⚡ Energy Industry Briefing

Coverage period: 2026-08-05 to 2026-08-12 (last 7 days) Published: 2026-08-12 · 09:00 ET

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1. Executive Summary

• Five biggest energy stories worldwide

  • The IEA slashed its 2026 supply forecast to a 4.3-million-bpd decline and sees a 1.8-million-bpd global deficit this quarter as the Strait of Hormuz standoff persists; Brent topped $89.
  • Tanker tracking data contradicts US claims that Hormuz oil flows have normalized — Monday traffic fell to just six vessels, the lowest on record for the crisis.
  • China's Envision Group brought the world's largest battery storage complex — 12.8 GWh in Inner Mongolia — under AI management, a milestone for grid-scale storage.
  • Russia began importing gasoline from India for the first time in the crisis, a striking reversal for a major fuel exporter with a sanctions-stricken refining sector.
  • Rystad Energy estimates China's coal-to-gas industry will roughly triple by 2030, making it the world's only large-scale synthetic-gas buildout.

• Three biggest US energy stories

  • Texas Gov. Greg Abbott's interconnection audit could delay 49.8 GW of data-center load — nearly 20% of the US pipeline — and cost projects up to $15 billion, per BloombergNEF.
  • The administration imposed sweeping Section 232 tariffs on imported polysilicon and related solar products, while the FCC banned foreign-made connected inverters — a one-two punch reshaping US solar supply.
  • Tesla started Megapack 3 production in Texas and filed plans for a $10.1 billion "Project Crystal Sun" solar cell factory, its largest US manufacturing investment on paper.

• Biggest market-moving events

  • Brent crude rose 0.64% to $89.60 and WTI gained 0.94% to $83.90 as US and Iranian claims over Hormuz diverged.
  • The IEA now sees 2026 supply at 102.02 million bpd, its lowest forecast yet, and a 1.27-million-bpd annual supply-demand shortfall.
  • API data showed a surprise 9.07-million-barrel US crude inventory build versus expectations of a 500,000-barrel draw.
  • Power-equipment demand boomed: Siemens Energy's gas-turbine backlog neared 70 GW, and Caterpillar's power-generation retail sales rose 72% year over year.

• Biggest technology breakthroughs

  • Oklo's Groves test reactor reached criticality on Aug. 5 — the fifth DOE Reactor Pilot Program reactor to do so and the first on private land.
  • Fuse Energy Technologies reported a record fusion neutron yield of 1.27×10¹² in a single shot, the highest claimed by any commercial fusion company.
  • Tesla began Megapack 3 production with ~28% more energy per unit; CATL's electric-aviation battery passed a two-cell thermal-propagation safety test.
  • The first sodium-ion battery-powered haul trucks went to work at a Chinese mine.

• Biggest policy developments

  • New US Section 232 tariffs on imported polysilicon and silicon-based solar products.
  • FCC added foreign-made connected power inverters to its "Covered List," blocking new import authorizations.
  • Texas' Aug. 3 pause on new data-center grid connections, pending a comprehensive ERCOT audit, with more operators — Skybox, Mara, Digital Realty — now publicly committing to state standards.
  • South Korea approved national caps on local renewable setback distances to unlock more solar and wind sites.
  • A federal judge ordered the Pentagon to resume routine military evaluations of onshore wind farms, ending a de facto blockade (for now).

What Matters Most. The Strait of Hormuz standoff is now the defining variable across global energy markets. The IEA's steep downgrade — a 4.3-million-bpd supply plunge this year and a 1.8-million-bpd quarterly deficit — plus ship-tracking data showing traffic at six to eight vessels a day (versus a 10-day average of 12, on a waterway that moved ~20 million bpd before the war) means the market is pricing a prolonged loss of Middle East supply, not a quick resolution. Every other theme this week — record US battery deployment, China's storage and coal-to-gas hedges, Europe's grid-stress warnings, Texas' data-center reckoning — is, in part, a response to the same forces: energy security, supply diversification, and the cost of keeping power systems reliable under stress.

