AGP Executive Report
Last update: 4 hours agoOil and Security: Crude eased from a five-month high after Washington paused some Russia sanctions, but risks remain acute: Iran says a tanker hit a mine near the Strait of Hormuz, while Ukraine reports Russian strikes on 28 energy facilities and drone attacks on Russian oil sites. Nuclear Power: Amazon, AEP and X-energy are exploring 960 megawatts of small modular reactors in Indiana, supplying data centres and the regional grid. Gas and Power: Qatar is proposing two Lebanese power plants and 20 years of LNG supplies, a potential boost for a country that relies heavily on private diesel generators. Energy Storage: BYD says its battery-storage shipments topped 60 gigawatt-hours in 2025 and it plans new service centres in South Africa and Bulgaria.
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