oilprice.com

Coal demand and prices in China have jumped in recent days as scorching heat waves across most of the country boost electricity demand.

Coal demand and prices in China have jumped in recent days as scorching heat waves across most of the country boost electricity demand.

Coal demand and prices in China have jumped in recent days as scorching heat waves across most of the country boost electricity demand.

Coal demand and prices in China have jumped in recent days as scorching heat waves across most of the country boost electricity demand.

Last year, the International Air Transport Association (IATA) revealed that sustainable aviation fuels (SAF) production represents only 0.6% of total jet fuel consumption, well below the 65% target by the global aviation industry to reach net-zero carbon emissions by 2050. SAF currently costs two to five times more than conventional jet fuels, with the hefty price premium creating a significant economic barrier for airlines that operate on razor-thin margins. Additionally, there is not enough global refining capacity or raw materials such as cooking oil and animal fats to produce SAF at the scale required, with producers hesitant to invest without long-term supply agreements. However, a new report has revealed that the world could start sourcing cheap SAF from an unlikely source: a joint study by IECC at UC Berkeley and Energy Innovation has found that India is uniquely positioned to produce enough SAF to supply global markets at costs up to 40% below global benchmarks thanks to the country’s booming renewable energy sector.

The $5 billion East African Crude Oil Pipeline (EACOP), which will transport crude from Uganda’s Albertine Graben to Tanzania’s Tanga port, is nearly completed, after years of delays and controversies surrounding the project. The development of EACOP is being led by French supermajor TotalEnergies along with the Chinese state-owned China National Offshore Oil Corporation (CNOOC).

The $5 billion East African Crude Oil Pipeline (EACOP), which will transport crude from Uganda’s Albertine Graben to Tanzania’s Tanga port, is nearly completed, after years of delays and controversies surrounding the project. The development of EACOP is being led by French supermajor TotalEnergies along with the Chinese state-owned China National Offshore Oil Corporation (CNOOC).

China’s annual emissions have risen by 8.8 billion metric tons since 2000, accounting for roughly 62% of the entire global increase.

China’s annual emissions have risen by 8.8 billion metric tons since 2000, accounting for roughly 62% of the entire global increase.

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But with all that spending going into the AI buildout, there’s one question many don’t appear to be asking: where is all of that electricity actually going to come from?

Another big giant present with a bow on top from Trump to Putin.

Deliveries of oil starting to fall, shit getting even more shit

A Chinese-owned tanker under U.S. sanctions has passed the Strait of Hormuz despite the U.S. blockade of Iranian ports that began on Monday.

A Chinese-owned tanker under U.S. sanctions has passed the Strait of Hormuz despite the U.S. blockade of Iranian ports that began on Monday.

BYD, China’s biggest EV manufacturer and top exporter, has said that the average wait time for its top-selling Sealion 7 and Atto 2 models has blown out to between two and three months, up from two to three weeks.

https://redlib.catsarch.com/r/stupidpol/comments/1semi2y/somalia_set_to_begin_first_ever_offshore_oil/

https://redlib.catsarch.com/r/stupidpol/comments/1s9hvqc/trump_media_to_merge_with_nuclear_fusion_startup/

https://redlib.catsarch.com/r/stupidpol/comments/1s6qb2u/is_it_time_for_energy_rationing_to_return/

https://redlib.catsarch.com/r/stupidpol/comments/1s2kt95/saudi_pushes_white_house_to_prolong_iran_war_as/

India projects to have a total of 509 gigawatts (GW) of solar power capacity installed by the end of the 2035-2036 fiscal year, up from 140 GW installed solar PV capacity as of January 2026.

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https://redlib.catsarch.com/r/stupidpol/comments/1rjpuuu/china_pressures_iran_to_keep_strait_of_hormuz/

…On March 2, QatarEnergy — the state-owned energy giant responsible for all of the country’s liquefied natural gas exports — announced a complete halt to LNG production…their shutdown effectively removes roughly 20% of the world’s LNG export capacity from the market in one hit…This goes beyond sentiment and sits squarely in the let’s-affect-fundamentals territory…This episode will embed a geopolitical risk premium far deeper into LNG pricing than existed even at the height of the Russia-Ukraine crisis…The long-term impact could be structural and include reconfigured trade flows, geopolitical risk premiums baked into contracts, changes in investment strategies, and a renewed urgency for diversification of supplies.

It’s like the opening chapter of Red Storm Rising or something.