As Trump Obliterates Climate Efforts, States Try to Fill the Gap
Democratic‑led states are accelerating climate initiatives as the Trump administration moves to roll back federal greenhouse‑gas regulations. Colorado proposes a $2,000 tax credit for new electric vehicles, Virginia is streamlining approvals for large solar farms, and California aims to make fossil‑fuel companies fund wildfire‑related home‑insurance costs. These state actions seek to close the policy gap left by the federal retreat, preserving momentum toward a cleaner energy economy. Experts warn the patchwork approach cannot replace national leadership but remains essential while Trump remains president.
India Keen to Diversify Crude Oil, Coking Coal Sources; Eyes High-Quality US Supplies: Piyush Goyal
India’s commerce minister Piyush Goyal said New Delhi will diversify crude oil and coking‑coal supplies, targeting high‑quality U.S. coal to reduce reliance on a few geographies. He highlighted a $100 billion aircraft demand from the United States over the next five...
UK Trial Shows Potential of Hydrogen Powered Ground Handling Equipment
A successful trial at Exeter Airport demonstrated that hydrogen‑powered ground handling equipment—including a hydrogen internal‑combustion tug, a fuel‑cell baggage tractor and a hybrid hydrogen‑diesel GPU—can be safely integrated into live airport operations. The Zero Carbon Turn project, backed by the...
SemiQ Debuting SiC Power Solutions for AI Data Centers and High-Power Infrastructure at APEC
SemiQ Inc unveiled its third‑generation silicon‑carbide (SiC) power modules at APEC 2026, targeting AI‑driven data centers, high‑power industrial equipment, and electric‑vehicle applications. The QSiC Gen3 lineup delivers a 30% cut in specific on‑resistance and turn‑off energy losses, simplifying cooling and boosting efficiency....
Volkswagen Launches The All-New Caravelle PHEV In South Africa
Volkswagen is set to launch the all‑new Caravelle plug‑in hybrid (PHEV) in South Africa mid‑2026, joining a market where PHEV sales surged 280% year‑over‑year to 2,808 units, representing a 0.47% share of new‑vehicle sales. The Caravelle rides on VW’s MQB...
DG Matrix, Which Builds Solid-State Transformers to Handle up to 2.4 MW and Boost Data Center Power Efficiency, Raised a...
DG Matrix, a startup developing solid‑state transformers (SSTs) for data centers, announced a $60 million Series A round led by Engine Ventures. The company’s SSTs can handle up to 2.4 MW, promising higher efficiency and reduced footprint compared with legacy transformer technology....
What It Takes to Thrive in Residential Solar for 20 Years
Residential solar has shifted from simple ownership to complex financing, inflating soft costs despite falling panel prices. Companies that prioritize operational discipline, lean processes, and transparent pricing are better equipped to survive policy volatility. Reducing soft costs through workflow consolidation...
Slow Start to Global 2026 BESS Deployments in January, China Continues to Dominate
Global grid‑scale battery energy storage system (BESS) deployments slowed sharply in January 2026, with only 3.5 GW/10.5 GWh coming online – a 25 % drop from the same month last year. China, still the dominant market, added 1.9 GW/6.2 GWh, reflecting a 30‑50 % decline amid...
1606 Corp to Acquire Plot of Land in Texas for AI Data Center Development
1606 Corp signed a non‑binding term sheet to acquire roughly 132 acres in Lufkin, Texas, including a 55 MW natural‑gas power plant and a 50,000 sq ft warehouse for an AI‑focused data center. The transaction is priced at about $11.67 million, combining $7.5 million in...
Energy Transition Underpins Dry Bulk Sector
Electric‑vehicle sales have surged nearly 700% this decade, driving a rapid rise in spodumene shipments from Australia to China and doubling bulk volumes since 2023. Panamax vessels now carry almost half of the 7 million tonnes of dry bulk moved last...
Illinois Governor Pritzker to Call for Two-Year Suspension of Data Center Tax Incentives – Report
Illinois Governor J.B. Pritzker plans to request a two‑year suspension of tax incentives for new data centers, pending a study of the sector’s impact on the state’s electricity grid and residential bills. Current incentives grant up to 20 years of...
DHT VLCC Clocks $90,000 a Day on One-Year Deal
DHT Holdings has secured a one‑year charter for its 2012‑built VLCC DHT Opal at $90,000 per day, starting this month. The rate underscores how tight the market has become for the world’s largest crude carriers, with Gulf‑China spot earnings now...
