Energy 17 March 2026 - 23 March 2026

EOSE Stock Climbs Before Crucial Share Vote as Eos Energy Bulls Eye Grid-Storage Funding
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EOSE Stock Climbs Before Crucial Share Vote as Eos Energy Bulls Eye Grid-Storage Funding

Eos Energy Enterprises shares rose on Tuesday, last quoted at $9.42, up 43 cents, or about 4.8%, after the zinc-battery storage company traded between $8.755 and $9.685 during the session. Volume reached about 26.4 million shares. The move came one day before Eos’ virtual annual meeting, set for Wednesday at 10 a.m. EDT, where investors will have a fresh chance to weigh the company’s financing path.
June 3, 2026
AI Simulations Are Reshaping Renewable Power Output — and Energy Stocks Are Taking Notice
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AI Simulations Are Reshaping Renewable Power Output — and Energy Stocks Are Taking Notice

HOUSTON, March 23, 2026, 12:51 PM CDT AI simulation made another leap into the energy sector Monday, as Hitachi Energy rolled out its HMAX Energy software-and-services platform targeting utilities, renewables, and data centers. Nvidia and Emerald AI, meanwhile, announced collaboration with AES, Constellation, Invenergy, NextEra Energy, Nscale Energy & Power, and Vistra on building out large-scale AI data centers intended to plug in more quickly and adapt to the grid in real time. Emerald AI CEO Varun Sivaram argued the new facilities shouldn’t act as “passive loads or permanent islands.”
March 23, 2026
Fusion Energy Startups Go Public as AI Boom Accelerates Investment in Clean Power Stocks
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Fusion Energy Startups Go Public as AI Boom Accelerates Investment in Clean Power Stocks

Fusion energy startups are heading to public markets, lured by surging AI-driven power needs and new funding flows for always-on clean energy. General Fusion struck a blank-check merger deal to go public, while TAE Technologies is eyeing a tie-up valued at over $6 billion with Trump Media & Technology Group. Fusion’s pitch: generate electricity by fusing light atoms, replicating the sun’s energy source. Why does the shift matter? Data centers are redrawing America’s power landscape. By 2030, these facilities could consume as much as 9% of all U.S. electricity. Both North American solar and wind contract prices climbed 9% in the fourth quarter of 2025—hyperscale companies scrambled to secure supply. “Hyperscalers are increasingly partnering with developers,” said Caroline Mead, a
March 23, 2026
AI Data Center Power Crisis Deepens After Google Warns U.S. Grid Can’t Keep Up
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AI Data Center Power Crisis Deepens After Google Warns U.S. Grid Can’t Keep Up

Google sounded the alarm Monday over what it sees as lagging U.S. electricity development, flagging power as an obstacle on par with semiconductors for the next generation of AI data centers. “We are concerned that we are not full throttle on energy,” said Alphabet and Google President Ruth Porat, speaking at CERAWeek in Houston. The squeeze is real now: big cloud players are scaling up computing muscle much faster than utilities can put up new grids and substations. U.S. Energy Information Administration data shows power demand has climbed 1.7% annually since 2020, after a long stretch of barely any change, thanks mostly to sprawling computing hubs. Looking ahead, the agency sees load picking up 1.9% in 2026, then 2.5% in
March 23, 2026
AI Boom Forces Urgent Energy Expansion as Google Warns of U.S. Power Crunch, Power Stocks Gain
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AI Boom Forces Urgent Energy Expansion as Google Warns of U.S. Power Crunch, Power Stocks Gain

Google on Monday sounded the alarm: the U.S. isn’t adding electricity supply fast enough to keep up with artificial intelligence’s rapid growth, a constraint that’s already limiting where new data centers go. “We are not moving full throttle on energy,” said Ruth Porat, who serves as president and chief investment officer at both Alphabet and Google, speaking at the CERAWeek conference in Houston. Power is fast turning into a bottleneck. The U.S. Energy Information Administration projects electricity load growth of 1.9% in 2026, then 2.5% for 2027—coming off a new national demand record set in 2025. Texas’s ERCOT market leads the pack, along with the PJM grid spanning the Mid-Atlantic and Midwest. Some of the largest AI campuses now gulp
March 23, 2026
CERAWeek 2026: Google, Nvidia and Energy CEOs Tackle AI Power Demand as Constellation, Vistra, NextEra Stocks Rise
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CERAWeek 2026: Google, Nvidia and Energy CEOs Tackle AI Power Demand as Constellation, Vistra, NextEra Stocks Rise

