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

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

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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Tensions in the Strait of Hormuz force us to reconsider material benefits of fossil fuels

ENB Pub Note: This article was originally posted on America Outloud by Ronald Stein and Yoshihiro Muronaka, and we highly recommend signing up and reading their material.  ________________________________________________________________________________________________________ Recent calls for a more realistic shift from “decarbonization” to “low carbon” suggest that discomfort with ideology-driven climate policy is finally beginning to surface in public debate. […]

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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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hurricane season

US Demand for Downstream Diesel, Jet Fuel, and Other Products Increasing — and at What Cost?

The United States continues to assert its position as a global energy powerhouse, with Gulf Coast refineries driving record exports of refined petroleum products. Demand for downstream fuels — particularly diesel (distillate fuel oil), jet fuel, and gasoline — has surged internationally, fueled by economic recovery in Latin America, Europe’s energy security needs, and rising […]

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Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Security

ENB Pub Note: David Blackmon, Professor Mische, and Mike Ariza are on a podcast on Wednesday to cover these critical Executive Orders from President Trump to save California and the United States. This article was originally published on the California Globe, and we recommend reading it there and supporting them. Katy Grimes, the Editor in […]

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Goldman Sachs Says Oil Price Shocks Are Looming: Global Diesel, Gasoline, and Refined Products Crisis Unfolds with Rationing Timelines by Region

As the Iran war enters its fifth week and the Strait of Hormuz remains effectively closed, Goldman Sachs has issued a stark warning in its April 2026 report titled “Are We Running Out of Oil?” The bank’s analysts, led by Yulia Zhestkova Grigsby, conclude that the world is indeed facing acute physical shortages of crude […]

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