A Growing Grid: Five Principles for Transmission Policy
The North American Electric Reliability Corporation (NERC) issued a rare Level 3 alert, warning that hyperscale data centers are creating volatile, hard‑to‑predict load swings that can drop gigawatts in seconds. Utilities lack the tools to absorb these rapid changes, raising a new reliability risk as overall electricity demand climbs. The alert coincides with recent Senate and House hearings that spotlight transmission policy as a critical lever for grid resilience. Lawmakers are debating how to upgrade the bulk power system while shielding ratepayers from costly fixes.
AI Pivot: Electrification Infrastructure in Focus
AI‑driven data centers are exposing a critical shortfall in the United States’ power grid, prompting investors to look beyond chip makers toward the physical infrastructure that can deliver 24/7 electricity. ALPS Capital highlights this shift in its Q2 2026 market themes,...
Joyson Electronics Establishes Solid-State Battery Joint Venture, Targeting Embodied Intelligence
Joyson Electronics and battery specialist Enpower have created a joint venture, Ningbo Junen New Energy Co., to develop solid‑state batteries for embodied intelligence such as robots. The partnership will combine Joyson’s expertise in integrated energy‑management systems with Enpower’s high‑energy‑density solid‑state...
Not All Oil Giants Are Prospering From the Iran War
Oil prices have surged amid the Iran‑Russia conflict, with Brent averaging $118 per barrel in Q1 2026, far above analysts’ $60 forecast. While the higher price environment should lift all majors, U.S. giants Exxon Mobil and Chevron are seeing only modest margin...
Canada’s Carbon Tax Hinders Pipeline Plans, Cenovus CEO Says
Cenovus Energy CEO Jon McKenzie told analysts that Alberta’s proposed 1 million‑barrel‑per‑day pipeline hinges on easing Canada’s industrial carbon tax. He argues that new greenfield oil‑sands projects require less stringent climate rules to be financially viable. The federal and provincial governments...
Train 6 Feed Gas Approval Marks Latest Step in Cheniere Stage 3 Ramp-Up
Cheniere Energy received federal approval to introduce 210 MMcf/d of feed gas into the cold‑end of Train 6, the latest milestone in its Stage 3 expansion at the Corpus Christi LNG export terminal. The approval signals that the train is moving into late‑stage commissioning,...
Signature Solar Announces Reno, NV Distribution Center, Targets South Carolina for Next Facility
Signature Solar, a Texas‑based solar distributor, is opening a 76,000‑square‑foot warehouse and a 2,000‑square‑foot retail store in Reno, Nevada. The new hub will serve DIY homeowners and B2B installers on the West Coast, shortening shipping times and lowering freight costs....
Unlocking the Next Source of US Energy Dominance
The U.S. Department of Energy’s ARPA‑E has poured $4.2 billion into 1,700 energy R&D projects, catalyzing a surge in commercial fusion ventures. Data centers, now 4.4% of U.S. electricity use, could climb to 10% by 2028, driving grid investment and new...
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Green Hydrogen in Europe: Who Stands to Benefit From Nuclear?
The European Commission’s AccelerateEU plan is reviewing green‑hydrogen rules to potentially add nuclear power as an approved electricity source. Under current RFNBO certification, projects must draw power from renewables or a grid that was at least 90% renewable in the...
US Onshore Wind Halt Deals Latest Blow for Project Cargo
The Department of Defense has halted approvals for roughly 165 on‑shore wind projects in the United States, citing national‑security concerns. The pause affects a sector that supplies over 90% of global turbine orders, creating a ripple effect for heavy‑haul logistics...
Why Is Gas So Much More Expensive in Some States Than Others?
Gasoline prices have surged about 50% since the Iran‑Israel conflict began, with the national average reaching $4.54 per gallon on May 6, 2026. California leads with $6.16 per gallon, while Oklahoma sits at $3.96, illustrating stark regional gaps. The price swing reflects...
Trump Claims Deal with Iran to Reopen Hormuz: Update
President Donald Trump announced a tentative peace deal with Iran that could reopen the Strait of Hormuz and end the U.S. "Epic Fury" operation. Iran's foreign ministry said it is still reviewing the U.S. proposal, labeling some clauses unacceptable. Crude...
