Transition Economics Institute https://tei-energy.org/ Research and analysis on energy markets, policy and the economics of the energy transition. en Tue, 06 Oct 2026 12:00:00 +0000 Pakistan's AI Data Centres Are Arriving Megawatt by Megawatt, Into a Winter Gas Squeeze https://tei-energy.org/articles/2026-10-06-pakistan-ai-data-centres-megawatts-winter-gas.html https://tei-energy.org/articles/2026-10-06-pakistan-ai-data-centres-megawatts-winter-gas.html Tue, 06 Oct 2026 12:00:00 +0000 Global Pakistan's digital infrastructure plans have moved from policy documents to concrete buildings in 2026. In August, ZTE and the local cloud provider SKY47... From Surplus to Scarcity: Pakistan's LNG Book Heading into Winter 2026-27 https://tei-energy.org/articles/2026-10-06-lng-surplus-to-scarcity-winter-allocation.html https://tei-energy.org/articles/2026-10-06-lng-surplus-to-scarcity-winter-allocation.html Tue, 06 Oct 2026 12:00:00 +0000 Global Ten months ago, Pakistan's problem with liquefied natural gas was that it had too much of it. In December 2025 the Petroleum Division approved an Annual... Virginia's Data Centers Sit on 33 GW of Diesel Backup as Diesel Tops $6 https://tei-energy.org/articles/2026-10-05-virginia-data-center-diesel-generators-33-gw-hormuz.html https://tei-energy.org/articles/2026-10-05-virginia-data-center-diesel-generators-33-gw-hormuz.html Mon, 05 Oct 2026 12:00:00 +0000 United States Virginia now has an official count of the machines that keep its data centers running when the grid fails. A report delivered to the General Assembly's money... Sanctioned in a Crisis, Delivered After It: America's 2026 LNG Investment Class https://tei-energy.org/articles/2026-10-05-us-lng-fids-crisis-class-of-2030.html https://tei-energy.org/articles/2026-10-05-us-lng-fids-crisis-class-of-2030.html Mon, 05 Oct 2026 12:00:00 +0000 United States The war that closed the Strait of Hormuz at the end of February has done two things to American LNG at once. In the short run it turned every working US... Pakistan's 2,000 MW for Bitcoin and AI Looks Different When Winter Power Costs Rs45 a Unit https://tei-energy.org/articles/2026-10-05-pakistan-bitcoin-ai-power-plan-winter-lng.html https://tei-energy.org/articles/2026-10-05-pakistan-bitcoin-ai-power-plan-winter-lng.html Mon, 05 Oct 2026 12:00:00 +0000 Global In May 2025 Pakistan's finance ministry announced that the government had allocated 2,000 MW of electricity in the first phase of a national initiative to... PJM's Backstop Bill Lands Where Data Centers Are. NOVEC Shows How Heavy It Is https://tei-energy.org/articles/2026-10-04-pjm-backstop-cost-allocation-novec-data-center-zones.html https://tei-energy.org/articles/2026-10-04-pjm-backstop-cost-allocation-novec-data-center-zones.html Sun, 04 Oct 2026 12:00:00 +0000 United States PJM Interconnection's Reliability Backstop Procurement was designed to buy about 6.8 GW of new generation to close a capacity shortfall driven by data center... Furnace Oil Is Pakistan's Hedge Against Spot LNG. It Needs to Become a Plan. https://tei-energy.org/articles/2026-10-03-furnace-oil-rlng-winter-hedge.html https://tei-energy.org/articles/2026-10-03-furnace-oil-rlng-winter-hedge.html Sat, 03 Oct 2026 12:00:00 +0000 Global For the second time since the Iran war began, Pakistan is burning furnace oil to keep the evening peak covered without buying spot LNG. An official at the... The Crude Is Back, the Diesel Is Not: Why October's Oil Market Is a Products Market https://tei-energy.org/articles/2026-10-03-crude-returns-products-lag-diesel-market.html https://tei-energy.org/articles/2026-10-03-crude-returns-products-lag-diesel-market.html Sat, 03 Oct 2026 12:00:00 +0000 Global Seven months into the war with Iran, the crude oil numbers out of the Gulf look close to normal. Kpler data cited by BBC Verify show daily oil flow from the... Rooftop Solar Back at the DISCO Desk: The 25 kW Approval and the 