Energy
Commodity Desk - If Hormuz Reopens, the Barrels Will Still Lag: Why Oil’s Peace Trade Could Overshoot
Reopening the Strait of Hormuz could hammer Brent, but EIA and IEA forecasts show Gulf production and inventories may take much longer to recover.
Breaking News - Korea’s SK Shipping, H-Line Swap Tankers to Create LNG Giant
South Korean shipping companies SK Shipping Co. and H-Line Shipping Co. — both owned by private equity firm Hahn & Co. — will swap tankers and contracts to create one of the world’s largest operators of LNG carriers.
Energy Matrix - California Curtailed 4.5 Billion kWh of Green Electricity in Six Months. Why Is It Still Worried About Power Shortages?
45 billion kWh of solar and wind power was curtailed in six months. Why does California still worry about blackouts?
Macro & Micro Compass - Southern Europe’s Structural Decoupling: A Macroeconomic Reassessment for Institutional Capital
The macroeconomic paradigm within the eurozone has structurally inverted. While the traditional Franco-German core faces industrial stagnation—with 2026 GDP growth forecasts capped at 0.8% and 0.9% respectively—Southern Europe is now driving regional expansion. Spain (2.1%), Portugal (2.0%), and Greece (1.8%) are demonstrating
Energy Matrix - The World Is Entering a New Age of Solar
Global solar capacity has reached 3 terawatts, but the next phase of growth will depend on more than cheap panels. As deployment shifts toward developing economies, storage, grid capacity and accessible financing will determine how far the solar boom can go.
AI Speedrun - Is the AI Boom Moving From Tech Stocks to Your Electricity Bill?
The AI boom now runs through the grid, and the fight over who pays for it is just starting.
Breaking News - Blackstone, Brookfield, KKR Ink $16 Billion Kuwait Oil Pipelines Deal
Blackstone, KKR and Brookfield have agreed a $16bn deal to take a stake in Kuwait’s national oil pipelines network in the Gulf state’s largest-ever foreign investment as it raises capital to pay for the cost of Iranian attacks.
First US LNG Cargo in a Year Docks in China, Ship Data Shows
A liquefied natural gas carrier with a US shipment appears to have reached a Chinese terminal, potentially marking the first American cargo taken by China since it imposed tariffs more than a year ago.
Energy Matrix - China's Green Exports Gain Momentum as Global Energy Transition Accelerates
China's exports of green technology products continued to accelerate in the first half of the year, driven by the accelerating global energy transition.
Global Chokepoint - US Strikes Iran and Blocks Oil Sales in New Test of Truce
US President Donald Trump said his tentative ceasefire with Iran is done, raising the prospect of a renewed military conflict between the two countries, bringing fresh volatility to energy markets and tested an already fragile peace agreement between Washington and Tehran.
Commodity Desk - Lithium Rally Is No Longer Just About EVs, and the Market Hasn’t Fully Priced in Why
Lithium's rally already reflects a shift from EV to storage demand, but the market hasn't fully priced in what a widening 2026 supply deficit could mean next.
Volts to Intelligence - Next AI Energy Trade: More Power VS More Value per Watt
Brief summary of "Why the world's biggest battery maker isn't worried about AI's energy demand" and extended analysis
