Energy Blogs and Articles
Energy Blogs and Articles
Energy Pulse
EMAIL DIGESTS
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Australia’s diesel imports remain strong, with about 5.8 million tonnes expected by the end of March 2026 – the second‑largest first‑quarter volume on record. Real‑time tanker tracking from LSEG Vessel Explorer captures roughly 90 % of these shipments, confirming that physical supply is within normal ranges despite volatile global markets. Reported fuel shortages are confined to regional distribution bottlenecks caused by sudden spikes in consumer stockpiling. Consequently, the current challenge is more about price pressure and behavioural responses than a national supply deficit.
Canadian Prime Minister Mark Carney urged Australia to treat Canada as a strategic collaborator rather than a competitor, highlighting the potential of joint action in mining and critical minerals. Together the two middle powers already supply roughly one‑third of the...
Canada’s battery supply chain is hampered by a lack of domestic graphite refining, with 90% of battery‑grade graphite processed in China. Nouveau Monde Graphite (NMG) is launching a Phase‑2 mine and battery material plant in Bécancour, Quebec, backed by federal...
Independent senator David Pocock highlighted that Australia’s Petroleum Resource Rent Tax on offshore gas exports generates less revenue than the excise on beer. Treasury Deputy Secretary Shane Johnson confirmed the comparison during a February Senate estimates hearing. The revelation underscores...
The G‑7 is debating a coordinated release of 300‑400 million barrels from IEA strategic petroleum reserves to mitigate the Hormuz supply crisis. Historical draw‑down rates have never exceeded about 2 million barrels per day, meaning the release would cover only a fraction...
Diesel prices jumped nearly a dollar, with the EIA reporting a national average of $4.86 per gallon for the week ending March 9, the highest level since December 2022 and approaching the $5 mark. California remained the costliest market at $6.10 per...
An analyst cited by the Wall Street Journal estimates that if the U.S.-Israeli conflict with Iran ended today, shipping traffic in the Persian Gulf would normalize in about two weeks and oil production would return to pre‑war levels within two...
Gasoline prices jumped 25% since the January low, reaching $3.63 per gallon—the highest level since June 2024, while diesel surged 40% to $4.86, its highest since October 2022. The spike is driven largely by station profit‑margin adjustments rather than a supply crunch,...
VoltaGrid has installed 210 Jenbacher J624 reciprocating engines in Shackelford County, Texas, delivering 700 MW of natural‑gas power for OpenAI and Oracle’s Project Frontier, a behind‑the‑meter micro‑grid that avoids ERCOT’s grid. Because Texas regulators approve the air permit through emissions registration...
Geopolitical tension in the Strait of Hormuz has triggered a dramatic spike in spot LNG charter rates, soaring 600% to about $300,000 per day, the highest since the 2022 gas crisis. Analysts estimate a potential 20% reduction in global LNG...
President Donald Trump’s claim that the U.S.–Israel‑Iran war will end soon helped reverse a sharp oil rally, pulling Brent crude down more than 7% to around $92 a barrel. Iran vowed to halt all Gulf oil exports, while attacks on...
Oil markets saw a dramatic intraday swing, spiking to nearly $120 per barrel before plunging over 30% to the low $80s as fears of an Iran‑related supply shock receded. The Department of Justice charged two Pennsylvania men with an ISIS‑inspired...
Futures across several markets, including agriculture, opened weaker as energy prices corrected following President Trump’s remarks that the Iran conflict may be winding down. Crude fell nearly $8 per barrel amid expectations of strategic reserve releases and possible easing of...
Energy stocks typically fall in absolute terms during an oil‑driven recession but still outperform the broader S&P 500. Historical data shows a three‑month rally after a shock, a four‑month decline, and a relative bottom about seven months later. The 1973‑74 OPEC...
The UK Ministry of Defence forecasts that sustainable aviation fuel (SAF) will cost roughly $1.62 per litre in 2025, rising to $1.81 by 2040, more than double the price of conventional Jet A‑1 fuel, which is projected at $0.56 per...
Oil is trading at just 26% of its 1950 post‑war real value, making it exceptionally cheap despite a nominal price that has multiplied 38 times since then. The only period it was cheaper in real terms was during the Covid‑19...
