https://energyreader.io/brief/5625EnergyReaderen2026-07-31T10:46:05.0354576ZUS Morning Demand Note, Friday, July 31, 2026 https://energyreader.io/brief/5624EnergyReaderen2026-07-31T10:45:54.9105958ZBluPine Energy signs three Rajasthan PPAs targeting 150 MW in C&I solar push https://energyreader.io/brief/5621EnergyReaderen2026-07-31T10:41:37.8328925ZOne Hormuz Transit Breaks an 18-Day Freeze, but Analysts Expect the Strait to Close Again https://energyreader.io/brief/5620EnergyReaderen2026-07-31T10:25:17.7737847ZAlps hydro inflows near record low with no relief in sight, analyst warns https://energyreader.io/brief/5618EnergyReaderen2026-07-31T10:14:50.4756823ZPJM's Backstop Auction Addresses the Known Gap While the New-Load Problem Remains Unsolved https://energyreader.io/brief/5617EnergyReaderen2026-07-31T10:06:09.6064060ZIran's Guards Control Half the Oil Washington Wants to Unsanction https://energyreader.io/brief/5616EnergyReaderen2026-07-31T09:57:38.2943007ZPlug-in Solar Framework Caps Grid Exports at 400 Watts to Address Utility Objections https://energyreader.io/brief/5615EnergyReaderen2026-07-31T09:49:46.0222723ZU.S. Refiners at Near-Capacity as Product Markets Diverge from Falling Crude https://energyreader.io/brief/5614EnergyReaderen2026-07-31T09:43:21.5814533ZHyperscaler Capex Burns On as Memory Shortage Adds New Constraint to AI Power Demand Outlook https://energyreader.io/brief/5611EnergyReaderen2026-07-31T09:31:04.1702114ZU.S. Gas-Fired Power Demand Flat This Summer, Set for a 2027 Record as Capital Pours In https://energyreader.io/brief/5608EnergyReaderen2026-07-31T09:21:36.3395102ZIran War Widens US-Europe Energy Inflation Gap as Net Producer Status Insulates American Markets https://energyreader.io/brief/5607EnergyReaderen2026-07-31T09:13:11.2998108ZBrent Crude Recovers to $90 as Hormuz Supply Route Stays Unresolved After Iran Pause https://energyreader.io/brief/5606EnergyReaderen2026-07-31T09:06:46.9416727ZIran's Dual Economy Absorbs Sanctions While August Oil Waiver Expiry Approaches https://energyreader.io/brief/5604EnergyReaderen2026-07-31T08:53:11.3185794ZEWI Says Europe Must More Than Double LNG Imports to Hit November Storage Target https://energyreader.io/brief/5603EnergyReaderen2026-07-31T08:47:48.3166807ZJapan Spends 3.7% of GDP on Energy R&D but Cannot Get Clean Power to the Grid https://energyreader.io/brief/5602EnergyReaderen2026-07-31T08:40:52.7725547ZCrude Benchmarks Head for 20% Monthly Surge as Hormuz Traffic Begins to Recover https://energyreader.io/brief/5601EnergyReaderen2026-07-31T08:40:19.9963369ZJERA Q1 FY2026: LNG Dispatch Drops 9% as Coal Takes Share — Watch JKM Spot https://energyreader.io/brief/5600EnergyReaderen2026-07-31T08:34:17.4787875ZValero Q2 2026: Benicia Gone, California Capacity Shrinking — CARBOB Crack Spread Structurally Tighter https://energyreader.io/brief/5599EnergyReaderen2026-07-31T08:29:55.8312723ZSaudi Arabia Weighs $5 Asia Price Hike as Two-Choke-Point Squeeze Tightens https://energyreader.io/brief/5598EnergyReaderen2026-07-31T08:25:05.2358816ZAsian Buyers Compete With Europe for U.S. Cargoes as Hormuz Blocks Qatari LNG https://energyreader.io/brief/5594EnergyReaderen2026-07-31T08:15:21.8113727ZTerna Reports Italy Data Centre Grid Queue Hits 94 GW as Permitting Reform Advances https://energyreader.io/brief/5592EnergyReaderen2026-07-31T08:03:03.0188814ZJERA Confirms LNG Supply Cover Through October as Petronas Locks In More Japanese Buyers https://energyreader.io/brief/5591EnergyReaderen2026-07-31T07:56:07.8130252ZCentrus Energy Shares Rise 11% Amid Uranium Rally and Record $3.9 Billion Contract Book https://energyreader.io/brief/5590EnergyReaderen2026-07-31T07:49:54.1907047ZUkraine