Trump’s tariffs and China’s steel glut are squeezing Canadian mills from both sides. Algoma’s blast furnace is shut, Stelco lines sit idle, and LNG Canada Phase 2 is going back to a Chinese fabrication yard. By the ENB Research Desk for Stu Turley. Data as of Oct. 26, 2026 (CT). Bottom line up front The […]
Continue Reading
Panels, Chinese-linked inverters, rush interconnections, and what Iran-linked water cyberattacks teach ratepayers, utilities, and data-center investors This is the introduction for the Energy News Beat Research Desk on The Energy News Beat Substack. We are providing deeper dives for paid subscribers on Energy Topics, and this was requested by a paid subscriber. Bottom line up […]
Continue Reading
ENB Pub Note: Since we are in the mood to poke people who don’t do their research, this one popped up. This article first appeared in Andrew Korybko’s newsletter and has an interesting idea on how to unfreeze Russian Assets, and poke the EU. After what Zelensky has been doing to his people, and what […]
Continue Reading
Russian President Vladimir Putin has proposed a trilateral summit with U.S. President Donald Trump and Chinese President Xi Jinping next month to discuss ending the war in Ukraine, according to an exclusive Wall Street Journal report cited by Bloomberg and other outlets on October 18-19, 2026.Bloomberg The idea was first raised during a phone call […]
Continue Reading
Canadian oil producers are failing to fully capture a global oil-price surge. Alberta’s oil sands operators are receiving roughly $26 a barrel less than U.S. rivals for their heavy crude, as the Western Canadian Select (WCS) discount to West Texas Intermediate (WTI) has widened dramatically in recent weeks—to levels not seen since late 2023. Source […]
Continue Reading
On October 16, 2026, President Donald Trump signed an executive order implementing the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 while simultaneously waiving most of its new sanctions, restrictions, and duties. The move, taken under the Act’s national-interest waiver authority (Section 115), came just days before the measures were set to take […]
Continue Reading
Oil prices fell about 2% on October 15, 2026, after reports that the Trump administration is considering easing sanctions on vessels in the so-called “shadow fleet.” Brent crude futures dropped about $2.28 (2.2%) to around $103.78 a barrel, while WTI fell about $1.34 (1.4%) to roughly $93.75, reversing prior gains. The move reflected hopes that […]
Continue Reading
Chinese refiners are set to slow the pace of inventory drawdowns this month as crude imports recover, according to Energy Aspects. More overseas crude is expected to arrive from November, allowing China to preserve its substantial stockpile buffer against further supply disruptions. Analyst Jianan Sun of Energy Aspects noted that recent purchases of Iraqi and […]
Continue Reading
President Donald Trump’s August 26, 2026, Executive Order 14421, “Declaring a National Emergency to Secure the United States Bulk-Power System,” aims to protect the U.S. electric grid from foreign supply-chain and cybersecurity risks. The order cites digital backdoors, malicious remote access, and supply disruptions as threats magnified by the rapid growth of artificial intelligence data […]
Continue Reading
Peter Clack (@PeterDClack) recently put the central contradiction of the Western Net Zero project in plain terms: the green transition is now almost entirely dependent on hardware manufactured by the same industrial giant the West hoped to displace or outcompete. In a post that cuts to the heart of energy density, industrial policy, and geopolitical […]
Continue Reading