The Port of Newcastle earned a perfect 100 percent GRESB rating, yet 96 percent of its 13 million tonnes of January 2026 exports were coal, highlighting a stark sustainability paradox. In contrast, Kmart announced that every Australian store, distribution centre and office now...
The ongoing Middle East conflict is driving a sharp rise in global energy prices, underscoring Vaclav Smil’s view that energy functions as civilization’s universal currency. Higher gasoline costs in the United States illustrate the immediate market impact, while the war’s ripple...
Australia is confronting a three‑pronged energy price surge, with petrol and diesel now topping $2 per litre in most capital cities. Gas and electricity costs are also climbing, adding pressure to household and business budgets. The spike follows a sharp...
Australian Q2 electricity contract prices surged this week, with the New South Wales (NSW) market showing the sharpest increase. The rise follows the onset of the Middle East conflict, which analysts say is filtering through to Australian energy pricing. ez2view...
Australian gas prices plunged in the first quarter of 2026, driving wholesale electricity costs down from an average $116 M/h to $60 M/h. The lower power component is projected to shave roughly 20% off residential and commercial utility bills, with the regulated...
The Group of Seven announced plans to tap the U.S. Strategic Petroleum Reserve, releasing 300‑400 million barrels of crude. The volume represents roughly a quarter of the SPR, comparable to the remaining U.S. stockpile. French Finance Minister Roland Lescure said the bloc...
U.S. President Donald Trump’s remarks that the conflict with Iran is “very complete” sent oil markets tumbling. Crude futures dropped about 6.9%, settling at $84.62 a barrel, the steepest decline in weeks. Trump claimed U.S. forces had neutralized Iranian naval...
At the PDAC conference, Homerun Resources announced it is close to completing a bankable feasibility study for Latin America’s first antimony‑free solar‑glass manufacturing facility in Bahia, Brazil. The project leverages a high‑purity, low‑iron silica deposit that contains under 10 ppm iron,...
Oil prices surged above $100 per barrel as the Iran‑US‑Israel conflict intensifies, leaving the Strait of Hormuz gridlocked. G7 finance ministers are meeting to discuss a coordinated release of strategic oil reserves, while the Federal Reserve and European Central Bank...
G7 finance ministers said they will keep monitoring oil markets and stand ready to release strategic petroleum reserves if needed. Crude oil peaked at $119.48, fell to $96.24, and now trades near $100. The price is 16% lower than its...
Greenko, the GIC‑backed Indian renewable developer, is weighing a roughly $1 billion initial public offering that could launch as early as this year. The firm currently operates about 11 GW of renewable capacity across 20 states and has another 20 GW under construction....
The article examines how the ongoing war in Iran could affect global oil markets, noting that 20% of world oil transits the Strait of Hormuz. While markets have so far responded calmly, a prolonged conflict may tighten supply and lift...
IEA chief Fatih Birol told markets there is ample oil, emphasizing that the current challenge is logistical rather than a supply glut. The comment came as a tanker blockage in the Persian Gulf sparked fears of excess inventories. Birol also...
The Middle East conflict triggered the biggest one‑week jump in oil prices on record, pushing WTI crude above $92 a barrel. At the same time, U.S. economic data revealed the worst monthly job loss since the pandemic, with 92,000 positions...
Oil futures surged nearly 20% on Monday, with Brent touching $111 and WTI $106, the highest levels since 2022. The spike follows the abrupt closure of the Strait of Hormuz, cutting roughly 20% of global oil and gas shipments. Asian...
Higher oil prices are increasingly aligning with rising interest rates, intensifying inflation pressures and prompting risk‑off sentiment across equity markets. Geopolitical shocks that push oil spikes tend to depress risk assets, though the effect fades once oil stabilises. The latest...
National Energy Services Reunited Corp. (NESR) posted fiscal Q4 and full‑year 2025 results that beat expectations, with revenue rising to $398.3 million and operating cash flow increasing 15.2% year‑over‑year. UBS lifted its price target to $31 and kept a Buy rating,...
