The Iran War Is Pushing the Global Gas Trade Into the Shadows. – Energy News Beat Analysis

The global LNG market, once prized for its transparency and reliability, is rapidly adopting the opaque tactics of the shadow oil trade. As the Iran conflict—sparked by U.S. and Israeli strikes in late February—continues to throttle flows through the Strait of Hormuz, major Gulf producers like Qatar and the UAE are turning off AIS transponders […]

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Panama-Flagged Ship Hit in the Strait of Hormuz Region: Explosion Reported Near Iraqi Waters Amid Rising Tensions

In a breaking maritime incident that has sent ripples through global shipping and energy markets, a Panama-flagged vessel was struck by an unknown projectile, triggering a large explosion in the Arabian Gulf. The event occurred just hours after Iran announced it was suspending talks with the US until the IDF withdraws from Lebanon, raising fresh […]

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US Crude Refiners Are Pushing Run Rates to Maximum Levels: Safety Concerns, Maintenance Trade-offs, Export Boom, and Investor Implications

US refiners are operating plants at elevated run rates, with some delaying scheduled maintenance amid strong refining margins and steady-to-robust fuel demand. According to a Bloomberg report from June 1, 2026, the industry saw one of its lightest maintenance seasons in recent memory, with an average of only 470,000 barrels per day (bpd) of processing […]

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Resolution Copper Mine Aims to Boost Critical Mineral Supply

As artificial intelligence, electric vehicles, data centers, renewable energy infrastructure, and grid modernization drive explosive demand for copper, the United States faces a critical minerals supply crunch. Domestic production has stagnated for decades, leaving America heavily reliant on imports from geopolitically risky sources. Enter the Resolution Copper Mine in Arizona—a joint venture between Rio Tinto […]

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California Extends Its Key Climate Programs, Condemning the State to High Energy Prices

On Friday, May 29, 2026, the California Air Resources Board (CARB) approved sweeping updates to the state’s Cap-and-Invest program (formerly Cap-and-Trade), extending California’s signature climate initiative through 2045. State regulators framed the changes as a balanced move to meet aggressive greenhouse gas reduction targets while supporting affordability and preventing industry “leakage”—the exodus of major polluters […]

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Will China Step Up To Protect Its Access To Zambia’s Critical Minerals From The US?

ENB Pub Note: Interesting article from Andrew Korybko’s Newsletter on SubStack. China could replace the US’ subsidization of Zambia’s healthcare industry to preempt it from obtaining influence over Zambia’s critical minerals one, but failing to act soon could lead to Zambia capitulating to the US’ demanded quid pro quo, thus threatening China’s access to its and the […]

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Texas Leads the Energy Dominance Movement

In an era of surging global energy demand driven by AI, manufacturing resurgence, and geopolitical realities, Texas stands as the undisputed leader in American energy production, infrastructure, and innovation. The Lone Star State isn’t just keeping pace—it’s defining the future of reliable, affordable, and dominant energy. From record-breaking oil and gas output to a massive […]

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