ENB Pub Note: This article was originally published on America Outloud by Ronald Stein, and we recommend you subscribe to his lists below. A Trillion-Dollar Contradiction: A Picture Paints a Thousand Words: Electricity is becoming the most valuable commodity on earth. The AI revolution will drive demand to levels that intermittent power from breezes and sunshine […]
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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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We have a new website rolling out this week, and I am showing off the new template. We also have 9 huge stories. When you have the IEA last week setting the stage for energy lockdowns, buckle up. I do not think many people are up to the lockdowns again. But I would take this […]
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The wind energy industry loves to portray itself as the ultimate green savior—clean, renewable, and kind to the planet. But a closer look at its supply chain reveals a dirty secret hidden in the Amazon rainforest. Balsa wood, prized for its lightweight strength, forms the core of many wind turbine blades. The boom in wind […]
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A powerful Tropical Cyclone Narelle has forced Chevron to shut down production at its Wheatstone LNG facility in Western Australia, adding fresh pressure to an already strained global liquefied natural gas (LNG) market. The outage, which began on March 26-27, 2026, stems from storm damage to the offshore platform and onshore processing plant near Onslow. […]
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Energy News Beat Exclusive Analysis The International Energy Agency (IEA) released its “Sheltering from Oil Shocks” report on March 20, 2026, and it reads like a blueprint for managed energy rationing. Amid the Middle East conflict that has choked off roughly 20% of global oil supply through the Strait of Hormuz, the IEA outlined a […]
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As the world’s largest oil and gas companies slash spending on low-carbon “transition” projects for the first time in eight years, one thing is crystal clear: U.S. oil majors are proving that fiscal discipline and bold upstream development are not mutually exclusive—they are the winning formula. According to BloombergNEF data highlighted in today’s Watts Up […]
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The Strait of Hormuz remains effectively closed amid the ongoing U.S.-Israel conflict with Iran, halting nearly all tanker traffic through the critical chokepoint that normally carries about 20% of global oil and LNG trade, along with roughly 5 million barrels per day (mbd) of refined petroleum products. JP Morgan Commodities Research has modeled the ripple […]
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This was a lot of fun with Ron as we covered his latest earnings reports from Liberty Energy, and the exciting direction for Liberty in the AI and Data Center space. In fact, as we were talking, I got the idea to have Ron on the podcast with Jon Brewton, CEO of Data2. We are […]
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President Donald Trump dropped a bombshell yesterday in the White House Oval Office: Iran just handed the United States a “very big present” worth a tremendous amount of money. It wasn’t nuclear-related, he stressed. It was “oil-and-gas-related” and tied directly to the flow through the Strait of Hormuz. Trump called it a “significant prize” that […]
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