The 2026 Strait of Hormuz crisis—sparked by U.S.-Israeli operations against Iran beginning in late February and marked by Iranian attacks on shipping, assertions of control, U.S. naval responses and blockades, and sharply reduced tanker traffic—has delivered the largest oil supply disruption on record. At its peak, the effective closure or severe constriction of the waterway, […]
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The Energy Realities team of Dr. Tammy Nemeth, David Blackmon and Stu Turley have way too much fun this morning. The Energy Transition is not happening because we are in an energy addition phase, but the real issue is that a crisis is looming in the next few years. The financial treadmill of doom requires […]
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In the heart of the Midland Basin, two pure-play Permian operators are delivering a clear message in mid-2026: well productivity is holding up—and in key cases improving—amid ongoing efficiency gains across the broader Permian. Recent Hart Energy/Oil and Gas Investor analysis highlights Diamondback Energy’s (FANG) new Midland Basin wells showing a strong rebound in early […]
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Stu Turley, Energy News Beat Podcast Host, recently highlighted a long-standing debate over ethanol-blended gasoline. After filling up with 89-octane fuel containing up to 10% ethanol (E10) and driving 349 miles, the vehicle averaged 17.4 miles per gallon—well below its typical 22–24 mpg. Switching to ethanol-free gasoline restored performance to 22.3 mpg almost immediately. The […]
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Iran has ruled out direct negotiations with the United States for now, citing repeated violations of a short-lived interim peace memorandum of understanding signed in June, while President Donald Trump has signaled a patient, restrained approach focused on economic pressure rather than immediate new military action. The standoff continues to leave the Strait of Hormuz—the […]
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Yemen’s Iran-aligned Houthis claimed a drone strike on Saudi Aramco’s Jazan (also spelled Jizan) refinery on Sunday, August 9, 2026, just two days after the kingdom signed a major trilateral defense pact. Saudi Arabia’s Energy Ministry reported a fire at a facility within the complex that was extinguished with no injuries. This marks the latest […]
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On August 7, 2026, the U.S. Department of the Treasury’s Office of Foreign Assets Control (OFAC) announced sweeping sanctions targeting digital asset exchanges and networks used by the Iranian regime to launder funds, evade sanctions, and support the Islamic Revolutionary Guard Corps (IRGC) and other terrorist groups. The action hits two major platforms exploited by […]
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Texas Governor Greg Abbott’s directive pausing new data center interconnections to the ERCOT grid has placed nearly one-fifth of the entire U.S. data center development pipeline at risk of delays, according to analysis from BloombergNEF (BNEF). The move, announced August 3, 2026, requires a comprehensive audit of energy use, water consumption, financing, ownership, and community […]
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The Renewable Treadmill of Financial Death The Renewable Treadmill of Financial Death is a topic that David Blackmon , The Nemeth Report (Dr. Tammy Nemeth) and I will be covering at our new time at 9:00 Central this Monday. The following week at 9:00, we have a special edition of the Energy Realities Podcast with Dr. Joseph Fournier, another great Substack […]
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On the night of August 7-8, 2026, Russia and Ukraine exchanged strikes targeting energy infrastructure and civilian areas. Russian forces launched ballistic missiles and drones at the Kyiv region and capital, while Ukrainian forces conducted long-range drone strikes on two Russian oil refineries. Russian strikes hit the Brovary district near Kyiv and areas in the […]
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