Europe's latest heatwave delivered an uncomfortable reminder that the continent's climate challenge doesn't stop at cutting emissions. Future-proofing road and rail systems may be the next frontier of climate investing: www.reuters.com/commentary/r...

www.reuters.com/commentary/r... The latest data dump from the Energy Institute has landed, and as ever, it's an energy analyst's dream: sprawling, consistent and packed with signals about where the global system is heading.

Europe's solar sector is scaling new heights - yet the region's power markets are showing signs of growing stress. The output surge underscores the success of Europe's clean energy push, but also exposes a mismatch between when electricity is produced + used. More ⤵️ www.reuters.com/commentary/r...

US President Trump's push to revive the domestic coal sector taps into a potent mix of energy security, industrial policy and electoral politics. But the data show that coal's decline is unlikely to reverse. Here are reasons why these efforts may ultimately backfire: www.reuters.com/commentary/r...

While oil markets fixate on the disruptions to Middle East exports and surging U.S. supply in 2026, South America is quietly emerging as a key new source of global crude flows: www.reuters.com/commentary/r...

A near-record run of U.S. gasoline inventory drawdowns is flashing a stark warning for fuel markets: the system is losing its buffer just as seasonal demand crests. More in today's column: www.reuters.com/markets/comm...

Many of Asia's largest cities are already gripped by above-normal temperatures that are prompting widespread use of power-hungry air conditioners weeks ahead of the usual peak in summer thermometer readings across the region. www.reuters.com/commentary/r...

Elevated crude oil prices have grabbed the most attention in the wake of the U.S.-Israeli war against Iran. But most economies run on fuels, not oil, and the sharp surge in diesel costs this year is likely to cause the most lasting economic damage. www.reuters.com/commentary/r...

Russia - despite heavy sanctions and international isolation - is quietly playing a key role in cushioning global commodity markets from the full impact of the war with Iran and collapse in energy exports from the Middle East: www.reuters.com/commentary/r...

A durable peace breakthrough in the Middle East would ripple through markets far beyond crude oil, quickly stripping out risk premia that have been baked into everything from freight rates to fertilizer prices. Check out today's column for more: www.reuters.com/markets/seve...

Europe's solar surge has become one of the continent's most visible energy transition success stories. But even the staunchest clean power advocates are now sensing there can be too much of a good thing. More in today's column: www.reuters.com/business/ene...

China's exporters of batteries, solar systems, electric vehicles and other clean energy components posted record sales last month as the Iran war and subsequent closure of the Strait of Hormuz cut off oil and gas supplies from the Middle East. More below: www.reuters.com/business/ene...

Natural gas touches almost every corner of the U.S. economy, fuelling power plants, homes, factories and the booming LNG export sector. But the supply needed to meet all those uses is coming from an ever-narrower slice of America's shale patch. More below: www.reuters.com/business/ene...

Record output from wind farms has helped boost total clean power supplies in the United Kingdom to new highs so far in 2026, and allowed power firms to pare use of fossil fuels to multi-year lows. www.reuters.com/business/ene...

When the missiles & drones eventually stop flying in the US-Israeli air strikes against Iran, a new contest is likely to get underway: the scramble for contracts to rebuild damaged oil & gas infrastructure - & influence - across the Middle East: www.reuters.com/markets/comm...

Electricity prices in Eastern Europe and Italy have climbed faster than other parts of the continent so far in 2026, suggesting that Europe's most gas-dependent economies have been among the hardest hit so far from the ongoing U.S.-Israeli war on Iran.

As the U.S.-Israeli war against Iran heads towards its fourth week, pressure is mounting on major economies dependent on fossil fuels to keep their power sectors, transport fleets, and homes and businesses running.

The repercussions of the ongoing U.S.-Iran war are being felt across the world, with U.S. fuel prices, European natural gas costs and Asian tanker freight rates all jumping sharply since strikes began at the weekend. Here's a look at the key markets impacted so far: www.reuters.com/markets/comm...

The historically low levels of gas inventories across Europe could quickly become a major liability for utilities and industry across the region following the halting of LNG exports by world's third-largest producer Qatar. More in today's column: www.reuters.com/markets/comm...

Some key commodities market price action since the latest Middle East strikes:

European lawmakers are soon expected to unveil new policies on heat used by industry, which could determine if the region can maintain viable & competitive businesses or will experience a further hollowing out of its industrial base. A key topic for 2026: www.reuters.com/markets/comm...

The scrapping of the foundation for U.S. federal climate regulations has upended energy investor narratives that have prevailed so far this decade, and is sparking a re-think on which sectors might now win and lose in the U.S. energy space. More here: www.reuters.com/markets/comm...

U.S. exporters of LNG consumed more natural gas than both households and commercial businesses last year, tightening U.S. gas supplies and putting the LNG export boom squarely in the frame of discussions surrounding rising U.S. energy costs. www.reuters.com/markets/comm...

China's epic renewables boom lifts it into rare clean capacity club: The world's top polluter crossed a critical energy transition threshold in 2025 by deploying more clean power capacity than fossil fuel generation capacity for the first time. More here: www.reuters.com/markets/comm...

Australia's wholesale electricity prices fell to the lowest in four years in 2025, bucking the rising price trends seen elsewhere and validating claims that renewables-heavy power system overhauls can help lower consumer power costs. More: www.reuters.com/markets/comm...

China's unmatched status as the global leader in clean energy technologies is perhaps best underscored by the massive reach of its EV exports, which hit nearly $70 billion in 2025 and spanned well over 150 countries and territories. More below: www.reuters.com/markets/chin...

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...