A Structural Shift in Capital Allocation in the Energy Sector is Underway Due to the Iran Conflict

The 2026 Iran conflict, which escalated in late February with U.S.-Israeli strikes and Iranian retaliation—including the effective closure of the Strait of Hormuz and attacks on energy infrastructure—has triggered the largest supply disruption in global oil market history. Nearly 20% of the world’s oil and significant LNG volumes have been taken offline, sending Brent crude […]

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Dallas Fed Impact Study of the 2026 Iran War on U.S. Inflation: A Scenario Analysis

As the 2026 Iran War continues to ripple through global energy markets—particularly with disruptions tied to the Strait of Hormuz—policymakers, energy producers, and consumers are closely watching the inflationary fallout. A timely new working paper from the Federal Reserve Bank of Dallas provides a rigorous, scenario-based framework for quantifying exactly how oil price shocks from […]

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Make Movies or Become a Wyoming Oil Man

When a promising filmmaking career fizzled after a splash at the 1995 Sundance Film Festival, Dan Doyle didn’t head back to the editing bay or chase another producer. He sold his film gear rental house, grabbed his geology degree, and dove headfirst into the oil patch—eventually landing in the wide-open spaces of Wyoming as a […]

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Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Security

ENB Pub Note: David Blackmon, Professor Mische, and Mike Ariza are on a podcast on Wednesday to cover these critical Executive Orders from President Trump to save California and the United States. This article was originally published on the California Globe, and we recommend reading it there and supporting them. Katy Grimes, the Editor in […]

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More than half of the Data Centers may be delayed due to lack of transformers and electrical equipment

The AI-fueled data center boom is slamming into a hard reality: there simply aren’t enough transformers, switchgear, and other critical electrical equipment to bring the projects online. According to Bloomberg’s April 1, 2026 newsletter, more than half of the U.S. data centers planned for this year are now expected to be delayed or canceled — […]

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