Energy
Israel Orders Mass Beirut Evacuation as Lebanon Conflict Reaches Critical Threshold
Evacuation orders for 400,000 residents in Dahiyeh suburbs mark unprecedented escalation following Hezbollah's re-entry into widening regional war.
TerraPower Wins First Advanced Reactor Permit in 50 Years, Marking U.S. Nuclear Comeback Attempt
Bill Gates-backed sodium reactor gets NRC clearance in Wyoming, setting up race with China on next-generation nuclear and test of whether new designs can break cost spiral.
Ukrainian Drones Sink Russian LNG Tanker in Mediterranean, Escalating Shadow Fleet Campaign
The Arctic Metagaz — a sanctioned vessel hauling Arctic gas — exploded and sank 130 nautical miles north of Libya after what Moscow calls a drone attack from the Libyan coast.
US Grants Indefinite Sanctions Exemption to Rosneft’s German Refineries
Washington reverses course on Russian energy enforcement, allowing Moscow to retain revenue flows from 12% of Germany's refining capacity despite G7 price cap framework.
Iran’s Hormuz Strikes Paralyze 20% of Global Oil Transit, Test Gulf Investment Thesis
Retaliatory attacks on U.S. bases following assassination of Ayatollah Khamenei have effectively closed the Strait of Hormuz, triggering insurance withdrawals and leaving 150 ships stranded—the first complete halt in the chokepoint's history.
Baghdad Airport Under Fire as Iraq Oil Exports Face Disruption Amid US-Iran War
Attacks on US military installations at Baghdad International Airport threaten crude flows from OPEC's second-largest producer as Middle East conflict pushes oil past $81 per barrel.
Strait of Hormuz Crisis Triggers Energy Shock with Global Macro Ripple Effects
Iran conflict pushes Brent crude above $83 as disrupted supply chains collide with inflation persistence, forcing central banks to rethink rate trajectories and emerging markets to brace for capital flight.
Carbon Capture’s Market Inflection: Rising Demand Meets Infrastructure Bottlenecks
CCS and DAC deployments surge across Europe and North America amid falling costs and multi-billion government subsidies, but regulatory delays and project cancellations expose gaps between ambition and execution.
What Is the Druzhba Pipeline and Why Does It Matter?
The Soviet-era Druzhba pipeline remains Europe's largest crude oil artery — and a flashpoint in the continent's struggle to break free from Russian energy dependence.
Virginia’s Grid Ruling Will Set National Precedent on AI-Era Infrastructure Costs
State regulators' decision on who pays for data center grid upgrades marks a critical test of whether optimization can replace construction in managing unprecedented electricity demand.
What Is the Strait of Hormuz and Why Does It Matter?
The 21-mile-wide passage between Iran and Oman carries 20% of global oil supply—and its current disruption threatens economic shockwaves worldwide.
Iraq Shuts Rumaila Supergiant as Gulf Crisis Chokes 3 Million Barrels Per Day
Storage tanks overflow as tanker gridlock forces production halt at world's third-largest producing field amid escalating US-Iran conflict.