Kenya Awards Key Transmission Work to Power Grid
Kenya has awarded a $311 million power transmission contract to a joint venture of India’s Power Grid Corp and Africa50. The PPP will design, build, operate and maintain two high‑voltage lines serving western and northern Kenya, addressing chronic supply gaps. The...
Hellenic Cables Nets BC-Wind Cable Contract
Hellenic Cables has been awarded a contract by DEME to supply roughly 70 km of 66 kV inter‑array submarine cables for Ocean Winds’ 390 MW BC‑Wind offshore project in the Polish Baltic Sea. The agreement covers design, engineering, manufacturing, testing and delivery of...
India Can Curb Clean Cooking Costs by Scaling Biogas, Electric Stoves: IISD Report
The International Institute for Sustainable Development (IISD) reports that India can lower clean‑cooking costs by scaling decentralized biogas and electric stoves alongside LPG and piped natural gas. While LPG connections have doubled since 2016, 37% of households still rely on...
Long-Term Trade-Offs of Agrivoltaics on Pear Farming
A four‑year study in Victoria, Australia examined overhead solar panels in a blush‑pear orchard. The agrivoltaic systems cut sunburn and hail damage and boosted energy output, especially with a 5° west tilt that produced about 10% more electricity. However, shading...
At Mumbai Climate Week, Niti Ayog VC Suman Bery Highlights Growth, Gender Inclusion and India's Clean Energy Push
At Mumbai Climate Week, NITI Aayog Vice Chairman Suman Bery linked India’s economic growth to increased women’s workforce participation and the nation’s push for energy self‑sufficiency. He cited Nobel laureates to argue that faster growth draws more women into the...
Are We Doing Enough to Design for Low Temperature Heat in Net Zero Buildings?
The UK Climate Change Committee warns that net‑zero building designs often ignore low‑temperature heat distribution, embedding inefficiencies from the earliest stages. Heat pumps perform best at 35‑50 °C, yet many projects still design for legacy 70‑80 °C boiler systems, compromising seasonal COP...
ISA Unveils Global Mission to Fast-Track AI-Enabled Clean Energy over 120 Countries
The International Solar Alliance announced a Global Mission on AI for Energy at the India AI Impact Summit 2026, targeting more than 120 member countries. The programme aims to fast‑track AI‑enabled clean‑energy solutions for planning, grid management and decentralized solar,...
India Relaxes Chinese Equipment Import Curbs for Power, Coal Amid Project Delays
India has begun easing its 2020‑era restrictions on Chinese equipment, allowing state‑run power companies to import limited transmission components and considering similar exemptions for coal‑sector gear. The move responds to mounting shortages and project delays that threaten the country’s ambitious...
Indo-UK Offshore Wind Task Force Launched, India Crosses 272 GW Non-Fossil Fuel Power Capacity
India’s non‑fossil electricity generation capacity has crossed 272 GW, driven by 141 GW of solar and 55 GW of wind. In the current fiscal year the country added over 35 GW of solar and 4.6 GW of wind, pushing clean power to more than half...
ZEPA Launches Battery-Electric Container Handling Standards, Load Tool
The Zero Emission Port Alliance (ZEPA) introduced a load‑profile explorer, transition guide, and updated voluntary standards to accelerate battery‑electric container‑handling equipment adoption. The standards aim to reduce design fragmentation and improve interoperability, while total‑cost‑of‑ownership data shows electric gear remains pricier...
Enverus Launches Marketplace for Buying and Selling Minerals, Backed by Industry-Leading Data and Analytics
Enverus unveiled the Minerals Marketplace, a secure, fee‑free platform that directly connects buyers and sellers of mineral and non‑operated interests. Leveraging Enverus data on over 250,000 owners and about 85% of U.S. royalty revenue, the service offers real‑time cash‑flow and...
AboitizPower Agrees to Supply 30 Megawatts to Negros Cooperative
Aboitiz Power Corp. will supply Northern Negros Electric Cooperative (Noneco) with 30 MW of electricity, combining 10 MW of solar generation and 20 MW of baseload power. The mixed supply aims to meet rising demand in the cooperative’s franchise area while smoothing the...
How Japan Should Respond to Trump’s Project Vault
The Trump administration’s Project Vault earmarks about $12 billion to create a U.S. Strategic Critical Minerals Reserve, a public‑private partnership that purchases, stores and manages a diversified portfolio of essential raw materials. Japan’s current METI‑JOGMEC approach evaluates projects individually, which could...
