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
Environmental groups in North Carolina have launched NC Pipeline Watch to oversee construction of the Southeast Supply Enhancement Project (SSEP) pipeline. The coalition, including the Sierra Club, Clean Water for North Carolina, and others, will deploy volunteers to monitor water, land, and air impacts by foot, boat, and aircraft. Submissions of suspected violations will be vetted by experts and forwarded to the state Department of Environmental Quality for enforcement. The effort mirrors successful volunteer‑based watch programs that have prompted stricter enforcement on similar pipelines in Virginia and West Virginia.
The grid has wasted $70 billion in clean energy over five years. This is not an issue with power generation. It’s congestion. @8eanmurray at @fuseenergy is building a crypto-incentivized network to solve it, backed by an SEC no-action letter and 250,000...
Safety by Design: Scaling solar and storage in Australia with prefabricated EBOS #energysky -- via Renew Economy: https://t.co/iqwB1jk9tY https://t.co/tMoCWWh6vE
Global oil prices surged past $100 a barrel after the Iran war intensified, prompting UBS analysts to warn of higher US inflation expectations and a possible slowdown in consumer spending. The spike is already reverberating through supply chains, fuel markets...
Japan announced a temporary lift of coal‑plant operating caps, the EU urged member states to refill gas storage ahead of winter, and the United States paused attacks on Iranian energy sites, causing Brent to slip to $107.11 a barrel. The...
New Hampshire is a net exporter of power because of Seabrook. Let’s bet that NH won’t be announcing a new Nuclear plant reaching FID by 2028.
A Finnish startup claims it has created a commercially viable solid‑state battery delivering over 500 Wh/kg energy density and a full charge in roughly ten minutes, promising a 400‑mile driving range. The company says the pack can be produced at costs...
At CERAWeek in Houston, industry leaders highlighted a rapid shift from coal to natural gas in power generation. The discussion, led by coal specialist Ernie Thrasher of XCoal, underscored falling coal demand, tighter coal‑gas price spreads, and mounting regulatory pressure...
Opening the Strait of Hormuz is not America's problem, says Marco Rubio "The countries that are most impacted by that should be willing to do something about it." "We'll help you." "We're impacted by it a little bit, but the rest of the...
Researchers at IIT Bombay and the Max Planck Institute uncovered why the electrochemical permeation technique often yields unreliable hydrogen‑diffusion data in steel. They showed that high charging currents induce surface rust, dislocations and hydrogen bubbles, which artificially lower measured flux. Switching...
When can we expect the price at the pump to come down in a meaningful way? #canada🇨🇦 #canada #energy #oil
New York‑based First Ammonia is moving ahead with the first phase of its 200 MW green ammonia project in Victoria, Texas, slated to break ground this year. The company announced the termination of its 100 MW electrolyzer supply agreement with Danish catalyst...
A quasi-liquid layer at the surface of clathrate hydrates accelerates their growth by enhancing CO2 mobility, offering new insights for applications in gas storage, desalination, and carbon containment. materialsengineering
The global oil market absorbed the shock of the largest supply disruption in history – the closure of the Strait of Hormuz – thanks to pre‑war inventory cushions. For roughly four weeks, prices remained muted as surplus stocks and strategic...
Transformer explosions stem from internal electrical arcs that vaporize oil, creating rapid pressure spikes that can rupture the tank within tens of milliseconds. Conventional protection—relays, breakers, and pressure‑relief valves—detect and isolate faults after this dynamic phase, leaving the structural failure...
Nuclear energy took center stage at the CERAWeek 2026 conference in Houston. Industry leaders and policymakers gathered to address the growing importance of nuclear power amid heightened concerns over global energy security. The forum highlighted accelerating investment, emerging reactor designs,...
Brent crude futures surged into the weekend, climbing roughly 5% to around $85 a barrel, the highest level in several months. The rally was driven by lingering supply worries as the war in the Middle East shows no sign of...
Summit Midstream is exploring a capacity expansion on its interstate pipeline that transports natural gas from the Permian Basin’s Delaware subbasin to the Waha Hub, linking Southwest and Gulf Coast markets. The move targets “hidden” constraints—primarily gathering and processing bottlenecks—that...
I made a thing: https://t.co/uFVjRvBFVv By which I mean I told Claude to make a thing. The economics of heat pumps are very challenging in a country that has cheap gas and where policy makers load retail electricity rates with a whole...
China is advancing its Zhuri space‑based solar power programme, aiming for a megawatt‑level orbital test around 2030 and a gigawatt‑scale station by 2050. The initiative leverages falling launch costs and new wireless‑power technologies to deliver continuous, weather‑independent electricity from geostationary...
Thailand’s Fiscal Policy Office is evaluating a windfall tax on oil refineries, a move prompted by the country’s heavy reliance on imported crude – about 92% of its supply. The proposed levy could be calculated either by applying a rate...
April Nymex natural gas futures rose 9.6 cents to close at $3.095 per MMBtu, while the May contract, set to become the prompt‑month contract on Monday, gained 9.7 cents to $3.025. Gelber & Associates noted that prices below $3 continue to draw...
Recent attacks in the Middle East, including Iran's retaliation and the shutdown of the Strait of Hormuz, have created unprecedented geopolitical turbulence. The disruption threatens global energy flows and could reverberate through commodity markets for years. Though less visible, agriculture...