Drones Halt Salavat Petrochemical Complex as Russian Refining Capacity Erodes https://energyreader.io/brief/5588EnergyReaderen2026-07-31T07:39:17.2297090ZKazakhstan's CPC Pipeline Resumes After Week-Long Black Sea Shutdown https://energyreader.io/brief/5586EnergyReaderen2026-07-31T07:32:46.1278187ZCrude's 6% diplomatic selloff runs ahead of actual Hormuz supply restoration https://energyreader.io/brief/5585EnergyReaderen2026-07-31T07:04:05.1050972ZBrent Retreats From July Highs as J.P. Morgan Flags Depleted SPR and Red Sea Pipeline Risk https://energyreader.io/brief/5582EnergyReaderen2026-07-31T06:29:30.8123895ZSaudi Arabia's War-Fuelled Oil Revenue Cuts Q2 Budget Deficit by Three-Quarters https://energyreader.io/brief/5581EnergyReaderen2026-07-31T06:23:24.9753326ZChina's 1.4 Billion-Barrel Buffer Kept Oil Markets From Breaking https://energyreader.io/brief/5579EnergyReaderen2026-07-31T05:33:24.1646720ZBP Completes Second Atlantis Expansion, Lifts Gulf Deepwater Capacity by 10,000 Boed https://energyreader.io/brief/5578EnergyReaderen2026-07-31T05:25:24.4009574ZRecord Renewables Cut Australia's NEM Wholesale Power Prices Nearly in Half https://energyreader.io/brief/5575EnergyReaderen2026-07-31T04:37:30.4269543ZBulgarian Nuclear Lobby Proposes Ukraine PPA to Finance Belene Plant https://energyreader.io/brief/5574EnergyReaderen2026-07-31T04:30:15.7189045ZEgypt's Damietta Drone Strike Puts Oil Traders on the Wrong Side of a Converging Risk https://energyreader.io/brief/5573EnergyReaderen2026-07-31T04:25:01.5571000ZScottish Greens Press Burnham to Reject Rosebank as ICE EUA Dec-Rolling Holds Above €80 https://energyreader.io/brief/5570EnergyReaderen2026-07-31T04:18:28.6991946ZQatar Ships Record 81.5 Mt of LNG in 2025, Displacing Australia at Second Place https://energyreader.io/brief/5568EnergyReaderen2026-07-31T03:51:26.7298124ZSenate Votes 86-12 to Advance Russia Sanctions Bill Giving Trump Sweeping Tariff Powers Over Energy Buyers https://energyreader.io/brief/5566EnergyReaderen2026-07-31T03:34:11.3918243ZHormuz Closure Sends Crop Prices to Three-Year High as Russia and China Move to Fill Fertilizer Gap https://energyreader.io/brief/5565EnergyReaderen2026-07-31T03:25:31.9447889ZMitsui Chases LNG Equity as Russian Pipeline Gas Erodes China's Spot Demand https://energyreader.io/brief/5564EnergyReaderen2026-07-31T03:17:15.8464081ZEDF Says UK Wildfire No Threat to Nuclear Plant, Marking Second Fire Scare in a Week https://energyreader.io/brief/5561EnergyReaderen2026-07-31T02:49:09.5456219ZIranian Missile Intercept Reverses Crude's Ceasefire Selloff as Hormuz Risk Lingers https://energyreader.io/brief/5559EnergyReaderen2026-07-31T02:38:07.4445716ZRomania Approves EUR 150m Battery Scheme That Could Quadruple Installed Storage https://energyreader.io/brief/5556EnergyReaderen2026-07-31T02:14:03.7593810ZS&P Global sees first US crude output drop since 2020 as surplus, weak demand grip market https://energyreader.io/brief/5554EnergyReaderen2026-07-31T01:57:45.2466915ZPhilippine Rooftop Solar Stalls on Financing Gap Despite 93% Consumer Demand https://energyreader.io/brief/5553EnergyReaderen2026-07-31T01:51:12.5722876ZDamietta Drone Strike May Redirect Egypt LNG Cargoes Toward Europe https://energyreader.io/brief/5552EnergyReaderen2026-07-31T01:47:32.7374337ZShell Posts $9.8 Billion Second Quarter as Iran War Drives Oil Prices and Trading https://energyreader.io/brief/5551EnergyReaderen2026-07-31T01:41:32.9648062ZREalloys Pays $20.6 Million for Priority Access to Saskatchewan Rare Earth Processing https://energyreader.io/brief/5549EnergyReaderen2026-07-31T01:27:31.4196357ZSaudi State Shipper Bahri Sets Profit Record as