Energy
两条路同时走：中国能源的煤炭悖论
中国在2026年同时创造了两项世界纪录：非化石能源装机容量首次超过化石能源，与此同时，2025年新增煤电容量达十年最高峰。第十五个五年规划（2026—2030年）已于3月正式通过，北京的目标是成为"能源强国"——但这究竟意味着什么，连规划文本本身也语焉不详。
The Aberdeen Anchor: Why GBE’s Billions Cannot Instantly Solve the North Sea Supply Chain Crisis
排出される炭素の価格：日本経済が挑む「GX排出量取引」始動の全貌
Mwisho wa Ukoloni wa KPLC: Kenya Yavunja Ukiritimba wa Miaka 30 wa Nishati
Kuanzia mwezi wa Mei 2026, soko la nishati nchini Kenya limeingia kwenye zama mpya kabisa za ushindani na uhuru wa kibiashara. Kufuatia kupitishwa kwa kanuni mpya za nishati nchini, serikali imevunja rasmi ukiritimba wa miaka thelathini wa kampuni ya umma ya Kenya Power (KPLC). Chini ya mfumo huu mpya wa 'Open Access', wazalishaji binafsi wa umeme sasa wanaweza kuuza nishati moja kwa moja kwa viwanda na wateja wakubwa bila kupitia KPLC. Haya ni mageuzi makubwa ya kihistoria yanayolenga kushusha gharama za umeme na kuvutia wawekezaji wa nishati safi.
Germany Cut Energy Prices in 2026. Not Everyone Is Feeling It.
Wasting the Sun: A Report Card on India’s Grid Connection Crisis
While India’s solar and wind deployment is accelerating at a breathtaking pace, the transmission infrastructure meant to carry this clean electricity is buckling under the pressure. A damning May/June 2026 analysis by energy think tank Ember reveals that the country wasted a staggering 300 million units of clean power in the first quarter of 2026 alone due to grid bottlenecks. This report card evaluates whether India's state-backed grid planners can catch up with the corporate green rush or if the country's 500-gigawatt climate target will remain stranded in the desert.
The Battery Shield: How Massive Utility-Scale Storage Saved the Texas Grid from Collapse
Brazil's Ocean Could Power the Country Three Times Over. The Permit Hasn't Arrived Yet.
Batteries Are Now Setting Australia's Power Prices More Than Any Other Technology
More than 350,000 Australian households have installed a home battery under the government's subsidy scheme, and new grid data shows batteries charging and discharging now set wholesale electricity prices more often than coal, gas or any other source.
Miliband’s Line in the Sand: A Report Card on the North Sea Drilling Moratorium
Enforcing a strict freeze on new oil and gas licensing rounds in the North Sea, Energy Secretary Ed Miliband has committed the United Kingdom to its most aggressive decarbonisation stance yet. This bold policy has drawn a sharp line between Westminster’s net-zero ambitions and the economic survival of Scotland's industrial heartlands. We evaluate the long-term strategic consequences of this environmental moratorium, balancing the moral victory of climate leadership against the immediate threat of job losses and increased import dependency.