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 Philippines faces a looming fuel shortage, with national reserves estimated at only three to four weeks of supply. The crisis stems from Iran’s restriction of the Strait of Hormuz, a key conduit for 20% of global oil, which has choked the country’s 95% import‑dependent market. Lacking a state‑run strategic petroleum reserve, private inventories are thin, leaving diesel prices at a record PHP 100 per litre. In response, Manila has opened talks with Russian energy firms as a last‑ditch emergency source, while also exploring short‑term demand‑reduction measures.
Australian researchers led by CSIRO have demonstrated the world’s first proof‑of‑concept quantum battery, proving that a quantum system can charge, store and release energy. The laser‑charged organic microcavity prototype exhibits a counter‑intuitive effect: it charges faster as its size grows,...
Wales first part of UK to mandate solar panels on new buildings #energysky -- via pv magazine global: https://t.co/WW6h40btPW
Vulcan Energy secured its first lithium production licence for the Lionheart project in Germany, clearing a critical regulatory hurdle and moving the $3.9 billion venture toward production. The licence, LiThermEx, covers the Insheim geothermal area and is valid for six years,...
EVs helped avoid the use of 2.3 million barrels of oil daily last year. By 2030, that number could more than double to 5.25 million barrels https://t.co/ipPiTXbIvV
SLB OneSubsea secured a multi‑well integrated EPC contract from China National Offshore Oil Corporation for the deep‑water Kaiping 18‑1 field, covering 20 wells. The agreement includes delivery of standardized subsea production hardware—dual electric submersible pumps, gas‑lift and gas‑injection horizontal trees, manifolds,...
The episode examines how the recent surge in oil prices, driven by the Middle East conflict, is affecting U.S. shale production and global economies. CEO Mike Eastman of Tall City explains that despite higher prices, his company is not altering...
Standard Chartered raised its 2026 Brent forecast to $85.50 a barrel, up from $70, citing a 7.4‑8.2 million bpd supply cut from the Middle‑East war and limited off‑ramps. The bank projects quarterly Brent prices ranging from $78 in Q1 to $98...
Russia's state nuclear corporation Rosatom condemned a strike that hit the area adjacent to the metrological service building at Iran's Bushehr nuclear power plant. The incident caused no injuries and radiation levels remained within normal limits, according to Iranian officials....
President Donald Trump announced plans to restart production at an offshore oil field off California’s coast that was shut down after a 2015 spill. The field, long held in a regulatory limbo, could add several thousand barrels per day if...
Benchmark crude oil prices surged to multi‑year highs on Tuesday after Iran struck a critical Gulf oil terminal and Israel reportedly killed Iran’s security chief in a bombing. The attacks heightened concerns over regional supply disruptions, prompting traders to bid...
If you are trying to get basic, up to date, statistics on the U.S. oil and gas industry - @APIenergy has you covered. Check out our "Industry Explained - Frequently Asked Data Questions" page. Interactive charts that answer regular questions...
Energy Intelligence’s March 2026 update highlights rapid AI integration across the world’s 50 largest energy firms, with national oil companies leading and three regional hubs emerging in North America, Europe and the Gulf. Simultaneously, the escalating US‑Israel‑Iran conflict is disrupting...
April natural‑gas futures on the NYMEX edged up 1 cent to $3.033 per million Btu, keeping the contract near the psychologically important $3 handle. Gelber & Associates highlighted a tug‑of‑war between brief late‑season cold snaps and a broader spring‑warming trend,...
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South Africa’s Mineral and Petroleum Resources Minister Gwede Mantashe announced plans to ease regulations and accelerate oil and gas drilling, including fracking, as global oil prices spike amid the Iran conflict. The move aims to reduce the country’s heavy reliance...
Oil prices surged on Tuesday, with Brent climbing to $103.42 a barrel and U.S. crude reaching $96.21, reflecting a 2‑3% jump amid heightened geopolitical tension. President Donald Trump warned that NATO allies are unwilling to join a U.S.-led naval escort...
Bank of America recommends master limited partnerships as a high‑yield, low‑valuation play amid volatile oil prices. The firm cites MLP‑focused ETFs TPYP (3.3% yield) and MLPX (4.1% yield), both up about 20% in 2026, and highlights Energy Transfer’s 7.1% dividend...
The Iran‑Israel war has shut the Strait of Hormuz, cutting off a vital source of petro‑capital that Gulf sovereigns traditionally channel into global finance. This disruption threatens the $1.4 trillion of assets held in UAE financial hubs and has already forced...
China is grappling with a global energy shock that has widened the price gap between its domestic fuel and the higher rates in neighboring Hong Kong. The disparity, driven by lingering subsidies and import dependence, prompts Hong Kong motorists to cross the...
On February 13, 2026, the 419th Fighter Wing Reservists executed Operation Windlord, the first-ever military airlift of a containerized microreactor. The mission moved a reinforced steel‑framed nuclear power unit from March Air Reserve Base, showcasing the Department of War’s ability to...
Renewable energy’s rapid cost declines are outpacing traditional utility models and municipalization efforts aimed at lowering consumer rates. The authors argue that buying outdated utility assets carries financial risks, including overpaying, stranded‑asset exposure, and uncertain savings despite cheaper municipal debt....
Cuba's power grid collapsed, leaving roughly 10 million people in darkness amid a U.S. oil embargo. President Trump publicly threatened to "take" Cuba, while Havana announced reforms to invite diaspora investment and permit U.S. commercial activity. At the same time, Colombian...
