Energy Blogs and Articles
Energy Blogs and Articles
Energy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The oilfield services sector is splitting into two strategic camps. Hedgehog‑type offshore firms are staying disciplined, concentrating on core capabilities and shunning the AI‑driven capex rush. Fox‑type companies are scattering resources into AI projects, creating complexity and exposure to a potential downturn. This divergence is forging an oligopolistic structure around a handful of focused players such as Transocean and TechnipFMC.
The United States is advancing its first new coal‑fired power plant since 2013 with the 1.25‑gigawatt Terra Energy Center in Alaska. A $1 billion boiler contract with Hyundai Heavy Industries and a $500 million equity pledge from Korean firm KOREIT fund the...
Donut Labs announced a solid‑state battery that it says reaches 400 Wh/kg, a level far above the 250‑300 Wh/kg typical of today’s lithium‑ion cells. The company also touts thermal stability and fast‑charging, but it has not released voltage profiles or third‑party test...
Vermilion Energy Inc. (NYSE:VET) surged to a two‑year high after a missile attack on Qatar’s Ras Laffan LNG hub triggered a 1.72% jump in global LNG prices to $3.12/MMBtu. The stock peaked at $14.69 and closed up 14.35% at $14.42. The...
The U.S. biodiesel sector has struggled with pandemic fallout, rising renewable diesel competition, and the 2023 RIN cliff, prompting several plant closures. Recent state and federal tax credits—particularly Iowa’s production credit, the Small Agri Producer credit, and the new 45Z...
The Australian government is weighing a windfall tax on gas company profits, with Treasury conducting modelling ahead of the May 2026 budget. Finance Minister Jim Chalmers will ultimately decide whether to introduce the levy. Meanwhile, Energy Minister Katy Bowen says her...
The Daily Energy Report reframes Hormuz Strait risk by emphasizing crude quality over sheer volume, noting medium‑sour grades now dominate exports while light‑sour streams like Murban remain niche. Asia faces the steepest impact from any Hormuz disruption, prompting tighter crack...
America First Refining’s founder John Calce discussed the launch of a new refinery in Brownsville, Texas, built to process the light, sweet crude from the Permian Basin. The project, financed in partnership with India’s Reliance, overcame a seven‑year permitting process...
Energy prices have surged dramatically as oil climbs above $115 per barrel and LNG spikes across Europe and Asia. Physical attacks on Qatar’s LNG facilities, Iran’s South Pars field, and infrastructure in Kuwait, Oman, and the UAE have taken roughly...
The European Commission has unveiled an emergency toolbox of subsidies, tax cuts, price caps, and relaxed aid rules to help member states, including Greece, cope with soaring energy costs. The package aims to shield households and businesses while easing the...
Mediterranean Shipping Company (MSC) has officially secured a 50% stake in Sinokor Maritime, confirming the speculation around Sinokor's aggressive VLCC acquisitions. The partnership, signed on February 2, 2026, is structured through MSC's Luxembourg entity SAS Shipping Agencies Services, with Sinokor...
Petrobras has deepened its additive‑manufacturing strategy by partnering with 3DCRIAR to run fully outsourced polymer 3D‑printing labs at its CENPES research center and across five coastal hubs. The labs create a digital inventory of validated part designs that can be...
Iranian forces launched a missile that struck Qatar’s Ras Laffan LNG complex, the world’s largest liquefied natural gas plant, causing extensive damage and prompting fears of a prolonged supply shock. The attack follows Israel’s strike on Iran’s South Pars field, escalating a...
The latest US weekly oil report shows crude inventories rising by 3.2 million barrels, while exports climbed to 4.1 million barrels per day. Imports slipped 0.5 million barrels, marking the lowest level since 2022. Refinery utilization surged to 92%, approaching...
Zimbabwe’s cabinet approved a comprehensive energy governance framework that formalises captive power generation for mines through the Own‑Consumption Licensing Regulations 2026. The rules give legal certainty, set quality standards for solar installations, and require large consumers to monitor and report...
