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Day Lila

Friday, 18 September 2026

18 Sept · Climate · In brief

Climate · Friday, 18 September 2026

Climate, in brief

19 stories · 29 sources

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What is moving · 1 of 4

Fuel bills climbing

High ↑

Countries that import fuel have paid about $330 billion more than was expected before the war. [13] Chile stopped fully holding down pump prices in March because it was draining public money. [14] Petrol in the EU costs 24% more than a year ago. [11]

What is moving · 2 of 4

Help for oil and gas firms

Building ↑

A US House committee took up a bill to block climate lawsuits against oil, gas and coal companies. [15] The full House voted to cancel California's rule making docked ships plug into the grid. [16] Canada widened a tax break to cover new oil and gas pipelines. [28]

What is moving · 3 of 4

Data centres wanting power

Building ↑

BloombergNEF, an energy research firm, expects US data centres to burn 15 billion more cubic feet of gas a day by 2035. [21] Meta signed to buy power from a new solar farm in Texas. [23] More than half of Americans now worry about AI's effect on the environment. [22]

What is moving · 4 of 4

Warm seas feeding trouble

High ↑

Scientists say a warmer Mediterranean makes autumn storms like this week's Barcelona floods heavier. [17] Warm water helped an algae bloom block five of Israel's six big seawater-to-drinking-water plants. [18] Ocean scientists want emergency steps to protect sea life during the strongest El Nino on record. [19]

Part of the day's signal

One pressure seen across the day runs through Climate too.

Drones have shut Saudi Arabia's oil pipeline around Hormuz and cut output at half of Russia's biggest diesel refineries

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Saudi Arabia shut its East-West pipeline on Friday 11 September after a drone attack that Saudi officials say came from Iraq. [1]

those six make about half of Russia's diesel [6]

Who is involved

Who is involved

Why it matters

Watch whether the Saudi pipeline pumps again within days, as the US energy secretary says, or takes the five to six weeks industry sources estimate. [2][1]

What's really going on

Drones from Iraq and from Ukraine are now hitting the pipelines and refineries that turn crude oil into fuel, so the shortage has moved from oil to diesel and jet fuel.

Why it works on people

A repair date like 'within days' from a government minister feels like an answer, so it sticks even when the industry people closest to the damage say five to six weeks.

Who gains

Shipping a barrel from the Gulf of Oman to China cost about $11.50 at this month's record rates, because attacks have thinned the ships willing to sail there. [9]

Who pays

Diesel runs trucks, trains and farm machines, it passed $6 a gallon for the first time, and farms were already in a fourth year of shrinking margins. [6]

Who pays

Scrapping road tax on 14.5 million vehicles costs over 2 billion euros, on top of a diesel duty cut that has already cost 2.8 billion. [11]

Nobody knows yet

How long the Saudi pipeline will stay shut.

The US energy secretary says days. Three industry sources say five to six weeks, and another says partial pumping could start sooner. Saudi Aramco did not answer questions. [2][1]

Nobody knows yet

Who ordered the drone attack on the pipeline.

Saudi officials and Iraq's government say the drones came from Iraq. President Trump said Iran was probably responsible. The reports we read name no group that launched them. [1][29][5]

Nobody knows yet

How much diesel Russia is really making.

The half-of-six figure is a Reuters calculation from fuel traders' data, not an official number. The damage from Sunday's strike on the Taneco refinery had not yet been assessed. [6]

Part of a signal

Drones and war cutting the supply of fuel

Also seen in World, Food and Money.

The whole signal →

The short version

That's the story in short.

The whole story has 13 more parts.

or swipe up for the next storyor scroll on for the next story ↓

The whole story, in 13 parts ↓

Part 1 of 13 · Who else is involved

Part 1 of 13 · Who else is involved

Part 2 of 13

The pipeline runs 1,200km across Arabia to the Red Sea.

