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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.

311 articles
Latest Articles 311 total
Energy Geopolitics Breaking 25 Mar 2026 · 7 min read

Oil Crashes 11% as Trump Claims Iran Talks — But Tehran Says They Never Happened

Markets priced a peace dividend on March 23 before confronting a credibility gap that leaves billions in geopolitical hedges stranded.

Energy Geopolitics 25 Mar 2026 · 9 min read

Italy’s Emergency Algeria Pivot Exposes Europe’s LNG Chokepoint Vulnerability

Meloni's forced diversification after Iran strikes crippled Qatar exports reveals the limits of energy security when geopolitical shocks hit concentrated supply chains.

Energy Macro 25 Mar 2026 · 7 min read

US and Canada accelerate Keystone XL revival as Iran crisis exposes crude transport bottlenecks

Partial pipeline resurrection targets 550,000 bpd capacity amid Strait of Hormuz closure and $100+ oil—framed as energy security infrastructure, not climate policy reversal.

Energy Geopolitics Breaking 24 Mar 2026 · 7 min read

Kuwait Petroleum CEO: Iran ‘Holding World Economy Hostage’ as Hormuz Crisis Forces First Energy Emergency

Gulf Arab oil chiefs shift from denial to systemic alarm as Brent trades $102/bbl, Philippines declares national emergency, and Modi-Trump call prioritises strait access.

Energy Geopolitics 24 Mar 2026 · 8 min read

Iran Charges $2 Million Transit Fees Through Hormuz, Shifting From Blockade to Systematic Extraction

Tehran monetizes geopolitical leverage at world's most critical energy chokepoint, establishing precedent for chokepoint actors while forcing 2-5% global energy cost inflation.

Energy Geopolitics Breaking 24 Mar 2026 · 7 min read

Insurance Markets, Not Iran, Closed Hormuz — China Caught in Energy Vise

Trump's extended ultimatum and Beijing's diplomatic hedging collide as financial mechanisms, not military force, control 20% of global oil supply.

Energy Macro Breaking 24 Mar 2026 · 7 min read

Port Arthur Refinery Blast Exposes US Capacity Bottleneck as Utilization Nears Maximum

Valero explosion knocks offline 435,000 barrels per day at a moment when US refineries are already running at 91% capacity and fuel inventories are headed for 25-year lows.

Energy Geopolitics 24 Mar 2026 · 8 min read

Iran Denies Trump’s ‘Productive Talks’ Claim as Oil Markets Price False De-escalation

WTI crude collapsed 10% on unverified negotiation reports, creating severe reversal risk if Iran's categorical denial holds and no tangible breakthrough emerges within Trump's five-day window.

Energy Geopolitics Breaking 23 Mar 2026 · 7 min read

Oil Crashes 8% as Trump Announces Iran Talks, Unwinding War Premium

Brent crude plunged to $103.91 on sudden negotiation pivot, erasing $9-per-barrel geopolitical risk premium and forcing equity and Fed repricing after three weeks of strait closure fears.

Energy Geopolitics Breaking 23 Mar 2026 · 8 min read

Iran’s Mine-Laying Escalation Threatens Complete Hormuz Closure as Oil Hits $113

Explicit mine deployment and blockade threats exceed 2019 precedent, approaching 1988 Tanker War intensity with 70% traffic reduction and insurance premiums at 5% of vessel value.

Energy Macro 23 Mar 2026 · 8 min read

Goldman Raises Oil Forecasts as Iran Supply Shock Threatens Fed Rate Path

Analysts call it the largest supply disruption in oil market history—and it's forcing the Federal Reserve into an inflation trap that could erase the entire 2026 rate-cut cycle.

Energy Geopolitics Breaking 23 Mar 2026 · 7 min read

Oil Markets on Knife Edge as Trump’s Iran Ultimatum Triggers $200 Barrel Scenario

With Brent at $114 and regional benchmarks already above $150, a 48-hour deadline to reopen the Strait of Hormuz sets the stage for the largest energy shock since the 1970s…