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:
Maurel & Prom (M&P) is lobbying Venezuelan authorities to regain access to its Urdaneta Oeste oil field after being omitted from the government’s initial roster of approved foreign operators. The Paris‑listed firm argues that the field, capable of delivering several thousand barrels per day, remains underutilized due to the regulatory hurdle. M&P’s request arrives amid a broader reassessment of sanctions and foreign participation in Venezuela’s upstream sector. A swift approval could restore production and improve the company’s earnings outlook.
India’s PM Surya Ghar rooftop solar scheme, launched in February 2024 with up to 40% subsidies, has installed only 2.36 million panels, far short of the 4 million target for March. Loan approvals are delayed or rejected for roughly 60% of applications, and many...
TotalEnergies and Oman’s state‑run OQ Exploration and Production are evaluating a second liquefaction train for the Marsa LNG project, which is currently under construction. The additional train would significantly raise the plant’s export capacity, positioning the facility as a major...
Nigeria’s Dangote Refinery reached full 650,000 bpd capacity in January 2026, processing a record 40.1 million litres of crude per day and supplying 57 % of the nation’s fuel. Domestic output now provides 62 % of premium motor spirit, overtaking imports for the first...
Last Week, This Morning with MC Breadner and Markham Hislop 1 Crypto-currency Meltdown 2 Geothermal is the Future of Electricity 3 Electrification Necessary for CDN Mining to Compete Against China 4 Canada Reaches Only 50% of Climate Target by 2030 https://youtu.be/WIdAWM6plT0
European biodiesel trading on Argus Open Markets surged to its strongest January level in two years, driven by the EU’s revised Renewable Energy Directive (RED III) and Germany’s new rule eliminating carry‑over of surplus GHG certificates. The stricter mandates, which require...
Can you spot these misconceptions around wind power? Take our quiz @washingtonpost https://www.washingtonpost.com/opinions/interactive/2026/wind-power-renewables-us-energy-mix-quiz/ by Keith Moore
A new study by the University of Surrey and Tsinghua University shows AI‑driven sleep modes, intelligent hardware, and reconfigurable intelligent surfaces can dramatically reduce 5G network emissions. The research demonstrates that granular sleep states and “cluster zooming” in cell‑free massive...
EU's climate policymaking continues. "Governments will be required to ensure that 25% of steel used under public procurement and subsidy programs is low-carbon. The bloc will apply similar rules for aluminum and cement." https://www.bloomberg.com/news/articles/2026-02-16/eu-will-pitch-green-steel-as-key-pillar-of-industrial-revival
Chevron is aggressively expanding its Venezuelan heavy‑crude production to feed its complex Gulf Coast refineries, which are optimized for dense, sulfur‑rich oil. Global supplies of such crude have tightened as Mexican exports fall, Russian barrels are sanctioned, and Canadian logistics...
Niger's military government moved roughly 1,000 tonnes of uranium concentrate, known as yellowcake, to Air Base 101 near Niamey after seizing the Orano‑run mine. The stockpile remains unsold, with potential buyers from Russia, China, the United States and the UAE...
Researchers at EPFL have coated silicon‑nitride nanopores with lipid‑bilayer lubricants, creating a thin hydration layer that dramatically reduces ion friction. This "hydration lubrication" enables ions to slip through the nanofluidic channels at unprecedented speeds while preserving selectivity. In tests mimicking...
Clean cooking is a key climate solution. A company that raised $300 million and was reliant on carbon offset sales for its business model to work has gone bust. Lots of lessons for developing countries and offset sellers. https://www.bloomberg.com/news/articles/2026-02-16/clean-cooking-company-s-collapse-touches-world-bank-and-beyond
Rising silver prices, now 187 % above early‑2025 levels, are pressuring solar manufacturers as silver paste can account for up to 30 % of cell costs. Heraeus forecasts a decline in photovoltaic silver demand despite stable global installations, citing ongoing substitution efforts....
Octopus Energy is committing just under $1 billion to California’s clean‑tech sector through its Octopus Energy Generation arm. The capital will fund two carbon‑removal firms focused on grassland restoration and reforestation, and acquire a solar‑plus‑battery project slated to operate by July...
China’s Ministry of Ecology and Environment has extended mandatory carbon‑reporting to petrochemicals, chemicals, flat glass, copper smelting, papermaking and civil aviation, laying groundwork for future ETS inclusion. The national emissions trading system already covers power, steel, cement and aluminum—about 60‑65%...
