Energy
BP Sees Third-Quarter Net Debt Falling to $13.5-14.5 Billion
BP p.l.c. published its third-quarter 2026 trading statement on 13 October 2026, stating that it expects net debt of $13.5 billion to $14.5 billion at the end of the quarter, compared with $22.3 billion at the end of the second…
Lithium’s Bubble: Lessons for Battery Investors
A technology can change the world without delivering uninterrupted profits to the companies supplying its raw materials. Lithium offers a clear example. Electric vehicles and energy storage created a compelling growth story, but that story did not eliminate commodity cycles.…
Can Electricity Use Predict Industrial Stock Returns?
A factory’s electricity bill can tell two very different stories. It may be rising because machines are producing more goods, or because the same production now costs more. For investors, confusing those explanations can mean mistaking growth for pressure on…
DOE Selects CFS to Lead AI Digital Twin Project for SPARC
Commonwealth Fusion Systems announced on October 8, 2026, that the U.S. Department of Energy selected it to lead a project in the second phase of the Genesis Mission, making CFS the only private company leading a Phase II award under…
Shell Flags $2.5 Billion German Emissions Outflow in Q3 Update Note
Shell plc published its third-quarter 2026 update note on 7 October 2026, setting out segment production, sales-volume and margin outlooks for the quarter and flagging an approximately $2.5 billion cash outflow tied to German emissions certificates. The update comes ahead…
Blockchain Could Make Virtual Power Plants More Auditable
A home battery can store electricity. Thousands of batteries working together can help support an electricity grid. But when those batteries belong to different households, operate under different contracts, and require different maintenance schedules, coordinating them becomes a problem of…
BWXT BANR Microreactor Selected for Belledune Transportable Nuclear Plant
BWX Technologies announced on October 5, 2026, that Prodigy Clean Energy Ltd., Pabineau First Nation and Eel River Bar First Nation have selected its BANR microreactor technology for a Transportable Nuclear Power Plant (TNPP) to be located in Belledune, New…
Why Trade Wars Can Weaken Carbon Pricing’s Impact
Putting a price on carbon should make clean energy more competitive. If emitting greenhouse gases becomes more expensive, renewable electricity and lower-carbon technologies gain an economic advantage. For investors, that appears to create a straightforward relationship between climate policy and…
New Study Maps Nuclear Fusion’s Economic Viability
Fusion energy promises a future with virtually unlimited energy, generated with next to no pollution. This is because, contrary to classical nuclear energy, nuclear fusion does not use or produce heavy radioactive elements like uranium, plutonium, or thorium. Instead, it…
Jonathan Schramm
First Solar Sues JA Solar and American Panel Solutions Over TOPCon Patent
First Solar, Inc. said on October 1, 2026 that it has filed a lawsuit in the United States District Court for the District of Delaware against JA Solar Technology Co., Ltd., JA Solar International, Ltd., JA Solar Vietnam Co., Ltd.,…
Nuclear Fuel Services Lands $189M Navy Reactor Fuel Deal
BWX Technologies announced on October 1, 2026, the award of a contract totaling approximately $189 million for the manufacture of naval nuclear reactor fuel. The announcement carried a Lynchburg, Virginia, dateline. Under the contract, BWXT subsidiary Nuclear Fuel Services, Inc.,…
Iberdrola Completes GIC Transmission Alliance Expansion in Brazil
Iberdrola announced on October 1, 2026 that it has completed, through its Brazilian subsidiary Neoenergia, the expansion of its strategic alliance with GIC, Singapore’s sovereign wealth fund, in the electricity transmission network business in Brazil. The transaction adds seven Neoenergia…
Rio Tinto Secures Bell Bay Aluminium Operations Through 2031
Rio Tinto , the Tasmanian Government and the Australian Government have reached an agreement to keep the Bell Bay Aluminium smelter in northern Tasmania operating through the end of 2031, Rio Tinto announced in a release dated 1 October 2026.…
CFS Orders Over 10,000 Kilometers of Superconducting Tape From Fujikura
Commonwealth Fusion Systems (CFS) announced on September 30, 2026 that it agreed to purchase more than 10,000 kilometers (3 GA-m) of high-temperature superconducting (HTS) tape from Fujikura Ltd. under a long-term supply agreement, an order the company described as the…
SLB OneSubsea Lands Rovuma LNG Subsea Production Systems Contract
SLB’s OneSubsea joint venture has been awarded a contract by ExxonMobil Moçambique, Limitada, on behalf of Area 4 partners ENH, CNPC, ENI, KOGAS and XRG, to deliver subsea production systems for the first phase of the offshore Rovuma LNG project…
