Wilmington Trust on What’s Powering the Future of the Energy Transition
Will Marder of Wilmington Trust examines how the past year reshaped capital flows toward the energy transition. He notes a marked acceleration in renewable and grid‑modernization investments, driven by policy support and heightened ESG focus. The firm anticipates continued diversification of funding sources, with private equity and sovereign wealth funds entering the sector. These trends suggest a faster, more resilient path to decarbonization.
Concrete Milestone at Forrest Wind Farm, with More than Half of Turbine Foundations Complete
Squadron Energy, the renewables arm of Andrew Forrest’s Tattarang, has poured 35 of the 69 turbine foundations for the 414‑MW Uungala wind farm, moving the project past the halfway point. Once completed, Uungala will be the largest wind farm in...
Vitesse Energy Inc (VTS) Q4 2025 Earnings Call Transcript
Vitesse Energy Inc. reported Q4 2025 revenue of $4.4 billion, a $2.9 billion year‑over‑year increase, driven by a surge to 478 TBtu of LNG sales. Adjusted EBITDA rose 191% to $2.0 billion, while net income reached $1.1 billion despite higher interest costs and swap losses....
China’s Oil Buying Spree May Be Running Out of Steam
China’s oil imports reached a record 11.55 million barrels per day in 2025, a 4.4% increase over the prior year, driven by aggressive stockpiling and expanded storage capacity. While the country continues to buy discounted Russian crude and benefits from Saudi...
Riot Platforms Inc (RIOT) Q4 2025 Earnings Call Transcript
Riot Platforms reported $647 million total revenue for FY 2025, a 72% jump driven largely by record Bitcoin mining earnings of $576.3 million. The company posted a $663 million net loss, primarily reflecting non‑cash depreciation, stock‑based compensation and Bitcoin mark‑to‑market adjustments. Management highlighted a...
StealthGas Inc (GASS) Q4 2025 Earnings Call Transcript
StealthGas Inc reported a 12% year‑over‑year revenue decline in Q1 2025, primarily due to the roll‑off of a large industrial contract and a planned one‑week marine downtime. Aerospace revenues exploded 147%, raising the marine and aerospace share of total sales...
Kosmos Energy Ltd (KOS) Q4 2025 Earnings Call Transcript
Kosmos Energy reported record‑near production in Q4 2025, driven by a 13% jump at Jubilee and a 60% increase at the Greater Tortue Ahmeyim (GTA) LNG project. Operating expenses fell almost 40% quarter‑on‑quarter while capital spending came in at $67 million,...
Core Scientific Inc (CORZ) Q4 2025 Earnings Call Transcript
Core Scientific reported 350 MW of energized capacity, with roughly 200 MW already billing, surpassing the halfway point of its 590 MW CoreWeave contract. The company announced expansions at Dalton, Georgia (450 MW gross) and a new 265‑acre Hunt County, Texas site slated for...
Single Atoms of Indium on Hafnia Enable Superior CO2-Based Methanol Synthesis
Researchers reported that single‑atom indium dispersed on hafnia (HfO₂) dramatically improves CO₂ hydrogenation to methanol. The In/HfO₂ catalyst achieves up to twice the methanol space‑time yield of comparable In₂O₃‑based systems while maintaining >90% selectivity at 300 °C. Combined experimental measurements, operando...
Construction Begins on Coal Country Renewable Energy Zone, State’s First to Upgrade Existing Network
Construction has begun on the Hunter‑Central Coast renewable energy zone (REZ), the first NSW project to upgrade existing network assets while adding new infrastructure. The upgrade will provide roughly 1 GW of hosting capacity and connect up to 1.8 GW of new...
California Wants Millions of Heat Pumps. High Power Bills Might Get in the Way
California aims to install six million heat pumps in homes by 2030 as part of its aggressive decarbonization agenda. While heat pumps offer higher efficiency and can replace gas furnaces, the state’s soaring residential electricity rates often erode expected bill...
EPS Boosts VLCC Series with Two More Hengli Newbuilds
Eastern Pacific Shipping (EPS) has placed two additional 306,000 dwt VLCC orders with China’s Hengli Shipbuilding, expanding its fleet to ten VLCCs at the yard. The vessels are part of a five‑ship order slated for delivery in 2029‑2030, completing a broader...