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2. Top Global Energy Stories

Strait of Hormuz Standoff Deepens: IEA Cuts Supply Outlook, Brent Tops $89

• Source: OilPrice.com · IEA deficit forecast · Brent tops $89 · Tanker data vs. US claims · Traffic sinks to six vessels · Weekly traffic low
• What happened: The IEA slashed its 2026 global supply forecast, now projecting output to plunge 4.3 million bpd this year — worse than the 3.7-million-bpd decline it projected last month — leaving supply at 102.02 million bpd, its lowest 2026 forecast yet, and an annual shortfall of 1.27 million bpd. Brent rose above $89 in early European trade Wednesday, with WTI near $83.90, as Washington and Tehran offered contrasting claims over who controls the Strait of Hormuz. US Energy Secretary Chris Wright asserted flows have normalized, with Sunday traffic above pre-conflict averages, but Kpler ship-tracking data cited by Reuters shows Monday traffic fell to just six commodity vessels and Tuesday to eight — well below the 10-day average of 12, on a waterway that moved some 20 million barrels per day before the war. Iran said Tuesday the strait will remain closed unless its conditions are met.
• Why it matters:
  • The gap between official US messaging and independent shipping data is itself a market risk: traders cannot confidently price a chokepoint whose status is disputed.
  • A 1.8-million-bpd quarterly deficit is large enough to draw down global inventories rapidly if flows do not recover.
  • The IEA's downgrade cascades into every downstream forecast — refining, product supply, and consumer prices, which US officials have warned will keep rising.
• Who benefits / who loses: Non-Middle East producers (US, Brazil, Guyana, West Africa) and alternative exporters gain pricing power; import-dependent Asian buyers, downstream consumers, and Iran's economy lose the most. Tanker owners capturing war-risk premiums also benefit.
• What to watch next: Daily Kpler transit counts, any US-Iran negotiation signals, the next IEA/OPEC monthly reports, and whether the US taps strategic reserves or accelerates SPR refill policy.
• Long-term implications: Analysis: Even after this crisis resolves, the episode demonstrates how quickly a single chokepoint can reprice the entire global barrel, reinforcing strategic bets on non-Gulf supply, strategic stockpiles, and alternatives such as China's Arctic shipping route and coal-to-gas hedging.

China Activates World's Largest 12.8 GWh Battery Storage Cluster Under AI Management

• Source: CleanTechnica · World's largest 12.8 GWh battery storage cluster
• What happened: Envision Group completed the final integration stage of an AI management system into a 12.8-GWh battery storage network in northern China that came online in February. The system's flagship 4-GWh plant is the largest single facility in the network, and Envision sources suggest the flagship plant could be expanded further. The AI layer manages charging, discharging, and grid services across the distributed cluster.
• Why it matters:
  • At 12.8 GWh, the cluster is an order of magnitude larger than most national storage programs and demonstrates China's manufacturing-scale advantage in batteries.
  • AI-managed operation addresses the hardest operational question for storage: coordinating hundreds of units to deliver grid services profitably.
  • It sets a benchmark for US and European storage operators racing to deploy capacity — the EIA separately reported US storage grew 70% annually to ~52 GW.
• Who benefits / who loses: Envision and Chinese battery suppliers benefit; grid operators gain a template for renewable-heavy system balancing. Analysis: Western storage developers face a competitive reference point on cost and scale.
• What to watch next: Whether Envision expands the flagship plant as hinted, and how the AI dispatch performs during winter peak demand.
• Long-term implications: Storage clusters of this size, paired with AI dispatch, point to batteries becoming systematic grid infrastructure in China rather than marginal assets — a model other grids will be measured against.

UK Warns of Tighter Power Margins During Solar Eclipse as Heatwave Bites

• Source: OilPrice.com · UK warns of tighter power margins during eclipse
• What happened: The National Energy System Operator (NESO) issued a market notice warning of a potential power supply margin shortfall during Wednesday's solar eclipse, which will block sunlight between 6 p.m. and 8 p.m. local time — just as a heatwave sweeping Britain and Europe pushes demand higher. NESO stressed there is no risk to customer supplies, but the notice encourages generators and market participants to take actions to increase system margins.
• Why it matters:
  • The evening eclipse window coincides with the solar generation drop-off and peak demand, compressing net load exactly when flexibility is most needed.
  • It is a live stress test for a grid with rising solar penetration and tightening conventional capacity margins.
• Who benefits / who loses: Gas peakers and battery operators capture higher balancing prices; solar generators lose output during the event, and heat-stressed consumers face elevated wholesale costs.
• What to watch next: Actual reserve margins Wednesday evening, and whether NESO needs to activate emergency balancing tools.
• Long-term implications: The episode underscores the growing need for storage, demand response, and dispatchable backup as solar's share of European generation rises — a theme echoed in this week's UK/Europe heatwave coverage.