80% Transformer Ceiling https://tei-energy.org/articles/2026-10-02-rooftop-solar-back-at-the-disco-desk.html https://tei-energy.org/articles/2026-10-02-rooftop-solar-back-at-the-disco-desk.html Fri, 02 Oct 2026 12:00:00 +0000 Global For most of 2026, a household in Lahore or Peshawar that wanted to connect a rooftop solar system to the grid has had to deal with two regulators of a sort... Cash Through BISP, Debt Through Islamabad: What the IMF Review Can and Cannot Fix in Power Subsidies https://tei-energy.org/articles/2026-10-02-imf-review-bisp-power-subsidy-cash-transfer.html https://tei-energy.org/articles/2026-10-02-imf-review-bisp-power-subsidy-cash-transfer.html Fri, 02 Oct 2026 12:00:00 +0000 Global Next week's policy round of the IMF review is expected to settle a reform that Pakistan has discussed for years: replacing tariff-based electricity subsidies... Hormuz Handed US Data Centers the World's Cheapest Gas https://tei-energy.org/articles/2026-10-02-henry-hub-us-data-centers-gas-cost-advantage-hormuz.html https://tei-energy.org/articles/2026-10-02-henry-hub-us-data-centers-gas-cost-advantage-hormuz.html Fri, 02 Oct 2026 12:00:00 +0000 United States The war that closed the Strait of Hormuz at the end of February 2026 sent gas prices in Asia and Europe to their highest levels since the 2022 crisis. In the... Coal as Asia's Shock Absorber: Seaborne Thermal Coal during the 2026 Gulf LNG Outage https://tei-energy.org/articles/2026-10-02-asian-seaborne-coal-gulf-lng-outage.html https://tei-energy.org/articles/2026-10-02-asian-seaborne-coal-gulf-lng-outage.html Fri, 02 Oct 2026 12:00:00 +0000 Global Almost no coal moves through the Strait of Hormuz. The Middle East is neither a large producer nor a large consumer of the fuel, and the International Energy... Three-Dollar Henry Hub Is a Liquefaction Ceiling, Not a Storage Cushion https://tei-energy.org/articles/2026-10-01-henry-hub-storage-gap-gulf-coast-salt.html https://tei-energy.org/articles/2026-10-01-henry-hub-storage-gap-gulf-coast-salt.html Thu, 01 Oct 2026 12:00:00 +0000 United States On the surface, the US gas market enters winter in comfortable shape. The Energy Information Administration's storage report released on 1 October put Lower... Texas Gas Has Two Big New Customers: LNG Trains and Data Centers https://tei-energy.org/articles/2026-09-30-texas-gas-lng-trains-data-centers-ercot.html https://tei-energy.org/articles/2026-09-30-texas-gas-lng-trains-data-centers-ercot.html Wed, 30 Sep 2026 12:00:00 +0000 United States Texas is about to test how much new demand its gas fields can serve at once. On one side are liquefied natural gas (LNG) export plants along the Gulf Coast... PJM's Order 1920 Cost Allocation Impasse: Two Proposals, One Tariff and a Pending Fourth Circuit Ruling https://tei-energy.org/articles/2026-09-30-pjm-order-1920-cost-allocation-impasse.html https://tei-energy.org/articles/2026-09-30-pjm-order-1920-cost-allocation-impasse.html Wed, 30 Sep 2026 12:00:00 +0000 United States On 25 September 2026 the PJM Transmission Owners and the PJM Area Relevant State Entities Committee told the Federal Energy Regulatory Commission that, after... PJM's Backstop Procurement Pause: Re-size the 6.8 GW Target Before It Is Bought https://tei-energy.org/articles/2026-09-30-pjm-backstop-procurement-pause.html https://tei-energy.org/articles/2026-09-30-pjm-backstop-procurement-pause.html Wed, 30 Sep 2026 12:00:00 +0000 United States PJM was meant to open the offer window for its Reliability Backstop Procurement on 30 September. It did not. On 29 September the Federal Energy Regulatory... Soft September LMPs, Hard Large-Load Queues https://tei-energy.org/articles/2026-09-29-ercot-soft-lmps-large-load-premium.html https://tei-energy.org/articles/2026-09-29-ercot-soft-lmps-large-load-premium.html Tue, 29 Sep 2026 12:00:00 +0000 United States On 26 September 2026, ERCOT’s system peak still looked like late summer: