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
The episode examines the surprising year‑to‑date rally in oil and gas equities, highlighting that despite a "risk‑off" environment, energy stocks are outpacing all S&P sectors. The host attributes this to improving momentum, stronger global manufacturing PMIs, a weaker U.S. dollar, and a recovering emerging‑market demand for oil, while noting that the sector’s beta has been falling, making it act more defensively. Charts illustrate the narrowing gap between energy and broader markets and the supportive global credit cycle. Overall, the discussion frames energy as a defensive play that benefits from both macro‑economic shifts and investor fatigue with mega‑tech allocations.
A Supply Scare Can Add Fuel to Brent Downtrend - What will end crude's downtrend may be a top commodity question of 2026. A supply scare that spikes prices might fuel more of the same -- US-led Western Hemisphere production...
First Gen Corporation will acquire a 40% equity stake in Prime Infrastructure Capital’s pumped‑storage portfolio for roughly 75 billion pesos ($1.34 bn). The deal covers the 600 MW Wawa project in Rizal and the 1.4 GW Ahunan (Pakil) project in Laguna, together delivering 2 GW...
Researchers used DFT‑MD simulations on supercomputers to investigate sodium‑ion behavior in hard‑carbon anodes for sodium‑ion batteries. They identified that sodium ions quickly transition from 2D adsorption to 3D quasi‑metallic clusters, with an optimal nanopore diameter of about 1.5 nm for stable...
A collaboration between McGill University, Mila‑Quebec, and Université de Montréal built a closed‑loop system that couples high‑throughput robotic synthesis with multi‑objective Bayesian optimization to explore roughly 14.2 million triple‑doped LiCoPO₄ cathode compositions. Using a set‑transformer surrogate and a multi‑task Gaussian process,...
Korea Institute of Science and Technology (KIST) scientists have engineered a single‑atom iridium catalyst anchored on a manganese‑nickel‑phytate layered double hydroxide that catalyzes both the hydrogen evolution reaction (HER) and oxygen evolution reaction (OER) on a single electrode. The design...
Delhi’s BSES Rajdhani Power Limited unveiled a Digital Twin of its power distribution network at the AI Impact Summit 2026. The AI‑driven platform creates a real‑time, map‑like view of the Janakpuri grid by fusing SCADA, GIS, IoT sensors, SAP and...
Waaree Energies announced a ₹8,175 crore investment to build India’s largest lithium‑ion battery gigafactory in Andhra Pradesh. The greenfield plant will have a 16 GWh annual capacity, covering cell production, battery packs and large‑scale energy storage systems, and is projected to generate...
Westfield, Massachusetts partnered with Siemens to retrofit 18 municipal and school buildings, avoiding demolition of historic structures. The $40 million program focused on replacing aging steam boilers, installing high‑efficiency HVAC, and deploying a city‑wide energy management system. Upgrades cost $14 million for...
Rail Baltica’s RB Rail AS has launched a market consultation ahead of an open procurement for independent technical review and validation of its electrification system design. The contract will support detailed design work in Latvia and Lithuania, ensuring compliance and...
Data center development in the United States is moving beyond the traditional urban corridors of Northern Virginia, Silicon Valley, and Chicago. Expanding power capacity, new long‑haul fiber routes, and aggressive state incentives are making rural states such as Pennsylvania, Louisiana,...
German solar tracker developer Sunoyster Systems has launched the G440, a 440‑watt TOPCon photovoltaic module that weighs just 12 kg and features a 2 mm tempered‑glass cover. The panel delivers 22.2 % efficiency using 108 half‑cut monocrystalline cells and can be glued directly...
In this episode, YJ Lee, founder of the Arcane Green Metal Fund, explains why the July 2024 lithium price dip was a prime buying window and projects a conservative 4.6 Mt lithium demand by 2030, driven by a 33% annual growth...
Lithuania’s railway electrification will rise from 8% to 28% by year‑end, driven by the Vilnius‑Klaipėda line upgrade and the introduction of the Baltic region’s first battery‑train charging station. CEO Vytis Žalimas highlighted that Rail Baltica will push electrification to 38%,...
