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:
GENERAL HVAC Solutions America introduced two new multi‑zone heat‑pump models, the AIRSTAGE Aquila and Aquila XLTH, expanding its H‑Series R‑32 lineup. The Aquila delivers up to 23 SEER2, 10.5 HSPF2 and heats to 5 °F, while the XLTH reaches 23.5 SEER2, 11.5 HSPF2 and operates down to –15 °F. Both units support multiple indoor configurations, feature inverter‑driven compressors, and carry Energy Star Cold Climate certifications. A seven‑year compressor warranty can extend to twelve years with online registration and qualified installers.
Natural‑gas futures surged early Thursday after the Energy Information Administration reported a 249 Bcf net withdrawal for the week ending Feb. 6, marking a second consecutive week of above‑average draws. The data lifted front‑month prices as traders priced in tighter supplies, but...
TotalEnergies announced that Mexico’s Energía Costa Azul LNG terminal is expected to enter service later this year, adding a new export hub on the Pacific coast. The company projects a total LNG output of 44 Mt per year from its combined...
AGL Energy has begun charging and discharging its first gigawatt‑scale battery, the 500 MW/1,000 MWh Liddell project located beside the de‑commissioned Liddell coal plant. The battery will be commissioned in two 250 MW/500 MWh stages, with the first expected within two months and the...
Natural gas cash prices showed regional divergence on Thursday, with the Henry Hub benchmark rising to $3.425 per MMBtu, up 18 cents, while the NGI Spot Gas National Average slipped 2 cents to $2.955 per MMBtu. The overall market trend...
Vista Energy reported a 57% jump in proved and probable reserves to 588 MMboe at the end of 2025, driven largely by the acquisition of Petronas assets. The reserve replacement ratio surged to 605% overall and 260% on a organic basis....
U.S. natural‑gas forward prices slipped again this week as the market eases from the January cold snap. Prompt‑month contracts fell 26.7 cents, while regional basis spreads showed mixed movement. SoCal Citygate basis peaked near $1.90/MMBtu for 2028 deliveries, whereas Malin remained...
Canadian oilfield services firm Ensign Energy Services is currently the sole operator of drilling rigs in Venezuela, maintaining two rigs in the Orinoco heavy‑oil region after two decades of continuous presence. A recent Trump administration general licence has opened the...
Electricity rates surged 6.9% in 2025, more than double the 2.9% inflation rate, driven largely by AI‑powered data centers. Goldman Sachs warns that data centers will account for 40% of electricity‑demand growth, keeping prices elevated through the decade. Households face...
The episode reviews recent Reuters reports on coal outlooks for China and India, highlighting projections from the China Coal Transportation and Distribution Association and a NITI Aayog study. In China, output is expected to edge up modestly in 2026 while...
The International Energy Agency (IEA) lowered its 2026 global oil demand growth forecast to 850,000 barrels per day, down from a previous estimate amid heightened economic uncertainty and rising crude prices. Demand gains will come entirely from non‑OECD economies, with...
Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday, so I’m also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every...
Switzerland’s Paléo Festival Nyon has become the first outdoor music event in the country to operate its own solar farm. The 470‑square‑metre installation, featuring 261 photovoltaic panels, will generate roughly 100,000 kWh per year—covering at least half of the festival’s electricity...
Alva Energy, a Massachusetts‑based nuclear startup, closed a $33 million Series A round led by Playground Global to fund retrofits of existing U.S. reactors. The company will replace steam generators and add a second turbine, boosting each plant’s output by 200‑300 MWe and...
The U.S. Department of Commerce issued final antidumping (AD) and countervailing duty (CVD) rates for Chinese active anode material (AAM). AD margins remain at 93.5% for major exporters and 102.72% for others, while CVD rates settle around 66.86% for most...
The Energy Information Administration reported that U.S. natural gas inventories rose by 2.5 billion cubic feet (Bcf) in the week ending November 1, bringing total working‑day stocks to 3.22 trillion cubic feet (Tcf). This level sits about 5 percent above the five‑year average for...
