California Running on Empty

We are confirming the panel discussion for next Wednesday and are excited to visit with Professor Mische and Mike Ariza on this national crisis unfolding. This article is only a warm-up for next week and is really just my show notes to get questions ready. After sitting in on a town hall with Professor Mische […]

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Iran Strikes UAE’s Key Hormuz Bypass: Fujairah Terminal Under Fire as One Major Pipeline Route Goes Down — Saudi’s 7M bpd Red Sea Lifeline Now at Risk from Houthis

In a dramatic escalation of the Iran conflict, Iranian drone strikes have repeatedly hammered the UAE’s Fujairah oil terminal — the critical endpoint of the Abu Dhabi Crude Oil Pipeline (ADCOP, also known as Habshan–Fujairah). This pipeline was one of the region’s primary bypass routes around the now-blocked Strait of Hormuz. Multiple attacks in mid-March […]

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Saudi Pipeline Hits 7 Million BPD Goal Bypassing the Strait of Hormuz

In a remarkable display of strategic foresight and engineering resilience, Saudi Arabia has ramped its East-West Pipeline—also known as the Petroline—to full capacity of 7 million barrels per day (bpd), fully bypassing the disrupted Strait of Hormuz. This milestone comes at a critical moment. The ongoing Iran conflict has effectively closed the Strait of Hormuz […]

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Russia’s Oil Exports Have Been Drastically Impacted: Ukrainian Drone Campaign Hammers Refineries, Terminals, and Pipelines

Russia’s oil export machine—once the backbone of its war economy—is reeling under a sustained Ukrainian drone offensive that has targeted refineries, export terminals, and critical pipeline infrastructure for over two years. What began as sporadic strikes in 2024 has escalated into a systematic campaign, with Ukrainian forces conducting more than 120 strikes on energy targets […]

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Black gold gushes into California as offshore bill kicks into gear following Trump executive order – But what good will it do?

Oil is flowing again off the Santa Barbara coast for the first time in over a decade. On Monday, Sable Offshore Corp. restarted the Santa Ynez Pipeline System, sending “black gold” from its Dos Cuadras Field platforms through the onshore network that ends at Pentland Station in Kern County. The move follows President Donald Trump’s […]

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