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Energy Policy News 28 September 2025 - 5 December 2025

Uzbekistan Launches €9.46 Billion Green Energy Push as Kambarata‑1 Hydropower Funding Set for 2026

Uzbekistan Launches €9.46 Billion Green Energy Push as Kambarata‑1 Hydropower Funding Set for 2026

Tashkent / Bishkek – December 5, 2025 Uzbekistan has unveiled one of the most ambitious clean‑energy packages in Central Asia to date, combining a €9.46 billion rollout of domestic renewable and grid projects with a 2026 financing start for the region‑defining Kambarata‑1 hydropower plant in Kyrgyzstan. Together, these moves are set to reshape the country’s energy mix, deepen regional integration and test how fast Central Asia can pivot from fossil fuels to climate‑resilient power. euronews+1 A €9.46 billion clean‑energy package to power every Uzbek home At the “Powering the Future – Sustainable Energy for New Uzbekistan” forum in Tashkent on
5 December 2025
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Con Edison Rate Hikes 2025: How Public Outcry and Zohran Mamdani Are Reshaping New York’s Utility Bills

Con Edison Rate Hikes 2025: How Public Outcry and Zohran Mamdani Are Reshaping New York’s Utility Bills

NEW YORK – As of Friday, Dec. 5, 2025, the fight over Con Edison’s latest electric and gas rate hikes has turned into a full‑blown political drama, stretching from Westchester town halls to the Oval Office and City Hall in New York City. Westchester County Democrats are now looking to New York City mayor‑elect Zohran Mamdani as a key ally in their campaign to blunt the impact of the utility’s newly approved three‑year rate plan, which will raise bills for millions of customers starting in 2026. lohud.com+1 Their push comes after months of record public opposition, a revised settlement that
5 December 2025
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Trump Rolls Back Biden Fuel Economy Rules: What New CAFE Standards Mean for Gas Prices, EVs and the Climate

Trump Rolls Back Biden Fuel Economy Rules: What New CAFE Standards Mean for Gas Prices, EVs and the Climate

President Donald Trump has unveiled a sweeping proposal to roll back U.S. fuel economy standards for cars and trucks, marking one of the most consequential reversals yet of the Biden administration’s climate and transportation agenda. Announced on December 3, 2025, at a White House event with executives from Ford, General Motors and Stellantis, the plan would sharply weaken federal Corporate Average Fuel Economy (CAFE) rules and ease the path for gas-powered vehicles for at least the next decade. The Washington Post+1 The Trump administration and its allies argue the move will lower vehicle prices and save families money, citing internal estimates
3 December 2025
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Georgia Power’s 10 GW Data Center Plan Could Add $20+ to Monthly Bills: What the PSC’s Next Move Means for You

Georgia Power’s 10 GW Data Center Plan Could Add $20+ to Monthly Bills: What the PSC’s Next Move Means for You

ATLANTA — As Georgia races to become a hub for AI and cloud computing, state regulators are weighing a massive Georgia Power expansion that could reshape both the grid and your monthly bill. The utility is asking the Georgia Public Service Commission (PSC) to approve roughly 10,000 megawatts (10 gigawatts) of new power plants and batteries over the next few years, much of it justified by expected demand from energy‑hungry data centers.AJC+1 Analysts for the PSC warn that if commissioners green‑light most of the plan, residential customers could eventually pay about $20 more per month — or even higher —
26 November 2025
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Georgia Power Data Center Plan Could Push Bills Higher and Bring New Power Lines Through Homes, Regulators Warn

Georgia Power Data Center Plan Could Push Bills Higher and Bring New Power Lines Through Homes, Regulators Warn

ATLANTA — November 25, 2025 Georgia’s quiet power grid fight just turned into a kitchen‑table issue. In the space of a few days, staff for the Georgia Public Service Commission (PSC) have warned that Georgia Power’s massive plan to feed a wave of new data centers could add around $20 a month to typical household electric bills, while a separate project for new high‑voltage transmission lines could cut across more than 300 properties — including dozens of homes that may have to be removed. yahoo.com+3AJC+3Georgia Public Broadcasting+3 At the same time, clean‑air advocates are sounding alarms that leaning on fossil‑fuel
25 November 2025
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Oil Prices Rollercoaster: Trade War Fears & OPEC Moves Spark 5-Month Lows

Oil Price Rebound as OPEC Freezes Output Hikes: Winners, Losers, and 2026 Outlook

