ENB Pub Note: This article was first published on the California Globe, and I will be interviewing Mike Ariza tomorrow with Professor Mische and David Blackmon on this crisis. California’s Oil and Gas Crisis: From Military Threat to Mass Starvation Since 2023, California’s policies have resulted in a loss of 700,000 barrels per day, or […]
Continue Reading
President Donald Trump’s naval blockade of the Strait of Hormuz is reshaping global oil flows in America’s favor. By choking off roughly 2 million barrels per day of Iranian crude—much of it headed to China—the U.S. is opening the door for American producers to capture massive new market share. U.S. crude exports are on track […]
Continue Reading
ENB Pub Note: This is a huge story from the California Globe’s Editor in Chief Katy Grimes, and we have Professor Mische, Mike Ariza, and David Blackmon on the Energy News Beat and Energy Impacts Podcasts covering this huge story from California, and the Executive Orders from President Trump. These would stabilize California fuels […]
Continue Reading
The Strait of Hormuz—the narrow 21-nautical-mile chokepoint between Iran and Oman that carries roughly one-fifth of the world’s oil and a quarter of global LNG—remains the epicenter of one of the most significant energy disruptions in modern history. As of today, the strait is not fully closed to all traffic, but commercial shipping has ground […]
Continue Reading
The AI-fueled data center boom is slamming into a hard reality: there simply aren’t enough transformers, switchgear, and other critical electrical equipment to bring the projects online. According to Bloomberg’s April 1, 2026 newsletter, more than half of the U.S. data centers planned for this year are now expected to be delayed or canceled — […]
Continue Reading
In a significant development for global energy security, the United States has initiated military operations to clear and secure the Strait of Hormuz, with U.S. Navy vessels now transiting the critical waterway amid ongoing tensions with Iran. This move comes as commercial shipping traffic remains a fraction of normal levels despite a fragile two-week ceasefire, […]
Continue Reading
The New York Times dropped a bombshell on April 10, 2026, that reads like a dark comedy sketch from the Iranian Revolutionary Guard Corps (IRGC) playbook. According to U.S. officials cited in the report, Iran cannot fully reopen the Strait of Hormuz—the artery carrying roughly 20% of the world’s oil and a massive share of […]
Continue Reading
Jamie Dimon, Chairman and CEO of JPMorgan Chase, released his highly anticipated 2025 Annual Letter to Shareholders on April 6, 2026. In it, Dimon delivers a sobering assessment of geopolitical risks, with the ongoing war in Iran and broader Middle East hostilities taking center stage. While the full letter spans broader economic, regulatory, and strategic […]
Continue Reading
We are confirming the panel discussion for next Wednesday and are excited to visit with Professor Mische and Mike Ariza on this national crisis unfolding. This article is only a warm-up for next week and is really just my show notes to get questions ready. After sitting in on a town hall with Professor Mische […]
Continue Reading
This was a hard-hitting discussion by Mike Ariza, Downstream Expert, fresh off last night’s Town Hall with Professor Mische and a host of other key people discussing the horrific National Security Crisis in California and how the Strait of Hormuz is about to impact the entire half of the United States. Yes, you heard that […]
Continue Reading