Critical Minerals: The New Zero-Sum Game Reshaping Global Power in 2026
China is set to control over 60% of refined lithium and cobalt by 2035, while US and EU scramble to counter with $30B+ investments. This...
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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China is set to control over 60% of refined lithium and cobalt by 2035, while US and EU scramble to counter with $30B+ investments. This...
IEA 2026 report reveals energy R&D now driven by security and competitiveness, not climate. Chinese firms account for 60% of corporate...
Wood Mackenzie forecasts European gas prices to halve by 2030 as LNG glut grows, while IEA projects AI data centers will consume 1,000...
The February 2026 Strait of Hormuz closure removed 10M bpd from markets, triggering the largest oil supply shock in history. World Bank...
The February 2026 Strait of Hormuz closure has shut in 9.1 million barrels of oil per day, with Brent crude peaking at $115. Fertilizer...
The 2026 Middle East conflict triggered a 24% energy price surge and 3.1% IMF growth forecast. This article analyzes how the crisis is...