The 14th Solaire Expo Maroc in Casablanca highlighted Morocco’s push toward an integrated renewable ecosystem, featuring electric‑vehicle pavilions and a strong Chinese presence in solar equipment. Local distributors reported a dynamic market with rising prices after China ended VAT rebates,...
EBW Analytics warned that U.S. natural‑gas demand could weaken heading into the President’s Day weekend, after the front‑month NYMEX contract briefly spiked to $3.316 per MMBtu before retreating. A recent EIA report showed a 249 billion‑cubic‑foot draw, leaving storage 97 bcf below...
AM Group, the green‑energy conglomerate behind AM Green, announced a $25 billion investment to build a 1‑gigawatt high‑performance compute hub powered entirely by renewable energy. The first two phases – 150 MW and 200 MW – will be sited in Uttar Pradesh, with 350 MW...
French startup PvPilot has launched a fourth‑generation home energy management system (HEMS) that claims universal compatibility with all major solar inverters, batteries and EV chargers. The solution, delivered via a USB‑connected relay device, measures real‑time generation and demand to orchestrate...
A new MIT Humanitarian Supply Chain Lab thesis analyzes fuel distribution vulnerabilities in the New Madrid Seismic Zone (NMSZ), identifying Memphis and nearby terminals as critical bottlenecks for emergency response. Using Operational Flow Capacity (OFC) modeling, the study quantifies baseline...
San Diego‑based NeoVolta has raised roughly US$23 million to fund a joint‑venture battery‑energy‑storage system (BESS) plant in Georgia. The financing, split between a private placement and working‑capital contributions, backs the first US$7 million milestone of a three‑phase capital plan. The facility will...
Oil investors bullish on proliferating supply threats Investors are increasingly bullish about the outlook for oil prices as potential risks to production and tanker traffic multiply - including threats of U.S. military action against Iran and stricter sanctions enforcement. Hedge funds and...
The UK recorded its strongest year for grid‑scale battery‑energy‑storage‑system (BESS) deployments in 2025, adding 4 GWh to reach a cumulative 12.9 GWh – a 30% year‑on‑year increase. Most of the new capacity came from large projects over 50 MW, reflecting a shift toward...
Nuclear power is poised to transform U.S. deep‑space and lunar missions, with NASA targeting a nuclear propulsion test by 2028 and a surface fission reactor on the Moon by 2030. While reactor designs and fuel supplies are mature, the real...
India’s renewable capacity now exceeds 520 GW, including about 35 GW of distributed generation, and officials say artificial intelligence will be pivotal in lowering consumer power costs. Joint Secretary JVN Subramanyam highlighted AI as a game‑changer for distributed renewables at the AI...
India’s chemical industry faces a structural shift as it seeks to move up the value chain by reducing reliance on imported feedstocks. Ramya Bharathram of Thirumalai Chemicals emphasizes refinery‑petrochemical integration, flexible cracker designs, and transparent, index‑linked pricing as keys to...
![Operation Windlord Cargo Load [Image 6 of 7]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://d1ldvf68ux039x.cloudfront.net/thumbs/photos/2602/9523289/250w_q95.jpg)
U.S. Air Force airmen from the 452nd Logistics Readiness Squadron Aerial Port Flight loaded a next‑generation nuclear reactor onto a C‑17 Globemaster III for Operation Windlord on 15 Feb 2026. The load was coordinated with the 15th Airlift Squadron and the 62nd Airlift Wing,...
![Operation Windlord Cargo Load [Image 1 of 7]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://d1ldvf68ux039x.cloudfront.net/thumbs/photos/2602/9523288/250w_q95.jpg)
U.S. Air Force airmen from the 452nd Logistics Readiness Squadron loaded a next‑generation nuclear reactor onto a C‑17 Globemaster III for Operation Windlord on Feb. 15, 2026. The aircraft, coordinated with the 15th Airlift Squadron and the 62nd Airlift Wing, flew the reactor from...
North America’s weekly rig count slipped by six to 773, with the U.S. remaining steady at 551 rigs and Canada falling to 222. In the United States, oil rigs decreased by three while gas rigs rose by three, shifting the...
India’s sugar and ethanol sectors remain outside the India‑US trade talks, with ISMA Director General Deepak Ballani confirming that ethanol is explicitly excluded and sugar export quotas have been modestly raised to 20 LT for 2025‑26. He warns that the limited quota‑based...
Morgan Stanley predicts a 100GW power surge in Asia from AI & data centers, by 2030 - with electricity use from data centers expected to quadruple between now and 2030, a 23% annual growth rate If governments try to feed this...
