Category: LNG

Energy Security Starts at Home, and Your Energy Dominance Is Exhibited Through Your Exports – How is the U.S. Shipbuilding rolling out?

Clark Savage731

In an era of global energy volatility—exemplified by the 2026 Strait of Hormuz crisis and surging U.S. oil and LNG exports—true energy security isn’t just about drilling and producing at home. It’s about controlling the vessels that carry American energy to the world. President Donald J. Trump’s administration has made this crystal clear: Energy dominance […]

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Post-Iran Conflict: Why LNG Markets Face a Longer, Bumpier Recovery Than Oil

Clark Savage941

While Goldman Sachs and other analysts project a relatively swift rebound in Gulf oil output once the Strait of Hormuz reopens and the ceasefire holds, the outlook for liquefied natural gas (LNG) markets is markedly more cautious. Roughly 20% of global LNG supply—primarily from Qatar—has been disrupted by the conflict, with physical damage to liquefaction […]

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Oil Tankers and Traffic Test Hormuz Reopening

Clark Savage2958

In a significant development for global energy markets, Iran announced today that the Strait of Hormuz is now “completely open” to commercial shipping for the remainder of the fragile ceasefire period tied to the Lebanon truce. The announcement, made by Iranian Foreign Minister Abbas Araghchi, comes amid ongoing U.S. naval restrictions on vessels calling at […]

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Where are Oil and LNG Prices Heading? What are the second order impacts for consumers and investors?

Clark Savage3076

The global energy markets are in flux as of mid-April 2026, shaped by severe disruptions from the ongoing Middle East conflict (centered on Iran and the Strait of Hormuz). This has curtailed roughly 7–10 mb/d of crude, NGLs, and refined product exports in March–April, triggering sharp price spikes and inventory draws. Brent crude averaged $103/bbl […]

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The House Passes the FENCES Act – Rep. August Pfluger

Clark Savage792

In a significant victory for American energy producers, manufacturers, and workers, the U.S. House of Representatives passed H.R. 6409, the Foreign Emissions and Nonattainment Clarification for Economic Stability (FENCES) Act, on April 16, 2026, by a vote of 220-208. Sponsored by Rep. August Pfluger (R-TX-11), this commonsense permitting reform bill amends the Clean Air Act […]

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Australia Hits “Critical Energy Implosion”: Geelong Refinery Fire Exposes the Fragility of Net Zero Policies

Clark Savage1529

Australia’s energy security is under unprecedented strain. A major fire at one of the nation’s last two oil refineries has thrust the country’s deepening fuel vulnerability into the spotlight, underscoring how decades of Net Zero-driven policies have transformed a once self-reliant energy powerhouse into a heavily import-dependent nation. On the night of April 15, 2026, […]

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