The Energy Realities Team of Dr. Nemeth, David Blackmon, and Stu Turley was in rare form this morning. In this roundtable discussion, three energy experts examine the perfect storm of policy decisions, geopolitical conflicts, and ideological commitments that have created a global energy crisis. Hosted by Stu Turley of Energy News Beat, with guests Dr. […]
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Three sanctioned tankers carrying nearly six million barrels of Iranian crude—valued at roughly $600 million—are crossing the Atlantic toward the United States, according to vessel-tracking data from TankerTrackers and Kpler. The ships, Majestic X, Tifani, and Lenore, were seized months ago in the Indian Ocean as part of a broader U.S. campaign against Iran’s sanctions-evading […]
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A Ukrainian drone strike on Friday forced Russia’s Novoshakhtinsk refinery in the Rostov region offline, according to regional governor Yury Slyusar. The plant, which processes about 110,000 barrels per day (roughly 5–5.6 million tons per year), is not one of Russia’s giants. It is, however, a clean illustration of why diesel—the workhorse fuel for trucking, […]
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The remark, given to Nikkei Asia in Tokyo on September 24, is the clearest signal yet that Riyadh no longer treats three outlets as enough insurance against a two-front maritime crisis. Nasser said engineering and feasibility work is already underway. He did not name destinations, capacities, or dates. He did say Aramco can restore interrupted […]
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The White House’s decision this week to step back from a blunt 90-day diesel export ban is one of the most important energy-security signals of 2026. Record pump prices invited a political shortcut. The administration, led by Energy Secretary Chris Wright, instead chose the harder and more honest path: keep the refining system running and […]
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That is the argument Javier Blas is making in his September 23 Bloomberg Opinion column, China Isn’t Buying More Oil, It’s Buying From Different Markets (also framed as “Don’t Believe the Hype About China’s Oil Buying”). The global market treated China’s pre-war appetite as a floor. In 2026 it became a valve. The Blas thesis: […]
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Treasury Secretary Scott Bessent used a Monday appearance on CNBC’s Squawk Box to lay out the working-level results of weekend talks with Chinese Vice Premier He Lifeng — talks he described as a direct extension of the personal relationship between President Donald Trump and President Xi Jinping. Those discussions, held in New York the day […]
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The market got a supply headline it has been waiting for. Saudi Arabia has restarted the East-West Pipeline and could resume loadings from Yanbu on the Red Sea as soon as Tuesday, according to sources briefed on the matter. The line is still pumping at a low rate after drone strikes forced a shutdown around […]
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President Donald Trump announced Monday that the United States is working on a “massive Deal” to purchase potash from Belarus at substantially lower prices than those paid to Canada. The move is a direct response to the breakdown in U.S.-Canada trade talks and another concrete example of an America First strategy that prioritizes American farmers, […]
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Special Guest Richard Norris Pandreco on the Energy Realities Podcast with Dr. Tammy Nemeth, David Blackmon and Stu Turley In this episode of the Energy Realities podcast, hosts David Blackmon, Stu Turley, and Dr. Tammy Nemeth sit down with Dr. Richard Norris, managing director at Pandrako Advisors and author of the Energy IQ Substack, […]
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