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:
U.S. natural gas futures slipped on Monday despite a cold snap that boosted heating demand. A rebound in deeply negative West Texas prices lifted the national average, masking softness elsewhere. European TTF gas and U.S. WTI crude stayed above recent levels, reflecting ongoing geopolitical tension from the Iran conflict. Regional cash markets diverged, with Eastern prices rising while the Permian Basin fell.
Today marks the second Monday in a row where - after a weekend with lots of alarmist talk about how high prices will go - Brent has fallen. That tells you a big risk premium is priced and it's not...
🚨 NEW POST 🚨 Latest OPEC+ production data heading into the Iran War, as well as estimates of how much production has already been shut in across the Gulf By my tally we're currently sitting at ~8.5 MMbpd confirmed shut it, with...
The ABC series Foreign Correspondent aired a special on Trump’s aggressive push into Venezuela’s oil sector, highlighting U.S. intervention aimed at reviving the country’s faltering industry. The episode follows journalist Sandra Gathmann and a local crew as they document on‑the‑ground...
Gas in the U.S. is now up 25% since the war began and 21% from a year ago. Source: WSJ
Taking Kharg Island (variety of ways) "kind of checkmate" - General (ret) Jack Keane, Chairman @TheStudyofWar , on @FoxNews "The Straits of Hormuz eventually will be a problem that will be solved, but not immediately. Kharg Island; Kharg Island,...
The latest NVIDIA AI processors are forcing federal agencies to confront unprecedented power and cooling requirements. Agencies must secure trusted partners or conduct assessments to size generators, UPS systems, and transfer switches, while private‑sector spenders are willing to invest over...
"Shipping Insurance Costs for Hormuz Passage Surge After Vessel Attacks" https://t.co/Aq3e4lGXyX "Details of a plan for the US International Development Finance Corporation to help insure tankers are still unclear." https://t.co/mC9xKl2B7o
#Cuba’s electric grid suffered a total power failure Monday as the island nation struggles with fuel supplies amid a de facto US oil blockade to pressure the communist government. https://t.co/5NRxiUILHa
Kevin Hassett told CBS’s Face the Nation that the US economy will not be harmed by the US‑Israel‑Iran conflict, citing abundant domestic oil production and a steep decline in futures‑based oil prices. He argued the temporary 20% disruption to global...
Lots of pessimists are hanging their hat on Iran being "tough" and "resilient." And yet, there are rumors all over of IRGC essentially letting VLCCs go through... for a fee. Hormuz is either shut or it is not. You're not...
“Brilliant economics”: Offtake deal seals delivery of Australia’s biggest solar-battery hybrid project #energysky -- via Renew Economy: https://t.co/hURGK7srcY https://t.co/QoJiVH90r5
Rapid‑charging technology is moving from prototype to commercial deployment, promising to refill electric‑vehicle batteries in minutes rather than hours. Automakers and battery firms are unveiling ultra‑fast chargers that can add 300‑plus miles in under five minutes, leveraging high‑voltage (800V) platforms...
Well, Iran finally managed to hit an oil field. Stay tuned for how much damage and how much production may be offline for how long
Even the chief of UK Renewables sees the case for continued UK investment in North Sea oil and gas. https://t.co/vt512DuEz7
Kinder Morgan filed a FERC application for the Texas Access Project, a 1 Bcf/d natural‑gas pipeline linking East Texas supply to the southwest Louisiana LNG corridor. Woodside Energy Group signed a 20‑year anchor shipper agreement, guaranteeing demand for the pipeline. The...
Terra Energy Center is pouring $1 billion into a deal for a planned coal project in Alaska, marking the first investment in new US coal power in more than a decade. https://t.co/0TKJrH8osM
LINK: https://t.co/Iz3LToWVCF A flotilla of Oil Tankers Carrying Saudi Arab Light Crude to Asia Map form @Kpler
A new study by the INGAA Foundation estimates that the United States and Canada will require roughly $1 trillion in new pipeline capital by 2052, translating to $40‑48 billion annually. The analysis, conducted with the University of Houston, Wood and ESMIA, evaluates...
My take on the effect of the US-Israel war on India: "It will hit India particularly hard if the price of oil hits $120 / barrel or $200 / barrel because India is the third largest oil importer in the world."...
I believe this is the first sucessull Iranian attack against an **oil / gas field** since the war started (previous strikes against oil facilities involved refineries, terminals, and storage tanks). (Althought the tweet calls it an oil field, it likely...
The latest episode of Dan Heath’s podcast *What It’s Like to Be…* spotlights Elden Rivas, a veteran lineman in Houston, Texas, as he recounts restoring power after a tornado, working from helicopters in Faraday suits, and surviving a collapsing utility...
While all the attention is (naturally) on Iran, don't lose sight of Cuba. The Caribean island has just suffered a country-wide blackout as it struggles under a de facto US oil embargo. Nightime protest have erupted in several Cuban cities in...
Alabama senator seeks statewide ban on solar installations #energysky -- via pv magazine usa: https://t.co/yvZX12Fplf https://t.co/vSDOQqoXTq
EU foreign ministers signaled they will not deploy naval escorts in the Strait of Hormuz until the United States clarifies its Iran strategy. German Foreign Minister Johann Wadephul said Germany needs explicit goals from the US and Israel before committing...
