In just six weeks, the global energy paradigm has flipped. What a decade of climate summits, net-zero pledges, and green industrial policy could not achieve, Iran’s effective closure of the Strait of Hormuz—and the raw reality of AI’s insatiable power hunger—has done in a flash. Energy security is no longer a side note; it is […]
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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 […]
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As of April 11, 2026, the global oil market is split into two. On one side sits the “paper” market — the futures contracts and financial instruments that most investors, analysts, and headline writers track. On the other hand is the physical, or delivery, market — the actual barrels of crude that refiners must load […]
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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 […]
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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 […]
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Energy News Beat Exclusive Analysis – Stu Turley Diesel prices are surging across key markets—and rising faster than gasoline or petrol in many places. As Sky News economics editor Ed Conway highlighted in his widely shared X post and video primer (posted March 31, 2026), this isn’t just another blip in the energy markets. It’s […]
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Brent crude prices surged from approximately $73 per barrel pre-crisis to peaks near $120 in just 10 days following the effective closure of the Strait of Hormuz on March 4, 2026. The International Energy Agency (IEA) has described this as the “largest supply disruption in the history of the global oil market,” with Gulf producers […]
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Is California on the precipice of social and economic collapse? ENB Pub Note: This article is from the California Globe by Katy Grimes, and she has appeared on the Energy News Beat several times discussing the California energy crisis caused by Gavin Newsom. David Blackmon, Stu Turley, and Mike Ariza will be recording a podcast […]
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The Strait of Hormuz remains effectively closed amid the ongoing U.S.-Israel conflict with Iran, halting nearly all tanker traffic through the critical chokepoint that normally carries about 20% of global oil and LNG trade, along with roughly 5 million barrels per day (mbd) of refined petroleum products. JP Morgan Commodities Research has modeled the ripple […]
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With fertilizer shortages driving up input costs and an ongoing energy crisis squeezing every link in the fuel supply chain, America’s decades-long experiment with corn-based ethanol is under fresh scrutiny. The Renewable Fuel Standard (RFS) still mandates roughly 15 billion gallons of conventional (corn) ethanol blending annually, supported by new tax credits such as the […]
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