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Saturday, 5 September 2026

15 briefs so farlast update 14:40 UTC

Key points

  • UK Approval for Jackdaw Gas Field Nears as Construction Hits 99%.
  • IMO Talks Fail Again on Global Shipping Decarbonisation, CleanTechnica Reports.
  • Ireland Requires 10 MW-Plus Data Centers to Self-Supply 80% of Demand From Onsite Renewables.
  • Swiss Federal Council Turns Down Guarantee for Transitgas Hydrogen Conversion.

Policy & Geopolitics

Glencore Hits Shaft Milestone at Battery-Electric Onaping Depth Mine

Shaft development at Glencore's Onaping Depth project has reached a stage that opens a previously untouched nickel and copper orebody, with the workings located at the Craig mine in Sudbury, Ontario, Electrek reported.

Electrek put the value of the Glencore Canada project at USD 2 billion. The operation, at full production, is set to carry more than 400 permanent jobs, with nickel output from the Sudbury Basin running past 2040.

Glencore ordered 23 battery-electric machines from Epiroc for the site. Among them are Minetruck MT42 Battery haul trucks rated at 42 tonnes underground.

The fleet choice reshapes what the mine has to spend energy on. "Eliminating diesel emissions means less ventilation and cooling requirements," said Glencore Canada COO Peter Xavier, who described those two demands as traditionally among the largest in underground mining, according to Electrek.

Source: electrek.co (opens in a new tab)1 sourcePermalink

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Climate

IMO Talks Fail Again on Global Shipping Decarbonisation, CleanTechnica Reports

States failed to agree a global maritime decarbonisation deal at the IMO, according to CleanTechnica, which reported that pressure from a small minority of fossil-fuel producing nations and division among progressive states blocked an outcome.

It was the third consecutive meeting to end without agreement, CleanTechnica said, describing negotiations as having drawn a blank each time.

Efforts led by the US and Saudi to scupper progress were successful, according to the same report. CleanTechnica framed the split as running not only between producer states and the rest, but also inside the group of states pushing for a deal, where division among progressive states weighed on the talks.

The outcome leaves shipping without the agreed global framework negotiators have sought across three successive rounds.

Source: cleantechnica.com (opens in a new tab)1 sourcePermalink

A large container ship sailing across a grey ocean with exhaust rising from its funnel under overcast skies.
Photo: Ran Hua / Pexels (opens in a new tab)

Oil & Gas

CleanTechnica Ties Higher Pump Prices to Elevated Crack Spreads and Crude Costs

Refining margins, not crude alone, are pushing retail fuel prices higher, according to CleanTechnica, which attributes higher prices at the pump to elevated crack spreads working alongside crude oil prices.

The crack spread is the margin measure that links the two. CleanTechnica describes crack spreads as indicators of the profitability of refining crude oil into petroleum products such as gasoline and diesel. When that indicator sits at elevated levels, the refining step itself is adding to what drivers pay, separate from the cost of the barrel entering the refinery.

CleanTechnica frames both inputs as contributing factors rather than a single driver, with crude prices and refining profitability each feeding into the retail price.

Source: cleantechnica.com (opens in a new tab)1 sourcePermalink

A generic fuel pump nozzle at a gas station with a blurred refinery silhouette in the background at sunset
Photo: Engin Akyurt / Pexels (opens in a new tab)

Transport

Tesla Model Y Tops Australian Vehicle Sales for the Month, CleanTechnica Reports

The Tesla Model Y ranked as the single best-selling vehicle in Australia for the month, according to CleanTechnica.

Across all brands and powertrains, Tesla placed third in Australia for the month, CleanTechnica reported. That places the carmaker ahead of most established volume marques in the market on a monthly basis, with the Model Y carrying the top individual nameplate position.

Elon Musk lauded Tesla Australia in a post on X, CleanTechnica said.

Source: cleantechnica.com (opens in a new tab)1 sourcePermalink

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AI & Energy

Ireland Requires 10 MW-Plus Data Centers to Self-Supply 80% of Demand From Onsite Renewables

Ireland's Large Energy User Action Plan (LEAP) obliges data centers of 10 MW or more to cover at least 80% of their energy demand with new onsite renewable generation and storage, according to pv magazine.

The threshold applies to the country's largest single category of electricity demand. Data centers took 23% of national electricity consumption in Ireland in 2025, pv magazine reported.

Grid spending is moving alongside the demand rules. The Irish government announced an EUR 18.9 billion (USD 22.2 billion) investment package for electricity grid infrastructure out to 2030 in December 2025, according to pv magazine.

The onsite requirement pushes new solar and storage build behind the meter rather than through the transmission connection queue. Ireland's installed solar base gives a sense of the scale involved: Solar Ireland's 2026 market outlook report estimates total connected solar capacity will surpass 3.3 GW by the end of 2026, as cited by pv magazine.

