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The month in Global Energy & Infrastructure
Longest running story: 19 days
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The confrontation first threatened tanker traffic and squeezed Iranian export channels, then repeated reopening efforts pushed oil markets toward surplus while Hormuz remained unreliable. Qatar worked to restore LNG flows after a Ras Laffan blast, but crude and gas recovery both remained exposed to renewed disruption and routing uncertainty.
Renewables continued expanding even as tight reliability margins exposed weaknesses in grid flexibility and market design. AI-driven data-center demand accelerated investment in storage, nuclear power, transmission, and other firm capacity, while policy unwound offshore-wind projects and redirected support toward gas and geothermal generation.
Ukraine expanded strikes from refineries to depots, pipelines, terminals, and other fuel infrastructure. The campaign deepened fuel shortages, including in Crimea, and kept pressure on the network supporting Russia's economy and military operations.
China shifted renewable policy toward grid integration and consumption while beginning to address the solar manufacturing glut. Its energy plan still preserved coal for reliability and energy security, leaving the country's transition balancing decarbonization with dependable power.
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