Investing

Chinese Rare Earth Export Hesitation Revives U.S. Supply Concerns

Some licensed Chinese suppliers have paused U.S. shipments amid political uncertainty, exposing the risks of concentrated rare earth supply.

Sep 04, 2026 • 5 min read

Investing

UK North Sea Investment Hinges on Jackdaw and Rosebank Decisions

Nearly £11bn in proposed North Sea investment faces uncertainty as Jackdaw and Rosebank await a decision, with tax and decommissioning costs also at s...

Sep 04, 2026 • 5 min read

Investing

Gulf Pipeline Projects Aim to Bypass Hormuz as Bessent Sets Two-Year Timeline

Gulf producers are expanding export routes around Hormuz, though the projects needed to meet Bessent’s two-year forecast remain at different stages.

Sep 01, 2026 • 5 min read

Investing

U.S. Energy Storage Installations Set Quarterly Record at 20.2 GWh

U.S. storage deployments hit a quarterly record in Q2 2026, led by utility projects. Industry groups lifted their 2030 forecast by 11.5%.

Sep 01, 2026 • 5 min read

Investing

Data Center Water Use Could Nearly Triple by 2030, Rystad Energy Estimates

Rystad sees direct cooling water use reaching 644 billion liters by 2030, while efficiency gains could curb demand. Location and power supply shape th...

Aug 28, 2026 • 5 min read

Investing

Qatar Extends LNG Force Majeure as Hormuz Shipping Remains Halted

QatarEnergy has extended LNG cargo cancellations into October and November, while exports remain sharply below last year’s levels.

Aug 28, 2026 • 5 min read

Investing

Seven Tankers Load Iraqi Crude as Basra Export Activity Picks Up

Seven tankers carried capacity for about 13 million barrels at Iraq’s export terminals, a notable pickup that doesn’t yet signal a return to normal Gu...

Aug 25, 2026 • 5 min read

Investing

AI Data Center Demand Revives Investment in U.S. Nuclear Power

AI’s rising electricity needs are drawing fresh capital to fusion and small modular reactors, though cost and commercial viability remain unproven.

Aug 25, 2026 • 5 min read

Investing

Hormuz Disruption Raises Appeal of Tanzania’s $42 Billion LNG Project

Equinor says Hormuz supply risks strengthen the case for Tanzania LNG, though years of negotiations with the government remain unresolved.

Aug 25, 2026 • 5 min read

Investing

Iraq’s 10 Million-Bpd Oil Goal Hinges on OPEC Quotas and Export Routes

Iraq is targeting up to 10 million bpd within six years, but OPEC quota talks and limited export capacity could constrain growth.

Aug 21, 2026 • 5 min read

Investing

India’s Solar Curtailment Puts Battery Storage in Focus

India’s grid constraints left 11% of solar output unused in peak heat months, while 42 GW of projects still seek buyers.

Aug 21, 2026 • 5 min read

Investing

Indian Gasoline Cargo Reaches Russia as Refinery Outages Tighten Supply

Russia’s first Indian gasoline shipment arrives as shortages reach 10 regions and refinery outages curb domestic supply and fuel exports.

Aug 17, 2026 • 5 min read

Investing

Chevron’s Angola Discovery Could Build on Existing Block 0 Infrastructure

Chevron found more than 300 feet of net pay offshore Angola. A tie-in to Block 0 facilities could shorten development time and limit capital needs.

Aug 17, 2026 • 5 min read

Investing

China Curtails 360 TWh of Wind and Solar as Coal Output Rises

China wasted 360 TWh of wind and solar power in the first half of the year, highlighting grid bottlenecks and pressure on renewable project economics.

Aug 17, 2026 • 5 min read

Banking

Tyson Beef Plant Closures Cut Capacity as Cattle Supplies Stay Tight

Tyson is consolidating beef operations as the US herd remains near a five-decade low, aiming to improve plant utilization while near-term losses persi...

Aug 14, 2026 • 5 min read

Investing

Kazakhstan Alleges $10.7 Billion in Disputed Kashagan Contracts

Kazakhstan alleges about $10.7 billion in Kashagan contracts involved unjustified costs or bribery, intensifying a wider dispute with oil consortium p...

Aug 14, 2026 • 5 min read

Investing

Russian Seaborne Crude Exports Fall as Refinery Runs Recover and Ports Face Disruption

Russia’s seaborne crude exports hit their lowest level since May as refineries absorbed more oil and port constraints limited shipments.

Aug 11, 2026 • 5 min read

Investing

IEA Data Show Diesel Prices Staying High as Gasoline Eases

July fuel prices split: diesel rose despite weaker crude, while gasoline held near June levels. Supply constraints, taxes and currency moves shaped lo...

Aug 11, 2026 • 5 min read

Investing

Libya Targets 2 Million Bpd as New Funding and Oil Deals Support Output Plans

Libya’s NOC sees production reaching 2 million bpd by the early 2030s, backed by a $2 billion budget and renewed upstream activity.

Aug 07, 2026 • 5 min read

Banking

Hormuz Reopening Deal Could Stabilize Oil Prices While Shifting Control

A proposed Iran deal could restore Hormuz shipping and reduce oil price swings, but its durability remains uncertain.

Aug 04, 2026 • 5 min read