The data center driven surge in Ohio's electricity consumption has contributed to tighter natural gas balances. For the 12-months ending in October, 2025, Ohio's natural gas consumption was 3.7 bcf/d, near an all-time high, driven largely by demand in the...
China’s residential gas revolution China has connected more than 300 million people living in urban households to the natural gas network since 2010, according to data published late last year by the National Bureau of Statistics (NBS). The number of urban...
Ukrainian drones struck Lukoil’s Ukhta refinery in the Komi region, igniting a blaze in the primary unit and a visbreaker. The attack follows a high‑precision strike on Lukoil’s larger Volgograd refinery earlier this week. Ukhta processes about 60,000 barrels of...
The IEA‑PVPS Task 13 report warns that the second‑life photovoltaic module market remains fragmented due to missing IEC‑based qualification standards, costly manual repairs, and absent policy support. It recommends fast‑tracking IEC specifications, investing in automated testing hubs, and creating financial instruments...
Britain’s Thames Water announced that its creditors are reviewing an additional £823 million of funding, adding to the £1.43 billion already drawn from its super‑senior liquidity facility. In Nigeria, Dangote Petroleum’s refinery completed 72‑hour performance tests, confirming full‑capacity operation at 650,000 barrels...
U.S. commercial crude inventories rose by 8.5 million barrels in the week ending Feb 6, reaching 428.8 million barrels—about three percent below the five‑year seasonal average. Total petroleum stocks slipped 1.7 million barrels week‑on‑week but remain up 81.9 million barrels year‑on‑year. Refinery runs edged lower...
Solar inverter manufacturers have turned inverters into intelligent power‑management platforms with granular monitoring across loads, storage, EV chargers, and the grid. Companies such as Enphase and SMA now deliver module‑level data, temperature and irradiance metrics, and AI‑driven predictive maintenance. This...
In this episode, Grayson Brulte talks with Gavin White, co‑founder and CEO of About:Energy, about how model‑based design and advanced simulation are transforming battery engineering, slashing development cycles by up to 70%. White explains the creation of The Voltt, a...
Plus Power has commissioned the 175‑MW, 350‑MWh Cross Town Energy Storage facility in Gorham, Maine, marking the largest battery energy storage system on the ISO New England grid. The plant uses 156 Sungrow PowerTitan modules on a five‑acre site adjacent...
Spain’s installed solar capacity hit the 50 GW milestone in early 2026, after adding roughly 8.7 GW in 2025. Solar now represents 33.9% of the country’s total installed power capacity and supplied 18.4% of electricity last year. The expansion was led by...
Solar photovoltaic installations continued strong growth in 2025, with Europe reaching a record 70 GW and global cumulative installations surpassing 700 GW, led primarily by China’s over‑half share. The market is increasingly bifurcated: mature regions stagnate while emerging economies accelerate, and battery...
I'm super excited for my new paper with @ATabarrok and Mark Whitmeyer: "Chaos and Misallocation under Price Controls" During the 1973-74 gasoline crisis, the U.S. had about a 9 percent national shortfall. But that was far from evenly spread out. Over...
Tesla will roll out its first vehicle‑to‑grid program in the United States, starting with Cybertruck owners in select Texas markets served by CenterPoint Energy and Oncor. The Powershare Grid Support Program lets participants earn energy‑bill credits by feeding power back...
Rystad Energy highlighted that January U.S. non‑farm payrolls increased by 130,000, pushing the unemployment rate down to 4.3% and surpassing consensus expectations. The stronger labor market is viewed as a modest tailwind for demand for transport fuels, petrochemicals and power...
TeleGeography’s podcast with Luis Colasante examines the emerging bottlenecks in AI infrastructure. He explains that AI‑driven data centers consume two to three times more power than traditional cloud facilities, positioning energy availability as the chief constraint on digital growth. The discussion...
In this episode, Dr. Tiffany Yeh, MD, co‑founder and CEO of climate‑tech startup Eztia Materials, discusses the urgent heat challenge facing construction workers and how human‑centric cooling technologies can protect them. She explains the science behind Eztia’s HydroVolt material, its...
