#vista-pacifico-lng

#vista-pacifico-lng

Citi's upgrade reflects a broader geopolitical reality reshaping global energy markets. The Iran war is accelerating the flight of European and Asian buyers toward secure, long-term U.S. LNG supply contracts.

The U.S. Energy Information Administration estimated that, in 2024, over 80% of the crude and LNG that transited Hormuz went to Asian markets. China, India, Japan, and South Korea accounted for nearly 70% of all Hormuz crude flows. Saudi Arabia and the UAE can only send about 2.6 million barrels of crude oil a day through bypass pipelines, not enough to offset the 20 million barrels per day now stuck.

UBS expects the stock's 43% price-to-earnings discount to narrow "meaningfully" with continued risk reduction. PG&E's data center pipeline stands at 3.6 GW in final engineering, up from 1.6 GW in Q3 2025, representing a significant load growth catalyst. Management guided for 2026 non-GAAP core EPS of $1.64 to $1.66, with a $73 billion five-year capital plan requiring no new common equity.

LPG-carrying ships Shivalik and Nanda Devi crossed the strait Saturday, marking a breakthrough in diplomatic talks between Iran and India. Both ships were escorted by the Indian Navy under 'Operation Sankalp,' launched to ensure the safety of Indian vessels in the Gulf. The world 'Sankalp' roughly translates to vow or determination.

TotalEnergies will abandon offshore wind projects deemed too big and expensive without federal subsidies in the U.S., opting instead for onshore wind, solar, and battery storage.

About fifteen kilometres northwest from Kitamaat is Kitimat, the industrial town that the global mining group Alcan (acquired by Rio Tinto in 2007) carved from the rainforest in the 1950s to house workers and support the needs of its aluminum smelter.

TerraPower is one of several companies racing to build smaller, more efficient reactors to augment electrical grids under strain from AI data centers. In a 2024 interview with The Verge, Bill Gates said that he also believes nuclear energy can help solve the climate crisis by using designs that minimize the problem in terms of their safety or fuel use or how they handle waste.

Nobody expects today's high prices to last and we could very likely get back to the low $60 [per barrel] environment we faced just a few weeks ago. Experts say the unique geology of California's fields, and the nature of its heavy crude, make new projects, and efforts to pump more oil out of existing ones, costlier and more energy-intensive than drilling in other parts of the country.

January 2026 showed just how violent this relationship can get: Henry Hub spiked to $30.72/MMBtu on January 23 - a near-tenfold surge - before collapsing to $3.13/MMBtu by February 23. Extreme winter heating demand and supply constraints drove that move - exactly what BOIL is built to capture on the upside, and what devastates holders on the way back down.

A barge-based configuration offers advantages over land-based facilities, according to BDC, including optimization of scarce land resources through offshore or nearshore deployment, vital in a country that is smaller than many cities, including London. This arrangement also offers segregation between hydrogen handling infrastructure and the core datacenter operations, the firm says, plus greater flexibility in hydrogen transport and storage, making use of Singapore's maritime ecosystem.

These aren't optional programs - these are investments approved by bipartisan majorities in Congress, and the President doesn't get to cancel them simply because he disagrees with them," Bonta told reporters Wednesday.

The change, which follows a 5% rate cut that went into effect Jan. 1, comes on the heels of rising tensions between the utility, its customers and Bay Area leaders. Multiple blackouts just before Christmas and New Year's Day left tens of thousands of San Francisco residents without electricity for several days, drawing widespread attention and even prompting some government officials to call for a shift away from PG&E infrastructure.

Fusion power's biggest question remains unanswered: how do you ensure the cost to start the fusion reaction isn't higher than the price at which you can sell the power? Plenty of people have ideas, but no one has cracked it yet. Commonwealth Fusion Systems, for example, is confident enough that it's building a massive reactor that costs several hundred million dollars. But the device won't be turned on until next year, leaving the question unanswered for now.

Startup Lunar Energy is the latest example. The six-year-old company, which builds battery packs for homeowners in California, Georgia, and Washington, said Wednesday it has completed two large funding rounds. The startup shared it raised a previously unannounced $130 million Series C and a $102 million Series D. The Series C was led by Activate Capital, while the Series D was led by B Capital and Prelude Ventures.

Octopus Energy Generation is investing nearly $1bn in Californian clean technology projects, deepening its exposure to the US energy transition and accelerating plans to deploy $2bn across the country by 2030. The funding, channelled through Octopus-managed funds, spans carbon removal, heat battery technology and solar-plus-storage infrastructure, reinforcing the company's strategy of backing next-generation decarbonisation assets in advanced markets. Octopus will support two California-based carbon removal companies focused on grassland restoration and reforestation, converting degraded land into high-quality carbon-absorbing assets.