Part 2 of 13

For six months it has been the main way Gulf oil reached buyers while the Strait of Hormuz, the sea lane out of the Gulf, stayed largely shut by the war. [1]

Part 3 of 13

It had been moving 4 to 5 million barrels a day, about 4% to 5% of all the oil the world uses. [1]

Part 4 of 13

A Reuters study of satellite pictures found three of its 11 pumping stations damaged, one more than first reported. [1]

Part 5 of 13

Three industry sources say repairs could take five to six weeks. [1]

Part 5 of 13

The US energy secretary, Chris Wright, said the outage would be measured in days. [2]

Part 6 of 13

Only four ships crossed the Strait of Hormuz on Tuesday, against a ten-day average of 18. [3]

Part 6 of 13

Before the war, the strait carried a fifth of the world's oil and liquefied gas. [3]

Part 7 of 13

Iraq's government says the drones were launched from its territory, and it dismissed a military commander in its southern Maysan province. [29][4]

Part 7 of 13

US President Donald Trump said Iran was probably responsible. [5]

Part 8 of 13

In Russia, three of the six refineries that make about half the country's diesel have cut output sharply or stopped after Ukrainian drone strikes. [6]

Part 8 of 13

The Kirishi refinery is shut, and two others run at about a quarter of normal. [6]

Part 9 of 13

On 17 September a drone attack halted the Yaroslavl refinery, 250km north-east of Moscow, by damaging the unit that handles about 40% of its crude. [7]

Part 10 of 13

The International Energy Agency (IEA), which advises rich countries on energy, says a Russian refinery was hit on average every three days in the first eight months of 2026. [6]

Part 10 of 13

Russia has limited its exports of petrol, diesel and jet fuel. [6]

Part 11 of 13

Diesel in the US passed $6 a gallon for the first time on 10 September. [6]

Part 11 of 13

Across the EU, diesel costs 38% more than a year ago and jet fuel more than twice as much. [11]

Part 12 of 13

The IEA expects world oil supply to fall 5.7 million barrels a day this year, about 6%. [8]

Part 12 of 13

Diesel is at record prices because refineries in Russia and the Middle East are damaged. [8]

Part 13 of 13

The US sells more energy than it buys and still has record diesel prices, because what is short now is refining, not crude, the Financial Times notes. [10]

Exxon expects more carbon in 2050

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ExxonMobil, one of the world's largest oil and gas companies, published its yearly energy outlook on 17 September. [12]

It now expects energy to release 30 billion tonnes of carbon dioxide a year in 2050, up from the 27 billion it forecast last year. [12]

A United Nations body says about 11 billion tonnes is the level needed to limit warming. [12] Exxon says its figure points to 2.5 to 3 degrees Celsius of warming. [12]

Why it matters

Exxon now expects coal to fade more slowly, from 25% of the world's energy to 15% by 2050, because China and other Asian countries see it as key to a secure energy supply. [12]

Why it matters

The outlook guides Exxon's own investment, and it leaves out the Iran war because Exxon says it is too early to judge. [12]

Nobody knows yet

What Exxon's outlook would say with the war counted.

Exxon left the Iran war out of its 2050 forecast because it says it needs a few more years to judge the effects. [12]

The war pushed 33 governments to act

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Thirty-three governments have adopted policies to use less oil and gas since the war on Iran began, the IEA counted as of 9 September. [13]

They include help for electric cars and heat pumps, and electric stoves in India and Indonesia to replace imported cooking gas. [13]

World greenhouse gas emissions still grew 0.2% in the first half of 2026, says Climate TRACE, a group that tracks emissions. [13]

Investment in wind and solar fell over the same months, mostly because of a drop in China. [13]

Why it matters

Countries that import fuel have paid about $330 billion more than was expected before the war, the Centre for Research on Energy and Clean Air estimates. [13]

Why it matters

Power stations gave off less carbon even so, while emissions from road transport grew. [13]

How it works

Why the last fuel crisis is costing some countries less this time

How it works

Countries that built clean power, gas storage or a fuel of their own after earlier crises are paying less for this one.

How it works · step 1 of 5

A fuel crisis makes imported energy suddenly dear

How it works · step 2 of 5

Governments build something at home in answer: storage, clean power, a fuel of their own

How it works · step 3 of 5

The crisis passes, but what they built stays standing

How it works · step 4 of 5

The next crisis costs less where those things were built, and more where they were not

How it works · step 5 of 5

What was built after a gas crisis may not help in a diesel crisis

The twist

Much of what shields a country in this crisis was built after an earlier one. Countries that built little then are paying the most now.

Seen the same day

Countries that built clean power after earlier fuel crises saved about $36 billion on imported fuel in the war's first five months, China and Japan most of all.

Seen the same day

After Russia invaded Ukraine in 2022, Europe found new gas sellers and set storage targets, and analysts say that makes this shock less severe than that one.

Seen the same day

Chile never set up a crop-fuel blend, so each oil price jump hits it in full.

