While N. America & Europe scramble to build data centers needed to run 21st-century businesses, emerging mkts remain anchored to 20th-century products like steel + cement for jobs + economic growth. That divergence is splitting energy transition trajectories, too. www.reuters.com/markets/comm...

Europe's largest wind power producer - Germany - remains in the grips of a years-long bout of sub-par wind electricity production due to below-average wind speeds at turbine level. The doldrums look set to continue, with forecasts for wind power output coming in below the long-term average thru Q1

Surging natural gas prices in the U.S. and Europe have dominated energy market attention so far this year, but several sector stocks that have hit multi-year highs likely encapsulate the broader themes driving energy investing in 2026 as a whole. More below: www.reuters.com/markets/comm...

Thermal coal exporters are on the lookout for expansion opportunities following their first annual contraction in sales volumes last year since COVID-19 slammed fuel demand in 2020. Problem is, growth markets are hard to find.

The year 2025 in the LNG sector will be one for the history books after exports of the super-chilled fuel smashed records and raked in billions of dollars in revenues across the global liquefied natural gas supply chain. Here's what's on the radar in 2026: www.reuters.com/markets/comm...

Today's column digs into uranium, which could become one of 2026's hottest markets: www.reuters.com/markets/comm...

One of the world's largest oil, gas and coal importers - Japan - has cut fossil fuel electricity generation to the lowest levels in more than a decade so far in 2025, thanks in large part to an ongoing recovery in nuclear power output.

Major Asian economies including China, India, Japan and Vietnam have cleaned up their power generation systems by more than the United States and Europe in 2025, setting the stage for an East-West divergence in energy transition momentum heading into 2026.

The European Union's plans to phase out Russian natural gas imports by 2027 will impact some member nations more than others, due to wide country variance in gas dependence and differing abilities to switch suppliers to other origins.

Benchmark U.S. natural gas prices are ending 2025 in the manner that they began - with a strong rally. And that's bad news for people hoping for further cuts to U.S. coal use.

A potent mix of American ingenuity and full-throated political backing has propelled the U.S. to the top of global LNG exporter rankings, and promoted a narrative that shipments of "freedom gas" will continue climbing to all markets for years to come.

BESS boom - China's battery exports charge to new highs China's exports of batteries and battery energy storage systems (BESS) have hit a record in 2025, soaring by 24% from the year before over the first nine months of the year. More here: www.reuters.com/markets/comm...

Global power generation capacity is on track to expand by just over 25% once projects that are currently under construction are completed and steer power onto generation systems and electricity grids. Details in today's column: www.reuters.com/markets/comm...

In the decade since the landmark COP21 Paris agreement aimed to limit global warming, both a lot and a little has changed when it comes to the energy sector makeup and the trajectory of emissions. www.reuters.com/markets/comm...

Germany's higher gas use hampers Europe's stockpiling drive: Germany's highest gas-fired power generation levels since 2021 are scuppering regional efforts to replenish natural gas stockpiles ahead of the peak season for gas-fired power demand. More below:

Taiwan bucks Asia's clean power drive with record gas burn: Taiwan's utilities have cranked natural gas-fired electricity generation to new highs this year, bucking regional and global trends toward increased clean energy within power mixes: www.reuters.com/business/ene...

The world's largest goods and raw materials producer, China, has a commensurately large energy demand footprint, is the top global consumer of power and electricity, and is also the world's largest energy polluter: However, it has big plans to change: www.reuters.com/business/ene...

It's not just the U.S., Qatar and Australia that are vying for a share of the lucrative LNG export market. Malaysia wants a cut too, and is retooling its own power generation system to do it. www.reuters.com/markets/comm...

Natural gas consumption by U.S. LNG firms looks set to overtake gas use by U.S. households for the first time in 2025, stoking tensions between the export-oriented LNG sector and domestic gas consumers already saddled with record-high energy bills. www.reuters.com/markets/comm...

Manufacturers in North America and Europe are set to embark on starkly different power-source paths in the decades ahead, which could reshape the future prospects for goods producers on both sides of the Atlantic. More in today's column: www.reuters.com/business/ene...

China's longstanding dominance of clean energy manufacturing is translating into a behemoth export business, with close to $1 trillion worth of batteries, solar components, electric vehicles and wind power systems shipped globally since 2018: www.reuters.com/markets/comm...

Although overshadowed so far by booming data center demand and the U.S. government's gutting of clean energy policies, California's rapid scaling of solar farms and battery systems may yet emerge as 2025's most significant power story: www.reuters.com/markets/comm...

Very important story on how Pakistan's solar boom is accelerating water table depletion in rural areas: www.reuters.com/sustainabili...

Italy's enduring economic malaise is resulting in the lowest emissions from its power sector in decades. But climate activists should beware that planned measures to boost the economy could trigger a swift U-turn in pollution trends. More: www.reuters.com/markets/euro...

