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
Iran struck a fully‑laden Kuwaiti tanker in Dubai, igniting a fire and damaging the hull. The attack pushed West Texas Intermediate futures up almost 4% to around $107 a barrel and Brent crude near $115. President Donald Trump responded with threats against Iran’s civilian infrastructure, heightening geopolitical risk. Analysts warn that a closed Strait of Hormuz could disrupt oil markets more than the COVID‑19 pandemic.
In before times, headlines like these would lead to answers in the article. Under Trump 2.0, they’re just open questions. https://www.nytimes.com/2026/03/30/world/americas/russian-oil-tanker-cuba.html
The episode explains that Kharg Island is Iran’s primary oil export hub, handling over 90% of the country’s crude shipments—about 1.7 million barrels a day, or roughly 1.5% of global supply. Experts Humayun Falak Shahi (Kpler) and Dr. Anahita Motazad‑Rad (LSE)...
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The Fuels Industry Association of South Africa says overall fuel supply is stable but diesel is tight ahead of the April 1 2026 price adjustment. A planned shutdown of the Cape Town refinery, set for mid‑April, will rely on imports and is...
Germany’s state‑owned energy trader SEFE (Securing Energy for Europe) announced it will issue a major liquefied natural gas (LNG) purchase tender on Tuesday, targeting deliveries to Northwest Europe. The tender is designed to bolster regional supply security as the Middle...
Grigory Berezkin transformed distressed oil assets into a $600 million sale to LUKOIL, then revitalized the Arctic‑based Kolenergo power utility before exiting the energy sector in 2003. He later built Russia’s leading free‑daily newspaper Metro, grew RBC into a multi‑platform business...
US methanol spot prices hit a four‑year high of 135 cents per US gallon for April delivery, up 10 cents from the previous week. The surge follows a March‑long rally driven by the war in the Middle East Gulf, which has disrupted...
Crude traded in the range of 90-127 , between 2011-2014 , for almost 42 Months , India survived well in that period.. In 2011 we had inflation of 10% , Right now it is around 4-5% . Don’t panic !
While it’s possible that Iran’s enriched uranium could be secured by a diplomatic deal, most recent discussions have involved special forces’ boots on the ground And boots on the ground is going to seriously complicate efforts to reopen to Strait of...
The article argues that artificial intelligence, like nuclear power, is a new source of energy that only creates value when the surrounding system— the "grid"—is rebuilt to absorb and act on its output. In healthcare, AI models can flag disease...
Vermont’s 2024 climate‑superfund law obligates fossil‑fuel companies to cover adaptation costs linked to climate change. The Trump administration, through the Justice Department, sued to block the statute, claiming it violates the Constitution by regulating emissions beyond state borders. The U.S....
A coalition of energy and consumer‑advocacy groups is pressing the Australian government to accelerate electrification of transport, heating and industrial processes, leveraging the country's abundant renewable resources. They argue that shifting to electric technologies will improve energy security, lower costs...
Egypt and Cyprus signed a gas framework agreement to cooperate on the development of the Cronos offshore field. The Cronos reservoir holds about 3.1 trillion cubic feet of natural gas in Cypriot waters. The parties stopped short of a final investment...
Oil prices swung sharply on Monday as mixed signals emerged from U.S.–Iran negotiations, with Brent crude ranging between $111 and $115 per barrel and WTI holding near $104. U.S. equities slipped 0.4%, extending a five‑week decline, while European markets edged...
The EPA announced higher Renewable Volume Obligations, expanding the mandated share of renewable fuels and boosting demand for corn‑based ethanol. Michigan Corn Growers Association leader Scott Piggott says the change could help offset the average 93‑cent‑per‑bushel loss reported by corn...
More crude oil is offline across the Middle East than ever before, with roughly 7 million barrels per day shut in due to conflict‑related damage and precautionary curtailments. The blog analyses restart timelines, highlighting that infrastructure repairs and well damage could...
🌳Saudi Exports, Houthis, and the Bab el Mandeb Bottleneck 🌳Russia LNG Exports Set to Hit Record High Egypt’s Challenges: Typical of Every Developing Country 🌳Shipping Rates Are Up Again – Here’s Why King Coal: For How Long? 🌳EU Oil and Gas Pinch: The Never-Ending Crisis 🌳Cuba...
Trump warns the US may strike Iran’s energy infrastructure if talks fail - per WSJ
The Current/OS Foundation and the Open Direct Current Alliance have signed an MoU to coordinate technical work on DC power distribution for data centers. Their collaboration aims to create unified standards, leveraging IEC circuit‑breaker rules and upcoming NFPA code updates,...
Golden Pass LNG in Texas Produces First LNG as Hormuz Crisis Disrupts Global Gas Flows https://t.co/OSUeOpMO0T
When battery imbalance turns 11% of capacity into stranded energy #energysky -- via pv magazine global: https://t.co/Gwbyq5PKYL
A blockade of the Strait of Hormuz has removed roughly 28 million tonnes of Middle‑Eastern LNG from the market, forcing major Asian economies to react by re‑activating coal‑fired power. The shift threatens industrial output, fuels price spikes and could stall regional...
