Energy Blogs and Articles
Energy Blogs and Articles
Energy Pulse
EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
This week saw a flurry of federal actions spanning environmental, election and consumer‑protection policy. The Endangered Species Committee granted Gulf of Mexico oil producers an exemption from the Endangered Species Act, while President Trump issued an executive order tightening absentee‑ballot verification, prompting immediate lawsuits. The Supreme Court ruled that Colorado’s ban on conversion‑therapy talk violates the First Amendment, and the EPA increased renewable‑fuel credit obligations to 26.8 billion for 2026. The Trump administration also advanced a plan to cut the CFPB workforce by two‑thirds and faced court setbacks on immigration parole and homelessness‑grant reforms.
U.S. benchmark WTI has surged above Brent, flipping the long‑standing pricing hierarchy and signaling acute market dislocation. The inversion stems from immediate supply scarcity driven by heightened tensions in the Strait of Hormuz and lingering Russian export constraints. Front‑month WTI...
The article argues that "installed capacity" – gigawatts of wind and solar – is a misleading metric for the energy transition. It represents a theoretical maximum output under ideal conditions, not the electricity actually delivered. China’s rapid build‑out and Europe’s...
The Bespoke Report for April 2, 2026 highlights that oil prices are the primary constraint on equity market movements, especially after a volatile first quarter. Energy stocks posted extraordinary gains and losses, driven by geopolitical tensions and shifting supply dynamics. The newsletter...
U.S. petroleum product exports surged to a new record in April 2026, according to the Daily Energy Report. The increase was most pronounced in shipments to Europe, which captured the bulk of the growth. The report’s “others” category, expected to...
Yale researchers have unveiled a nanoscale method to watch solar photocatalysis in real time, capturing water‑splitting reactions and charge transport at roughly 10 nm resolution. The approach merges amperometric and potentiometric measurements using a quartz nanotip with a platinum core, allowing...
HANetf and Infrastructure Capital Advisors have launched the Nuclear Renaissance UCITS ETF (ticker NUKZ) in Europe, offering investors exposure to the full nuclear value chain—including fuel, construction, advanced reactors and utilities. The fund adopts a diversified, non‑commodity‑centric approach, contrasting with traditional...
President Trump used his latest address to reaffirm that the United States is on track to achieve its military objectives in Iran within a few weeks, signaling a longer‑than‑expected conflict. He repeated earlier claims that the war’s energy‑price impact is...
Guild Investment Management outlines a dual‑track outlook as the Iran‑Israel war spikes oil to $110 per barrel and tightens global liquidity. The bearish case hinges on pre‑existing liquidity contraction, rising inflation expectations, and potential 15‑20% equity corrections tied to oil...
Utilities in at least 18 U.S. states are increasingly adding disaster‑related charges to electricity bills, according to Heatmap and MIT’s Electricity Price Hub. Since 2020, 36 utilities have introduced specific storm‑recovery surcharges that often start as tiny line items before...
U.S. gasoline prices have risen above $4 per gallon, the highest level since 2022, driven primarily by surging crude oil costs linked to geopolitical tensions such as the Iran war. While consumers often blame stations, retailers only capture roughly 10%...
ERCOT’s interconnection queue has absorbed roughly 9,275 MW of new projects since December, spanning solar, wind, battery storage and gas. Gas proposals have surged to 57,403 MW, nearly doubling the previous year, while solar (163,000 MW) and storage (178,000 MW) still dominate. Planned transmission...
The UK will host the UK premiere of the documentary “The Scramble for Hydrogen in South Africa” on 5 May 2026, spotlighting the nation’s aggressive green‑hydrogen agenda. Britain aims for 10 GW of production by 2030, backed by over £2 billion (≈ $2.5 billion) in...
The Strait of Hormuz, handling roughly 20% of global oil, is technically open but remains unreliable for commercial use. Selective vessel passages and unpredictable closures have eroded shippers' confidence, turning the corridor into a sporadic route. Alternative pathways are absorbing...
Venezuelan President Delcy Rodriguez is moving to cement control of CITGO Petroleum by installing a new board of directors, including Asdrubal Chavez, a cousin of Hugo Chávez. The appointments require approval from the U.S. Treasury and State Departments, which have...
President Donald Trump warned of a full‑scale bombing campaign against Iran following recent Israeli and U.S. strikes, reigniting geopolitical tension in the Middle East. The conflict has pushed crude oil to roughly $80 per barrel, a price level last seen...
