Thursday, 24 September 2026

California Governor Gavin Newsom signed legislation clearing the immediate sale of E15, a higher-ethanol gasoline blend, in the state.

The move ends California's status as the last U.S. state where the fuel could not be sold, according to The Epoch Times. E15 is regular gasoline blended with about 15% ethanol.

A study cited by Quartz and Yahoo projected annual savings of up to USD 2.7 billion for California drivers from the change.

BDx Data Centers has broken ground on a 640 MW AI data center campus in Jatiluhur, West Java, Indonesia, according to a company announcement carried by Event Registry.

The project, designated AI Campus 2 (CGK4), is backed by 845 MVA of grid capacity from Indonesian state utility PLN.

The first building on the campus will deliver 120 MW of IT capacity in phases. The first contracted phase of Building 1 is expected to enter service in early 2027.

AMPIN Energy Transition has secured an equity investment of up to USD 100 million from Norfund, the developmental finance institution of the Norwegian Government, according to Energetica India.

The capital will be routed through the Norwegian Climate Investment Fund to accelerate deployment of clean energy capacity and support manufacturing expansion in India, per a company press release cited by ETEnergyWorld. Norfund said in a separate release that the investment will support the development of an additional 2.0 GWp of renewable energy capacity, according to Saur Energy.

The injection takes total equity capital raised by AMPIN to nearly USD 1 billion, Energetica India reported.

Energy Vault has acquired a portfolio of US battery energy storage system development projects from Boulder, Colorado-based developer Goshe Energy Storage, the company said in a press release.

The deal brings roughly 2.3 GW of battery storage development spread across 15 projects onto Energy Vault's platform, according to the press release.

Two of those projects, totaling 350 MW, are ready for construction, the company said. Both are expected to reach commercial operations in the first quarter of 2028.

Engineers India Ltd (EIL) has secured a contract worth more than USD 450 million from Nigeria-based Dangote Group tied to a planned refinery in Kenya, the state-owned company said in a statement reported by the New Indian Express.

Under the agreement, EIL will act as project management consultant and engineering, procurement and construction management consultant for the Kenyan complex, according to the Financial Express.

The facility is to be built in Lamu on Kenya's coast and is designed to process up to 700,000 barrels of crude oil per day, according to TV360 Nigeria.

India has imported 298 million barrels of Russian crude since the outbreak of the US-Iran war, according to Axis Bank Economic Research.

The bank's report argues the surge cannot be read as an arbitrage play on discounted barrels. An additional 1 million barrels per day flowing from Russia to India since March 2026 cannot be explained by price dynamics alone, according to Axis Bank Economic Research.

The framing points to supply displacement rather than pricing as the driver, with Indian refiners absorbing volumes that would otherwise have moved through disrupted trade routes.

India's dependence on imported crude climbed to 88.7% in FY26, even as domestic refiners broadened their sourcing network from 27 to 41 countries, according to a report cited by newkerala.com.

Yes Securities Institutional Equities said the ability to source crude flexibly and process diverse grades is becoming a central driver of profitability for Indian refiners, particularly against a backdrop of geopolitical disruptions and sharp regional price differentials.

The brokerage framed grade flexibility as a margin lever tied directly to the wider supplier base, per the report.

Energy demand from emerging markets and developing economies (EMDEs) could rise by more than 60% by 2060, adding the equivalent of another China to global primary energy consumption, according to a new S&P Global Energy study cited by IT-Online.

The study, Multidimensional Global Energy Pathways, puts the projected EMDE demand increase at 155 exajoules on top of current global primary energy demand by 2060.

S&P Global argues that meeting that demand while preserving energy security, resilience and affordability renders more ambitious climate goals infeasible, even assuming exponential growth in renewables and rapid electrification.

On that basis, the study concludes that capping global temperature rise at 1.5 degrees Celsius is not reachable under any plausible trajectory, and that reaching global net-zero emissions before the end of the century is unlikely.

Brent crude fell below USD 100 per barrel after Iran offered to reopen the Strait of Hormuz on the condition that the United States lift its blockade and halt military actions, according to Cryptobriefing. Fortune reported oil trading at USD 99.27 per barrel at 6 a.m. Eastern Time on the Brent benchmark.

