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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 Macro 5 Apr 2026 · 8 min read

Triple Supply Shock Converges: Oil Hits $112 as Port Strikes, Hormuz Closure, and Suez Disruptions Threaten Inflation Resurgence

West Coast labor instability, Iran's Gulf blockade, and Red Sea chaos collide with April demand surge, pushing shipping costs up 29% and forcing Fed policy recalibration.

Energy Geopolitics 5 Apr 2026 · 8 min read

Ukrainian Drone Strikes Disable 20% of Russian Oil Exports as Baltic Terminals Burn

Coordinated attacks on Primorsk and Ust-Luga terminals mark shift from refinery targeting to export chokepoint warfare, compounding Iran war volatility.

Energy Geopolitics Breaking 5 Apr 2026 · 6 min read

Drone Strike Hits Kuwait Oil Complex as Gulf Spare Capacity Trapped Behind Iranian Blockade

Attack on Shuwaikh administrative hub tests market fragility in environment where 4 million b/d of Gulf production sits stranded and WTI trades above $110.

Energy Knowledge Base 4 Apr 2026 · 9 min read

Why AI Companies Are Buying Power Directly From Energy Producers — and What It Means for Competition

Exclusive energy contracts between hyperscalers and producers are fragmenting electricity markets and creating structural barriers to entry in AI development.

Energy Geopolitics Breaking 4 Apr 2026 · 7 min read

Bushehr strikes breach nuclear red line as oil hits $112

First direct attack on operating civilian reactor in Israel-Iran conflict triggers IAEA emergency protocols while Hormuz closure compounds energy crisis

Energy Macro 4 Apr 2026 · 8 min read

Dual Oil Shock Exposes Hard Limits as Russian Terminals Enter Second Week Offline

With Russian export capacity down 40% and the Strait of Hormuz blockade persisting, global markets face a 9-10 million barrel-per-day supply cliff by mid-April that OPEC cannot cushion.

Energy Geopolitics Breaking 4 Apr 2026 · 8 min read

Iran Strike Forces UAE’s Habshan Gas Facility Offline, Escalating Gulf Energy Infrastructure Targeting

Attack on facility processing 60% of UAE's gas marks first successful hit on critical Gulf energy infrastructure, triggering LNG export disruptions and crude price volatility as 35-day conflict shifts to…

Energy Geopolitics 3 Apr 2026 · 9 min read

Japan’s Energy Crisis Pivot: Australia Replaces Gulf as LNG Lifeline

As Strait of Hormuz closure drives oil to $141 and yen to intervention thresholds, Tokyo's emergency nuclear restart and Australia courtship signal a strategic reordering of Asia's energy architecture.

Energy Markets 3 Apr 2026 · 6 min read

Oil Majors Circle Gulf Deepwater Assets as Iran Crisis Redraws Investment Map

Shell, BP, Chevron signal interest in ultra-deepwater acreage as geopolitical risk premium and domestic production incentives converge.

Energy Markets 3 Apr 2026 · 8 min read

Insurance markets, not missiles, enforce Hormuz closure as tanker premiums hit 5% of vessel value

War-risk coverage priced physical scarcity into shipping infrastructure weeks before futures curves caught up, creating asymmetry between real economic friction and asset price responses.

Energy Geopolitics Breaking 2 Apr 2026 · 7 min read

Oil Hits $113 as Trump’s Iran Speech Offers No Exit, Triggering Stagflation Repricing

President's escalation threats send crude soaring and equities tumbling, crystallizing Fed's inflation-versus-growth dilemma.

Energy Geopolitics 2 Apr 2026 · 9 min read

U.S. Unlocks Venezuelan Oil as Iran War Pushes Brent to $105

Maduro's capture triggers sanctions relief, introducing new crude supply amid Strait of Hormuz crisis and reshaping hemispheric energy flows.