The uranium market is entering a critical juncture as nuclear power demand accelerates while supply tightens. At the PDAC conference, Cameco’s president and a UxC analyst warned that structural constraints—geopolitical disruptions and project development risks—could reshape pricing and security for...
The New Jersey Board of Public Utilities approved incentives for three transmission‑connected battery projects totaling 355 MW and simultaneously opened a solicitation for an additional 645 MW of standalone or solar‑plus‑storage capacity. The combined 1 GW procurement meets the BPU’s short‑term target and...
The UK government is considering extending its £50 million heating‑oil subsidy to include liquefied petroleum gas (LPG), giving local authorities discretion to apply the aid. The scheme, which starts on 1 April, allocates £27 mn to England, £17 mn to Northern Ireland, £4.6 mn to...
India’s power grid is undergoing rapid consolidation as renewable generation surges, with the country adding roughly 30 GW of solar and wind capacity in 2023 alone. State‑run utilities are merging transmission assets to create larger balancing entities capable of handling intermittent...
"If oil stays at $100/bbl for the full year, OBBB tax benefits (+$800 per tax filer) will be fully wiped out, assuming a 0.15% increase in core CPI per +10% in Brent oil. By income group, the bottom 80% will...
No one told Rubio that the United States is blocking oil shipments to Cuba. Trump wants to keep in the dark on this.
The U.S. Department of Energy announced up to $500 million in grants to expand domestic production of critical minerals for advanced batteries, marking its third funding round since 2022. The Office of Critical Minerals and Energy Innovation will fund up to...
PANTHEON MACRO: In a $150/barrel oil scenario, “we think inflation would peak in Q2 at about 6% ..” https://t.co/lFerTyCGCR
An update on a critical chart: Gasoline prices continue to climb, but attention should now shift to food prices, which have yet to follow. Expect policymakers to call it transitory again, even as resource prices — despite volatility — remain elevated by...
Paua, a leading UK commercial EV charging network, has partnered with DAF truck dealers Motus and Ford & Slater to launch 16 new shared charging sites at their depots. The sites, integrated into Paua Share, allow any brand of electric HGV to...
Plenty to talk about this week as @MrMBrown and I resume our weekly podcast. Amongst other things we'll be looking at crude oil's impact on markets which could well reverberate for some time #oilcrisis https://t.co/B6h8K0JLAj
SCOOP: The Trump administration intends to take additional steps to ease sanctions on #Venezuela’s oil sector in an effort to increase crude production as the #Iran war sends prices surging, sources tell me @GaripPatricia @peterbmillard @zerpius. https://t.co/aefUIb9tHJ
Iraqi Kurdistan authorities have come under strong U.S. pressure to get this done. Not a lot of oil (~300,000 b/d) but it’s better than nothing.
$UGA Daily. "You're gonna need a bigger jawbone." White House trying to talk down oil & gasoline prices. But gasoline futures ETF still stretching out higher. https://t.co/vicHCJhxQx
Amid commodity chaos, it’s time to learn more about energy markets. One of the best educational resources is Palgrave Handbook of International Energy Economics. Covers everything from replacement value of energy assets to detailed S&D dynamics👇 https://t.co/v8BqCYbaZB
2 main re-routing avenues available to Gulf oil producers are: 1. Saudi East-West line 2. UAE's pipe to Fujairah As of yet, we're seeing ~half of what we hope will be the 4-5 MMbpd of East-West flow. And virtually nothing extra from Fujairah. Theoretical vs...
$XLE Over $SPY Still In Play A fab long recommendation to clients since January - now overbought. But that doesn't mean it's done ;-) #OOTT $WTIC https://t.co/mlMJdgqOFk
"Global airlines sounded the alarm ... over soaring jet fuel prices triggered by the US-Israeli war against Iran, warning of hundreds of millions of extra costs, higher fares and cuts to some routes." Delta fuel costs up by $400mn for March...
Fascinating that the way @energy elects to show oil is with it leaking out of its containers and spilling over ground in what would certainly induce all sorts of fines.
Gonna say it again: there is no EV equivalent for jet fuel... #Refiners $VLO $PBF https://t.co/5A8N3DTrOh
Cuba is engulfed in a nationwide power grid failure. Systemic collapse is coming to Cuba very soon. Full analysis available on Patreon ➡️ https://t.co/VNJoHISo7E #energy #cuba #geopolitics https://t.co/SR0KrsR1o3
Keep Hormuz closed long enough and it is a mathematical and logistical certainty. The only debate is "How long is 'long enough' to make that happen?"
RBOB gasoline futures $3.12 - that's very close to the spike high Sunday night last week https://t.co/x2eJ04zPio
Oil prices climbing to $125 could shift the global economic outlook – Morgan Stanley’s Seth Carpenter @seekingalpha https://t.co/W6t7v236nu
Oil futures having a hard time rising much in anticipation of the scarcity barreling down toward us all when—as we saw last week—jawboning can dump prices by $10 and blow folks out We'll need physical markets to drag paper barrels to...
$USO There's a lot going on behind the CL chart, lots of inflationary stuff we will see as the year goes on https://t.co/QQRYWzhzi2
Pakistan looks like the Asian energy importer that is most at risk because of the closure of the Strait of Hormuz. More at today's Chartbook Top Links: https://t.co/7rDXmrxVqy
Very good meeting with Greece's Minister of Economy & Finance Kyriakos @Pierrakakis, the President of the Eurogroup, at IEA HQ in Paris We discussed recent developments in energy markets amid the war in the Middle East and the potential economic implications...