West Texas Intermediate slid toward USD 90 per barrel as hopes grew that the strait could reopen, according to Investing.com. Cryptobriefing later put Brent futures at USD 98.33 and WTI at USD 89.92, describing a two-week low tied to expectations of reopened transport routes and diplomatic progress with Iran.

The move followed the reduced-rate resumption of Saudi Arabia's East-West Pipeline and signals from Iran that it might conditionally reopen the Strait of Hormuz within a week, Cryptobriefing reported.

Donald Trump claimed prices would decline once the conflict with Iran concludes, according to Cryptobriefing.

A Venezuelan delegation led by interim President Delcy Rodriguez opened talks with US counterparties on energy, debt and mining, according to officials and sources cited by Reuters. The delegation is in the country for the United Nations General Assembly.

The discussions are expected to lead to signed agreements tied to US President Donald Trump's plans to rebuild Venezuela's key industries, and to remove obstacles preventing Rodriguez's government from regaining control of overseas assets and accessing financing, the sources told Reuters.

Trump was scheduled to meet Rodriguez in New York on Tuesday on the sidelines of the UN General Assembly, in what Reuters described as their first meeting since American forces captured then-President Nicolas Maduro in a January raid.

Venezuela announced in May that it would begin restructuring its sovereign debt and the debt of state oil company PDVSA, estimated by most analysts at between USD 150 billion and USD 200 billion.

The Nigeria Labour Congress has backed a demand by civil servants to reduce the country's petrol price to NGN 500 per litre, according to Tribune Online.

Leadership reported that public-sector workers gave the federal government until September 30, 2026, to address their demands, warning that rising hardship was fuelling tension among workers.

The workers said recent increases had pushed petrol prices to NGN 1,430 per litre or more in some locations, deepening the cost-of-living crisis, according to Leadership.

To bring the pump price down, the workers urged the federal government to establish an intervention fund for stakeholders in the oil sector, aimed at stabilising petrol prices and eventually reducing them to NGN 500 per litre, Leadership reported.

Saudi Arabia denied on Tuesday that it had purchased 25 oil tankers, calling an Iraqi allegation inaccurate, according to Reuters. The denial followed a parliamentary statement by Iraqi Oil Minister Basim Mohammed linking the alleged purchases to a jump in the cost of shipping Iraqi crude.

Mohammed told the session that Saudi Arabia had acquired the 25 vessels for an estimated USD 4.5 billion and said the deal was behind a steep rise in Iraqi oil transport costs, according to Reuters. He said per-barrel transport costs had climbed from USD 26 to USD 37.

Saudi Arabia's Energy Ministry, in a statement cited by Reuters, said it had not bought the tankers and pointed to other drivers of higher shipping costs, including regional military conflict and disruption to navigation through the Strait of Hormuz.

Brent crude fell back below USD 100 a barrel on Tuesday as investors weighed a potential meeting between US President Donald Trump and Iranian President Masoud Pezeshkian at the UN General Assembly in New York, according to RFI.

RFI reported that stock markets advanced as oil retreated on speculation the United States and Iran could make progress this week on talks to end the Mideast war, with a technology rally fueled by enthusiasm around Meta's new AI agent.

Expectations that Saudi Arabia would quickly resume flows through its East-West pipeline added to the downward pressure on crude, per RFI.

Dangote Refinery reduced its petrol gantry price by NGN 25 per litre on Monday, bringing the rate to NGN 1,325 per litre.

The cut has yet to reach pumps in full. According to the News Agency of Nigeria, checks in Abuja on Tuesday found that some filling stations had not adjusted their petrol prices, leaving motorists paying the higher rates.

Ukrainian Defense Forces hit Russian oil refineries in Ufa and Samara, according to the General Staff of the Armed Forces of Ukraine, as reported by Ukrinform citing a Facebook post from the General Staff.

At the Bashneft-Ufaneftekhim plant in Ufa, in the Republic of Bashkortostan, a fire broke out on the premises after the strike.

In Samara, Ukrainian drones struck Rosneft's Kuibyshev refinery overnight on 22 September, hitting two primary crude-processing units and triggering a large fire, according to Ukrainian drone and missile maker Fire Point.

Satellite images taken on the morning of 22 September showed several fire hotspots near fuel tanks in the eastern part of the Kuibyshev site. The plant has the capacity to process approximately 7 million tonnes of oil annually.

