The AI-driven data center boom is reshaping U.S. energy demand, with hyperscalers (Microsoft, Meta, Google, Amazon, Oracle, and others) pouring hundreds of billions into new facilities that require massive, reliable, 24/7 power. Natural gas—via pipelines, turbines, onsite generation, and supporting equipment—is emerging as a critical bridge fuel due to its dispatchability, speed of deployment, and […]
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China Merchants Energy Shipping (CMES) is doubling down on Very Large Crude Carriers (VLCCs), signaling strong long-term confidence in global crude oil trade despite short-term market volatility. In a recent Lloyd’s List report, the Chinese shipping giant dismissed a nearly 40% drop in VLCC spot rates since late June 2026 as a temporary distortion, raising […]
Continue ReadingThe oil market in early 2026 has been anything but predictable. What was expected to be a year of oversupply and sluggish prices has instead delivered a surge in volatility, driven by geopolitical flare-ups and unexpected supply disruptions. At the center of this storm is Iran, where escalating tensions with the United States have prompted […]
Continue ReadingIn the first year of the Trump Administration\’s return to power—from January 20, 2025, to January 2026—a remarkable series of over 250 actions has been implemented to revitalize America\’s energy sector. Compiled by Thomas J. Pyle of the Institute for Energy Research (IER), this comprehensive list highlights executive orders, regulatory rollbacks, legislative victories, and agency […]
Continue ReadingDaily Standup Top Stories After Only 15 Years Of Operation, Germany’s First Offshore Wind Farm Being Scrapped March 17, 2025 Stu Turley Germany’s Alpha Ventus offshore wind farm, in operation for 15 years, will be dismantled due to unprofitability after subsidies expired. The Alpha Ventus offshore wind farm near the German North Sea island of Borkum […]
Continue ReadingDaily Standup Top Stories Vietnam’s shift back to coal is under EU scrutiny May 28, 2024 Mariel Alumit A heat wave in Vietnam in May and June of last year led to major power shortages across the north of the country. Factories owned by some of the world’s largest tech firms, including South Korean tech giant […] “Big Oil” companies […]
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