Geopolitical
US Energy News
Dallas Fed Oil and Gas Activity Rises Amid Elevated Uncertainty
The Federal Reserve Bank of Dallas released its Q1 2026 Energy Survey on March 25, 2026, and the headline is clear: after nearly a year of contraction, oil and gas activity in the Eleventh Federal Reserve District (Texas, northern Louisiana, and southern New Mexico) is expanding again. The survey’s broadest measure—the business activity index—jumped from -6.2 […]
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220 Vessels Transited the Strait of Hormuz in March: A Deep Dive into Vessel Types, Cargo Destinations, Pipeline Bypass Volumes, and Global Fuel Export Ban
The Strait of Hormuz, one of the world’s most critical energy chokepoints, saw dramatically reduced maritime traffic in March 2026 amid ongoing regional tensions following U.S.-Israeli strikes on Iran and subsequent Iranian restrictions on shipping. According to data shared by MarineTraffic and analytics firm Kpler, a total of just 220 vessels transited the strait during […]
Diesel Is the Hot Commodity in the World, and Refineries Are the Weak Point
In a world already stretched thin on refined fuels, diesel has emerged as the undisputed king of commodities—and refineries are proving to be the fragile link in the global supply chain. As of early April 2026, the ongoing disruption in the Strait of Hormuz—triggered by the Iran conflict—has created the largest supply shock in diesel […]
How Will the Market React to President Trump’s Speech from the White House Tonight?
President Donald Trump delivered a prime-time address from the White House on April 1, 2026, providing an “important update” on the U.S. involvement in the Iran conflict. In the speech and preceding statements, Trump signaled strong optimism: U.S. military operations could wrap up in “two to three weeks,” the Strait of Hormuz would “open naturally” […]
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