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:
Crude prices rose on Wednesday as Iranian strikes hit the South Pars gas field and Asaluyeh processing facilities, shifting market concerns from shipping‑lane disruptions to direct infrastructure risk. Brent closed above $107 a barrel, while WTI settled at $96.32, widening the Brent‑to‑WTI spread. The escalation intensified fears of a prolonged Strait of Hormuz closure, prompting higher gasoline futures and tighter product balances. Analysts warn that even partial outages in the Gulf could generate lasting supply shocks across oil and refined‑product markets.
Colombian presidential hopeful Paloma Valencia argued that expanding oil, natural gas and mining operations is crucial to lift the nation out of poverty. Her running mate, Juan Daniel Oviedo, added support for fracking and the exploitation of copper reserves. The...
The Islamic Revolutionary Guard Corps announced a shift to sustained attacks on U.S. and allied energy infrastructure, framing the move as retaliation for strikes on Iran's own facilities. The IRGC warned that any further aggression will trigger systematic destruction of...
Spot natural gas prices fell on Wednesday as warmer weather forecasts for the eastern United States are expected to curb heating demand. The modest price decline outweighed a slight uptick in demand driven by a heatwave in the western region....
This is the US off-ramp plan. However the best solution for the west is a joint securitization of Hormuz (secures the strait, makes control over Iran permanent, and creates leverage towards China) US is unlikely to do this alone, thus they...
Do you remember when oil prices topped $150/barrel in the wake of the Libya strikes in 2011? And stayed above that price for most of the next two years? OK, you may not remember it because you probably weren't thinking about...
A recent Power Outage survey ranks U.S. states by electricity cost, showing Idaho as the cheapest at 11.74 cents per kilowatt‑hour and Hawaii as the most expensive at 41.30 cents. Monthly bills reflect this gap, with Idaho households paying about $110 while...
Hey Europe Get ready to spend big at the pump The chart suggests $141 for North Sea Brent But that is the price you pay for being idle on Iran due to your #TDS You would have supported Obama and What's His Name (he...
Utilities are grappling with an "IoT firehose" as smart meters generate massive, continuous telemetry streams. To tame the volume, they are adopting cloud‑based DataOps frameworks that automate ingestion, normalize data, and deliver analytics‑ready datasets at scale. Automated, event‑driven pipelines enable...
Con Edison’s revised interconnection framework, featuring a new two‑part test, has effectively halted distributed battery energy storage system (BESS) projects across 85% of its service area. Clean‑energy groups NY‑BEST and NYSEIA filed an emergency petition with the New York Department...
Where do you get your fake prices though? Make your arguments using truths, not fake figures… South Africa has a bigger lag in fuel prices, the hikes are projected for April and there will be a big jump…. Ask Trump to...
Crude oil prices slipped modestly on Wednesday, with WTI for April delivery down 0.19% to $96.39 a barrel, as traders booked profits after a prior rally. Iraq announced the resumption of oil exports from Kirkuk, limiting shipments to 250,000 barrels...
U.S. CRUDE OIL imports into the Gulf Coast (PADD 3) surged to the highest for almost six years last week as refiners and traders prepared for a possibly prolonged disruption of exports from the Persian Gulf. Crude imports into the...
Emerging Asia is sprinting toward electric independence to crush fossil fuel fragility. Fossil fuel wars will only accelerate this trend ➡️Viet Nam: 38% EV sales share, ahead of EU ➡️Singapore: Leading the charge at 50%+ share ➡️Indonesia: 15% share, more than US ➡️Thailand: 21%...
The White House has temporarily waived the Jones Act for 60 days, easing U.S. vessel restrictions amid heightened geopolitical tension. Simultaneously, the war in Iran and a Greek tanker attack in the Black Sea have driven up container rates and...
If Powell focuses more on the upside risks to inflation ( which is likely going to be the case ) I believe Oil can see some initial downside on this due to possible future demand contraction concerns. If that becomes the case...
LEGO announced plans to build an 80‑acre solar park at its new $1.5 billion Virginia manufacturing complex, its first U.S. factory. The project will install over 30,700 ground‑mounted panels (22 MWp) and 10,080 rooftop panels (6.11 MWp), aiming to meet 100 % of the...
Baltic Towers has signed a supply agreement with Siemens Gamesa Renewable Energy to provide the largest batch of offshore wind turbine towers for the Baltica 2 project. The 2027‑commissioned farm, co‑developed by Grupa PGE and Ørsted, will deliver power to roughly 2.5 million customers...
Avantus and Toyota Tsusho America have completed the 159‑MW DC (125‑MW AC) Norton Solar Project in Runnels County, Texas, marking the latest addition to the state’s utility‑scale solar portfolio. Construction, which began in August 2024, was executed by Avantus with RES...
russia sending two shipments of oil. and gas to…cuba. will president trump order interdiction? i’d say pretty good chance he will.
Let's unpack this.. What if the White House has no intention of reopening the Strait of Hormuz? What if this war is really about ships & tariffs? I had a long discussion with senior DOE official yesterday on background. I can’t share...