Japan to Offer Support for Exports of Flexible Perovskite Solar Cells
Japan announced a new subsidy scheme to support overseas installations of flexible perovskite solar cells, aiming to accelerate the export of its homegrown renewable‑energy technology. The program targets projects in Southeast Asia, with Indonesia and Thailand identified as early beneficiaries....
Environmental Groups Sue DOE Over Approval of CP2 LNG Export Application
Environmental groups including the NRDC, Earthjustice and the Sierra Club filed a lawsuit challenging the Department of Energy’s approval of Venture Global’s Calcasieu Pass 2 (CP2) LNG export terminal in Louisiana. The suit alleges the DOE failed to assess how the...
Sierra Club & SW Detroiters Celebrate $100M Penalty, Clean Air Wins in EES Coke Ruling
A federal judge ordered DTE Energy and its subsidiary EES Coke to pay a $100 million civil penalty for Clean Air Act violations at the Zug Island coke plant, and to allocate an additional $20 million for community health projects. The ruling follows...
Nigeria’s Oil Firms Survive on $7 per Barrel as Insecurity Tames Profit
Nigeria’s indigenous oil producers are surviving on razor‑thin margins of $5‑7 per barrel despite crude prices hovering around $70. Production costs sit near $40 per barrel, but spiralling security expenses and operational losses from theft and pipeline vandalism push total...
Developer Drops Coal Country Solar and Battery Plans in Face of Mounting Local Opposition
Elgin Energy, backed by Copenhagen Infrastructure Partners, has abandoned its planned 90 MW solar farm and equal‑capacity battery storage at Mitchells Flat, NSW, after intense local opposition. The project, slated for 177,000 panels on low‑quality agricultural land, faced community pushback over...
Can Big Oil Succeed Where Diplomacy Has Failed in Libya?
Libya’s National Oil Corporation launched its first post‑Gaddafi licensing round, offering 22 offshore and onshore blocks to meet a 2 million‑barrel‑per‑day production target by 2028. U.S. super‑major Chevron secured Contract Area 106 in the Sirte Basin, marking its return after a 16‑year...
CVR Energy Inc (CVI) Q4 2025 Earnings Call Transcript
CVR Energy reported a Q4 2025 net loss of $10 million and EBITDA of $20 million, with full‑year EBITDA of $211 million. Ammonia plant utilization fell to 64% due to a Coffeyville turnaround and air‑separation unit issues, while UAN and ammonia prices rose...
ONE Gas Inc (OGS) Q4 2025 Earnings Call Transcript
ONE Gas reported a full‑year 2025 net income of $264 million and adjusted net income of $271 million, delivering $4.37 GAAP EPS and $4.48 adjusted EPS. The company introduced a non‑GAAP adjustment to reflect the impact of Texas House Bill 4384, which...
Occidental Petroleum Corp (OXY) Q4 2025 Earnings Call Transcript
ConocoPhillips posted Q4 2025 production of 2.32 million barrels of oil equivalent per day, matching guidance, and generated $1.02 adjusted earnings per share. Operating cash flow reached $4.3 billion while capital spending was $3 billion, leading to $9 billion returned to shareholders—45% of cash...
Russia’s Offer to Build a Small Nuclear Reactor in Kyrgyzstan and Its Implications
In late 2025 President Vladimir Putin announced Russia’s willingness to build a small modular reactor (SMR) in Kyrgyzstan, aiming to address the country’s chronic electricity shortages. Kyrgyzstan relies on over 90% hydropower, making its grid vulnerable to droughts and aging...
Texas Pacific Land Corp (TPL) Q4 2025 Earnings Call Transcript
Texas Pacific Land Corp reported record fourth‑quarter 2025 results, with oil and gas royalty production rising 23% year‑over‑year and water sales surpassing 1 million barrels per day, up 36%. Full‑year free cash flow hit a record $498 million, an 8% increase, while...
American States Water Co (AWR) Q4 2025 Earnings Call Transcript
American States Water Company reported GAAP earnings per share of $0.87 for Q2 2025, a $0.02 increase year‑over‑year, driven by newly approved water and electric rates. The water segment posted EPS of $0.73 and the electric segment $0.03, while operating...