Saudi Arabia’s Energy Ministry announced the pre‑qualification of eight standalone firms and seven consortia to design, build, own and operate natural‑gas transmission grids in five key industrial cities. The BOO scheme targets Al‑Kharj, Sudair, and three Jeddah industrial zones, with...
Vietnam aims to host one million electric vehicles by 2030, rising to 3.5 million by 2040, creating a clear need for 100,000‑350,000 public chargers. The paper argues that a shift from a single‑operator, brand‑specific network to an open, interoperable ecosystem will...
Tesla has secured a Federal Communications Commission waiver allowing its Cybercab to use Ultra‑Wideband (UWB) radio for outdoor wireless charging pads. The autonomous taxi will pair a UWB transceiver on the vehicle with a ground‑level pad, after an initial Bluetooth...
Adani Power Limited has created a wholly‑owned subsidiary, Adani Atomic Energy Limited, to enter India’s nuclear power generation market. The move follows the Indian government’s SHANTI Bill, which relaxes licensing and permits controlled private participation in nuclear projects. The new...
The Petroleum and Natural Gas Senior Staff Association of Nigeria (PENGASSAN) warned that President Bola Tinubu’s February 18 executive order, which channels oil and gas revenues directly into the federation account, undermines the financial autonomy granted to NNPC Limited under the...
In this episode Mark Longo and Scott Bauer break down three hot market themes: the surge in equity put spreads, especially the massive S&P 500 March 6600/6500 vertical and rising Russell 2000 volatility; the pivotal moment for WTI crude, where geopolitical factors...
Utilities are moving beyond pilot‑scale drone programs to enterprise‑level unmanned aircraft systems (UAS) that can inspect transmission lines, manage vegetation, and support emergency response. The core question now is whether to invest in larger UAS—platforms over 55 lb that operate outside...
The STRUCTURAL CONDITIONS are right for a multi-year bull energy market, says @ericnuttall That doesn't mean it's started or that it will be a straight line back to $90-$100 oil prices. Prices will remain volatile, cyclical, and politically distorted — even...
Australia’s largest publicly owned wind farm, the 436.5 MW Tarong West project, has secured federal environmental approval under the EPBC Act. Fully owned by Queensland‑government generator Stanwell Corp after a $776 million state commitment, the scheme will feature 97 Vestas turbines across...
When you see that a new solar and wind project is said to “power” some large number of homes or factories or data centers—know that the solar and wind are “powering” nothing by themselves, since they are entirely dependent on...
Beware of the "bull-run narrative" @Matalasdavid Oil's a risk asset unlike value commodities. It's unlikely to have a super-cycle trajectory. 👇 https://t.co/7PUYBWe4PR As economic growth slows, oil will slow. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
GridBeyond CEO Michael Phelan explains how AI‑driven orchestration of industrial loads and data‑centre consumption, combined with battery storage, can reveal gigawatts of hidden flexibility for Australia’s power grid. The podcast outlines the technical mechanisms that enable real‑time demand shaping and...
U.S. ELECTRIC VEHICLE charging ports increased by more than 24,000 (10%) in 2025. More than half of the new ports were direct current fast-charging ports, which increased by more than 13,000 (25%): https://t.co/zEkOinhmj8
10 years ago I worked with Polish colleagues to phase out coal heating. Clean heating policies worked – Poland’s air is cleaner today. Clear rules and support for households cut pollution and saved thousands of lives. https://t.co/qiuzuJE4dD https://t.co/HL0kLyy8KG
Shares of Indian upstream explorers jumped as Brent crude breached $71 per barrel amid renewed US‑Iran tensions and temporary Strait of Hormuz closures. Oil India rose 5.2% and ONGC gained 3.6%, while downstream marketers HPCL and BPCL slipped nearly 5%...
Trump’s $33 billion deal with Japan to build the largest US power project in Ohio is short on details ⚠️ It hasnt secured binding investments ⚠️ Still needs to lock in equipment suppliers ⚠️And was a surprise to the state’s regulator and...