Middle Eastern Oil Giants Accelerate Multibillion-Dollar Clean Energy Push
Middle Eastern oil powerhouses, led by the UAE and Saudi Arabia, are accelerating multibillion‑dollar clean‑energy programs that span solar, wind, nuclear, and green‑hydrogen. The region’s renewable capacity is set to surge, with solar projected to grow ten‑fold and nuclear output...
Japan Shipping Group Says Strait of Hormuz Closed to Energy, Other Traffic
Japan’s largest maritime shipping conglomerate announced that the Iranian Navy has officially barred all vessels from transiting the Strait of Hormuz. The ban specifically targets energy cargoes, including crude oil and liquefied natural gas, effectively shutting the narrow waterway to...
Hungary's Edortech Unveils Patented Tin-Anode Technology that Could Transform Global Battery Production
Hungarian startup Edortech announced its patented tin‑anode system, ONLi, ready for scale‑up after a decade of research. Independent audits show the anode can deliver up to 70 % higher energy density and 1.8 times the capacity of conventional graphite or Si‑C anodes...
West Asia Tensions May Squeeze Margins in Energy-Intensive Sectors
Geopolitical tensions in the Middle East are prompting concerns about rising energy costs for Indian firms, especially those in energy‑intensive sectors. While the overall share of power and fuel expenses in corporate cost structures has softened to about 4.3% in...
Hormuz Trade Slows to Trickle as Attacks Continue
The Strait of Hormuz, a vital oil conduit, has seen trade reduced to a trickle after a wave of escalatory attacks. U.S. and Israeli strikes on Iranian targets, followed by Iranian reprisals triggered by the reported assassination of Supreme Leader...
Japan Pledges to Invest $36 Billion in U.S. Oil, Gas, and Mineral Projects. Here Are 2 Stocks That Could Soar...
Japan announced a $36 billion investment in the United States as the first phase of a broader $550 billion partnership, with most of the capital earmarked for a 9.2‑gigawatt natural‑gas‑fired power plant in Ohio. The project aims to address rising electricity demand...
Nickel Asia Diversifies Into Geothermal, Overseas Investments
Nickel Asia Corp (NAC) posted a 312% jump in net income to ₱6.27 billion, driven by record nickel ore prices and a 56% rise in EBITDA. The company announced three new wholly‑owned subsidiaries to support a geothermal holding entity, a shared‑services...
Proposed Saudi-U.S. Deal Could Allow Uranium Enrichment, Arms Control Experts Warn
U.S. officials are negotiating a nuclear cooperation agreement with Saudi Arabia that could permit the kingdom to develop uranium enrichment capabilities. Congressional documents and the Arms Control Association warn the deal may create a pathway to a Saudi weapons program,...
UAE Fujairah Bunker Market Braced for Impact
Bunker traders in Fujairah, the Middle East’s largest marine fuels hub, are preparing for a sharp decline in demand after heightened Gulf tensions and unverified warnings of a Strait of Hormuz closure. Recent missile strikes near Fujairah and Jebel Ali have...
Pune Power Infrastructure Boost: ₹1,100 Crore Investment for Improved Electricity Supply
The Maharashtra state government announced a ₹1,100 crore investment to upgrade Pune district’s power infrastructure, with ₹450 crore dedicated to the rapidly growing Pimpri Chinchwad area. The funding, part of the Revamped Distribution Sector Scheme, aims to address frequent outages, power theft, and...
Crude Oil Prices to Cross $100? What Experts Predict After US, Israel Attack on Iran
Following US and Israeli airstrikes on Iran and the death of Supreme Leader Ayatollah Khamenei, crude oil prices surged, with WTI at $67.29 and Brent at $72.87. Barclays raised its Brent forecast to $100 per barrel, citing heightened supply‑disruption risk...
Iran War's Oil Disruption May Have Begun; Oil Majors, Traders Suspend Shipments via Hormuz
Major oil majors and leading trading houses have suspended crude and fuel shipments through the Strait of Hormuz as the Iran‑Israel‑US conflict escalates. Israel launched a pre‑emptive strike on Iran, followed by U.S. air and naval attacks, prompting heightened security...
AERB Approves First Pour of Concrete for Units 5 and 6 of Kaiga Nuclear Power Plant
The Atomic Energy Regulatory Board (AERB) granted permission for the First Pour of Concrete (FPC) on February 24, marking the start of construction for Kaiga Nuclear Power Plant units 5 and 6. Both units are 700 MWe pressurised heavy‑water reactors (PHWR) using an indigenous...