Seen the same day

It is drafting one only now, while neighbouring Brazil has long run cars on ethanol.

The catch

The protection fades or misses: Germany and the Netherlands did not enforce their gas storage targets, and the US sells more energy than it buys yet has record diesel prices.

The whole

A family heating a home in Germany this winter depends on choices officials made in 2022, and they never met those officials.

The whole

What governments decide this year will set someone else's bill in the next crisis, and nobody can yet say where it will hit.

Who gains

They avoided about $36 billion of fuel imports in the war's first five months, with China and Japan saving the most. [13]

Who pays

They have paid about $330 billion more than expected before the war, with the EU, China and India paying most. [13]

Nobody knows yet

Whether the war will end up helping clean energy or fossil fuels.

Thirty-three governments passed policies to use less oil and gas, but world emissions grew 0.2% and clean investment fell. A Princeton professor told AP it is too soon to say. [13]

Europe's gas stores are 69% full

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Europe's gas storage sites are 69% full, against an average of 85% for this time of year over the last five years, the industry body Gas Infrastructure Europe says. [11]

Germany and the Netherlands, which hold 35% of the EU's storage space, are furthest behind. [11] Companies held off buying, betting the war would end quickly and prices would fall. [11]

Governments did not enforce their own storage targets. [11]

Why it matters

The European gas price is 81 euros per megawatt hour, 150% higher than a year ago. [11]

Why it matters

An expert at the Oxford Institute for Energy Studies said even a normal winter could leave storage heavily drained. [11]

How it works

After Russia invaded Ukraine in 2022, Europe found new gas sellers and set storage targets, and analysts say that makes this shock less severe than that one.

The idea, in story 3: Why the last fuel crisis is costing some countries less this time →

Nobody knows yet

Whether Europe fills its gas stores before winter.

Storage is at 69% against a usual 85%, and the answer depends on the weather. One analyst said even a normal winter could leave the stores heavily drained. [11]

A US bill to block climate lawsuits

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A committee of the US House of Representatives was due to debate and vote on 16 September on the Stop Climate Shakedowns Act, from Wyoming Republican Harriet Hageman. [15]

It would stop damages suits against companies that mine, refine, move or sell energy. [15]

It says linking their emissions to disasters lacks scientific credibility, a claim decades of research contradict, Inside Climate News reports. [15]

Senator Ted Cruz of Texas and three other Republicans have a matching Senate bill. [15]

Why it matters

Eleven US states, Washington DC and dozens of cities and counties have sued oil companies for deceiving the public about climate change. [15]

Why it matters

The US Supreme Court hears one of those suits, Boulder County in Colorado against Suncor and ExxonMobil, on 5 October. [15]

Who gains

The Stop Climate Shakedowns Act would give them broad immunity from damages suits over climate disasters. [15]

Who pays

Boulder County's case against Suncor and ExxonMobil, over heat and wildfire costs, reaches the US Supreme Court on 5 October while Congress weighs a ban on such suits. [15]

Nobody knows yet

Whether the US liability bill moved.

The House committee was due to vote on 16 September, and the report we read was written before the vote. [15]

US data centres could out-burn most countries

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Gas burned to power US data centres will grow by 15 billion cubic feet a day in the ten years to 2035, BloombergNEF says. [21]

That is more gas than any country uses today except China, Russia, Iran and the US itself. [21]

It is more than double the 6.9 billion cubic feet BloombergNEF forecast in December. [21] The new figure already assumes many planned projects are never built. [21]

Why it matters

Data centres are the warehouses of computers that run AI and online services, and gas is now the fuel being planned for them. [21]

Why it matters

The forecast more than doubled in nine months. [21]

Floods hit Barcelona and Valencia

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Torrential rain and flash floods hit north-eastern Spain this week. [17] A man died west of Barcelona when a stream swept away his car. [17]

Spain's weather agency put Barcelona's coast on red alert, and parts of Valencia had more than 70mm of rain in half an hour. [17]

Valencia suspended every metro line and closed its airport for several hours. [17]

Why it matters

The storm follows Spain's hottest summer on record, and scientists say a warmer Mediterranean gives off more water and so feeds heavier rain. [17]

Why it matters

Floods in Valencia killed more than 230 people less than two years ago. [17]

Algae shut Israel's drinking-water plants

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A bloom of tiny algae that grew to 100km long clogged the filters of five of Israel's six big desalination plants, which turn seawater into drinking water. [18]

