A Structural Shift in Capital Allocation in the Energy Sector is Underway Due to the Iran Conflict

The 2026 Iran conflict, which escalated in late February with U.S.-Israeli strikes and Iranian retaliation—including the effective closure of the Strait of Hormuz and attacks on energy infrastructure—has triggered the largest supply disruption in global oil market history. Nearly 20% of the world’s oil and significant LNG volumes have been taken offline, sending Brent crude […]

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Chevron’s Wheatstone Gas and LNG Export Facility in Australia Shut Down Due to Storm Damage

A powerful Tropical Cyclone Narelle has forced Chevron to shut down production at its Wheatstone LNG facility in Western Australia, adding fresh pressure to an already strained global liquefied natural gas (LNG) market. The outage, which began on March 26-27, 2026, stems from storm damage to the offshore platform and onshore processing plant near Onslow. […]

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Countries Like Japan Are Removing Barriers to Ramp Up Coal Plants Amid Global LNG Crisis

As energy security concerns mount amid ongoing disruptions in the Middle East, several nations are reversing course on coal phase-outs and ramping up existing coal-fired power plants. Japan is the latest example, with the government preparing emergency measures to lift restrictions on older coal facilities for the fiscal year starting April 2026. This move comes […]

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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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Diesel, Water and Fertilizer Are on the Front Lines of the News: Global Supply Strains Trigger Fuel and Food Security Alarms

As the world grapples with escalating tensions in the Middle East, diesel and fertilizer markets are buckling under unprecedented pressure. A fresh crisis is unfolding in real time, with farmers on the front lines and consumers set to feel the ripple effects at the pump and the grocery store. Australia’s unfolding fuel emergency offers a […]

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Another Death Blow to Clean Energy

Daily Standup Top Stories Which Energy Markets are Moving July 20, 2025 Clark Savage As we navigate through July 2025, the global energy landscape continues to evolve amid economic uncertainties, policy shifts, and fluctuating demand. From traditional fossil fuels to emerging renewables, various sectors are experiencing notable movements—some upward, […] EQT Calls on Congress to Slash Gas […]

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