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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 Geopolitics 9 Apr 2026 · 7 min read

Mexico reverses fracking ban as gas dependency collides with energy crisis

Sheinbaum abandons climate pledge to drill domestically, citing 75% reliance on US imports and Iran-driven LNG volatility

Energy Macro 9 Apr 2026 · 6 min read

Valero Blast Hits US Diesel Output Amid Fragile Ceasefire and Zero Spare Capacity

Port Arthur refinery explosion knocks out 47,000 bpd of diesel production as refineries run at 93% utilization and geopolitical risks mount.

Energy Macro 9 Apr 2026 · 8 min read

Exxon’s 300,000 Barrel-Per-Day Loss Exposes Supply Fragility as Ceasefire Masks Persistent Inflation Risk

Middle East conflict severed 6% of ExxonMobil's global output while Brent crude remains 35% above pre-war levels despite ceasefire, complicating Fed's inflation mandate as supply recovery drags.

Energy Geopolitics Breaking 8 Apr 2026 · 7 min read

Saudi pipeline strike hours after ceasefire tests fragile Iran truce

Drone attack on East-West pipeline—carrying 5 million barrels daily to bypass Hormuz—raises questions about Tehran's compliance as oil markets wait for damage assessment.

Energy Macro 8 Apr 2026 · 7 min read

Oil Repricing Eases Fed’s Inflation Dilemma as Markets Rally on Iran Ceasefire

Crude's 17% collapse removes war-driven tail risk from CPI forecasts, lifting rate-cut odds 9 points overnight while paradoxically weakening urgency for energy transition investment.

Energy Geopolitics 8 Apr 2026 · 6 min read

India to receive first Iranian crude in seven years as ceasefire collapses oil risk premium

Tanker arrival signals immediate sanctions relief implementation while exposing fragile two-week diplomatic window underpinning $20+ per barrel oil repricing.

Energy Geopolitics Breaking 8 Apr 2026 · 7 min read

Iranian refinery hit hours after ceasefire, exposing fragility of Hormuz truce

Attack on Lavan Island facility within hours of Iran-US agreement forces markets to reassess whether two-week pause will hold or collapse into renewed supply disruption.

Energy Macro 8 Apr 2026 · 8 min read

Strait Reopening Won’t Fix Jet Fuel Crisis for Months, IATA Warns

Geopolitical de-escalation masks a supply-side trap: damaged refineries, equipment bottlenecks, and logistics constraints will sustain aviation cost inflation through mid-2026, even as crude prices fall.

Energy Markets 8 Apr 2026 · 8 min read

Iran Ceasefire Triggers $12 Billion Energy Hedge Unwind as Oil Risk Premium Collapses

Two-week truce reopens Strait of Hormuz, forcing traders to recalibrate geopolitical insurance embedded in crude pricing as Brent falls 6% in hours.

Energy Macro 6 Apr 2026 · 8 min read

US Crude Premiums Hit Record as Hormuz Closure Forces Global Supply Scramble

Historic backwardation and regional differentials expose structural energy market fragility as Asia and Europe compete for constrained barrels.

Energy Geopolitics Breaking 6 Apr 2026 · 7 min read

Ukrainian drone strike ignites Black Sea oil terminal as global energy crisis deepens

Novorossiysk attack compounds 40% loss of Russian export capacity while Hormuz closure drives Brent above $112

Energy Geopolitics 5 Apr 2026 · 9 min read

Hormuz Closure Exposes 7-12 Million Barrel Supply Gap No Pipeline Can Fill

Alternative routes handle 3.5-5.5 million bpd maximum against 20 million bpd disruption as mid-April reserve exhaustion forces demand destruction.