Monday, April 6, 2026
Market Intelligence for Energy Professionals

Middle East tensions spur surge in domestic solar projects
Escalating threats to the Strait of Hormuz have revived worries over oil supply reliability, prompting governments and investors to fast‑track solar initiatives as a hedge against fossil‑fuel disruptions. Photovoltaic panels now consume more than a quarter of global silver production, underscoring the scale of the shift.
Also developing:
By the numbers: ECP to acquire EnergySolutions (value undisclosed)

New legislation comes amid push from big oil, as critics warn polluters’ profits prioritized over Americans’ health Utah has made it nearly impossible for residents to hold fossil fuel companies legally accountable for climate damages in a move one advocacy group described as putting “profits for the biggest polluters over communities”, with other states expected to follow suit. The new state legislation comes as part of a push from big oil and its political allies – including groups tied to rightwing impresario Leonard Leo – for legal immunity in red statehouses and Congress, with a goal of winning state and federal legal immunity similar to the liability waiver granted to the firearms industry in 2005. Continue reading...
The Guardian – UK Defence

Europe’s restrictive energy policies—characterized by lengthy, fragmented permitting (often 7–10+ years for renewables and industrial projects), heavy environmental/regulatory burdens, NIMBY/local opposition, carbon pricing (ETS), and phased-outs of reliable baseload (nuclear/coal) without rapid replacement—have led to persistently high energy costs, volatility, and slow infrastructure rollout. China has a permissive pro-growth energy approach. State-directed fast approvals, massive ... Read more
Next Big Future – Quantum

From sea transfers by smugglers and hoarding to stockpiling underground, profiteering from the oil crunch in Thailand has exacerbated a supply crisis that Prime Minister Anutin Charnvirakul warned on Monday was about to worsen, given the country’s reliance on fuel imports. As diesel pump prices hit an all-time high of around 50 baht (US$1.54) a litre on Monday, Justice Minister Major-General Rutthaphon Naowarat told reporters that “oil has definitely gone missing”, saying it was too early to...
South China Morning Post — M&A (topic)
Neoen has announced two battery energy storage system (BESS) projects in France and Japan, expanding its footprint in both markets with installations totaling 348 MW and 896 MWh.
pv magazine
Researchers in Moroco analyzed cybersecurity challenges in smart grids, highlighting AI-driven detection and defense strategies against threats like distributed denial-of-service, false data injection replay, and IoT-based attacks. They recommend multi-layered protections, real-time anomaly detection, secure IoT devices, and staff training to enhance resilience and safeguard power system operations.
pv magazine

American drivers have paid an additional $8.4 BILLION in fuel costs since the start of the US-Israeli war on Iran. The cost of regular gas has JUMPED from $2.80 to $4.11 per gallon since January 11. AMERICANS DRIVERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP. https://t.co/8ml2wgWPJ0
China imports US oil for Asian fuel markets amid Hormuz crisis @asiatimesonline https://t.co/Iy0aRy8vam China is moving to resume large-scale purchases of United States liquefied natural gas (LNG) and crude oil, as supply disruptions in the Middle East and tightening fuel markets across Asia force Beijing to recalibrate its energy strategy. In return, China will have sufficient fuel supply to resume gasoline exports to Asian countries, helping it maintain market share and increase political influence in the region amid tightening fuel supplies. On March 11, the National Development and Reform Commission (NDRC) ordered a halt to exports of gasoline, diesel and aviation fuel. The resumption of China's purchases of US crude oil and LNG appears to reflect limited strategic flexibility for Beijing, as disruptions to supplies from Venezuela and the Middle East constrain its options. He adds that China’s decision to resume large-scale energy purchases from the US comes ahead of a planned leaders’ meeting between Beijing and Washington in May, and that the deal helps create a more constructive atmosphere for high-level dialogue.