The six make more than 60% of Israel's drinking water. [18]

They are running again, but only at up to half their capacity, and the algae is still there after almost three weeks. [18]

Experts think it came from the Nile Delta and spread in warmer-than-normal water. [18]

Why it matters

Some researchers suggest sewage from Gaza's destroyed treatment plants fed the bloom, though one called it early days. [18] Mekorot, Israel's national water company, says 99% of households had no shortage. [18]

Why it matters

Doctors Without Borders reports that Israeli bombing has destroyed 90% of Gaza's water and sanitation system. [18]

Nobody knows yet

What caused the algae bloom that shut Israel's water plants.

Experts point to warm water and a current from the Nile Delta. Some suggest sewage from Gaza's destroyed plants, and one of them called it early days. [18]

Good news

Israel's desalination plants are running again, at up to half their capacity, after algae clogged five of the six, and 99% of homes had no water shortage.

The US House votes against California's ship rules

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The US House of Representatives voted 216 to 211 on 15 September to cancel California's permission to enforce its clean-ship rules. [16]

The rules make big ships docked at Los Angeles, Long Beach and Richmond switch off their diesel engines and plug into the power grid. [16]

Where that is impossible, dock operators must catch nearly all the exhaust. [16] California may set stricter pollution rules only with permission from the US environment agency. [16]

Why it matters

Docked ships run diesel engines around the clock, and the soot and cancer-causing chemicals drift into the neighbourhoods beside the ports. [16]

Why it matters

Congress and President Trump already blocked California's ban on new petrol car sales from 2035. [16]

Who gains

If the House vote stands, they would no longer have to switch off diesel engines and plug in while docked. [16]

Who pays

Docked ships run diesel engines around the clock, and the soot drifts into nearby homes; the House voted to cancel the rule that stops it. [16]

Scientists ask for emergency help for sea life

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Ocean scientists, among them Michael Meredith of the British Antarctic Survey, have called for emergency action to protect sea life. [19]

They warn that the strongest El Nino ever recorded, a natural swing that warms the Pacific, is heating the ocean to levels never seen before. [19]

Their ideas include cutting fishing quotas, taking endangered species out of the water, and testing geoengineering, which means deliberately changing nature to cool it. [19]

Why it matters

Their paper is being sent to officials in the UK, the US and other governments. [19] Meredith says the sooner action comes, the better. [19]

Chile drafts an ethanol blend

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Chile's energy ministry has drafted a plan to mix 10% ethanol, a fuel made from crops, into petrol, according to a memo seen by Reuters. [14]

Chile imported 181,000 barrels of crude a day in 2025, and the world oil price has gone from about $73 before the war to over $105. [14]

The switch could cut the Chilean government's fuel costs by about $107 million a year. [14] ENAP, the state oil company, would need to spend about $10.8 million to adapt. [14]

Why it matters

Chile lacks the land to grow its own ethanol crops and would import it, mostly from Argentina and Bolivia. [14]

Why it matters

Chile's own ministry memo says the move replaces one import dependency with another. [14]

How it works

Chile never set up a crop-fuel blend, so each oil price jump hits it in full. It is drafting one only now, while neighbouring Brazil has long run cars on ethanol.

The idea, in story 3: Why the last fuel crisis is costing some countries less this time →

Who gains

They already supply most of Chile's ethanol, and a 10% blend would need far more of it. [14]

The EU asks China to cap hybrid car sales

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The European Union has asked China to voluntarily hold its hybrid car sales to about 15% of the EU market, the Financial Times reported on 17 September. [24]

Hybrids run on both a battery and a petrol engine. [24] An EU official said that if China will not limit its exports, the EU will. [24]

Commission President Ursula von der Leyen said the EU's goods trade deficit with China was 360.6 billion euros last year. [24]

Why it matters

The EU says Chinese factories make far more cars, batteries and chemicals than buyers need, and that Europe is losing industry because of it. [24] China calls those complaints protectionism. [24]

Stopping forest loss beats replanting

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A study in the journal Science compared three ways of protecting the Brazilian Amazon: stopping clearing, stopping fires and logging, and replanting cleared land. [20]

Stopping the clearing did the most for stored carbon and gave the best value for money. [20]

Stopping fires and logging did the most for wildlife, and replanting did least on both counts. [20]

The team used field surveys and satellite pictures along the edge where forest is being cleared. [20]