Resident-Led Campaign Fails to Reverse Ohio County’s Ban on Renewables
Residents of Richland County, Ohio, voted 53% to 47% to retain a July 2023 ban on utility‑scale solar and wind projects across 11 of the county’s 18 townships. Turnout was about 30%, underscoring modest voter participation. The ban, permitted by a...
Smart Meters Explained: Will They Raise or Lower Your Energy Costs?
Smart meters are digital devices that record household electricity use in near‑real time and automatically send the data to utilities. Major U.S. utilities such as PG&E, Duke Energy, Southern Company and Xcel Energy are rolling out the technology to cut...
Oil Prices Fall as Trump Says Strait of Hormuz ‘Open to All’ if Iran Accepts Deal
President Donald Trump announced that the Strait of Hormuz would be opened to all shipping if Iran accepts a pending deal, prompting a sharp drop in oil prices. Brent crude slid 11% to $97 a barrel, breaking below the $100...
OTC Speakers Say Venezuela Reopening Hinges on Stability, Legal Clarity
At the 2026 Offshore Technology Conference, speakers warned that Venezuela’s re‑entry into the U.S. energy market hinges on political stability, clear legal frameworks, and manageable geopolitical risk. U.S. majors such as ExxonMobil and ConocoPhillips have already dispatched technical teams to...
Transition Away Host Colombia Faces Phaseout Challenges
Colombia, under President Gustavo Petro, hosted the inaugural Transition Away conference in Santa Marta, calling on 57 nations to develop national fossil‑fuel phase‑out roadmaps. The government released a draft roadmap aiming to cut domestic fossil‑fuel demand by 90% through rapid solar and...
FOCUS: As One Unit at Three Mile Island Eyes Restart, Decommission of Other Stalls
Three Mile Island Unit 1 is slated to restart in 2027 under a 20‑year power purchase agreement with Microsoft, aiming to supply AI data centers with carbon‑free electricity. The $1.6 billion project, backed by a $1 billion DOE loan, promises over 3,000 jobs...
Online Sleuths Are Raising More Red Flags Around Suspiciously Timed Iran-War Oil Trades
Oil prices plunged after reports that the United States and Iran were close to a peace agreement, sending Brent down 11.9% and WTI over 13%. Data from The Kobeissi Letter revealed nearly $920 million in crude‑oil short contracts opened just an...
Even if an Iran Deal Calms Energy Markets, One Oil Stock Can Still Stand Out
Shell plc (SHEL) is poised to benefit from sustained high oil prices as the Strait of Hormuz blockage keeps Brent crude elevated. The company just finished a $3.5 billion share‑buyback and is expected to launch another tranche alongside its 3.2% dividend....
Mona Dajani Joins Cooley as Co-Chair of Infrastructure, Energy and Real Estate Group
Cooley has launched an Infrastructure, Energy and Real Estate group in New York, appointing Mona Dajani as partner and co‑chair alongside Michelle Schulman. Dajani, a former global co‑chair of Baker Botts' energy, infrastructure and hydrogen practice, brings decades of experience in...
How Should Europe Respond to the Energy Shock?
European governments have largely responded to the Iran‑driven energy shock by cutting fuel taxes, a move that the author argues misses the strategic opportunity presented by soaring oil prices, which have risen to about $115 per barrel. Instead of subsidizing...
Delfin LNG Gains More Momentum With Another SPA on Path Toward FID
Gunvor Group announced a new sale‑and‑purchase agreement to buy additional LNG from the Delfin floating‑liquefaction project off Louisiana. The deal follows a similar SPA signed in 2023 and adds to Delfin’s existing contracts covering more than 4 million tonnes per year....
Oil Prices Drop and Stock Markets Rise After Reports of Deal to End Iran War
Oil markets fell and global equities rose after reports that the United States and Iran are close to a one‑page memorandum ending the war. Brent crude dropped to $97 (≈£73) per barrel before rebounding above $101, down from a peak...
Q&A: How the Strait of Hormuz Closure Affects Global Oil Supply
The closure of the Strait of Hormuz has halted the transit of roughly 20% of the world’s oil, sending shockwaves through global commodity markets. Tim Statts of Schneider Electric explains that despite the U.S. being the top oil producer, it...
