In this wide-ranging Energy Realities Round Table discussion, hosts David Blackmon, Dr. Tammy Nemeth, and Stu Turley dive deep into the forces reshaping global energy markets. Triggered by record-breaking quarterly earnings from major oil companies—ExxonMobil, Chevron, Shell, and BP—the conversation expands to reveal a complex web of interconnected challenges: a critical global refining capacity shortage, […]
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Japan is on track to reclaim the title of the world’s largest liquefied natural gas (LNG) importer in 2026 for the first time since 2022, narrowly ahead of China. Analysts at ICIS and Kpler both forecast a slim Japanese lead driven by weak Chinese spot buying amid high prices, full storage, and structural shifts toward […]
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The Dutch benchmark closed above €100 a megawatt-hour for the first time since 2022, and the same week U.S. gas futures traded near $3.00. One continent is bidding for winter. The other is drowning in its own supply. That gap is a policy choice, not weather. By Energy News Beat | Oct. 29, 2026 | […]
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Trump’s tariffs and China’s steel glut are squeezing Canadian mills from both sides. Algoma’s blast furnace is shut, Stelco lines sit idle, and LNG Canada Phase 2 is going back to a Chinese fabrication yard. By the ENB Research Desk for Stu Turley. Data as of Oct. 26, 2026 (CT). Bottom line up front The […]
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EIA’s October outlook has the U.S., Brazil, Guyana, Canada and Argentina adding barrels with no Gulf chokepoint in the way, while Hormuz flows collapsed and OPEC supply is forecast to drop by nearly a fifth. For consumers, the growth in supply is coming from this hemisphere. In its October Short-Term Energy Outlook, the U.S. Energy […]
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Europe’s remaining coal plants are generating unexpected profits while Asia burns more coal to fill an LNG gap created by Middle East disruptions. Global demand is heading for a record high in 2026. The rebound is real but uneven, largely temporary in the West, and more structural in Asia—until nuclear and cleaner alternatives scale meaningfully. […]
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Peter Clack (@PeterDClack) recently put the central contradiction of the Western Net Zero project in plain terms: the green transition is now almost entirely dependent on hardware manufactured by the same industrial giant the West hoped to displace or outcompete. In a post that cuts to the heart of energy density, industrial policy, and geopolitical […]
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Nine huge stories from the Energy News Beat Team – Buckle Up This was our second Live feed to Substack, and as we try to grow here, we want to hear from you: what is important, and what we can do better. I am still on a small high this week as we have been […]
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Prime Minister Mark Carney is moving ahead with a new Canada-EU “alliance” to be launched at the Canada-EU summit in Montreal on October 29-30, 2026. In an October 8 appearance in Sherbrooke, Quebec, he framed the step as advancing the relationship European Commission President Ursula von der Leyen floated on September 16—Canada as the EU’s […]
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Chinese-headquartered companies have delivered more than 70 GW of inverters to America’s commercial and utility solar plants, while each U.S. grid is designed to ride through the sudden loss of roughly 2.8 to 3.9 GW. Replacing one big transformer now takes about two and a half years. What has actually been found, what Washington has […]
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