b.e

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 28 May 2026 · 8 min read

Russia Bans Diesel and Jet Fuel Exports as Refinery Strikes Force Strategic Pivot

Ukrainian drone campaign disables 238,000 barrels per day of capacity, forcing Moscow to weaponize supply withdrawal over revenue generation.

Energy Geopolitics Breaking 28 May 2026 · 9 min read

Iran Conflict Triggers Multi-Commodity Supply Crisis as 14 Million Barrels Per Day Shut In

Strait of Hormuz closure halts half the world's seaborne sulphur trade, threatens 3.5 million tonnes of aluminum output, and embeds permanent geopolitical risk premium in energy futures.

Energy Geopolitics Breaking 27 May 2026 · 7 min read

Tanker Explosion Near Hormuz Tests Fragile Ceasefire as Insurance Costs Spike

An external blast off Oman underscores the vulnerability of a chokepoint carrying 20% of global oil, as US-Iran negotiations race against escalation.

Energy Geopolitics 27 May 2026 · 7 min read

Pakistan Launches $700M Strategic Oil Reserve as Hormuz Shock Exposes 90% Import Dependency

Islamabad commits to 90-day petroleum buffer with ring-fenced funding starting July, mirroring regional energy security recalibration after February crisis tripled weekly import costs.

Energy Geopolitics 26 May 2026 · 6 min read

Qatar LNG force majeure extended to mid-August as Europe faces deepening supply crunch

QatarEnergy's third extension in six weeks signals multi-year disruption, with 17 cargoes cancelled and repairs expected to take up to five years.

Energy Geopolitics 26 May 2026 · 8 min read

Ontario’s Ring of Fire exposes the energy transition’s central contradiction

Meeting EV battery demand requires releasing gigatonnes of stored carbon while China controls 60% of critical mineral refining by 2030.

Energy Geopolitics 26 May 2026 · 7 min read

Ukraine’s Syzran Strike Weaponises Energy Infrastructure as Fiscal Warfare

May 21 drone attack on Russia's fourth-largest refinery marks escalation in long-range precision strikes that have knocked out 25% of Russian refining capacity, creating parallel pressure on Moscow's war budget…

AI Energy 25 May 2026 · 8 min read

Europe’s Data Center Renewables Crisis: PPA Volumes Collapse 38% as AI Buildout Accelerates

Offshore wind delays and permitting backlogs force hyperscalers toward fossil fuels despite climate pledges, threatening digital sovereignty as electricity costs double US rates.

Energy Macro 25 May 2026 · 8 min read

India’s LNG Crisis Exposes Asia’s Energy Fragility as Hormuz Closure Drives 140% Price Spike

Iran's blockade of the Strait of Hormuz has severed 55–65% of India's LNG imports, pushing spot prices from $10 to $25 per MMBtu and triggering fertilizer shortages at peak summer…

Energy Markets 25 May 2026 · 9 min read

Global Oil Storage Approaches Critical Thresholds as Asia Hits Minimum Operating Levels

Three major regions face simultaneous inventory depletion by July, turning a supply crisis into a physical shortage emergency.

Energy Geopolitics 25 May 2026 · 6 min read

Sevastopol Fuel Rationing Exposes Crimea Supply Vulnerability

Ukrainian refinery strikes and Black Sea infrastructure attacks force Russia to ration gasoline in occupied peninsula, revealing critical weakness in occupation logistics.

Energy Geopolitics 24 May 2026 · 8 min read

First LNG tanker clears Hormuz for India since war, testing market confidence against Iran’s nuclear hardline

Al Hamra cargo's successful transit through critical energy chokepoint signals cautious de-risking, even as Tehran bans uranium exports and Washington pushes for removal deal.