Cyrus Brooks of RBAC and NJ Ayuk, Executive Chairman of the African Energy Chamber, stopped by the Energy News Beat podcast. In this episode of the Energy News Beat Podcast, host Stu Turley sits down with two influential voices in global energy: Cyrus Brooks of RBAC and NJ Ayuk, Executive Chairman of the African Energy […]
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President Donald Trump is set to unveil a major South Korean investment package that includes roughly $54 billion directed at Alaska’s long-planned liquefied natural gas (LNG) project, according to White House officials and multiple reports. The announcement, expected in the Oval Office, is the first major tranche from South Korea’s broader $200 billion in U.S. […]
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The effective closure of the Strait of Hormuz amid the 2026 Iran-related conflict has fundamentally altered global liquefied petroleum gas (LPG) trade flows. Middle Eastern exports from Saudi Arabia, the UAE, Qatar, and Iran slowed sharply as tanker traffic collapsed and infrastructure faced risks or attacks. Before the escalation, roughly 54 oil, chemical, and LPG […]
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In a timely new analysis published today, Doomberg challenges conventional peak oil narratives with a provocative twist: it’s “Peak ‘Not Oil.’” The piece highlights how surging U.S. natural gas liquids (NGLs) — particularly propane and butane — are delivering a “tsunami of new supply” that the global economy is rapidly adapting to, rendering a narrow focus […]
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US military surveillance has documented nearly 1,000 commercial vessel transits through the Strait of Hormuz in the roughly two months since the US-Iran ceasefire took effect on April 8, 2026. The figure, shared by an official familiar with US Central Command operations, exceeds private-sector estimates that rely primarily on ship transponders (AIS data). Military analysts […]
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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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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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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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