Category: Industry Insights

The real story is not that China is “back buying everything.” It is that Beijing throttled demand, shifted suppliers, drew inventories, and is now restocking only where landed cost still works — while $1 million-a-day VLCCs make a return to the old full-cycle buying pattern expensive and unlikely.

Clark Savage820

That is the argument Javier Blas is making in his September 23 Bloomberg Opinion column, China Isn’t Buying More Oil, It’s Buying From Different Markets (also framed as “Don’t Believe the Hype About China’s Oil Buying”). The global market treated China’s pre-war appetite as a floor. In 2026 it became a valve. The Blas thesis: […]

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Diesel, AI, and Energy Dominance: Charlie Garcia on the Crisis Nobody Sees Coming

Clark Savage805

Charlie Garcia stops by the Energy News Beat Channel, and he is a RockStar! Welcome back to Energy News Beat Podcast. Today we’re diving deep into a perfect storm that’s reshaping global markets, and most people have no idea it’s coming. We’re talking about the diesel crisis that’s quietly becoming the inflationary tax on everything—from […]

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The UK’s Net Zero Policies Strike Again as Ineos Halts Three Chemical Plants Due to High Energy Costs

Clark Savage769

Ineos, the chemicals giant owned by Sir Jim Ratcliffe, is idling all three of its world-scale acetyls plants in Hull, northern England. The facilities—Europe’s last remaining plants of their kind—produce essential feedstocks for pharmaceuticals, clothing, cosmetics, detergents, construction materials, and military explosives. Two have already stopped production; the third will follow in days. The site […]

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Refineries Under Fire: How Policy, Geopolitics, and Climate Ideology Created a Global Energy Crisis

Clark Savage1153

Special Guest Richard Norris Pandreco on the Energy Realities Podcast with Dr. Tammy Nemeth, David Blackmon and Stu Turley   In this episode of the Energy Realities podcast, hosts David Blackmon, Stu Turley, and Dr. Tammy Nemeth sit down with Dr. Richard Norris, managing director at Pandrako Advisors and author of the Energy IQ Substack, […]

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Britain’s £150 billion grid rebuild is being sold as the price of cheap, clean power. The more useful question is whether the country is paying to lock in an expensive, weather-dependent system after already shutting the firm plants that used to keep prices and industry competitive.

Clark Savage1285

The National Energy System Operator’s figures put transmission investment at about £64 billion through 2030 and another £89 billion after that—more than £150 billion in all. The Guardian’s mapping of official recommendations points to well over 4,000 miles of new power lines by 2041, plus subsea cables and converter stations to move Scottish and offshore […]

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Net Zero Has Done More Harm to the West—and the Atmosphere—While Benefiting China

Clark Savage444

How a policy sold as climate leadership transferred industrial power, energy security, and emissions to Beijing. David Blackmon put it as bluntly as anyone in energy journalism has: every facet of the West’s net-zero obsession and taxpayer-subsidized “energy transition” is designed, in practice, to benefit one country. That country is China. On September 20, 2026, […]

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Laser Enrichment: America’s Path to Nuclear Fuel Independence

Clark Savage567

In this episode of the Energy News Beat Podcast, host Stu Turley sits down with Christo Liebenberg, President, Co-Founder, and Chief Technical Advisor of LIS Technologies, to explore one of the most promising solutions to America’s nuclear fuel crisis. As global demand for nuclear power accelerates—driven by AI data centers, electrification, and climate imperatives—the U.S. […]

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