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Energy Transition in Motion (Week of May 16, 2025)

Here is a look at some of this week’s renewable energy news, including a solar power deal signed between Google and energyRe and rogue communication devices hidden in renewable energy infrastructure.

Belcher: Are There More Iberian Blackouts in Our Future?

The April 28 blackout across Spain and other parts of Europe served as a wake-up call on both sides of the Atlantic. The U.S.’ new Energy Dominance Council will need to address hard-hitting questions on power generation, transmission and distribution.

SUPER DUG: Energy Transfer Remains Focused on NGLs, Despite Tariff War

Energy Transfer’s investment in NGLs has resulted in a steady business that withstood the challenges of the recent trade dispute.

Could the Global Offshore Wind Sector Rebound from Market Headwinds?

Despite continued headwinds and regulatory uncertainty in the U.S., a rebound for the offshore wind sector could happen with China in the driver’s seat, a Rystad analyst says.

1Q25 Trend: US Producers Pivot on Market Uncertainty, Cut Capex and Rigs

Macro volatility and price uncertainty topped most discussions in first-quarter earnings calls as companies including Diamondback Energy, Occidental Petroleum and Coterra Energy reduce spending and rig counts.

As US Charts Course for Deepsea Mining, The Metals Company Pursues Licenses

The Metals Company CFO Craig Shesky is confident of the company’s ability to help meet U.S. critical mineral needs with deepsea mining.

Crude Oil Climbs More Than $1.60/ bbl on Tariff Cuts, Economic Outlook

Brent crude futures settled at $66.63/ bbl, up $1.67, or 2.57%. U.S. West Texas Intermediate (WTI) crude finished at $63.67, up $1.72 or 2.78%.

Trauber: Shell-BP Merger Would Make “A Lot of Sense”

BP’s U.S. shale operations include the Permian, Eagle Ford and Haynesville. The next wave of oil and gas consolidation may include mergers between the majors, veteran M&A insider Stephen Trauber of Moelis tells Hart Energy.

Belcher: Bright Future Ahead in Powering US Data Centers

Steps are being taken at the federal level to ensure sufficient power generation to fulfill the energy demands of data centers in the U.S.

Report: LNG Canada Could Start Export Sales in June

The export facility is designed to have a 14 million tonnes per year capacity, and is under construction at Kitimat, British Columbia, on the Canadian west coast.