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:
VSB Gruppe secured a permit to build the Pfaffenhausen wind farm in Hesse, authorising five Vestas V172 turbines with a total capacity of 36 MW. Construction is slated for the end of 2026, contingent on winning the Bundesnetzagentur auction. The farm will supply electricity for roughly 34,000 households and generate revenue for nearby municipalities under Germany’s Renewable Energy Act. VSB views the project as a step toward Germany’s climate‑neutral energy target and broader European energy security.
EDF Power Solutions Ireland has started construction of the 80 MW Taduff Solar Park in County Roscommon, slated for completion in spring 2028. The solar farm will generate enough electricity to supply roughly 20,000 homes and help Ireland meet its 2030...
Choosing the right carbon accounting platform is critical for sustainability teams, as it can streamline data collection, reduce costs, and turn emissions reductions into competitive advantage. Experts recommend evaluating core capabilities such as reporting, forecasting, and efficiency analysis, as well...
At the Energy Storage Summit 2026 in London, independent power producers BW ESS, R.Power and Econergy shared insights on their large‑scale battery energy storage system (BESS) deployments across Europe and Australia. The executives highlighted recent project wins, evolving financing structures, and the...
Professor Tim Nelson, former chair of the National Electricity Market Review, warned that Australia’s power system has fundamentally shifted from fuel storage to energy storage, rendering legacy market rules obsolete. He highlighted a financing “tenor gap” where banks demand long‑term...
Zelestra has signed bilateral renewable energy contracts under Italy’s Energy Release 2.0 framework, totaling 1.5 TWh. The flagship deal with Burgo Group provides 950 GWh of renewable electricity, giving the paper producer stable supply and lower market risk. The agreements support Zelestra’s plan...
Zelestra has secured bilateral renewable contracts totaling 1.5 TWh under Italy’s Energy Release 2.0 scheme, including a 950 GWh long‑term supply deal with paper manufacturer Burgo Group. The agreement gives Burgo stable, renewable electricity, shielding it from wholesale market swings and supporting its...
Spiorad na Mara, a 900 MW offshore wind project off the Isle of Lewis, has lodged its planning‑consent application with Scotland’s Marine Directorate. The development is a joint venture between Northland Power (75.5%) and ESB (24.5%). If approved, the farm could...
Researchers at RMIT University have created a fabric coated with nanodiamond particles that can pull heat from the body and release it, lowering skin temperature by about 2‑3 °C. The diamonds are synthesized from carbon waste such as plastic, making the...
Platinum, long‑held as the benchmark electrocatalyst for acidic hydrogen evolution, is shown to absorb hydrogen and deuterium deep within its lattice rather than merely at the surface. Operando quartz crystal microbalance measurements revealed an irreversible mass increase during water splitting,...
The episode explores India's challenge of decarbonising its heavy‑industry and power sectors, focusing on sector‑specific roadmaps, technology portfolios, and financing mechanisms. Amit Sharma emphasizes a phased, integrated approach that blends energy efficiency, circularity, electrification, hydrogen‑based DRI, and carbon capture, tailored...
China’s central government announced a target of over 100,000 fuel‑cell electric vehicles (FCEVs) by 2030, more than double the roughly 40,000 on the road today. By the end of 2025 the country operated 574 hydrogen refuelling stations capable of dispensing...
Ofiniti, an Oslo‑based spin‑out of DNV, raised $6.8 million in a growth round led by Verb Ventures, bringing its total capital to $9 million. The funding will fuel its expansion beyond Singapore, where it commands roughly 40 % of the digital bunkering market,...
One has to be out of their mind to buy a petrol car - or bus, or scooter, or heater - today if they're even remotely cognizant of the reality around them ➡️New @EmberClimate report shows 75% of the world is...
