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Strait of Hormuz Crisis: How 2026 Energy Shock Reshapes Global Economy
The Feb 2026 Strait of Hormuz blockade triggered the largest energy shock since 1973, with oil up 65% and gas prices doubling. UN warns 32M could be pushed into poverty as the...
Energy
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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Nuclear-Powered Data Centers: Big Tech's $400B SMR Bet in 2026
Global data center electricity consumption exceeds 1,000 TWh in 2026 as Big Tech commits $400B+ to nuclear-powered facilities. Microsoft, Amazon, Google, and Meta sign SMR...
Strait of Hormuz Crisis: 2026 War Reshapes Global Energy Security
The Strait of Hormuz closure in 2026 has severed 25-30% of global oil and 20% of LNG flows. World Bank projects 24% energy price surge, IMF warns of 2% global growth. Crisis...
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 ODI analysis reveals the zero-sum game...
Energy Innovation's Security Pivot: IEA 2026 Report Analysis
IEA 2026 report reveals energy R&D now driven by security and competitiveness, not climate. Chinese firms account for 60% of corporate energy R&D. Energy storage is 40% of...
LNG Glut vs AI Power Hunger: The 2026 Energy Paradox
Wood Mackenzie forecasts European gas prices to halve by 2030 as LNG glut grows, while IEA projects AI data centers will consume 1,000 TWh in 2026 — equal to Japan's total...