An in-depth look at the July 2026 brief by the National Center for Energy Analytics (NCEA), Dr. Lars Schernikau, and Portia Roberts, with updates on U.S. policy and global fleet management. Dr. Schernikau has been on the Energy News Beat Podcast, and we highly recommend buying his book. In a world racing toward ambitious net-zero […]
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Be careful who you vote into office – you will end up paying for their decisions. Humanity’s growing thirst for energy shows no signs of slowing. Despite years of “energy transition” rhetoric promising a shift away from fossil fuels, the reality is far different: we are in an Energy Additions Era, where new sources are […]
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The global oil market is experiencing sharp volatility, shifting rapidly from fears of an impending glut to renewed geopolitical risks centered on the Strait of Hormuz. This comes amid escalating U.S.-Iran tensions, highlighted by Washington’s revocation of a key license allowing Iranian oil sales and Tehran’s persistent efforts to impose fees or tolls on shipping […]
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Middle East oil producers are grappling with significant challenges in selling their crude, even as global benchmark prices (Brent and WTI) have surprisingly softened below or near pre-conflict levels. This comes despite a major supply shock from disruptions in the Strait of Hormuz following the early 2026 Iran conflict (U.S./Israeli strikes on Iran). The market […]
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You won’t want to miss this episode with Jack Prandelli from Switzerland. As an international trader and Substack Author, Jack has been on target with his articles on global oil and Gas Markets. Check out The Merchant’s News : https://themerchantsnews.substack.com/ Follow Jack on X @jackprandelli Connect with Jack on LinkedIn: https://www.linkedin.com/in/prandelligiacomo/ Add Free for our SubStack Subscribers. 1. LNG […]
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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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