Author: Stu

Oil Disruption of the Strait of Hormuz May Be More Permanent Than a Few Weeks

The ongoing closure of the Strait of Hormuz—now in its seventh week—has triggered the largest oil supply shock in modern history. Roughly 20 million barrels per day (mb/d) of crude and products once flowed through this narrow chokepoint. Today, tanker traffic has collapsed, exports have plunged to a trickle, and Gulf producers have been forced […]

The Iran War Exposed the Real Energy Demand Around the World

The recent escalation in the Iran conflict — with strikes on energy infrastructure, threats to shipping, and disruptions around the Strait of Hormuz — has done far more than spike oil prices. It has laid bare the world’s true energy demand and the fragility of global supply chains. As Brent crude surged toward and beyond […]

UK Doubles Down on Failed Energy Policies with new 10GW Green Energy Push

As energy prices continue to bite households and industry across the West, the UK government under Energy Secretary Ed Miliband has announced a fresh push for up to 10GW of new renewable capacity on public land—brownfield sites, railway land, Ministry of Defense estates, and other government assets. Officials claim this could power the equivalent of […]

White House Signs Directive on Defense Production Act for Domestic Petroleum Production, Refining, and Logistics Capacity

In a decisive move to bolster U.S. energy security amid ongoing supply challenges and geopolitical tensions, President Donald J. Trump signed a Presidential Determination on April 20, 2026, invoking Section 303 of the Defense Production Act (DPA) of 1950 for domestic petroleum production, refining, and logistics capacity. The directive, addressed to the Secretary of Energy, […]

What Happens to the Oil Market if the Iran Talks Are Canceled?

As of April 20, 2026, U.S.-Iran negotiations remain in a state of high-stakes uncertainty. No final round of talks has been formally confirmed for this week, despite President Trump’s repeated statements that a deal is “very close” and that Iran has signaled willingness to suspend its nuclear program indefinitely in exchange for sanctions relief and […]

Wind and solar focus threaten America’s and South Africa’s economy

ENB Pub Note: This article is from America Outloud, and Ronald Stein, P.E., and Dr. Lars Schernikau have been on the Energy News Beat podcast! They are fantastic, and we recommend reading America Outloud.    An extensive economic review of South Africa’s Integrated Resource Plan 2025 (IRP 2025), approved by Cabinet in October 2025 has been conducted by the authors, and the report […]

USA Rare Earth to Acquire Serra Verde in $2.8 Billion Deal

In a landmark move that could reshape the global rare earth supply chain, USA Rare Earth, Inc. (Nasdaq: USAR) has announced a definitive agreement to acquire Serra Verde Group, the owner of Brazil’s Pela Ema rare earth mine and processing plant, in a cash-and-stock transaction valued at approximately $2.8 billion. The deal, announced on April […]

UAE Seeks US Dollar Capital Injection Amid Iran War Fallout

The United Arab Emirates (UAE) has quietly opened discussions with the United States for emergency access to U.S. dollars, seeking a financial backstop as the recent Iran conflict strains its economy and disrupts key oil export routes. According to multiple U.S. officials cited in reporting, UAE Central Bank Governor Khaled Mohamed Balama raised the possibility […]

Phillips 66 and Kinder Morgan Announce Moving Forward on the Western Gateway Pipeline Project

A Major Win for U.S. Consumers in California and the West Coast April 20, 2026 — In a significant boost for energy reliability and supply security across the Western United States, Phillips 66 (NYSE: PSX) and Kinder Morgan, Inc. (NYSE: KMI) today announced they are advancing the Western Gateway Pipeline Project. The move follows a […]

Houthis Threaten to Block Red Sea Oil Exports as the Iran War Escalates

As the Iran conflict escalates with U.S. and Israeli strikes targeting Iranian energy infrastructure, the Iran-backed Houthis in Yemen have issued a stark warning: they are prepared to close the Bab el-Mandeb Strait, effectively blocking oil exports through the Red Sea. Houthi Deputy Foreign Minister Hussein al-Ezzi stated, “If Sana’a decides to close the Bab […]