David Blackmon, Dr. Tammy Nemeth, and Stu were on deck, and we covered Irina Slav’s great Oilprice.com’s great story. The world is changing, and the energy markets are at the center stage. Today David Blackmon was the host accompanied by Stu Turley, and Dr. Tammy Nemeth on the The Nemeth Report. Irina Slav was out, but we covered […]
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The Strait of Hormuz — the narrow waterway through which roughly one-fifth of global oil and significant LNG volumes flow — has remained effectively closed since early March 2026 following the escalation of the U.S.-Israel-Iran conflict. Iran has suspended talks and signaled the blockade could become permanent absent major concessions. In a wide-ranging interview with […]
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In a striking display of persistence amid one of the most volatile energy chokepoints in the world, QatarEnergy has successfully moved its ninth known LNG cargo out of the Persian Gulf since the Iran conflict erupted in late February 2026. Bloomberg energy reporter Stephen Stapczynski highlighted the latest transit on X today, noting that the […]
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ENB Pub Note: This article is republished from Andrew Korybko’s Newsletter on Substack, and he brings up some great points. That false narrative might still gain traction, however, due to misguided Russian soft power policies. Indian Ministry of External Affairs Secretary (East) Rudrendra Tandon said during Venezuelan President Delcy Rodriguez’s recent visit that there’s “perfect complementarity” in the […]
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The global energy markets are in the midst of a historic shock. As the 2026 Strait of Hormuz crisis—triggered by the U.S.-Israel conflict with Iran—enters its fourth month, roughly 20% of the world’s seaborne oil and 20% of LNG flows have been disrupted. Prices spiked above $100 per barrel (peaking near $126), with Brent briefly […]
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China is moving fast to solve one of the biggest bottlenecks in the global AI race: powering data centers quickly and cheaply. According to state broadcaster CCTV, the country has just launched its first prefabricated computing power hub in the eastern city of Qingdao, Shandong province. This modular power solution promises to slash construction time […]
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The global oil tanker industry is riding an unprecedented wave of profits fueled by the ongoing Iran conflict, but shipowners are already bracing for a sharp reversal. According to a new Financial Times report, tanker owners are warning of a potential market crash if the Strait of Hormuz reopens or as broader market forces take […]
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The U.S. naval blockade of Iran, enforced since mid-April 2026, is delivering a measurable blow to Tehran’s oil-dependent economy. Iranian crude and condensate exports have plummeted from nearly 2 million barrels per day (bpd) earlier this year to below 300,000 bpd in May, according to trade intelligence firm Kpler. At conservative Brent prices around $90 […]
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U.S. forces conducted a maritime interdiction and boarded the stateless supertanker MT Davina (also known as Lenore) overnight in the Indian Ocean, the Pentagon and U.S. Indo-Pacific Command (INDOPACOM) confirmed on June 5, 2026. The vessel, a very large crude carrier (VLCC) capable of carrying up to two million barrels of oil, was operating as […]
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US military surveillance has documented nearly 1,000 commercial vessel transits through the Strait of Hormuz in the roughly two months since the US-Iran ceasefire took effect on April 8, 2026. The figure, shared by an official familiar with US Central Command operations, exceeds private-sector estimates that rely primarily on ship transponders (AIS data). Military analysts […]
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