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A right-wing group pushing the province of Alberta to secede from Canada has ramped up a petition campaign aimed at achieving independence after meeting with officials from the Trump administration. The group has already held three meetings with officials from the State Department, where they’ve discussed the logistics of a potential secession from Canada, including border security, switching over to U.S. currency and how their radical plan can benefit the United States. Volunteer canvassers have set a target to collect approximately 177,000…
Artificial intelligence is often viewed as a catalyst for electrification and subsequently decarbonization. Yet one of its most immediate effects may be the opposite of what many assume. The rapid buildout of AI infrastructure is increasing demand for reliable power, and that reality could strengthen the role of natural gas and other dispatchable energy sources for many years. Investors focused on semiconductors and software valuations may be overlooking a key constraint. AI runs on electricity, and those electricity systems operate within physical…
Tesla’s energy business could become $20 billion to $50 billion more valuable if Elon Musk’s plan to build 100 gigawatts of yearly solar cell manufacturing capacity in the United States pans out, analysts at Morgan Stanley say. “The solar opportunity is underestimated,” Musk told analysts on Tesla’s Q4 earnings call last month. “We think the best way to add significant capability to the grid is solar and batteries on Earth and solar in space,” he added. As Musk sees opportunities in the solar manufacturing…
To help navigate the uncertainty, we have framed five possible scenarios, detailed below, that outline plausible pathways, from diplomatic normalization to severe destabilization, and assess their consequences for geopolitics and global oil markets. Only a week ago, the balance of risks appeared tilted towards military action. More recently, intensified diplomatic engagement and signalling from both Washington and Tehran have shifted expectations toward a less confrontational path. That said, developments can unfold quickly, and the probability…
China’s LNG imports are set to rebound this year, rising by between 3% and 10% from 2025, driven by lower prices that are expected with the new supply wave, analysts have told Reuters. Purchases from China, the world’s top LNG importer, are set to total between 70.5 million and 75.5 million metric tons this year, which would be a 3-10% increase compared to 2025, analysts at several energy intelligence firms told Reuters. Last year saw a rare 10% drop in China’s imports. LNG demand softened considerably in 2025 as Chinese natural…
