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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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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In a striking display of America’s emergence as the world’s premier energy supplier, at least 121 empty oil tankers are currently steaming toward U.S. waters — with 68 of them Very Large Crude Carriers (VLCCs), each capable of hauling up to 2 million barrels of oil. This surge, captured in real-time MarineTraffic data and highlighted […]
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This was a great episode with Dr. Tammy Nemeth leading the discussion with our special guest Rupert Darwall. The link to his book is below, and he has a new one coming out soon. We could have used several other titles as well: Who’s Paying for the Green Transition? or Energy Security or Green Dreams? […]
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As Europe enters the critical summer refill season in April 2026, its natural gas market faces significant headwinds. Underground storage levels are starting from an unusually low base after a harsh winter, compounded by geopolitical disruptions to LNG supply chains—particularly from the Middle East. With refill operations already underway but volumes constrained, the continent is […]
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With this wild group of 7 stories, and one from CENCOM, I needed to also have a subtitle of “these three key points: “Paper vs. Physical: The Fractured Oil Market” “When Energy Meets Geopolitics: A Perfect Storm” “The Hidden Risks in America’s Power Infrastructure” No deal – The negotiation team could not agree on […]
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As of April 11, 2026, the global oil market is split into two. On one side sits the “paper” market — the futures contracts and financial instruments that most investors, analysts, and headline writers track. On the other hand is the physical, or delivery, market — the actual barrels of crude that refiners must load […]
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In a major boost to North American energy infrastructure, Bridger Pipeline LLC has proposed a $2 billion, 650-mile crude oil pipeline that will significantly expand U.S.-Canada oil flows. The 36-inch pipeline will run from the U.S.-Canada border in Phillips County, Montana, to Guernsey, Wyoming, with an initial capacity of approximately 550,000 barrels per day (bpd) […]
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A compelling chart shared on X (formerly Twitter) by Dr. Matthew M. Wielicki (@MatthewWielicki) cuts through the rhetoric on renewable energy. It ranks U.S. states by electricity affordability and overlays whether they enforce Renewable Portfolio Standards (RPS) and participate in cap-and-trade programs like the Regional Greenhouse Gas Initiative (RGGI). The top 10 most affordable states […]
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Geopolitical shocks are piling up on global oil supply, and traders are bracing for another wild session when Asian markets open in the coming hours. With the Iran war now five weeks old and fresh Ukrainian drone strikes hammering Russian refining and export terminals over the past four months, the question on every energy desk […]
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