Geopolitical Archives - Page 30 of 96

Tensions in the Strait of Hormuz force us to reconsider material benefits of fossil fuels

April 15, 2026April 15, 2026 Clark Savage465

ENB Pub Note: This article was originally posted on America Outloud by Ronald Stein and Yoshihiro Muronaka, and we highly recommend signing up and reading their material. ________________________________________________________________________________________________________ Recent calls for a more realistic shift from “decarbonization” to “low carbon” suggest that discomfort with ideology-driven climate policy is finally beginning to surface in public debate. […]

Six Weeks that Turned Energy Security in Front of Net Zero and Deindustrialization

April 15, 2026April 15, 2026 Clark Savage795

In just six weeks, the global energy paradigm has flipped. What a decade of climate summits, net-zero pledges, and green industrial policy could not achieve, Iran’s effective closure of the Strait of Hormuz—and the raw reality of AI’s insatiable power hunger—has done in a flash. Energy security is no longer a side note; it is […]

U.S. Oil Blockade Is Set to Boost American Exports, and Impact Consumers

April 14, 2026April 14, 2026 Clark Savage1363

President Donald Trump’s naval blockade of the Strait of Hormuz is reshaping global oil flows in America’s favor. By choking off roughly 2 million barrels per day of Iranian crude—much of it headed to China—the U.S. is opening the door for American producers to capture massive new market share. U.S. crude exports are on track […]

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

April 14, 2026 Clark Savage984

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 […]

President Trump Said Gas Prices May Stay Elevated Till the Midterms: A Deep Dive into the Iran War Unwind and Global Oil Market Realities

April 14, 2026 Clark Savage2255

President Donald Trump’s recent comments on Fox News’ Sunday Morning Futures have sparked intense debate in energy circles. In the April 12, 2026 interview, Trump acknowledged that U.S. gasoline prices “could be the same or maybe a little bit higher” by the November midterm elections, despite earlier hopes for a quick resolution. This marks a […]

President Trump Orders Blockade of Ships Paying Tolls to IRGC

April 12, 2026April 13, 2026 Clark Savage683

In a sharp escalation following the collapse of direct U.S.-Iran peace negotiations in Pakistan, President Donald Trump has ordered the U.S. Navy to enforce an immediate blockade in the Strait of Hormuz. The directive specifically targets vessels that pay or attempt to pay illegal tolls to Iran’s Islamic Revolutionary Guard Corps (IRGC), which has been […]

The Paper Price of Oil is About to Get Hit with Reality and Converge with the Delivery Price of Oil

April 11, 2026April 13, 2026 Clark Savage1346

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 […]

U.S. Begins Clearing the Strait of Hormuz with Military Ships Passing Through

April 11, 2026April 13, 2026 Clark Savage463

In a significant development for global energy security, the United States has initiated military operations to clear and secure the Strait of Hormuz, with U.S. Navy vessels now transiting the critical waterway amid ongoing tensions with Iran. This move comes as commercial shipping traffic remains a fraction of normal levels despite a fragile two-week ceasefire, […]

The US Grid Transformers are a Critical Junction and Is A National Security Risk

April 11, 2026April 13, 2026 Clark Savage933

The backbone of America’s electricity system is under unprecedented strain. As highlighted in a widely discussed analysis by investor Felix Prehn, roughly half of the nation’s power transformers are operating well past their useful life—not merely aging, but “running on borrowed time.” JP Morgan has flagged the U.S. power grid itself as a national security […]

Is Oil Set to Open Tomorrow at $149 or Higher?

April 5, 2026April 5, 2026 Clark Savage611

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 […]

Category: Geopolitical

Tensions in the Strait of Hormuz force us to reconsider material benefits of fossil fuels

Six Weeks that Turned Energy Security in Front of Net Zero and Deindustrialization

U.S. Oil Blockade Is Set to Boost American Exports, and Impact Consumers

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

President Trump Said Gas Prices May Stay Elevated Till the Midterms: A Deep Dive into the Iran War Unwind and Global Oil Market Realities

President Trump Orders Blockade of Ships Paying Tolls to IRGC

The Paper Price of Oil is About to Get Hit with Reality and Converge with the Delivery Price of Oil

U.S. Begins Clearing the Strait of Hormuz with Military Ships Passing Through

The US Grid Transformers are a Critical Junction and Is A National Security Risk

Is Oil Set to Open Tomorrow at $149 or Higher?

About Energy News Beat

Recent Post

What Are the Next Steps for Venezuela’s Oil Production?

Tesla’s “Project Crystal Sun” is a real tax-incentive filing for a $10.1 billion vertically integrated solar-cell and module plant in Fort Bend County, Texas. It is not yet a committed factory.

Quick Links