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Grid Interconnection Crisis: AI Demand vs US Power System
US grid interconnection queue hits 2,600 GW with 5-year waits as AI data center demand doubles by 2027. Hyperscalers build private...
Energy
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
513 results • page 5 / 86
Hormuz Shockwave: 20M bpd Lost Reshapes Global Energy in 2026
The 2026 Strait of Hormuz closure removes 20M bpd, triggering the worst energy crisis in decades. UNCTAD warns trade growth may slow to...
Strait of Hormuz Shock: How a Chokepoint Reshapes Global Trade in 2026
Ship transits through the Strait of Hormuz collapsed 95% in 2026, triggering the largest oil shock in history. UNCTAD warns trade growth...
Strait of Hormuz Closure: How a Chokepoint Fractured the Global Economy in 2026
The Strait of Hormuz closure on Feb 28, 2026 removed 20% of global oil supply, three to five times larger than the 1973 embargo. Oil...
Strait of Hormuz Shock: 2026 Crisis Reshapes Global Energy & Food Security
The February 2026 closure of the Strait of Hormuz triggered the largest oil supply disruption in history, sending Brent past $144/barrel...
Strait of Hormuz Closure: The 2026 Oil Shock Reshaping Global Energy
The February 2026 Strait of Hormuz closure removed 20% of global oil supply, surging Brent crude 65% in March. Dallas Fed projects 2.9...