Eden Energy’s prior-day recap puts actual load near 78.5 GW in hour ending 17, with... ERCOT Batch Zero Conditional Classifications: 66.4 GW Base, 127.9 GW Studied, December Verification Ahead https://tei-energy.org/articles/2026-09-29-ercot-batch-zero-conditional-classifications.html https://tei-energy.org/articles/2026-09-29-ercot-batch-zero-conditional-classifications.html Tue, 29 Sep 2026 12:00:00 +0000 United States Serial interconnection studies break when the next applicant changes the base case of the one ahead of it. That is the physical problem ERCOT faced as... The Palisades Delay Is a Warning for Every Nuclear Restart Plan https://tei-energy.org/articles/2026-09-28-palisades-restart-delay-nuclear-restarts.html https://tei-energy.org/articles/2026-09-28-palisades-restart-delay-nuclear-restarts.html Mon, 28 Sep 2026 12:00:00 +0000 United States Holtec International's effort to restart the Palisades nuclear plant in Michigan, the first attempt in US history to bring a decommissioned reactor back into... Hormuz Partial Reopening and the September Export Rebound https://tei-energy.org/articles/2026-09-28-hormuz-partial-reopening-and-export-rebound.html https://tei-energy.org/articles/2026-09-28-hormuz-partial-reopening-and-export-rebound.html Mon, 28 Sep 2026 12:00:00 +0000 Middle East Seven months after the Middle East war began, Middle East crude oil exports have risen to their highest monthly level since hostilities started, and Qatar... KE and NGC Interconnection in IGCEP Sensitivities: One Country, Two Grids https://tei-energy.org/articles/2026-09-25-ke-ngc-interconnection-planning.html https://tei-energy.org/articles/2026-09-25-ke-ngc-interconnection-planning.html Fri, 25 Sep 2026 12:00:00 +0000 Global IGCEP 2025-35 sensitivities reported in April 2026 included cases with and without a candidate interconnection between the National Grid Company system and... Ireland's Data Centres Meet the Hormuz Gas Shock at 23 Per Cent of Demand https://tei-energy.org/articles/2026-09-24-ireland-data-centres-wholesale-power-77-percent-hormuz.html https://tei-energy.org/articles/2026-09-24-ireland-data-centres-wholesale-power-77-percent-hormuz.html Thu, 24 Sep 2026 12:00:00 +0000 Europe Ireland has two records that now interact. Its data centres use a larger share of national electricity than in any other European country. And its power... Revolution Wind Survived Two Stop-Work Orders. US Offshore Wind Has Not Survived the Policy Risk https://tei-energy.org/articles/2026-09-21-revolution-wind-completion-offshore-wind-policy-risk.html https://tei-energy.org/articles/2026-09-21-revolution-wind-completion-offshore-wind-policy-risk.html Mon, 21 Sep 2026 12:00:00 +0000 United States On September 18, 2026, the developers of Revolution Wind confirmed that the 65th and final turbine had been installed at the project, about 15 miles south of... LNG Terminals and Data Centers Want the Same Molecules. The Shale Patch Says There Is Enough, for Now https://tei-energy.org/articles/2026-09-21-lng-fids-data-centers-competing-for-us-gas.html https://tei-energy.org/articles/2026-09-21-lng-fids-data-centers-competing-for-us-gas.html Mon, 21 Sep 2026 12:00:00 +0000 United States Two of the biggest stories in American energy this year draw on the same resource. Between March and June, three large LNG export projects reached final... Selling 51 to 100 Per Cent of DISCOs with Management Control https://tei-energy.org/articles/2026-09-18-disco-stake-sale-management-control.html https://tei-energy.org/articles/2026-09-18-disco-stake-sale-management-control.html Fri, 18 Sep 2026 12:00:00 +0000 Global Profit by Pakistan Today reported on 18 September 2026 that a National Assembly privatisation committee was told the approved structure would divest between... Record United States Electricity Sales in the September 2026 STEO: Data Centres and Manufacturing