What are crack spreads and why are they elevated? Crack spreads are indicators of the profitability of refining crude oil into petroleum products such as gasoline and diesel. One common crack spread […]
India Plans Mandatory Battery Storage at Solar and Wind Projects
India’s authorities plan to introduce, from July 1, 2027 a regulation requiring developers of solar and wind energy projects to have battery storage installed at the sites in a bid to better […]
Utilities eye small modular nuclear reactors for reliability as hyperscalers drive demand
This audio is auto-generated. Please let us know if you have feedback. Advanced nuclear developers are pitching small modular reactors and microreactors as firm, low-carbon power for an increasingly strained grid. But […]
Hydrogen Learning Curves Are Counting The Wrong Doublings
Hydrogen cost forecasts often borrow one of the clean-energy transition’s most useful empirical tools: the experience curve. If a technology has historically fallen by a given percentage in cost every time cumulative […]
Second wave of big batteries will eat the dinner for fossil fuels, forcing some coal generators to close
The current second wave of big battery projects will kill the economics of most coal generators, but the grid still needs a lot more wind and solar. The post Second wave of […]
White Hydrogen Drilling Push Gains Momentum Across Three Continents
Scientists and start-ups believe naturally occurring hydrogen could be the next major geological breakthrough, unleashing huge amounts of hydrogen to power the clean energy transition. Researchers in the United States, Canada, and […]
U.S. SPR Depletion Threatens Further Oil Price Volatility
Crude oil prices are on their way up again, driven by the latest flare-up of hostilities in the Persian Gulf—but they are also up because U.S. crude inventories are down again, and […]
Why Uranium Stocks Are Falling as U.S. Production Triples
U.S. uranium production is climbing from a base so depleted that a threefold increase still leaves America dependent on imports for most of its reactor fuel. Output rose to 2.1 million pounds […]
Analysis: China’s CO2 Emissions Fall in Q2 2026 Due to Plummeting Oil Use
China’s carbon dioxide (CO2) emissions fell by 1% in the second quarter of 2026, as oil consumption plummeted amid the strait of Hormuz crisis. The country’s use of oil fell by 9% overall […]
Global Refining Crunch Could Keep Fuel Prices High Into 2027
Damaged refineries in the Middle East and Russia and insufficient capacity elsewhere to offset the supply disruptions will likely keep global fuel prices elevated into the next year, analysts say. The Middle […]
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