Axios

Global electricity generation from renewables edged past coal in 2025, per a new analysis by Ember, a clean energy think tank.

Why it matters: The inflection point with renewables — mostly hydro, solar, wind and bioenergy — helped to keep CO2 emissions from power essentially flat even as consumption rose, it found.

A well-timed, optimistic post on Truth Social from President Trump about the war in Iran can send stocks higher.

Why it matters: Social media posts from the White House have become key drivers of the oil and stock markets during the conflict, particularly as its resolution seems to keep moving further and further out of reach.

Oil prices are up around 6% Sunday evening after the weekend brought fresh escalation of the U.S.-Iran conflict.

Why it matters: The jump after international markets opened reverses a large chunk of the sharp decline Friday, when President Trump and Iran's foreign minister claimed the Strait of Hormuz was opening to tanker traffic.

American forces seized an Iranian-flagged cargo ship after it tried to bypass a U.S. naval blockade in the Gulf of Oman, President Trump said Sunday.

Why it matters: It's the first seizure and the first ship fired upon since the U.S. blockade went into effect last Sunday in response to Iran effectively holding the Strait or Hormuz hostage since the war began on Feb. 28.

U.S. average gasoline prices may not return to pre-Iran war levels under $3-per-gallon until next year, Energy Secretary Chris Wright told CNN Sunday.

Why it matters: The Iran war has driven up what had been fairly low U.S. gas prices, a spike that could hurt Republicans in the midterm elections.

U.S. beef supplies are shrinking, imports are rising and prices are stuck near record highs — with little relief in sight.

Why it matters: The all-American hamburger is becoming a luxury item, nudging consumers toward cheaper proteins like chicken and pork.

The world's largest data center project — backed by Trump allies and bearing his name — is stalled by delays and logistical hurdles that could stop it before it even starts.

• The latest sign of trouble emerged Friday: CEO Toby Neugebauer abruptly departed. That sent the company's shares, which already shed 75% in the last six months, plummeting in aftermarket trading.

The blockage to energy supplies through the Persian Gulf appears to have ended. If it holds, it takes a massive weight off the world economy.

Why it matters: The possibility of a prolonged disruption to the supply of crude oil, liquefied natural gas, fertilizer and other commodities looks to be off the table.

The CEO of French oil giant TotalEnergies is defending a rare — and controversial — deal he struck last month with the Trump administration ending the company's federal offshore wind leases.

Why it matters: The comments offer a window into a deal structure other companies could pursue as President Trump moves to dismantle the nascent U.S. offshore wind sector.

Early signs are emerging that the energy shock could aid the global spread of renewable power, batteries, electric cars and other climate-friendly tech.

Why it matters: The throttling of oil and gas transit — together with higher prices — has short- and long-term consequences for use and economics of different fuels.