Xanadu Quantum Technologies, together with the University of Toronto and the National Research Council of Canada, unveiled a fault‑tolerant quantum algorithm that simulates resonant inelastic X‑ray scattering (RIXS) for lithium‑rich cathode materials. The pre‑print demonstrates that the method can model...
Israel launched an airstrike on Iran’s South Pars gasfield, a hub that generates roughly 20% of the nation’s electricity. Tehran retaliated by threatening attacks on oil and gas infrastructure throughout the Gulf region. The exchange is part of a broader...
The Islamic Revolutionary Guard Corps announced a shift to sustained attacks on U.S. and allied energy infrastructure, framing the move as retaliation for strikes on Iran's own facilities. The IRGC warned that any further aggression will trigger systematic destruction of...
The Interior Department announced that the Endangered Species Committee, known as the "God Squad," will meet on March 31 to consider an exemption for Gulf of Mexico oil and gas drilling under the Endangered Species Act. The request targets projects...
Disruption in the Strait of Hormuz has constrained tanker flows, cutting roughly 20% of global LNG supply. The shutdown of Qatar’s Ras Laffan plant and reduced transit capacity have driven sharp price spikes across Asian and European markets. Approximately 90%...
Researchers at Tel Aviv University have unveiled a single‑step laser technique that fabricates prelithiated silicon‑graphene anodes under ambient conditions. The process embeds lithium directly into silicon nanoparticles within a graphene matrix, eliminating binders, conductive additives, and multi‑step chemistries. Resulting electrodes...
Dr. Ed’s latest webcast, featuring Eric Wallerstein, assesses the impact of the Strait of Hormuz tension on energy markets. He argues that the perceived blockade is less severe, with oil supply disruptions roughly half of worst‑case estimates. Iran’s decision to...
The latest analysis shows new-well returns in Russia rebounding after a sharp dip, driven by the Iran crisis that has more than doubled Russian oil prices while the ruble weakens. Using the Marginal Well Model, the author demonstrates that the...
A potential war in Iran is sending shockwaves through the Asia‑Pacific as the region’s heavy reliance on Middle Eastern oil, LNG and petrochemicals makes the closure of the Strait of Hormuz a catalyst for inflation, supply‑chain strain and strategic uncertainty....
The closure of the Strait of Hormuz and QatarEnergy’s force‑majeure on LNG have removed roughly 20% of global supply, sending European gas prices soaring to double their previous levels. In reaction, EU policymakers are softening carbon‑pricing mechanisms and methane measurement...
Zimbabwe’s government announced it will finalize the Petroleum Production Sharing Agreement with Australian explorer Invictus Energy by the end of 2026, extending earlier timelines. The PPSA is the legal cornerstone that will allow Invictus to move its Cabora Bassa project...
Australian grain markets are holding steady, with wheat around $300‑$330 per tonne and barley modestly firmer, while canola trades in the high $600s‑low $700s. In stark contrast, energy commodities have surged—crude oil sits near $95 a barrel, up about 50 %...
Cuba's power grid collapsed, leaving roughly 10 million people in darkness amid a U.S. oil embargo. President Trump publicly threatened to "take" Cuba, while Havana announced reforms to invite diaspora investment and permit U.S. commercial activity. At the same time, Colombian...
The uranium market is entering a critical juncture as nuclear power demand accelerates while supply tightens. At the PDAC conference, Cameco’s president and a UxC analyst warned that structural constraints—geopolitical disruptions and project development risks—could reshape pricing and security for...
Japanese firms Sumitomo Corporation, Kawasaki Kisen Kaisha (K LINE) and NYK Line have signed a memorandum of understanding to develop an ammonia bunkering vessel in Singapore. The partners will commence a Front‑End Engineering Design (FEED) study to define technical specifications, safety...
In March 2024 the Trump administration approved two controversial oil projects within 24 hours: BP’s Kaskida deepwater field in the Gulf of Mexico and the restart of the Santa Ynez offshore pipeline in California using the Defense Production Act. Kaskida, the...
Standard Bank, Africa’s largest bank by assets, has partnered with independent power producer Anthem to finance the Notsi solar project, South Africa’s biggest single‑phase photovoltaic development. The 475 MW facility in the Free State will supply clean power to commercial and...
