Climate Tech & Clean Energy — November 1, 2026 Monthly
Climate Tech & Clean Energy news & updates — every claim linked to a primary source.
Key Findings
Executive Summary (5)
- •October 2026 saw the Iran-conflict-driven energy price crisis move from a market signal to an explicit political emergency on both sides of the Atlantic, triggering active SPR deployments, a new EU strategic refinery dialogue, and record U.S. refinery utilization at 95%+ — the highest since 1998.
- •FERC's LNG blanket authorization NOPR and NEPA overhaul represent a structural acceleration of U.S. gas infrastructure permitting that, combined with the DOE's Defense Production Act deployments across pipelines, transmission, and refining, marks a decisive shift toward treating fossil fuel supply security as a national security imperative.
- •The EU is simultaneously managing a near-term energy affordability crisis and accelerating its structural clean energy transformation — launching the ETIC, deploying €3.4 billion in Innovation Fund grants, and confirming €1.2 trillion in sustainable investment since 2021 — demonstrating that crisis management and structural transformation are running in parallel rather than in sequence.
- •The U.S. clean energy transition faces compounding headwinds: EV adoption is bifurcating toward hybrids as BEV growth stalls post-tax credit expiry, CDR ventures are closing as government programs terminate, and FERC's permitting reforms structurally favor gas infrastructure expansion — while distributed solar and wind generation continue to grow rapidly, creating a widening gap between generation deployment and grid integration capacity.
- •OPEC's entry into sustainability reporting and its systematic counter-narrative campaign targeting food security, price transparency, and IEA credibility represent a qualitative escalation in the institutional competition over the energy transition's framing — with implications for multilateral climate negotiations heading into COP30.
Key Points (8)
- 1.The EU's energy price crisis deepened throughout October, with Commissioner Jørgensen explicitly declaring a crisis at the September 30 Informal Energy Council, Eurostat confirming EU petroleum oil import values rose 55.8% in Q2 2026, and fuel prices up 23.8% year-on-year in August 2026 — accelerating from 16.9% in July and 13.7% in June [3]. By month-end, the EU Oil Coordination Group confirmed diesel and jet supplies remain tight, and the Commission launched a strategic refinery dialogue chair…
- 2.FERC enacted the most significant U.S. gas infrastructure permitting reforms in decades at its October 15 open meeting: a unanimous proposal for the first-ever LNG blanket authorization program (Docket No. RM26-2-001) establishing a three-tiered permitting framework, and a simultaneous NEPA overhaul (Docket No. PL26-3-000) eliminating air dispersion modeling requirements for natural gas projects [19]. The NOPR entered its 60-day public comment phase by month-end, with the NEPA comment period clo…
- 3.The U.S. EV market bifurcated further: hybrid electric vehicles reached 16% of new light-duty vehicle sales in Q3 2026 while overall electrified vehicle share dipped to 23% from 24% in Q3 2025, following the expiration of federal BEV tax credits in September 2025 [9]. EV electricity consumption growth slowed to 8% in 1H 2026 versus 13–24% in recent periods — confirming the U.S. electrification trajectory is more policy-dependent than technology-driven.
- 4.The DOE deployed Defense Production Act authority across multiple energy infrastructure fronts in October: a Virginia-West Virginia transmission project, the Constitution Pipeline ($42 million), and a refinery restart — signaling the administration is treating energy infrastructure as a national security emergency requiring industrial policy intervention across all fuel types [10].
- 5.EU clean energy investment accelerated in parallel with the crisis: the European Commission selected 77 net-zero technology projects for €3.4 billion under the Innovation Fund, granted €390 million to 135 LIFE programme projects, and Commission data showed over €1.2 trillion invested in sustainable activities since 2021 [3]. The EU also launched the Energy Transition Investment Council (ETIC) on October 6 to coordinate clean energy finance across public and private institutions.
- 6.The carbon dioxide removal sector showed both maturation and stress: RMI's two October reports documented more than $3 billion in private CDR investment since 2021 and nearly $12 billion in cumulative removal credit sales as of Q1 2026, while also documenting dozens of CDR venture closures following termination of U.S. government programs including DAC Hubs [25]. RMI identified a need for up to 10 gigatons of annual removal by 2050.
