Tankers U-Turn as the IRGC Says Strait of Hormuz is Closed: What Happens Next is Anyone’s Guess and Price Volatility Looks to Be Short Term

In a fluid and confusing situation that has maritime operators on edge, several tankers and cargo vessels executed abrupt U-turns in the Strait of Hormuz over the past 48 hours after Iran’s Islamic Revolutionary Guard Corps (IRGC) signaled a return to tight control of the waterway. While Iran’s foreign minister declared the strait “completely open” […]

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Fervo Energy: From Startup to Geothermal Leader

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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Oil Tankers and Traffic Test Hormuz Reopening

In a significant development for global energy markets, Iran announced today that the Strait of Hormuz is now “completely open” to commercial shipping for the remainder of the fragile ceasefire period tied to the Lebanon truce. The announcement, made by Iranian Foreign Minister Abbas Araghchi, comes amid ongoing U.S. naval restrictions on vessels calling at […]

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Where are Oil and LNG Prices Heading? What are the second order impacts for consumers and investors?

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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Javier Blas writes in Bloomberg, over the years, liberals became increasingly hostile to fossil fuels as the evidence of climate change accumulated.

This is from the Doug Sheridan LinkedIn account. We highly recommend following and connecting with Doug Sheridan.  The great Javier Blas writes in Bloomberg, over the years, liberals became increasingly hostile to fossil fuels as the evidence of climate change accumulated. From 2020 onward, the hostility turned into militant opposition, culminating with Biden’s election slogan […]

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The Shale Revolution Hits the Road

The U.S. shale revolution didn’t just transform American energy—it created a blueprint the rest of the world now wants to copy. After two decades of explosive growth that made the United States the world’s top oil and gas producer, the playbook of horizontal drilling, multi-stage fracking, and relentless cost-cutting is crossing borders. Energy security, once […]

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