Average gasoline in New Jersey reached $4.42 a gallon on September 21, up from $3.12 a year earlier, according to AAA figures cited by northjersey.com.

The outlet attributed the increase to rising fuel costs tied to the U.S. war with Iran, and reported that businesses are passing the added expense on to consumers.

Landscaping, moving and trash collection providers are adding fuel surcharges to customer bills, northjersey.com reported.

French President Emmanuel Macron has written to the European Commission asking it to postpone new EU methane reporting rules for oil and gas importers, warning they could create legal risks as energy supplies tighten, according to Reuters. Macron wants the regulations delayed by one year, until January 1, 2028.

In the same letter, Macron pressed European Commission President Ursula von der Leyen to relax rules on diesel and kerosene, citing the risk of shortages from the US-Iran war, Rigzone reported. He argued that easing EU fuel-quality standards could let the bloc's refineries produce up to 20% more diesel and kerosene.

Macron also proposed loosening biofuel-blending limits, allowing EU distributors to replace B7 diesel, which contains up to 7% biodiesel, with B10, containing up to 10%.

According to Rigzone, Macron warned that global oil-product supply could fall by 4 million barrels a day unless the Strait of Hormuz reopens quickly and Saudi Arabia's East-West pipeline is brought back into operation, risking a sharp jump in prices.

Nigeria's Federal Government has ruled out any near-term increase in electricity tariffs, according to The Times of Nigeria.

Power Minister Joseph Tegbe, who assumed office on June 8, said the administration's immediate priority is to improve sector performance rather than add financial pressure on consumers, BizWatch Nigeria reported.

The Eagle Online reported that Tegbe announced a shift from immediate stabilisation of the power sector toward infrastructure development and investment mobilisation aimed at building a more resilient electricity system.

Among the first 100 days' achievements, Tegbe cited the return of the 375 MW Alaoji open-cycle plant to the national grid after three years offline, according to The Times of Nigeria.

The same outlet reported that an estimated NGN 1.23 trillion has been raised toward clearing a power-sector debt backlog the ministry puts at NGN 3.3 trillion.

Solex Energy has confirmed plans to build a 5.2 GW solar cell factory in India, according to PV Magazine.

The company plans to invest INR 40 billion in the expansion. Alongside the cell facility, Solex Energy intends to establish 10 GWh of battery pack and container assembly capacity.

The combined program pairs upstream solar manufacturing with downstream storage assembly under a single capital plan, spanning cell production and battery pack integration.

The Queensland government said it will power data centres in the Australian state with coal and gas, according to RenewEconomy.

At the same time, Queensland will not support the federal Coalition's push for nuclear power, RenewEconomy reported.

The position sets the state's approach to data centre electricity supply apart from the federal opposition's energy platform, keeping fossil generation as the backbone for new digital infrastructure load while ruling out nuclear as an option.

Zelestra has started construction of the 38.5 MWdc Detershagen solar project in Rostock, Mecklenburg-Vorpommern, Germany, according to reNEWS.

The site will comprise approximately 62,000 solar panels, reNEWS reported, and was awarded through Germany's EEG tenders.

Once operational, Detershagen is expected to generate around 40,200 MWh of clean energy annually and help avoid approximately 13,300 tonnes of CO2 emissions per year, per reNEWS.

Full commercial operation is anticipated by the second quarter of 2027, according to the same report.

The attorneys general of California and New York filed suit against the Trump administration on Tuesday to stop deals unwinding federal offshore wind leases, KTAR and Tribtown reported.

New York Attorney General Letitia James headed a seven-state coalition targeting two arrangements: the Invenergy buyback and a separate proposal with Bluepoint Wind, the developer that agreed in April to halt a project planned off the coasts of New York and New Jersey.

The administration announced in June that it would repurchase Invenergy's federal leases covering four projects sited on the East and West coasts. Taken together, the transactions would channel USD 1.4 billion in taxpayer funds to energy companies in return for scrapping several projects.

Publicly traded producers accounted for just 2% of roughly 12,000 oil and natural gas companies operating in the Lower 48 states in 2025, yet delivered 68% of the crude oil and natural gas output, according to the EIA.