AI’s hunger for electricity grabbed center stage at CERAWeek on Monday, as global energy and tech leaders zeroed in on surging power needs. Google’s Ruth Porat said the U.S. wasn’t “full throttle on energy,” setting a blunt tone. Nvidia, meanwhile, announced new partnerships with AES, Constellation, Invenergy, NextEra Energy, Nscale Energy & Power, and Vistra, targeting AI data centers that can adjust to the grid’s swings. The clock’s ticking on this one. S&P Global is billing this year’s conference as a magnet for tech heavyweights in Houston, zeroing in on how data-center expansion is shaking up energy markets. Among the highlights: a main session dubbed “Powering the AI Revolution,” plus a panel on reliability and affordability with Porat, John Ketchum,
March 23, 2026
Global Push to Revive Clean Energy Incentives Gains Momentum as EU Backs Wind, Hydrogen Amid Oil Shock
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Global Push to Revive Clean Energy Incentives Gains Momentum as EU Backs Wind, Hydrogen Amid Oil Shock

The European Commission signed off Monday on new state support for Danish offshore wind and French hydrogen projects, channeling more money into the EU’s renewables push. Brussels is also considering wider tax relief and looser rules on public aid in a bid to protect both consumers and manufacturers from another surge in energy prices. It’s hard to miss the timing. The U.N. weather agency confirmed this was the planet’s hottest 11-year period—2015 through 2025—on record. After tumbling 10% Monday, Brent crude still hovered near $101 a barrel. IEA chief Fatih Birol didn’t mince words, saying the Middle East crisis is “worse than the two oil shocks of the 1970s put together.” The EU, which relies on imports for over 90%
March 23, 2026
AI’s Energy Appetite Puts Data Center Power Demand, Utility Stocks in Focus
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AI’s Energy Appetite Puts Data Center Power Demand, Utility Stocks in Focus

Nvidia and newcomer Emerald AI announced Monday at CERAWeek in Houston they're teaming up with AES, Constellation, Invenergy, NextEra Energy, Nscale Energy & Power, and Vistra on what they’re calling “flexible” AI data centers. The idea: these centers can cut back or reschedule their power draw when the grid gets tight—helping speed up new connections as electricity demand, not just chips, becomes the bottleneck for the sector. The timing isn’t complicated. Just last week, Google broadened deals enabling utilities to trim as much as 1 gigawatt from its data center load when the grid is under pressure. Then, two days ago, SoftBank and AEP rolled out plans for a 10-gigawatt campus in Ohio, supported by 9.2 GW of new gas-fired
March 23, 2026
Santos Share Price in Focus After Australia Flags Windfall Gas Tax as Oil Jumps
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Santos Share Price in Focus After Australia Flags Windfall Gas Tax as Oil Jumps

Santos drew attention heading into the new week, finishing down 0.5% at A$7.98 on Friday, March 20. Investors are digesting news that Prime Minister Anthony Albanese has reportedly instructed Treasury to look at a tax targeting windfall gas profits, right as energy prices are on the move again. The timing is key here. Santos is plugged into Australia’s LNG export network, so any attempt to grab a bigger slice of the action would hit just as export values are surging—thanks to the Middle East conflict and the Strait of Hormuz shutdown. LNG exports out of Australia pulled in A$65 billion last year, according to Reuters. Since the U.S. and Israel struck Iran in February, Asia spot LNG prices have shot
March 22, 2026
Woodside Energy Stock Price in Focus as Oil Hits Highest Since 2022 and Australia Eyes Gas Tax
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Woodside Energy Stock Price in Focus as Oil Hits Highest Since 2022 and Australia Eyes Gas Tax

