Energy Policy
Trump Opens Arctic Refuge to Drilling as Banks and Oil Majors Step Back
Administration auctions 688,829 acres in ANWR despite industry's cold shoulder and financial sector exodus from Arctic projects.
White House Ties Fed Rate Cuts to Oil Price Relief, Repositioning Energy as Primary Monetary Lever
Kevin Hassett's explicit framing of oil markets as the transmission mechanism for Fed policy marks a strategic shift from traditional inflation targeting, with rate-cut timing now dependent on Iran deal outcomes.
Ukraine Faces Sanctions Dilemma as Russian Oil Revenues Surge Past $10 Billion
Expired Trump administration waivers leave Kyiv uncertain whether constraints on Moscow's energy income will hold with Brent above $109.
US Lets Russian Oil Waiver Expire as Global Market Faces 1.78 Million Barrel Daily Deficit
Trump administration prioritizes sanctions enforcement over price stability, eliminating relief valve as Hormuz closure and OPEC+ weakness amplify stagflation risk through 2027.
Iran Conflict Locks In Fossil Fuel Infrastructure Despite Record Clean Energy Investment
Security-driven LNG expansion and gas diversification are delaying net-zero targets by 3-5 years across major economies, creating a dual-track energy system that prioritizes independence over decarbonization.
Wyoming Nuclear Approval Signals AI’s Energy Endgame
TerraPower's reactor license marks the moment AI compute demands began rewriting US energy strategy—and the start of a baseload arms race with China.
UAE Exits OPEC After 60 Years, Stripping Cartel of Second-Largest Spare Capacity
The withdrawal removes a core pillar of production discipline as the organization struggles to enforce 2 million bpd cuts amid Iran war-driven price volatility.
UAE Quits OPEC as Iran War Pushes Oil Above $114, Leaving Saudi Arabia Alone to Manage Supply Shocks
The cartel's third-largest producer exits effective May 1, collapsing OPEC's market share below 30% for the first time as Brent trades near four-year highs and inflation holds at 3.3%.
UAE Exits OPEC After 59 Years, Fracturing Cartel Amid Record Oil Supply Disruption
Abu Dhabi's May 1 withdrawal marks the first major Gulf defection since Qatar, driven by production quota disputes with Saudi Arabia as Brent surges past $111 amid Strait of Hormuz closure.
$885 million in offshore wind lease cancellations deepen US fossil fuel pivot as oil prices breach $100
Two additional developers walk away from federal leases as geopolitical energy shocks expose inflation risks of hydrocarbon dependency.
China’s Nuclear Buildout Reshapes the AI Arms Race
Beijing's state-directed energy expansion is creating the infrastructure foundation for AI dominance while the U.S. struggles with grid constraints and permitting delays.
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