The concentration is starker in the two largest basins. In Appalachia, in the Northeast United States, public operators make up 1% of active producers but pump nearly five times as much oil and gas as private companies, the EIA said. In the Permian, straddling New Mexico and Texas, they represent 3% of active operators and collectively produce four times the volume of private peers.

The EIA attributes the production edge to massive scale, prime drilling locations, and advanced technologies.

A renewed rise in oil and gas prices will push eurozone inflation higher and keep it elevated for longer before it eases back toward target from mid-2027, according to Chief Economist Philip Lane.

Lane said the current bout of energy price increases should feed through to food, electricity and goods prices, while pressure on services should stay contained. He described the episode as a second wave of energy price rises, distinct from the shock that drove the previous inflation surge.

ING flagged a related market dynamic, arguing that jumps in oil prices leave a lasting imprint on inflation expectations that constrains how far rates can fall when crude retreats. That asymmetry, according to ING, could cap the downside for euro rates in the near term.

NTPC Renewable Energy Limited, a wholly owned subsidiary of NTPC Green Energy Limited, brought two wind project segments in Gujarat into commercial operation on September 22, 2026, according to Event Registry filings relayed via equitybulls.com.

The fourth part of the Vanki Wind Energy Project at Nakhatrana, Kutch, with a capacity of 6.3 MW, was declared on commercial operation from 00:00 hours on that date. The same filing places the segment within the 1,050 MW wind component of the 500 MW REMCL RTC Project.

Separately, the first part of the Jamjodhpur Wind Energy Project at Jamnagar entered commercial operation from 00:00 hours on September 22, 2026 with a capacity of 50.4 MW, also within the 1,050 MW wind component of the REMCL RTC Project.

Following the additions, the group's total installed capacity stands at 10,977.23 MW, according to psuconnect.in.

India's Ministry of Petroleum and Natural Gas has issued operational guidelines covering all six components of the Rs 23,731-crore GOBARdhan scheme to develop the compressed biogas sector.

Under the pricing framework, producers will receive an Administered CBG Price of Rs 2,110 per million British thermal units.

The guidelines also introduce a Compressed Biogas Obligation on city gas distributors. Distributors must source CBG equal to 3 percent of relevant gas supply in 2026-27 and 4 percent in 2027-28, rising to 5 percent from 2028-29.

Cuba's National Electric System was projected to run 1,215 MW of available generation against demand of 3,150 MW during the evening peak, according to the country's energy ministry as reported by Yeni Safak.

That gap translated to a generation shortfall of 1,935 MW, with the estimated impact on electricity service put at 1,975 MW.

The rapid build-out of data centres and the mechanics of the energy transition are colliding, according to commentary published across three outlets this week, with market design emerging as a tighter constraint than technology itself.

EU day-ahead electricity markets recorded 1,223 hours of negative prices in the first quarter of 2026, according to a column published on CEPR's VoxEU. The same column argues that market design, not technology, is now the binding constraint on the energy transition, and that addressing it requires rethinking how renewable investment is financed and how demand is brought into the system.

On the demand side, Reccessary reports that Australia's data centres could raise power bills, pressure water supplies and slow the transition to net zero unless they are carefully designed. The framing places computing load alongside grid, water and decarbonisation planning rather than treating it as a standalone infrastructure question.

Quartz situates the current build-out in a longer historical frame, reporting that historians say the present-day data-centre land rush has much in common with previous land rushes.

Sunrun and Tesla pulled 580 megawatts from residential batteries onto California's grid during a heat wave on September 9, according to toptech.news, which described it as the largest residential distributed power plant event ever recorded.

The statewide dispatch combined more than 140,000 home batteries over a three-hour evening window, according to Interesting Engineering.

Interesting Engineering described the event as the largest residential virtual power plant dispatch on record, and said the volume was sufficient to power every home in Sacramento County simultaneously.

Eurozone consumer sentiment weakened in September as households absorbed rebounding energy prices tied to escalating military action in the Middle East, according to reporting by the Wall Street Journal and Morningstar.

The European Commission's flash consumer-confidence indicator for the currency area fell 1.0 point to minus 16.5 for the month. The reading extended a decline that the Wall Street Journal linked directly to higher energy costs following the Middle East escalation.

Capital Economics economist Jack Allen-Reynolds, in a note to clients cited by Morningstar, said household moods had soured after fuel prices climbed around 6% during the month, alongside higher utility bills and lower equity prices.

