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 […]
Continue Reading
President Donald Trump is set to unveil a major South Korean investment package that includes roughly $54 billion directed at Alaska’s long-planned liquefied natural gas (LNG) project, according to White House officials and multiple reports. The announcement, expected in the Oval Office, is the first major tranche from South Korea’s broader $200 billion in U.S. […]
Continue Reading
Cheniere Energy has handed over the last piece of its Corpus Christi Stage 3 expansion just as the global LNG market is being pulled in two directions: Asia bidding hard for cargoes, and Europe trying to refill storage that is running well behind seasonal norms. The timing is not a coincidence. It is the point […]
Continue Reading
U.S. crude oil and petroleum product exports have hit unprecedented levels in recent weeks, even as the Biden-era Strategic Petroleum Reserve (SPR) continues to be drawn down at a record pace to help stabilize global markets amid ongoing disruptions from the Iran conflict and the Strait of Hormuz blockade. According to the latest data, total […]
Continue Reading
As the U.S.-Israeli conflict with Iran disrupts key Middle East energy routes and chokes global liquefied natural gas (LNG) supplies, Asia’s top LNG importers are turning back to coal to keep the lights on. Spot LNG prices have roughly doubled, while Asian LNG imports have fallen sharply—the biggest drop since 2022—prompting utilities across the region […]
Continue ReadingUkraine\’s intensified bombing campaign against Russian refineries over the last month is creating a severe fuel crisis in Russia while simultaneously having negative repercussions for the environment. The crippled refining capacity is forcing Russia to import gasoline from distant Asian markets, amplifying CO2 emissions through longer transportation routes. This disruption also reverberates through global fuel […]
Continue ReadingDaily Standup Top Stories Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility September 5, 2025 Clark Savage In a significant step toward advancing the U.S. nuclear energy sector, Oklo Inc. (NYSE: OKLO) has announced the commencement of the first phase of construction for a cutting-edge nuclear fuel recycling facility in Oak Ridge, […] Hyundai EV […]
Continue ReadingThis was a wild week in the energy space. The geopolitical tensions around the world are driving oil prices to $77, and if Iran\’s oil export capacity is diminished, we may see some short-term spikes to $100. For our oil and gas investors who follow Energy News Beat, this is what Stu has been predicting. […]
Continue ReadingDaily Standup Top Stories How the Israel-Iran Crisis Is Swiftly Becoming Taiwan’s National Security Crisis June 17, 2025 Clark Savage The escalating conflict between Israel and Iran, marked by Israeli airstrikes on Iranian military and nuclear infrastructure, has sent shockwaves through global energy markets, with far-reaching implications for Taiwan’s national security. The Strait of Hormuz, […] Tankers […]
Continue ReadingDaily Standup Top Stories Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of Papers March 30, 2025 George McMillian ENB Pub Note: George McMillan, an ENB news contributor on energy and geopolitical topics, wrote this article. You can find my interviews with George on his landing […]
Continue Reading