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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 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.

Energy Macro 18 Apr 2026 · 7 min read

Sri Lanka Pays $286 Per Barrel as Hormuz Crisis Opens 218% Premium Gap

While futures traders price Brent at $95, emerging markets face three-digit delivery costs—exposing how geopolitical bottlenecks compound inflation for economies least able to afford it.

AI Energy 17 Apr 2026 · 8 min read

IEA Quantifies AI’s Energy Constraint: Data Centers to Consume as Much Power as Japan by 2030

Global data center electricity demand will nearly double to 945 TWh within four years, with energy scarcity replacing silicon shortages as the binding constraint on AI deployment velocity.

Energy Geopolitics Breaking 17 Apr 2026 · 8 min read

Middle East Energy Crisis: $58 Billion in Damage Reshapes Global Oil Markets Through 2028

Gulf production losses of 7.5-9.1 million barrels per day trigger largest supply disruption in history, embedding sustained geopolitical risk premiums and forcing permanent demand-side shifts.

Energy Knowledge Base 16 Apr 2026 · 10 min read

How Uranium Enrichment Works and Why It Determines Nuclear Power

The physics of centrifuge cascades and isotope separation explain why some nations can build reactors while others build bombs.

Energy Geopolitics Breaking 16 Apr 2026 · 7 min read

Europe Faces Physical Jet Fuel Shortage by June as Hormuz Closure Depletes Supplies

IEA warns continent has 4–6 weeks before commercial aviation disruptions hit peak summer travel season, with Middle East imports cut 75% and strategic reserves depleted.

Energy Geopolitics 16 Apr 2026 · 8 min read

Europe faces systemic jet fuel shortage as Hormuz closure exposes refinery collapse

Three weeks of imports remain before aviation gridlock hits the continent, crystallising 25 years of strategic dependency on Middle Eastern supply.