A fire at a solar farm in western P.E.I. is out after battery cells burned, smouldered and flared up for two weeks, according to city officials cited in wire reports.

Emergency services in Summerside said the blaze at the Sunbank solar farm started on Sept. 7.

Summerside's utility team will begin restarting solar generation at the site, while the battery infrastructure remains isolated, the city said.

City officials said they will work with the P.E.I. fire marshal, technical experts and insurers to determine the cause of the fire.

Daily rates on the Baltic TD3C tanker route linking the Arabian Gulf to China crossed USD 1 million per day on Sept. 16, according to Nasdaq and Investing.com.

The move outpaced the broader energy complex. Tanker rates have climbed far faster than oil or gas prices, both outlets reported.

The strength on the Arabian Gulf-to-China leg is not staying contained. According to the same reporting, spillover from the elevated TD3C rates is lifting prices on routes far from the war zone.

The US is reportedly preparing a plan to ban diesel exports for 90 days, according to Semafor Net Zero, as the White House considers action on record-high fuel prices.

The proposal is dividing the cabinet. The Treasury secretary has privately lobbied against the idea, according to Politico as cited by Semafor, and the energy secretary called such a blunt tool one that definitely does not work, echoing the interior secretary.

S&P Global estimated that a full ban would drive US refineries to cut run rates by up to 10%. Semafor also reported that the ban would raise global diesel prices, rebounding on American consumers who depend on imports.

The planned Pax Silica tech hub in the Philippines and the related Luzon Economic Corridor have drawn opposition from civil society organizations and Indigenous groups, according to Mongabay.

Land earmarked for the Pax Silica site overlaps with territory that thousands of Indigenous Aeta people claim as their ancestral domain, Mongabay reported. Protesters have also raised concerns about the project's water and energy consumption and its waste management plans.

Joshua Bingcang, chief of the BCDA, offered what he described as a conservative estimate that the facility would require around 3 GW to operate, according to Mongabay's account of a press briefing. Run continuously at that level, the hub would draw about 26.3 TWh per year, Mongabay reported.

Bentley unveiled the Torcal, its first all-electric vehicle, at a global debut in London, according to Electrek.

The SUV delivers up to 888 PS, equivalent to 876 hp, Electrek reported.

Electrek said the battery pack carries 113 kWh of net capacity. Range is rated at up to 375 miles, or 600 km, on the WLTP cycle, per the same report.

Pila Energy has launched a plug-in home battery storage pilot in New York City, aimed at expanding backup power and helping residents manage energy use, according to Solar Builder.

The pilot, announced during New York Climate Week, includes a program with Brooklyn SolarWorks that will pair rooftop solar with plug-in battery storage, an option Solar Builder reports has been out of reach for most residents of the city until now.

Solar Builder reports that the batteries work with or without solar attached, charging when electricity is cheaper and discharging during peak hours.

Larger turbine components, constrained vessel availability and port congestion are complicating construction and maintenance across offshore wind projects, according to Offshore Magazine, which reports that IMCA is working with partners worldwide to sharpen situational awareness, vessel suitability and incident prevention.

Offshore Magazine reports that rising vessel traffic, bigger turbine parts and expanding offshore infrastructure are pushing up operational complexity across the sector.

IMCA is developing safety and competency standards spanning walk-to-work personnel transfers, lifting operations, marine assurance and workforce training, according to Offshore Magazine.

The association is also pressing for practical decarbonization policies alongside greater investment in specialized vessels, cable-repair capability and offshore power networks, Offshore Magazine reports.

OQ Exploration & Production (OQEP) has contracted SLB to deliver the Bisat-B expansion production plant in Block 60, onshore in western central Oman, according to Oil & Gas Journal.

The expansion is expected to lift gross fluids handling capacity at the site to 548,000 barrels per day, SLB said. Completion is expected within 19 months.

SLB's scope covers design, engineering, procurement, construction, and commissioning of the plant, together with four years of operations and maintenance support.

BYD's forthcoming Yangwang flagship sedan will carry rear-hinged coach doors, five-minute Flash Charging, and possibly solid-state batteries, according to Electrek. It would be the automaker's first model fitted with rear-hinged coach doors.