Russia Imports Indian Gasoline as Sanctions-Driven Refinery Crisis Deepens

• Source: OilPrice.com · Russia imports Indian fuel
• What happened: Russia has begun importing fuels from India, according to Bloomberg, with Kpler data showing a cargo of 42,000 tons of gasoline from Nayara Energy's Vadinar refinery arriving in Russia earlier this month. The cargo was loaded in mid-June; Vadinar is partly owned by Rosneft, which supplies the crude processed there. Those shipments were disrupted last November after the US sanctioned Russia's largest oil exporter.
• Why it matters:
  • Russia is traditionally a major refined-product exporter; importing gasoline from a Rosneft-linked Indian refinery is a striking sign of distress in its domestic refining system.
  • The November sanctions on Rosneft appear to be biting across the value chain, forcing reverse flows through third countries.
• Who benefits / who loses: Indian refiners with Russian-crude linkages gain a new outlet; Russian consumers and the state budget lose as fuel availability tightens. Sanctions enforcers see evidence the measures are working.
• What to watch next: Frequency and size of follow-on cargoes, and whether Ukraine's drone campaign against Russian refineries expands further.
• Long-term implications: Analysis: The episode illustrates how sanctions plus wartime infrastructure damage can invert a major exporter's trade flows — a structural shift that will keep Russian product markets volatile and redirect global gasoline trade.

China's Coal-to-Gas Industry Set to Triple by 2030, Rystad Says

• Source: OilPrice.com · China's coal-to-gas industry set to triple by 2030
• What happened: China is building the world's only large-scale coal-to-gas (CTG) industry, and Rystad Energy estimates capacity is on track to roughly triple by 2030. Beijing's 15th Five-Year Plan (2026–2030) strengthens CTG's role in the domestic supply architecture, signaling a move from consideration to active execution. No other country has developed synthetic gas from coal at meaningful scale.
• Why it matters:
  • CTG is a strategic buffer against imported LNG supply shocks, directly responsive to the kind of chokepoint risk now materializing at Hormuz.
  • A tripling of capacity could meaningfully reduce China's LNG import growth — a bearish factor for global gas balances, especially US and Gulf exporters.
• Who benefits / who loses: Chinese coal producers and gas utilities benefit; LNG exporters (Australia, Qatar, the US, Russia) face a slower-growing marginal buyer.
• What to watch next: Project-by-project FIDs under the Five-Year Plan, and whether CTG displaces LNG in the power and city-gas sectors.
• Long-term implications: China is deliberately trading higher carbon intensity for energy sovereignty — a reminder that energy-security considerations can override emissions priorities in the world's largest energy market.

Alaska LNG Megaproject in Talks With More Buyers Ahead of FID

• Source: OilPrice.com · Alaska LNG in talks with more buyers
• What happened: Two years after struggling to secure financing — burdened by Arctic construction costs, logistical complexity, and massive upfront property tax liabilities — the $55 billion Alaska LNG megaproject has improved its outlook considerably. The proposed 800-mile pipeline and LNG export project has gained strong backing from the Trump administration, with President Trump pressing Japan and South Korea (and other buyers) to commit. The project is now in talks with more potential offtakers ahead of a final investment decision.
• Why it matters:
  • At $55 billion, Alaska LNG would be one of the largest energy infrastructure projects ever built in North America.
  • Asian buyer commitments are the critical missing piece; Japan and South Korea are pivotal given their need to diversify away from Middle East supplies.
• Who benefits / who loses: Alaska, US engineering and construction firms, and US LNG exporters benefit; competing LNG projects in Canada, Mexico, and the Lower 48 face another rival for Asian contracts.
• What to watch next: Binding offtake agreements, state and federal tax treatment, and FID timing.
• Long-term implications: Analysis: The project's revival shows how the Hormuz crisis is accelerating long-cycle diversification investments — if it reaches FID, it locks in a new North Pacific supply route for decades.

