Stu Turley here from the Energy News Beat Podcast. For years on this show, we’ve been hammering home a core truth: energy policy is destiny. Affordable, reliable, abundant energy drives manufacturing, jobs, investment, and GDP growth. Ideological Net Zero pursuits that ignore reality — spiking costs, killing baseload power, and forcing deindustrialization — deliver the […]
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In a recent appearance on Squawk Box Asia, veteran commodities strategist Jeff Currie (Co-Chairman of Abaxx Markets) delivered a stark warning that resonates deeply with current market dynamics. He described an emerging “rare earth moment” — a qualitative shift where markets have been neglecting the physical world (“atoms”) in favor of financial narratives and tech […]
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In the shadow of ongoing tensions with Iran, threats to the Strait of Hormuz, and high-stakes negotiations, President Donald Trump’s administration is actively pushing to expand the Abraham Accords. Recent statements tie potential deals with Tehran directly to broader normalization between Israel and additional Arab and Muslim-majority countries — including key Gulf states. The strategy […]
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Europe is entering the critical summer injection season with dangerously depleted natural gas storage, leaving the continent vulnerable to even moderate supply disruptions. A recent analysis from OilPrice.com highlights stark warnings from senior Equinor executives: if disruptions through the Strait of Hormuz persist for another 1–3 months, Europe risks a critical shortfall in gas stocks […]
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Even the most optimistic reopening of the Strait of Hormuz won’t deliver a quick fix. Physical barrels tell a far harsher story than paper futures. Art Berman (@aeberman12) nailed it in his May 25, 2026, post: There is no clean, modelable “successful reopening” of the Strait of Hormuz. Even in the wildly optimistic scenario, the […]
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In the shadow of the ongoing U.S.-Israeli conflict with Iran — marked by the near-closure of the Strait of Hormuz and the largest oil supply disruption in modern history — Saudi Arabia stands out as a clear winner. While many Gulf producers face sharp production cuts, export halts, and economic contractions, the Kingdom under Crown […]
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The hype around AI delivering massive cost savings and productivity gains is colliding with hard financial reality. A viral post from Crypto Rover highlighted the emerging crisis: Microsoft reportedly directed engineers to stop using Anthropic’s Claude due to exploding AI bills, while Uber admitted its entire 2026 AI budget was already exhausted by April. These […]
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This is an outstanding article from Nathan Hammer’s Substack Hammer and Anvil. Every time you see a 400 foot wind turbine cutting through the sky, you are looking at a machine designed to harvest the wind. It feels clean. It feels weightless, like a piece of the future that has successfully severed its ties to […]
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The Strait of Hormuz — the world’s most critical oil chokepoint — remains at the center of global energy markets. A promising diplomatic window has opened, but it is far from sealed. Commodity trader and analyst Jack Prandelli captured the moment perfectly in a post today: “Iran’s ‘Hormuz weapon’ is real. But every year it […]
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Jamie Dimon, CEO of JPMorgan Chase, has once again sounded alarms about mounting pressures on the US economy. In a recent Bloomberg Television interview and his April 2026 annual letter to shareholders, he highlighted vulnerabilities in leveraged corporate debt, the challenges of refinancing at elevated rates, geopolitical shocks from the Iran conflict, and risks of […]
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