TIME announced the launch of its Future Proof newsletter, rebranding the former CO2 newsletter to address the broader climate economy. The weekly column will blend clean‑tech trends, AI developments, geopolitics, and trade dynamics, offering a high‑level view of how climate...
Around 7:00 a.m. ET on Monday, traders moved roughly 7,200 oil futures and 6,000 S&P futures contracts just before President Trump posted about a pause to Iran attacks. The timing and size of the trades generated an estimated $40‑$50 million profit, prompting...
Iran is processing ships at the Imam Khomeini port, located in Khuzestan at the northernmost extreme of the Gulf, near Kharg Island. So, for ships seeking passage approval from Iran, they have to sail all the way to the northern end...
The Yemen‑based Houthis warned they will join Iran against any coalition that aligns the United States and Israel, threatening to block the Bab el‑Mandeb Strait. Saudi Arabia has hinted it may intervene, raising the prospect of a direct Houthi‑Saudi confrontation. A...
The 2020s is the decade of fossil energy disruptions. The US/Israel war on Iran compared to Russia’s invasion of Ukraine. No contest.
Solar and wind are making remarkable progress. The day/night cycle will be solved by current economic battery trends. The real long term challenge has always been winter: Those dark winter days or weeks when the wind also fails. For that...
UK homeowners are accelerating the shift away from fossil fuels as energy price spikes tied to the US‑Israel‑Iran conflict drive demand for solar panels, heat pumps, and electric‑vehicle chargers. Octopus Energy reported record March enquiries, with solar sales up 54%...
New Zealand port demonstrates battery storage potential amid complex tariff landscape #energysky -- via Energy Storage News: https://t.co/BgKIOSa08H
Markets are disconnected from the physical reality of the Iran War energy crisis, writes @Nadav_Eyal Oil is not clearing but markets are being held together by misleading narratives Once reality is understood, markets will panic.
EVgo has opened a new hub in San Diego featuring 28 fast‑charging stalls, adding to its more than 5,000 fast chargers nationwide and the 1,200 it installed last year. The addition raises San Diego’s fast‑charger count to roughly 290 out...
Japan sets FIT terms for small PV, rooftop solar as large-scale auctions end #energysky -- via pv magazine global: https://t.co/sWvbN6gXlR
#Autonomous Solar Panel Cleaning #Robots Work Without Human Workers by @XueJia24682 #Robotics #Innovation #EmergingTech #TechForGood #Technology https://t.co/CMoSpuWiQu
France will spend €70 million (about $76 million) on fuel subsidies for farmers, small logistics firms and fishermen throughout April. The plan suspends non‑road diesel excise taxes for farmers, costing roughly €14 million, and provides a €0.20‑per‑liter rebate for trucks and fishing vessels,...
New at THE OVERSHOOT: Russia's Iran War Windfall in Perspective https://t.co/YgLaalkQxU As long as financial sanctions and export controls remain in place, the aggressor's gains from higher oil and gas prices will be limited. https://t.co/MWwrDIs9pR
A billion-dollar industry: inside the growing solar panel recycling sector in the US #energysky -- via pv-tech: https://t.co/1cYAAUVO6h
Combat drones and emerging ground robots are increasingly being powered by green hydrogen fuel cells, a shift driven by Ukraine’s rapid adoption and U.S. defense interest. Startups such as Sesame Solar have created mobile nanogrid refueling stations that can be...
Panasonic claims world’s first trial of cybersecurity monitoring for grid-scale BESS #energysky -- via pv magazine global: https://t.co/BPgKqiFdUD
Per @grok If 2026 plays out like the 1970s oil shock (Nixon Pres): Stocks: S&P crashes another 40%+ (total ~45-50% drawdown) Oil: $150–$200+/bbl as Hormuz pain drags Rates: Fed funds rips to double digits (teens possible)
WTI crude settled at $99.64, briefly topping $100 per barrel for the first time since early May, as traders price a longer‑term Middle East conflict into oil markets. The rally follows a U.S.–Israeli strike on an Iranian steel facility, prompting...
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude prices rose modestly on the week after recovering from a Trump jawbone-driven rout on Monday given no real resolution to the Hormuz stoppage, and term structure keeps getting tighter. Summary below, link to...
Japan finances 130 MW solar project in Tunisia #energysky -- via pv magazine global: https://t.co/G4FPMmp1cp
Australia has already passed gas – the market is just updating its paperwork #energysky -- via Renew Economy: https://t.co/m8gjoMoMXz https://t.co/85gtKD6xHy
The Trump administration is talking with some offshore wind developers about buying back the leases they purchased from the federal government years ago to develop energy projects along the US coast https://t.co/w6VR2H3AC3
French energy giant TotalEnergies says it will no longer aim to reach net zero emission targets by 2050 https://t.co/oJaqzNTGaQ
China has been planning for over a decade to be cut off from global energy resources. Sustainable Energy is National Defense
Australia faces a massive gasoline and diesel shortage, which is a travesty of its own making. NIMBYism and zero carbon policies are killing first world economies https://t.co/zOWEhNZ4qm
“We had to wait for the grass to grow:” How an Abbott-inspired community solar farm finally got built #energysky -- via Renew Economy: https://t.co/FyMlwewTJL https://t.co/KsrPUKRTPP
