In the wake of escalating tensions in the Middle East, triggered by the U.S.-led military operation against Iran under President Trump, global energy markets are reeling from sharp price increases. European governments are scrambling to mitigate the inflationary pressures on energy and food, with measures like price caps and restrictions on fuel price fluctuations. The […]
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As oil prices surge past $100 per barrel amid escalating tensions in the Middle East, particularly the conflict involving Iran and disruptions in the Strait of Hormuz, the global energy market is facing unprecedented volatility. Brent crude briefly topped $110 in early March 2026, marking the first time in nearly four years that prices have […]
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In the wake of escalating geopolitical tensions and a rapidly evolving global energy landscape, Russia is decisively pivoting its gas and oil exports eastward. This strategic shift, driven by lucrative opportunities in Asia amid disruptions from the ongoing Iran conflict, is reshaping international energy dynamics. As Deputy Prime Minister Alexander Novak recently confirmed, negotiations are […]
Continue ReadingIn an era of escalating geopolitical tensions and accelerating climate goals, the global energy landscape is a powder keg of vulnerabilities and opportunities. As of March 2026, the world grapples with surging energy demands from AI data centers, volatile oil prices amid Middle East conflicts, and the uneven push toward net-zero emissions. This article examines […]
Continue ReadingIn a striking sign of tightening global fuel supplies, Exxon Mobil has scheduled its first-ever shipments of gasoline from the U.S. Gulf Coast to Australia, totaling around 600,000 barrels this month. These cargoes, loading from Houston in mid-March aboard medium-range tankers like the Largo Eagle and Nord Ventura, consist mostly of gasoline with some diesel […]
Continue Reading\”Energy Security Starts at home, and Energy Dominance comes through your exports, But your energy dependence is defined by who you import from\”. – Stu Turley. The European Union is once again grappling with an escalating energy crisis in early 2026, driven by geopolitical tensions that have disrupted key supply routes. With Ukraine halting Russian […]
Continue ReadingIn a dramatic escalation of the energy war tied to the Russia-Ukraine conflict, Ukrainian drones struck a critical Russian pumping station feeding the Druzhba oil pipeline on the night of February 22-23, 2026. The attack on the Kaleykino facility in Tatarstan — more than 1,200 km (750 miles) inside Russia — has further disrupted supplies […]
Continue ReadingThe European Commission confirmed it is in contact with Ukraine over repairs to the Druzhba pipeline, while assuring no immediate supply risks for Hungary and Slovakia. Slovakia accused Ukraine of delaying oil flows for political leverage, as Hungary sought to import Russian crude via Croatia’s Adria pipeline. A Bulgarian think tank argued that Hungary no […]
Continue ReadingJack Prandelli of The Merchants News Substack stopped by, and we had a blast visiting about huge changes in the oil and gas markets. At the end of the podcast, we also discuss how we should restructure electricity prices for consumers. 1. China’s efforts to reduce its reliance on the US dollar: – China is […]
Continue ReadingThe global energy crisis has exposed vulnerabilities in supply chains, driving up prices and underscoring the fragility of overreliance on imports. Energy security, once a secondary concern, is now a cornerstone of national policy, ensuring stable access to affordable resources amid disruptions. Countries are turning inward, ramping up domestic production to shield economies from external […]
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