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Strait of Hormuz Shock: How the 2026 Oil Crisis Reshapes Global Trade
The February 2026 Strait of Hormuz closure triggered the largest oil supply disruption in history, with Brent crude surging 65% to $126/barrel. The crisis is accelerating a...
Energy
Our energy coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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AI Energy Crunch: Data Centers Reshaping Global Power Markets in 2026
AI data centers will consume 1,000 TWh in 2026, driving coal plant delays, nuclear deals, and a tenfold surge in capacity prices. Learn how the AI energy crunch is reshaping...
Strait of Hormuz Shock: How a Chokepoint Reshaped Global Energy Security in 2026
The 2026 Strait of Hormuz crisis triggered a 65% oil price surge and 10.1 mb/d supply crash. Asia faces severe energy disruption while accelerating renewable investment and LNG...
Strait of Hormuz Closure: Reshaping Global Energy Order in 2026
The Strait of Hormuz closure since Feb 2026 has severed 20% of global oil flows, sending Brent above $126 and pushing the EU into stagflation with 1.1% growth. This analysis...
AI Data Center Power Demand Reshapes Global Energy Strategy in 2026
AI data center power demand is reshaping global energy strategy in 2026 as hyperscalers pivot to behind-the-meter deals, fuel cells, and nuclear. McKinsey projects $6.7...
Critical Minerals Inflection Point: Three Blocs Reshape Energy Security in 2026
In 2026, the U.S., EU, and China deploy competing critical minerals policies as price spikes and NATO stockpile gaps redefine energy security. Learn how FORGE, CRMA, and Gulf...