“I think it's wonderful that we have finally established that $50 billion worth of batteries is cheaper than the $550 billion that the utilities want to spend between now and 2029 to accommodate all this load growth their way. https://t.co/FcKGc92e47 https://t.co/iSfDd2ORyj
PPL Corp reported fourth‑quarter 2025 earnings with ongoing EPS of $1.81 per share, a 7.1% year‑over‑year increase that hit the midpoint of its guidance. The utility raised its quarterly dividend to $0.285 and reaffirmed a 4‑6% dividend growth target while...
U.S. Natural Gas in Post-Vortex Price Discovery: Spot Prices Below Marginal Cost $3.27 spot price was at least $1.80 less on the red curve & $0.90 less on the orange curve #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/OIY9qxNzmU
In our first episode of @EnergyEmpirePod, my friend @Phil_Radford joins us to recount great stories from the start of SunEdison. In this one we talk about our friend Robert who overheard our conversations about solar... https://t.co/95xM6cO6u1
Oil States International reported fourth‑quarter 2025 revenue of $178 million, up 8% sequentially and year‑over‑year, as offshore and international operations drove growth. Adjusted consolidated EBITDA rose 9% to $23 million, hitting the top of management’s guidance range. Cash flow from operations surged...
For $33B he could have solved the entire PJM capacity auction challenge with demand flexibility through 2029, but sure overpay for a gas plant that won’t run more than 20% of the year…
Australia’s NSW directs ASL to deliver firming tender for 2033-34 capacity shortfall #energysky -- via Energy Storage News: https://t.co/quhWxiedz6
Incat Crowther, together with SWITCH Maritime, is advancing a 28‑metre hydrogen fuel‑cell electric ferry for New York waters. The vessel will carry 150 passengers at 25 knots, powered by 720 kg of compressed hydrogen, delivering a full‑day range without shore‑side charging. Backed...
How solar and batteries help keep lights on during Texas winter storms #energysky -- via Canary Media: https://t.co/5axxvNAZbV
The impact of land slope on agrivoltaics feasibility #energysky -- via pv magazine global: https://t.co/1dyekySen9 https://t.co/mWobgzJS84
The episode breaks down the sudden 9‑million‑barrel drop in U.S. crude inventories—the steepest decline in five months—driven by a powerful storm that disrupted refinery operations and boosted demand for heating fuel. Analysts explain how the draw reshapes the supply‑demand balance,...
AI + energy: the monster child of Origin and Facebook? Or a smart, decentralised grid? #energysky -- via Renew Economy: https://t.co/McuXZpgKBG https://t.co/ocHZceR4p4
With electric grids across the country already under strain, Big Tech is racing to build and deploy power generation capacity that’s independent of the grid. Indeed, the push for behind-the-meter (BTM) generation was a major theme of the PowerGen conference...
U.S. LNG exports are set to climb from 15 Bcf/d last year to 18.1 Bcf/d by 2027, driving record natural‑gas production. The surge in feed‑gas demand and AI‑powered data‑center growth is tightening domestic supply, pushing residential and wholesale electricity prices higher. While...
ProEnergy Supply, OpenSolar partner on distributor inventory platform #energysky -- via Solar Power World: https://t.co/nIVR6ZGZhz
Even though solar and wind theoretically have value as intermittent fuel-savers, the hundreds of billions spent on them in the US so far have mostly amounted to burning other people’s money and have created no economic value whatsoever.
I’ve been seeking out more non-partisan forums to share my views. Here's a non-partisan podcast I went on recently to give an overview of what I think good energy policy looks like. https://t.co/D2c1X4Z1Jj
Transmission “legacy:” State launches $50m CopperString community benefits fund #energysky -- via Renew Economy: https://t.co/weTwWmtyUm https://t.co/D29AYgcZJx
$SPX is still stuck between 6800 and 7000. But under the surface, $DE exploded higher on earnings, $CVX and $COP broke out with crude oil, and $COIN is showing amplified volatility vs #Bitcoin. Here’s what I’m watching next: https://t.co/bQnwyKMJeh https://t.co/v7DLLL1mYC
Will Virtual Power Plants Ever Really Be a Thing? #energysky -- via Heatmap News https://t.co/dcAFkIKHrx https://t.co/KJjvjkI94m