https://tei-energy.org/articles/2026-09-14-steo-record-electricity-sales-data-centres.html https://tei-energy.org/articles/2026-09-14-steo-record-electricity-sales-data-centres.html Mon, 14 Sep 2026 12:00:00 +0000 United States EIA's Short-Term Energy Outlook released on 9 September 2026 states that the United States uses record amounts of electricity in the forecast. Electricity... Stargate UAE Is Being Redrawn for a War Zone https://tei-energy.org/articles/2026-09-14-stargate-uae-hardened-distributed-redesign-hormuz.html https://tei-energy.org/articles/2026-09-14-stargate-uae-hardened-distributed-redesign-hormuz.html Mon, 14 Sep 2026 12:00:00 +0000 Middle East When the presidents of the United Arab Emirates and the United States unveiled a 5 GW AI campus in Abu Dhabi on 15 May 2025, the pitch was simple: abundant... Oil geopolitics in September 2026: Middle East tension, Hormuz maths, OPEC+ barrels https://tei-energy.org/articles/2026-09-14-oil-geopolitics-middle-east-tensions.html https://tei-energy.org/articles/2026-09-14-oil-geopolitics-middle-east-tensions.html Mon, 14 Sep 2026 12:00:00 +0000 Global September 2026 coincides with the scheduled end of OPEC+'s eighteen-month voluntary cut restoration path that began in April 2025. Whether every scheduled... Germany's First Capacity Auction Is Oversubscribed. Now It Must Avoid Paying for the Wrong Plants https://tei-energy.org/articles/2026-09-14-germany-first-capacity-auction-oversubscribed.html https://tei-energy.org/articles/2026-09-14-germany-first-capacity-auction-oversubscribed.html Mon, 14 Sep 2026 12:00:00 +0000 Europe The bidding window for Germany's first auction of long-term capacity under the new electricity supply security and capacity law, the StromVKG, closed on 8... FERC Review of Winter Storm Fern: 172 Bcf a Day of Gas Demand, 68 GW of Unplanned Outages and No Rolling Blackouts https://tei-energy.org/articles/2026-09-14-ferc-review-winter-storm-fern.html https://tei-energy.org/articles/2026-09-14-ferc-review-winter-storm-fern.html Mon, 14 Sep 2026 12:00:00 +0000 United States Winter Storm Fern swept across large parts of the United States in late January 2026, bringing ice, snow and extreme cold from Texas to the Mid-Atlantic. The... Hybrids and Mandatory BESS: How IGCEP and Wheeling Finally Meet Storage https://tei-energy.org/articles/2026-09-12-hybrids-bess-wheeling-mandate.html https://tei-energy.org/articles/2026-09-12-hybrids-bess-wheeling-mandate.html Sat, 12 Sep 2026 12:00:00 +0000 Global Solar peaks at midday. Many Pakistani wind regimes strengthen on different hours and seasons. Alone, each technology imposes ramp and curtailment costs on a... Brent under Middle East disruption: EIA STEO prices, shut-ins, and inventory draws https://tei-energy.org/articles/2026-09-12-brent-steo-middle-east-disruption-prices.html https://tei-energy.org/articles/2026-09-12-brent-steo-middle-east-disruption-prices.html Sat, 12 Sep 2026 12:00:00 +0000 Middle East Oil prices are the most visible meter of a Middle East supply shock, and also the easiest to misread. The figures here are published EIA Short-Term Energy... IGCEP 2027 Data Calls While IGCEP 2025-35 Awaits Notification https://tei-energy.org/articles/2026-09-10-igcep-2027-data-collection.html https://tei-energy.org/articles/2026-09-10-igcep-2027-data-collection.html Thu, 10 Sep 2026 12:00:00 +0000 Global Energy Update reported on 10 September 2026 that ISMO had begun collecting project data for IGCEP 2027-37, with stakeholder returns due by 14 September, even... China's Oil Shock Response: Electrification Did What Stockpiles Alone Could Not https://tei-energy.org/articles/2026-09-08-china-oil-demand-falls-hormuz-electrification.html https://tei-energy.org/articles/2026-09-08-china-oil-demand-falls-hormuz-electrification.html Tue, 08 Sep 2026 12:00:00 +0000 China China's carbon dioxide emissions fell by 1 per cent in the second quarter of 2026, according to analysis by Lauri Myllyvirta of