The Atlantic Distillate Trap

Crude is not scarce. Diesel out of the Atlantic basin is — and the refineries that could make it are not where the barrels are, or configured to run them. American margins are near records while Asian margins have collapsed, and that gap is doing more to set the price at your pump than the […]

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America’s Solar Buildout Has a Security Blind Spot

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 […]

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Saudi Aramco Evacuates HQ, How Is the Oil and LNG Shipping Going?

Saudi Aramco ordered the evacuation of its Dhahran headquarters on Thursday, October 22, 2026, directing staff to work remotely after an alarm. Multiple sources, including Bloomberg and Reuters, confirmed the move. It is the first full headquarters evacuation since the U.S.-Israeli war with Iran began in late February 2026.⁠Bloomberg⁠Reuters The headquarters, which includes an operations […]

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President Trump Signs Executive Order Waiving Key Russian Sanctions and Tariffs Under the Graham Act, Helping Keep Oil Flowing

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 […]

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