Grid Connections 2026: Who’s Going Where and Doing What in Australia’s Green Energy Transition
Australia’s energy sector saw a wave of senior appointments in early 2026, with CEOs installed at FRV Australia, Pilot Energy, Boundless Earth, Janus Electric, Endeavour Energy and several others. The Australian Energy Market Operator added two non‑executive directors and nominated...
Andaman Oil Exploration May Propel India Towards $20 Trillion Economy: Lt Governor Joshi
India’s Andaman Basin is seeing a major push in oil exploration after 63.5% of the 600,000‑sq‑km no‑go zone was cleared for drilling, a move Lieutenant Governor Admiral D.K. Joshi says could help lift the country from its current $4 trillion GDP...
Andhra Pradesh Okays Adani Solar Power Deal, with Rider
Andhra Pradesh’s government has approved the off‑take of 300 MW of solar power from Adani Green Energy under the 2021 power supply agreement, after a 15‑month pause caused by U.S. bribery allegations. The approval comes with a rider that the state...
Crescent Energy (CRGY) Jumps 7.76% on Swing to Profits
Crescent Energy (CRGY) surged 7.76% to $11.66 after reporting a full‑year swing to profitability, posting $132.9 million net income versus a $114.6 million loss a year earlier. Revenue rose 22% to $3.58 billion, while production averaged 260 MBoe/d, beating guidance. The fourth‑quarter loss narrowed...
SM Energy (SM) Jumps 9.5% on Double-Digit Dividend Hike
SM Energy’s shares jumped 9.5% after the company announced a 10% increase in its quarterly dividend to $0.22 per share, following a $950 million asset sale and a 14% reduction in capital spending. The firm also launched a $500 million share‑buyback program,...
Real-World Test: Electric Semi Trucks Can Save Fleets Nearly $160,000 per Truck
A year‑long trial in Montreal examined 200,000 km of diesel Freightliner Cascadia and its battery‑electric counterpart, the eCascadia, across two Canadian fleets. The analysis found that electric Class 8 trucks can generate roughly $157,000 in savings per unit over a six‑year...
Zambia Strengthens Energy Security with Approval of Two Strategic Cross-Border Pipelines
Zambia’s cabinet approved two cross‑border pipelines—the Tanzania‑Zambia Multi‑Products Pipeline and the Namibia‑Zambia Refined Petroleum and Natural Gas Pipeline—to diversify fuel imports and reduce reliance on the decades‑old TAZAMA line. The projects aim to create supply redundancy, improve pricing competitiveness, and...
Rosatom Confirms Bushehr Nuclear Plant Undamaged as Russia Evacuates 94 People
Rosatom confirmed that Iran's Bushehr nuclear power plant, operated by Russia, sustained no damage during the recent US‑Israeli military operation. The Russian state nuclear corporation evacuated 94 family members of its staff via Azerbaijan and Armenia after the Russian embassy...
European Defence Ministers Plot Further Russian Oil Disruption
European defence ministers convened in Krakow to discuss escalating measures against Russian seaborne oil exports. France seized the 115,600‑dwt aframax tanker Grinch, carrying 730,000 barrels of crude, and released it after the shipowner paid a €3 million fine. Ministers aim to...
VIEWPOINT: New York State’s Newly Required Registration of Large Cooling Equipment
New York State’s Department of Environmental Conservation has amended Part 494 to require commercial property owners to register and report leakage of hydrofluorocarbons (HFCs). Large equipment (≥1,500 lb) must report annual leakage starting March 2026, medium‑size units (200‑1,499 lb) register by June 2026 with reporting...
Hormuz Traffic Slows After Strike On Iran
Oil tankers are increasingly bypassing the Strait of Hormuz following the US and Israel airstrikes on Iran, prompting major shipping lines to issue cautionary directives. While the waterway remains officially open, Bloomberg tracking shows a buildup of idle vessels both...
Stale Bread and Bacteria Could Power a New Era in Green Chemicals
Scientists at the University of Edinburgh's Wallace Lab engineered E. coli to generate hydrogen from simple sugars, including stale bread, and paired it with a palladium surface catalyst to hydrogenate organic molecules. The biocatalytic system achieved up to 99% conversion efficiency,...
DRC’s Cobalt Quotas Reshape the Global Critical Metals Market
The Democratic Republic of the Congo announced strict cobalt export quotas—18,125 tonnes for Q4 2025 and 96,600 tonnes for 2026—while reserving 10% of production as a strategic stockpile. The policy, aimed at curbing smuggling, stabilising prices and capturing more domestic value,...