Electrek, citing local reports and CarNewsChina, said the ultra-luxury sedan may be the first BYD vehicle to use solid-state EV batteries.

BYD executive vice president Stella Li said the company's first vehicle equipped with solid-state batteries is set to debut in 2027, according to Electrek.

FinDreams, BYD's battery business, aims to begin limited-batch production of sulfide-based all-solid-state batteries in 2027 and scale to mass production by 2030, Electrek reported.

Perenco Brazil and Porto do Açu signed a letter of intent to develop an offshore electrification project supplying up to 60 MW of shore power to Perenco's Campos Basin platforms through an 80 km subsea cable, according to Offshore Engineer.

The first phase would deliver 35 MW to shallow-water units in the Pargo and Cherne clusters, displacing power currently produced on-site by turbogenerators.

Capacity could rise to 60 MW within four years of the initial commissioning.

Startup is targeted for the first quarter of 2028, according to Oil & Gas Journal.

The world body has thrown its weight behind a push to accelerate investment in electricity infrastructure across Africa and Southeast Asia, targeting one of the biggest bottlenecks slowing the shift to clean energy, according to Climate Home News.

The Global Grids Accelerator is designed to convert government plans for expanding and modernising power networks into investment-ready projects, and to marshal the expertise, financing and support required to build them, Climate Home News reported.

The initiative will not set up a new financing institution, and no additional funding for grid upgrades was announced alongside the launch, per Climate Home News. Instead, it will function as a broker, drawing together international agencies, development banks, investors and utilities around grid priorities identified by governments.

TotalEnergies and AMNI have taken a final investment decision on the Ima gas development offshore Nigeria, a project targeting 350 MMcfd of production to supply the expanding Nigeria LNG plant, according to World Oil.

AMNI, a Nigerian energy company, holds 60% of the project, with TotalEnergies operating the remaining 40% interest. The field straddles the OML 112 and OML 117 licenses in shallow water near Bonny Island.

Development will rely on a single platform tied back to the NLNG facility through a 22-km pipeline, World Oil reported. First gas is scheduled for 2028, ramping to the plateau rate of 350 MMcfd, equivalent to more than 60,000 barrels of oil equivalent per day.

The output is directed at NLNG's ongoing expansion, which is lifting liquefaction capacity from 22 million tonnes per year to 30 million tonnes per year.

According to World Oil, the platform will draw electric power from shore and operate with no routine flaring, alongside permanent methane detection and monitoring. TotalEnergies said all key contractors on the project will be Nigerian companies, and roughly 60% of the development workforce is expected to come from host communities.

African governments are increasingly pressing foreign investors to build domestic industrial capacity rather than simply finance extraction or ship raw commodities abroad, according to Semafor Net Zero.

Nigeria's trade minister Jumoke Oduwole framed the demand in talks with US companies over critical minerals, telling Semafor her government wants "partners that will make sure that the value chain development [and] the jobs are created on Nigerian soil".

DR Congo Prime Minister Judith Suminwa described diversifying both the economy and the country's roster of foreign partners as a priority, saying partnerships should "bring a plus" to the country, according to Semafor.

Semafor noted the practical constraints on that ambition. Processing minerals or refining oil on the continent requires large volumes of reliable electricity, transport infrastructure, capital and technical expertise, the outlet reported.

The US ambassador to South Africa said the country's post-apartheid Black empowerment rules are holding back billions of dollars in American capital, according to Semafor.

L. Brent Bozell III singled out mandatory local equity transfers in the mining and telecoms sectors as a barrier to investment, Semafor reported, reiterating Washington's criticism of measures designed to redress inequalities caused by apartheid.

Toyota is preparing to launch an electric version of the Corolla, according to Electrek. The move would take Toyota's best-selling nameplate into the battery-electric segment for the first time.

The next-generation Corolla is expected to debut in 2027 as a 2028 model-year vehicle, Electrek reported. The electric variant is expected to be offered in single- and dual-motor configurations, with a driving range of at least 250 miles.

The Corolla is the reference point for mass-market small cars. More than 57 million have been sold worldwide since the model went on sale in 1966, Electrek noted, a tally the outlet describes as making it the best-selling vehicle to date.

Solar module prices in the United States are spiking after the Trump administration's Aug. 6 Section 232 decision, according to research from solar and energy storage data firm Anza cited by Solar Builder.

