What excites and concerns LNG exporters by 2026? Maguire
In 2025, the LNG industry will make history after exports and production of super-chilled fuel broke records and generated billions in revenue across the global supply chain. Gas sellers were encouraged by the 25% increase in LNG purchases in Europe. This was an important development and raised expectations that gas consumption in countries like Germany, Italy and United Kingdom will continue to grow in 2026. Three of the five largest LNG buyers in the world - all from Asia - are reducing their imports, which has raised concerns among exporters who hope to sell the increased volumes of LNG that will be available this year.
German contracts benefit from rising gas and carbon prices
German power contracts for the year ahead traded higher on Friday. They followed gains in carbon permits and gas contracts, as temperatures are forecast to be below average for the rest of January. By 0855 GMT, the German baseload year-ahead rose by 0.9% to 87.9 euros ($101.12 per megawatt-hour). The French equivalent has not yet started trading following its?closing? at 50.65 euros/MWh. Europe's benchmark contract for gas was up 2.1% to 34.51/MWh. This extended Thursday's gains, as cold weather forecasts caused supply concerns.
What excites and concerns LNG exporters by 2026? Maguire
In 2025, the LNG industry will make history after the production and exports of super-chilled fuel broke records and generated billions in revenue across the global supply chain of liquefied gas. The 25% increase in LNG purchases in Europe was a major highlight. This gave gas sellers hope that gas consumption in countries like Germany, Italy and the United Kingdom will continue to grow in 2026. Three of the top five LNG buyers - all in Asia - are reducing their imports, which has raised concerns among exporters who hope to sell the increased volumes of LNG that will be available this year.
India's clean-energy industry opposes the revocation due to delays
NEW DELHI (Jan 15) - India’s renewable energy groups objected to a proposed regulatory measure that could strip developers from interstate transmission system connectivity if they fail to sign long-term power purchasing agreements in a timely manner, according?to letters sent?to India’s power regulator. The groups said that the Central Electricity Regulatory Commission (CERC)'s move would unfairly punish projects that are stalled due to reasons outside their control. According to a CERC staff document published in November, more than 45 GW renewable capacity has grid connectivity on the basis of letters?of award.
Sources say that the US will finalize biofuel quotas for 2026 by early March and drop import penalties.
According to 'two sources who are familiar with these plans, the administration of Donald Trump intends to finalize biofuel blending targets for 2026 by early March. They will keep them close to their initial proposal, while dumping a plan that penalized imports of renewable feedstocks and fuels. The plan, if finalized by the administration of President Donald Trump, would represent a partial compromise among rival oil and agricultural industry groups. It would preserve increased blending targets that biofuel producers sought while dumping a proposal U.S. refiners had warned would disrupt markets and increase costs. U.S.
India's clean-energy industry opposes the revocation due to delays
NEW DELHI (Jan 15) - India’s renewable energy groups objected against a proposed regulatory measure that could 'deprive developers of interstate system connectivity if they fail to sign long-term power purchase agreements in a timely manner, according to letters sent to the power regulator. The groups said that the Central Electricity Regulatory Commission (CERC)'s move would unfairly punish projects that are stalled due to reasons outside their control. In a CERC staff document published in November, it was stated that more than 45 GW renewable capacity has grid connectivity on the basis of letters of award.
Climate activist shareholder group pushes BP, Shell on plans for declining oil demand
The group Follow This, a climate activist shareholder group, and more than?20 investors filed resolutions on Wednesday asking BP and Shell how they would create value if the global demand for gas and oil declined. The resolutions are a strategic change on the part the Dutch activist group. In April, it announced that it had been forced to stop its campaign to get major oil and gas producers to commit to emissions reductions due to a lack investor interest. Follow This filed climate resolutions during shareholder meetings starting in 2016. It received peak shareholder votes of 80% in the following years at Phillips 66 and 60% at Chevron.
Masdar and EPCG in Montenegro to explore a joint venture for renewables
Montenegro’s state utility EPCG, and United Arab Emirates’ state-owned Masdar will explore establishing a joint venture to develop large-scale renewable energy projects in the Balkans. The ministry stated that the potential partnership would focus on projects in solar power, wind, hydropower and battery storage, as well as hybrid systems. Its goal is to meet the domestic demand for green energy and export it to the Balkans, Southeast Europe and Italy via the existing undersea connection between Montenegro and Italy.
Climate activist shareholder group pushes BP, Shell on plans for declining oil demand
The group Follow This, a climate activist shareholder group, and'more than '20 other investors filed resolutions on Wednesday calling on BP to explain how it will generate value if the global demand for gas and oil declines. The resolutions are a strategic change on the part the Dutch activist group. In April, it announced that it had to suspend its campaign to get major oil and gas companies to commit to emission?cuts due to lack of investor interest. Follow This filed climate resolutions during shareholder meetings starting in 2016. In the following years, it received a peak of shareholder votes - 80% for Phillips 66 and 60% for Chevron.
Nigeria invests $2 billion to support energy transition
Nigeria's energy transition is being driven by green finance. The president announced plans on Tuesday for a $2 billion climate fund, saying that the oversubscribed green bond was proof of investor interest. Bola Tinubu, speaking at the Abu Dhabi Sustainability Week Summit, said that Nigeria's Climate Investment Platform was aiming to mobilize $500 million to build climate-resilient structures, and the National Climate Change Fund aims to raise $2 billion to fund?projects to reduce emissions and increase resilience. Tinubu announced that Nigeria and United Arab Emirates had signed a Comprehensive Economic Partnership Agreement.
