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:
A new Energy Industries Council report finds UK energy projects are stalling before final investment decisions due to persistent bankability challenges. Forty‑four percent of senior executives say bankability has not improved since early 2025, while 34% cite viable off‑take agreements as a prerequisite for financing. Policy, regulatory and technology uncertainties further hinder progress, with only seven of 33 offshore wind projects and three of 120 hydrogen projects reaching final investment. The report calls for clearer policy, state‑backed revenue tools and bankable offtake contracts to unlock capital.
At the Solar Finance & Investment Europe summit, experts noted a shift to soft insurance cycles that is freeing up risk capital and easing financing for renewable projects, even as grid constraints and the need for co‑located battery storage persist....
NET Power, backed by Occidental Petroleum, has postponed the final investment decision for its flagship Project Permian clean‑power plant to the back half of the year. The project, which targets a 400‑MW zero‑carbon output using Oxy‑fuel technology, was previously slated...
Two new battery records on @CaliforniaISO grid: Max battery discharge rate: 56.61 GWh/day Max discharge rate as a percent of demand: 38.0% at 6:55 PM 3/12/26 Batteries met 10.5% of all demand 21st straight & 48/71 (68%) days in 2026 with WWS>100% of demand...
A parliamentary standing committee urged India to draft a comprehensive roadmap for phased adoption of green ammonia in urea, DAP and NPK production. The call comes as urea imports are set to hit a record 17 lt by May 2026, surpassing...
Chinese solar equipment maker Sigenergy has introduced a 166 kW IP66‑rated inverter aimed at commercial and industrial (C&I) solar projects. The unit features nine MPPT trackers, a peak efficiency of 98.7%, and flexible three‑phase AC outputs up to 480 V, while tolerating...
U.S. sanctions on Venezuela's oil sector are intensifying, combining aggressive enforcement such as tanker seizures with narrowly‑tailored licenses for limited oil and diluent exports. The heightened scrutiny is affecting ocean transportation, with regulators, insurers, and lenders examining vessel movements, charter...
President Donald Trump announced that the United States will intensify attacks on Iran for the next week, following a partial 30‑day waiver for Russian oil purchases aimed at easing soaring fuel prices. The statement came as Brent crude hovered around...
Investor‑owned utilities are coordinating to interconnect roughly 39 GW of data‑center and manufacturing loads, representing more than 80 large‑load projects across the United States. The Edison Electric Institute (EEI) highlighted that 20 states have already approved at least one large‑load tariff,...
Four years after the Ukraine invasion, Russia’s state nuclear firm Rosatom has turned civil nuclear exports into a robust geopolitical tool. The company now leads global reactor sales, offering VVER‑1200 and VVER‑1000 plants financed up to 90% by Russian state...
Mexico’s natural gas imports have surged to nearly 7 billion cubic feet per day (Bcf/d), approaching a new record as U.S. pipeline exports climb from roughly 5 Bcf/d in early 2023 to peaks above 8 Bcf/d in 2025‑26. Prices at the Agua Dulce hub...
Historic shipping disruptions in the Strait of Hormuz have halted roughly 20% of global LNG flow, prompting buyers to seek alternatives. The United States, already the world’s largest LNG exporter, is set to nearly double its export capacity by 2031,...
Meanwhile, shockingly, the other major global power is doing the very opposite within its own borders... https://www.bloomberg.com/news/articles/2026-03-13/china-s-new-law-signals-xi-won-t-curb-environmental-ambitions
Okay good, let's say the WH planned for Iran to close the Strait of Hormuz following the attack. 1. The U.S. sold off its helium reserve before waging a war that they knew would disrupt helium exports to allies, which make...
Solar module price growth is now driven primarily by five cost pillars: silver paste, polysilicon, glass, aluminium, and energy‑water inputs. Silver paste remains the largest single expense, with record‑high silver prices in early 2026 inflating cell costs. Polysilicon, accounting for...
Nigeria and South Africa strike a deal to sell oil in Rands. United States responds; “Nigeria needs freedom” - Satire -
Everyone is talking about the impact of closing the Strait of Hormuz on oil and gas. I haven't seen much discussion of the war's impact on helium. Most people think of helium as being a fun gas you use for...
In 1974 Henry Kissinger secured an informal pact that required Saudi Arabia to price oil exclusively in U.S. dollars, creating the petrodollar system that channeled massive dollar surpluses into Treasury securities. The arrangement underpinned America’s ability to run large fiscal deficits...
If the Fed cut rates, bond yields would soar. Crude oil prices are surging due to supply constraints. The market needs demand destruction to restore balance. In plain English, there is not enough crude oil to go around because of the...
Looking at Goldman Sachs Research gives a good timeline for thinking about the Strait of Hormuz * March 4, Hormuz flows would recover in 5 days. * March 9, they pushed that to 10 days * March 11, they extended it again...
The United States announced a 30‑day suspension of sanctions on Russian crude that is currently at sea, aiming to cushion the economic repercussions of the war in Iran. The temporary relief covers roughly 100 million barrels of Russian oil in transit,...
As a climate and energy reporter, I have to admit continued frustration in trying to convince people that electrification is a climate solution, regardless of what is used to generate the power. Sigh...
South Africa’s Crude oil imports Here are the historical amounts of crude oil South Africa imports in for each respective month. Total = 9.5 billion liters (2024) Nigeria accounted for 48% Angola accounted for 15% Ghana accounted for 6% 69%...