- 7.Hurricane Isaias — the first hurricane of the 2026 Atlantic season and the largest Gulf Coast storm since Hurricane Helene in September 2024 — made landfall near Destin, Florida as a Category 2 storm, knocking out power to approximately 950,000 customers. More than 780,000 were restored within three days, with 25,000+ workers from 25+ states mobilized [2]. The DOE authorized an SPR exchange on October 10 to address supply disruptions.
- 8.OPEC launched its inaugural Annual Report on Environment, Climate and Sustainable Development on October 6, entering the sustainability reporting space for the first time and systematically building a counter-narrative across food security, price transparency, and environmental framing — while the 68th JMMC on October 4 issued a second market stability reaffirmation in under a month [18].
Market Trends
Iran-Conflict Energy Price Crisis Escalates From Market Signal to Political Emergency
What began as an oil price shock evolved across October into a declared political crisis. EU petroleum oil import values rose 55.8% in Q2 2026 with volumes nearly flat, fuel prices accelerated to 23.8% year-on-year in August (from 16.9% in July and 13.7% in June), and EIA confirmed crude oil prices and refinery margins rose throughout Q3 2026 [9]. By month-end, U.S. refinery utilization averaged more than 95% of capacity between May and September 2026 — the highest for those months since 1998 — …
U.S. EV Market Bifurcation Deepens: Hybrids Rise as BEV Growth Stalls
The pattern identified in August — hybrids gaining while BEVs stall — solidified across October. Hybrid electric vehicles reached 16% of new U.S. light-duty vehicle sales in Q3 2026, while overall electrified vehicle share dipped to 23% from 24% in Q3 2025 [9]. EV electricity consumption grew only 8% in 1H 2026 versus 13–24% in recent periods. Average new vehicle transaction prices passed $50,000 for the first time in 2026. The market is bifurcating toward a technology that reduces but does not …
EU Clean Energy Investment Accelerates Despite — and Alongside — the Affordability Crisis
October demonstrated that EU clean energy investment is not being derailed by the price crisis. The EIB committed €100 million to Romania's 1.3 GWp Dama Solar project, the Commission deployed €3.4 billion across 77 net-zero technology projects under the Innovation Fund, granted €390 million to 135 LIFE programme projects, and Commission data confirmed over €1.2 trillion invested in sustainable activities since 2021 [3]. EU wind turbine exports reached €3.1 billion in 2025, up 10.8% in value and …
U.S. Grid Demand Growth Becomes Systemic Stress Factor
EIA confirmed that PJM, ERCOT, and SWPP all set records for peak hourly load during summer 2026 [9] — a systemic pattern, not a regional anomaly, that directly informs FERC's October 21 Commissioner-led Reliability Technical Conference agenda on data centers, AI compute campuses, and inverter-based resource integration. Simultaneously, U.S. small-scale solar generation grew from 18,812 GWh to 92,979 GWh over the last decade, and wind generation in ISO-NE averaged 68% higher in the first nine mon…
CDR Sector Matures Into Structured Investment Market While Facing Scale Gap
RMI's two October publications together document a CDR sector that has grown from a handful of startups to more than 700 companies working on over 30 removal pathways, supported by more than $3 billion in private capital since 2021 and nearly $12 billion in cumulative removal credit sales as of Q1 2026 [25]. The CDR market was valued at $838 million in 2024, with 7–10 gigatons of annual removal needed by 2050. However, termination of U.S. government programs including DAC Hubs caused investment …
Competitor Trends
OPEC Escalates to Institutional Counter-Narrative With Inaugural Sustainability Report
OPEC's competitive repositioning reached a new level in October with the launch of its first Annual Report on Environment, Climate and Sustainable Development on October 6 [18], entering the sustainability reporting space previously dominated by the IEA. Combined with the Secretary General's ongoing editorial campaign questioning IEA reliability assessments and the 'fossil fuel' label, and a systematic narrative rotation through oil's roles in maritime trade, synthetic fertilizers, and food secu…
DOE Deploys Defense Production Act as Cross-Sector Energy Security Tool
The DOE's October DPA deployments spanned transmission (Virginia-West Virginia project), pipelines (Constitution Pipeline, $42 million), and refinery restart — alongside a $4.2 billion nuclear investment in Pennsylvania and Ohio and $125 million for tribal energy access [10]. This pattern confirms the administration is applying emergency industrial policy authority across the full energy supply chain simultaneously, not selectively. The dual-track strategy — immediate fossil fuel supply security…
FERC Repositions as Structural Accelerator of Gas Infrastructure
FERC's October 15 unanimous actions — the LNG blanket authorization NOPR modeled on the 40-year pipeline blanket certificate program, and the NEPA overhaul eliminating air dispersion modeling — represent the most significant regulatory acceleration of U.S. gas infrastructure in decades [19]. These actions directly affect the regulatory pathway for Sabine Pass Stage 5 (final EIS complete, 950 Bcf/y) and Corpus Christi Stage 4 (draft EIS comment period closing November 9, 1,200 Bcf/y), potentially…