JERA is on track to achieve 20% co-firing of ammonia at Hekinan Coal Power Plant in FY29
The head of the plant said that JERA, Japan's largest power generator, is on track to achieve a 20% ammonia-co-firing in fiscal 2029 at one unit?of?its Hekinan Thermal Power Station. This will be the first commercial use for ammonia as fuel. Mitsutaka ban, the head of Japan's biggest coal-fired plant, spoke to reporters during a presentation at the 4.1 gigawatt central Japan plant. Four large ammonia storage tanks are being built in the project. The project is still moving forward despite the waning momentum of global energy transition.
Morocco targets $10 billion AI contribution by 2030
The?minister responsible for digital transition announced on Monday that Morocco targets a boost of 10 billion dollars ($100 billion) to its gross domestic product by 2030 from artificial intelligence. This is as the country increases its investment in cloud services, training programs, and sovereign data centers. Amal El Fallah Seghrouchni, Moroccan Minister of Education, told a Rabat conference that Morocco's current GDP is around $170 billion. The country plans to invest in artificial-intelligence centres, which will be linked to the private sector and universities, as well as integrate AI into government administration and industry.
Egypt signs renewable energy contracts worth $1.8 billion
State TV reported that Egypt had signed renewable energy contracts worth $1.8 billion. Contracts were signed with Scatec, a Norwegian renewable energy developer and Sungrow from China. Officials say that without international support, Egypt's goal of having renewable energy make up 42% or its electricity mix by 2030 is at risk. Scatec will build a solar power plant in Upper Egypt’s Minya to produce electricity and energy storage stations, according to a statement from the Egyptian cabinet. The system would be able to generate 1.7 gigawatts and store them in battery systems that have a total capacity of four gigawatt-hours.
German spot prices rise as output of renewable energy falls
German day-ahead electricity prices increased on Monday, as the expected decrease in renewables generation offset an anticipated decline in demand. LSEG data shows that German baseload day-ahead was up?38.9% to?123 Euros ($143.70 per megawatt hour) at 0944 GMT. Data showed that the equivalent French price had risen by 35.2%, to 121 Euros. Naser Hashemi of LSEG, a LSEG analyst, predicted that residual load in Germany will be almost 10 GWh/h more than the previous day, until about 5 p.m. He cited lower renewables as a factor that would boost 'German power prices.
Toda begins commercial operation of Japan’s first floating windfarm
Toda Construction announced on Monday that their consortium had started 'commercial operations' at the Goto offshore?wind?farm located in Nagasaki,?southern?Japan. This marks the country’s first commercial floating?wind project. The floating wind farm, which has a capacity of 16.8 megawatts (MW), is the first facility to be certified by a new law enacted by the land and industry ministries to promote the sector. Japan wants to increase its renewable energy capacity in order to meet the 2050 goal to become carbon neutral.
What just happened? Ten charts that will help you understand the market in 2025
The past year will not be forgotten soon. The conventional wisdom about investor behavior and economics was often challenged in 2025 as technology, energy, and geopolitics influenced markets in unexpected ways. Here are ten charts that explain what happened in the year 2025, and what this might mean for 2019. Donald?Trump’s "America First " agenda was a key driver of market growth in 2025, particularly during the first half. The U.S. President wasted no time in delivering on campaign promises to move?from "free" trade to "fair trade". The Baker-Bloom David model measures the uncertainty of U.S. Trade Policy.
What just happened? Ten charts that will help you understand the market in 2025
The past year will not be forgotten soon. The conventional wisdom about investor behavior and economics was often challenged in 2025 as technology, energy, and geopolitics influenced markets in unexpected ways. Here are 10 charts to help you understand what happened in the year 2025, and what that might mean for 2019. Donald Trump's?America First? agenda was a key market driver for 2025, particularly during the first half of the calendar year. The U.S. President wasted no time in delivering on his promises made in his campaign to switch from "free" trade to "fair" trading. The Baker-Bloom David model measures the uncertainty of U.S.
Russell: Commodities battered by Trump's whirlwind will find relief in 2026.
The whirlwind tariffs and policies of U.S. president Donald Trump will continue to impact commodities for some time. While the storm may subside in 2026 the ripples are likely to last. Trump's attempts to remake global trade, and his changing geopolitical moves have increased volatility in the commodity markets. Prices are now driven more by headlines than fundamentals. The Trump administration may calm down its tariff wars, and smooth out ruffled feathers, but the trend will likely continue into 2026. The list of winners and loser in 2026?may differ?from that of 2025. This will depend largely on the version of Trump that the world receives.
Japan tightens regulations on mega-solar project to protect landscape and nature
Officials from the Japanese government have announced that they will tighten regulations, and stop financial support for large-scale projects of solar energy to protect the?environment and preserve landscapes. This is part of the package of countermeasures against mega-scale solar farms that was endorsed by the Japanese government on Tuesday. It also aligns with Prime Minster Takaichi, who has called for limits to large solar projects. She argued that most panels are manufactured overseas, particularly in China, and mega-solar farms risk damaging Japan's natural environment and scenery.
WSJ reports that BP is close to selling its majority Castrol stakes to Stonepeak
The Wall Street Journal reported on Tuesday that BP was close to selling a majority of Castrol's shares to Stonepeak, an investment firm. This deal values BP's lubricants division at $10 billion including debt. The report cited people familiar with this matter as saying that London-listed BP will sell a 65% share in its Castrol division to Stonepeak for approximately $6 billion. Financial Times reported on the matter, citing sources. It also stated that BP would retain a minor stake in a joint-venture, valuing its century-old lubricants 'and engine oil business at around $10 billion.