The decision imposes new tariffs on polysilicon materials, a move Solar Builder said could have wide-reach effects across American industry.

Anza said the module market moved quickly from uncertainty to repricing in the month after the decision, with developers now rushing to secure lower-cost supply before a minimum import price takes effect.

Gran Tierra Energy has scheduled a virtual special stockholder meeting for October 9, 2026 at 10 a.m. Mountain Time to consider approval of the sale of its Colombian and Ecuadorian businesses to Maurel & Prom, according to a GlobeNewswire release from the company.

The transaction carries total consideration of approximately USD 1.33 billion, subject to adjustment, per the company's announcements.

Gran Tierra filed its definitive proxy statement for the meeting with the U.S. Securities and Exchange Commission on September 15, 2026.

Subsea7 has been awarded a sizeable extension to its Sakarya Phase 3 contract offshore Türkiye by Turkish Petroleum Offshore Technology Center (TP-OTC), according to a GlobeNewswire release from the contractor.

The additional scope covers work tied to commissioning the development's floating production unit in 2028, per the same release.

Project management and engineering will be led from Subsea7's Istanbul office, with work commencing immediately.

In a separate GlobeNewswire disclosure, Subsea 7 S.A. detailed share-related awards covering 826,231 performance shares, subject to the plan's performance conditions.

Nio will shut its hubs in Cologne and Weiterstadt near Frankfurt at the end of September 2026, according to electrive.

Once the two sites close, Munich will be Nio's only hub in Germany and its only in-house workshop location in the country, electrive reported.

The company cited current market conditions and the restructuring of its European business as the reason for the closures, per electrive.

Nio said customers will be able to book maintenance appointments through the One-Click Service in its app at trained workshops in their region, according to electrive.

Slovenia will stop paying subsidies for electric vehicle purchases and reorient state support toward charging infrastructure, electrive reported.

Energy and Infrastructure Minister Jernej Vrtovec said the state "will definitely discontinue subsidies for the purchase of electric vehicles," according to electrive.

Around EUR 2.5 million is available for slower charging stations, and approximately EUR 25 million will be allocated next year for charging stations within and outside the TEN-T network, electrive reported, citing remarks carried in Slovenian media.

Revera has closed project financing on the Hunterston Battery Energy Storage System (BESS), a 400 MW / 800 MWh project in North Ayrshire, Scotland, according to ESS News.

ESS News reported that non-recourse senior debt was provided by a banking syndicate of Santander, Barclays, Commonwealth Bank of Australia and NatWest, and that the developer is backed by Carlyle.

Revera has issued notice to proceed, with construction commencing immediately and commercial operation expected in Q3 2028, according to ESS News.

Sungrow will supply the storage system and provide long-term servicing, ESS News reported, adding that the exact BESS type was not provided.

The US national average diesel price stood at USD 6.52 per gallon on September 14, 2026, according to figures from the US Energy Information Administration cited by The Conversation.

The Conversation reported that record-high diesel prices push up the cost of essentials, including food, transportation and other energy sources.

The outlet attributed the disruption in global oil production, refinery output and petroleum supply chains primarily to the US war with Iran, and to a lesser extent the Russia-Ukraine war.

Nissan's new Pixo EV runs on a 27.5 kWh lithium iron phosphate battery and delivers up to 259 km of range on the WLTP cycle, according to Electrek. The pack is described as the first LFP battery fitted to a Nissan electric vehicle in Europe.

Electrek reports the city car can recover charge from 15% to 80% in about 28 minutes when connected to a 50 kW DC fast charger.

Pricing is expected to start below EUR 20,000, per Electrek.

Vertical solar is gaining a foothold in Canada, with East Vancouver-based VREC Solar deploying the technology across urban and off-grid sites, according to Solar Builder.

Norwegian vertical PV specialist Over Easy Solar completed its first commercial installation in Canada at Science World in Vancouver in April, Solar Builder reported.

The design case rests on generation patterns that differ from conventional tilted panels. Research from the University of York, cited by Solar Builder, found that vertical solar produced 26.9% more energy in early morning hours and 22.9% more in late afternoons than conventional tilted arrays over a full year of monitoring. The same research found vertical panels produced up to 24.52% more electricity in winter conditions.