The European Investment Bank (EIB) is hosting a market outreach webinar for hydropower stakeholders, showcasing upcoming EIB‑financed projects in Africa, the Eastern Neighbourhood, the Western Balkans, and Asia. The agenda includes a procurement office presentation, sector overview with lending figures,...
The closure of the Strait of Hormuz and QatarEnergy’s force‑majeure on LNG have removed roughly 20% of global supply, sending European gas prices soaring to double their previous levels. In reaction, EU policymakers are softening carbon‑pricing mechanisms and methane measurement...
Equinor announced a new oil discovery in the Polynya Tubåen prospect, estimating 14‑24 million barrels of recoverable oil equivalents. The find will be tied into the Johan Castberg field, which already holds 500‑700 million barrels and aims to add another 200‑500 million barrels. Production at...
Maybe I don’t understand the mechanism fully but is now not the perfect time to decouple the price of electricity from the wholesale costs of gas? Have we reached a break point where renewables are enough of our main electricity...
OIL: correcting for Touristy PMs to "wonder" and worry about Taco Time We'll provide the longer-term #Quad3 Bull Case for Oil/Energy Stocks on our Q2 Macro Themes at 11AM @HedgeyeTV https://t.co/Q3JztwjwmV
Zimbabwe’s government announced it will finalize the Petroleum Production Sharing Agreement with Australian explorer Invictus Energy by the end of 2026, extending earlier timelines. The PPSA is the legal cornerstone that will allow Invictus to move its Cabora Bassa project...
NEW ODD LOTS: It’s the return of the legend Bob Brackett @tracyalloway and I talk to Bernstein’s top commodities researcher about war in Iran and how natural gas flows are being reshaped all around the world. https://t.co/DlSfweVsgl
Energy prices in perspective Oil price currently ~$100/barrel - but well under price in 2022-23 when Russia invaded Ukraine Coal price also up bigly ~$130/ton - but also not as bigly as the insane 2022-23 price in Russian war on Ukraine (price down...
GE Vernova and Japan’s IHI Corp. successfully demonstrated full‑scale combustor components for GE’s F‑class gas turbines operating on 100 % ammonia at full load, marking the first such test at IHI’s Large‑Scale Combustion Test facility. The joint effort aims to commercialize...
Europe's LNG imports have gone from 3% of gas supply in 1990 to nearly 50% today. We replaced Russian pipeline gas with LNG at record speed. But we replaced one dependency with another. That's why Europe is so exposed. Answer is transforming demand...
The UAE's ADNOC stores crude at KNOC's Yeosu site. The report, if correct, suggests 18 million barrels is what it has in storage there.
Australian grain markets are holding steady, with wheat around $300‑$330 per tonne and barley modestly firmer, while canola trades in the high $600s‑low $700s. In stark contrast, energy commodities have surged—crude oil sits near $95 a barrel, up about 50 %...
Goldman > While not our base case, we would not rule out US export restrictions. If implemented, they appear more likely for refined products than for crude oil.
Products matter as we don’t consume crude but the by products. The Philippines is vulnerable to export bans of not just diesel and gas but also eventually food should the conflict endures.
Iran has signaled it may intensify attacks on the Gulf’s oil and gas infrastructure, targeting tankers, pipelines and offshore platforms. The threat follows a series of drone and missile strikes on regional shipping and heightened tensions over sanctions and Israel‑Iran...
If you heat with oil you are exposed to sky-high heating oil prices. US heating oil futures are near $4 per gallon and prices have almost doubled since February, driven by escalating disruption linked to the war in Iran and...
Access to electricity unlocks jobs, growth, and better services. But it is not just about access. It must be: ✅ Reliable ✅ Affordable ✅ Productive @WorldBank Read more: https://t.co/wHJ5BOSyke #PoweringAfrica #Energy #AI #WEF26 https://t.co/cPfANbfLFl
Greece abstained from the IMO’s historic climate vote and later announced a joint CO₂‑curbing position with Saudi Arabia, sidestepping the EU’s coordinated strategy. The move could trigger an EU infringement procedure and reflects growing US‑Saudi pressure on maritime decarbonisation. Greek...
