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:
The National Petroleum Reserve‑Alaska held its first lease sale in seven years, generating a record $163.7 million in high bids and awarding 187 leases across 1.33 million acres. Major oil companies such as ExxonMobil, ConocoPhillips, and a Repsol‑Shell consortium secured tracts, marking the most lucrative auction in the reserve’s history. The sale fulfills a Trump‑era mandate under the One Big Beautiful Bill Act and revives Alaska’s role in U.S. energy strategy. Environmental groups have immediately launched lawsuits challenging the expanded drilling permissions.
The Treasury Department issued a one‑month license that temporarily lifts sanctions on Iranian oil already at sea, unlocking roughly 140 million barrels and easing price pressure on U.S. gasoline. The move comes as President Trump signals a possible wind‑down of military...
Alphabet’s Google has inked demand‑response agreements with five U.S. electric utilities, extending from Arkansas to Minnesota. The contracts let Google curtail up to 1 GW of data‑center electricity during peak‑load periods, helping avoid grid stress and potential blackouts. These deals build...
The New York Times on one of the major economic effects of the War: “At least 39 energy oil refineries, natural gas fields and other energy sites in nine countries have been damaged since the United States and Israel began...
President Donald Trump issued an ultimatum giving Iran 48 hours to reopen the Strait of Hormuz to commercial shipping. The deadline follows Iran’s closure of the waterway in response to the US‑Israel war on Iran, and Tehran warned it would...
Why shouldn't the presumption be that they will just negotiate deals with Iran and accommodate the regime the United States flirted with trying to change? India, Japan, Pakistan, others are already negotiating Hormuz passage directly. Why not presume they will "clean...
The G7 foreign ministers declared they are prepared to take necessary steps to safeguard global energy supplies and secure key maritime routes, notably the Strait of Hormuz. They condemned Iran’s attacks on civilian and energy infrastructure and voiced support for...
PSA Zeebrugge has installed nearly 1,900 vertical solar panels on its warehouse façades, delivering an annual output of 770 MWh—enough to power half of the terminal’s electricity demand. The project, executed by Insaver of the Luminus Group, saves 101.43 tons of CO₂,...
Researchers at Uppsala University demonstrated that machine‑learning models trained on molecular quadrupole moments can accurately reconstruct electrostatic potentials of battery electrolyte molecules, outperforming dipole‑based models. The quadrupole‑trained PiNet2 network achieved higher fidelity on both QM9 and SPICE benchmark datasets. By...
In West Texas, abundant natural gas produced alongside oil is driving spot prices into negative territory because pipelines and export terminals cannot absorb the surplus. Crude oil prices have surged amid supply disruptions from the Iran war, prompting drillers to...
In the face of record March temperatures, @California_ISO not only met 100% of demand with #WindWaterSolar for part of the day 3/20 but also smashed 2-day-old battery peak discharge record with 11.91 GW, meeting 34% of peak demand All with 60%...
Oil expert Stephen Schork on the potential US oil export ban: "An export ban would be catastrophic for US oil production bc. all it would do is pent up more supply here in the US of oil we don't necessarily use......
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Turkey eliminated the special consumption tax (OTV) on diesel on 20 March, causing the tax buffer to disappear as oil prices and refinery margins surge. The government’s “echelle mobile” mechanism now deducts 75 % of required price hikes from OTV, leaving the...
Extreme volatility, not price direction, is the defining feature of the oil market @ArjunNMurti Bull can become bear with the snap of a finger The longer Hormuz stays closed, the greater the risk not just to oil prices, but to demand,...
Occidental Petroleum (OXY) has risen to #7 on a Warren Buffett‑style stock list, buoyed by Berkshire Hathaway’s roughly 29% stake and a $9.7 billion chemicals acquisition. The company is pivoting from a conventional oil producer to a carbon‑removal leader, with its...
Oil expert Stephen Schork on Brent & WTI prices & the war in Iran: "[The WTI contract] is the hope market. The Brent market is the real market that is pricing the real events going on, and that blowup [Brent...
Vermont utility Green Mountain Power (GMP) has expanded its virtual power plant offering by adding Enphase’s fourth‑generation IQ Battery to its Energy Storage Solutions Program. Customers can lease the battery for $55 a month or purchase it for $5,500, joining...
Oil prices have surged to $119 per barrel amid Middle‑East tensions, prompting investors to reassess energy exposure. Nuclear‑focused Cameco (CCJ) is gaining attention after signing a $2.6 billion uranium supply deal with India and leveraging its 49 % stake in Westinghouse. The...
Physicists at the University of Cambridge have observed ultrafast electron transfer in an organic solar cell that occurs in just 18 femtoseconds, driven by a single molecular vibration acting like a catapult. Using a dual‑laser pump‑probe technique, they showed that...
CENTCOM says bombing Iran’s coastal missile sites “degraded” its shipping threat That train left the station when Iran took de facto control of Hormuz Now Tehran wants navigation open on its terms: tolls, leverage, gatekeeper power. The US is being...
It’s not really that simple… Ethanol prices depending on the cost of production… At 5% blending, the ethanol component is 5.5 cents…. Should we stop blending? Not really… that ethanol value chain creates jobs for thousands of people… it creates opportunities...
Fusion startups have collectively secured more than $10 billion, with over a dozen raising over $100 million each, accelerating the race to commercial reactors. Companies like Commonwealth Fusion Systems aim to light their SPARC demo by late 2026 and begin building a...
Old West Investment Management dramatically increased its exposure to energy equities when crude oil hovered around $60 a barrel in early 2026. The firm’s flagship hedge fund posted a 31% year‑to‑date gain by the end of February, well before the...
