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INSANE: Wood mackenzie | Rare Historical Photos

War in the Middle East hasn’t triggered a coal comeback, but it is boosting renewables

Countries have few incentives to permanently pivot back to coal, even during the worst energy disruption in history.

Fortune

The UK needs more North Sea gas, not greater reliance on US imports

Transition to a cleaner future takes time and we need supplies that are the least polluting and have the lowest cost

The Guardian - UK

"A bend in the trajectory": U.S. data center development has hit snags because the power grid is approaching its limits to support them

An energy bottleneck is threatening Big Tech's massive data center ambitions, and it means those companies may need to break their huge capital expenditure promises.

Fortune

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Will the Iran war really lead to a global pivot to renewable energy?

IN FOCUS: With US and Israeli strikes on Iran continuing and no end to the conflict in sight, calls are growing for the rest of the world to reduce its dependence on oil and gas. But experts tell Stuti Mishra that moving away from oil is no easy task – if…

The Independent UK

Over a barrel: what does the energy crisis caused by the Iran war mean for UK households?

With the flow of oil from the Middle East drying up and energy prices skyrocketing, the economic outlook is grim. Jonathan Prynn looks at the options facing Rachel Reeves and Keir Starmer

Evening Standard

$100 Oil? A Prolonged Hormuz Closure Could Trigger a 1970s-Style Energy Shock

Explore the strategic importance of the Strait of Hormuz and how escalating tensions could impact global oil markets and prices.

International Business Times UK

How the war in Iran could ‘guarantee’ a global recession

How a waterway barely 30 miles wide could plunge the world into recession.

Fortune

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Stocks plunge in global selloff, but some on Wall Street are looking for assets that respond well to war

Wells Fargo’s Ohsung Kwon argued that traders should buy the dip.

Fortune

FTSE 100 share index records biggest fall since November as Iran war drives up oil and gas prices – as it happened

US-Israel war with Iran hits shares in travel companies, and the pound, although oil producers and weapons makers are rallying

The Guardian - UK

AI data-centre buildout pushes copper toward shortages, analysts warn — only 70% of 2035 demand could be met, 2025 deficit thought to be 304,000 tonnes

Copper producers and market analysts are starting to outline a supply gap that arrives just as hyperscale AI campuses ramp toward record power draws.

Tom’s Hardware

California’s ‘impossible’ dream of ending fossil fuels isn’t working, and now it’s looking at price spikes and shortages

A planned shutdown of Valero's massive refinery near San Francisco in the spring would really put the pinch on motorists.

Fortune

Interior Secretary Burgum must personally approve all wind and solar projects, a new order says

All solar and wind energy projects on federal lands and waters must be personally approved by Interior Secretary Doug Burgum

The Independent UK

Trump will throw US clean power into question

Donald Trump’s election sent clean energy stocks tumbling, and some firms have paused investments.

Al Jazeera

1 Energy Transition Stock Set to Thrive Under Trump 2.0

A key component to modernizing the electric grid to meet soaring power demand from AI data centers are transformers. But the industry is being overwhelmed by demand for transformers. The $48 billion market is forecast to reach $67 billion by 2030, says consultancy Rystad Energy. This is great news for…

Barchart

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Barchart

The 'Age of Electricity' is Dawning on Wall Street, and This is the Best Stock to Buy

The IEA says the 'Age of Electricity' is here. Here in the U.S., in the 2010s, the economy expanded by 24%, yet electricity demand remained steady. That's about to change, as the energy consultancy Wood Mackenzie projects a yearly increase in electric demand from 4% to as much as 15%…

Barchart

Nuclear Stocks Go Nuclear as AI Data Centers Power Up

Nuclear power has long been on the decline, with its share of the world’s electricity generation down from 18% in the mid-90s to 9% today. But now, companies like Amazon and Google are investing into firms that are building the next generation of small nuclear reactors. This has sent nuclear…

Capital & Main

Trump’s Environmental Agenda: Embrace Big Oil, Ignore the Climate Crisis

Project 2025 plan to gut climate policy and boost fossil fuels could set back global efforts for decades, say scientists and analysts.

The Guardian - AU

The claim of a $600bn carbon capture windfall for Australia is based on heroic assumptions and selective analysis

Projections of the size and scale of a future CCS industry should come with heavy doses of scepticism

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news in one place.

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International Business Times

China's Green-tech Manufacturing Powerhouse

China has extended its manufacturing domination to clean energy industries in recent years, alongside a global push for climate change action, but that is starting to worry the United States, Europe and others.

Top News

Global Oil Demand To Grow By 1.9 Million Bpd In 2024

Learn about the projected growth in global oil demand for 2024 and the industry's need to adapt to meet future energy needs sustainably.

The Independent UK

The year in clean energy: Wind, solar and batteries grow despite economic challenges

Led by new solar power, the world added renewable energy at breakneck speed in 2023, a trend that if amplified will help Earth turn away from fossil fuels and prevent severe warming and its effects

Fortune

How Elon Musk’s solar ambitions fell back to earth

The revolutionary "solar roof" is one of Musk's best products. How come nobody's buying it?

WEKU

The world is awash in plastic. Oil producers want a say in how it's cleaned up

Groups connected to the fossil fuel industry are trying to shape an international treaty to cut plastic pollution. And oil- and gas-producing nations are at the negotiating table.

Barchart

Buy This Mining Stock Now for the Inevitable Copper Shortage

The decarbonization of the world’s power grids and auto fleets will drive up demand for copper, and investors should buy this top mining stock to take advantage as demand overwhelms supply.

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