Drone Attack Hits Power Plant at Libya's Zawiya Oil Hub

• Source: OilPrice.com · Drone attack at Zawiya
• What happened: A drone struck a power station at the Zawiya oil export terminal in Libya, the latest in a series of attacks on one of the country's main oil hubs. The power plant sits in close proximity to Libya's largest oil refinery. The attack follows earlier strikes that caused an explosion at an oil storage tank holding 4.5 million liters, according to the facility's operator. No group has claimed responsibility.
• Why it matters:
  • Zawiya is a critical export and refining node; repeated attacks threaten both crude exports and domestic product supply.
  • Libyan supply disruptions add a second — if smaller — supply-side risk atop the Hormuz standoff in an already tight global balance.
• Who benefits / who loses: Oil traders benefit from the added volatility premium; Libya's NOC, the national budget, and Mediterranean crude buyers lose.
• What to watch next: Export status at Zawiya, whether attacks spread to other Libyan facilities, and any claim of responsibility that escalates the conflict.
• Long-term implications: Libya's chronic instability keeps a recurring risk premium embedded in Mediterranean and global crude — and underscores how fragmented states remain a structural supply vulnerability.

US Advanced Nuclear and Fusion Milestones: Oklo Criticality, Deep Fission Approval, Fuse Record

• Source: POWER Magazine · Oklo criticality · Deep Fission safety design · Curio-NuScale-Framatome MOU · Fuse fusion neutron yield · Canary Media · Oklo splits first atoms
• What happened: Oklo's Groves Isotope Test Reactor in Lockhart, Texas reached criticality at 9:19 p.m. ET on Aug. 5 — the fifth reactor to achieve criticality under the DOE's Reactor Pilot Program and the first to do so on private land. Separately, the DOE signed off on Deep Fission's Nuclear Safety Design Agreement for its underground "Gravity Nuclear Reactor," a major regulatory milestone under the Reactor Pilot Program. Curio, NuScale, and Framatome signed an MOU to evaluate fuel technologies for advanced reactors, and Fuse Energy Technologies reported a record 1.27×10¹² fusion neutron yield in a single shot.
• Why it matters:
  • Oklo's private-land criticality is a significant step toward demonstrating SMR deployment outside federal reservation sites, where commercial reactors would operate.
  • The cluster of milestones — criticality, safety-design approval, fuel-supply collaboration, and a fusion record — shows sustained US momentum across the advanced nuclear and fusion spectrum even amid policy turbulence.
• Who benefits / who loses: Oklo, Deep Fission, NuScale, Curio, and Fuse gain credibility with investors and customers; incumbent large-reactor builders face a growing field of competitor technologies. Analysis: Utilities and data-center developers seeking firm power gain more options.
• What to watch next: Oklo's path from test criticality to a commercial Aurora plant, Deep Fission's next DOE gate, and whether Fuse's neutron-yield result is replicated and peer-validated.
• Long-term implications: The sector is moving from PowerPoint to hardware — criticality, safety agreements, and fuel partnerships are the kind of concrete milestones that determine whether SMRs and fusion actually enter the commercial power mix in the 2030s.

Europe's Largest Battery Comes Online in Scotland

• Source: pv magazine · Europe's largest battery online in Scotland
• What happened: Coalburn 1, developed by Copenhagen Infrastructure Partners (CIP), entered commercial operation as Europe's largest battery energy storage system. It is the first of three UK transmission-connected BESS projects by CIP to begin operations, with the others expected to follow.
• Why it matters:
  • Transmission-connected batteries provide grid-scale services — frequency response, reserve, and constraint management — that distribution-connected systems cannot.
  • The milestone signals Europe's storage pipeline is scaling from pilot to infrastructure.
• Who benefits / who loses: CIP and its investors benefit; UK consumers gain from lower balancing costs; gas peakers face additional competition in ancillary markets.
• What to watch next: Commissioning dates for Coalburn 2 and 3, and CIP's next European deployment decisions.
• Long-term implications: Analysis: Large transmission-connected batteries are becoming Europe's default answer to solar-and-wind variability — a structural shift in how grid flexibility is procured, with implications for gas plant economics.

