Energy Security Starts at Home: More Than a Slogan – Now Critical for Business and Political Decisions

For years, “energy security starts at home” served as a catchy talking point in policy debates. The Iran war and the resulting disruptions around the Strait of Hormuz, combined with the 2026 midterm “blue wave,” have turned it into a practical requirement for businesses, investors, grid operators, and voters. Reliability, affordability, and deliverable supply now […]

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Energy Realities Round Table – What are Earnings Telling Us?

In this wide-ranging Energy Realities Round Table discussion, hosts David Blackmon, Dr. Tammy Nemeth, and Stu Turley dive deep into the forces reshaping global energy markets. Triggered by record-breaking quarterly earnings from major oil companies—ExxonMobil, Chevron, Shell, and BP—the conversation expands to reveal a complex web of interconnected challenges: a critical global refining capacity shortage, […]

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US Supplied 18.8% of Europe’s Crude in Q2 2026 — Up from Lower Shares, While Russia’s Share Collapsed from 25.8% in 2021

The United States has solidified its position as Europe’s top crude oil supplier. According to Eurostat data highlighted in a recent analysis by commodity markets observer Jack Prandelli, the US accounted for 18.8% of the EU’s petroleum oil imports by value in the second quarter of 2026. That marked a rise from 15.1% in 2025 […]

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The Atlantic Distillate Trap

Crude is not scarce. Diesel out of the Atlantic basin is — and the refineries that could make it are not where the barrels are, or configured to run them. American margins are near records while Asian margins have collapsed, and that gap is doing more to set the price at your pump than the […]

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Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid

On the night of October 30–31, 2026, Ukrainian long-range drones struck the Bashneft refining complex in Ufa, in Russia’s Republic of Bashkortostan, roughly 1,400–1,600 kilometers from the front lines. The attack came as Russian forces simultaneously hit Ukrainian energy infrastructure, leaving hundreds of thousands of households without power as winter approaches.⁠Bloomberg⁠Kyivpost Bloomberg reported that Ukraine […]

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