b.e

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.

175 articles
Latest Articles 175 total
Energy Macro 19 Mar 2026 · 7 min read

EPA Eyes Summer Fuel Standard Waiver as Oil Tops $108

Trump administration weighs Reid Vapor Pressure relief to cut gasoline costs amid Iran crisis and election-year inflation pressure.

Energy Geopolitics Breaking 19 Mar 2026 · 8 min read

Qatar LNG Complex Hit: First Direct Attack on Critical Global Gas Infrastructure

Iranian missile strikes on Ras Laffan eliminate 20% of global LNG supply, exposing energy security vulnerabilities beyond traditional maritime chokepoints.

Energy Macro Breaking 18 Mar 2026 · 8 min read

Oil Markets Price Structural Supply Loss as Gulf Strikes Take 10 Million Barrels Offline

Direct strikes on Iranian and regional energy infrastructure have forced the largest monthly oil supply disruption in history, shifting crude prices from geopolitical premium to realized production loss.

Energy Macro 18 Mar 2026 · 9 min read

Three Quantifiable Signals Separate Temporary Oil Shock from Structural Energy Repricing

Hormuz closure triggers critical diagnostic test: whether March 2026 marks short-term disruption or regime shift reshaping Fed terminal rates and recession tail risk.

Energy Geopolitics 17 Mar 2026 · 7 min read

Ukrainian Strike on Russian LNG Tanker Opens New Front in Energy Warfare

Arctic Metagaz drifting in Mediterranean with 60,000 tons of liquefied natural gas marks first attack on LNG carrier, escalating conflict beyond oil infrastructure while creating environmental crisis in contested waters.

Energy Geopolitics 17 Mar 2026 · 8 min read

Eni’s 1 TCF Libyan Gas Discovery Redraws Energy Map Amid Hormuz Closure

As Middle Eastern supply routes collapse, Africa's underutilized reserves emerge as the West's strategic hedge against deglobalization.

Energy Macro 17 Mar 2026 · 9 min read

Federal Order Forces California Pipeline Restart, Exposing State-Federal Energy Fracture Under Iran War Pressure

Trump administration invokes Defense Production Act to reopen corroded Santa Barbara pipeline over state objections, testing federalism as Iran conflict pushes California gasoline past $5.50 per gallon.

Energy Geopolitics 16 Mar 2026 · 7 min read

China’s Supergrid Strategy: Xi Builds Energy Fortress as Hormuz Closes

While Brent tops $106 and Western allies fracture over Iran, Beijing accelerates 5 trillion yuan grid buildout to decouple from Middle East oil chokepoints.

Energy Macro 16 Mar 2026 · 8 min read

Defense Production Act Invoked to Reopen California Pipeline as Iran War Squeezes West Coast Refiners

Federal order to restart Line 901 offshore system bypasses state regulators, exposing deep fractures in energy federalism as global oil disruption intensifies California's import dependence.

Energy Macro 16 Mar 2026 · 9 min read

U.S. Deploys Multi-Lever Energy Strategy as Iran War Threatens Economic Stability

Energy Secretary Wright coordinates Strategic Petroleum Reserve release, OPEC+ diplomacy, and sanctions relief to prevent oil price surge from transmitting to broader inflation amid Strait of Hormuz closure.

Energy Macro 16 Mar 2026 · 9 min read

Shale’s $100 Problem: When Price Signals and Policy Promises Collide

U.S. producers face rig counts at 2021 lows even as Iran war pushes crude past $100, exposing the limits of political intervention in drilling economics.

Energy Geopolitics Breaking 16 Mar 2026 · 8 min read

Oil Crosses $100 as Trump Threatens Iran’s Energy Lifeline

Strikes on Kharg Island military assets and explicit infrastructure threats mark shift from proxy war to direct supply targeting, JPMorgan warns of structural risk premium.