Texas Data-Center Pause Could Delay 49.8 GW; PJM Grapples With 3 GW Trip

• Source: POWER Magazine · BNEF on Texas audit · Operators commit to standards · PJM 3 GW postmortem · Canary Media · PJM data-center plan · Utility Dive · PPL-Blackstone 5 GW turbines
• What happened: Texas Gov. Greg Abbott's Aug. 3 order pausing all new data-center connections to the ERCOT grid pending a comprehensive audit could delay 49.8 GW of data-center load — nearly 20% of the US development pipeline — and cost projects up to $15 billion, according to BloombergNEF. More operators (Skybox Datacenters, Mara, Digital Realty) publicly committed to Abbott's standards, joining QTS and Blackstone. Meanwhile, in PJM, more than 3 GW of data-center load tripped off the system on July 22 after a single transmission fault — the same failure mode NERC investigated in 2024; PJM's new plan leans on states and utilities to force data centers to secure capacity, and the PPL-Blackstone joint venture secured 5 GW of gas turbines in Pennsylvania.
• Why it matters:
  • The Texas pause reprices the single hottest segment of US power demand: hyperscale data centers now face queue delays and billion-dollar carrying costs.
  • PJM's 3 GW trip shows data centers can destabilize grids at scale — customer-side protection did all the load shedding, after utility equipment shed none.
  • The response on both grids is more gas-fired generation (PPL-Blackstone, Siemens Energy's 70-GW backlog), entrenching gas in the AI power mix.
• Who benefits / who loses: Gas-turbine makers and utilities with generation pipelines benefit; data-center developers and their customers (AI companies) face delays and higher costs; ratepayers gain if audits prevent cost-shifting.
• What to watch next: The Texas audit's scope and timeline, PJM's backstop reliability auction in late September, and whether bilateral contracting — which PPL's CEO expects to be the main pathway — displaces auctions.
• Long-term implications: The collision of AI load with grid physics is now the central question in US electricity planning. The Texas pause and PJM trip will shape how — and where — the next 50+ GW of data-center demand gets built.

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3. Regional Analysis

North America

• US battery storage is scaling fast: EIA reports utility-scale storage grew at a 70% average annual rate over three years, reaching 43.6 GW by end-2025 and nearly 52 GW after adding 8.3 GW in H1 2026. Tesla started Megapack 3 production at its Brookshire, Texas Megafactory (50 GWh/year design capacity, ~28% more energy per unit) and Ørsted's 250 MW/500 MWh Old 300 battery went live in Texas. (EIA, Electrek Megapack 3, Electrek Ørsted)
• Power-equipment boom: Siemens Energy booked 15 GW of new gas-turbine orders this quarter, pushing its backlog near 70 GW with lead times of three years or more, and plans to expand transformer manufacturing capacity 50% by 2030. Caterpillar's Q2 sales surpassed $20 billion — power-generation retail sales rose 72% YoY — and the company is resuming production of a 10-MW medium-speed gas reciprocating engine it discontinued in 2022. (Utility Dive Siemens, Utility Dive Caterpillar)
• Solar trade wall: New Section 232 tariffs on imported polysilicon and related products — including silicon-based panels — will raise installation costs while boosting reshoring efforts; the FCC separately added foreign-made connected inverters to its Covered List, cutting off import authorization for new models. Intertek CEA projects US factories will supply just 40% of combined solar and battery demand next year. (Canary Media, Electrek FCC)
• Puerto Rico grid strains: The DOE closed a nearly $490 million loan to a Pattern Energy subsidiary for a major battery project, even as the administration cuts other territory clean-energy funding; EIA data shows non-major-event outage duration in Puerto Rico rose 19% in 2025 to 36 hours average, versus ~2 hours on the mainland. (Canary Media, EIA)
• Corporate reshuffles: GM sold its 49.99% stake in the $3.5 billion Indiana battery plant to Samsung SDI, making it Samsung's first wholly owned battery factory in North America; Sila secured a $1.4 billion conditional DoD loan commitment for silicon-anode batteries; and Evergy has 3 GW of large loads signed with a 5-GW generation pipeline. (Electrek GM/Samsung, CleanTechnica Sila, Utility Dive Evergy)
• Trade and reserves: US–Canada energy trade value fell 11% to ~$137 billion in 2025, though natural gas and electricity trade rose on higher gas prices and volumes; API data showed a surprising 9.07-million-barrel US crude inventory build, partly from higher imports. (EIA, OilPrice API)
• Wind permitting thaw: A Trump-appointed federal judge ordered the Pentagon to resume routine military evaluations of proposed onshore wind farms, ending a de facto blockade — though the underlying dispute could resurface. (Canary Media)

