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Hormuz Crisis 2026: Supply Shock Reshaping Global Trade
The Strait of Hormuz closure has removed 20% of global oil supply, pushing Brent above $115/barrel and halving trade growth. Explore the...
Energy
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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Dutch Electricity Price Explodes 140% as Heat, Drought Grip Europe
Dutch wholesale electricity prices hit €143/MWh, up 140% year-on-year, as extreme heat and drought slash European hydropower and nuclear...
Romania Blasts Danube Rocks to Save Nuclear Plant Amid Drought
Romania detonates rocks in the Danube to divert cooling water to the Cernavodă nuclear plant as record-low river levels threaten a total...
Strait of Hormuz Oil Crisis: 2026 Supply Shock & Fallout
Strait of Hormuz closure removed 17 mb/d of oil supply—a shock 3-5x larger than 1973. Dallas Fed projects $98-$132 Brent as global GDP...
Danube Water Crisis: Nuclear Plants Shut, Energy Emergency
Record-low Danube water levels force nuclear plant shutdowns in Hungary, Romania, and Austria amid a severe heatwave, triggering an...
AI Data Centers Reshape Global Energy Markets in 2026
Global data center electricity consumption is set to nearly double to 950 TWh by 2030, with AI driving a 9.3 GW U.S. power shortfall in...