the Centre for Research on... European power into autumn 2026: high renewables, weather risk, and industrial bills https://tei-energy.org/articles/2026-09-07-european-power-prices-renewables.html https://tei-energy.org/articles/2026-09-07-european-power-prices-renewables.html Mon, 07 Sep 2026 12:00:00 +0000 Global Autumn 2026 European power planning inherits the 2024-25 evidence base. Renewables reached 47% of the EU mix in 2024 with wholesale benchmarks near 74 to 82... Eleven Thousand Cleared Solar Cases and the Remainder Still Waiting https://tei-energy.org/articles/2026-09-06-cleared-pending-solar-applications.html https://tei-energy.org/articles/2026-09-06-cleared-pending-solar-applications.html Sun, 06 Sep 2026 12:00:00 +0000 Global On 6 September 2026 ProPakistani reported that the federal government had cleared 11,695 pending net-metering applications on instructions from Power... Korea Will Pay AI Data Centres to Move South as LNG Costs Bite https://tei-energy.org/articles/2026-08-28-korea-ai-data-centre-regional-tariffs-lng-hormuz.html https://tei-energy.org/articles/2026-08-28-korea-ai-data-centre-regional-tariffs-lng-hormuz.html Fri, 28 Aug 2026 12:00:00 +0000 Other markets South Korea has decided that the answer to its data centre power problem is geography. On 26 August 2026, the Ministry of Climate, Energy and Environment and... Taiwan Wants AI Data Centres Next to Its Power Plants After Hormuz https://tei-energy.org/articles/2026-08-26-taiwan-ai-data-centres-lng-hormuz-direct-lines.html https://tei-energy.org/articles/2026-08-26-taiwan-ai-data-centres-lng-hormuz-direct-lines.html Wed, 26 Aug 2026 12:00:00 +0000 Other markets Taiwan makes most of the world's advanced AI chips. It has struggled to host the data centres that run them. The Strait of Hormuz disruption has sharpened... Pending Solar Connections after Net Billing: Clearing the Grey Zone https://tei-energy.org/articles/2026-08-26-pending-rooftop-solar-cases.html https://tei-energy.org/articles/2026-08-26-pending-rooftop-solar-cases.html Wed, 26 Aug 2026 12:00:00 +0000 Global Arab News reported in late August 2026 that Pakistani authorities had ordered distribution companies and PITC to clear eligible rooftop solar connections... China, EVs and battery materials: demand power meets supply-chain chokepoints https://tei-energy.org/articles/2026-08-24-china-ev-battery-minerals-demand.html https://tei-energy.org/articles/2026-08-24-china-ev-battery-minerals-demand.html Mon, 24 Aug 2026 12:00:00 +0000 Global China's EV-driven oil substitution is one reason fuel demand plateaued near 8.1 million barrels per day for gasoline, jet and diesel in 2024 even as... Japan's Data Centre Boom Is Arriving Later, and Into a Tighter Fuel Market https://tei-energy.org/articles/2026-08-20-japan-data-centre-demand-lng-occto-hormuz.html https://tei-energy.org/articles/2026-08-20-japan-data-centre-demand-lng-occto-hormuz.html Thu, 20 Aug 2026 12:00:00 +0000 Other markets Japan's electricity planners have two problems that are starting to overlap. The first is forecasting how much power new data centres will need and when. The... Power Markets under the 2026 Oil and Gas Price Shock https://tei-energy.org/articles/2026-08-18-power-markets-and-oil-gas-price-shock.html https://tei-energy.org/articles/2026-08-18-power-markets-and-oil-gas-price-shock.html Tue, 18 Aug 2026 12:00:00 +0000 Middle East The 2026 Middle East war transmitted into electricity systems through oil and gas prices, not through a single global power price. When Dated Brent reached... Iraq's Summer Power Gap Widens After Iranian Gas Flows Collapse Following the South Pars Strike https://tei-energy.org/articles/2026-08-18-iraq-summer-power-gap-iran-gas.html https://tei-energy.org/articles/2026-08-18-iraq-summer-power-gap-iran-gas.html Tue, 18 Aug 2026 12:00:00 +0000 Middle East Iraq is ending another summer of long power cuts, with the gap between demand