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:
Iranian Foreign Minister Abbas Araqchi told Kyodo News that Tehran will discuss safe passage through the Strait of Hormuz with Japan and any nation that has not attacked Iran. He emphasized the strait remains open for non‑enemy vessels, while it is closed only to hostile ships. Recent data show Iranian‑flagged tankers have already been transiting the waterway, and the United States issued a sanctions waiver covering Iranian crude loaded before 20 March. Asian buyers are also turning to a new OFAC waiver that facilitates Russian crude shipments.
Why on earth aren't major media outlets asking this obvious question? The Trump administration just issued a sanctions waiver allowing 140 million barrels of Iranian oil currently at sea to be sold. Meanwhile, Iran's oil exports have surged before the...
A look at #Oil prices, post 2010 we have been able to handle elevated prices, but elevated prices and rates aren't a positive when duration is applied #energy #Economics #Chartdaddy
Gulf oil producers are urging the United States to confront the Hormuz blockage directly, warning that temporary "oil‑on‑water" licences aid Iran while constraining regional exporters. They cite roughly 140 million barrels of Iranian crude stranded at sea and argue that without...
The United States has deployed Marine forces to the Strait of Hormuz, escalating tensions with Iran and signaling a broader strategic shift. The narrow waterway, vital for global oil shipments, now faces heightened militarization that could disrupt worldwide energy markets....
Egypt's Renergy Group is planning a $15 billion green hydrogen and solar power complex in the El‑Tor area of the Sinai Peninsula, covering 127 sq km and featuring 15 GW of solar capacity to produce roughly 400,000 tons of liquid green hydrogen annually for European...
> Israel will escalate. > Probably hit some energy stuff. > Iran will counterattack against other Gulf energy stuff. > Prices will spike. > Trump will say he had no idea about the energy attacks > Israel will say they won’t do it again > Prices...
The Cboe Crude Oil ETF Volatility Index (OVX) has surged to 108, roughly three times its level at the start of 2026, as the U.S.-Israeli conflict with Iran disrupts about 20% of Persian Gulf oil output. This spike eclipses volatility...
Oil prices have swung sharply since the U.S. and Israel struck Iran, reacting to tanker attacks and optimistic reports about reopening the Strait of Hormuz. The analyst holds Chevron, Canadian Natural Resources and ConocoPhillips, whose earnings rise roughly $600 million per...
India’s coal ministry announced that the country produced a second consecutive 1 billion‑tonne haul of coal on March 20, 2026, marking a repeat of the 2025 milestone. The surge in output has helped thermal power plants maintain record coal inventories, cushioning the grid...
The U.S. Treasury Department issued a 30‑day waiver that temporarily removes sanctions on roughly 140 million barrels of Iranian crude already at sea. The move is intended to increase global supply, temper near‑$120‑a‑barrel Brent prices, and cut Iran’s war‑time revenue. It...
Sen. Susan Collins defended the EPA’s abrupt cancellation of $7 billion in Solar for All grants, which would have helped 20,000 low‑income Maine households, while simultaneously emphasizing the Inflation Reduction Act’s partisan origins. Despite a 31% score from the League of...
Trendsetter Vulcan Offshore (TVO) has installed a tethered blowout preventer (TBOP) system in approximately 4,000 ft of water in the U.S. Gulf, using a modified Hercules™ technology to combat wellhead fatigue on soft‑seabed sites. The TBOP employs four polyethylene tethers anchored...
Jadestone Energy has secured Vietnamese government approval for the field development plan covering the Nam Du and U Minh offshore gas discoveries. The approval enables the company to book initial 2P reserves of roughly 32 MMboe and to pursue farm‑in partners. The project...
Equatorial Guinea released a reprocessed offshore seismic dataset covering over 7,300 km, using broadband Pre‑Stack Depth Migration and Full Waveform Inversion to improve imaging. Developed by Searcher with the Ministry of Mines and Hydrocarbons, the data aims to lower exploration risk...
Europe is expanding its energy mix by adding North African electricity to its supply chain, complementing traditional oil and gas links. The planned ELMED subsea cable will connect Tunisia and Sicily, delivering up to 600 MW of power bidirectionally. Libya is...
Fossil fuel crises before the 2020s left consumers with three options: 1. Switch fuel if possible 2. Pay more if you can find fuel 3. Cut fuel use Fossil fuel crises after the 2020s give new affordable options: 4. Install cheap solar panels and...
Global LNG supply disruptions, highlighted by Qatar’s Ras Laffan plant shutdown, have removed roughly 14 % of monthly forecast capacity, pushing European natural‑gas prices up about 65 % to multi‑year highs. The tightening market creates investment opportunities in un‑hedged upstream firms and commodity‑focused...
The Chartfest on 21 March 2026 highlighted a sharp escalation in global oil prices following the Middle‑East conflict, with benchmarks hitting record highs and strategic petroleum reserves under strain. Russia’s oil tax revenues surged as Urals prices peaked, while Qatar’s LNG exports...
Tesla announced it is hiring a business‑development lead to launch utility‑scale energy storage in India, signalling a move beyond its modest electric‑vehicle sales. The company will likely introduce its Megapack and Powerwall systems to tap the rapidly expanding solar‑plus‑storage market....
The European Commission has asked EU member states to cut their natural‑gas storage target to 80% of capacity, ten points below the official goal, and to begin refilling reserves gradually. The request follows a sharp 35% surge in European gas...
