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:
Governments are scrambling to curb soaring oil prices after Iran’s closure of the Strait of Hormuz cut roughly 20% of global supply. The International Energy Agency authorized a historic release of 400 million barrels from strategic reserves, equivalent to about 20 days of deliveries, yet the move failed to lower prices. Tehran is openly targeting $200 per barrel, while the U.S. Treasury signals possible futures‑market intervention and a false Navy escort claim briefly drove prices down 19%. Additional tactics include price caps, rationing, and temporary waivers for Russian oil, all amid hints of a U.S. military plan to reopen the strait.
I don’t know how much clearer I could have been in the latest roundup. 1) the price of oil doubled in a week and the Hormuz closure is 100x works for European and Asian markets. Therefore as long as it...
The @wsj on one of the most sensitive prices across the economic, political and social landscape: “Average regular gasoline prices nationally were around $3.68 a gallon on Saturday, according to AAA, a 23% increase from before the war started at the...
South Sudan officials have sought more than $2.5 billion in upfront payments from CNPC and ONGC, proposing repayment over 54 months via future crude sales. The request comes as the petroleum ministry operates without a political head amid legal battles involving...
Last Sunday night, after being hugely complacent, the market was panicking and Brent briefly went to $120. But then Trump said war would be over soon and it fell back to $80. Oil isn't a one way trip here. There's...
Adani Power Ltd received a Letter of Award from Maharashtra State Electricity Distribution Company Ltd for a 1,600 MW power supply under a 25‑year agreement, with delivery slated for FY 2030‑31. The company won the bid as the lowest‑tariff provider, offering ₹5.30...
India's central government is actively scouting locations in Jammu and Kashmir for new hydropower plants, while reviving three to four stalled projects. Existing stations are undergoing desilting to boost reservoir capacity. Parallel studies are evaluating water‑ diversion corridors that could...
Delhi Chief Minister Rekha Gupta warned against LPG hoarding and panic buying, assuring citizens the supply will normalize soon. Oil‑marketing companies (OMCs) confirmed that domestic LPG supplies remain secure and deliveries uninterrupted. The OMCs issued an advisory urging consumers to...
India used to import 50% of its oil from Iraq, Qatar, Saudi Arabia and UAE (blue). All this oil had to transit the Strait of Hormuz and - recently - this is down to zero. It's this massive hole that's...
So to speak.... “Even the possibility that a hostile power could choke traffic in Hormuz—by far the world’s most vital energy and commodity artery—was considered to be absurd,” McNally told Fortune, largely because it hadn’t happened before. “When I would tell...
The Sustainable Aviation Fuel Association (SAFA) is urging India’s government to tap used cooking oil (UCO) as a feedstock for sustainable aviation fuel (SAF). It recommends extending producer‑responsibility schemes and building robust collection networks across restaurants, hotels and food processors....
India’s government announced a rapid spot‑LNG procurement to offset a 40% supply cut from Qatar, which has jeopardised domestic urea production. Petronet LNG invoked force majeure after tankers failed to reach Ras Laffan amid the West Asia conflict. The first...
Coal India Ltd (CIL), which produces about 80% of India’s domestic coal, pledged to keep electricity prices fair amid the West Asia crisis that threatens imported coal costs. The state‑owned firm holds 122 million tonnes of pithead inventory and 53 million tonnes...
🔴Watch oil prices: In past geopolitical conflicts, stocks were negatively correlated with oil. The longer the conflict lasted and the higher oil prices went, the deeper the drawdown, with the worst being -19.3% during the 2011 Libyan Revolution 👇 https://globalmarketsinvestor.beehiiv.com/p/the-iea-has-proposed-the-largest-emergency-oil-release-from-strategic-reserves-in-history
State‑owned oil marketing companies (OMCs) are weighing a freeze or discount on the refinery transfer price (RTP), paying refiners less than import‑parity rates to curb losses from a retail fuel price freeze. Global crude prices have surged above $100 per...
The Philippine National Police (PNP) announced intensified monitoring of gasoline stations that abruptly close amid soaring fuel prices linked to Middle East tensions. Police Chief Jose Melencio C. Nartatez warned of possible hoarding and price manipulation, pledging swift action against illegal closures. The...
Escalating Gulf tensions have reignited a sharp rally in oil, with some analysts speculating prices could approach $250 per barrel. The piece ties this surge to a concurrent rise in gold, arguing that the gold‑oil ratio serves as a key...
Here it comes. Covering : - US Strike on Iran's Kharg Island - Impact on USOIL & trade idea with targets - Why Gold ( XAUUSD ) isn't moving higher & whats next for it - Stagflation update & its impact - US Indexes update &...
Good Morning from Germany, where petrol prices have reacted much more sharply to the oil shock than in the rest of Europe. Excluding taxes and duties, petrol currently costs about 94 cents per litre at the pump in Germany, compared...
New research from ETH Zürich and PSI finds that electric vehicles paired with off‑grid solar can already be cheaper than petrol cars in many African markets, especially where financing conditions are favorable. Falling battery prices and expanding global EV production...
We need to restructure the pricing of electricity in this country. Time to break the tie between wholesale gas prices and electricity. It would help stabilise the price of power in the current oil and gas crisis
Italy is reviving its nuclear program after a 40‑year ban, driven by soaring gas prices and energy security concerns. Prime Minister Giorgia Meloni’s cabinet approved a legal framework in 2025, targeting a national nuclear strategy by 2027. The government is consulting...