Select Water Solutions (WTTR) received upbeat analyst upgrades after delivering strong fiscal Q4 results. Piper Sandler raised its price target to $16, maintaining an Overweight stance, while Citi lifted its target to $16.50 and reaffirmed a Buy rating. Both firms...
Citi raised its price target on Cactus, Inc. (WHD) to $63 from $55, keeping a Buy rating after a solid fiscal Q4 report. Barclays also lifted its target to $62, calling the recent share sell‑off an overreaction. The company posted...
Flowco Holdings Inc. completed its acquisition of Valiant Artificial Lift Solutions on March 3, paying roughly $200 million in total consideration. The deal was funded with $170 million of cash from its ABL facility and about 1.5 million Flowco Class A shares. Analysts responded positively,...
Northland Investment Management reduced its price target on Vitesse Energy (VTS) to $19 from $20, maintaining a Market Perform rating. The adjustment follows VTS’s fiscal Q4 2025 results, which fell short of expectations, and a 2026 guidance that trims capital...
South Korean President Lee Jae‑Myung announced the first fuel‑price cap in three decades as Brent crude breached $100 a barrel amid the Middle East conflict. Taiwan’s government simultaneously introduced a weekly cap limiting gasoline price hikes to roughly 5%, far...
The United Kingdom’s gas storage has plunged to roughly two days of supply, with reserves falling from 18,000 GWh last year to about 6,700 GWh today. A similar volume of liquefied natural gas (LNG) sits in storage, but the overall buffer is...
In 2025 the United States exported roughly 10.7 million barrels of crude oil and petroleum products per day, surpassing imports of about 7.9 million barrels—a net export surplus of 2.8 million barrels daily. This marks the first full year the U.S. has been...
The Iran conflict has escalated from direct military exchanges to sustained attacks on critical infrastructure, including oil storage facilities, airports and desalination plants across Iran and neighboring Gulf states. These strikes, combined with ongoing constraints on commercial traffic through the...
On 23 February 2026 Aula Energy announced the purchase of Lightsource BP’s roughly 1 GW solar farm portfolio. The deal includes five operating farms – Wellington (200 MW), Wellington North (400 MW), West Wyalong (107 MW) in NSW, Woolooga (210 MW) in Queensland and Wunghnu (90 MW) in Victoria – together...
Brent prompt futures opened above $108 per barrel on NYMEX, marking a notable price surge. The rally is driven by OPEC+ output cuts, lingering Middle East tensions, and a weakening dollar that favors commodities. Analysts warn the $108 level could...
The ongoing war in Iran and attacks on Gulf oil infrastructure are tightening global supply, especially as the Strait of Hormuz—through which roughly 30% of world oil passes—has been effectively shut down. U.S. retail gasoline has already risen to $3.45...
Anas Alhajji warns that the escalating Iran war could push oil prices to unprecedented levels, potentially driving Brent above $120 per barrel. He cites a likely sharp reduction in Iranian output and limited OPEC spare capacity as key supply constraints....
A recent video analysis highlights a sharp oil price shock, driven by escalating Middle‑East tensions, that pushed crude above 10% in a single week. Simultaneously, the market for exchange‑grade silver bars is tightening, with inventories down roughly 15% as industrial...
The sudden closure of the Strait of Hormuz disrupted roughly 700 oil cargoes, representing about $40 billion in trade, and exposed the vulnerability of Europe’s post‑2022 energy strategy. Simultaneously, Russia warned it could exit the European market before any formal ban,...
Tesla is set to construct its largest Supercharger hub, Eddie World 2, in Yermo, California, featuring over 400 V4 charging stalls across six phases. Phase 1 will begin later this year with 72 high‑power stalls, expanding to more than double the current...
The U.S. Department of Energy announced the restart of the HB‑Line facility at the Savannah River Site to fabricate mixed‑oxide (MOX) fuel from surplus plutonium. The move restores a unique national capability, aiming to supply advanced reactors with a faster‑path,...
Despite a broader rollback of renewable-friendly policies, the Trump administration has accelerated efforts to build a domestic critical‑minerals stockpile. The move targets metals essential for both advanced military hardware and clean‑energy technologies, aiming to reduce U.S. reliance on China. By...
