Trump’s tariffs and China’s steel glut are squeezing Canadian mills from both sides. Algoma’s blast furnace is shut, Stelco lines sit idle, and LNG Canada Phase 2 is going back to a Chinese fabrication yard. By the ENB Research Desk for Stu Turley. Data as of Oct. 26, 2026 (CT). Bottom line up front The […]
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An Energy News Beat Channel Analysis Elon Musk’s two flagship companies have moved from informal collaboration into formal merger exploration. On October 20, 2026, during SpaceX’s Q3 earnings call, Musk confirmed that special committees of independent directors have been formed at both SpaceX and Tesla at the request of shareholders to evaluate a combination.Ars Technica […]
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The 2026 US-Iran war and the effective closure of the Strait of Hormuz have delivered a sharp shock to the global helium market. Helium, extracted primarily as a byproduct of natural-gas processing, has no short-term substitutes in many critical applications. Qatar’s Ras Laffan complex—source of roughly one-third of world supply—saw production halted after Iranian strikes […]
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In this episode of the Energy News Beat Podcast, host Stu Turley sits down with Samuel Gibson, CEO and founder of Hadron Energy, to discuss a breakthrough solution to America’s urgent energy crisis. As data centers demand unprecedented power and the electrical grid strains under intermittent renewables, Hadron is developing a game-changing 10-megawatt microreactor designed […]
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The President signed the refining authority in April, and $1 billion has moved to the Energy Department. But ENB found no refinery award; most of the law expires Dec. 11, and the first big new refinery since 1977 is not due until 2028-29. The barrels that could come fastest are restarts and a wider shipping […]
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Peter Clack (@PeterDClack) recently put the central contradiction of the Western Net Zero project in plain terms: the green transition is now almost entirely dependent on hardware manufactured by the same industrial giant the West hoped to displace or outcompete. In a post that cuts to the heart of energy density, industrial policy, and geopolitical […]
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Prime Minister Mark Carney is moving ahead with a new Canada-EU “alliance” to be launched at the Canada-EU summit in Montreal on October 29-30, 2026. In an October 8 appearance in Sherbrooke, Quebec, he framed the step as advancing the relationship European Commission President Ursula von der Leyen floated on September 16—Canada as the EU’s […]
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ENB Pub note: This article first appeared on the Energy News Beat Substack, and we reached out to Peter Clack about appearing on the Energy Realities or Energy News Beat Podcast. If you want to leave a comment, subscribe to the Energy News Beat Substack. The world is running out of easily accessible high-grade ores, […]
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Global electricity demand is growing faster than the grids that have to carry it. The constraint is no longer just generation. It is the hardware that steps voltage up and down—large power transformers and the related substation gear—and the industrial base that used to build them. The International Energy Agency’s Electricity 2026 report puts global […]
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LNG Canada will again source major modules from a Chinese state-owned fabricator for its $33 billion Phase 2 expansion in Kitimat, B.C., even as Canadian primary steel producers idle lines and issue layoff notices under U.S. tariffs and persistent import pressure. Prime Minister Mark Carney has left the steel decision to the project owners while […]
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