EEI Converts Hurricane Response Into Grid Investment Validation
EEI's October communications pivoted from Hurricane Isaias response — highlighting that investments in stronger poles, advanced sensors, and smart grid technologies delivered measurable resilience benefits, with 780,000+ of 950,000 affected customers restored within three days [2] — to publishing an EY report finding the electric power industry supported nearly 7 million U.S. jobs, $647 billion in wages and benefits, and $1.4 trillion in U.S. GDP in 2025. This dual narrative — resilience investm…
Regulatory Trends
FERC's LNG and NEPA Actions Mark Structural Shift in U.S. Gas Permitting
The October 15 FERC open meeting produced two landmark regulatory actions: the LNG blanket authorization NOPR (Docket No. RM26-2-001) establishing automatic, 60-day, and 90-day prior notice tiers for both Section 3 LNG terminals and Section 7 LNG plants, and the NEPA overhaul (Docket No. PL26-3-000) proposing to eliminate air dispersion modeling requirements and rely instead on Clean Air Act frameworks [19]. The NOPR entered its 60-day Federal Register comment phase by month-end; NEPA comments a…
EU Regulatory Posture: Crisis Flexibility on Timelines, Structural Advancement of Frameworks
The EU's October regulatory output revealed a dual-track approach: pragmatic timeline adjustments under crisis pressure alongside structural framework advancement. On the flexibility side, the Commission proposed a one-year delay on methane importer monitoring and verification obligations on October 14 [3], and the October infringement package escalated to a court referral for energy directive non-compliance within one week of the September 25 notification. On the structural side, the Commission…
Nuclear-Grid Reliability Convergence Advances at Regulatory Level
The FERC-NRC joint meeting on October 22 covered grid reliability, managing large loads, generator interconnection, advanced reactor licensing, power uprates, restarting decommissioning plants, and cybersecurity [26]. NERC presented on data center registration and reliability standards. Combined with the DOE's $4.2 billion nuclear investment in Pennsylvania and Ohio and the FERC Commissioner-led Reliability Technical Conference on October 21 addressing AI and data center load integration, nuclea…
EU Gas Supply Security Governance Activates New Institutional Mechanisms
October saw the EU activate multiple new institutional mechanisms for gas supply security: the Gas Coordination Group confirmed winter 2026–27 preparedness on October 8 despite below-historical storage levels, while flagging the end of Russian long-term LNG contracts from next year as an emerging risk [11]. The Oil Coordination Group activated a strategic dialogue with EU refineries chaired jointly by the Energy and Defense Commissioners following European Council conclusions from October 15–16 …
Sources Activity
Since last month
EU Energy Price Crisis Declared; Diesel and Jet Supplies Confirmed Tight by Month-End
Commissioner Jørgensen explicitly declared an ongoing energy price crisis at the September 30 Informal Energy Council, citing the Iran conflict. Eurostat confirmed EU petroleum oil import values rose 55.8% in Q2 2026 and fuel prices rose 23.8% year-on-year in August 2026 [3]. By October 22, the EU Oil Coordination Group confirmed diesel and jet supplies remain tight, and the Commission launched a strategic refinery dialogue chaired by Commissioners Jørgensen and Kubilius [27]. The Energy Union T…
FERC Launches Historic LNG Blanket Authorization NOPR and NEPA Overhaul
At its October 15, 2026 open meeting, FERC unanimously proposed the first-ever LNG blanket authorization program (Docket No. RM26-2-001) establishing a three-tiered permitting framework — automatic, 60-day, and 90-day prior notice — for both Section 3 LNG terminals and Section 7 LNG plants [19]. Simultaneously, FERC proposed overhauling NEPA air quality review for natural gas projects, eliminating air dispersion modeling requirements (Docket No. PL26-3-000), with comments due November 16 [20]. T…
OPEC Publishes Inaugural Climate and Sustainability Report
OPEC launched its first Annual Report on Environment, Climate and Sustainable Development on October 6, 2026, framing the organization's engagement in multilateral environmental discussions and positioning oil producers as contributors to 'pragmatic, effective, inclusive and fair solutions' [18]. The 68th JMMC on October 4 issued a second market stability reaffirmation in under a month. OPEC's narrative campaign rotated through oil's roles in maritime trade, retail fuel pricing, and synthetic fe…
Hurricane Isaias Triggers SPR Exchange; 780,000+ Customers Restored Within Three Days
Hurricane Isaias made landfall near Destin, Florida as a Category 2 storm around October 9–10, 2026 — the first hurricane of the 2026 Atlantic season and the largest Gulf Coast storm since Hurricane Helene in September 2024 — knocking out power to approximately 950,000 customers. More than 780,000 were restored within three days, with 25,000+ workers from 25+ states mobilized [2]. The DOE authorized an SPR exchange on October 10 to address supply disruptions [10].
