The United States has stepped into an extraordinary role amid the 2026 Iran conflict and disruptions in the Strait of Hormuz: the world’s primary swing supplier of crude oil and refined products. Record exports are helping offset massive global supply shortfalls, but this “filling station” status comes with clear limits—depleting strategic reserves, tightening domestic inventories, […]
Continue Reading
The numbers don’t lie. In just the first ~50 days after the Trump administration’s March 17, 2026, Jones Act waiver for energy products and fertilizer, 45 voyages moved cargo on 35 foreign-flagged vessels across more than 30 U.S. ports and a dozen-plus cargo types. This wasn’t foreign ships stealing work from American ones. The Jones […]
Continue Reading
U.S. Secretary of Agriculture Brooke Rollins announced on May 19 that the Blue Point low-carbon ammonia project in Ascension Parish, Louisiana, is advancing rapidly under streamlined permitting. The roughly $3.7–4 billion facility is expected to become the world’s largest ammonia production plant by nameplate capacity. According to Secretary Rollins’ post on X, permitting for the […]
Continue Reading
By Alejandro Lazo, CalMatters This story was originally published by CalMatters. Sign up for their newsletters. California is considering handing oil refineries and other major polluters billions of dollars in free emission allowances just as the state says carbon reductions need to come faster than ever. In the last six months, two refineries have closed […]
Continue Reading
In a major breakthrough for Alaska’s long-awaited natural gas infrastructure, Glenfarne Alaska LNG announced on May 18, 2026, a 30-year gas sales precedent agreement with ConocoPhillips Alaska. The deal supplies natural gas from Alaska’s North Slope for Phase One of the Alaska LNG project. Combined with existing agreements from ExxonMobil, Hilcorp Alaska, and Great Bear […]
Continue Reading
Electricity bills are rising across much of the United States, sparking heated debate. With AI fueling explosive data center growth, many point to hyperscale facilities as the culprit behind higher rates. But a new independent analysis from Energy + Environmental Economics (E3), released May 18, 2026, alongside corroborating work from Lawrence Berkeley National Laboratory (LBNL), […]
Continue Reading
Iran has launched a new state-backed digital maritime insurance platform called “Hormuz Safe” for vessels transiting the Strait of Hormuz, one of the world’s most critical energy chokepoints. The platform accepts Bitcoin and other cryptocurrency payments, allowing instant blockchain-verified coverage in a clear attempt to bypass Western financial systems and sanctions. According to reports from […]
Continue Reading
The warning signs are flashing brighter than ever. What began as a major supply disruption in the Middle East has rapidly evolved into a tightening global oil market where inventories are being drawn down at a record pace — and critically, not all of those barrels are actually accessible. A new analysis from Oilprice.com highlights […]
Continue Reading
The Washington Examiner was right on target in its May 16, 2026, editorial: the “data center doomers” — the coalition of socialists, Democrats, and foreign-funded activists pushing moratoriums and fear-mongering — must be defeated. Data centers are the backbone of the AI revolution, national security, economic growth, and America’s edge over China. Blocking their hands […]
Continue Reading
The UK government has confirmed it will introduce legislation to permanently ban new North Sea oil and gas exploration licenses, embedding Energy Secretary Ed Miliband’s existing moratorium into law through the Energy Independence Bill. The move, announced in the King’s Speech on 13 May 2026, fulfills a core Labour Party manifesto pledge to position Britain […]
Continue Reading