Author: Stu

Germany Accused of Ditching Climate Targets as It Scraps Renewables Mandate

The energy realities have finally caught up to the Net Zero movement. Germany’s coalition government, under Chancellor Friedrich Merz, has agreed to overhaul a contentious heating law that previously mandated at least 65% renewable energy for new heating systems. This reform, announced in February 2026, allows homeowners to continue using oil and gas, drawing sharp […]

Judge Indicates He Will Order Greenpeace to Pay $345 Million in Oil Pipeline Case: A Turning Point in Climate Lawfare?

In a significant development for the energy sector, a North Dakota judge has signaled his intent to order Greenpeace to pay $345 million in damages related to protests against the Dakota Access Pipeline. This ruling stems from a high-profile case that pits environmental activism against oil and gas infrastructure, highlighting the growing tensions in what […]

$5 Billion on New Nat Gas Pipeline in Gulf Coast

A major $5 billion pipeline deal is heating up in the Gulf Coast, underscoring the explosive growth in U.S. natural gas infrastructure driven by surging demand from LNG exports, power generation, and AI data centers. Texas-based private equity firm EnCap Flatrock Midstream is exploring the sale of Momentum Midstream, a leading Gulf Coast natural gas […]

Iran Rushing Oil Shipments Ahead of Possible U.S. Strike

Amid escalating U.S.-Iran tensions and a massive American military buildup in the Middle East, Iran has dramatically accelerated crude loadings at its primary export terminal on Kharg Island. Vessel-tracking and satellite data show Tehran is rushing to move as much oil as possible out of the Persian Gulf before any potential U.S. strikes disrupt operations. […]

AI Threat Signals Investors Should Shift Bets to Builders — Not Coders, UBS Wealth CIO Says

As artificial intelligence reshapes the global economy, one of Wall Street’s most influential voices is sounding a clear alarm — and delivering a roadmap for where investors should place their capital next. Ulrike Hoffmann-Burchardi, Global Head of Equities and Chief Investment Officer for the Americas at UBS Wealth Management, says the AI boom poses an […]

Trump Follows Up on State of the Union with Request to Meet Tech Companies on Power

President Donald Trump is wasting no time turning his State of the Union promises into action. Just one day after highlighting the “Ratepayer Protection Pledge” in his February 24, 2026 address to Congress, the White House has confirmed a March 4 summit at the White House where executives from Amazon, Google (Alphabet), Meta, Microsoft, xAI, […]

Net Zero Is Dead, but How Long Will Renewables Get Subsidies? Energy News Beat Exclusive Analysis

Just yesterday, Bloomberg Opinion columnist Javier Blas dropped a bombshell: “Net Zero Is Dead. Long Live Renewable Energy.” In his February 24 piece, Blas chronicles the quiet burial of the 2050 net-zero fantasy at the latest IEA ministerial meeting in Paris. Mentions of “net zero” in official communiqués cratered from 13 in 2022 and 15 […]

Saudi Oil Exports Surge to Three-Year High during Iran Tensions

Saudi Arabia is flooding global markets with crude at the fastest pace in nearly three years, shipping 7.3 million barrels per day (b/d) in the first 24 days of February 2026 — the highest level since April 2023. Tanker-tracking data compiled by Bloomberg show the surge represents a jump of more than 400,000 b/d from […]

US Closes $26.5 Billion in Financing for Southern Co. Utilities

In the largest energy financing deal in U.S. Department of Energy history, the Trump administration today closed a $26.54 billion loan package for two Southern Company subsidiaries — Georgia Power and Alabama Power — to supercharge grid reliability and meet surging electricity demand across the Southeast. The financing, issued through the DOE’s new Office of […]

South Bow Corp May Look at Keystone XL Revival

In a development that could breathe new life into long-dormant Canadian pipeline assets, South Bow Corp. is actively evaluating an expansion of its system that may effectively revive key segments of the canceled Keystone XL project. The catalyst? A major new U.S. pipeline proposal filed last month by Bridger Pipeline LLC that lines up almost […]