Woodside Energy Group is likely to draw attention in Monday's Australian session, with Brent crude having ended Friday at levels last seen in July 2022. Reports say Canberra is looking into a possible tax targeting gas windfall profits. Shares of Woodside last settled at A$34.04, up 1.0% on the day and showing a 9.7% gain over the past five sessions. Why does it matter? Woodside finds itself at the intersection of surging oil and LNG prices and growing calls from lawmakers to extract more from exporters before Australia’s May budget. Asia spot LNG has jumped—Reuters notes prices have doubled to three-year highs since the U.S.-Israeli war on Iran kicked off. Last year, Australia exported A$65 billion worth of LNG. On
March 22, 2026
National Grid Stock Price Falls 3% as UK Yields Top 5%, Energy Shock Hits Utilities
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National Grid Stock Price Falls 3% as UK Yields Top 5%, Energy Shock Hits Utilities

National Grid shares in London dropped to 1,233 pence by Friday’s close, slipping 3.1% and notching a third day of losses as traders dumped utilities facing higher borrowing costs. The FTSE 100 also shed 1.4% on the day — that’s three weeks down in a row for London’s benchmark. This shift stands out, undercutting what had seemed a sturdier narrative from the company just weeks earlier. Back on March 2, National Grid projected adjusted earnings per share growth of 13% to 15% by 2027 as the new UK regulatory cycle kicks off. Still, by Friday’s close, the shares had dropped roughly 13.7% from the 1,428.5p peak reached on that same day.
March 21, 2026
BP Stock Price Slips After 52-Week High as Refinery Sale Lifts Cost-Cut Goal
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BP Stock Price Slips After 52-Week High as Refinery Sale Lifts Cost-Cut Goal

BP shares in London slipped 3.58% to finish Friday at 562.3 pence, pulling back from Thursday’s 52-week high of 583.6 pence. The company had announced the sale of its Gelsenkirchen refinery in Germany and a bigger cost-cutting target just a day earlier. The stock’s retreat tracked accelerating losses across UK equities as war-driven inflation worries intensified. BP’s decision stands out: it’s still working to regain investor confidence after it shelved quarterly share buybacks in February to focus on paying down debt—a move that knocked its shares down 7% that day. Shell and Exxon stuck with their buybacks. BP, though, is asking investors for patience as it targets asset sales and lower debt to underpin returns, with Meg O'Neill set to
March 21, 2026
BP PLC Stock Price Today: Shares Slip After 52-Week High as Refinery Sale Raises Cost-Cut Goal
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BP PLC Stock Price Today: Shares Slip After 52-Week High as Refinery Sale Raises Cost-Cut Goal

BP slipped around 3% to 565.8 pence in late London trading on Friday, retreating from a recent 52-week high. The pullback came as investors digested news of the oil giant's German refinery divestment, set against a weaker broader London market. It’s a notable step for BP, which is working to streamline its assets and strengthen the balance sheet ahead of Meg O'Neill’s arrival as CEO in April. With the Gelsenkirchen deal, BP has now logged more than $11 billion in announced or closed asset sales out of its $20 billion goal for 2027—and the company’s recurring cost-cutting target climbs to a range of $6.5 billion to $7.5 billion.
March 20, 2026
Santos Share Price Climbs 3% to A$8.02 as Oil, LNG Surge Lifts ASX Energy Stocks
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Santos Share Price Climbs 3% to A$8.02 as Oil, LNG Surge Lifts ASX Energy Stocks

Santos Ltd climbed 3.2% on Thursday, finishing at A$8.02 after reaching an intraday high of A$8.06—right at the upper end of its 52-week range. A renewed oil and gas jolt steered investors toward Australian energy stocks. This played out as the S&P/ASX 200 dropped 1.7% to hit its lowest in four months. This surge is significant for Santos, a seller of both crude and LNG—liquefied natural gas cooled for export. Brent crude touched $119.13, later closing at $108.65 on Thursday. European gas prices, meanwhile, soared up to 35% following strikes on Gulf energy infrastructure.
March 19, 2026
Woodside Energy share price jumps 7% as oil shock and CEO reset lift WDS stock
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Woodside Energy share price jumps 7% as oil shock and CEO reset lift WDS stock

Woodside Energy finished Thursday up 7.2% at A$33.70, with traders snapping up energy names after oil and gas prices jumped. Investors also responded to the company’s new CEO zeroing in on its LNG project lineup. The timing’s crucial: Woodside faces a packed agenda this year. Westcott, who just got the nod as CEO, needs to push Scarborough to first cargo, offload 20% of Louisiana LNG, move Trion forward in the Gulf of Mexico, and lock down both terms and sign-offs for Browse—all while bracing for lower output in 2026.
March 19, 2026
Shell Plc Stock Price Today: Shares Slip as Qatar Pearl Outage Cools Oil-Fueled Rally
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Shell Plc Stock Price Today: Shares Slip as Qatar Pearl Outage Cools Oil-Fueled Rally