and supply wider than in recent years. The main new factor is the collapse of... United States Natural Gas Exports on Course to Rise Nearly Thirty Percent by 2027 https://tei-energy.org/articles/2026-08-17-us-gas-exports-growth-path-to-2027.html https://tei-energy.org/articles/2026-08-17-us-gas-exports-growth-path-to-2027.html Mon, 17 Aug 2026 12:00:00 +0000 United States EIA's 16 April 2026 Today in Energy analysis, drawing on the Short-Term Energy Outlook, forecasts that United States net natural gas exports will grow 18... India's 270.8 GW Peak: Enough Generation, Not Enough Wires https://tei-energy.org/articles/2026-08-17-india-270-gw-peak-state-grids.html https://tei-energy.org/articles/2026-08-17-india-270-gw-peak-state-grids.html Mon, 17 Aug 2026 12:00:00 +0000 India India met an all-time peak electricity demand of 270.8 GW in May 2026, the government told Parliament on 10 August. The Ministry of Power said peak demand... ERCOT Pauses Batch Zero Study and Large Data-Centre Energisation after Abbott Directive https://tei-energy.org/articles/2026-08-17-ercot-large-load-pause-verification.html https://tei-energy.org/articles/2026-08-17-ercot-large-load-pause-verification.html Mon, 17 Aug 2026 12:00:00 +0000 United States On 3 August 2026 Governor Greg Abbott directed the Public Utility Commission of Texas and ERCOT to complete a comprehensive verification and audit of all... Swiss Re Puts First-Half 2026 Insured Catastrophe Losses at $42 Billion, the Lowest Since 2020 https://tei-energy.org/articles/2026-08-12-swiss-re-first-half-2026-insured-losses-42bn.html https://tei-energy.org/articles/2026-08-12-swiss-re-first-half-2026-insured-losses-42bn.html Wed, 12 Aug 2026 12:00:00 +0000 Global Global insured losses from natural catastrophes totalled an estimated $42 billion in the first half of 2026, the lowest first-half figure since 2020 and 16%... Europe's Drought Corridor Cuts Hydro Output by a Fifth and Trims Danube Nuclear as Rivers Hit Multi-Year Lows https://tei-energy.org/articles/2026-08-11-europe-drought-rhine-danube-hydro-nuclear.html https://tei-energy.org/articles/2026-08-11-europe-drought-rhine-danube-hydro-nuclear.html Tue, 11 Aug 2026 12:00:00 +0000 Europe A drought stretching from the Rhine delta to the lower Danube cut hydropower output across seven European countries by about one fifth between April and July... IGU World LNG Report 2026: record trade, investment surge, Europe rebound https://tei-energy.org/articles/2026-08-10-igu-world-lng-report-2026-record.html https://tei-energy.org/articles/2026-08-10-igu-world-lng-report-2026-record.html Mon, 10 Aug 2026 12:00:00 +0000 Global The IGU's World LNG Report 2026, released 7 July 2026, prints a record: global LNG trade at 437 million tonnes in 2025, up 6.3%, the strongest growth since... Investigators Find Arcing on an Out-of-Service Edison Tower Caused the Eaton Fire https://tei-energy.org/articles/2026-08-05-eaton-fire-cause-report-idle-sce-tower.html https://tei-energy.org/articles/2026-08-05-eaton-fire-cause-report-idle-sce-tower.html Wed, 05 Aug 2026 12:00:00 +0000 United States The Eaton fire, which killed 19 people and destroyed or damaged more than 9,000 homes and businesses in the Altadena area in January 2025, was caused by... Data Centers Become a Reliability Category: FERC Orders NERC to Write Computational Load Standards by Year End https://tei-energy.org/articles/2026-07-31-ferc-nerc-computational-load-standards.html https://tei-energy.org/articles/2026-07-31-ferc-nerc-computational-load-standards.html Fri, 31 Jul 2026 12:00:00 +0000 United States For most of the history of the North American grid, reliability standards have been written for the supply side. Generators, transmission owners, balancing... 