Brent crude: $110/barrel. Up 54% in a month. Let that sink in. Fifty-four percent. In thirty days. This isn't a price move. This is a supply shock. And supply shocks don't negotiate with Fed dot plots. Everything you think you know about 2026...
Many commentators on Iran war have seemingly not thought any further ahead than “China is hurt most by Hormuz closing” Below is just one small example of why that view is so wrong 👇
Haze pollution does not originate in national parks, it can travel hundreds of miles from its source – coal plants– harming the air we breathe, and the health of park visitors, wildlife and nearby communities. https://t.co/1tPw3a6OZE
Albania adds over 180 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/6A9FGj4zKb
The largest energy supply shock in history just hit as the entire global economy had been riding high on the most energy intensive tech ever (AI), @Rory_Johnston argues. "I hope I'm wrong." Apple🔊https://t.co/hBJ1sBFqgN Spotify📽️https://t.co/fnf6ENfHbf https://t.co/OJPNLB003V
There's so many people talking about oil going to $150 or $200, but those numbers are a stretch because Brent around $110 already embeds a big risk premium. Big thanks to @paulkrugman for having me on his podcast to talk...
It's not just the oil alarmists who are scared. Even the optimistic oil analysts, who make fun of the alarmists, are all "terrified..." 🛢️🛢️🛢️ "That's why I think Trump has to end it" - @Rory_Johnston Apple🔊 https://t.co/hBJ1sBFqgN Spotify📽️ https://t.co/fnf6ENfHbf https://t.co/HdNNaefrAk
Still a couple hours to go until the real highs temps, and already a boatload of record warm temps #natgas $UNG $NG_F @SPPorg @MISO_energy https://t.co/y7l62yB61C
All 2022–2024 cyberattacks on energy infrastructure at a glance #energysky -- via pv magazine global: https://t.co/3bPj3iU1nv https://t.co/PZo92XzX1Q
Markets are too focused on the near-term challenges from higher oil prices. The real trade-off for investors is 4 to 6 weeks of instability, paying off 50 years of stability in oil markets, supply chains, and geopolitics. Torsten at Apollo https://t.co/ixJHl4Cw5f
It is crazy all the hoops we jump through to burn fossil fuels into poison we breathe, when solar, wind, geothermal, and hydro can provide all the energy we need with no fuel cost or poison US lifts sanctions on Iranian...
Japan’s top business newspaper comes out to oppose additional subsidies on gasoline prices (which hit a record this month) 🇯🇵 ⛽️ The policy will support consumption in a period of tight supply Instead, the Nikkei calls for energy conservation (and for Tokyo...
Bessent is trying to reopen the Strait of Hormuz through sanctions relief. 140M barrels of Iranian oil. A temporary lift. Geopolitical chess. If it works, oil falls. If it fails, $110 looks cheap. The Treasury Sec is now an oil trader. Welcome to...
How it feels watching the Iran War, Hormuz stoppage, and the still-so-sanguine global market reaction as the world economy just rolls into calamity. https://t.co/2S9HlfVhPt
The Energy Supply Shock of the Iran War Changes Everything #energysky -- via Heatmap News https://t.co/Rsz5GxybUo https://t.co/linv9ehEJv
WTI futures price fell $0.39 from $98.71 to $98.32 week ending March 20 Somewhat higher price movement is likely on Monday based on 12-month spreads #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/6kUedQJUDr
Clean industry push could unlock AUD 300 billion for Australia #energysky -- via pv magazine global: https://t.co/aLDDNc8FrP
I know you all are excited in a perverse way for oil to hit $175 per barrel, but oil stock charts are overwhelmingly giving off topping and rolling over signals.
Yes, but there is more to it than just that..... such as the $27 spread in CLK26/CLK28 May 26 WTI Crude Oil Futures settled $98.23 May 28 WTI Crude Oil Futures settled $71.23
You forgot the impact of batteries. Helps the whole grid utilize more of what we have already paid for. Welcome to the electrostate.
⚛️This @barronsonline piece by @avibarrons is the most informative thing I’ve seen on the rather vague U.S.-Japan investment announcement aimed at spurring construction of GE Vernova Hitachi SMRs in Tennessee and Alabama. Link in next post. #nuclear #energy
“When oil prices rise more than 100%, the S&P 500 index typically suffers substantial corrections. While WTI prices have risen 50% so far, other non-US grades shown earlier have risen by 100% or more.” https://t.co/fN5M8QiCsW
Microreactors produce very expensive power today but if we can manufacture them at a rate of 100 a year you could see the costs come way down.
FEDWATCH: “.. If [India’s tanker] passage is successful, other countries may follow the Indian example. .. “.. the only way crude price volatility cools off is if there is a decisive winner, which is increasingly looking to be Iran.” [Emons]...
The US should CLOSE HORMUZ That would remove Iran’s leverage & income It would not materially worsen the oil supply crisis Time for hard strategic decisions What would Captain Kirk do? #Hormuz #Geopolitics #Oil #KobayashiMaru @acranberg @citrinowicz @gbrew24 https://t.co/uyhUtwRSvt
CHART OF THE DAY: Despite sanctions, ahead of the war, Iran's total oil production had hit a 46-year high. Although most of the attention is on crude, Iran has focused in expanding its output of condensates and natural gas liquids —...
The International Energy Agency in Paris reports “the war in the Middle East is creating the largest supply disruption in the history of the global oil market.” TRUMP & NETANYAHU'S WAR PLANNERS -- NOT THE SHARPEST KNIVES IN THE DRAWER --...
