endeavour Energy and several others. The Australian Energy Market Operator added two non‑executive directors and nominated...
Tesla Sweden has appealed to regulators after Jämtkraft elnät refused to reconnect its Åre Supercharger, citing ongoing union sympathy actions. The charger was temporarily shut down in April 2025 for safety after a construction power cabinet fell, and the safety...
India’s Andaman Basin is seeing a major push in oil exploration after 63.5% of the 600,000‑sq‑km no‑go zone was cleared for drilling, a move Lieutenant Governor Admiral D.K. Joshi says could help lift the country from its current $4 trillion GDP...
Andhra Pradesh’s government has approved the off‑take of 300 MW of solar power from Adani Green Energy under the 2021 power supply agreement, after a 15‑month pause caused by U.S. bribery allegations. The approval comes with a rider that the state...
🚨 IRAN WAR UPDATE — MARCH 1, 2026 🚨 Khamenei is confirmed dead by Iranian state media. But the bigger story: the IRGC has formally closed the Strait of Hormuz. Shipping firms are instructing vessels to shelter in place. About 20%...
Iran’s Supreme Leader Ayatollah Ali Khamenei has been eliminated, sparking a regional power vacuum and heightened political uncertainty. The Strait of Hormuz is operating at reduced capacity, causing semi‑shutdown conditions that disrupt global oil shipments. Market participants are closely watching...
The article outlines an emerging "Energy Singularity" where AI, quantum computing, and decentralized grids converge to reshape global energy by 2035. AI-driven predictive management promises up to 40% consumption cuts and real‑time outage prevention. Quantum computers are expected to unlock...
https://t.co/U4SkF1hAbc @UBS boosting its copper price target is just the latest confirmation of what we’ve been warning about for years: the world is flying head-first into a structural copper shortage. A projected $15,000/tonne copper price by 2027… and a half-million-tonne supply deficit...
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...
GS: Taking Into Account Estimated Weekend Market Pricing, We Estimate a Risk Premium of Around $18/bbl on the March 1st Oil Market Open https://t.co/vtpc8AfijE
The redefined role of steel in solar energy projects #energysky -- via pv magazine global: https://t.co/1rSfmuEAf3
IG pricing US Crude up around $10 to $77.26 Gold up around $111 to $5,385 EURUSD down 64 pips to 1.1751 Strap in. This is going to be a wild open.
Big battery sent to independent regulator by far-flung, anonymous objectors #energysky -- via Renew Economy: https://t.co/ufCyhnE8bZ https://t.co/iFqExlpy6S
Kalshi prediction markets currently see a 95% likelihood that U.S. crude oil hits at least $73 per barrel or more tomorrow. U.S. crude closed at $67.02 per barrel on Friday https://t.co/CKqpj0YQcp
A sharp oil spike to those levels would likely result in a one-variable stock market like we initially saw during the 1990’s Persian Gulf War. Stocks under pressure until oil prices come back down. https://t.co/8DQZhDYXqo
I've just got back to London from a whirlwind few days in Ottawa, as guest of the Canadian Climate Institute. I penned a few thoughts on what I learned. https://t.co/FrCsgfG4E3
The Strait of Hormuz may be open according to the Iranian government, but the IRGC seems to have different machinations. https://t.co/cvL7jYvGoa
Home batteries reshape Australia’s national electricity market #energysky -- via pv magazine global: https://t.co/fiHsRFXODW https://t.co/R6laEgqPbB
The ROI of Scale: Computational Costs vs. Asset Lifecycles - For AI engineers working in sectors like rail, utilities, and energy, the primary challenge has shifted from “Can we build it?” to “Can we afford to scale it?” https://t.co/SjIN9Uk9eF
Solar LCOE to fall 30% by 2035, says BloombergNEF #energysky -- via pv magazine global: https://t.co/3AQL0ZML68
IRAN WAR will test the vulnerability of oil markets - I got to write some thoughts in the Financial Times: https://t.co/L7TKTXxT7U
Cleaver-Brooks unvelis air-to-water heat pump for hydronic heating #energysky -- via pv magazine global: https://t.co/VV7wnodgyp
When markets open tonight, oil prices will spike, which will help oil exporters and hurt oil importers. In Q1 '22, oil prices spiked almost 40%. Single biggest beneficiary - by far - was Brazil's Real, which rose 20%. Turkish Lira...
Thinking ahead... does this push China to further speed up the adoption of renewables + batteries and make it even more reluctant to wind down coal. The Iran war is an object lesson in a) American power (which shale has...
Deloitte urges India to align renewables with AI data growth #energysky -- via pv magazine global: https://t.co/6nfeZlOszP
Looks like the Liberian-flagged Aframax 74k deadweight ton ceude oil tanker Capetan Andreas is sailing outbound through the Strait of Hormuz. https://t.co/G0jdY5284V
Amorphous silicon-silicon tandem solar cell achieves 12.3% efficiency via new honeycomb-shaped micro-structures #energysky -- via pv magazine global: https://t.co/b8codDfUei
Nextpower to supply steel frames for JinkoSolar’s Florida factory #energysky -- via pv magazine global: https://t.co/aFKhKfYdkM
How Trump’s War Could Destabilize the Global Energy Market #energysky -- via Heatmap News https://t.co/5Rh1Ysyc2w https://t.co/XMEM6rLIOY
