What Happened Russia is facing an unusually large disruption to its oil export system, with at least 40% of crude export capacity currently halted after a wave of attacks and logistical setbacks. The outage follows intensified Ukrainian drone strikes on oil and fuel infrastructure,
What The Energy Department Just Signaled The U.S. Energy Secretary said the United States is “highly unlikely” to release additional oil from the Strategic Petroleum Reserve (SPR) to calm energy markets during the war with Iran. The comments were made in a
What Happened at CERAWeek The United States and French energy major TotalEnergies (TTEF.PA) said they will redirect nearly $1 billion away from offshore wind leases and toward U.S. oil and natural gas production. The agreement was announced at the CERAWeek energy conference in Houston by TotalEnergies
What Happened Qatar’s state-owned QatarEnergy said Iranian attacks damaged key export infrastructure and will sideline a meaningful slice of the country’s liquefied natural gas supply for years. The company’s CEO and state minister for energy affairs, Saad al-Kaabi, said the strikes knocked
What Happened in the Gulf Energy Complex An Israeli attack hit Iran’s main energy asset, the South Pars natural gas field, along with infrastructure around the nearby Asaluyeh processing hub. Iran responded with attacks on energy targets across the Middle East, marking a sharp
What Happened: A Shipping Chokepoint Turns Into a Fertilizer Shock As the U.S.-Israel war with Iran moves into its third week, fertilizer markets are feeling the impact in real time. The disruption is not just about one country’s exports. It’s
What Happened Critical metals refining company Nth Cycle said it signed a 10-year binding offtake agreement to supply nickel and lithium carbonate to commodities trader Trafigura, valued at about $1.1 billion. The deal was signed on the sidelines of the Indo-Pacific Energy Security Ministerial and Business Forum in Tokyo, placing it
What Happened in the Gulf Daily oil exports from the Middle Eastern Gulf have dropped sharply in the week ending March 15, as the Strait of Hormuz remained effectively closed and producers faced disruptions and output cuts tied to the
The Biggest Reserve Release Ever — and Oil Still Isn’t Breaking Oil futures held near the mid-$80s on Wednesday even after the International Energy Agency announced the largest strategic petroleum reserve release in its history. The coordinated move, backed by
The Quiet Metals War Oil dominates the headlines during geopolitical crises. It moves instantly. Prices spike overnight. Markets react immediately. Inflation expectations change within hours. But wars do not only reshape energy markets. They reshape industrial supply chains. And while
What Happened Russia is facing an unusually large disruption to its oil export system, with
What The Energy Department Just Signaled The U.S. Energy Secretary said the United States is
What Happened at CERAWeek The United States and French energy major TotalEnergies (TTEF.PA) said they will redirect
What Happened Qatar’s state-owned QatarEnergy said Iranian attacks damaged key export infrastructure and will sideline a meaningful
What Happened in the Gulf Energy Complex An Israeli attack hit Iran’s main energy asset,
What Happened: A Shipping Chokepoint Turns Into a Fertilizer Shock As the U.S.-Israel war with
What Happened Critical metals refining company Nth Cycle said it signed a 10-year binding offtake agreement to supply nickel and lithium carbonate to
What Happened in the Gulf Daily oil exports from the Middle Eastern Gulf have dropped
The Biggest Reserve Release Ever — and Oil Still Isn’t Breaking Oil futures held near
The Quiet Metals War Oil dominates the headlines during geopolitical crises. It moves instantly. Prices