Iran has effectively sealed the Strait of Hormuz, slashing daily oil‑tanker traffic by roughly 95% since early March 2026. The closure has pushed crude prices above $100 a barrel and disrupted about 20% of global oil and LNG flows. Despite...
Iran has signaled willingness to permit Japanese‑flagged vessels to transit the Strait of Hormuz, a key conduit for global oil shipments. The offer follows phone talks between Iranian Foreign Minister Abbas Araqchi and Japanese officials amid heightened tensions from the...
Britain is letting the US use its bases because the war has crossed into a new phase, writes @ChrisTakushi It's not because the risks are lower It's that the cost of a long Hormuz closure now looks worse than the...
The US is removing sanctions from shadow fleet ships to ease energy prices while France increases seizures. Hard to tell how much of this is politically motivated.
Oil prices have surged amid the Iran war, sharply raising fuel costs for Hong Kong’s truckers, cab drivers and commuters. Lawmakers have urged the government to introduce temporary fuel subsidies to ease the burden. The opinion piece argues that subsidies...
Japanese researchers achieve world record efficiency of 12.28% for copper gallium selenide solar cell #energysky -- via pv magazine global: https://t.co/KwOEhHMbDK
Everyone talks about AI chips. But the real bottleneck may be electricity. Data centers now consume ~7% of US power demand - up more than 10x in two decades. https://t.co/wQARGxiefq
Nordeco, a long‑standing electric cooperative in Davao, retains franchise rights until 2028 on the mainland and 2033 on Samal Island, giving it legal standing to challenge Davao Light’s asset takeover. A recent court ruling granted Davao Light temporary possession of...
So now @UANI and @FDD are strongly in favour of lifting sanctions on Iranian oil sales without conditionality
“…the Department of the Treasury is issuing a narrowly tailored, short-term authorization permitting the sale of Iranian oil currently stranded at sea.”
“Just enough damage to knock competing infrastructure offline. U.S. LNG steps into the gap. The competing corridor is gone before it opens.” US LNG stocks are outperforming as LNG glut is removed & US restructuring plans in GCC are quietly negotiated. #IranWar
US Treasury says there are 140 million barrels of Iranian oil "stranded" on the water. That's misleading -- if not false. There're about 100 million barrels of Iranian oil on their way to China, and probably another 40 million on...
This @ProSyn column by @baselinescene is a must-read. Before he won the Nobel for economics in 2024, Simon was deeply involved in design and execution of the G7 price cap on Russia. Few other voices carry as much authority now...
Around 40% of gas stations in Laos and about a third in Cambodia have closed because of fuel shortages.
Will we see rationing of oil and gas? It's now very possible. Past crises show ~10% of energy can be saved through conservation short-term. But the only lasting solution: switch to alternatives and dramatically improve energy efficiency. I spoke to LBC about this...
Goehring & Rozencwajg's oil super-cycle has have been wrong for a decade The argument is disconnected from a debt-saturated, low-growth, war-fractured world Scarcity can spike price But it can also crush demand, trigger recession, & kill the bull case https://t.co/fOpvyVFTKH #Oil #OilMarkets #Energy #Macro #Recession...
Trump is dangling $15 billion in compensation in front of Iran by lifting floating oil sanctions, writes @TankerTrackers This is the weirdest war ever It’s coercion, improvisation, and market panic all at once #Iran #Oil #Trump #EnergyMarkets #Sanctions
Iranian barrels often spend months on the water before reaching a final buyer Lifting sanctions makes ACCESS to that supply suddenly exist, writes @gbrew24 #Iran #Oil #Sanctions #TankerTracking #EnergyMarkets
EU tells member states not to wait to fill up gas storage https://t.co/QWu2AXIWUa via @johnainger https://t.co/iuJD7NDt15
Goldman > The unprecedented US and Israeli coordinated attack on Iran has resulted in the largest energy supply disruption in history.
Engineers apply technology known as "tertiary recovery", injecting a mix of chemicals into oil reservoirs to "scrape the last grease off a plate"
🟥TRUMP’S SURPRISE IRAN OIL U-TURN: 30-Day Waiver Unlocks 140M Barrels: ▪️Will IT LOWER OIL PRICES? (ask your company to subscribe) Link: https://t.co/XUVxhDoQuD
The Narrowing Straits: Why the Middle East Crisis is a Fault Line for Global Industry "..headlines focus on price of oil at the pump, a deeper story lies in dislocation of energy markets and the global breakdown in the traditional distribution...
The only way is through. I believe Saudi will be in a power position to help the world with oil and help their own ambition projects and the capital to fund them
You're right about the big picture of thin margins, structural dependence & denial @ashokdadhwal196 But Hormuz is not merely “a chokepoint.” It is the central artery of the global economy. We knew that before things overshot so much #OilMarkets #Hormuz #Geopolitics...
Gulf oil and gas flows may take months or years to restore. That means this is not a temporary price spike. It's the biggest oil shock in history And it hits the heart of the global economy. https://t.co/DOP0vnh2av #OilMarkets #LNG #Hormuz #EnergySecurity #IranWar
Focus on Kharg Island says the air campaign has not succeeded, writes @BarakRavid It's a sign the war is not going well Escalation has replaced strategy. #IranWar #Hormuz #OilMarkets #Kharg #EnergyCrisis https://t.co/geOssDxEyT
Open access solar set to drive next phase of India’s C&I growth #energysky -- via pv magazine global: https://t.co/WLQZrEvcCz
Why some of Australia’s energy market conventions should go the way of the dinosaurs #energysky -- via Renew Economy: https://t.co/vTCaLMcIM7
