Duke Energy (NYSE: DUK) is navigating a critical juncture that could define its earnings trajectory and investor appeal for years to come. On April 15, 2026, the utility filed with the North Carolina Utilities Commission (NCUC) to recover approximately $809 million in extraordinary fuel and purchased power costs incurred during an extreme winter cold snap […]
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In a move that continues to underscore Beijing’s strategic shift away from U.S. dollar assets amid geopolitical tensions and diversification efforts, China has steadily reduced its holdings of U.S. Treasuries. The latest official data from the U.S. Treasury’s TIC report confirms China’s holdings stood at $693.3 billion at the end of February 2026, down slightly […]
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In every energy crisis, a clear pattern repeats: diesel prices climb faster and higher than gasoline. As of April 2026, with Middle East tensions disrupting tanker traffic through the Strait of Hormuz, the divergence is stark once again. Since the latest conflict intensified, U.S. national average gasoline prices have risen by roughly $1.11 per gallon, […]
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Founded in 2017 by CEO Tim Latimer and CTO Dr. Jack Norbeck, Fervo Energy has quickly become the commercial frontrunner in next-generation geothermal development. The company has raised more than $1.5 billion in equity, debt, and grants from high-profile backers including Google, Breakthrough Energy Ventures (Bill Gates’ fund), B Capital, Devon Energy, and others. Its […]
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The global energy markets are in flux as of mid-April 2026, shaped by severe disruptions from the ongoing Middle East conflict (centered on Iran and the Strait of Hormuz). This has curtailed roughly 7–10 mb/d of crude, NGLs, and refined product exports in March–April, triggering sharp price spikes and inventory draws. Brent crude averaged $103/bbl […]
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The United States is in the midst of a historic expansion of its liquefied natural gas (LNG) export infrastructure. After a decade of rapid growth that transformed the U.S. from a minor player into the world’s largest LNG exporter, a new wave of projects under construction and recently sanctioned is poised to add more than […]
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As the U.S.-imposed blockade of Iranian ports in the Strait of Hormuz enters its critical phase, global oil and LNG supply chains are in chaos. Tankers are idled, LNG prices have spiked, and energy-short nations in Asia and Europe are scrambling for alternatives. The result? Coal—reliable, abundant, and easy to stockpile—is surging back into favor […]
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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 […]
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As the 2026 Iran War continues to ripple through global energy markets—particularly with disruptions tied to the Strait of Hormuz—policymakers, energy producers, and consumers are closely watching the inflationary fallout. A timely new working paper from the Federal Reserve Bank of Dallas provides a rigorous, scenario-based framework for quantifying exactly how oil price shocks from […]
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The United States continues to assert its position as a global energy powerhouse, with Gulf Coast refineries driving record exports of refined petroleum products. Demand for downstream fuels — particularly diesel (distillate fuel oil), jet fuel, and gasoline — has surged internationally, fueled by economic recovery in Latin America, Europe’s energy security needs, and rising […]
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