The Strait of Hormuz remains the world’s most critical — and most contested — energy chokepoint. Roughly one-fifth of global oil and LNG trade normally flows through its narrow waters. Yet since the U.S.-Israel military campaign against Iran began in late February 2026, traffic has collapsed to a fraction of pre-war levels, sending shockwaves through […]
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The world is once again staring down the barrel of an energy crisis. With the Strait of Hormuz effectively closed amid escalating tensions from the Iran conflict, global markets are in panic mode over potential disruptions to oil and liquefied natural gas (LNG) supplies. Prices are spiking, supply chains are under threat, and governments are […]
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Smon Stiell, Executive Secretary of the United Nations Framework Convention on Climate Change (UNFCCC), recently declared in Paris that those who have fought to keep the world dependent on fossil fuels are “inadvertently supercharging the global renewables boom” — citing the ongoing U.S.-Israeli war with Iran as evidence. It is a striking claim. But it […]
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Stu Turley here from the Energy News Beat Podcast. For years on this show, we’ve been hammering home a core truth: energy policy is destiny. Affordable, reliable, abundant energy drives manufacturing, jobs, investment, and GDP growth. Ideological Net Zero pursuits that ignore reality — spiking costs, killing baseload power, and forcing deindustrialization — deliver the […]
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In a recent appearance on Squawk Box Asia, veteran commodities strategist Jeff Currie (Co-Chairman of Abaxx Markets) delivered a stark warning that resonates deeply with current market dynamics. He described an emerging “rare earth moment” — a qualitative shift where markets have been neglecting the physical world (“atoms”) in favor of financial narratives and tech […]
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This is an outstanding article from Nathan Hammer’s Substack Hammer and Anvil. Every time you see a 400 foot wind turbine cutting through the sky, you are looking at a machine designed to harvest the wind. It feels clean. It feels weightless, like a piece of the future that has successfully severed its ties to […]
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ENB Pub Note: This article was originally posted on the California Globe, and we highly recommend reading their site. We will be covering this opinion on the Jones Act on the next Energy News Beat Stand Up. California put itself in a dangerous position by relying heavily on expensive foreign oil rather than prioritizing American-made […]
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The Wall Street Journal recently captured Germany’s predicament with brutal clarity in pieces like “Germany’s Slow Industrial Suicide.” A LinkedIn post by Doug Sheridan amplified the editorial, highlighting how green mandates, Net Zero zeal, and the Energiewende have delivered deindustrialization instead of the promised green nirvana. The ironic title nails it: Good intentions around climate […]
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The upstream oil and gas sector stands on the cusp of a transformative opportunity. According to fresh analysis from Rystad Energy, digitalization and artificial intelligence could generate nearly $500 billion in cumulative value for Exploration & Production (E&P) companies between 2026 and 2030. This windfall would come through three main levers: cost reductions via more […]
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As the conflict between Iran and the U.S.-led coalition intensifies, Tehran is signaling a dangerous new front: the world’s undersea fiber-optic cables. Iranian state-linked media has explicitly warned that the concentration of critical data cables in the Strait of Hormuz creates a “vulnerable point” for the region’s digital economy — and by extension, the global […]
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