Even the most optimistic reopening of the Strait of Hormuz won’t deliver a quick fix. Physical barrels tell a far harsher story than paper futures. Art Berman (@aeberman12) nailed it in his May 25, 2026, post: There is no clean, modelable “successful reopening” of the Strait of Hormuz. Even in the wildly optimistic scenario, the […]
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ENB Pub Note: This article was originally posted on the California Globe, and we highly recommend reading their site. We will be covering this opinion on the Jones Act on the next Energy News Beat Stand Up. California put itself in a dangerous position by relying heavily on expensive foreign oil rather than prioritizing American-made […]
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U.S. energy drillers added rigs at the fastest pace in years this week, with Baker Hughes reporting a solid +7 increase in the active rotary rig count to 558 for the week ending May 22, 2026. This marks the largest weekly gain in recent memory and extends a four-week streak of increases—the first such sustained […]
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Lars Schernikau, Author and prior guest on the Energy News Beat nails it. Europe’s electricity grid may be the most complex machine humanity has ever built. Yet energy debates too often reduce the conversation to installed capacity, solar additions, or wind megawatts. This narrow focus misses the real engineering and economic reality. Europe’s electricity grid […]
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Devon Energy (NYSE: DVN) has secured a major expansion of its premier position in the Delaware Basin, acquiring 16,300 net undeveloped acres in the core of the play in Lea and Eddy Counties, New Mexico, for approximately $2.6 billion through a Bureau of Land Management (BLM) oil and gas lease sale. The deal, announced on […]
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The United States has stepped into an extraordinary role amid the 2026 Iran conflict and disruptions in the Strait of Hormuz: the world’s primary swing supplier of crude oil and refined products. Record exports are helping offset massive global supply shortfalls, but this “filling station” status comes with clear limits—depleting strategic reserves, tightening domestic inventories, […]
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A new analysis from the Energy Institute at Haas at UC Berkeley quantifies what many in the energy sector have long known: the shale gas revolution, powered by hydraulic fracturing and horizontal drilling, has delivered extraordinary savings to American consumers. According to Lucas Davis’s May 2026 working paper and accompanying blog post, shale gas has […]
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Electricity bills are rising across much of the United States, sparking heated debate. With AI fueling explosive data center growth, many point to hyperscale facilities as the culprit behind higher rates. But a new independent analysis from Energy + Environmental Economics (E3), released May 18, 2026, alongside corroborating work from Lawrence Berkeley National Laboratory (LBNL), […]
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The Washington Examiner was right on target in its May 16, 2026, editorial: the “data center doomers” — the coalition of socialists, Democrats, and foreign-funded activists pushing moratoriums and fear-mongering — must be defeated. Data centers are the backbone of the AI revolution, national security, economic growth, and America’s edge over China. Blocking their hands […]
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The AI boom has supercharged America’s data center industry, turning what was once a steady infrastructure play into one of the fastest-growing drivers of electricity demand in the country. Hyperscalers and AI startups are racing to build massive facilities packed with GPUs that devour power at unprecedented rates. From rural Texas fields to Virginia’s “Data […]
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