In a stark assessment amid one of the largest oil supply shocks in history, Goldman Sachs has signaled that global energy markets—led by crude oil—are shifting into a demand destruction phase. Even if a near-term peace deal eases the closure of the Strait of Hormuz, severely depleted inventories mean markets will likely require significant demand […]
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Following Chevron, ExxonMobil, EQT, and Liberty Energy, Ford is rolling in as a hyperscaler and entering the utility market The AI power crunch is creating unlikely heroes across the energy landscape. While hyperscalers scramble for gigawatts that the grid simply cannot deliver fast enough, traditional energy giants have already stepped up with gas-fired generation, carbon […]
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Germany’s electricity market is once again flashing a warning sign about the challenges of its rapid shift to renewables. On Wednesday, day-ahead power prices surged nearly 30% as a European heatwave drove up cooling demand while unusually low wind speeds slashed output from the country’s vast wind fleet. According to data reported by Reuters and […]
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Wasif Latif, Co-Founder, President & Chief Investment Officer, Sarmaya Partners, stopped by the Energy News Beat Podcast again. This time, we covered current events in the Strait of Hormuz and the impact of the war in Iran. It does not look like they will be going away quietly into the night, and they will want […]
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Stu Turley here from the Energy News Beat Podcast. For years on this show, we’ve been hammering home a core truth: energy policy is destiny. Affordable, reliable, abundant energy drives manufacturing, jobs, investment, and GDP growth. Ideological Net Zero pursuits that ignore reality — spiking costs, killing baseload power, and forcing deindustrialization — deliver the […]
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Home>Crude Oil>The Wind Turbine is an Oil Product – The Hammer and Anvil SubStack This is an outstanding article from Nathan Hammer’s Substack Hammer and Anvil. Every time you see a 400 foot wind turbine cutting through the sky, you are looking at a machine designed to harvest the wind. It feels clean. It feels weightless, […]
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As the conflict between Iran and the U.S.-led coalition intensifies, Tehran is signaling a dangerous new front: the world’s undersea fiber-optic cables. Iranian state-linked media has explicitly warned that the concentration of critical data cables in the Strait of Hormuz creates a “vulnerable point” for the region’s digital economy — and by extension, the global […]
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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 […]
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Williams Companies CEO Chad Zamarin delivered a stark assessment today: U.S. natural gas demand over the next 10 years is expected to grow more than it did during the past 15 years, driven primarily by the explosive power needs of artificial intelligence data centers. Speaking in a Bloomberg interview tied to the fresh reporting, Zamarin […]
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Canada’s manufacturing and industrial base is in freefall under Prime Minister Mark J. Carney’s leadership. A viral X post from @wealthmoose on May 14, 2026, lays out the stark reality with receipts: over $50 billion in planned investments have been canceled, moved, or evaporated in key auto, battery, and manufacturing projects across Ontario and Quebec. […]
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