Turkey's skilled workforce and low energy costs have made it a popular destination for businesses looking to develop supply chains on the doorstep of both Europe and Central Asia. But the industrial boom has come with a stiff pollution penalty. www.reuters.com/markets/comm...

Climate watchers need to look beyond China to gain a full read on global emissions trends tied to energy extraction and generation. Meet the Dirty Dozen: www.reuters.com/markets/comm...

US gas power capacity is set to jump while capacity plans for solar & wind are being trimmed back. That's what the latest data from @globalenergymon.bsky.social shows. More in today's column: www.reuters.com/markets/comm...

India's public flogging over its imports of sanctioned Russian oil has been a painful reminder that energy policy is a matter of national security, increasing the attractiveness of domestic energy sources. More in today's column: www.reuters.com/world/india/...

There's good news and bad news for climate trackers following U.S. power generation and emissions trends: www.reuters.com/markets/comm...

Fossil fuels generated a record low share of Japan's utility-scale electricity supplies over the first half of 2025, marking an important milestone in the energy transition momentum of one of the world's largest fossil fuel consumers. More in today's column: www.reuters.com/markets/comm...

Charting the projected US power capacity mix through 2035: www.reuters.com/business/ene... Reuters Open Interest

U.S. power firms are building out the most gas-fired power generation capacity globally, which will cement the country's position as by far the world's largest natural gas consumer and gas-fired power producer.

Here's a refresher on Russia's commodities clout ahead of the Trump-Putin talks: www.reuters.com/markets/comm...

Key US natural gas trends to track as LNG exports hit new highs: U.S. exports of LNG have scaled new highs so far this year, rising by over 20% from the same months in 2024 to cement the U.S.' position as the world's largest supplier of the super-chilled fuel.

U.S. President Donald Trump's scrapping of subsidies and tax breaks for renewable energy developers has stalled but not derailed solar power capacity growth across the United States.

Global utilities generated a record amount of clean electricity while cutting output from fossil fuels during the opening half of 2025, maintaining the momentum of international efforts to cut back on fossil fuel use in energy production. Here's where things stand: www.reuters.com/business/ene...

Key US electricity price and output trends so far in 2025: The first half of 2025 featured a slew of U.S. electricity and power milestones, with generation, demand and retail prices all scaling records during January to June: www.reuters.com/business/ene...

US President Donald Trump has singled out the coal industry as a key driver of U.S. energy dominance, but there are currently no new U.S. coal plants under construction and utilities have identified quicker and cheaper paths to boost power supplies. Today's column: www.reuters.com/markets/comm...

Gas-fired electricity production has dropped to record lows in the home country of Europe's largest gas-trading hub, dealing a fresh blow to natural gas bulls who eye Europe as a key growth market for sales of LNG and pipelined gas supplies. Today's column: www.reuters.com/markets/comm...

Surging clean power supplies have allowed China's utilities to reduce their emissions from electricity production to record lows during the opening half of 2025: www.reuters.com/markets/comm...

Fossil fuels show staying power as EU clean energy output dips: Utilities across the European Union cranked output from natural gas & coal-fired power plants during the opening half of 2025, boosting power emissions and reversing recent energy transition momentum. www.reuters.com/markets/comm...

The tariff deal between the United States and Vietnam sets the stage for a further climb in trade volumes between the countries and will also impact the energy generation mix that powers the fast-growing Vietnamese economy.

Rapid growth in the installation of batteries is upending power systems across the United States, with battery-deployed electricity volumes scaling new records nearly every month. Today's column: www.reuters.com/markets/comm...

Utilities in the developed world are stressing over how to keep up with demand from data centres and artificial intelligence searches. But globally, keeping people cool is likely to be a much bigger drain on electricity grids & a more pressing power sector challenge. www.reuters.com/business/ene...

Imports of LNG into Asia have contracted by a record amount during the first half of 2025, as slowing economic growth and trade tensions with the United States cooled demand for the super-chilled fuel. The only exception has been Taiwan. More in today's column: www.reuters.com/markets/comm...

Pakistan's solar surge lifts it into rarefied 25% club: Pakistan is rapidly emerging as a key leader in solar power deployment, and not just within emerging economies. More here: www.reuters.com/markets/comm... Reuters Open Interest

U.S. exports of LNG are already at record highs so far in 2025, but forecasts for above-average temperatures across key Asian import markets could lift them even higher this summer. Today's column: www.reuters.com/markets/comm...

Today's column ⤵️

US power producers have lifted output from both fossil fuels & clean energy sources to new highs in 2025. Average retail electricity prices have risen in tow. Below are five charts on US power generation & electricity prices to help keep track of these key trends. www.reuters.com/markets/comm...