American Water Works Co Inc (AWK) Q4 2025 Earnings Call Transcript
American Water reported adjusted earnings of $5.64 per share for 2025, an 8.9% increase year‑over‑year, and affirmed 2026 EPS guidance of $6.02‑$6.12. The utility deployed roughly $3.2 billion in capital projects, emphasizing pipe replacement, treatment upgrades, PFAS remediation, lead line removal...
Western Midstream Partners LP (WES) Q4 2025 Earnings Call Transcript
Western Midstream Partners highlighted a disciplined capital strategy, cutting 2026 capex to $150 million—a 40% drop from 2025—and targeting under $75 million in 2027‑28. The company underscored that roughly 95% of 2026 revenue is shielded by minimum volume commitments, delivering predictable cash...
Nanoengineering of Non-Aqueous Liquid Electrolyte Solutions for Future Lithium Metal Batteries
Researchers are applying nanoengineering principles to design non‑aqueous liquid electrolytes that reshape solvation structures for lithium‑metal batteries. By manipulating solvent‑salt interactions and creating localized high‑concentration environments, the new formulations achieve Coulombic efficiencies above 99.9% and enable fast‑charging at high voltages....
OGE Energy Corp (OGE) Q4 2025 Earnings Call Transcript
OGE Energy Corp reported 2025 consolidated earnings per share of $2.32, hitting the top of its guidance range, and set 2026 EPS guidance at $2.43 with a 5‑7% long‑term growth target. Net income rose to $471 million, while the company announced...
HF Sinclair Corp (DINO) Q4 2025 Earnings Call Transcript
HF Sinclair reported record adjusted EBITDA of $564 million in Q4 2025 and $2.3 billion for the full year, driven by higher refinery margins and EPA RINs waivers. The company achieved an all‑time throughput of 652,000 bpd while cutting operating costs to $7.67 per...
China's Solar Industry Braces for Disruption
China’s photovoltaic manufacturing capacity has surged past 1,100 GW annually, roughly twice the world’s current demand of 580 GW. The glut has driven panel prices down and intensified competition among predominantly private firms. Overcapacity is now triggering a wave of bankruptcies and...
Majors' 'Cash Cow' Model Starts to Show Limits
Western oil majors continue to benefit from Brent prices above $60 per barrel, yet a deep‑seated surplus is dampening market optimism. Preliminary 2025 results show that the capital spending commitments made during the 2021‑22 post‑COVID recovery are already under strain,...
Waymo Looking to Buy 50,000 Hyundai Ioniq 5 Robotaxis for $2.5 Billion
Waymo is reportedly negotiating to purchase 50,000 Hyundai Ioniq 5 electric vehicles for roughly $2.5 billion, aiming to expand its robotaxi fleet. The cars would arrive without Waymo’s lidar, radar and computing suite, implying a post‑delivery sensor retrofit. At an estimated $50,000-plus...
Ovintiv to Divest Anadarko Assets for $3 Billion
Ovintiv announced a $3 billion cash sale of its Anadarko holdings in Oklahoma, encompassing roughly 360,000 net acres across the SCOOP and STACK plays. The divestiture, slated to close in Q2 2026, follows the company’s recent $2.7 billion acquisition of NuVista Energy,...
Gas and LNG Markets, Feb. 17, 2026
The Energy Intelligence roundup shows European LNG prices falling to two‑month lows as a global supply surge pressures the market. Analysts argue that low‑cost contracts and expanded regasification capacity are crucial for price‑sensitive emerging economies to absorb the influx. At...
Non-Opec-Plus: Flows Poised to Change as Output Grows
In 2026 non‑OPEC‑plus producers are expanding output, prompting a fresh reshuffle of global crude flows. The United States is set to import more Venezuelan oil, freeing domestic barrels for export. India, under pressure to curb Russian supplies, is turning to...
FXU: Utilities Dashboard For February
The February utilities dashboard shows water utilities trading about 15 % below their 11‑year average, while electric and multi‑utility firms are roughly 17 % overvalued. First Trust Utilities AlphaDEX Fund (FXU) has outperformed the sector benchmark XLU, yet the Invesco S&P 500...
AMLP: Attractive 8% Dividend Yield But With Limited Price Appreciation
The Alerian MLP ETF (AMLP) offers an approximately 8 % distribution yield, boosted by a recent $1 quarterly dividend increase. Its portfolio concentrates heavily, with the six largest mid‑stream MLP holdings accounting for over 75 % of assets due to a 12 %...