EU Launches Energy Transition Investment Council (ETIC)
The European Commission launched a 4-week call for ETIC membership on October 6, 2026, establishing a new expert group to coordinate clean energy finance across national promotional banks and international financial institutions [3]. President von der Leyen debated energy cost solutions with the European Parliament on October 6 ahead of the October 15–16 European Council, where high energy costs were a top agenda item. The ETIC represents a new institutional governance layer for EU clean energy …
EU Gas Winter Preparedness Confirmed; Russian LNG Contract End Flagged as Emerging Risk
The EU Gas Coordination Group on October 8, 2026 confirmed the EU gas system is sufficiently flexible for winter 2026–27 despite below-historical storage levels, citing increased LNG import capacity and supply diversification [11]. The Commission separately flagged the end of Russian long-term LNG contracts from the start of next year as a new supply transition risk requiring monitoring.
EU Invests €3.4B in Net-Zero Technology Projects; €1.2 Trillion in Sustainable Activities Since 2021
The European Commission selected 77 net-zero technology projects to receive €3.4 billion under the Innovation Fund on October 19, 2026, and granted more than €390 million to 135 LIFE programme projects on the same date [3]. Commission data published October 20 showed over €1.2 trillion invested in sustainable activities in the EU since 2021. EU wind turbine exports reached €3.1 billion in 2025, up 10.8% in value and 9.5% in volume year-over-year.
DOE Deploys Defense Production Act Across Transmission, Pipeline, and Refinery Infrastructure
The DOE deployed DPA authority across multiple energy infrastructure fronts in October: a Virginia-West Virginia transmission project (October 16), the Constitution Pipeline with $42 million (October 19), and a refinery restart and capacity expansion (October 22) [10]. This extends the DPA deployment pattern from the August period's critical minerals and battery supply chain investments to fossil fuel infrastructure, signaling a broadened application of emergency industrial policy powers.
RMI CDR Reports Document $3B+ Private Investment and 700+ Companies, But Flag Scale Gap and Venture Closures
RMI published two CDR reports in October: the New Frontiers Report (October 9) assessing innovation across 14 approaches with the CDR market valued at $838 million in 2024 [12], and 'Beyond the First Frontier' (October 15) documenting more than $3 billion in private capital since 2021, nearly $12 billion in cumulative removal credit sales as of Q1 2026, and a need for up to 10 gigatons of annual removal by 2050 [25]. The second report also documented dozens of CDR venture closures following term…
EIA Confirms Record Summer Peak Loads Across PJM, ERCOT, and SWPP; Rooftop Solar Quadrupled Over Decade
EIA confirmed PJM, ERCOT, and SWPP all set peak hourly load records during summer 2026 [9], extending the ERCOT record documented in August to a systemic multi-RTO pattern. EIA also reported U.S. small-scale solar generation grew from 18,812 GWh to 92,979 GWh over the last decade, with wind generation in ISO-NE averaging 68% higher in the first nine months of 2026 versus 2025.
EU Proposes Methane Importer Flexibility and Launches Gas Network Code Revision
The European Commission proposed a one-year delay on methane importer monitoring and verification obligations on October 14, 2026, citing energy crisis cost pressures [3]. On the same date, the Commission launched a 4-week feedback period on a revised cross-border gas network code (CAM network code) to align with the 2024 Hydrogen and Decarbonised Gas Market Package, with feedback due November 10 [21].