Heat pumps are a key lever to become independent from fossil fuel imports. I'm quoted in this piece by @KarlMathiesen @politico on what installing a heat pump in the UK is actually like for consumers. TL;DR: There is some room for...
This is a rare Russian LNG shipment going through the Red Sea to Southeast Asia. Why is it rare? Because neither the LNG nor the carrier is sanctioned, and most likely it is not going to China. All previous...
Antares Nuclear, founded in 2023, secured $96 million in Series B funding (bringing total capital to about $130 million) to build modular, transportable reactors for hard‑to‑reach energy deserts. The startup is targeting the U.S. military and aerospace sectors rather than commercial data centers,...
Ok, first of all, supertankers cost roughly $125 million new. Fully loaded with 2 million barrels of crude, the total value of cargo is $180 million at $90 per barrel. That’s $305 million total. POTUS doesn’t have his facts straight...
The US-Iran conflict pushed oil past $100 a barrel. This is going to keep inflation elevated. Elevated inflation stops the Fed from cutting, which isn’t good for risk assets. I don’t see a super cycle this year only lower lows as stated many...
Clēnera, the U.S. arm of Enlight Renewable Energy, secured US$304 million to fund the 120 MW Crimson Orchard solar‑plus‑storage project in Idaho. The development pairs 120 MW of photovoltaic capacity with 400 MWh of battery storage and is under construction in Elmore County. Clēnera...
Increased spacing between solar module rows boosts agrivoltaics viability #energysky -- via pv magazine usa: https://t.co/M3WeMDt4YT https://t.co/qtSnQK9LbZ
Gas prices are rising, so to avoid pain at the pump, even petrol-heads are reconsidering EVs https://t.co/bUjKs9ok26
Critical Loop, founded in 2023 by Bala Ramamurthy, Andrew Grinalds and Lydia Maher, creates mobile microgrids that can deliver megawatts of power within weeks. The company targets energy‑desert locations such as islands, remote military bases, and high‑demand industrial sites. Falling...
Global solar capacity to reach 6 TW by 2031, says GlobalData #energysky -- via pv magazine usa: https://t.co/yvd8OuX6zM
I’ll be presenting this slide during a speech tomorrow to the Texas Agricultural Cooperative Council. Three of the world’s poorest countries — combined population: 1.8B people — will be hammered by the shutdown of LNG shipments through the Strait of...
Researchers at Nagoya University and spin‑out NU‑Rei announced the world’s first heteroepitaxial growth of gallium oxide (Ga₂O₃) thin films on silicon wafers. The breakthrough relies on a High‑Density Oxygen Radical Source that doubles atomic‑oxygen density, enabling high‑speed homoepitaxial growth at...
There were 4 in the last 24 hours. At some point, the administration needs to just be honest and lay out the facts instead of saying different things every few days, trying to jawbone the oil market, bullying the shipping...
Oil shock is reversing (Strait clearing narrative), curve flattening continues (rate hikes priced in), credit widening (HY spread breakout), and rent collapse vindicates office REIT pressure. De-escalation moves favor equities; watch if $94 oil holds or bounces.
China is reinforcing energy self‑sufficiency as the Iran‑Ukraine war disrupts oil supplies. Xi Jinping’s 2021 oilfield visit underscored a Maoist‑style “rice bowl” doctrine, urging domestic production and strategic reserves. Beijing has accelerated renewable investments, expanded state‑owned oil drilling, and built...
Enormous Top End solar and battery project seeks federal green tick #energysky -- via Renew Economy: https://t.co/hE3OdgnXA2 https://t.co/NCDEplBNdn
💥 We lost about 32% of world traded crude oil supplies. 💥 Rerouting and SPR may cover up to 40% of it AT BEST. Anyone who thinks the rest of the oil industry can stretch its production to cover the GAP knows...
Arbor Energy, founded in 2021 by Brad Hartwig and Andres Garcia Clark, secured a $55 million Series A round to accelerate its modular, turbine‑centered power stations. The company’s 25‑megawatt, fuel‑flexible units aim to supply clean baseload power for AI‑driven data centers that...
Finlight, Atrato merge, target 2GW of operational distributed solar PV capacity in Europe by 2030 #energysky -- via pv-tech: https://t.co/4CImn8i29f
One interesting topic that needs more work: China's push on sodium-ion batteries and whether this is actually more innovation or their acceptance of contraction on their critical minerals dominance (it's more the latter, but anyone can debate me after they've...
ThreeV has launched an AI‑powered computer‑vision platform that automates inspections for power and utility assets. The Multi‑Sensory Asset Intelligence Platform digitizes the entire inspection workflow, turning field‑captured visual data into actionable insights. By detecting equipment failures early, it aims to...
"Dan Pickering...said that while the spot market price for oil was up 65 per cent at $99, it was only up 17 per cent for 2027 and 12 per cent for 2028....not high enough for most producers to get returns...
Gas prices reach highest level since October 2023 as oil holds above $100 per barrel; US stocks jump https://t.co/voUmM6Kcb0
We've had some more popping cleantech news this past week. Below are 10 top stories, as well as the top 10 stories of the past month. - https://t.co/tjPtBy4xDl
Platts Dubai crude (balance of the month) just broke above $150 per barrel. Extreme scramble for Middle Eastern physical barrels continues. https://t.co/HsxSuMbbVJ
