Dallas Fed Impact Study of the 2026 Iran War on U.S. Inflation: A Scenario Analysis

As the 2026 Iran War continues to ripple through global energy markets—particularly with disruptions tied to the Strait of Hormuz—policymakers, energy producers, and consumers are closely watching the inflationary fallout. A timely new working paper from the Federal Reserve Bank of Dallas provides a rigorous, scenario-based framework for quantifying exactly how oil price shocks from […]

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President Trump Said Gas Prices May Stay Elevated Till the Midterms: A Deep Dive into the Iran War Unwind and Global Oil Market Realities

President Donald Trump’s recent comments on Fox News’ Sunday Morning Futures have sparked intense debate in energy circles. In the April 12, 2026 interview, Trump acknowledged that U.S. gasoline prices “could be the same or maybe a little bit higher” by the November midterm elections, despite earlier hopes for a quick resolution. This marks a […]

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Europe’s Gas Market is under Stress During Refill Season

As Europe enters the critical summer refill season in April 2026, its natural gas market faces significant headwinds. Underground storage levels are starting from an unusually low base after a harsh winter, compounded by geopolitical disruptions to LNG supply chains—particularly from the Middle East. With refill operations already underway but volumes constrained, the continent is […]

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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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