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  • China’s Invisible Hand Is Distorting Global Oil Markets May 13, 2026
    For two decades, OPEC ministers, Wall Street analysts, and oil traders have been speaking about the global crude market as if traditional rules still apply. OPEC’s kingpin, Saudi Arabia, is still seen as the swing producer, while OPEC+ is viewed as the balancing mechanism. US shale remains the marginal barrel, while global oil prices are […]
  • Middle East War Threatens Renewable Energy Rollout May 13, 2026
    War in the Middle East has reshaped near-term energy market expectations, with direct implications for hydrocarbon supply affecting power sectors across liquified natural gas (LNG) imports, oil imports, and spot gas-dependent economies, mainly in Europe and Asia. While Middle Eastern countries retain access to abundant domestic fossil fuels, the effective closure of the Strait of […]
  • Electricity Industry Faces Risks from Three New Technologies May 13, 2026
    Electric company annual reports describe technological risk in the vaguest of terms, asserting that firms face numerous, generalized risks— boiler plate to provide legal cover just in case something happens, such as an ET invasion. What specific risks do the companies face? You’ll never know from reading their reports. Anyway, it often takes years for […]
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