Energia

The United States wants to accelerate the development of floating nuclear power plants at sea: currently, however, there is only one such facility, in Russia. The initiative is part of the Trump administration’s plans to open federal waters to industrial activities.

The Trump administration halves the impact of tariffs for companies building aluminum foundries in the United States. The White House aims to strengthen the national defense supply chain: today, American production capacity is severely insufficient.

Var Energi, a Norwegian oil company controlled by Eni, will acquire the Danish BlueNord, forming the largest European hydrocarbon producer. All the details.

The Houthis, a Yemeni armed group backed by Iran, have announced a maritime embargo on Saudi Arabia. The move threatens oil exports from the Red Sea just as the Strait of Hormuz has become impassable again. Numbers, details, and context.

Russia is betting on the Power of Siberia 2 pipeline to replace the European market with the Chinese one. But China wants to pay the heavily discounted prices that the Kremlin offers to Russian citizens. Is the pipeline not going to happen?

The European Commission proposes to slow down the reduction of CO2 quotas to contain business costs. In return, it asks member states to allocate more resources to industrial decarbonization. All the details.

Another obligation that Europe will impose on us from 2016, in the case of condominiums with centralized heating systems. Not…

The new diplomacy of raw materials. The analysis by Gianclaudio Torlizzi, founder of T-Commodity, taken from his X profile.

The electricity demand of large data centers is driving prices up in the United States. Consumers and businesses will pay more, as a dispute heats up between the grid operator and the states over delays in connecting new plants.

China’s dominance over critical minerals has triggered a genuine geopolitical crisis, sparking a frantic race in the West for new autonomous supply chains, amid risks of resource nationalism and the need for cooperation.

In the USA, the nuclear industry is experiencing a true renaissance thanks to the energy demand from data centers, the restart of closed plants, strong support from the Trump administration, and the development of new modular reactors.

Chevron is considering building an oil pipeline between northern and southern Iraq, plus a second pipeline to transport crude oil to Syria on the Mediterranean Sea: it would be a very useful infrastructure for Baghdad, which needs to export oil to support its budget but has no alternatives to the Strait of Hormuz.

The growth of data centers will increase electricity demand for many years. Renewables and storage will be essential, but alone they are not enough to ensure the required continuity: this is why gas will play a central role in the mix. An in-depth analysis by Luigi Pereira.

Green housing is not ideology, it is arithmetic. And this time, the numbers don’t add up for any of the twenty-seven. Luigi Ricci’s intervention.

The British government has nationalized the steel company British Steel to save the country’s last blast furnaces; however, the clash with the Chinese group Jingye continues. The situation is similar to that of Acciaierie d’Italia. All the details.

The European Commission will present recommendations to suspend the sanctions provided for in the methane emissions regulation. The Union depends on gas imports, but producers—such as the United States and Qatar—have threatened to divert shipments elsewhere to avoid regulatory burdens.

Greece opposes the twenty-first package of European sanctions against Russia to protect its shipping industry, which is earning a great deal from the transportation of oil and liquefied gas. Numbers, names, and details.

On July 17, the European Commission will present its proposal to revise the ETS mechanism. A postponement of the end of free CO2 allowances for companies is expected: however, member states are divided, while energy-intensive industries are calling for a complete suspension of the system.

Google will purchase the entire initial output of the massive Steel River solar project in Arkansas to offset the emissions from its data centers despite Trump’s anti-renewable policies.

The United States and Iran have resumed attacks on each other, and the Strait of Hormuz is once again blocked. Europe has not overcome the jet fuel crisis – the fuel for airplanes – and has reserves for less than thirty days. Numbers, details, and context.

China launches Guangyan, a new state-backed investment vehicle, to strengthen control over foreign mineral resources, standardize operations, and manage geopolitical risks arising from Western countermeasures.

In the first six months of 2026, the European Union purchased record quantities of Russian gas from Yamal LNG, despite the impending import ban. Russia is celebrating, also because the alternative route to Asia is complicated by ice.

Greek shipping companies are the ones that have profited the most from the maritime transport of Russian oil: it is a controversial trade but allowed as long as it does not exceed the G7 price cap. However, the enforcement of compliance with the mechanism leaves much to be desired. Numbers and details.

The reopening of the Strait of Hormuz has eased tensions, but the oil crisis remains unresolved. Analysis by Gianclaudio Torlizzi, founder of T-Commodity, taken from his X profile.

