The war in Iran and the accompanying shipping bottleneck are triggering a historic crisis in the aluminum market, with potentially devastating knock-on effects across sectors that depend on the base metal. Aluminum […]
Energy inflation has been more persistent than expected, Fed’s Goolsbee tells CNBC
Austan Goolsbee, president of the Federal Reserve Bank of Chicago, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in Beverly Hills, California, on May 6, 2026. Patrick […]
Maybe, Just Maybe, The US Army Wants EVs After All
The US Army has been slow to adopt EVs, but the combination of range extender hybrids and crewless, robotic applications could provide an opening. The post Maybe, Just Maybe, The US Army […]
Natural gas for power generation flat this summer, record high expected in 2027
We forecast natural gas consumption by the U.S. electric power sector this summer will remain near recent highs and set a record next summer in our May Short-Term Energy Outlook (STEO). Despite […]
Vanadium Batteries Could Break Lithium’s Grip on Energy Storage
next-gen battery systems that form the future of energy storage and break lithium’s chokehold on global clean energy tech supply chains. The batteries show particular promise for energy storage applications, and could […]
Public Service Commission Passes Georgia Power’s Costs to Ratepayers
ATLANTA — Today, despite the efforts of two commissioners, the Georgia Public Service Commission agreed to allow Georgia Power to continue automatically passing along all of its fuel costs to ratepayers rather […]
The direct air capture debate is missing the point
As Occidental Petroleum and BlackRock prepare to bring Stratos — the world’s largest direct air capture plant — online in the Permian Basin, a familiar debate has reignited: Does direct air capture […]
Supermajor Warns Oil Prices Could Hit $160 Within Weeks
Just about two months ago, JPMorgan did the math on "How Long Before The World Hits Crude Oil Operational Minimum." The punchline was that while the market can hold hundreds of millions […]
The Economic Path to Climate Justice
Policymakers have used the concept of a “just transition” to make a morally and emotionally compelling case for decarbonization. But the experiences of Ethiopia, Pakistan, and South Africa show that rapid renewable-energy […]
A Searing Asian Summer Will Add to Risk of Surging Gas Prices
As the global gas market grapples with the Strait of Hormuz being all-but closed for nearly three months, traders are fixated on two wildcards: China and the weather. Summer forecasts are pointing […]