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:
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 Nordeco’s Samal assets, while the government approved its expansion into Davao del Norte and Davao de Oro. Philreca urges Nordeco to file a temporary restraining order, emphasizing cooperative regulation. Davao Light has completed a submarine cable linking Samal to the mainland grid, signaling deeper integration.
India’s crude oil imports plunged 23% in the first half of March as the Strait of Hormuz remained closed, sharply curtailing Gulf deliveries. Refiners responded by nearly doubling purchases from Russia, which now accounts for about 44% of total imports,...
State‑run oil firms raised bulk diesel prices by roughly ₹22 per litre, a 25 percent jump, to cushion soaring crude costs linked to the Iran war. Retail premium petrol saw a modest ₹2 per litre increase while regular grades stayed unchanged....
US suspends Iran oil sanctions for a month, allowing sale of all barrels on water as of March 20. Another band-aid. There are no more than 30 million barrels of Iranian oil in floating storage waiting for buyers, as per ship-tracking...
Cambodia is ramping up fuel imports from Singapore and Malaysia to offset shortages triggered by the ongoing Middle‑East conflict. After a peak where roughly one‑third of its 6,300 stations temporarily closed, closures have fallen to 5.77 %. Imports of gasoline and...
The U.S. Justice Department has sued California over Senate Bill 1137, which bars new oil and gas wells within 3,200 feet of homes, schools and hospitals on federal land. The government seeks a preliminary injunction, arguing the law infringes federal...
What can Canada do to help address the global shortage of oil and gas caused by the war in Iran? #canada🇨🇦 #canada #energy
Why some of Australia’s energy market conventions should go the way of the dinosaurs #energysky -- via Renew Economy: https://t.co/vTCaLMcIM7
Thailand's Energy Regulatory Commission ordered the state‑run Electricity Generating Authority of Thailand (Egat) to restart two decommissioned units at the Mae Moh lignite plant, adding roughly 600 MW to its output. The decision targets soaring liquefied natural gas (LNG) prices, which...
So, just to be clear. 1️⃣US & Iran sever ties 2️⃣US sanctions Iranian oil 3️⃣US attacks Iran 4️⃣Iran attacks shipping cutting off the flow of oil 5️⃣The US approves the sale of Iranian oil in the US https://t.co/USz8VfvQGc
So under this OFAC licence, the US could (though probably won't) import its first Iranian oil since Jimmy Carter https://t.co/7slkt1bAxs
Oil prices are edging toward $100 a barrel for Brent crude as the Iran war disrupts the Strait of Hormuz, pushing national gasoline averages to $3.91 and squeezing low‑income households. Economists warn the ripple effect will raise costs for everything...
"Trump just authorized Americans to trade Iranian oil for the first time since Clinton banned Americans from doing so in 1995." @petereharrell
“The Department of the Treasury's Office of Foreign Assets Control (OFAC) is issuing Iran-related General License U, "Authorizing the Delivery and Sale of Crude Oil and Petroleum Products of Iranian-Origin Loaded on Vessels as of March 20, 2026." https://t.co/KaDQIxyNn5
Fusion industry leaders convened in Washington, highlighting the Strait of Hormuz crisis as a stark illustration of the vulnerabilities inherent in today’s fossil‑fuel dependent energy system. They argued that commercial nuclear fusion could deliver continuous, carbon‑free power, eliminating geopolitical supply...
Japan establishes national benchmarks for agrivoltaics as sites expand #energysky -- via pv magazine global: https://t.co/QayxhgqWQJ
🔴President Trump talking about Hormuz Strait: “We don’t even need to be there, in that the U.S. has just become the largest producer of energy anywhere in the world.” He also questioned the role of the U.S. in the region: The...
QatarEnergy announced it will invoke a multiyear force majeure on several long‑term LNG contracts after two of its export trains were struck by Iranian missile attacks. The suspension affects key offtakers across Asia and Europe, potentially curtailing deliveries for years....
Being a power engineer is a high-risk job in Ukraine, as Russia is intent on destroying the electrical grid. It's now about finding new solutions, working on backups, and bravery. https://spectrum.ieee.org/repair-ukraine-power-grid
Canada’s electricity system is changing fast. Wind becomes the dominant growth source. Industrial demand leads. EVs surge. Data centres reshape the grid. A deep dive into Canada’s Energy Future with CER chief economist Darren Christie 👇 #cdnpoli https://youtu.be/2h7t7dvwyoU
Warren Buffett’s Berkshire Hathaway increased its Chevron holding to roughly 130 million shares, representing about 7.24% of the conglomerate’s equity portfolio and elevating CVX to a top‑five position. The purchase was made in Q4 2025, before Brent crude surged toward $100 a...
The market is currently betting that this whole "Hormuz problem" gets cleaned up in the next 30 days. And I’m looking at the data from my office in Abu Dhabi, and so far it’s heading that way. But if that two-mile-wide...
In 2025, the US imported 246,895,000 barrels of oil from the Persian Gulf, which is about 3%. https://t.co/myiJiErvdR
The war in Iran and attacks on Qatar's Ras Laffan terminal have driven European spot LNG prices above $20 per million British thermal units, more than double pre‑conflict levels. This price surge fuels concerns that volatility could erode buyer confidence...
