AGP Executive Report
Last update: 2 hours agoEnergy Security: Qatar warned that disruptions to Gulf energy supplies could drive up global costs and disrupt trade, as it cautioned against charging ships to transit the Strait of Hormuz. Oil Markets: Crude eased after Washington relaxed some Russian sanctions, but renewed Hormuz tensions kept supply risks in focus. Grid Strain: Malaysia expects data-center electricity demand to reach 8.39 GW by 2030; in the UK, Microsoft withdrew from a data-center deal after learning grid power may not be available until the 2030s. Nuclear Power: The U.S. is backing restarts of three shuttered nuclear plants with up to $4.4 billion in federal loans, as technology companies seek more electricity. Ukraine: Russian strikes hit substations and other energy infrastructure, adding pressure to the country’s power grid. Clean Energy: The UK’s offshore wind expansion will depend on faster grid connections and market reforms, analysts say.
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