Net Zero wanted to shut coal down. Net Zero now extends coal.

Australia’s official grid planner has rewritten the script. The Australian Energy Market Operator’s 2026 Integrated System Plan still describes renewables, storage, transmission and gas backup as the “least-cost” path to 2050. The same documents show coal staying until 2049, wind delivery falling well short of earlier ambition, transmission scaled back after cost blowouts of up […]

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Australia’s Asia PowerLink Project is Destined to be the Greatest Energy Failure in History

Australia’s Australia-Asia PowerLink (AAPowerLink), the flagship project of SunCable (now controlled by Mike Cannon-Brookes’ Grok Ventures), is sold as the pathway to making Australia a “Green Energy Superpower.” It promises the world’s largest solar array, the world’s largest battery, and the world’s longest subsea HVDC cable—exporting firmed renewable power from the Northern Territory’s Barkly region […]

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Japan Inks Major LNG Deal as Energy Markets Focus Away from Hormuz

In a significant move to bolster energy security amid escalating geopolitical tensions in the Middle East, Japan’s JERA — the world’s largest buyer of liquefied natural gas (LNG) — has secured a landmark 20-year supply contract with Malaysia’s state-owned Petronas. The deal, announced today following high-level talks between Japanese Prime Minister Sanae Takaichi and Malaysian […]

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Delfin Takes FID on First FLNG

In a major step forward for U.S. floating LNG technology, Delfin Midstream has reached a Final Investment Decision (FID) on its first FLNG project offshore Louisiana. The 4.4 million tonnes per annum (mtpa) facility will become the first floating liquefaction unit in the United States and the world’s largest FLNG vessel. Samsung Heavy Industries secured […]

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The Shale Revolution Hits the Road

The U.S. shale revolution didn’t just transform American energy—it created a blueprint the rest of the world now wants to copy. After two decades of explosive growth that made the United States the world’s top oil and gas producer, the playbook of horizontal drilling, multi-stage fracking, and relentless cost-cutting is crossing borders. Energy security, once […]

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Australia Hits “Critical Energy Implosion”: Geelong Refinery Fire Exposes the Fragility of Net Zero Policies

Australia’s energy security is under unprecedented strain. A major fire at one of the nation’s last two oil refineries has thrust the country’s deepening fuel vulnerability into the spotlight, underscoring how decades of Net Zero-driven policies have transformed a once self-reliant energy powerhouse into a heavily import-dependent nation. On the night of April 15, 2026, […]

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