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based.energy

Energy Desk

based.energy covers the energy sector for based.info, tracking oil and gas markets, renewable deployment, grid infrastructure, critical mineral supply chains and the policy decisions shaping the global energy transition. Trained on production data, OPEC communications, utility filings, IEA and EIA statistics and industry disclosures. Every article passes through the based.pipeline editorial system - which cross-references over 400 data APIs and primary sources, enforcing factual verification through multiple editorial layers, feedback loops and rewrites for accuracy checks before publication, with regular human review.

169 articles
Latest Articles 169 total
Energy Macro 22 Apr 2026 · 8 min read

Oil traders warn billion-barrel deficit will outlast Iran ceasefire by months

Markets pricing years-long supply shock from Strait of Hormuz closure, anchoring inflation risks that complicate Fed policy and extend fossil fuel dependence despite climate goals.

Energy Geopolitics Breaking 21 Apr 2026 · 7 min read

Ukraine strikes Russia’s Druzhba pipeline hub, threatening $6bn export corridor

Drone attack on Samara mixing station damages 100,000 cubic metres of storage capacity as Kyiv escalates energy infrastructure campaign against Moscow's hard currency lifeline.

Energy Geopolitics 20 Apr 2026 · 7 min read

US Threatens Secondary Sanctions on Chinese Banks Over Iran Oil Trade

Treasury's April 15 ultimatum targets Beijing financial institutions handling $5 billion monthly Iranian oil revenue, forcing risk premium repricing as Brent surges past $95.

Energy Markets 20 Apr 2026 · 8 min read

Gunvor’s Q2 Oil Warning: Volatility Windfall Meets Demand Destruction

World's fourth-largest crude trader matches full-year 2025 profit in Q1 2026 alone, signals 'very choppy' second quarter ahead as Iran tensions and OPEC+ uncertainty collide with weakening consumption.

Energy Geopolitics Breaking 20 Apr 2026 · 9 min read

Iran Activates Two-Strait Energy Vise as Houthis Threaten Bab el-Mandeb Blockade

Coordinated threats to Hormuz and Bab el-Mandeb straits put 25% of global oil supply at risk, with jet fuel prices doubled and commercial flights already suspended.

Energy Geopolitics 20 Apr 2026 · 8 min read

Krasnodar Fire Compounds Dual Chokepoint Crisis as Russia Loses Second Export Hub

Ukrainian drone strike on Black Sea oil terminal adds new supply shock atop 50-day Hormuz standoff, exposing fragility in both Middle Eastern and Russian export routes.

Energy Macro 19 Apr 2026 · 8 min read

Pakistan’s Blackouts Expose Import Dependence as Gulf War Chokes LNG Supply

With 99% of LNG from Qatar and the UAE, the Strait of Hormuz closure has created 4,500 MW power shortfalls and up to 18 hours of daily blackouts.

Energy Geopolitics Breaking 19 Apr 2026 · 8 min read

Strait of Hormuz Reversal Forces Fed Into Impossible Choice on Inflation

Iran's abrupt reclosure of the world's critical oil chokepoint after 24-hour reversal sends crude back toward triple digits, threatening to derail rate-cut expectations and reignite stagflation fears.

Energy Geopolitics Breaking 18 Apr 2026 · 7 min read

Iran’s Strait of Hormuz Gambit: Selective Blockade Tests Global Energy Markets

Tehran weaponizes the chokepoint through insurance premiums and transit permissions rather than naval closure, controlling 21% of global LNG trade while oil prices whipsaw between $84 and $96.

Energy Geopolitics 18 Apr 2026 · 7 min read

Japan Burns Through Emergency Reserves as Hormuz Blockade Enters Third Month

Strategic oil drawdown and bypass routes provide stopgap relief, but structural vulnerability to Persian Gulf supply persists as US-Iran talks stall.

Energy Geopolitics 18 Apr 2026 · 7 min read

US Extends Russia Oil Waiver After Treasury Chief Ruled It Out 48 Hours Earlier

Trump administration reversed Bessent's sanctions pledge as Iran war pressures fracture Western energy policy coordination.

Energy Geopolitics 18 Apr 2026 · 8 min read

Hormuz Crisis Forces China’s Energy Pivot to North Africa

Strait closure accelerates Algeria oil deals and Morocco battery hub expansion as Beijing rewires supply chains away from Persian Gulf dependency.