Plus gold miners and job report revisions
Companies need vast tracts of land and resources that industrial sites can provide
Peel Ports says delivery of projects is taking ‘inordinate’ amount of time
Rafael Grossi says Russian power station is within artillery range of Ukrainian positions
A sector once marked by bankruptcies and ESG worries is now huge cash generator for shareholders
Moscow is laying the ground for long-term control of vital infrastructure in an alliance member state
Washington’s support for a minerals train connecting the DRC to the Atlantic illustrates its desire to compete with China
Investors should pay close attention to risks that still need to be addressed
Analysts say the market is becoming more realistic, with several projects getting off the ground
Export Development Canada has sold loans it made to UK water company at deep discounts
Policy uncertainty and Labour’s levy plans threaten fall in production and jobs in ageing oil basin, executives warn
Plus oil and the dollar
A pre-emptive international effort is needed now to blunt the impact of Russia’s deliberate destruction of infrastructure
Conglomerate’s energy arm anticipates sell-offs will follow reforms to tackle the country’s unreliable electricity supply
Declining demand due to Chinese property rout threatens profit squeeze for producers including BHP, Rio Tinto, Vale and Fortescue
The drive to replace Russian gas has led to surging global demand but American export projects face growing hurdles
Also in this newsletter: global stocks bounce back, Maduro clings on, science round-up
Upgrading grid is such a vast undertaking that Eastern Green Link 2 barely makes a dent in it
Texas-based company has signed new contracts and recruited hundreds of staff despite the war in Ukraine
Investors will want to see evidence of smoother sailing conditions before they climb aboard again
New technology may potentially bring billions of additional barrels of oil and gas within reach of producers
More transparency and tougher regulations are likely to follow for makers of electric cars and batteries
Danish company says market for e-fuels is developing more slowly than expected
Consortium leader CK Infrastructure, controlled by Li Ka-shing’s family, also announces secondary listing in London
The landmark law saved American families $8.4bn in 2023, but its future is in jeopardy ahead of the November election