Why the Real Oil Crisis Hasn’t Started Yet #energysky -- via Heatmap News https://t.co/Ngf3zAyeSS https://t.co/gyEcJO0VT9
The world is in an energy crisis as Hormuz is closed. Europe and Asia are running out of oil and gas. Meanwhile Ukraine is striking Russian energy infrastructure using EU and U.S. funded weapons. What a retarded timeline.
U.S. President Donald Trump publicly floated the idea of seizing Iran’s Kharg Island oil terminal as Brent crude jumped to $115 a barrel, a move that could reshape Gulf oil flows amid ongoing strikes on regional energy infrastructure and nascent...
Reducing CO2 emissions is paramount. But reducing methane is necessary for avoiding critical warming thresholds. Warning we could soon cross these limits while downplaying the importance of methane reductions is hypocritical.
Italy’s Whysol bags financing for 328MW agriPV, energy storage portfolio #energysky -- via pv-tech: https://t.co/yfmMxdpHKP
Brent crude is on track for a record‑breaking monthly surge, with prices climbing past $100 per barrel for the first time. The rally reflects tightening global supply, driven by OPEC‑plus output cuts and heightened geopolitical tensions in key producing regions....
European BESS route-to-market optimisers Entrix, GridBeyond raise €55 million #energysky -- via Energy Storage News: https://t.co/0vPiFdrlwz
Tomorrow, Binance will launch futures trading for oil and natural gas with leverage of up to 100x. Something is brewing… https://t.co/2UrdYDAhxr
Brent crude slipped 0.5% to $112 per barrel on Monday after the Group of Seven finance ministers signaled they are ready to intervene to steady volatile energy markets. The decline followed a brief rally that had pushed Brent close to...
"Oil prices are putting a lot of pressure on the 'already weakened' domestic economy" - @perkinscr97 https://t.co/6eQLOwwmn9
What looks irrational is actually desperation @gbrew24 The U.S. can’t both punish Iran for exports & limit greater damage to global oil markets Then there’s China—possibly the only power capable of mediating an off ramp It’s why talk of seizing Kharg is...
GameChange Solar completed the industry’s first full‑scale seismic shake‑table test of its Genius Tracker system at UC Berkeley’s Pacific Earthquake Engineering Research Center. The test, performed to IEEE 693 standards, subjected a complete tracker with PV modules to progressively stronger earthquake...
Panasonic expands lithium-ion and supercapacitor production to meet future data center power needs, responding to AI infrastructure pressures worldwide. https://t.co/RLTyvQgQF4
Sure, it looks bad in Oil.. But we are pretty far from 2021/2022 in Nat Gas, food, electricity etc.. Still a world apart..
This week’s cleantech roundup spotlights a surge of battery‑focused stories, from BLUETTI’s FridgePower portable refrigeration system to a deep dive on electric‑vehicle battery innovations. U.S. lithium projects are scaling up to meet rising EV demand, while balcony‑mounted solar panels are...
National laboratories lead multi-agency push for solar cybersecurity standards #energysky -- via pv magazine usa: https://t.co/2zCsruApti
Just another reminder that, like worldwide, increases in WindWaterSolar in the U.S. correlate with lower, not higher, electricity prices. Please ignore all the spam claims that renewables increase prices. It is fossil fuels and nuclear that increase electricity prices. https://t.co/Lra772hw38
Semi‑solid‑state batteries have moved from experimental labs into mass production, with SAIC launching the MG4 as the first globally produced model using this technology. The MG4’s 53.95 kWh battery delivers a 530 km (330‑mile) CLTC range at a price of about $14,500,...
We've lost a LOT of Gulf crude oil production capacity to shut-ins following the closure of the Strait of Hormuz But we've also lost refined products, condensates, and natural gas liquids Here's Qatar, which normally exports ~1.5 MMbpd of which only 1/3...
GameChange Solar successfully tests tracker for earthquake conditions #energysky -- via Solar Power World: https://t.co/nJTtzHJWlq
The EPA’s March 27, 2026 guidance eliminates the urea‑quality sensor requirement but leaves the DEF fluid, SCR catalyst and emissions standards untouched. The Department of Justice’s January 21, 2026 memo stops criminal prosecutions for emissions‑tampering while preserving civil penalties up to $45,268 per vehicle....
Simple. The US is nearly 4x as effective at getting economic value out of electricity as China is. Yes, it's noteworthy that China generates more electricity than the US. The US generates almost twice as much per capita, and uses...
New BLUETTI Fridge Storage System, EV Battery Innovation Updates — Top Stories of the Week - https://t.co/S6atDwZBC3
Energy Outlook Analytics (EOA) reports that Russian liquefied natural gas (LNG) shipments are set to hit a record high in April and May, surpassing previous peaks. Kpler data shows March exports already above the typical seasonal baseline, indicating a steady...
For the first time since the war started, WTI oil has settled above the $100-a-barrel threshold. It’s the first triple-digit settlement since 2022, when it closed above that level for >80 trading days. To match that, WTI would need to remain >$100...
Western allies are wrestling with a new plan to secure the Strait of Hormuz after a costly, largely unsuccessful Red Sea operation against Yemen's Houthis. The Red Sea effort expended over $1 billion, sank four vessels, and left the route largely...
Within 5 years, European politicians told people to shower with their neighbors and cut back on travel to prevent energy shortages. Meanwhile they completely shut down nuclear power generation in Germany. 🤷♂️ https://t.co/mdzc1YF8B0