FERC-NRC Joint Meeting Advances Nuclear-Grid Reliability Coordination
FERC and NRC held their joint public meeting on October 22, 2026, covering grid reliability, managing large loads, generator interconnection, advanced reactor licensing, power uprates, restarting decommissioning plants, and cybersecurity [26]. NERC presented on data center registration and reliability standards. The meeting's agenda signals nuclear is being actively repositioned as a reliability resource within the federal regulatory framework.
DOE Releases 45Z Fuel Production Credit Emissions Value Process
The DOE released an emissions value request process for the 45Z Fuel Production Credit on October 14, 2026, advancing clean fuel tax credit implementation for sustainable aviation fuel, renewable diesel, and biofuel producers [10]. This regulatory implementation step establishes how fuel producers can request emissions values for the clean fuel production tax credit, providing investment certainty for the SAF and biofuel markets.
BloombergNEF Clean Energy Fund Ratio Rises to 0.80; Private Markets Exceed 1.2:1
BloombergNEF's Energy Supply Fund Ratio 2026 report confirmed the clean energy to fossil fuel capex ratio in public market funds rose to 0.80 at end-2025 from 0.73 at the start of 2024, with private markets exceeding 1.2:1 and grid financing identified as the primary driver at $36 billion of fund-enabled capex [8]. The report covers more than 85,000 funds. Index composition changes — such as Enphase Energy's exit from the S&P 500 — can reduce clean energy ratios independent of manager intent.
Strategic Insights (8)
- 1.FERC's LNG blanket authorization program is modeled on the 40-year pipeline blanket certificate program that enabled the buildout of the U.S. interstate gas pipeline network. If it follows a similar trajectory, it could enable a wave of incremental LNG capacity additions that individually fall below the threshold of full case-specific review, cumulatively adding significant export capacity without triggering the environmental scrutiny that major projects face — a structural feature that deserves…
- 2.The DOE's extension of Defense Production Act deployments from transmission to pipelines and refinery restart in a single month suggests the administration is systematically applying DPA authority across the full fossil fuel supply chain. Combined with FERC's LNG NOPR, this creates a dual-track acceleration of both fossil and grid infrastructure that will complicate clean energy transition planning — the two tracks are not in tension in the administration's framing, but they are in tension for c…
- 3.The EU's one-year delay on methane importer monitoring obligations, while pragmatically justified by energy crisis cost pressures, creates a precedent risk: if compliance timelines can be adjusted under energy crisis conditions, it signals to market participants that EU methane regulation is subject to political override, potentially undermining the investment certainty the regulation was designed to provide for cleaner gas supply chains [3]. The EU's simultaneous advancement of the CAM network …
- 4.The EU's strategic refinery dialogue being chaired jointly by the Energy and Defense Commissioners is a notable institutional signal: by formally linking energy security to defense policy, the EU may be able to accelerate infrastructure investment decisions that would otherwise face longer regulatory timelines — a model that could be applied to other energy security investments including LNG import terminals and hydrogen infrastructure [27].
- 5.The hybrid vehicle market share reaching 16% while BEV growth stalls post-tax credit expiry reveals a structural vulnerability in the U.S. clean transport transition: the market is bifurcating toward a technology that reduces but does not eliminate petroleum consumption. This trajectory, if sustained, would reduce but not eliminate long-term oil demand — complicating both clean energy investment cases and fossil fuel phase-out timelines, and reducing the demand signal that justifies charging inf…
- 6.The FERC-NRC joint meeting's explicit coverage of 'restarting decommissioning nuclear power plants' as an agenda item — alongside advanced reactor licensing and power uprates — signals that the regulatory pathway for nuclear plant restarts is being actively explored at the highest levels of U.S. energy regulation. Given the grid reliability pressures documented by EIA's summer peak load records across PJM, ERCOT, and SWPP, this regulatory exploration could accelerate into concrete policy proposa…
- 7.RMI's documentation of dozens of CDR venture closures following termination of U.S. government programs including DAC Hubs — despite $3 billion in private capital since 2021 — reveals that the CDR sector's growth trajectory is more policy-dependent at the government program level than the private investment figures suggest. The 7–10 gigaton annual removal target for 2050 cannot be reached on private capital alone at current scales; the policy gap created by U.S. program terminations is a strateg…
- 8.BloombergNEF's finding that Southeast Asia could unlock clean power procurement by lifting policy barriers — rather than by reducing technology costs — confirms that the primary constraint on clean energy deployment in emerging markets is now regulatory and institutional, not economic. This has direct implications for how development finance institutions should prioritize advisory and financing activities in the region, and for the ETIC's mandate to coordinate international financial institution…
Trust Summary
29 sources cited this weekDetected across 15 monitored URLs you selected — one URL can surface multiple articles.
