Houston, TX – May 17, 2026 – Caturus LLC announced a positive Final Investment Decision (FID) on May 15 for its Commonwealth LNG export facility in Cameron Parish, Louisiana, unlocking full construction on one of the most cost-competitive and efficient LNG projects in the United States. The $13 billion project, backed by $9.75 billion in […]
Continue Reading
Power prices on the largest electric grid in the United States — PJM Interconnection, which serves 13 states and the District of Columbia — jumped a staggering 76% in the first quarter of 2026. Wholesale power averaged $136.53 per megawatt-hour (MWh), up from $77.78/MWh in the same period of 2025, according to the grid’s independent […]
Continue Reading
Two and a half months after the Strait of Hormuz effectively shut down amid the escalating Middle East conflict, India—the world’s third-largest crude oil importer—is grappling with a deepening energy shock that is rippling through its economy. What began as a geopolitical standoff has now cut off more than 40% of India’s crude oil flows, […]
Continue Reading
Canada’s manufacturing and industrial base is in freefall under Prime Minister Mark J. Carney’s leadership. A viral X post from @wealthmoose on May 14, 2026, lays out the stark reality with receipts: over $50 billion in planned investments have been canceled, moved, or evaporated in key auto, battery, and manufacturing projects across Ontario and Quebec. […]
Continue Reading
Europe’s shift away from Russian pipeline gas has come at a steep price: a rapidly deepening reliance on U.S. liquefied natural gas (LNG). According to a new analysis highlighted today by OilPrice.com, the European Union’s dependence on American LNG is projected to climb sharply, reaching as high as 80% of all LNG imports within two […]
Continue Reading
A viral X post from @WallStreetApes on May 11, 2026, has spotlighted a growing tension in rural Georgia: the use of eminent domain by Georgia Power to acquire land and easements for high-voltage transmission lines. The lines are needed to support surging electricity demand, much of it from new hyperscale data centers driven by the […]
Continue Reading
The world is facing its most severe oil and gas supply crunch in history, triggered by the ongoing Middle East conflict and prolonged disruptions to flows through the Strait of Hormuz—the chokepoint carrying roughly 20% of global oil. What began in late February as a short-term geopolitical flashpoint has evolved into a structural crisis, with […]
Continue Reading
As the U.S.-Israeli conflict with Iran disrupts key Middle East energy routes and chokes global liquefied natural gas (LNG) supplies, Asia’s top LNG importers are turning back to coal to keep the lights on. Spot LNG prices have roughly doubled, while Asian LNG imports have fallen sharply—the biggest drop since 2022—prompting utilities across the region […]
Continue Reading
This means restoring normal supply-demand equilibrium, rebuilding severely depleted global inventories, repositioning tankers and supply chains, restarting/rebalancing production flows, ending demand rationing/destruction, and removing the geopolitical risk premium that has driven price volatility and tightness. Nasser emphasized that simply reopening shipping routes (like the Strait of Hormuz) is not the same as market normalization, due […]
Continue Reading
PJM Interconnection, the nation’s largest regional transmission organization, is confronting a historic shift from electricity surplus to structural scarcity. A new special report released by PJM on May 6, 2026, titled Powering Reliability Through Market Design, details how unprecedented demand growth—fueled largely by hyperscale data centers and AI infrastructure—combined with accelerated retirements of dispatchable generation […]
Continue Reading