OPEC+ Pumps the Brakes on Oil Output The Organization of the Petroleum Exporting Countries and its allies (OPEC+) took a pivotal turn in policy at a meeting on Sunday, Nov 2. Led by Saudi Arabia and Russia, a core group of eight OPEC+ producers agreed to “nudge” oil output up slightly in December but then freeze any further production increases in January, February and March 2026theguardian.com. This decision marks a notable shift: throughout 2025, OPEC+ had been gradually unwinding its earlier production cuts – adding nearly 2.9 million barrels per day since April – in an effort to regain market
3 November 2025
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Trump’s $80B Nuclear Power Shock: The Future of Energy and AI

Trump’s $80B Nuclear Power Shock: The Future of Energy and AI

Details of the Nuclear Pact Under the deal, the U.S. will help finance and fast-track licensing for new Westinghouse AP1000 reactors on U.S. soil reuters.com washingtonpost.com. Westinghouse — owned 51% by Brookfield and 49% by Cameco — will build the plants. In return for arranging loans and permits, the government gets a piece of the upside (20% of earnings above $17.5B) reuters.com. If Westinghouse ultimately IPOs at >$30B value, the U.S. could end up with a 20% stake reuters.com. This structure is intended to give taxpayers a return on investment once projects are profitable. The deal grew out of Trump’s
29 October 2025
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Kazakhstan Freezes Fuel Prices Through Spring 2026 – Will It Tame Inflation or Fuel Bigger Problems?

Kazakhstan Freezes Fuel Prices Through Spring 2026 – Will It Tame Inflation or Fuel Bigger Problems?

Kazakhstan Freezes Fuel & Utility Prices to Tame Inflation Facing the fastest inflation in years, Kazakhstan’s government has taken the dramatic step of freezing prices on fuels and household utilities. The nationwide moratorium took effect on October 16, 2025, halting any further price increases for AI-92 gasoline and diesel fuel until inflation stabilizes, and similarly suspending hikes in tariffs for water, electricity, heating and natural gas for all consumers until at least end-March 2026 astanatimes.com asiaplustj.info. These emergency controls aim to “stabilize the economy and protect citizens’ interests” amid the inflation surge, following direct instructions from President Kassym-Jomart Tokayev astanatimes.com.
23 October 2025
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Illinois Gas Bill Shock: Regulators Poised to Slash Record Utility Rate Hike Proposals

Illinois Gas Bill Shock: Regulators Poised to Slash Record Utility Rate Hike Proposals

<!– Key facts ended; full report follows –> In Illinois, utility regulators are weighing how much of a massive rate increase to approve for Ameren Illinois’s natural gas customers. Ameren filed in January to raise gas delivery rates by $128.8 million statewide. The proposal is intended to fund pipeline upgrades and maintain safety, especially amid a push for cleaner energy sources m.riverbender.com khqa.com. Two Illinois Commerce Commission (ICC) judges recently issued a proposed order recommending a cut of roughly $40–44 million from Ameren’s request khqa.com citizensutilityboard.org. In practical terms, that would still leave about $85–$90 M of new revenue to be collected
20 October 2025
Oil Prices Plunge to 5-Month Low as Trump-Putin Summit Looms & India’s Russian Oil U-Turn Rattles Markets

Oil Prices Plunge to 5-Month Low as Trump-Putin Summit Looms & India’s Russian Oil U-Turn Rattles Markets

Oil Slumps on Peace Talk Signals and Supply Surge Oil prices tumbled to five-month lows this week, capping a third straight weekly decline. Benchmark Brent crude is hovering near $60 per barrel, down about 3% for the week, while U.S. WTI fell toward $57 reuters.com. Both indices are at their weakest levels since early May reuters.com. The selloff accelerated after a surprise geopolitical development: President Trump announced he and President Putin will hold a summit in Budapest within weeks to discuss ending the Ukraine war reuters.com. The prospect of a peace deal – or at least a de-escalation – has
17 October 2025
Turkey’s Gas Revolution: Erdogan’s LNG Pivot Threatens Russia & Iran’s Energy Grip

Turkey’s Gas Revolution: Erdogan’s LNG Pivot Threatens Russia & Iran’s Energy Grip