That estimate covers all connected solar in the country, not capacity dedicated to large energy users, leaving the LEAP obligation to be met by generation and storage that operators build on their own sites.

Source: pv-magazine.com (opens in a new tab)1 sourcePermalink

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Renewables

SK Innovation E&S and Deokyang Energen to Build Five Hybrid Hydrogen Refueling Stations in South Korea

SK Innovation E&S and Deokyang Energen will build five hybrid hydrogen refueling stations in South Korea that combine gaseous and liquefied supply, according to Hydrogen Fuel News.

The two companies launched the venture in Seoul to develop a network of hydrogen refueling stations, Hydrogen Fuel News reported.

The five initial sites were selected for their ability to serve hydrogen-powered commercial fleets, including buses and heavy-duty trucks, according to the same report.

Combining gaseous and liquefied supply at a single site is the design choice at the center of the partnership, which Hydrogen Fuel News described as intended to boost infrastructure.

Source: hydrogenfuelnews.com (opens in a new tab)1 sourcePermalink

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Markets

FuelCell Energy Q3 Revenue Falls 29% to $33 Million as Losses Widen

FuelCell Energy posted third-quarter revenue of approximately USD 33 million, down 29% from a year earlier, according to Hydrogen Fuel News.

The company recorded a net loss of nearly USD 45 million for the quarter, equal to about USD 0.64 per diluted share, Hydrogen Fuel News reported. Scale-up costs persist, per the outlet's account of the quarter.

Management is redirecting the business toward hydrogen data centers and hubs, and is targeting positive EBITDA by late FY2027, according to Hydrogen Fuel News.

That pivot places the fuel cell manufacturer's recovery timetable on demand from computing load rather than on its existing revenue base, which shrank by nearly a third year over year. The gap between the current quarterly loss and the EBITDA target leaves several quarters of execution between the reported figures and the stated goal.

Source: hydrogenfuelnews.com (opens in a new tab)1 sourcePermalink

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Oil & Gas

Baker Hughes Wins bp Well Stimulation Contract in UK North Sea

Baker Hughes has taken a well stimulation services contract from bp for the company's UK North Sea operations, Offshore Magazine reported. Newly drilled development wells fall under the award, as does enhanced recovery work on mature fields.

The service work will run off vessels, using modular StimFORCE stimulation kit dispatched from the contractor's UK operating base, according to Offshore Magazine. Well completions and production enhancement sit inside the scope.

Amerino Gatti, EVP of Oilfield Services & Equipment at Baker Hughes, said the work will help bp "enhance reservoir performance" across new and mature fields in its North Sea portfolio.

Neither a contract value nor a duration appeared in the Offshore Magazine report.

Source: offshore-mag.com (opens in a new tab)1 sourcePermalink

Renewables

ABS and JB Energy to Study Port Emissions, Decommissioning for Brazil's Aura Sul Floating Wind Pilot

ABS and JB Energy will run joint studies on port emissions reduction and on decommissioning strategies for floating wind foundations tied to the proposed Aura Sul floating offshore wind project in southern Brazil, according to Offshore Magazine.

The work covers two distinct ends of the project lifecycle. One strand addresses emissions at the port that would service construction and operations. The other examines how floating foundations would be removed once the installation reaches the end of its service life.

The Port of Rio Grande is expected to play a key role in the project, Offshore Magazine reported. Aura Sul aims to draw on Brazil's existing port infrastructure and offshore engineering capabilities rather than build a supply base from scratch.

Decommissioning planning ahead of construction is unusual for a pilot-stage development. For floating designs, the mooring systems and foundation structures determine both installation cost and removal cost, which makes the two studies commercially linked rather than separate compliance exercises.

The project remains at the proposal stage.

Source: offshore-mag.com (opens in a new tab)1 sourcePermalink

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Oil & Gas

UK Approval for Jackdaw Gas Field Nears as Construction Hits 99%

Approval of the Jackdaw gas project in the UK North Sea appears imminent, according to Offshore magazine, with construction of the field reported at 99% complete.

The decision sits with UK Energy Secretary Miatta Fahnbulleh. Adura, the joint venture between Shell and Equinor that operates the field, has said Jackdaw is ready to produce if consent is granted this month.

The field lies roughly 150 miles east of Aberdeen in the Central North Sea. At peak output, Offshore magazine reports, it is projected to supply around 6% of UK continental shelf gas, enough to heat about 1.4 million homes.

Jackdaw has been through the consenting process once already. It was first approved in 2022 under the previous Conservative government, and the Court of Session quashed those consents in 2025 after a legal challenge brought by environmental groups.

The volume argument attached to the project turns on import dependence. Imports currently account for roughly 60% of UK gas, according to Offshore magazine.

Source: offshore-mag.com (opens in a new tab)1 sourcePermalink

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Renewables

Swiss Federal Council Turns Down Guarantee for Transitgas Hydrogen Conversion

The Swiss Federal Council has declined to provide a financial guarantee for converting part of the Transitgas pipeline into a hydrogen corridor, according to Hydrogen Fuel News.

