Browsing: NEWS

LNG Canada took a final investment decision on Phase 2 on 28 September 2026. At CAD 33 billion for 14 mtpa, ENB puts capital at about CAD 2,360 per tonne of annual capacity.

The 30 September framework puts $100 billion of overnight cost on six AP1000 and two APR1400 units, about $10,460 per kW. Korea’s $20 billion annual funding cap and the unsettled link to the 2025 $80 billion Westinghouse deal decide whether it becomes orders.

A model released on 28 September 2026 puts the five-year saving for an electric long-haul truck at €100,000 in the Netherlands and a deficit of €94,000 in Italy. ENB tests the German case from the model’s own inputs and finds the diesel price and policy decide the result.

The EU data centre rating creates a label, not a mandate: the first reporting period covered about 36% of estimated sites, and the minimum performance standards are still in consultation until 14 December 2026.

Poland holds a CO2 storage resource of 10 to 15 Gt on paper, but the Commission lists only 0.005 Mt per year of Polish injection capacity, due in 2028. The gap to the EU 50 Mt per year target is where the permitting risk sits.

The first 33 MW net GeoBlock at Cape Station reached commercial operation on 30 September 2026, but the company published no well count or flow per producer. ENB rebuilds the numbers from filings and laboratory data and finds the 50 MW design closes only at the top of published ranges.

The NRC issued the Clinch River BWRX-300 construction permit 447 days after accepting the application, with the final safety evaluation about 129 to 158 days before the staff’s own July 2025 plan. IAEA data still list no US reactor under construction.

A 280 MW electrolyser supply agreement for a Danish e-SAF plant is conditional on a final investment decision that has no date. ENB tests the hydrogen figures and sets the deal against IEA data on what is built, financed and merely announced.

FERC accepted PJM’s one-time backstop for a 6,831 MW capacity shortfall but suspended it until 28 February 2027, with cost allocation, transmission owner exit and collateral still open. The regular auction cleared only 525 MW of new generation against the gap.

A Nature Energy paper lifts lithium-sulfur voltage from 2.05 V to 2.54 V with a three-electron sulfur reaction. ENB tests the 1,700 Wh/kg headline against first principles and shows why the stack-level estimate is 477 Wh/kg.