Battery startups are receiving strong demand from data centers, where their specialized technologies have become essential for managing the intense power spikes generated by AI.

China uses export restrictions on rare earths to push its companies to reach the higher tiers of the industrial supply chain, putting Japanese rivals in particular in difficulty. The Financial Times report.

The shipbuilding industry is abandoning enthusiasm for green fuels such as ammonia and hydrogen, returning to traditional fossil fuels or focusing on nuclear power, shaking the net zero targets by 2050.

Eni has started work on the construction of a battery gigafactory in Brindisi, within the Versalis plant area. The facility, built in collaboration with Seri Industrial, will be dedicated to storage systems but will not be limited to assembly: the six-legged dog aims to be present throughout the entire supply chain, from lithium extraction to battery commercialization.

The second quarter could be the best since 2022 for Exxon and Chevron, the two largest American oil companies. However, gasoline prices, still high despite the drop in crude oil, could worsen tensions between the White House and the oil industry.

What are the prospects for energy supplies? An analysis by Benjamin Jones, Global Head of Research at Invesco.

Iraq wants OPEC to grant it the possibility to increase oil production; otherwise, it might leave the organization. This would be a severe blow to the cartel led by Saudi Arabia, which recently lost another key member, the United Arab Emirates. Context, details, and figures.

In a year marked by the AI boom, the US is set to surpass China in fossil fuel investments thanks to a surge in orders for gas turbines to power data centers, reversing a decade-long trend.

Canada will build a new pipeline to the west coast to export crude oil to Asia and reduce dependence on the United States, its main market. Prime Minister Mark Carney, at odds with Trump, also has to manage separatist pressures in the oil-producing province of Alberta.

In October, the European Union’s gas reserves will stop at 76%, the lowest level since 2011. The war with Iran has complicated the filling of storage facilities, and uncertainties remain regarding LNG from the Persian Gulf and the detachment from Russia.

What the new system of tariffs and import quotas on steel developed by the European Commission, effective from today, entails.

Between European regulations, new investments, and record bunkering, liquefied natural gas is reshaping maritime logistics. What is happening in Italy?

The war on Iran has caused the second global energy crisis in the last five years. Investments in renewables and electrification are increasing, but the real winner—especially in Asia—is coal. Numbers and details.

“What until recently was considered an exceptional event could increasingly represent a plausible baseline scenario,” warns the Bruegel report. “Climate disasters are inevitable, but the resulting fiscal crises can be avoided.” An in-depth analysis by Oliver Grimm from the European Morning Brief.

The mine inside the fortress. Analysis by Gianclaudio Torlizzi, founder of T-Commodity, taken from his X profile.

The energy supply shock triggers the race for energy security. Analysis by Rick de los Reyes, Head of Commodities, Sector Portfolio Manager, T. Rowe Price.

SpaceX wants to build a pipeline to transport natural gas to the Boca Chica base and use it to produce rocket fuel in-house: Elon Musk insists on vertical integration. All the details.

China is building a second import terminal for liquefied gas from Arctic LNG 2, the large-scale project in Siberia sanctioned by the West. On the other hand, progress on the Power of Siberia 2 pipeline remains limited. Numbers and details.

Energy Time, a company from Molise specializing in renewable energy, says it has strengthened its collaboration with Huawei, a Chinese company that is also very present in the solar panel inverter market. However, the European Commission wants to limit inverters coming from China for security reasons. All the details about the company led by Pulitano.

NatPower and Tesla have reached a 5 billion agreement to build battery storage systems in Italy and the United Kingdom. And the project could expand. All the details.

In retaliation against the Pentagon, China has sanctioned ten American companies linked to the United States armed forces: the list includes drone manufacturers, aerospace component producers, and rare earth extractors. All the details.

SpaceX received the lowest ESG rating ever from the financial services company MSCI. For Elon Musk, sustainability criteria are “a scam” carried out by “fake social justice warriors.” All the details.

For the first time, the United States generated more electricity from solar energy than from coal: yet the Trump administration cut incentives for renewables and renewed support for fossil fuels.

From the Shah to the Ayatollahs, through the JCPOA, sanctions, and the bombings of 2026: the history of Iran’s nuclear program that was supposed to produce electricity and has become one of the main factors of instability in the 21st century. An analysis by Luca Longo.

Stellantis has become a shareholder of Factorial Energy, an American company that develops solid-state batteries, recently listed on the Nasdaq and supported by a fund close to the CIA. All the details.