Forget Tech Stocks: The Utility Play That Could Outperform Nvidia
Nvidia’s AI‑chip rally has lifted its shares over 700% in three years, dwarfing the S&P 500’s 70% gain. Meanwhile, Brookfield Renewable (BEPC) is positioning itself as the power engine behind that demand, securing record‑size corporate PPAs with Microsoft and Google....
Japanese Company Proterial Plans to Make Magnets & More in India
Proterial, a Japanese advanced‑materials maker, is evaluating India as a production base for its rare‑earth‑free electric‑vehicle magnets and other high‑end components such as superalloys and power‑electronics parts. CEO Sean M. Stack highlighted strong economic momentum, government incentives, and the need...
Tamil Nadu Power Distribution Corporation Declared No Power Cuts in State Till Public Exams Are Over
Tamil Nadu Power Distribution Corporation (TNPDCL) has ordered a halt to all planned maintenance that requires power cuts until the state’s public examinations conclude in April. The directive applies to Chennai and every district across Tamil Nadu, suspending routine work on...
Norway's Sovereign Wealth Fund Pulls Out of Adani Green Energy
Norway's $1.2 trillion sovereign wealth fund has removed Adani Green Energy Ltd from its portfolio, citing concerns over alleged gross corruption or serious financial crime. The fund sold a holding worth roughly ₹400 crore, while Indian mutual funds have accumulated about $500 million...
SCCL Likely to Bid for Coal Bed Methane in Singareni
Singareni Collieries Company (SCCL) is preparing to bid in upcoming coal‑bed methane (CBM) auctions for three blocks in the Singareni region. The blocks, covering six districts in Telangana, hold an estimated 1.9 billion cubic metres of gas resources. Government officials have...
NSE Eyes Electricity Futures and Coal Spot Exchange as Next Growth Drivers
India’s National Stock Exchange (NSE) announced plans to launch electricity futures, a coal spot exchange and broaden its commodity offerings, leveraging its high‑speed trading infrastructure. CEO Ashish Chauhan said the exchange’s existing systems for order processing, clearing and risk management...
SCI, Oil Firms Shipping JV Delayed over Lack of Clarity on ONGC’s Role
India’s Shipping Corporation of India (SCI)‑led joint venture to own a fleet for state‑run oil firms has stalled because ONGC’s equity participation remains undefined. The JV structure allocates 50% to SCI, with IOCL, BPCL and Sagarmala Finance each holding 10‑15%,...
Should You Invest in Energy Provider SSE?
SSE is launching a £33 billion programme to upgrade its transmission network and expand renewable generation, positioning the utility for the low‑carbon transition. Revenue has surged roughly 50 % since 2021 and normalised EPS has more than doubled, with management forecasting 7‑9 %...
Hong Kong’s 2nd Richest Man Li Ka-Shing to Sell UK Electricity Operator for $14B
Hong Kong billionaire Li Ka‑shing's CK Infrastructure Group agreed to sell UK Power Networks to French utility Engie for £10.5 billion (about $14.2 billion). The deal, slated for mid‑2026, is part of a sweeping portfolio overhaul that includes potential divestments of ports and...
Armstrong Fluid Technology’s Compact Fluid Management Station Can Reduce HVAC Energy and Install Costs by up to 30%
Armstrong Fluid Technology launched the Systems Envelope – Fluid Management Station (SE‑FMS), a modular HVAC fluid‑management solution that integrates its Envelope Core platform. The compact unit reduces floor space by up to 40% and cuts energy use by as much as 30%...
Why Delek Holdings Stock Flew Almost 5% Higher on Friday
Delek US Holdings reported a fourth‑quarter 2025 revenue of $2.43 billion, up 2% year‑over‑year, and posted a surprise non‑GAAP net profit of $143 million ($2.31 per share). Adjusted EBITDA surged to $314 million, a stark reversal from a $69 million loss a year earlier,...
How America’s Action in Venezuela Guaranteed Guyana’s Oil Future
U.S. forces captured Venezuelan President Nicolas Maduro in a January 2026 raid, removing the military threat to Guyana’s Essequibo region and clearing the path for the country’s oil expansion. Guyana’s offshore Stabroek Block, operated by ExxonMobil with Chevron and CNOOC,...