
3 Things Investors Can Do Now to Keep Control as Oil Prices Shake the Market
The renewed conflict around the Strait of Hormuz has tightened global oil supplies, pushing crude prices higher and rattling markets. BCA Research chief strategist Felix Vezina‑Poirier warns that the U.S. blockade could prolong the disruption, giving Iran leverage over energy flows. Investors are urged to (1) deepen their geopolitical context, (2) reassess energy exposure in their portfolios, and (3) avoid reactionary trades, sticking to a disciplined plan. The piece highlights specific equity and ETF options while cautioning against panic buying or selling.
Suniva Announces 4.5-GW Solar Cell Facility in South Carolina
Suniva announced a $350 million investment to build a 4.5‑GW solar‑cell plant in Laurens, South Carolina, slated for operation in Q2 2027. The new facility will raise Suniva’s U.S. capacity to over 5.5 GW, making it the largest merchant solar‑cell manufacturer in the...
MP CM Yadav Reviews Renewable Energy Schemes, Stresses Affordable Power to Farmers
Madhya Pradesh Chief Minister Mohan Yadav reviewed renewable‑energy programmes, pledging affordable electricity for farmers and setting a goal to equip over 200,000 farms with solar pumps by the end of the fiscal year. He urged farmers to become self‑reliant energy...

Uzbekistan Wants Nuclear Energy, But Can It Afford the Water Cost?
Uzbekistan announced a partnership with Russia, overseen by the IAEA, to build a nuclear power plant in Jizzakh that could supply up to 15% of the country’s electricity. The project, valued at roughly $24.7 billion, includes a national radioactive‑waste centre and...
Solar Rooftop Works to Be Accelerated Across Andhra Under PM Surya Ghar Scheme
Andhra Pradesh is speeding up rooftop solar installations under the PM Surya Ghar Muft Bijli Yojana, using a Utility‑Led Aggregation (ULA) model for Scheduled Caste (SC) and Scheduled Tribe (ST) households. To date, 20,636 SC/ST homes have received solar systems,...
Kerala Power Consumption Breaks Records Amid Heatwave
Kerala recorded its highest-ever electricity consumption on April 14, with 112.52 million units consumed as a heatwave pushed temperatures up to 40 °C in parts of the state. Peak demand hit 6,012 MW, a record for the state. The surge was driven by...
Energy Relief to Support S African FeCr in Short Term
South Africa's state‑owned utility Eskom has proposed a new electricity tariff of 62 South African cents per kilowatt‑hour (about $0.04) for ferro‑chrome smelters, cutting the previous rate of roughly 136 cents/kWh ($0.09) by more than half. The relief, submitted to regulator...

POWERGRID Wins Green World Award 2026 for Climate Change Excellence
Power Grid Corp. of India (POWERGRID), a Maharatna public‑sector utility, won the Green World Award 2026 for climate‑change excellence at a ceremony in Cardiff Castle, Wales. The accolade recognises POWERGRID’s push for energy‑efficient transmission infrastructure and its integration of sustainability...
Daytime Power Supply Now Reaches Farmers in 24 Districts, Says Rajasthan CM
Rajasthan Chief Minister Bhajanlal Sharma announced that daytime electricity is now reaching farmers in 24 districts, with a goal to achieve full daytime power supply across the state by 2027. The announcement came after a review meeting of the energy...

Global Energy Crisis Escalates: Governments Respond, But Their Actions Aren’t Enough
Visa announced it will serve as a validator on Tempo’s public blockchain, becoming the first major payments network to join the platform. The partnership aims to deliver faster, more secure settlement for institutional clients and to broaden blockchain use beyond...
Mayor Bass Has a New Plan for Addressing Climate Change in Los Angeles
Los Angeles Mayor Karen Bass unveiled a comprehensive Climate Action Plan that aims to double solar capacity, electrify the city bus fleet and install 120,000 EV chargers by 2030, and achieve 80% renewable energy by 2030 and 100% by 2035....
Chile Weighs LNG Export Hub Role for Argentine Natural Gas
Chile’s new Energy Minister Ximena Rincón announced that the country is evaluating a Pacific‑coast LNG export hub to ship Argentina’s growing natural‑gas output to Asian and global markets. Argentine shale fields, especially the Neuquén basin and Vaca Muerta, are seeing production...

