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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 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.

Energy Macro Breaking 19 Mar 2026 · 8 min read

Israeli Strike on Iranian Gas Field Pushes Brent Above $109, Forcing Fed to Raise Inflation Outlook

Attack on South Pars—the first on Iranian upstream infrastructure—signals escalation from maritime disruption to production loss, embedding a 200-300 basis point geopolitical risk premium into crude.

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.