Japan's New Energy and Industrial Technology Development Organization (NEDO) has issued new design and construction guidelines for flexible photovoltaic (PV) and perovskite solar installations, focusing on structural load, frameless mounting and flammability. The standards target low‑load rooftops and building walls...
Today on Volts: Kunal Girotra applied the lessons he learned from starting Tesla's home-energy business to Lunar, a startup sells simple, modular home battery & software systems. The idea is to make solar panels, smart devices, & VPPs "plug &...
In my latest @ColumbiaUEnergy Energy Explained blog post, Neelesh Nerurkar & I argue that restricting US oil exports, once again reportedly being discussed in DC, would backfire—offering little relief to US consumers while imposing more significant economic and geopolitical costs
If Hormuz is still closed in a month (it likely will be), this is going to turn into "We are doing more not-QE RMP's into an oil spike, but we are NOT monetizing deficits" so fast that investors heads will...
Not looking good. Crude exports down between 25% and 67% from the Middle East, depending on country
Several "dogs that didn't bark" in one headline: -Iran warned ahead of time it would hit Ras Laffan. -It fired five missiles (which it is said to be running out of.) -Four were reportedly intercepted, but one got through. -Investor consensus remains...
Israel has hit Iranian energy infrastructure for the first time; the strike hit a processing facility tied to the South Pars gas field, which could lead to major electricity shortages in Iran within days. Access my daily coverage of the...
Q: the question is whether we are concerned about Diesel prices. Powell: shakes his head before answering. I gather Powell's preferred commuting vehicle ain't no truck.
"Extensive damage"...have to see where this is exactly, but doesn't sound like Qatar's LNG is coming back soon
Powell seems to have a strong handle on the thinking of oil companies, and what would catalyze further drillling
Powell says US oil companies won't raise production unless they believe oil price shocks will be persistent and they don't believe this. Why can't the Fed say the same?
Oil companies going to make reasoned judgements about prices before boosting production a ton
Someone needs to ask about what happens if sustained high oil prices leads to *higher investment and hiring*
Somewhat heroically presumes they will be "forced to defend it" rather than just accommodating Iran ... which is essentially what some of them and other key consumers were already doing?
The Madagascar?-flagged 74k m3 LPG tankers just entered the Persian Gulf, swinging through the Iranian Checkpoint. https://t.co/flNbjNxP6L
Iran’s Energy Infrastructure Is Now On The Targeting List The attack on the South Pars gas field puts Iran's energy production, which is critical to funding the Iranian government, in the crosshairs. https://t.co/wO4BOtxxHy
Crude Oil Adjusted for inflation the price of Crude Oil is cheap even at $94 Not inconceivable to think about $200 Crude $CL_F https://t.co/AA3Vu3G1AF
While Brent — the most commonly quoted crude oil benchmark — has been surprisingly well-behaved, Gulf oil prices have gone stratospheric. And JPMorgan’s oil analysts worry this could be a harbinger for the rest of the oil market. https://t.co/fD6tZ9vW81...
I know I am piling on here, but a reminder to those of you just tuning into oil markets... The Futures Curve is NOT a forecast... https://t.co/gyYIbj3Xqa
Reminder: Not all crude oil is the same. The U.S. produces mostly lighter and less sulfurous crude oils, but imports heavier more sulfurous crude oils to better match what U.S. refineries are configured to process. https://t.co/NF6jnZrdrY
Ouch. A standard estimate (ballpark) is ~ 10 mbd/ 10% of world supply is now off the market. Some elasticities were closer to -0.1, which implies a price hike of up to $100. This elasticity would...
$UKOIL - Brent oil is significantly outperforming WTI oil for obvious reasons. Both topped around $119.50 last Monday, but while WTI has only reached $98 today, Brent reached $110 at today's high and is close to the 78.6% retracement of...
When I started working on UK energy in 2007, fossil fuels provided ~78% of electricity. Coal alone: 34%. Wind & solar: less than 2%. Today: wind & solar 33%, fossil fuels 28%, coal 0%. The chart below tells the story better...
Israel's reckless escalation in attacking Iran's South Pars gas facilities - hitting onshore processing facilities for Phases 3-6, gives Iran plausible excuse (if it needed it) to hit back against regional energy facilities Neutrals & world energy consumers will suffer https://t.co/Kx7MytxmEn
Another exponential growth multiplier... more energy that twice as efficient. According to Peak Energy, its system cuts the lifetime cost of stored energy by an average of $70 per kilowatt-hour. That’s roughly half the total cost of a typical battery...
20% of global oil flows through the Strait of Hormuz. It's been disrupted for 3 weeks. IEA released 400M barrels from reserves. That tells you how serious this is. https://t.co/KrxQw3KVSX
AEMO is a product of the 90s. Its governance needs to reflect the world we’re in now #energysky -- via Renew Economy: https://t.co/omZiYyslB7 https://t.co/osBifA9CrV
it is true that 2026 is seeing the most sudden shock to oil and gas supply. But both 1973 and 1979 had a very significant effect on long-run output as well. More featured on today's Chartbook Top Links in the...
How Solar Is Getting Squeezed in the Iran War #energysky -- via Heatmap News https://t.co/3AYDpzdzgD https://t.co/toxamsnCxs
