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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.

176 articles
Latest Articles 176 total
Energy Geopolitics Breaking 24 Mar 2026 · 7 min read

Kuwait Petroleum CEO: Iran ‘Holding World Economy Hostage’ as Hormuz Crisis Forces First Energy Emergency

Gulf Arab oil chiefs shift from denial to systemic alarm as Brent trades $102/bbl, Philippines declares national emergency, and Modi-Trump call prioritises strait access.

Energy Geopolitics 24 Mar 2026 · 8 min read

Iran Charges $2 Million Transit Fees Through Hormuz, Shifting From Blockade to Systematic Extraction

Tehran monetizes geopolitical leverage at world's most critical energy chokepoint, establishing precedent for chokepoint actors while forcing 2-5% global energy cost inflation.

Energy Geopolitics Breaking 24 Mar 2026 · 7 min read

Insurance Markets, Not Iran, Closed Hormuz — China Caught in Energy Vise

Trump's extended ultimatum and Beijing's diplomatic hedging collide as financial mechanisms, not military force, control 20% of global oil supply.

Energy Macro Breaking 24 Mar 2026 · 7 min read

Port Arthur Refinery Blast Exposes US Capacity Bottleneck as Utilization Nears Maximum

Valero explosion knocks offline 435,000 barrels per day at a moment when US refineries are already running at 91% capacity and fuel inventories are headed for 25-year lows.

Energy Geopolitics 24 Mar 2026 · 8 min read

Iran Denies Trump’s ‘Productive Talks’ Claim as Oil Markets Price False De-escalation

WTI crude collapsed 10% on unverified negotiation reports, creating severe reversal risk if Iran's categorical denial holds and no tangible breakthrough emerges within Trump's five-day window.

Energy Geopolitics Breaking 23 Mar 2026 · 7 min read

Oil Crashes 8% as Trump Announces Iran Talks, Unwinding War Premium

Brent crude plunged to $103.91 on sudden negotiation pivot, erasing $9-per-barrel geopolitical risk premium and forcing equity and Fed repricing after three weeks of strait closure fears.

Energy Geopolitics Breaking 23 Mar 2026 · 8 min read

Iran’s Mine-Laying Escalation Threatens Complete Hormuz Closure as Oil Hits $113

Explicit mine deployment and blockade threats exceed 2019 precedent, approaching 1988 Tanker War intensity with 70% traffic reduction and insurance premiums at 5% of vessel value.

Energy Macro 23 Mar 2026 · 8 min read

Goldman Raises Oil Forecasts as Iran Supply Shock Threatens Fed Rate Path

Analysts call it the largest supply disruption in oil market history—and it's forcing the Federal Reserve into an inflation trap that could erase the entire 2026 rate-cut cycle.

Energy Geopolitics Breaking 23 Mar 2026 · 7 min read

Oil Markets on Knife Edge as Trump’s Iran Ultimatum Triggers $200 Barrel Scenario

With Brent at $114 and regional benchmarks already above $150, a 48-hour deadline to reopen the Strait of Hormuz sets the stage for the largest energy shock since the 1970s…

Energy Macro 22 Mar 2026 · 8 min read

U.S. Grants Iran $14 Billion Oil Lifeline to Contain $112 Crude

Treasury's 30-day sanctions waiver signals policy exhaustion as wartime energy crisis forces choice between funding adversary and risking stagflation.

Energy Macro 22 Mar 2026 · 9 min read

Final Pre-Crisis LNG Shipments Arrive Within 10 Days as Qatar Damage Triggers Multi-Year Supply Deficit

Iranian missile strikes have knocked out 17% of Qatar's LNG capacity for three to five years, creating a structural supply cliff that begins when the last wave of pre-war tankers…

Energy Macro 22 Mar 2026 · 8 min read

Oil Approaches $110-130 Recession Threshold as Strait Crisis Tests Fed Policy Limits

WTI crude nears critical price zone identified by Wall Street analysts where sustained elevation would materially increase US recession probability amid weakening labor markets and constrained monetary policy.