Shell Plc dropped 1.1% to 3,423.5 pence in London trading Thursday, pulling back from a fresh 52-week high at 3,489 pence, after news that its Pearl gas-to-liquids facility in Qatar has shut down. The company cited Iranian strikes on Ras Laffan Industrial City as the reason for halting production to evaluate potential damage. Investors are caught between two opposing pressures here. On one side, a rise in crude and gas prices tends to boost earnings for integrated oil giants. But Shell faces a unique risk: it owns Pearl outright, and that asset was directly affected during the most recent flare-up.
March 19, 2026
BP Stock Price Rises on German Refinery Sale, Bigger Cost-Cut Goal and Oil Spike
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BP Stock Price Rises on German Refinery Sale, Bigger Cost-Cut Goal and Oil Spike

BP shares gained Thursday, climbing 2.4% to roughly 569 pence by midday in London. The oil major has struck a deal to offload its Gelsenkirchen refinery in Germany to Klesch Group and has also raised its cost-cutting target for 2027. Timing’s key here. BP’s shares are picking up a boost unique to the company, just as crude spikes—Brent shot past $119 a barrel, then cooled off to $113.40 by 1237 GMT. London’s oil and gas sector smashed a record high, though the FTSE 100 still slipped 1.9% amid wider market jitters.
March 19, 2026
Woodside Energy Share Price Near Flat as New CEO Liz Westcott Flags Louisiana LNG Priority
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Woodside Energy Share Price Near Flat as New CEO Liz Westcott Flags Louisiana LNG Priority

Woodside Energy barely budged in Sydney, ending Wednesday’s session up 0.06%, after new CEO Liz Westcott singled out the $17.5 billion Louisiana LNG project as a top focus. Over in the U.S., Woodside’s ADRs were quoted at $22.85, up about 1%. The muted response at home signals investors are looking for concrete progress, not just a change at the top. The stakes are higher for Westcott now, with a weaker 2026 production forecast and plenty of competing projects on the table. Woodside is looking to offload a 20% slice of its Louisiana LNG venture — that's liquefied natural gas, cooled down for export — even as it pushes Scarborough toward first cargo this year, eyes a 2028 launch for Trion,
March 19, 2026
Shell Plc Stock Hits Fresh 52-Week High as Oil Stays Above $100 and Buybacks Roll On
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Shell Plc Stock Hits Fresh 52-Week High as Oil Stays Above $100 and Buybacks Roll On

Shell Plc’s shares in London finished Tuesday at £34.74, up 1.73% and notching another 52-week high. That beat out the FTSE 100’s 0.83% rise. Volume ran below the usual pace, but the stock still managed to push into record territory. This shift is drawing attention as investors pile back into energy stocks, one of the few sectors solidly benefiting from the recent oil surge. In March alone, energy-sector funds have already attracted $2.1 billion, pacing toward their largest monthly haul in a dozen years. “The boom in energy stocks started as a value play and evolved into a geopolitical risk trade,” said David Russell, global head of market strategy at TradeStation Group. Grant Meyer at TruMix Advisors chimed in, pointing
March 18, 2026
BP Stock Price Near 52-Week High as Brent Stays Above $100, Whiting Lockout Adds Risk
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BP Stock Price Near 52-Week High as Brent Stays Above $100, Whiting Lockout Adds Risk

BP PLC shares slipped up to 554.3 pence in London on Wednesday, adding roughly 0.4% for the session and hovering near their 52-week peak. Brent crude has managed to stay above $100 a barrel for the fourth session running, with oil prices still swinging on anxiety over persistent supply risks in the Middle East. The timing is straightforward. Investors are weighing BP as both a winner from stronger oil prices and as a firm with notable risk tied to the Middle East—the very region behind the recent turmoil. According to Reuters calculations, roughly 22% of BP’s oil and gas production for 2025 is linked to the Middle East, including Egypt. That's compared to about 11% for Shell, and 34% for
March 18, 2026
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