No Issues with UK Fuel Supply, Says Reeves
Chancellor Rachel Reeves told the BBC that the United Kingdom faces no immediate shortage of petrol, diesel or jet fuel, despite heightened global tensions following the US‑Israel war with Iran. Her comments came after the International Monetary Fund urged nations...
Abaxx Exchange
Abaxx Exchange, a Singapore‑based Recognised Market Operator, launched in June 2024 offering centrally‑cleared, physically deliverable LNG futures across three regional contracts. Since then it has expanded its suite to include nickel‑sulphate, gold kilobar, carbon‑offset and the world’s first exchange‑traded solar futures,...
European Utility Expects New U.S. LNG Supply to Soften Blow of Qatari Outage
Italian utility Edison SpA announced it has secured seven LNG cargoes from the United States to compensate for a shortfall caused by QatarEnergy’s force‑majeure declaration. The outage follows Qatar’s shutdown of super‑chilled LNG production amid Middle‑East conflict. Edison’s CEO Nicola Monti cited...

JinkoSolar’s Profitability Deteriorates as Annual Module Shipments Decline
JinkoSolar reported a steep decline in 2025 profitability as module shipments fell 7.3% to just over 86 GW and revenue dropped 20% to $9.37 billion. Gross margin collapsed to 0.3% in Q4, driving an adjusted net loss of $448.6 million and a GAAP...

Solar PPA Prices in Q1 2026 Fall in Europe, Rise in North America
LevelTen Energy reports that average solar power purchase agreement (PPA) prices fell 13% year‑on‑year to €55.05/MWh (US$64.83/MWh) in Europe during Q1 2026, marking five straight quarters of decline. In contrast, North American solar PPAs rose 13% YoY to US$64.49/MWh, driven by...

Luzon, Visayas Electricity Grids Placed Under ‘Yellow’ Alert
The National Grid Corp. of the Philippines (NGCP) placed both the Luzon and Visayas electricity grids under a yellow alert on Thursday, marking the second such alert this year. The Luzon grid reported an available capacity of 12,223 MW against a...

Kentucky Is Getting Its First Pumped Storage Hydropower Project for $1.3B
Kentucky is set to launch its first pumped‑storage hydropower facility, a $1.3 billion venture aimed at bolstering grid reliability. The project will deliver roughly 1 GW of reversible generation, enabling large‑scale energy storage for renewable integration. Backed by a public‑private partnership, the...
Europe to Face Fuel Shortage? Energy Agency Head Warns ‘Maybe 6 Weeks of Jet Fuel Left’ — Here's All We...
IEA executive Fatih Birol warned that Europe may have only six weeks of jet fuel left as the Strait of Hormuz remains blocked by Iran. The closure, which handles about 20% of global oil shipments, is already tightening supplies of...

Data Center Power Crunch Lifts Engines, Aeroderivatives Into Larger Role
Recent procurement announcements reveal a rapid shift of reciprocating engines and aeroderivative turbines from backup to primary power at hyperscale data centers. Wärtsilä secured a 412 MW order for its 34SG engines in Ohio, while PROENERGY will supply 650 MW of 50 MW...

Temporary Power Solutions Could Ease Europe’s Grid Strain
Aggreko’s new white paper, “Breaking the Gridlock,” argues that temporary on‑site power solutions can relieve Europe’s strained electricity networks as renewable capacity expands. The report notes that roughly 1,700 GW of renewable projects are stalled in grid queues across 16 countries,...

ANDRITZ Lands Contract to Modernize NYPA’s Niagara Hydropower Plant
The New York Power Authority awarded ANDRITZ a contract to design, build and deliver five new 215 MVA generator stators for the Robert Moses Power Plant, part of the Niagara Power Project. The stators will replace several of the plant’s 13...

AI’s Energy Appetite Is Making Power Bills Harder to Swallow for Americans
A new American Home Shield survey of 1,003 consumers shows that 88% have seen utility costs rise, with the average electric bill now $187. Respondents living near data centers—14% of the sample—report a 94% incidence of higher bills and pay...

Matrix Starts Texas Solar Operations
Matrix Renewables has placed its 281 MWdc Stillhouse Solar PV project into commercial operation in Bell County, Texas. The $380 million development secured Investment Tax Credit funding and converted construction loans into long‑term debt, with Northleaf Capital as a minority investor and...

