The Strait of Hormuz, the world’s most critical oil chokepoint carrying roughly 20% of global oil trade (around 20–21 million barrels per day pre-disruptions), is rapidly losing its stranglehold. According to Goldman Sachs analyst Alexandra Paulus, pipeline projects across the Gulf are on track to divert up to 45% of pre-war Persian Gulf oil exports […]
New York Governor Kathy Hochul signed an executive order on July 14, 2026, imposing the country’s first statewide moratorium on new large-scale data centers. The order halts permitting for facilities requiring 50 megawatts (MW) or more of electricity for up to one year while regulators study impacts on the electric grid, water resources, and local […]
In a significant development for U.S.-Iraq energy relations, President Donald Trump hosted Iraqi Prime Minister Ali al-Zaidi at the White House on July 14, 2026. The meeting focused on deepening strategic ties, advancing major oil and gas investments, and discussing infrastructure projects—including a revived pipeline that could bypass the volatile Strait of Hormuz. Trump also […]
The Refining Capacity Shortage and Demand Destruction Quest Brent crude oil prices surged more than 3% today, breaking above $86 per barrel (reaching $86.06 in early London trading). This extends a sharp ~12% rally since Friday, driven by escalating geopolitical risks across key oil chokepoints and infrastructure. The immediate spark came from Iranian cruise missile […]
The conflict involving Iran has rapidly expanded beyond direct U.S.-Iran clashes into a broader regional war, with proxy actions, naval disruptions, and threats spanning the Persian Gulf, Strait of Hormuz, Yemen, and even the Caribbean. Oil prices are climbing on heightened supply risks, with Brent crude recently trading around $83–85 per barrel amid fresh attacks […]
When Rwandan President Paul Kagame stood up at the Nuclear Energy Summit in Paris earlier this year, he didn’t talk like a leader hedging his bets on energy policy. He talked like a determined man in a hurry. Kagame told the assembled audience that nuclear-generated electricity technology “is evolving in ways that benefit countries with small grids, […]
Exelon Corporation, America’s largest electric utility by customer count, is sounding the alarm. Its CEO, Calvin Butler, has warned that the United States could face blackouts as early as 2027. This comes amid surging electricity demand — driven heavily by AI data centers — and chronic underinvestment in new power generation and grid infrastructure. At […]
In a nation where 62% of Americans see courage in their communities but only 30% see it in their elected officials, we’re facing a crisis of leadership. The United States is healing. We have some tough times ahead while we get things sorted out, but I truly believe we are going to heal as a […]
This was a fun joint podcast and will go out on both channels! In an era of unprecedented geopolitical tension and energy market volatility, Stu Turley of the Energy Newsbeat podcast sits down with Trisha Curtis, CEO of the Petro Nerds podcast, to dissect the forces reshaping global energy markets and international power dynamics. From […]
David Blackmon, Dr. Tammy Nemeth and Stu Turley have way too much fun today. 1. Canadian Pipeline Proposals The hosts discuss two major pipeline initiatives: Trans Mountain Pipeline expansion: A third pipeline is being added to the existing route with government and private partnerships, including undisclosed Indigenous partners. It’s facing environmental litigation over port dredging. […]