PolyJoule’s 3rd-Gen Conductive Polymer Battery Self-Extinguishes at 3,600 °F and Delivers 10,000+ Cycles
PolyJoule unveiled its third‑generation conductive polymer battery, a large‑format prismatic cell that uses a proprietary polymer cathode and liquid‑salt electrolyte. In a UL 9540A test, the cell self‑extinguished when exposed to a propane torch at roughly 3,600 °F (1,982 °C), proving it...
US Offshore Wind “Not a Dead Industry” – Oceantic Network CEO
At the Offshore Technology Conference 2026, Oceantic Network president Liz Burdock argued that U.S. offshore wind is not a dead industry. She cited recent court rulings that overturned the Trump administration’s permitting ban and cleared five stalled permits, strengthening the...
U.S. Inverter Market Faces Policy, Supply Headwinds Despite Safe Harbor Pipeline
Intertek CEA projects U.S. inverter demand to grow 6% annually through 2028, but developers confront tighter regulations under the One Big Beautiful Bill Act’s Foreign Entity of Concern (FEOC) rules and new cybersecurity mandates. Tariffs on imported inverters can reach...
Norwegian Government Attacked over Decision to Reopen North Sea Gasfields
The Norwegian Labour government approved the reopening of three North Sea gasfields and the opening of 70 new offshore exploration areas, committing roughly $2 billion to restart the Albuskjell, Vest Ekofisk and Tommeliten Gamma fields by 2028. The move is framed as a...
Gas Prices Are Spiking. So Why Aren’t U.S. Oil Companies Drilling More?
U.S. gasoline prices have surged to around $4.50 a gallon as the Iran‑U.S. standoff blocks the Strait of Hormuz, trapping roughly 20 million barrels per day of oil. The World Bank projects a 24% jump in global energy prices in 2026,...
Lessons From Australia for Scaling Rooftop Solar and Home Batteries
U.S. utility regulators toured Australia and documented how low‑cost rooftop solar—priced at less than a third of typical U.S. rates—has become the nation’s dominant distributed resource, now supplying roughly 75% of South Australia’s electricity. The study highlights Australia’s friction‑free interconnection...
Orsted Praises AccelerateEU Energy Package
Orsted CEO Rasmus Errboe praised the European Commission’s AccelerateEU package, which aims to fast‑track the shift from fossil fuels to clean energy through grid upgrades and streamlined permitting. He framed the initiative as a robust response to Middle‑East geopolitical tensions...
DRC Weighs Stake in $270M Zambia Power Link to Ease Mining Energy Shortages
The Democratic Republic of the Congo is weighing an equity stake in a $270 million, 200‑km high‑voltage transmission line that will link Zambia’s Kalumbila power plant to the copper hub of Kolwezi. The line is slated to deliver 460 MW initially, with...
Africa’s Energy Future Needs More Than ‘Trickle-Down Electronomics’: Why the Debate Around False Trade-Offs Risks Leaving Millions Behind
Africa’s energy access debate is shifting from pure connection targets to how electrification can drive jobs, industry and long‑term growth. Critics of the “industry‑first” model warn that assuming benefits will trickle down—dubbed “trickle‑down electronomics”—rarely works in practice. The article argues...
Ongoing Hormuz Closure Could Expand Bunker Wait Times Globally: Analyst
The Strait of Hormuz has remained effectively closed since the Middle East war began on Feb. 28, prompting S&P Global analysts to warn that a month‑long shutdown could push two‑week bunker fuel lead times in Asia to a global two‑week norm. Asian...
PSEG CEO: Nuclear Outlook for New Jersey Improves on Lifting of Moratorium
PSEG CEO Ralph LaRossa said New Jersey’s nuclear outlook has improved after Gov. Mikie Sherrill lifted the state moratorium and created a nuclear task force. However, LaRossa warned that any new nuclear projects will require long‑term federal financial, permitting and siting...
Oil and Gas Prices Fall Sharply, Driven by Hopes of Strait of Hormuz Reopening – as It Happened
Oil and gas prices plunged on Tuesday as optimism grew that the Strait of Hormuz could reopen and a U.S.–Iran peace memo might be near. Brent crude fell 11% to $97.48 a barrel, its lowest level since April 22, while U.S....