Turkey’s Gas Pivot: LNG Deals and Domestic Production Turkey is undertaking a strategic overhaul of its gas supply. Once overwhelmingly dependent on pipeline gas from Russia and Iran, Ankara is now doubling down on alternative sources. State energy company BOTAŞ has struck a flurry of long-term LNG deals with a range of suppliers. In September, it signed a landmark 20-year agreement with Mercuria to import about 4 bcm of U.S. LNG annually starting in 2026 tradingview.com. This single deal will total roughly 70 bcm over two decades. Energy Minister Alparslan Bayraktar hailed it as a “milestone” for Turkey’s energy security,
8 October 2025
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AI Ignites a Nuclear Renaissance: How Tech Titans, Policy Shifts and New Reactors Are Powering the Next Energy Revolution

AI Ignites a Nuclear Renaissance: How Tech Titans, Policy Shifts and New Reactors Are Powering the Next Energy Revolution

Introduction: From Post‑Fukushima Stagnation to AI‑Fueled Revival A quarter century ago, nuclear energy was in decline. Fear of meltdowns, regulatory hurdles and the ascendancy of cheap natural gas reduced nuclear’s share of world electricity from about 18 % in the 1990s to roughly 9 % today investing.com. The disasters at Three Mile Island, Chernobyl and Fukushima galvanized public opposition and slowed investment, while nations turned to renewables and gas. Today, however, a new force—artificial intelligence—may be upending the calculus. Machine‑learning models like GPT‑5 run on data centers that consume vast amounts of electricity, and the prospect of constant, clean energy is pushing governments and
4 October 2025
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Oklo (OKLO) Nuclear Stock Skyrockets 500% on AI Data Center Hype – Bubble or Breakthrough?

Oklo (OKLO): Nuclear Power’s New Heavyweight – DOE Contracts, $1.68B Fuel Plant & 400% Rally

Key Facts: – Ticker: OKLO (NYSE); Sector: Advanced Nuclear/Clean Energy – a Santa Clara-based fast-fission reactor developer (sodium-cooled) with a focus on fuel recycling businesswire.com oklo.com. – Market Cap ~$17B (as of early Oct. 2025) za.investing.com. – 52-week range: $8.36–$144.49 google.com; YTD return ≈+450% za.investing.com, driven by big DOE awards and nuclear/AI hype. – Went public via SPAC merger (with Sam Altman’s AltC) in May 2024, raising ≈$306M oklo.com; Sam Altman is Oklo’s board chairman oklo.com. – No revenue yet; burning cash on development (analysts don’t expect profitability in 2025 za.investing.com). – Analyst consensus: Moderate “Buy” (avg target ~$88–90) sahmcapital.com, though
2 October 2025
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UK Wind Power “Racket” Exposed: Octopus Energy Reveals £650m Wasted on Idle Turbines – Is Our Grid Broken?

UK Wind Power “Racket” Exposed: Octopus Energy Reveals £650m Wasted on Idle Turbines – Is Our Grid Broken?

Octopus’s campaign has thrust the curtailment problem into the spotlight. Greg Jackson bluntly told The Independent that wind farm owners (some of whom also run gas plants) “realise there is a bunch of generators…that won’t get to market because of grid congestion, so they pay them anyway, and then they find someone else to fill the gaps” the-independent.com. In other words, billpayers fund idle wind farms and pricey backup power – a situation Jackson labels “a racket” the-independent.com the-independent.com. He illustrated it like “building a factory where there [are] no roads and then being paid for what you might have
28 September 2025
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Stock Market Today

Energy stocks set for a geopolitical week after Iran warning and oil rebound

Energy stocks set for a geopolitical week after Iran warning and oil rebound

7 February 2026
U.S. energy stocks rose Friday, with the S&P 500 energy sector up 1.88% and Exxon Mobil gaining 2.03%. Brent crude settled at $68.05 a barrel after Iran threatened U.S. bases if attacked. Saudi Aramco cut March Arab Light crude prices to a five-year low for Asia. Kazakhstan’s CPC Blend exports may drop 35% this month due to Tengiz oilfield disruptions.
Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

7 February 2026
U.S. financial stocks rose Friday, with the XLF fund up 1.8% and the Dow closing above 50,000 for the first time, gaining 2.47%. Goldman Sachs jumped 4.3%, JPMorgan 3.9%, and Citigroup 6.0%. The Federal Reserve held rates steady, and San Francisco Fed President Mary Daly signaled possible cuts this year. Investors await January jobs and inflation data next week.
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