Kingdom's Energy Rankings Slip https://energyreader.io/brief/5547EnergyReaderen2026-07-31T01:19:32.7721584ZBrazil's middle-class energy demand faces a long wait as economic hopes fade https://energyreader.io/brief/5545EnergyReaderen2026-07-31T00:57:46.2834918ZSolar poised to overtake coal by 2032 but AI load growth keeps fossil fuels viable https://energyreader.io/brief/5544EnergyReaderen2026-07-31T00:45:07.2966204ZTokyo Gas Q1 Profit Falls 65% as Crude Costs Outpace Revenue Gains https://energyreader.io/brief/5540EnergyReaderen2026-07-31T00:16:17.7401842ZCrude traders add $19 billion in fresh contracts as Hormuz throughput stays stranded https://energyreader.io/brief/5539EnergyReaderen2026-07-31T00:09:43.5261157ZTrump Threatens Iran Strikes After Proxies Damage Saudi Oil Facilities https://energyreader.io/brief/5536EnergyReaderen2026-07-30T23:59:39.2399658ZChina's July Coal Import Forecast Hits Year High as Shanxi Accident Crimps Domestic Supply https://energyreader.io/brief/5535EnergyReaderen2026-07-30T23:48:25.2414859ZRenewables topped 50% of NEM output in late 2025 as AEMO flags mounting grid stress https://energyreader.io/brief/5532EnergyReaderen2026-07-30T23:28:01.9915964ZSolar Cell Breakthrough Arrives as US Tariffs Push Installation Costs 18% Higher https://energyreader.io/brief/5530EnergyReaderen2026-07-30T23:21:15.1601261ZMarkets Reprice AI Power Risk as Uranium Surges and Gas Supply Chains Draw Scrutiny https://energyreader.io/brief/5519EnergyReaderen2026-07-30T17:59:04.4785683ZNextEra and Brookfield Target $100B Data Center Campus in Kentucky https://energyreader.io/brief/5510EnergyReaderen2026-07-30T12:46:01.7652145ZNatura wins safety approval for liquid-fuel reactor as US fuel-cycle gap persists https://energyreader.io/brief/5500EnergyReaderen2026-07-30T09:58:50.4415704ZJEPX spot market drifts as traders weigh steady activity against supply history https://energyreader.io/brief/5496EnergyReaderen2026-07-30T08:57:06.5511400ZEneos buys Canadian crude as Japan shifts away from Middle East supply https://energyreader.io/brief/5493EnergyReaderen2026-07-30T08:42:04.0191999ZTokyo Gas Q1 Profit Collapse Confirms Weak LNG/Power Retail Margins; Overseas Lifts But Not Enough https://energyreader.io/brief/5490EnergyReaderen2026-07-30T08:08:22.5620896ZExxon’s Baytown ammonia halt leaves Japan’s co-firing plans without a supply anchor https://energyreader.io/brief/5481EnergyReaderen2026-07-30T06:33:24.5627954ZDERMS market forecast at $7.04 billion by 2035 as data centre loads pile pressure on grids https://energyreader.io/brief/5480EnergyReaderen2026-07-30T06:18:03.0883648ZEni Lifts Buyback to $3.87B on Record Output, Southeast Asia Bet https://energyreader.io/brief/5476EnergyReaderen2026-07-30T05:01:31.7079586ZCanada signs second European LNG supply deal as Ksi Lisims nears FID https://energyreader.io/brief/5472EnergyReaderen2026-07-30T04:30:16.6961128ZRhodium sees US emissions dropping to 2030, then hitting an AI-and-oil wall https://energyreader.io/brief/5455EnergyReaderen2026-07-29T23:25:04.2102018ZEnvision, IES Sign Laos Wind Deal as ADB Targets $50 Billion Grid Build https://energyreader.io/brief/5452EnergyReaderen2026-07-29T22:05:35.3172777ZUranium ETFs Sell Off Even as Long-Term Price Hits 18-Year High https://energyreader.io/brief/5450EnergyReaderen2026-07-29T22:02:04.2695694ZWoodside Takes Over Gippsland as Strike Action Shadows Australian LNG Output https://energyreader.io/brief/5448EnergyReaderen2026-07-29T21:42:26.4728663ZAsia Demand Note, Wednesday, 29 July 2026 https://energyreader.io/brief/5446EnergyReaderen2026-07-29T20:43:44.4287026ZSnam Flags Italy at 75% Storage but Warns EU Fill Rate Is Too Slow