China Merchants Energy Shipping (CMES) is doubling down on Very Large Crude Carriers (VLCCs), signaling strong long-term confidence in global crude oil trade despite short-term market volatility. In a recent Lloyd’s List report, the Chinese shipping giant dismissed a nearly 40% drop in VLCC spot rates since late June 2026 as a temporary distortion, raising […]
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Recent analyst predictions of an impending oil glut and sharply lower prices have gained traction amid falling benchmark crude prices and reports of recovering tanker flows through the Strait of Hormuz. However, a closer look at actual oil movements, inventory dynamics, refinery constraints, and exploration activity suggests these calls may be getting ahead of reality. […]
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The Trump administration is drafting restrictions that would effectively ban imports of new foreign-made energy inverters used in solar projects and battery storage systems, citing risks that China could use the devices to disrupt U.S. power supplies. According to an exclusive Reuters report published June 30, 2026, the Federal Communications Commission (FCC) is leading the […]
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This article first ran yesterday on the Energy News Beat Substack. From the wood fires that warmed homes and fueled early industry in 1776 to the sophisticated mix powering AI data centers, electric vehicles, and global exports today, energy has been the invisible backbone of American prosperity, innovation, and geopolitical strength. The U.S. Energy Information […]
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In this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Thomas Land, CEO of Myriad Uranium and J2 Metals, to explore the geopolitical battle reshaping global energy. While China aggressively builds dozens of nuclear reactors to power its AI dominance, the United States remains frozen in time with just 94 reactors—a […]
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In a world rocked by geopolitical tensions around the Strait of Hormuz — a critical chokepoint for global oil supplies — and an explosive surge in electricity demand from AI data centers, nuclear power is experiencing a powerful resurgence. Reliable, low-carbon baseload energy is no longer a niche option; it is becoming central to energy […]
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The recent closure of the Strait of Hormuz and the resulting stranding of over 10 million barrels per day of crude from the Persian Gulf served as a stark wake-up call for import-dependent nations worldwide. In response, countries are racing to expand strategic petroleum reserves (SPR) and commercial storage capacity for both oil and LNG. […]
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China’s aggressive push to power its rapidly expanding AI data centers with renewables is running into practical resistance from grid operators, who warn that the sector’s inflexible power demands could increase reliability risks and complicate grid planning. Industry analysts and officials told Reuters that Beijing’s strategic goal of having renewables supply the majority of electricity […]
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In a striking development reported today by energy expert Dr. Anas Alhajji, more than 30 oil tankers carrying Iranian crude—with their AIS transponders visibly active—are currently heading to Asia. These vessels are loaded with over 50 million barrels of crude oil, according to shipping data from Kpler. This visible convoy marks a significant shift following […]
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China’s push to bring a second dedicated import terminal online for cargoes from Russia’s sanctioned Arctic LNG 2 project underscores strong underlying demand for liquefied natural gas (LNG) in the world’s largest buyer. The move highlights Beijing’s willingness to absorb discounted but geopolitically exposed supply to meet structural needs, even as stable alternatives like Qatar […]
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