USA Crude Oil Stocks Drop Almost 1MM Barrels WoW
The Energy Information Administration’s weekly petroleum status report for the week ending April 10 shows U.S. commercial crude inventories fell 0.9 million barrels to 463.8 million barrels, roughly one percent above the five‑year seasonal average. Total petroleum stocks dropped 13.1 million barrels week‑on‑week while...

US Probes Suspicious Oil Trades Made Before Trump Iran Pivots
John Lothian News is rolling out “Auditions,” a new JLN topic page that invites market‑related entertainment creators to showcase scripts, books, documentaries and poems to its audience. The inaugural offering is a feature‑film script titled “The Front Runner,” dramatizing a...
Implications of WTI Oil Futures In Backwardation Amid the Supply Crunch
WTI oil futures have entered backwardation, with near‑term May and June contracts trading above the more stable December contract. Backwardation signals a tight market and generates a positive roll yield, contrasting with the negative roll yield seen in contango periods....
🎥 Heat Beneath Our Feet: Unlocking Superhot Geothermal with Carlos Araque, Quaise Energy
Quaise Energy’s CEO Carlos Araque outlined a microwave‑driven deep‑geothermal approach that vaporizes rock to reach 10‑20 km depths where temperatures hit roughly 400 °C. The super‑hot environment creates supercritical water capable of delivering baseload power comparable to fossil‑fuel or nuclear plants. Quaise...

Oxford PV’s Perovskite Expertise to Help Advance Solar-Powered EVs
Oxford PV, a specialist in perovskite photovoltaics, has joined the UK‑led Smart Use of Integrated Technology for EV (SUITE) research consortium. The project, backed by the Advanced Propulsion Centre and the UK government, brings together Nissan’s Technical Centre UK, engineering...
ERCOT Says Texas Demand Could Quadruple but Cautions Forecast May Be Inflated
ERCOT’s preliminary long‑term load forecast projects Texas peak electricity demand could soar to 367,790 MW by 2032, roughly four times the 2023 record of 85,508 MW. The surge is attributed to expanding data centers, cryptocurrency mining, and other large‑load industrial customers. Current...

First ‘Community-Owned’ Battery Investment Scheme Opens
Low Carbon Hub has launched the United Kingdom’s first community‑owned battery at Ray Valley solar park near Bicester. The scheme invites public investors to co‑own a storage system that will capture surplus solar power and release it during peak demand....

Bessent Says USA Won't Renew Iranian, Russian Oil Waivers
U.S. Treasury Secretary Scott Bessent confirmed that the United States will not renew the general licenses that temporarily allowed the sale of Russian and Iranian crude. The waivers expired this weekend, leaving the Strait of Hormuz—a chokepoint for roughly 20%...

US Pressure Puts World Bank’s Climate Plan at Risk
The World Bank’s Climate Change Action Plan (CCAP), which earmarks 45% of its budget for climate‑beneficial projects, is set to expire in June. The Trump administration, through Treasury Secretary Scott Bessent, is pressuring the bank to drop its climate targets...

USA Resumes Sanctions on Russian and Iranian Oil
The U.S. Treasury announced it will not renew the temporary waivers that exempted Russian and Iranian crude oil from sanctions, ending the relief on April 11 for Russia and April 19 for Iran. The waivers, introduced during the Trump era to ease...

Puerto Rico Approves Aggregated Residential Energy Storage Motion From Tesla, Sunrun, and SunStrong
Puerto Rico's Energy Bureau approved a joint motion by Tesla, Sunrun and SunStrong to auto‑enroll residential battery owners into the Customer Battery Energy Sharing (CBES) program, effectively creating an aggregated virtual power plant. The auto‑enrollment, which expanded to 81,000 homes...

Utilities Sector 2Q26: Best and Worst
The New Constructs 2Q26 sector rating places utilities at the bottom, ranking 11th of 11 and assigning a Very Unattractive rating. The rating reflects an aggregate assessment of 81 utility stocks as of April 12, 2026. The report highlights the...