https://energyreader.io/brief/5445EnergyReaderen2026-07-29T20:40:21.6495070ZBP board fires chairman Manifold, deepening leadership crisis at London-listed major https://energyreader.io/brief/5443EnergyReaderen2026-07-29T20:15:12.9225625ZOil Steadies Near $90 After Sharp Hormuz De-escalation Selloff as Strait Flows Stay Depressed https://energyreader.io/brief/5439EnergyReaderen2026-07-29T19:29:14.3317453ZBrent's Fall From $100 Tests September Rate-Hike Bets Built on Red Sea Attacks https://energyreader.io/brief/5437EnergyReaderen2026-07-29T19:14:12.7660505ZBig batteries sweep Australia grid tender as gas generation fails to compete https://energyreader.io/brief/5436EnergyReaderen2026-07-29T19:09:20.4626765ZGermany's Cabinet Passes Grid and Wind Package as Renewable Lobbies Warn of No-Build Zones https://energyreader.io/brief/5435EnergyReaderen2026-07-29T18:31:57.3404335ZDOE Names Five States as Potential Nuclear Fuel Campus Sites https://energyreader.io/brief/5434EnergyReaderen2026-07-29T18:26:14.0613437ZJapanese Utility Caution Pulls Newcastle Coal Below June Highs Despite Asia LNG Crunch https://energyreader.io/brief/5433EnergyReaderen2026-07-29T18:16:28.7888276ZGerman Power Holds High as Heat Risk and Evening Solar Spikes Sustain Q3 Upside https://energyreader.io/brief/5431EnergyReaderen2026-07-29T18:09:14.4096415ZNordic Data Centre Demand Set to More Than Double by 2030, Norway the Biggest Driver https://energyreader.io/brief/5429EnergyReaderen2026-07-29T17:57:13.1606892ZDOE Export Rules Conflict with Energy Emergency Findings, Public Citizen Says https://energyreader.io/brief/5428EnergyReaderen2026-07-29T17:48:22.4802721ZProgressive wing shrinks to 12% of Democrats as party moderates https://energyreader.io/brief/5427EnergyReaderen2026-07-29T17:44:54.8771282ZU.S. Diesel Futures Up 26% in July as Asian Refinery Squeeze Threatens Further Tightening https://energyreader.io/brief/5426EnergyReaderen2026-07-29T17:40:26.2388019ZEUA Dec Holds at €81 as VIX Spikes and Bearish Signals Dominate https://energyreader.io/brief/5425EnergyReaderen2026-07-29T16:18:50.7839797ZIneos Uses Hormuz Ceasefire Window to Extract Antwerp Cracker Modules https://energyreader.io/brief/5424EnergyReaderen2026-07-29T16:11:30.1806568ZU.S. LNG Export Machine Keeps Henry Hub Anchored Below $3 as Corpus Christi Expands https://energyreader.io/brief/5423EnergyReaderen2026-07-29T15:58:17.3971135ZUS LNG Dominance Has Not Yet Displaced Russian Fertilizer From European Farms https://energyreader.io/brief/5422EnergyReaderen2026-07-29T15:50:27.4788762ZCanada targets India in energy trade push as US manufacturing gap persists https://energyreader.io/brief/5420EnergyReaderen2026-07-29T15:31:26.9609855ZEQT Signs LNG Offtake Deal as Gas Producers Bet on Data Center Demand Wave https://energyreader.io/brief/5418EnergyReaderen2026-07-29T15:16:20.5596965ZUS-Saudi Nuclear Pact Draws Counterproliferation Fire as Westinghouse Order Hinges on Abraham Accords https://energyreader.io/brief/5417EnergyReaderen2026-07-29T15:10:12.6571659ZProgressive Energy backs Bacton offshore hydrogen storage as North Sea space conflicts deepen https://energyreader.io/brief/5416EnergyReaderen2026-07-29T15:04:05.8843491ZUK Gilt Yields Hold Near Two-Decade Highs as Oil Retreats From $100 https://energyreader.io/brief/5413EnergyReaderen2026-07-29T14:54:37.2865433ZMiddle East Pipeline Bypasses Narrow Russia's Hormuz Windfall https://energyreader.io/brief/5412EnergyReaderen2026-07-29T14:41:14.2859385ZUranium Equities Drop as Nuclear Build Targets Run Into Cost History https://energyreader.io/brief/5408EnergyReaderen2026-07-29T14:10:39.8790249ZBrent Claws Back from June's $72 Crash but Remains Below Pre-Conflict Levels