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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In a recent appearance on Squawk Box Asia, veteran commodities strategist Jeff Currie (Co-Chairman of Abaxx Markets) delivered a stark warning that resonates deeply with current market dynamics. He described an emerging “rare earth moment” — a qualitative shift where markets have been neglecting the physical world (“atoms”) in favor of financial narratives and tech […]
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Europe is entering the critical summer injection season with dangerously depleted natural gas storage, leaving the continent vulnerable to even moderate supply disruptions. A recent analysis from OilPrice.com highlights stark warnings from senior Equinor executives: if disruptions through the Strait of Hormuz persist for another 1–3 months, Europe risks a critical shortfall in gas stocks […]
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In a significant escalation of its maritime posture, Iran has formally established a “controlled maritime zone” in the Strait of Hormuz through its newly created Persian Gulf Strait Authority (PGSA). The authority—widely understood to operate under the Islamic Revolutionary Guard Corps (IRGC)—has published an official map and set up a social media presence to assert […]
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The warnings are flashing red. On May 18, 2026, HFI Research published a stark analysis titled “(WCTW) The Oil Market Has Reached The Point Of No Return.” It argues that logistical realities, inventory collapses, and geopolitical anchoring have locked the market into deeper pain — far beyond the optimistic assumptions of Wall Street sellside analysts […]
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A small but determined group of shipowners is successfully running the gauntlet through the Strait of Hormuz. According to vessel-tracking data compiled by Bloomberg, at least 19 oil- and liquefied petroleum gas (LPG)-carrying ships without Iranian links have both entered the Persian Gulf and exited with cargo since March 1, 2026 — the period since […]
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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 […]
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Houston, TX – May 17, 2026 – Caturus LLC announced a positive Final Investment Decision (FID) on May 15 for its Commonwealth LNG export facility in Cameron Parish, Louisiana, unlocking full construction on one of the most cost-competitive and efficient LNG projects in the United States. The $13 billion project, backed by $9.75 billion in […]
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Two and a half months after the Strait of Hormuz effectively shut down amid the escalating Middle East conflict, India—the world’s third-largest crude oil importer—is grappling with a deepening energy shock that is rippling through its economy. What began as a geopolitical standoff has now cut off more than 40% of India’s crude oil flows, […]
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In a notable development for global energy markets still reeling from disruptions in the Persian Gulf, a Japan-bound crude oil tanker has successfully transited the Strait of Hormuz. The vessel, identified as the Eneos Endeavor and owned by Japanese refiner Eneos, is the second Japan-bound tanker to clear the critical chokepoint since U.S. and Israeli […]
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