Author: Stu

Japan’s Bond Market and Debt are Spiking. How Will This Impact the US Market?

In the early weeks of 2026, Japan’s bond market has erupted into turmoil, with yields on government bonds (JGBs) surging to multi-decade highs amid fears of unchecked fiscal spending. As the world’s third-largest economy grapples with one of the highest debt burdens globally, this spike is sending shockwaves through international markets. For US investors, particularly […]

Extreme Volatility Returns to Europe’s Natural Gas Markets

Europe’s natural gas markets are once again gripped by intense volatility, with benchmark prices swinging wildly in response to a confluence of weather-driven demand spikes, dwindling storage levels, and lingering geopolitical uncertainties. As of January 20, 2026, the Dutch Title Transfer Facility (TTF) front-month contract, the continent’s key benchmark, settled at around €35.12 per megawatt-hour […]

Cracks Are Emerging in Iran’s Once-Resilient Oil Sector

Iran’s crude production is expected to remain stable near 3.2 million bpd, with protests posing limited short-term risk to upstream operations. Heavy discounting to China and costly sanctions-evading logistics mean Iran captures only about two-thirds of benchmark oil prices. Chronic underinvestment, late-life fields, and the near depletion of the National Development Fund are undermining the […]

The transition to net-zero emissions is a tax on the air you breathe

ENB Pub note: This was originally published on American Outloud, and Ronald Stien is a great friend of the Energy News Beat podcast. We highly recommend following him, subscribing to his newsletter, and reading American Outloud. As usual, Ronald has some great points, and we need to share the truth. We are expecting the Obama-era […]

Trump vs. Newsom Energy Showdown is About to Start

The day President Donald Trump took the oath of office, the stage was set for a high-stakes battle over America’s energy future. At the center of this clash is California’s Governor Gavin Newsom, whose aggressive push toward renewable energy has drawn sharp criticism from the new administration. With Chris Wright, a former fracking executive, now […]

Miliband Prepared to Add £1.8 Billion to Energy Bills with Wind Farm Blitz

In a bold and bright move for a Wallace and Gromit character, underscoring the UK’s aggressive push toward net zero, Energy Secretary Ed Miliband has greenlit a massive expansion of offshore wind farms, securing contracts for 8.4 gigawatts (GW) of new capacity—enough to power the equivalent of over 12 million homes. Announced in early January […]

EU Readies $93 Billion Tariffs in Retaliation for Trump’s Greenland Threat

In a rapidly escalating transatlantic standoff, the European Union is preparing a robust counterpunch to U.S. President Donald Trump’s aggressive push to acquire Greenland. EU officials have signaled readiness to impose retaliatory tariffs worth approximately €93 billion ($108 billion) on American goods, a move that could ignite a full-blown trade war with profound implications for […]

UAE to Double Trade with India, Signs Long-Term LNG Contract

In a landmark move to bolster bilateral ties, the United Arab Emirates and India have committed to doubling their trade to $200 billion by 2032, while sealing a significant long-term liquefied natural gas (LNG) supply agreement. The deal, signed during UAE President Sheikh Mohamed bin Zayed Al Nahyan’s visit to New Delhi on January 19, […]

Vitol Offers Venezuelan Crude Oil to China at Narrower Discount around $5 per Barrel

In a significant shift for global energy markets, Vitol, the world’s largest independent oil trader, has begun offering Venezuelan Merey heavy sour crude to Chinese refiners at a narrowed discount of approximately $5 per barrel to ICE Brent. This move comes amid broader changes in Venezuela’s oil sector following the U.S.-led capture of former President […]

Electrification – Can the Grid Cope? – Kathryn Porter’s Report from Watt-Logic

In an era where governments worldwide are aggressively pursuing net-zero emissions, the push toward electrification—particularly through electric vehicles (EVs) and heat pumps—presents both opportunities and formidable challenges. A recent report by Kathryn Porter at Watt-Logic delves into whether the UK’s electricity grid can handle this transition, especially amid reliance on intermittent renewables like wind and […]