Nine huge stories from the Energy News Beat Team – Buckle Up This was our second Live feed to Substack, and as we try to grow here, we want to hear from you: what is important, and what we can do better. I am still on a small high this week as we have been […]
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Chinese-headquartered companies have delivered more than 70 GW of inverters to America’s commercial and utility solar plants, while each U.S. grid is designed to ride through the sudden loss of roughly 2.8 to 3.9 GW. Replacing one big transformer now takes about two and a half years. What has actually been found, what Washington has […]
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Supertankers are racing into the Persian Gulf for record fees, and that single migration is redrawing how crude moves. More than 40 percent of the world’s roughly 850 very large crude carriers are now inside the Gulf or within a couple of days’ sail of it, according to Signal Ocean data cited by Bloomberg. Empty […]
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Politicians, Permitting Reform, and the Collapse of Energy Logic In this episode of the Energy Realities podcast, hosts Dr. Tammy Nemeth, Stu Turley, and David Blackmon tackle the rampant contradictions plaguing modern energy policy across North America and beyond. From Massachusetts Governor Maura Healey’s sudden reversal on natural gas pipelines to Canada’s conflicting signals on […]
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Global electricity demand is growing faster than the grids that have to carry it. The constraint is no longer just generation. It is the hardware that steps voltage up and down—large power transformers and the related substation gear—and the industrial base that used to build them. The International Energy Agency’s Electricity 2026 report puts global […]
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LNG Canada will again source major modules from a Chinese state-owned fabricator for its $33 billion Phase 2 expansion in Kitimat, B.C., even as Canadian primary steel producers idle lines and issue layoff notices under U.S. tariffs and persistent import pressure. Prime Minister Mark Carney has left the steel decision to the project owners while […]
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When the lights flicker, the bills spike, and the largest customer turns hostile, politicians who spent a decade blocking pipelines suddenly discover the language of urgency. That pivot is on full display this week in Massachusetts and Ottawa. Energy News Beat reported today that Massachusetts Governor Maura Healey has asked the Trump administration to accelerate […]
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China is once again withholding refined products from the global market, layering fresh stress onto an already strained diesel complex. On October 1, 2026, trade sources reported that Chinese refiners have suspended oil-product exports for October to destinations other than Hong Kong and Macau, pending new guidance from Beijing. State-owned major PetroChina has canceled planned […]
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Stelco Holdings, owned by Ohio-based Cleveland-Cliffs since a $3.4-billion acquisition in late 2024, announced it will indefinitely idle cold-rolled and coated operations at its Hamilton Works plant beginning around October 9. The company says the move is required “to help ensure the survival of Stelco.” About 350 workers at Hamilton are expected to be laid […]
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WTI is hovering near $89 after a sharp September unwind from above $100. Brent is still the more stubborn benchmark, recently trading in the mid-to-high $90s after spending stretches of the month above $100. The market is no longer pricing a clean “Hormuz victory.” It is pricing a split world: more crude is moving again, […]
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