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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.

176 articles
Latest Articles 176 total
Energy Geopolitics 22 Mar 2026 · 7 min read

US Authorizes Sale of Iranian Oil to Combat Inflation Amid Active Conflict

Treasury's 30-day sanctions waiver prioritizes energy price stability over geopolitical leverage, injecting 140 million barrels into disrupted markets.

Energy Macro 21 Mar 2026 · 8 min read

U.S. Abandons Maximum Pressure on Iran to Cap Oil Prices

Treasury lifts sanctions on 140 million barrels of Iranian crude as inflation control trumps geopolitical hardline, marking precedent-setting shift in sanctions doctrine.

Energy Macro 21 Mar 2026 · 8 min read

Strait Closure Triggers Dual-Track Energy Crisis: Supply Shock Meets Demand Destruction

Iran conflict disrupts 20% of global oil and LNG flows, driving Brent to $112 while governments impose rationing and businesses cut consumption in first simultaneous supply-demand energy shock since 1973.

Energy Geopolitics 21 Mar 2026 · 7 min read

Iraq Force Majeure Converts Geopolitical Risk Into Balance Sheet Reality for Shell, Exxon, BP

Declaration on foreign-operated oilfields halts 2.5M bpd as insurance collapse and Hormuz blockade turn abstract regional tensions into quantifiable corporate liability.

Energy Macro 20 Mar 2026 · 8 min read

Goldman Sachs Projects Oil at $110 Through 2027 as Supply Shock Rewrites Macro Baseline

Strait of Hormuz disruption and decade-long underinvestment force Wall Street to abandon sub-$80 consensus, with cascading implications for Fed policy, corporate margins, and energy transition economics.

Energy Macro 20 Mar 2026 · 8 min read

Saudi Arabia’s April Ultimatum: Oil Markets Face $180 Threshold as Iran Disruption Tests Macro Limits

With Brent at $113 and the Strait of Hormuz effectively closed, the next six weeks will determine whether oil hits $180/barrel — forcing the Fed into a stagflation trap while…

Energy Macro 20 Mar 2026 · 8 min read

India’s LPG Crisis Forces 330 Million Households Back to Firewood as Iran War Disrupts Clean Energy Push

Strait of Hormuz closure triggers energy poverty cascade, reversing decade of climate progress and threatening India's NDC targets.

AI Energy 19 Mar 2026 · 7 min read

Trump and Japan Announce $40 Billion Nuclear Deal to Power AI Infrastructure Race

GE Vernova and Hitachi will build small modular reactors in Tennessee and Alabama as data centers accelerate shift from climate policy to geopolitical energy competition.

Energy Macro 19 Mar 2026 · 8 min read

Saudi Red Sea Exports Surge to 3.8M bpd, Challenging Oil Shock Narrative

Aramco's successful rerouting via East-West Pipeline undermines supply constraint premium as Fed holds rates amid Powell's inflation caution.

Energy Macro Breaking 19 Mar 2026 · 8 min read

Oil at $114 closes in on $130 recession threshold as Fed policy trap tightens

Brent crude surge forces recalibration of recession probability to 50%, with central bank caught between inflation mandate and collapsing growth.

Energy Geopolitics Breaking 19 Mar 2026 · 7 min read

Iran Strikes US-Saudi SAMREF Refinery as Yanbu Becomes Last Gulf Export Route

Attack on 400,000 bbl/d joint venture marks escalation to direct targeting of American economic assets while Brent crude holds above $108.

Energy Macro 19 Mar 2026 · 8 min read

Qatar LNG Strike Converts Geopolitical Risk Into Physical Supply Shock

Iran's attack on Ras Laffan—20% of global LNG capacity—closes Hormuz and forces Europe, Japan, and South Korea into bidding wars for shrinking spot supply.