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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.

175 articles
Latest Articles 175 total
Energy Geopolitics 14 Mar 2026 · 8 min read

US Sanctions Iran Shadow Fleet Amid Active War, Oil Revenue Model Under Fire

Treasury designations target petroleum networks funding IRGC-QF as military conflict closes Strait of Hormuz and crude prices breach $90.

Energy Macro Breaking 13 Mar 2026 · 9 min read

Crude Oil Breaches $100 as Iran War Exposes Energy System Fragility

Strategic waterway closure, failed reserve releases, and Russian sanctions relief trigger largest supply disruption in history—with Federal Reserve rate calculus and Trump energy agenda now in direct collision.

Energy Geopolitics 13 Mar 2026 · 9 min read

Washington Eases Russia Sanctions as Paris Vows Harder Line

US rolls back oil penalties to contain Iran war fallout while Macron pledges sustained pressure on Moscow, exposing fracture in Western strategy as Ukraine war enters year five.

Energy 13 Mar 2026 · 8 min read

Germany’s RWE Bets $20B on US Market at 16-Year Stock Highs

Europe's second-largest utility shifts nearly half its capital to American expansion as data centre demand and policy clarity outweigh home-market headwinds.

Energy Geopolitics 13 Mar 2026 · 9 min read

Italy Weighs Port Access for Damaged Russian LNG Tanker Drifting in Mediterranean

The Arctic Metagaz incident forces Rome to balance maritime safety obligations with EU sanctions enforcement as energy security concerns collide with legal compliance.

Energy Markets 9 Mar 2026 · 8 min read

Coal Country’s Second Act: Abandoned Mines Become Grid Batteries

As lithium supply chains tighten and renewable integration strains the US grid, underground gravity batteries and compressed-air systems turn stranded industrial assets into domestic energy storage infrastructure.

Energy Knowledge Base 9 Mar 2026 · 9 min read

What Is the Lithium Triangle and Why Does It Matter?

Argentina, Chile, and Bolivia control 58% of global lithium reserves, but divergent extraction policies and Chinese dominance of refining are reshaping who controls the electric vehicle revolution.

Energy 8 Mar 2026 · 9 min read

Lithium Triangle Splits Three Ways as Milei Opens Argentina, Chile Nationalizes, Bolivia Stalls

Political shifts across South America's battery belt are creating divergent investment regimes just as EV demand reshapes global supply chains.

AI Energy 8 Mar 2026 · 8 min read

The AI Power Bottleneck: When Transmission Lines Become a Battlefield

Data centers are driving a $50 billion transmission buildout across America, but landowners, local governments, and state regulators are mobilizing to block the lines - creating the first major infrastructure…

Energy Geopolitics 7 Mar 2026 · 8 min read

Reliance Pivots Back to Russian Oil as U.S. Waiver Exposes India’s Energy Bind

Washington granted India a 30-day window to unload Russian crude stranded at sea, reversing months of sanctions pressure and revealing the limits of coercive energy diplomacy.

Energy Geopolitics 7 Mar 2026 · 8 min read

Europe’s Coal Contradiction: Climate Targets Collide With Energy Security Reality

Despite historic lows in coal generation, Middle East tensions expose EU dependence on volatile gas markets, forcing governments to recalibrate Net Zero timelines.

Energy Markets 6 Mar 2026 · 8 min read

Oil Could Hit $150 Within Weeks as Hormuz Closure Chokes Gulf Exports

Qatar's energy minister warns crude may surge to $150 per barrel as Kuwait shuts production and the Strait of Hormuz remains effectively closed, disrupting 20% of global oil supply.