The government set out three reasons for the refusal: demand for the corridor is uncertain, there is no market failure to correct, and the legal basis for such a guarantee is lacking, Hydrogen Fuel News reported.

Financing the conversion now falls to the pipeline's local public owners and to private investors, according to the same report.

That leaves the project's backers to raise money without federal cover, on a route the government has said it does not consider a case for state intervention.

Source: hydrogenfuelnews.com (opens in a new tab)1 sourcePermalink

Renewables

H2 Global Energy Studying Two Green Hydrogen Derivative Projects in Morocco at USD 3.6 Billion

H2 Global Energy is studying two pre-FEED green hydrogen derivative projects in Morocco, an off-grid green ammonia plant at Beni Mellal and a hydrogen peroxide facility at Tangier, according to Hydrogen Fuel News.

The combined capital cost of the pair is estimated at USD 3.6 billion, Hydrogen Fuel News reported.

The Beni Mellal plant targets green ammonia output of 220 to 281 kilotonnes per year, per the same report, and is designed to run off-grid rather than draw from the transmission network.

The Tangier project is smaller and aimed at a different derivative. Hydrogen Fuel News put its planned hydrogen peroxide capacity at 28 kilotonnes per year.

Both schemes remain at the pre-front-end engineering design stage, the earliest study phase before detailed engineering and a final investment decision. The pairing splits the portfolio between a large export-scale nitrogen carrier and a far smaller industrial chemical, with the ammonia line accounting for the bulk of the tonnage across the two sites.

Source: hydrogenfuelnews.com (opens in a new tab)1 sourcePermalink

Grid & Storage

Leitch: 19 GW of Grid Batteries Will Gut Coal Profits in Australia

Coal profits will be eviscerated once 19 GW and 55 GWh of grid-scale batteries are running in the Australian market, analyst David Leitch wrote in RenewEconomy.

Leitch argues that a second wave of big batteries will take enough revenue from fossil fuel generators to force some coal plants to close. The threshold he sets is a fleet of 19 GW of power capacity paired with 55 GWh of energy capacity, according to RenewEconomy.

The power-to-energy ratio implied by those two figures points to storage durations short enough to compete directly in the periods when thermal plant earns most of its margin. Leitch's framing puts the pressure on profitability rather than on physical displacement of output: coal units remain able to run, but the earnings that support them do not survive the build-out.

Source: reneweconomy.com.au (opens in a new tab)1 sourcePermalink

Policy & Geopolitics

BLM Cites Wrong Parcel Table in 380,000-Acre Wyoming Lease Sale

A July auction put 284 parcels spanning nearly 380,000 acres of Wyoming federal land in front of oil and gas bidders, part of the quarterly leasing cycle run by the Bureau of Land Management (BLM), Inside Climate News reported.

When the BLM explained why those tracts ranked as high preference, it attached the wrong evidence: a table listing tracts screened for the prior quarter's sale. The agency called the table one that had "inadvertently carried over." Environmental groups responded by questioning whether any review of the current quarter's tracts had happened.

The mix-up landed while the rules behind these auctions are being rewritten. Under a Trump administration proposal, chances for the public to weigh in on quarterly sales shrink by close to 90 percent, according to Inside Climate News. The same draft rule takes a 90-day public participation window down to 10 days.

Money terms change too. Inside Climate News reported that the royalty rate, the cut the federal government takes when a company produces oil or gas from public acreage, drops from 16.67 percent to 12.5 percent under the revision.

Cleanup guarantees get cut more sharply still. Bond minimums, the money operators park to cover plugging abandoned or failing wells, land at USD 10,000 per individual lease and USD 25,000 for a statewide group of leases, sums Inside Climate News describes as far under what such work usually costs. The Biden-era floors were USD 150,000 and USD 500,000.

The workforce behind those rules has shrunk. Federal workforce data reviewed by Inside Climate News shows the BLM shed 23 percent of its staff during the first year of the second Trump administration.

Source: insideclimatenews.org (opens in a new tab)1 sourcePermalink

Transport

Thessaloniki Puts 50 Yutong Articulated Electric Buses Into Service

Fifty electric buses supplied by Yutong have entered service in Thessaloniki, Greece, according to electrive.

The vehicles are 18-metre articulated units and run on four routes under OASTH, the city's public transport authority, electrive reported. With the delivery, OASTH now operates around 160 electric buses, according to the same report.

Each articulated bus takes up to 130 passengers, and the stated range is 300 kilometres, per electrive. The vehicles carry air conditioning, ventilation systems and tilt-and-turn windows.

Staffing moved with the fleet. OASTH has hired 170 additional drivers as the new buses are folded into the winter timetable, electrive reported, and the operator has announced plans for new routes and higher service frequency.

Source: electrive.com (opens in a new tab)1 sourcePermalink