based.energy
Europe Gas Crisis Returns as Iran Conflict Drives Prices to €46/MWh
Qatar halts LNG production after Iranian strikes on Gulf energy hubs, sending European TTF futures up 45% and exposing the continent's persistent dependence on volatile global supply chains.
Gulf Capital Targets Europe’s Energy-Starved Aluminium Industry
Bahrain's Alba acquires Europe's largest smelter in strategic bid to leverage sub-$40/MWh Gulf power costs against European rates exceeding €85/MWh.
Israel Shuts Leviathan Gas Field Amid Iran Conflict, Threatening Mediterranean Supply Chains
Chevron halted production at the 1.2 bcf/d field following government order, cutting 60% of Israel's gas output and disrupting exports to Egypt and Jordan as regional energy infrastructure faces mounting…
Oil Markets Face Perfect Storm as Geopolitical Risk Collides with Spare Capacity Fiction
Strait of Hormuz disruptions and OPEC+ constraints expose supply cushion as dangerously thin, threatening $100+ crude and macroeconomic pain.
JPMorgan Maps $120 Oil Scenario as Strait of Hormuz Traffic Freezes
The bank maintains a $60 base case for 2026 but warns military escalation and chokepoint closures could double prices, with spare capacity concentrated in conflict zones.
How Digital Field Operations Are Unlocking Hidden Utility Workforce Capacity
Mobile workforce management and predictive analytics are helping utilities squeeze 15-30% more productivity from shrinking crews as grid demand surges and half the sector prepares to retire.
Tokyo Grid’s First Renewable Curtailment Exposes Japan’s Storage Deficit
TEPCO's historic output reduction signals escalating grid constraints as nuclear restarts and solar expansion collide without adequate balancing infrastructure.
Schwarzman’s $1.24 Billion Payday Reignites Private Equity Tax Debate
Blackstone CEO earns near-record compensation as Democrats target carried interest loophole and housing acquisitions in election-year push.
Wall Street’s Climate Retreat: US Asset Managers Abandon Net Zero Alliance as Europe Doubles Down
The relaunched Net Zero Asset Managers initiative attracted 250 signatories but only 12 from the US, creating a $27 trillion divide in climate finance as BlackRock, Vanguard, and Fidelity decline…