The global energy markets are in flux as of mid-April 2026, shaped by severe disruptions from the ongoing Middle East conflict (centered on Iran and the Strait of Hormuz). This has curtailed roughly 7–10 mb/d of crude, NGLs, and refined product exports in March–April, triggering sharp price spikes and inventory draws. Brent crude averaged $103/bbl […]
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The United States is in the midst of a historic expansion of its liquefied natural gas (LNG) export infrastructure. After a decade of rapid growth that transformed the U.S. from a minor player into the world’s largest LNG exporter, a new wave of projects under construction and recently sanctioned is poised to add more than […]
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As the U.S.-imposed blockade of Iranian ports in the Strait of Hormuz enters its critical phase, global oil and LNG supply chains are in chaos. Tankers are idled, LNG prices have spiked, and energy-short nations in Asia and Europe are scrambling for alternatives. The result? Coal—reliable, abundant, and easy to stockpile—is surging back into favor […]
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The 2026 Iran conflict, which escalated in late February with U.S.-Israeli strikes and Iranian retaliation—including the effective closure of the Strait of Hormuz and attacks on energy infrastructure—has triggered the largest supply disruption in global oil market history. Nearly 20% of the world’s oil and significant LNG volumes have been taken offline, sending Brent crude […]
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As the 2026 Iran War continues to ripple through global energy markets—particularly with disruptions tied to the Strait of Hormuz—policymakers, energy producers, and consumers are closely watching the inflationary fallout. A timely new working paper from the Federal Reserve Bank of Dallas provides a rigorous, scenario-based framework for quantifying exactly how oil price shocks from […]
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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 — […]
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The escalating conflict involving Iran — marked by U.S.-Israel strikes in late February 2026, Iranian retaliation, and the effective closure of the Strait of Hormuz — has sent shockwaves through global energy markets. Oil prices surged dramatically, with Brent crude and WTI climbing nearly 50% in March alone amid supply disruptions that halted roughly 20% […]
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An Energy News Beat Analysis of Volumes, Customers, Revenues, and Key Players Venezuela holds the world’s largest proven crude oil reserves — approximately 303 billion barrels — yet its actual output and exports have been a fraction of that potential for years due to decades of underinvestment, infrastructure decay, mismanagement, and shifting international sanctions. Oil […]
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U.S. liquefied natural gas (LNG) exports are accelerating in 2026 as new liquefaction trains ramp up and existing facilities hit higher utilization rates. After setting multiple records in 2025—including the first year the United States exceeded 100 million metric tons (MMT) of LNG shipped—volumes are climbing further thanks to fresh Gulf Coast capacity. This growth […]
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U.S. liquefied natural gas (LNG) exports have shattered records in early 2026, driven by record global buying, new domestic production capacity coming online, and supply disruptions in the Middle East that have redirected demand toward American cargoes. Preliminary data shows March 2026 exports hit an all-time high of 11.7 million metric tons (mmt), surpassing the […]
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