The Rural Utah Infrastructure Coalition (RUIC), which represents eight rural counties in Utah, is weighing an investment of up to $54 million in two West Coast coal export terminal projects, according to IEEFA.

A commissioned report reviewed by IEEFA recommends directing roughly $43.2 million, or 80% of the funds, to the West Gateway coal export terminal in Oakland, California, and $10.8 million, or 20%, to a proposed terminal in Longview, Washington.

The same report questions the headline economics of the Oakland project. It estimates the terminal could cost between $430 million and $625 million, well above the $250 million figure cited by advocates, per IEEFA.

IEEFA also flags schedule risk, citing the report's finding that construction timelines are likely to run at least two to three years longer than currently stated.

Sunrun and SPAN have expanded their partnership to pair residential energy systems with distributed compute infrastructure, aiming to add AI compute capacity through homes rather than centralized data centers, according to a joint announcement carried by GlobeNewswire.

Under the expanded arrangement, Sunrun will supply home solar and battery storage to power SPAN's XFRA distributed data center solution, the companies said.

The two firms plan to work with homebuilders to install the systems in new-build residential communities in Texas and other specified markets, embedding distributed AI infrastructure into developments during construction.

According to the announcement, each host customer will receive a smart electrical panel paired with a multi-battery storage and solar system through a prepaid lease, at no cost to the builder or the homeowner and without raising the purchase price of the home. Host customers will also receive whole-home backup power and ongoing compensation for hosting an XFRA compute node.

Solar and long-duration energy storage provider Zeo Energy has agreed to work with South African energy intelligence firm Ewyze on off-grid microgrids designed to power AI data centers, according to Solar Builder.

The deal was announced on Sept. 22, Solar Builder reported.

Zeo Energy and Ewyze said their collaboration will run across the full development lifecycle of each project, covering site identification and land acquisition, per Solar Builder.

Stillstrom by Maersk has signed a letter of intent with Semco Maritime to manufacture a core component of its offshore vessel charging system, moving the design out of engineering and into build, according to Offshore Engineer OEDigital.

Under the agreement, Semco Maritime will produce the local equipment room that houses power, communications and safety controls for Stillstrom's offshore charging infrastructure. Siemens will act as subcontractor, supplying the switchgear and control systems inside the unit.

Offshore Engineer OEDigital reports that fabrication will take place at Semco Maritime's facility in Esbjerg, Denmark, with completion targeted for spring 2027.

China mined about 60% of the world's rare earth elements used in magnets in 2024 and handled about 91% of separation and refining, according to The Conversation.

That concentration carries political weight. The Conversation argues that a government controlling processing can slow or halt a rival's growth, giving China leverage over downstream industries dependent on the materials.

China used that leverage through a series of rare earth export controls issued in 2025, which it later agreed to suspend at least until Nov. 10, 2026, per The Conversation.

On the other side of the trade, the U.S. government has committed more than USD 7 billion since April 2025 to try to rebuild domestic rare earth production capacity, The Conversation reported.

SLPE, part of Smulders, has landed a contract from EnBW to engineer the wind turbine foundations for the 1 GW Dreekant offshore wind farm in the German North Sea, according to Offshore Engineer.

The scope covers concept engineering, front-end engineering design and detailed design of the foundations, the outlet reported.

Offshore Engineer said SLPE is also expected to support Dreekant through fabrication, installation and commissioning once the detailed design phase is complete.

Imported blue wafers arrive at U.S. solar factories with their P/N junction already formed, putting them closer to a partially completed cell than to a raw input, according to PV Magazine. The specialist outlet reports that these wafers typically carry the anti-reflective coating responsible for their blue tint, leaving metallization and other finishing steps as the main work still to be done domestically.

PV Magazine draws a line between two very different domestic operations. A U.S. plant that imports gray wafers and runs the critical cell-making processes at home covers a different manufacturing scope from a plant that imports blue wafers and performs only the remaining downstream finishing, the publication reports.

The policy concern flagged by PV Magazine is one of incentives. If nearly completed cells can enter the country as wafers and receive the same treatment as cells manufactured domestically from the initial stage, the market may reward finishing operations on par with more comprehensive manufacturing, the outlet writes. Over time, according to PV Magazine, that equal treatment could weaken the incentive to invest in the full range of capabilities the United States offers.