Turkey faces heightened risk of disrupted natural gas supplies from Iran following the U.S. Treasury’s launch of an intensified economic isolation campaign against Tehran on August 24, 2026. As a key U.S. ally and Iran’s third-largest trading partner, Ankara must navigate secondary sanctions threats that could complicate or sever one of its major pipeline gas […]
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Prime Minister Mark Carney’s government has accelerated efforts to deepen Canada’s economic and security ties with the European Union, framing diversification as essential amid escalating trade friction with the United States. Official statements and actions indicate a strategic pivot toward Europe (and select other partners) rather than prioritizing new comprehensive U.S. trade arrangements beyond existing […]
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Diesel refining margins—known as crack spreads—have exploded to extreme levels across the three major refining hubs, signaling a tightening global middle distillate market that is only in its early stages. As of late August 2026, the US Gulf Coast ultra-low sulfur diesel (ULSD) crack versus WTI stood near $93–94 per barrel (after briefly topping a […]
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In this episode of the Energy Realities podcast, hosts Stu Turley, Dr. Tammy Nemeth, and David Blackmon tackle the most pressing energy security challenges facing the Western world today. From the UK’s crumbling electrical grid infrastructure to record-breaking diesel price spikes that threaten global supply chains, the conversation reveals a troubling pattern: energy crises are […]
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Hedge funds have sharply reduced their short-only positions on European diesel (ICE gasoil) to the lowest level in more than two years while adding fresh long positions, signaling that traders expect the current historic fuels supply crunch to persist. According to ICE Futures Europe data cited in reports of the Bloomberg story, funds cut short-only […]
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As Europe contemplates a post-Russia/Ukraine war landscape, the imperative to re-arm and rebuild credible conventional deterrence has never been clearer. Tanks, artillery systems, armored vehicles, munitions, and supporting infrastructure all demand vast quantities of high-quality steel—often 50–60 tonnes for a main battle tank and up to 100 tonnes for certain self-propelled artillery pieces. Yet the […]
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How Blue States are lining up to follow the UK and EU into fiscal and energy collapse. We are getting Kathryn scheduled on the Energy News Beat podcast soon. In her August 13, 2026, commentary for The Telegraph, independent energy analyst Kathryn Porter delivers a stark warning: Britain’s National Energy System Operator (NESO) is making […]
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The Renewable Treadmill of Financial Death The Renewable Treadmill of Financial Death is a topic that David Blackmon , The Nemeth Report (Dr. Tammy Nemeth) and I will be covering at our new time at 9:00 Central this Monday. The following week at 9:00, we have a special edition of the Energy Realities Podcast with Dr. Joseph Fournier, another great Substack […]
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Global demand for liquefied natural gas (LNG) carriers is set to be significantly stronger than previously expected over the next decade. French containment-system specialist Gaztransport & Technigaz SA (GTT) has raised its forecast for LNG carrier gas-containment system design orders to about 550 vessels in the 2026–2035 period, up from its earlier estimate of more […]
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ENB Pub Note: This article was first published on the Energy News Beat Substack. Head over there to comment. Tough times ahead, and countries are picking sides. The world’s energy system is under simultaneous assault from geopolitics and policy ideology. Critical oil and gas flows through maritime and pipeline chokepoints are disrupted or rerouted at […]
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