WindEurope urges Europe to accelerate domestic renewable electricity after the Strait of Hormuz closure exposed the continent’s reliance on volatile fossil‑fuel imports. The group calls for lower electricity taxes, reallocation of emissions‑trading‑system revenues to industrial electrification, and an expanded EU...
Happy Friday, oil watchers. We're now two weeks into the Iran War and crude prices are up ~$30/bbl. That's roughly a $3/bbl gain per day that the Strait of Hormuz has remained closed, a pace that I expect to continue so long...
So, the Petrol Retailers Association have withdrawn from the meeting with govrenment claiming there's inflammatory language being used by Government ministers' Can't say I blame them.
SunPower announced the completion of its integration of Sunder Energy, a residential solar contractor it bought in September. The deal was valued at $40 million plus 10 million shares of SunPower stock. Sunder, operating in 21 states and Washington, D.C., specializes in...
"Gulf oil shock deepens crisis for Asia’s petrochemicals industry" https://t.co/4C3WI6qHaW "Prices of naphtha have jumped by half since last month to $875 a tonne" https://t.co/rNT2eRMXls
Enel Colombia’s 180 MW Atlántico solar park starts supplying national grid #energysky -- via pv magazine global: https://t.co/qlzQnCmgbL
Ford Pro and ChargePoint have launched a joint venture in Germany and the UK to provide tailored electric‑vehicle charging solutions for commercial fleets. The offering covers home, depot and workplace installations, leveraging ChargePoint’s expertise in site planning, installation and management. It...
Yesterday's post on CL time spreads combined with this image of USO which has time spreads on the same underlying regardless of maturity (CL1) creates a fascinating circle to square. Anyone running the SEC/CFTC jurisdiction RV desk knows the fun...
Iran war reignites debate over U.S. oil exports, which have surged after Congress + Obama lifted a ban in 2015. https://t.co/xCz2d8WdQ1 via @axios https://t.co/kHinCgc4Z7
Bahrain’s Electricity and Water Authority has shortlisted Saudi‑based ACWA Power and UAE‑based Yellow Door Energy to develop a 100 MW solar plant in Bilaj Al Jazayer under a build‑own‑operate public‑private partnership. The project targets commercial operation by 30 September 2027 and forms part...
Oil prices aren't expected to fall anytime soon. Futures markets suggest oil prices are very likely to be high high during the midterms. https://t.co/5A4nd2c298
Supertankers Build Up in Red Sea as Saudi Arabia Races to Bypass Hormuz. The plan and how much the infrastructure can handle. https://t.co/0tUBLK1icp
Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical...
If Iran does this, crude oil prices fall back to bear pre-war levels, and they lose the only leverage they have.
Energy stocks at all-time highs. $SPY at 2026 lows. Chevron, Marathon, Valero ripping. Everything else bleeding. This is not a market. It's two separate markets wearing one coat. https://t.co/yJjS0g4dAU
Everyone wants a Hormuz EZ-Pass but Tehran's primary leverage is keeping the Strait closed to *all* traffic. It's the total supply flow lost—not the destinations— that ultimately matters. And no guarantee that person with whom you're negotiating is controlling the drones. https://t.co/xNoSi9YCh5
The Little Ships of Dunkirk except its small cap investors smuggling oil through the Strait of Hormuz https://t.co/grhS8iKYsL
China may benefit from higher oil prices triggered by Iran war China’s evolution into an “electrostate” may help insulate it from spiking oil prices. https://t.co/oCfxauQUQP
TRUMP: KHARG ISLAND IS 'ONE OF MANY DIFFERENT THINGS' TRUMP: KHARG ISLAND 'NOT HIGH ON THE LIST' At this stage it's pretty obvious that Trump has no interest in further constricting global oil supplies. Even Iranian export flows are a...
Japan adds 5.8 GW of solar in 2025 #energysky -- via pv magazine global: https://t.co/E8kobL8J1P
Closure of the strait is one of the most obvious possible consequences of conflict with Iran...
We know who pays for new transmission. We all do. In PJM, data center growth creates reliability problems that PJM solves with new transmission. Using methods written by the utilities, PJM bills all utilities for new lines, who then bill us.
This is the week that oil markets started to wake up to not-so-short-term supply risks. Unprecedented outperformance of Brent third-month vs front-month in an up market (since at least 1989) https://t.co/moJqCod6kL https://t.co/0wKCN8bKco
US Treasury Allows More Russian Oil Sales to Help Tame Prices. And Putin is laughing as he heads to the bank and thumbs his nose at sanctions. And has needed revenue for his Ukraine war. https://t.co/zWRhldvD7W
PJM has no authority over transmission line ratings. This is a governance and regulatory failure. PJM is now technically able to use more accurate inputs in its transmission system models, but it might not actually be doing so. It's up to...
Japan taps oil reserves as Iran war spreads. Could it give China leverage? With Tokyo and Beijing still at loggerheads over Taiwan, analysts warn Japan’s decision exposes its economic vulnerability Yet another "Iran war gives Beijing leverage' piece, short answer....no... https://t.co/nx95uxzmnh
Brazil’s 439 MW Bom Jardim solar site begins testing phase #energysky -- via pv magazine global: https://t.co/hH761UmFpi