Europe

• Heatwave and eclipse test the grid: NESO's margin warning during Wednesday's evening eclipse, amid a Europe-wide heatwave, highlights how solar penetration and weather events compound peak-hour reliability risk. (OilPrice)
• Storage milestone: CIP's Coalburn 1 in Scotland entered commercial operations as Europe's largest battery, the first of three UK transmission-connected BESS projects. (pv magazine)
• Hydrogen reality check: German grid operator group FNB Gas touted nearly 6 GW of paid reservations on the emerging hydrogen core network, but analysts caution the headline oversells committed demand — willingness to pay is not the same as offtake certainty. (CleanTechnica)
• Distribution-grid transparency: A new free map details renewable and storage systems connected across Germany's 871 distribution grids, with data refreshed every six months — a useful planning tool for congestion and feed-in capacity. (pv magazine)
• EV market reality: Kia's PV5 became Europe's best-selling small electric van with over one-third of the e-LCV segment, while analysts argue Europe's ~20% BEV share puts it mid-pack globally — behind China's industrial shift, ahead of the US. (Electrek, CleanTechnica)

Middle East & OPEC

• Hormuz traffic at crisis lows: Kpler data shows only six commodity vessels transited Monday and eight Tuesday (10-day average: 12), against ~20 million bpd pre-war — and the US Energy Secretary's claim that flows have normalized is contradicted by the tracking data. (OilPrice, OilPrice weekly low)
• Structural containment strategy: Analysis: A detailed OilPrice assessment describes an informal US–Israel–Saudi effort to cut Iran out of global oil markets, arguing Tehran has established de facto control over Hormuz and Bab el-Mandeb for as long as the regime survives. This framing, even if contested, aligns with the IEA's deficit math and explains why Washington is signaling long-term supply reconfiguration rather than a quick reopening. (OilPrice)

Asia-Pacific

• China's EV/ICE divergence sharpens: July sales show pure battery-electric vehicles gaining while every engine-based category (ICE, hybrid, PHEV) declines — a structural collapse in combustion-car demand in the world's largest auto market. (Electrek)
• Fuel retail flips: Sinopec gutted a Shanghai gas station — removing underground gasoline tanks entirely — and replaced the pumps with BYD's 1,500 kW flash chargers, creating an EV-only charging hub at a former fuel site. (Electrek)
• Korea opens doors for renewables: The government approved national caps on local setback distances for solar and wind, limiting how far municipalities can push projects back; Shinsung E&G opened a 350 MW n-type module line supplying the Saemangeum development region. (pv magazine setback, pv magazine Shinsung)
• Sodium-ion goes to work: Tonly deployed a fleet of sodium-ion electric haul trucks at a Chinese mine — a world first — as CATL's electric-aviation battery passed a two-cell safety test and a sodium-truck delivery was reported earlier this month. (Electrek, OilPrice, CleanTechnica CATL)
• Arctic trade route gains traction: With Middle East shipping under threat, China is increasing use of the Arctic route for containers from its east coast to Europe as summer ice melts — a diversification of trade lanes that has energy-security implications for tanker and LNG routing. (OilPrice)

Russia & Eurasia

• Refining crisis confirmed by reverse flows: Russia's imports of Indian gasoline from the Rosneft-linked Vadinar refinery — after US sanctions disrupted previous shipments last November — signal structural distress in Russia's refining sector, aggravated by wartime drone strikes. (OilPrice)
• South Caucasus peace stalls: One year after the Washington-brokered Armenia–Azerbaijan declaration, implementation remains halting; US Secretary of State Marco Rubio reaffirmed support on the anniversary, but progress on corridors and border issues is slow — relevant to any future Caspian energy transit integration. (OilPrice)

Latin America

• Brazil's irregular solar risk: TÜV Rheinland warns unauthorized distributed-generation expansions could add up to 14 GW of unregistered PV capacity in Brazil, complicating grid planning and raising electrical-safety risks, since systems up to 5 MW can bypass design review and approvals. (pv magazine)
• Colombia earthquake tests grid resilience: A magnitude-7.4 earthquake disrupted electricity supplies, leaving up to 20% of demand unmet in some regions; no damage was reported at utility-scale solar plants, with impacts concentrated on transmission and distribution infrastructure. (pv magazine)

Africa

• Libya's Zawiya hub under sustained attack: A drone struck the power station at the Zawiya export terminal, near the country's largest refinery, following an earlier explosion at a storage tank holding 4.5 million liters. No group claimed responsibility, but the pattern of attacks threatens both Libyan exports and domestic product supply. (OilPrice)