U.S. LNG Exports Soar to Record Levels
U.S. liquefied natural gas (LNG) exports surged to a record 11.7 million metric tons in March 2026, driven by panic buying after missile and drone attacks on Qatar’s Ras Laffan Industrial City. Louisiana’s export terminals handled 1.8 million more tons than a year earlier, accounting for roughly 61% of all U.S. shipments. Europe remained the primary market, absorbing about 7.5 million tons or 64% of the total. High international price premiums over the stable $3 per MMBtu Henry Hub price spurred near‑full utilization of U.S. LNG facilities.
The Floating Offshore Wind Catastrophe
The California Coastal Commission released a report titled “Statewide Strategy for the Coexistence of California Fishing Communities and Offshore Wind Energy.” The document provides a guiding framework to align proposed floating offshore wind projects with Coastal Act policies while protecting...
Could EVs Hit 50% in Europe?
A draft EU regulation requiring large companies to electrify their vehicle fleets could generate about 2 million additional electric‑vehicle registrations by 2030, covering 57% of the sales volume automakers need to meet EU CO₂ targets. If the Commission leaves the proposal...
Why Gasoline Prices Don't Fall as Quickly as Crude
U.S. gasoline prices remain elevated despite recent softening in crude oil markets. Drivers across the country are paying around $5 per gallon, with California often exceeding $6. The lag is driven by refinery margins, seasonal demand, and logistical constraints. Even...
The Race to Build New Nuclear Reactors — Fast
Executives in the nuclear sector are racing to construct new reactors at unprecedented speed to meet the surging electricity demand from AI data centers. The industry faces mounting regulatory, supply‑chain, and financing hurdles, prompting a shift toward standardized, factory‑built designs...
Hardly Any Ships Getting Through Strait of Hormuz
Ship traffic through the Strait of Hormuz has plummeted to historic lows, with daily transits now under ten vessels—a roughly 70% decline from pre‑conflict levels. The slowdown follows heightened Iranian missile threats and tighter naval inspections, prompting many carriers to...
Did America Lose Yet Another War?
U.S. President Donald Trump threatened a catastrophic strike on Tuesday, then reversed course, announcing a two‑week pause to the planned operation. The delay opens a diplomatic window for the United States, Iran and Israel to negotiate a cease‑fire. While the...
JPMorgan: 'National Security Risk' In Aging Grid
JPMorgan Chase warns that the United States’ aging electricity grid has become a national security risk, vulnerable to extreme weather, cyber‑attacks and equipment failure. The bank’s internal report, seen by Bloomberg, highlights that many transmission and distribution assets are decades...
The Iran War Is Also a Climate War
The United States and Israel’s strike on Iran has resulted in hundreds of deaths, including 175 schoolgirls and teachers, and has ignited a broader discussion about the war’s climate dimensions. Military operations are driving a surge in carbon emissions while...
The Carbon Bureaucracy Nobody Voted For
The International Organization for Standardization (ISO) is drafting a global carbon accounting framework that could become the default metric for U.S. corporations’ emissions reporting. The initiative is proceeding behind the scenes in Geneva, with no public hearings or congressional oversight....
Trump Has Lied About National Debt
Ten years ago Donald Trump vowed to erase the U.S. national debt within eight years, a pledge that has not materialized. Instead, the gross federal debt has roughly doubled, climbing from about $19 trillion to more than $39 trillion. A significant portion...
Alternatives Standing on Their Own
Conservative critics who once demanded subsidies for renewable energy now observe that solar, wind and other alternatives are becoming financially self‑sufficient. Declining technology costs and improved capacity factors have allowed clean power to compete with fossil fuels on pure market...
The Genesis Revitalizing U.S. Scientific Research
The Department of Energy unveiled the Genesis Mission, a sweeping program to democratize access to advanced high‑performance computing for U.S. scientific research. Announced one day after NASA’s Artemis 2 lunar launch, Genesis aims to create a nationwide cloud‑based HPC platform open...
Wind/Solar Cost Texans $766M Extra in 17 Hours
Winter Storm Fern forced Texas to import an additional $766 million worth of electricity over a 17‑hour period. The U.S. Department of Energy reported that during the storm’s peak, the state’s thermal fleet—coal, natural gas, nuclear and oil—generated 86 percent of power,...
Scaling Advanced Nuclear: Picking Winners Now
Across the United States, more than 60 advanced nuclear reactor developers are mobilizing billions of dollars in public and private capital to address rapidly rising electricity demand. These next‑generation designs promise carbon‑free baseload power, but scaling them requires a strategic...
Permitting Reform Is the Energy Policy We Need
Senate Democrats have agreed to re‑engage Republicans on a bipartisan permitting reform bill aimed at accelerating energy infrastructure approvals. The legislation seeks to streamline federal and state review processes that have long delayed oil, gas, and renewable projects. By cutting...
Strait of Hormuz Is Not Just an Oil Chokepoint
The Strait of Hormuz, named after the Zoroastrian deity Ahura Mazda, is more than an oil conduit; it is a historically consecrated passage that now carries a diverse mix of energy and commercial cargo. Approximately 20% of global oil and over...
Fossil Fuels Shine Light of Hope in Africa
Africa’s chronic power shortages are prompting governments and investors to double‑down on fossil‑fuel projects, from natural‑gas plants to oil‑linked power stations. Recent announcements highlight billions of dollars in new upstream and downstream capacity aimed at stabilising grids in Nigeria, Kenya...
Listen: What the Iran War Is Costing Our Climate
The Marketplace piece examines how the ongoing Iran war is amplifying climate change, highlighting the surge in carbon emissions from intensified military activity and disrupted energy markets. It details how the conflict’s use of fossil‑fuel‑intensive weaponry, increased oil production, and...