A Tsunami of AI Demand Will Blossom Into a Bright Future for Bloom Energy, Argues CEO KR Sridhar. Here's Why...
Oracle has expanded its fuel‑cell agreement with Bloom Energy to power its AI‑focused Project Jupiter in New Mexico, replacing planned gas turbines and diesel generators with a 2.45 GW Bloom Energy Server block. The project will become one of the largest islanded micro‑grids,...
Nuclear Reaches 41% of TVA’s Power Supply
The Tennessee Valley Authority’s nuclear fleet provided 41% of its power in the first half of fiscal 2026, up from 31% a year earlier. Nuclear generation produced 33,772 GWh, while net income rose to $658 million, a 23% increase. Interim CEO Mike...
Ampyr and Climate Fund Commission India Solar
Climate Fund Managers and Ampyr Energy have commissioned the 67 MWp Somasamudra Phase 1 solar PV plant in Karnataka, marking the fourth delivery under Ampyr’s EU‑backed renewable platform. The facility will produce more than 118 GWh of clean electricity each year, offsetting over...
DRC Accelerates Energy Sector Reforms with New Projects and World Bank Funding
The Democratic Republic of the Congo secured $250 million from the World Bank to launch the first phase of its $1 billion Integrated Development Program (PDI3), aimed at expanding electricity access. The 10.5 MW Kakobola hydroelectric plant was commissioned, delivering power to thousands...
White House Backs Alaska LNG Tax Reform as Legislative Deadline Nears
The White House has publicly backed a package of Alaska bills that would overhaul the tax framework for the state’s long‑delayed liquefied natural gas (LNG) export project. President Biden’s administration is urging Governor Mike Dunleavy and state legislators to move...
Fortifying US National Security with a Hidden Energy Advantage
The article argues that expanding domestic geothermal and naturally occurring geologic hydrogen can bolster U.S. national security by providing resilient, on‑site power for military installations. Rising natural‑gas prices and geopolitical tensions highlight vulnerabilities of centralized grids. The DoD already pilots...
The Time Is Now: Permitting Reform Is the Foundation of America’s Energy Future
The American Public Power Association is urging the Senate to adopt bipartisan permitting reform after a House package passed the SPEED and PERMIT Acts. NERC forecasts a 224 GW, roughly 70% jump in summer peak demand over the next decade, driven...
Diesel and Gasoline Prices Surge Across U.S. Regions Amid Global Supply Concerns
U.S. diesel and gasoline prices jumped this week as the Middle East conflict tightened global oil supplies. The national on‑highway diesel average rose 29 cents to $5.64 per gallon, while gasoline climbed 33 cents to $4.45 per gallon, according to...
There Are Now More than 2 Million UK Solar Installations
UK solar installations surpassed 2 million in March 2026, the highest monthly volume since 2012, pushing total capacity to 22.1 GW. The month recorded 27,607 new systems delivering 121 MW, while the 373 MW Cleve Hill plant alone contributed 16% of the year‑over‑year capacity...
Texas PV Module Production to Exceed 15 GW in 2026
Texas will produce more than 15 GW of silicon‑based solar PV modules in 2026, accounting for roughly half of all U.S. domestic output. The surge is driven by high‑capacity players such as T1 Energy, Canadian Solar, SEG Solar, Waaree Energies, Imperial...
Renew Risk Launches Severe Storm Model for US Market
Renew Risk has launched a U.S. severe convective storm model designed specifically for utility‑scale solar farms. The model uses an asset‑first, machine‑learning approach and integrates hail, tornadoes and straight‑line wind to produce granular loss estimates. It draws on a monthly‑updated...
Clean Energy Will Help Power FIFA World Cup This Summer
Gillette Stadium in Foxborough, Massachusetts is powering its World Cup matches with a mix of clean energy assets, including a 2 MW solid‑oxide fuel‑cell server, a 1 MW solar array, and purchased renewable energy certificates. The combined system supplies roughly half of...
Overview Energy Awarded Contract to Provide Space-Based Solar Power to U.S. Air Force
Overview Energy, a Virginia‑based solar aerospace startup, secured a U.S. Air Force contract to field its orbit‑to‑grid system for resilient power in logistics‑constrained environments. The technology places geosynchronous satellites in space to harvest solar energy and beam it via infrared...