40 stories from 9 sources
The week in Global Energy & Infrastructure
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Iran’s confrontation with the US threatened Hormuz traffic, forcing tankers to hide movements and encouraging alternative routes even as flows continued. By week’s end, volumes had partially recovered and a US-Iran framework pointed toward reopening, but shipping backlogs and renewed disruption risks kept the recovery fragile.
Solar and wind capacity continued to grow, including a New York output record and SunZia’s start of commercial operations. Negative power prices, tight reliability margins, and expanding corporate solar procurement showed that grid flexibility and market design are struggling to keep pace.
Ukraine broadened strikes from refineries to depots, pipelines, terminals, and other fuel infrastructure. The campaign is disrupting the network that supports Russia’s domestic economy and military operations, and Ukraine signaled that attacks will continue.
Middle East disruption redirected more Venezuelan crude toward Asian refiners, while weaker Chinese demand and tougher US enforcement strained Iran’s main export channel. The shifts could cushion Asian supply while reducing Iranian revenue and removing discounted barrels from global markets.
Day’s Recap