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 […]
Continue ReadingThis was a wild week in the energy space. The geopolitical tensions around the world are driving oil prices to $77, and if Iran\’s oil export capacity is diminished, we may see some short-term spikes to $100. For our oil and gas investors who follow Energy News Beat, this is what Stu has been predicting. […]
Continue ReadingDaily Standup Top Stories How the Israel-Iran Crisis Is Swiftly Becoming Taiwan’s National Security Crisis June 17, 2025 Clark Savage The escalating conflict between Israel and Iran, marked by Israeli airstrikes on Iranian military and nuclear infrastructure, has sent shockwaves through global energy markets, with far-reaching implications for Taiwan’s national security. The Strait of Hormuz, […] Tankers […]
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