73 stories from 10 sources
The week in Global Energy & Infrastructure
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A US-Iran sanctions reprieve and faster Gulf shipments initially reopened oil flows and erased the conflict premium, while Iran used the window to rebuild Asian sales. An attack on shipping and renewed routing uncertainty then restored Hormuz's role as a source of disruption risk, even as Saudi export flexibility helped limit the price impact.
Record storage, solar growth, nuclear financing, and grid reforms are converging as US power demand rises, especially from data centers. The buildout is broadening the system's mix of flexible and firm capacity while investors position around the AI-driven electricity squeeze.
China is shifting renewable policy toward grid integration and consumption, while measures to curb the solar manufacturing glut begin improving industry economics. Its new energy plan nevertheless preserves coal's role for reliability and energy security, complicating the outlook for emissions and power demand.
A fatal blast at Ras Laffan tested confidence in Qatar's LNG reliability, but Qatar said export-critical infrastructure remained intact. Empty tankers and expectations that most output would return within weeks pointed to a gradual restoration of shipments rather than a prolonged outage.
Extreme heat increased electricity demand while reducing generation, producing sharp price swings and tighter margins across Europe. The repeated focus on the heat wave turned it into a broader test of power-market resilience and industrial cost pressure.
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