Global Diesel Shortage on the Horizon

If you think diesel prices will ease next year, Wall Street is not with you. On August 31, 2026, CoinBureau founder Nic Puckrin flagged Goldman Sachs for more than doubling its 2027 diesel-margin forecasts, arguing that refineries are being hit from every direction—Middle East strikes, Russian export bans, and winter demand—with diesel at the epicenter […]

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The Everything Shortage: Why Global Supply Chains Are Breaking and What It Means for Energy Markets

The world is short of nearly everything. Shipping routes are under attack, refineries are maxed out, and energy policies have backfired. In this episode, commodities expert Jack Prandelli breaks down the “everything shortage”—the interconnected crises in oil, gas, food, and critical minerals that are reshaping geopolitics and creating the next commodity super-cycle. Discover why diesel […]

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Alberta Premier Danielle Smith is spot on: the new American tariffs will affect $1.5 billion of Alberta goods. The new Canadian counter-tariffs will affect $4.8 billion of the provincial economy.

That is not a talking point. It is the arithmetic of an integrated energy market that Ottawa cannot wish away, and Washington already understands. Smith’s warning, circulating widely after her CBC Power & Politics appearance and a clip posted by Stephen Taylor, is blunt: Alberta businesses will be hurt more by Canada’s own counter-tariffs than […]

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Tesla’s “Project Crystal Sun” is a real tax-incentive filing for a $10.1 billion vertically integrated solar-cell and module plant in Fort Bend County, Texas. It is not yet a committed factory.

Commercial production is targeted for the first quarter of 2029 if Tesla picks the Texas site, wins incentives, and clears permits. Tesla has not disclosed annual gigawatt output, so any panel-count figure is an estimate, not an official number. The internal name is Project Crystal Sun. The public paper trail is a Jobs, Energy, Technology […]

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Life Will Find Away, and Oil Finds Markets

Welcome to the Energy News Beat podcast, where hosts Stu Turley and Rey Trevino (Pecos Operating) break down nine major stories shaping the global energy landscape. In this episode, they explore how oil and diesel markets are adapting to geopolitical disruptions—from Saudi Arabia’s innovative shuttle tanker routes around the Houthis to China’s strategic pivot toward […]

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HF Sinclair posts a profit and closes its only Canadian lubricant (base oil) refinery. Not because of no profits, but it is not worth doing business with Net Zero Leadership

HF Sinclair Corporation (NYSE: DINO) just delivered its strongest quarterly results in years while simultaneously announcing it will retire the base oil refining assets at its Mississauga, Ontario facility—Canada’s largest (and essentially only significant) producer of Group II and Group III base oils. The decision comes amid a highly profitable lubricants segment, not losses. The […]

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