Air Products is building a liquid hydrogen plant in the Port of Rotterdam that is now more than 65% complete and slated to start operations in 2027. When online, it will be Europe’s largest liquid hydrogen facility, bolstering Rotterdam’s status...
Brazil’s flex‑fuel market creates a rapid hedge against soaring oil prices by shifting sugarcane use from sugar to hydrous ethanol when gasoline becomes costly. Lower hedging by mills lets them reallocate cane within a single harvest, tightening Brazil’s sugar exports....
The Australian government has fast‑tracked a $6.15 billion (≈ $4.0 billion USD) investment package, pulling forward $5 billion for the Net Zero Fund, $1 billion for the Economic Resilience Program and $150 million for the Forestry Growth Fund. The package aims to expand local clean‑energy manufacturing,...
Part 5 of Paul McArdle’s series analyses dispatch error for 84 semi‑scheduled wind farm units at 03:05 on 2 April 2026. The chart shows most units maintaining balanced dispatch error thanks to healthy regional electricity prices, which limited the semi‑dispatch cap’s effect on frequency....
Australian Energy Market Operator (AEMO) released a preliminary report on the New South Wales market suspension that occurred on 23 March 2026. The report attributes the seven‑hour outage to a failure in Transgrid’s SCADA network, which caused a total loss of data...
U.S. diesel and jet fuel inventories have slipped sharply, with diesel down about 5 million barrels and jet fuel off 4 million barrels compared with the previous month. Refinery utilization is hovering near 92%, squeezing supply even as demand from trucking and...
Gas prices on the U.S. East Coast have stabilized at roughly $10 per gigajoule as the regional gas export cartel continues to prioritize domestic supply. The author labels this a resurgence of “gas idiocy,” implying the cartel’s actions are intentional...
Nearly two years after launching the CHARGED Initiative, a delegation of U.S. state utility commissioners toured Australia to study its high‑penetration rooftop solar market and distribution‑grid innovations. They observed South Australia’s SA Power Networks using dynamic operating envelopes and the...
Premier Li Qiang’s three‑day Sichuan tour emphasized clean energy, AI‑driven manufacturing, and advanced technology integration, urging firms to target frontier science and market demand. He highlighted nuclear, hydro‑power and AI integration as pillars for new breakthroughs. Meanwhile, the UAE’s push...
The Dasa uranium project in Niger, owned by TSX‑listed Global Atomic, is now well into construction, with earthworks nearing completion and underground infrastructure advancing. The deposit boasts uranium grades above 4,000 ppm U₃O₈, the highest in Africa. Global Atomic, active in...
India’s petroleum product exports to Southeast Asia hit a record high in March 2026. The surge came even as the nation’s total petroleum product shipments fell that month. Historically stable seasonal patterns were overridden by heightened regional demand, pushing volumes...
On March 4, 2026 seven leading tech firms—including Amazon, Google, Meta, Microsoft, OpenAI, Oracle and xAI—signed the White House Ratepayer Protection Pledge, promising their data centers won’t raise household electricity costs. The pledge relies on behind‑the‑meter (BTM) self‑generation, allowing companies...
U.S. gasoline prices hit $4 per gallon in March 2026, the highest level since August 2022. Analysts warn that if the Iran conflict persists through the summer, crude could surge to $200 a barrel, pushing pump prices toward $7 per...
Oak Ridge National Laboratory will present a slate of high‑impact energy technologies at the ARPA‑E Energy Innovation Summit in San Diego from April 7‑9, joining nearly 3,000 innovators, investors, and industry leaders. Researchers will showcase advances ranging from low‑cost sodium‑carbon...
The Trump administration adopted a "hybrid economic warfare" model, deploying naval blockades such as the Anatoly Kolodkin tanker to choke Cuba’s oil imports. This tactic sits between traditional sanctions and outright conflict, aiming to pressure Havana without a formal declaration of...
Homerun Resources Inc., led by CEO Brian Leeners, is positioning high‑grade silica as a strategic material for both energy and technology supply chains. The company focuses on Brazil’s abundant silica deposits, leveraging vertical integration to capture value from raw extraction...
Europe's battery supply chain is gaining momentum as several key projects move from planning to construction. In France, Orano and XTC New Energy broke ground on a cathode material plant in Dunkirk slated for 2028, while Germany's Vulcan Energy secured...