Commission Opens In-Depth Investigation Into Romanian State Aid to Support Refurbishment of Cernavoda 1 Nuclear Reactor
The European Commission has launched an in‑depth investigation into Romania’s €3.2 billion (≈ $3.5 billion) state aid package for refurbishing Unit 1 of the Cernavodă nuclear plant. The aid includes a €600 million (≈ $654 million) grant, loan guarantees, a 30‑year two‑way contract for difference and a...
Vietnam’s Solar Capacity Surpasses 19 GW
Vietnam’s cumulative solar capacity reached 19,252 MW (19.3 GW) by the end of 2025, a 586 MW increase over 2024 but far slower than the 1.6 GW added in 2023. The growth is driven by expanding rooftop installations and renewed policy support, including a...
Why Reforming Rooftop Solar and Battery Permitting Belongs on Every State Affordability Agenda
American families face soaring electricity bills, yet state permitting rules for rooftop solar and home batteries remain a costly bottleneck. A new Environment America scorecard shows 48 states receive D or F grades, with only California and Texas earning B...
Nordex Group Achieves Order Intake of 1.9 GW in the First Quarter of 2026
Nordex Group reported a first‑quarter 2026 order intake of 1,869 MW (about 1.9 GW), down from 2,182 MW a year earlier. The average selling price rose to €0.91 million per megawatt, roughly $0.99 million, reflecting a stable pricing environment. Customers placed orders for 292 turbines...
China Asks Iran to Ensure Freedom of Navigation Through Strait of Hormuz
China’s foreign minister Wang Yi urged Iran to guarantee free and safe navigation through the Strait of Hormuz during a call with Iranian counterpart Abbas Araghchi. The request coincides with a Pakistan‑led mediation team arriving in Tehran to revive U.S.–Iran peace talks....

Is the US Falling Victim to the Resource Curse?
The article questions whether the United States is succumbing to the classic resource curse, a theory that abundant natural‑resource wealth crowds out manufacturing and renewable development. It notes that the premise assumes a zero‑sum relationship between oil‑gas production and other...
FERC Orders American Efficient to Pay $1.1B for ‘Brazen Fraud’
The Federal Energy Regulatory Commission (FERC) ordered American Efficient, its parent Modern Energy Group, and affiliated firms to pay roughly $1.1 billion for a massive fraud that spanned more than a decade. The agency said the company sold energy‑efficiency capacity it...

Rolls-Royce SMRs Signal a Shift Toward Industrialized Nuclear Supply Chains
The UK has approved three Rolls‑Royce small modular reactors (SMRs) at Wylfa, marking a pivot from bespoke, site‑built nuclear plants to a repeatable, industrial production model. The program emphasizes modular construction, standardized components, and off‑site manufacturing, shifting the critical path...

Kier Lands £70m Sizewell C Gateway Civils Job
Kier has secured a £70 million (≈$90 million) contract to build the North Plaza gateway for the Sizewell C nuclear power project, a 15‑hectare site that will manage worker access, deliveries and security screening. The plaza will become the primary entry point to...
Germany Adds Record 1 GWh of Battery Storage in March
Germany is on track to surpass the 1 GWh monthly battery storage milestone in March, driven primarily by residential photovoltaic systems. Energy‑Charts data show 522.9 MW of power and 985.9 MWh of energy capacity added, with figures likely to rise as registrations lag...

Viridi RPSLinkIN Energy Storage System Receives UL 9540 Listing
Viridi’s RPSLinkIN 480‑V battery system earned UL 9540 listing after passing the rigorous UL 9540A indoor residential test conducted by TÜV Rheinland. The 50 kWh pack met five performance criteria with no smoke, gas or fire, proving it can operate safely without additional fire‑suppression equipment....

March Sees Almost 50% of Electricity Generated by Renewables with New Records for Grid Scale Solar
New provisional data from EirGrid shows that renewables supplied 49% of Ireland’s electricity in March, matching February’s 48% share. Wind remained dominant, providing 40% of the fuel mix and generating 1,258 GWh, while grid‑scale solar set a record 983 MW output, approaching...

Lightshift Energy Lands BESS Portfolio for Virginia Electric Co-Ops
Lightshift Energy has secured a portfolio of five 5‑MW battery‑energy‑storage systems for Blue Ridge Power Agency and its member co‑ops in Virginia. The projects, located at three CVEC sites, one CBEC site and the City of Salem, are under construction...