GULF STATES want to ensure Iran can never again close the Strait of Hormuz and attack them: https://t.co/dxESxQ3EAf
U.S. court upholds current net billing mechanism, dealing blow to rooftop solar in California #energysky -- via pv magazine global: https://t.co/w0WlbqCtQX
Australia’s National Electricity Market recorded 108 coal‑plant outages over the 2025‑26 summer, 90 of which were unplanned. On average, 25% of coal capacity – roughly 5.3 GW – was offline across New South Wales, Victoria and Queensland. Scheduled maintenance frequently overran, adding about...
Stabilisation Speed: A Differentiator in Grid-Scale BESS Performance #energysky -- via Energy Storage News: https://t.co/CGZ8HeAHQn
Sell the front, buy the future isn’t a trade—it’s a signal. The curve is too cheap in the back. Today’s SPR intervention is masking tomorrow’s shortage. #Oil #EnergyMarkets #SPR #Macro https://t.co/BTcsYGSuK0
The International Atomic Energy Agency confirmed that a projectile struck the Bushehr nuclear power plant in southwestern Iran, though the impact caused no damage and no staff were injured. Iran reported the incident to the IAEA, prompting a public statement...
Libya’s largest oil field is going offline. Sharara exports halted after a pipeline fire—full shutdown within hours. Another supply hit in an already fragile system. #Oil #EnergyMarkets #Libya #SupplyShock
South Africa: Middle East conflict sparks fears of fuel rationing and petrol shortages in South Africa https://t.co/FvxkRqShtg
On Monday, March 16, 2026, Cuba’s Ministry of Energy and Mines announced a complete, island‑wide disconnection of the electrical grid, leaving roughly 11 million people in the Caribbean nation without power. The blackout comes as the country’s already fragile energy infrastructure buckles under...
Me getting ready to catch a lecture about Kharg Island from someone who thought Musk was being aspirational about cutting 2T from the budget so he could 'easily' cut 1T https://t.co/QJ0KEG2k3B
Pakistan’s LNG demand has dropped due to two main factors: 💰 The government hiked gas/power prices, resulting in demand destruction ☀️ In response to high utility bills, consumers and businesses rapidly installed solar panels (highlighted in thread below)
On March 18, 2026, the U.S. Department of Energy (DOE) announced a $26.5 billion loan package that could finance up to 16 GW of new power‑generation capacity across nuclear, solar, wind and gas projects, marking the largest single financing effort in the...
The first five oil shocks since 1970 triggered recessions. The sixth one in 2022 didn't. Now we're in the seventh spike. 🔒 Members-Only https://t.co/E0T0q5vh0c
LGES, Tesla partner on $4.3 billion lithium battery cell plant in Michigan #energysky -- via Solar Power World: https://t.co/5y03qYIGM4
GridBeyond’s FlexPilot platform shifts energy‑intensive manufacturers from reactive demand‑response tactics to predictive intelligence that blends real‑time operational data with forward price forecasts. The solution lets plants simulate schedule adjustments, inventory builds and asset controls before market spikes hit, reducing exposure...
Hawaii’s long-awaited plans to import LNG are advancing… with the help of Japan 🇺🇸 🤝 🇯🇵 🚢 Jera met with US officials about building it a floating LNG import terminal and gas-fired power plant 🛢️ Meanwhile, Hawaii looks to wean its power...
Danish renewables giant crowns royal visit with inauguration of Australian solar farm #energysky -- via Renew Economy: https://t.co/EYo5NkJw0e https://t.co/iKLeVymOsU
Iranian FM Araghchi is talking of a new "post-war arrangement" for the Strait of Hormuz. Would be interesting to see what other details emerge. Right now, the markets are more focused on what kind of "war arrangement" might fall into place, if...