Each source is weighted by its trust level. Single-source claims are flagged as unverified during AI synthesis.
Sources
OPEC narrative campaign, 68th JMMC market stability reaffirmation, and inaugural climate and sustainability report
EEI Hurricane Isaias response, grid restoration metrics, workforce mobilization, and grid investment narrative
EU DG ENER: energy price crisis declaration, ETIC launch, Innovation Fund deployment, methane flexibility, gas network code revision, infringement package, and renewable energy community benefit framework
FERC LNG blanket authorization NOPR, NEPA overhaul, Corpus Christi and Sabine Pass EIS processes, FERC-NRC joint meeting, and reliability technical conference
IEA Bioenergy Asia-Pacific bioeconomies workshop and sustainable fuels for land transportation webinar
API permitting reform advocacy, 130+ group coalition, diesel export restriction analysis, and severe weather preparedness
BloombergNEF global energy storage growth surge and Southeast Asia clean power procurement barriers
BloombergNEF Energy Supply Fund Ratio 2026: clean energy to fossil fuel capex ratio at 0.80, private markets at 1.2:1, grid financing as primary driver
EIA data: EV market bifurcation, record summer peak loads across PJM/ERCOT/SWPP, rooftop solar growth, refinery utilization at 95%+, natural gas production records
DOE: SPR exchanges, DPA deployments for transmission/pipeline/refinery, $4.2B nuclear investment, 45Z fuel credit emissions value process, tribal energy access funding
EU Gas Coordination Group winter preparedness confirmation and Russian LNG contract end risk flagging
RMI New Frontiers Report for CDR: 14 carbon removal approaches assessed, CDR market valued at $838 million in 2024
RMI CDR program: 7–9 gigatons annual removal needed by 2050, 32 removal approaches tracked
IEA Bioenergy Scaling Asia-Pacific Bioeconomies workshop: regional collaboration as essential for SAF supply chain scalability
FERC Corpus Christi Stage 4 draft EIS: 1,200 Bcf/y capacity, comment period closing November 9, 2026
FERC Sabine Pass Stage 5 final EIS: 950 Bcf/y capacity across three new liquefaction trains
FERC-NERC winter reliability review: improved performance but system stretched close to edge, gas infrastructure gaps identified
OPEC inaugural Annual Report on Environment, Climate and Sustainable Development
FERC LNG blanket authorization NOPR (Docket No. RM26-2-001): three-tiered framework, 60-day Federal Register comment period
FERC NEPA overhaul draft policy statement (Docket No. PL26-3-000): elimination of air dispersion modeling, comments due November 16
EU cross-border gas network code (CAM) revision: alignment with 2024 Hydrogen and Decarbonised Gas Market Package, feedback due November 10
FERC Commissioner-led Reliability Technical Conference: data centers, AI compute, inverter-based resources, declining system inertia
FERC-NRC joint meeting announcement: grid reliability, nuclear repositioning as reliability resource
IEA Bioenergy sustainable fuels for land transportation webinar: COP30 Presidency Roadmap and Belém 4X Pledge framing
RMI Beyond the First Frontier: $3B+ private CDR investment since 2021, $12B cumulative removal credit sales, 700+ companies, DAC Hub termination impacts
FERC-NRC joint meeting: advanced reactor licensing, restarting decommissioning plants, cybersecurity, NERC data center reliability standards
EU Oil Coordination Group: diesel and jet supplies tight, strategic refinery dialogue launched with Energy and Defense Commissioners
EU renewable energy community benefit framework: public inclusion toolbox, Ireland €2/MWh Community Benefit Fund, Greece 40% levy pass-through
FERC October 2026 Commission meeting summaries: LNG NOPR scope confirmed, NEPA overhaul parallel process confirmed
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