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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 Markets 14 Mar 2026 · 8 min read

Oil Futures Underprice Hormuz Closure Risk as Refined Product Crack Spreads Signal Deeper Supply Crisis

Markets have retreated from intraday highs despite physical tightness indicators suggesting crude mispricing persists while diesel and jet fuel shortages expose futures' disconnect from reality.

Energy Geopolitics Breaking 14 Mar 2026 · 7 min read

Fujairah Oil Terminal Suspends Loadings After Iranian Drone Strike

UAE's critical Gulf export hub halts operations following Saturday attack, compounding global supply disruption amid escalating Iran conflict.

Energy Geopolitics 14 Mar 2026 · 9 min read

Why Russian Oil Cannot Replace Iranian Supply: A Mathematical Constraint

Production ceilings, tanker shortages, and OPEC+ quotas reveal hard limits as Brent tops $100 and emergency reserves prove insufficient to stabilize markets.

Energy Geopolitics 14 Mar 2026 · 8 min read

Trump Invokes Defense Production Act to Force California Offshore Drilling as Oil Hits $100

Energy Department deploys Cold War powers to override state permitting for Sable Offshore as Iran conflict chokes 20% of global supply.

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.