Enso Group has evolved from an Austrian hydropower asset manager into a "system orchestrator" that integrates technology, finance, regulation and governance to create investment‑ready renewable energy ecosystems. Its portfolio blends solar, wind, long‑duration storage, hydrogen and pumped‑hydro to deliver stable,...
CS Energy, Queensland’s state‑owned generator, has incorporated fly ash from the Callide coal plant into the concrete for the new 80‑metre Yellow Creek Bridge. The bridge will carry turbine components weighing over 100 tonnes to the 285 MW Lotus Creek Wind Farm,...
Eaglestone Management’s leadership team combines deep project‑finance banking experience with hands‑on infrastructure execution. CEO Pedro Neto brings over 30 years and involvement in more than €50 billion of global projects across energy, transport and concessions. Managing Partner Nuno Gil adds 25...
The episode examines a surge in sanctions enforcement, highlighted by the US boarding the sanctioned tanker Veronica III, and Iran’s surprising proposal for joint US investments in oil, mining and aircraft. It also covers Hungary’s request to use the Adriatic...
Delhivery has partnered with electric‑mobility startup Ridev to roll out 150 high‑performance electric vehicles for last‑mile delivery across Delhi‑NCR, Bengaluru and Hyderabad. A pilot in those cities showed a 4,260 kg reduction in CO₂ emissions and more than a 50 percent drop...
Vietnam has enacted Circular No. 62/2025/TT‑BCT, establishing a two‑part tariff that pays battery energy storage systems (BESS) for both capacity availability and energy delivery. The new framework shifts storage from an output‑only compensation model to a dual‑revenue structure, mirroring practices in...
Indonesia’s Energy and Mineral Resources Minister Bahlil Lahadalia warned that 301 explored oil‑and‑gas areas remain idle and could have their licences revoked if operators do not commence production. He cited the long‑stalled Masela Block, managed by Japan’s Inpex, which only...
U.S. GAS futures prices have retreated to the lowest for almost four months after spiking during Winter Storm Fern. Front-month futures have fallen back to just $3 per million British thermal units (the lowest since mid-October). The front month has...
The International Energy Week (IEW) in London highlighted the clash between geopolitics and a projected global oil surplus for 2026. SEB commodities analyst Bjarne Schieldrop warned that OPEC+ will likely trim production by roughly three million barrels per day to...
We tend to think of batteries as the ones in our phones. But the real shift is happening at grid scale. Utility-scale “mega batteries” now have hundreds of millions of times the capacity of smartphone battery. Costs down ~40% since 2024 Capacity in...
Heating is a larger global energy use than cooling. But the cooling burden falls disproportionately on the world's poor.
Solaris Energy Infrastructure announced a long‑term equipment‑rental agreement to provide more than 500 MW of power‑generation capacity to Hatchbo, an AI‑focused data‑center operator. The rental term begins on January 1 2027 and runs for ten years, with an option to extend for an...
AOC to Shell: “I’m willing to hold you accountable for lying about climate change for 30 years when you secretly knew the entire time that fossil fuels emissions would destroy our planet.” Is this the destruction she is talking about? https://t.co/ep3Xep3YHE
Why @IEA and @OPECSecretariat are split on what comes next for oil - and what it means for strategy this year https://t.co/FUAD5TlcG4 @TheNationalNews
China’s independent refiners boosted Russian oil imports to a record roughly 2.08 million barrels per day in February, overtaking the 1.7 million bpd seen in January. The surge follows India’s sharp cutback to about 1.16 million bpd, leaving China as Moscow’s top seaborne...
AI applications have the capacity to revolutionise the way we produce & consume energy Today AI is helping power utilities optimise operations like equipment maintenance & replacements, as well improving fault prevention & detection More 👉 https://t.co/j1qWzqgCEL @IEA #AI #IoT #5G #MWC26
In #Zambia, @SEforALLorg in partnership with @RockefellerFdn, @EnergyAlliance and🇿🇲 are implementing a first-of-its-kind initiative in #Africa to boost productive energy access, driving electrification through distributed #renewableenergy investments. 🔗https://t.co/J4ZNT0mD8X https://t.co/jlCFsPaQAp
“Brent drops to $60 if Iran tension fades,” says SEB’s Bjarne Schieldrop. Sure — until the next mini-shock. That’s the point: this isn’t anomaly anymore It’s the baseline. Oil trades on recurring tail risk at the margin. https://t.co/qqfYS0QUG9 #oil #Brent #OPEC #Iran #geopolitics...