Why it matters

Only all three together reversed the losses of wildlife and carbon, so replanting still has a job to do. [20]

Why it matters

Cleared and burned tropical forests are turning from places that soak up carbon into places that give it off, the paper says. [20]

More Americans worry about AI's footprint

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53% of Americans are extremely or very concerned about AI's effect on the environment, up from 41% last year, an AP-NORC and University of Chicago poll found. [22]

About two-thirds of Democrats say so, against about half of independents and four in ten Republicans. [22]

Most new data centres are planned for rural areas, though 87% of today's sit in cities, a Pew analysis found. [22]

Why it matters

Only about three in ten adults are as worried about meat or flying. [22] Most Americans in the poll support limits on new data centres. [22]

The EU warns a Chinese-owned miner over nickel

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The European Commission, the EU's executive, formally warned MMG, a Hong Kong-listed miner controlled by the Chinese state, over its plan to buy Anglo American's nickel business in Brazil. [25]

It fears MMG could send the low-carbon ferronickel, an iron-nickel metal used for stainless steel, to Chinese steelmakers instead of European ones. [25] Anglo American said it was disappointed. [25]

MMG says it is willing to guarantee long-term supply to European customers. [25]

Why it matters

The EU says it relies on China for metals it needs for defence, technology and renewable energy. [25] This case uses its competition powers to protect that supply. [25]

Canada widens a tax break to pipelines

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Canada's Prime Minister Mark Carney is widening a major tax write-off to cover oil and gas pipelines, mining property and more, Bloomberg reported. [28]

The write-off lets companies deduct the cost of an investment from their taxes faster. [28]

Carney announced it on 15 September at an investment summit in Toronto, where dozens of firms met to discuss stakes in Canadian projects. [28]

Why it matters

A faster deduction makes a new pipeline cheaper for its builder in the first years, because the tax saving arrives sooner. [28]

Meta buys a new Texas solar farm's power

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Meta, the owner of Facebook, agreed to buy the power from a 144-megawatt solar farm Apex Clean Energy is building in Gonzales County, Texas. [23]

Meta gets all the renewable credits, the certificates that let a buyer count the power as clean. [23]

Apex says the farm would not have been built without Meta's promise to buy. [23] The two companies now have 1.2 gigawatts of projects in five US states. [23]

Why it matters

Meta is spending over $10 billion on a data centre in El Paso, Texas. [23] Apex says the farm starts in 2027, while the Texas grid operator's list says January 2028. [23]

A Volkswagen test car goes 1,278km on one charge

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Volkswagen drove a test car, the Mission Efficiency, 1,278km from Wolfsburg in Germany to Vienna on one charge, arriving with 164km of range left. [26]

A German records body verified three world records, including 6.89 kilowatt-hours per 100km in real driving. [26] The car is built from the parts of VW's new small ID.

Polo, with a modest 54.9 kilowatt-hour battery. [26]

Why it matters

Most of the range comes from the car's teardrop shape, not a bigger battery. [26] Above 80km/h it uses more than 30% less energy than a normal ID.

Why it matters

Polo, VW says. [26]

Good news

A Volkswagen test car drove 1,278 kilometres from Wolfsburg to Vienna on one battery charge and arrived with 164 kilometres to spare.

Iceland plans a bill to end whaling

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Iceland's government said earlier this month it will put a bill to parliament in February that could ban whaling for good. [27]

Iceland is one of only three countries, with Norway and Japan, that allow commercial whale hunts. [27]

Hvalur, its last whaling company, has caught 85 fin whales this season against a quota of 150. [27] Its head, Loftsson, says earlier bills to ban whaling all came to nothing. [27]

Why it matters

Icelanders are split: 41% oppose whaling and a third support it, a June poll found. [27]

Why it matters

Fin whales, the second-largest animal on Earth, are listed as vulnerable worldwide but healthy in the North Atlantic. [27]

The truth, across the day

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What's really going on

The countries paying least are the ones that built clean power, gas storage or their own fuels after earlier crises, while Chile, which never set up a crop-fuel blend, is only now drafting one.

More good news from the day

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Good news

Power stations around the world gave off less carbon dioxide in the first half of 2026 than a year before, even with the war driving up the price of gas.

Good news

Countries that built clean power after earlier fuel crises spent about $36 billion less on imported fuel in the war's first five months, China and Japan most of all.

That's the whole Climate day.

19 stories, 29 sources.