The war in Iran has triggered a sharp rise in global natural‑gas prices, exposing the fragility of energy systems that depend on Middle‑Eastern supplies. Policymakers across Europe, Asia and the United States are now prioritising energy security over convenience, sparking...
The recent closure of the Strait of Hormuz prompted a limited easing of sanctions on Russian crude, sparking a sharp surge in Urals oil prices. At the same time, Russia’s oil export capacity is being hampered by a series of...
The Energy for Growth Hub, in partnership with Stanford’s LabradorLabX, unveiled K‑9 Kinetic Power™ (K9KP), a consumer device that harvests a dog’s tail wagging to generate electricity. Using a carbon‑fiber micro‑generator and a smart docking pad, each active dog can...
Kawasaki Kisen Kaisha (K Line) has begun long‑term use of carbon‑neutral bio‑LNG on its LNG‑powered car carriers after signing a procurement deal for liquefied bio‑methane. The fuel, derived from organic waste, is ISCC‑EU certified and can be burned in existing...
The European Union launched its Green Deal in 2020 aiming for climate‑neutrality and industrial strength, but six years later key hydrogen projects have collapsed and industrial electricity prices are roughly twice those in the United States and China. The authors...
Australia’s two biggest electricity grids now run on over 40% renewable power, marking a pivotal shift in the nation’s decarbonisation agenda. Yet the rapid "green rush" exposes supply‑chain vulnerabilities, with rare‑earth mining in Myanmar, Indonesian nickel and Chinese solar‑panel production...
Last week natural‑gas prices diverged across regions. In Asia, the JKM spot index jumped to $20 /MBtu, spiking into the high‑$22s amid renewed Iran‑related geopolitical risk and unplanned Australian LNG outages. Europe’s TTF fell to $18.3 /MBtu as Norwegian deliveries rose and...
The article warns that global LNG downstream investment is lagging behind a surge in liquefaction capacity, driving the regas‑to‑liquefaction ratio down from 2.7 in 2015 to 2.4 in 2025 and projected to hit a historic low of 1.75 by 2035....
Australia’s clean‑energy rollout has stalled as 2025 utility‑scale solar and wind investment fell to less than half of 2024 levels, jeopardizing the federal goal of an 82% renewable‑energy mix. To meet the target, the country must retire most of its...
The REECE2 power‑generation unit, sidelined after a suspected fire on 5 August 2025, produced its first measurable output on 1 April 2026, as captured by SCADA data at roughly 08:30 NEM time. Early market data from ez2view’s Bids & Offers widget indicate a cautious approach...
Iran announced legislation to levy transit fees and require cargo disclosures for ships passing the Strait of Hormuz, effectively turning the chokepoint into a revenue‑generating control zone. Despite U.S. threats to target Iranian oil facilities, Tehran’s oil exports have held...
ClassNK has granted both a Manufacturing Procedure Approval and a Type Approval for KOBELCO Wire Company's new semi‑parallel wire cable (SPWC), marking the society’s first endorsement of this corrosion‑resistant product. The cable features 7 mm galvanized steel wires coated in polyethylene,...
The article highlights that front‑month Brent and WTI futures have moved in lockstep since 2022, underscoring a highly integrated global oil market. It rebuts former President Trump’s claim that U.S. oil prices consistently diverge from world prices, labeling the view...
The latest Daily Energy Report shows Iran remains the primary crude exporter through the Strait of Hormuz, while Iraq, Kuwait and Qatar have halted shipments entirely. Saudi Arabia has rerouted most of its oil to the Red Sea, and the...
Last summer, Congress passed H.R. 1, dubbed the One Big Beautiful Bill Act, which strips the Bureau of Land Management of discretion to protect federal lands from leasing. Under the new law, the BLM is selling oil and gas lease...
A new UCLA Emmett Institute report titled *The Price of Resilience* examines how wildfire‑related costs are allocated between transmission customers and retail ratepayers. In California, wildfire mitigation and liability expenses now represent roughly a quarter of residential electricity bills, driven...
Earnings calls highlight an AI‑driven surge in electricity demand, boosting both regulated utilities and independent generators. CenterPoint Energy now projects Greater Houston’s peak load to rise 50% by 2029, two years ahead of its prior estimate. The utility expects operating...
