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Feb 28 War: How Iran Conflict Reshapes Global Energy Security
The Feb 28 War triggered the largest oil supply disruption in history, with Brent crude spiking above $120. Beyond energy, the conflict fractured LNG markets, disrupted helium...
Energy
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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Panama Canal Transit Fees Surge 5x as Hormuz Closure Reshapes Global Shipping
Panama Canal transit fees have surged five-fold as the Strait of Hormuz closure forces Asian buyers to reroute oil and gas via alternative shipping lanes, with auction prices...
Energy Technology Supply Chain Vulnerabilities: IEA's 2026 Critical Analysis Guide
IEA's 2026 report reveals critical vulnerabilities in six clean energy supply chains: solar PV, wind, EVs, batteries, electrolysers, and heat pumps. China dominates 85% of...
AI's Energy Dilemma: How Data Center Power Demand Is Reshaping Global Energy Strategy in 2026
AI data centers will consume 6-12% of U.S. electricity by 2026, creating a 49 GW power shortfall by 2028. Tech giants are investing billions in nuclear and geothermal solutions...
Lufthansa Cancels 20,000 Flights: Complete Guide to Aviation Fuel Crisis 2026
Lufthansa cancels 20,000 flights through October 2026 due to jet fuel crisis. Fuel prices doubled since Middle East conflict, forcing major airlines worldwide to cut routes and...
AI Energy-Geopolitics Nexus: How Power Grids Reshape Global Compute Competition in 2026
AI data centers will consume 1,100 TWh by 2026—equal to Japan's entire electricity use—reshaping global competition where power availability determines AI leadership. Nations...