474 GW of Requests on an 85 GW Grid: Reading ERCOT's Data Center Queue Without the Hype https://tei-energy.org/articles/2026-07-30-ercot-474-gw-large-load-queue-versus-supply.html https://tei-energy.org/articles/2026-07-30-ercot-474-gw-large-load-queue-versus-supply.html Thu, 30 Jul 2026 12:00:00 +0000 United States ERCOT's update to the Texas Senate on July 29 contained a number that will be quoted for months: approximately 474 GW of large loads seeking interconnection... A Rs250 Billion SPV to Carve Out DISCO Liabilities for Sale https://tei-energy.org/articles/2026-07-28-disco-spv-fesco-gepco-iesco.html https://tei-energy.org/articles/2026-07-28-disco-spv-fesco-gepco-iesco.html Tue, 28 Jul 2026 12:00:00 +0000 Global Business Recorder reported at the end of July 2026 that the Privatisation Commission Board had recommended Cabinet Committee approval of restructuring plans... Europe Can Refill Its Gas Storage Without Panic. The 80 Per Cent Flexibility Is There to Be Used https://tei-energy.org/articles/2026-07-20-eu-gas-storage-refill-under-hormuz-stress.html https://tei-energy.org/articles/2026-07-20-eu-gas-storage-refill-under-hormuz-stress.html Mon, 20 Jul 2026 12:00:00 +0000 Europe Europe enters the second half of the 2026 injection season with its gas storage further behind than at any point since the 2022 crisis. ENTSOG's Summer... Microsoft's Emissions Rose 25% in Fiscal 2025 as Data Center Growth and an End to Unbundled Certificates Hit Scope 2 https://tei-energy.org/articles/2026-07-14-microsoft-fy2025-emissions-up-25-percent.html https://tei-energy.org/articles/2026-07-14-microsoft-fy2025-emissions-up-25-percent.html Tue, 14 Jul 2026 12:00:00 +0000 United States Microsoft's total greenhouse gas emissions rose 25% in its 2025 fiscal year, to 20.29 million metric tons of CO2 equivalent from 16.21 million metric tons... Cape routing as the new normal: cumulative costs of avoided Red Sea passages https://tei-energy.org/articles/2026-07-13-shipping-cape-route-cumulative-costs.html https://tei-energy.org/articles/2026-07-13-shipping-cape-route-cumulative-costs.html Mon, 13 Jul 2026 12:00:00 +0000 Global By July 2026 the Cape of Good Hope has been a primary Asia-Europe energy diversion route for well over two years. What began in November 2023 as an emergency... DOE’s Draft 2026 National Transmission Needs Study: Congestion, Seams and Data-Centre Load https://tei-energy.org/articles/2026-07-13-national-transmission-needs-study-draft.html https://tei-energy.org/articles/2026-07-13-national-transmission-needs-study-draft.html Mon, 13 Jul 2026 12:00:00 +0000 United States In July 2026 the United States Department of Energy released a draft National Transmission Needs Study for consultation and public comment under section... Four Months of Gas Rationing: What the Hormuz Closure Taught India About LNG Dependence https://tei-energy.org/articles/2026-07-13-india-gas-rationing-hormuz-lessons.html https://tei-energy.org/articles/2026-07-13-india-gas-rationing-hormuz-lessons.html Mon, 13 Jul 2026 12:00:00 +0000 India On 4 July 2026 the Government of India withdrew the Natural Gas (Supply Regulation) Order it had issued in March, ending four months of emergency gas... PJM Sets an All-Time Peak of About 168 GW in Record Heat, Using Every Available Generator https://tei-energy.org/articles/2026-07-11-pjm-all-time-peak-168-gw-july-heat.html https://tei-energy.org/articles/2026-07-11-pjm-all-time-peak-168-gw-july-heat.html Sat, 11 Jul 2026 12:00:00 +0000 United States PJM Interconnection, the grid operator for 13 states and the District of Columbia, set a preliminary all-time peak load of about 168,158 megawatts between 5... Singapore's Data Centres Are Running on Hormuz-Priced Gas https://tei-energy.org/articles/2026-07-02-singapore-data-centres-hormuz-gas-tariff.html https://tei-energy.org/articles/2026-07-02-singapore-data-centres-hormuz-gas-tariff.html Thu, 02 Jul 2026 12:00:00 +0000 Other markets Singapore has spent two years trying to grow its data centre sector without breaking its energy system. The Strait of Hormuz disruption has shown how exposed...