Politicians in the House and Senate trimmed federal solar and wind tax credits in the 2024 budget, known as the “Big Beautiful Bill.” The cuts limit new subsidy‑eligible projects after July 2026, restoring market signals for reliable baseload generation. Following the...
The latest energy briefing highlights three volatile developments: heightened naval tension around the Strait of Hormuz that could choke oil flows, a massive electric‑vehicle battery fire that reignites safety concerns, and political intrigue in Venezuela that may reshape its oil...
The Trump administration entered the Iran war without a clear strategy for a potential closure of the Strait of Hormuz, a chokepoint that moves about 20% of global oil. Iran’s shutdown of the strait pushed Brent crude above $100 per...
European electricity markets are showing price resilience as wind and solar capacity expands. In Germany and France, power prices fell last week even as oil prices surged, contrasting with earlier spikes driven by natural‑gas volatility. Continued renewable investment is dampening...
Kevin Hassett highlighted on CBS Face the Nation that oil futures are pricing a rapid decline in oil prices, even as spot gasoline prices surge due to current Strait disruptions. The forward curve suggests Brent will not revert to its pre‑war...
Oil markets cooled as a few tankers slipped through the Strait of Hormuz, easing the panic that had driven Brent toward $100 per barrel. The shift from a full‑blow blockade narrative to constrained flow reduced downside risk, but the market...
Australia’s Defence Minister Richard Marles has stopped short of dismissing fuel rationing as the Iran‑Israel conflict drags into its third week, stoking concerns over domestic supply. While officials claim there is no immediate shortage, global oil markets are already feeling pressure...
The Gulf region is sliding into recession as refined fuel prices surge amid tightening global energy markets. Distillates such as diesel and jet fuel have risen far faster than crude, with some products nearly tripling in cost. The sharp price...
Kevin Hassett told CBS’s Face the Nation that the US economy will not be harmed by the US‑Israel‑Iran conflict, citing abundant domestic oil production and a steep decline in futures‑based oil prices. He argued the temporary 20% disruption to global...
A new study by the INGAA Foundation estimates that the United States and Canada will require roughly $1 trillion in new pipeline capital by 2052, translating to $40‑48 billion annually. The analysis, conducted with the University of Houston, Wood and ESMIA, evaluates...
The latest episode of Dan Heath’s podcast *What It’s Like to Be…* spotlights Elden Rivas, a veteran lineman in Houston, Texas, as he recounts restoring power after a tornado, working from helicopters in Faraday suits, and surviving a collapsing utility...
ThreeV has launched an AI‑powered computer‑vision platform that automates inspections for power and utility assets. The Multi‑Sensory Asset Intelligence Platform digitizes the entire inspection workflow, turning field‑captured visual data into actionable insights. By detecting equipment failures early, it aims to...
President Trump has pressed allies for US warship escorts through the Strait of Hormuz, but Japan and Australia have declined the request. Drone strikes have forced a shutdown of oil loading at Fujairah and disrupted Dubai airport operations, prompting Saudi...
The post critiques Germany’s Energiewende, arguing it has spurred industrial decline and shifted carbon emissions to China. It also highlights UK Environment Minister Ed Miliband’s evasive remarks on rising petrol prices. The title references NATO’s “you break it, you own...
The article notes that oil, when priced in gold, sits at only 26% of its long‑term value, implying a potential 300% rebound to pre‑Bretton Woods levels last seen in 2014. It warns that a shutdown of the Straits of Hormuz...
Woodside Energy has poured roughly $40 billion into oil and gas exploration since 2020, while continuing to market LNG as a bridge fuel for Asia’s power sector. Activist group Market Forces and shareholders argue that this strategy contradicts the company’s own...
The chart shows U.S. petroleum intensity of real GDP falling sharply since its 1973 peak, with overall energy intensity also on a long‑term decline. This reduction means that oil price shocks now have a muted effect on output and inflation...
Australian gas prices have stabilized at $10 per gigajoule, easing short‑term market concerns. Analysts believe the East Coast export cartel is unlikely to repeat the price spikes seen during the Ukraine war, given heightened public scrutiny. However, the author warns...