100% Last year I did a Buc-ee's EV tour of the Texas Triangle and it was great. There are 2 Buc-ee's with superchargers on each leg of the interstates between Austin-Houston-Dallas-Austin. Seamless road trip. Now we just need Buc-ee's to expand...
United Airlines planning for oil to reach record $175/barrel, cutting 5% capacity https://t.co/SC3sCiQctU (via TAC/Intel)
The United States has remained largely untouched by the recent turmoil in global gas markets caused by the Middle East conflict. Domestic natural‑gas production is at a record high, and LNG export terminals are operating near full capacity. Spot gas...
In just two weeks, Middle East Oil on Water has collapsed by 175 Million Barrels. "Truly staggering" - @Rory_Johnston (it's his chart). "It’s impossible to overstate the magnitude of this dislocation." 1/3 https://t.co/iYwEtzNH9E
Swift Solar acquires Meyer Burger assets to scale U.S. HJT and perovskite production #energysky -- via pv magazine global: https://t.co/ecMERORz5o
QatarEnergy's Golden Pass LNG, its first liquefaction plant outside the Middle East, is slated to begin shipments from Texas next week. The plant could help narrow the global LNG shortfall caused by the unexpected shutdown of Qatar's flagship Ras Laffan export...
US loans ~45 millions barrels from the Strategic Petroleum Reserve — significantly fewer barrels than the 86 million the government offered as part of the SPR “exchange” first tranche.
Most countries' response to "[you] guard and police Hormuz" in the absence of U.S. power because you are the ones "who use it" will presumably be to accommodate and then make deals with Tehran.
Rising geopolitical tensions in the Strait of Hormuz and attacks on Middle East energy infrastructure have driven oil and natural gas prices to new highs. Despite the price surge, operators in the Permian Basin are not accelerating associated gas production,...
Oddly enough, depending on how you measure February/March, the world may have just hit peak oil
🚨Small modular reactor and nuclear fuel startup X-energy is going public via IPO. #energy #nuclear link to @axios’ @ChuckMcCutcheon’s item in next post.
The AI boom is turning data centers into a major source of electricity and natural‑gas demand in the United States. Large‑scale training clusters rely on gas‑fired backup generators, adding significant load to the gas system. However, grassroots opposition to new...
Oil crisis: 'nothing comes close to this', says Qamar Energy CEO https://t.co/tC2I61KQyK via @mattfrei @QamarEnergy
Vikram Solar’s PowerHive unit launches VION lithium batteries in India #energysky -- via pv magazine global: https://t.co/FNPvbud9UI
West Texas natural‑gas prices have plunged to historic lows as a combination of robust Permian output, seasonally weak demand, and unexpected pipeline outages throttles transportation capacity. The bottleneck forces producers to offer cash incentives for customers to take gas that...
Oil price and GDP effects of SoH closure for one, two or three quarters. https://t.co/JOzrf3rVQR
Bichler and Nizan’s latest: How the relative earnings of the core oil companies vary with the oil price. Featured in today's Chartbook Top Links: https://t.co/rSQKknEmX7
In this episode, JP Morgan analysts Greg Scheer (precious and base metals) and Atar de Boadze (European natural gas) dissect the escalating Middle‑East conflict’s impact on commodities. They detail how attacks on Iranian, UAE and Qatari gas infrastructure have trimmed Qatar’s...
Vena Energy secures AU$200 million revenue share deal for 204MW battery storage site in Australia #energysky -- via Energy Storage News: https://t.co/ahpMrnPj6C
Argentina exported 50,000 metric tonnes of LPG to India in the first quarter of 2026, more than double the 22,000 tonnes shipped to the country in all of 2025. The surge reflects Argentina’s steady rise in LPG output, which reached...
Oil riskies firmed a lot to the put and today spot up, vol down day https://t.co/yyPo6cUfXq
Fluvanna County’s Board of Supervisors approved a 4‑1 vote for Tenaska’s 1.5‑gigawatt Expedition Generating Station, a natural‑gas plant, granting a special‑use permit, higher smokestack allowances, and restrictive covenants. The deal promises roughly $250 million in tax revenue and includes a $5 million...
Fourth Power, founded by MIT professor Asegun Henry, announced a breakthrough thermal‑battery design that uses molten metal as the heat‑transfer medium stored in carbon bricks. The system operates at 1,900‑2,400 °C, delivering markedly higher power density and allowing the unit to...
Independent panel approves gigawatt scale battery three months after local opponents force referral #energysky -- via Renew Economy: https://t.co/0805K7SE5c https://t.co/NmKhZJzXsa
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude rose in further fits and starts as the Iran War stretches into its 4th week and belligerents escalate to attacks on upstream infrastructure that have already wrought durable supply losses. Summary below, link...
The Bureau of Land Management, under the Trump administration, has released two plans to open more than one million acres of California public lands to oil and gas drilling and fracking, including areas adjacent to Yosemite, Sequoia, and other national...
