What are the potential timelines for energy disruptions from the Strait of Hormuz

The Strait of Hormuz remains effectively closed amid the ongoing U.S.-Israel conflict with Iran, halting nearly all tanker traffic through the critical chokepoint that normally carries about 20% of global oil and LNG trade, along with roughly 5 million barrels per day (mbd) of refined petroleum products. JP Morgan Commodities Research has modeled the ripple […]

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Is it Time to End Ethanol and the Corn-Dependent Subsidies?

With fertilizer shortages driving up input costs and an ongoing energy crisis squeezing every link in the fuel supply chain, America’s decades-long experiment with corn-based ethanol is under fresh scrutiny. The Renewable Fuel Standard (RFS) still mandates roughly 15 billion gallons of conventional (corn) ethanol blending annually, supported by new tax credits such as the […]

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Australia Is Showing California What’s In Store For Them

While California’s leaders double down on aggressive decarbonization mandates and refinery-hostile regulations, Australia is delivering a live-action preview of exactly where those policies lead: shuttered refineries, chronic import dependence, and a full-blown fuel crisis that is now hammering farmers, truckers, and everyday consumers. The timing could not be more urgent. As of March 2026, Australia’s […]

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Global Fertilizer Crisis Deepens: Strait of Hormuz Closure, Diesel Shortages, and LNG Disruptions Threaten Agriculture and Food Security

The global agriculture sector is staring down a perfect storm of fertilizer disruptions, diesel fuel shortages, and skyrocketing energy costs—all triggered by the effective closure of the Strait of Hormuz following the escalation of conflict in the Middle East after “Operation Epic Fury” on February 28, 2026. What began as a geopolitical flashpoint has rapidly […]

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Refineries Under Attack Globally

Energy News Beat Special Report – March 2026 Escalating conflicts have turned oil refineries into strategic targets worldwide. Ukrainian drone campaigns continue to hammer Russian facilities, while the 2026 Iran war (U.S.-Israeli strikes on Iran and Iranian retaliation across the Gulf) has triggered widespread damage to refineries, terminals, and related gas infrastructure in Saudi Arabia, […]

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Diesel, Water and Fertilizer Are on the Front Lines of the News: Global Supply Strains Trigger Fuel and Food Security Alarms

As the world grapples with escalating tensions in the Middle East, diesel and fertilizer markets are buckling under unprecedented pressure. A fresh crisis is unfolding in real time, with farmers on the front lines and consumers set to feel the ripple effects at the pump and the grocery store. Australia’s unfolding fuel emergency offers a […]

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