INVESTMENT MANAGERS sold futures and options on the Dutch TTF European gas benchmark for the first time in eight weeks as prices retreated despite inventories well below average for the time of year. Funds sold the equivalent of 15 terawatt-hours...
Ford is going to try to make a go at batteries in its idled plant. I find it hard to be optimistic about that, but it's at least a growing market https://t.co/37Ns45bbLE
Anthropic announced it will cover the grid costs associated with its AI data centres, partnering with utilities to estimate and offset residential electricity price hikes. The company will also finance infrastructure upgrades, invest in new power generation, and implement demand‑response...
The scientific understanding of human-driven climate change is much stronger today than it was in 2009 when the EPA first issued the endangerment finding. There is no scientific basis for the Trump administration's decision to repeal it https://t.co/l5qmBNkADn
Natural gas storage is part of the reliability and resilience story too. When there’s insufficient long-distance pipeline capacity, access to storage is your next best bet. This is part of the solution too.🧵 https://t.co/o35G4ig5HU
South Korean conglomerate SK Group’s battery separator plant in Dąbrowa Górnicza, Poland, was named the second‑most impactful operational mega project in Europe for 2026. The €4.4 bn investment has created more than 1,200 jobs and strengthens Europe’s battery supply chain amid rising...
Sure, the IEA demand forecast update was negative... but pretty inconsequential in the scheme of the supply developments that are actually currently driving the oil market. https://t.co/P0KD7cPlR4
How much oil would Venezuela produce by Dec 2026? (Current output has rebounded to just under 1m b/d)
Chinese battery giant CATL is investing €7.34 bn to build a gigafactory in Debrecen, Hungary, the country’s largest greenfield project. The company has already assembled over 120,000 battery modules in a rented facility and aims to start lithium‑ion cell production in...
Well, I admit that if you have asked me three months ago, certainly I didn't have the following on my 2026 bingo card: "... US Secretary of Energy Chris Wright tours the Orinoco oil belt in Venezuela with the US-installed Venezuelan...
NEW ANALYSIS: Donald Trump has overseen more coal closures than any other US president That must be why he was just crowned "undisputed champion of beautiful clean coal” (10/10 no notes, I am not making this up) https://t.co/eddrivj51U https://t.co/GCeGP8hv03
Smart Solar Technologies, a Turkish cleantech firm, announced a €122 million investment to build a solar cell and module factory in Stara Zagora, Bulgaria. The plant will target 1,500 MW of wafer, cell and module output and is expected to generate more than...
This is the important energy graph, not the one showing generation flat. We've had a couple decades of little to no demand growth. But now that we have growing demand again, we must cut the red tape and build.
Culture change is hard. Utilities like @DukeEnergy would rather raise rates 15% on their ratepayers because they feel forced to pay “$3k/kW” for gas instead of adding 7,200 MWs of batteries paid for by data centers at existing solar sites...
Australia’s clean‑energy push, highlighted by the Cheaper Home Batteries Program, has driven rapid rooftop solar adoption, yet renters—over one‑third of households—remain excluded. Solar Citizens and a coalition of 72 groups have campaigned for a solar‑for‑renters framework, testing public consensus through...
#Mission300 continues to make significant progress across #Africa. In Eastern #Chad, new #electricity access enables students to learn in classrooms that are both ventilated and well-lit, giving them the opportunity to continue learning after dark. 🔗https://t.co/QdI1hnVw0v https://t.co/Bzkzai5ClE
Mercedes‑Benz Trucks handed over its first eActros 600 to Chilean carrier Empresas Cavalieri, marking the model’s debut outside Europe and the first series‑production electric long‑haul truck in South America. The vehicle will serve the Santiago‑Viña del Mar beverage route for Compañía...
You cannot make this up. US administration is directing the Department of Defense to buy coal power and spending $175m to keep ageing coal plants running. Coal plants average 44 years old. Many are costly and prone to outages. Markets, not ideology...