And there you have it: Just 2 weeks later, a $63b payday for the few; a planetary disaster for the rest of us. The sun doesn't send a bill, but Big Oil certainly does - and countries pay for it...
Kevin O'Leary warned that Iran's threat to mine the two‑mile‑wide Strait of Hormuz underscores the world's ongoing reliance on oil. He highlighted that oil is the only commodity used across every sector, including by adversarial nations. O'Leary noted that securing...
While I make my case that the Strait of Hormuz should be renamed “Dire Straits” this is your friendly reminder that oil dependency fuckin’ sucks and today is a great day to support renewables.
The global energy transition won’t scale without people. Newly qualified energy workers aren’t keeping pace with demand, and without a ~40% increase in trained entrants by 2030, the skills gap will widen fast. This is where #AI, digital skills, and reskilling become...
Diesel and gasoline prices in the Philippines are set to spike again this week, driven by the ongoing war in the Middle East. The Mean of Platts Singapore benchmark, combined with freight costs, suggests diesel could rise up to P23...
Oil is the only commodity on Earth used in every single sector of every economy. Even our adversaries need it. The Strait of Hormuz is two miles wide, and Iran is threatening to mine it. Whether securing it costs $2...
Air-based photovoltaic-thermal system can achieve significant energy savings in buildings #energysky -- via pv magazine global: https://t.co/8Kr4yYWSUZ https://t.co/g2KHuOb4Q1
The article lists the ten best oil stocks to buy, using a Finviz screen and hedge‑fund sentiment data through Q3 2025. It highlights how the Iran‑related supply shock is driving oil prices higher, a theme echoed by analysts on CNBC. Recent...
The WSJ reports: "The U.S. economy is less exposed to oil shocks today than in prior decades." But, today’s economy shows strain in airlines, farms, autos. Airlines face soaring fuel costs. Farmers face higher fertilizer prices. Rising gas prices threaten US autos. https://t.co/bOpYCs0pCD
The central focus of The Trump War being oil access and delivery and control against this backdrop of climate impacts from fossil fuels…
Meralco announced scheduled power interruptions across Metro Manila and the provinces of Batangas, Cavite, Laguna, Quezon and Rizal this week. The outages, ranging from early morning to afternoon, stem from line reconductoring, pole replacements and the installation of primary line...
A whale has opened a $4,771,000 Oil long position with 10x leverage. Liquidation Price: $97.4 https://t.co/8OPXJ2x8ho
I’m really concerned that when people take this one step further and learn that the US is actually selling oil to other countries that the public’s demand for an export ban will become overwhelming.
We have the technology to implement this improvement over the generator interconnection process in many ISOs. Study cost can be accelerated and should be put into a real-time posture using AI.
Press the translate button. Remember what I mentioned before: The resumption of oil exports form Northern Iraq was forced by the Trump administration. None of the parties are happy, especially the KRG.
COLUMN: While the price of Brent and WTI crudes remain well below their record high, the cost of fuel oil has surged above the 2022 and 2008 peaks. The surge is a big problem for the workhorse of globalisation: the container...
Good news on a Sunday and in times of an energy crisis: the number of heat pump installations in the UK last year was over 4x higher than in 2020 new government figures confirm. https://t.co/CsxB2ff5P9
Italy explores nuclear return after 40 years as energy costs hit https://t.co/fQurGswR6n via @Alemrome @Al_Brambilla @donatopmancini https://t.co/Cq5A96SJHB
Shandong’s Massive Offshore Solar Farm Generates 1.78 Billion kWh Annually While Preserving Farmland by @tweetciiiim #Sustainability #RenewableEnergy #CleanEnergy https://t.co/13ti2nFS3Z
Someone opened a $11,402,000 Oil long position yesterday. If Oil drops to $88.4, he will be fully liquidated. https://t.co/7YNdGzV93U
Met someone tonight who works at a biodiesel plant. Said production is ramping hard and demand is strong. More notably, they use an insane amount of soybeans. 🤔
As they said at the White House, "who could have imagined Iran would block the Straits of Hormuz?"
⭕️A large number of LNG carriers were diverted from Europe to Asia. Will China restarts buying US LNG? Map form @Kpler I added the red arrows
Fusion energy collector Stellar flux harvester Helios tax collector Photonic skim board Starshine siphon Sunbeam monetiser Solar revenue rectangle Daylight saving device Solar panel https://t.co/qgwTnUKIZg
Has the oil shock ruined your weekend? How Morrison’s scare campaign backfired on Australia LNP refused to put clean cars on our roads Instead, we're pumping dirty fuel into our tanks Even worse result in New Zealand, too https://t.co/lyNqVHjmzN @TheDriven_io https://t.co/bdU77eNDOy
By the way, by giving a waiver for Russian crude on water to be sold freely on the market, Trump single-handedly eliminated the "price cap." The "price cap" was one of the lowest-IQ policy decisions in recent years.
"Implied vol in oil options is above 100% (1m, ATM), climbing above levels seen at the peak during the Russia-Ukraine war in 2022 and comparable to those during the pandemic lockdown panic" --DB
Energy Storage Inspection 2026: Fox ESS, SMA, SAX Power, Kostal and BYD impress with high efficiency #energysky -- via pv magazine global: https://t.co/jpdHwBbjHa
