This audio is auto-generated. Please let us know if you have feedback. Allison Clements is principal of 804 Advisory and a former member of the Federal Energy Regulatory Commission. Lori Bird is […]
Shale Producers Stay on the Sidelines as Oil Crisis Deepens
Less than a week ago, the head of the International Energy Agency said there was “plenty of oil” in the market, and there was no need for an emergency release. This week, […]
The Strait Is Closed, the Story Keeps Changing, and You’re Paying for It All
There’s a particular kind of dread that sets in when you’re watching an official tweet get deleted in real time. On Tuesday, the Energy Secretary posted that the U.S. Navy had successfully […]
Crude Cushion: IEA Announces Record 400 MMbbl Release as Hormuz Flows Remain Blocked
Earlier today (Wednesday, March 11), the International Energy Agency (IEA) announced the unanimous decision across its 32 member countries to release 400 MMbbl of its emergency stockpile to alleviate supply pressures tied […]
Iran war causing ‘largest disruption in history’ to oil supplies, says IEA
Global crude output will fall to lowest level in four years, energy agency warns in report via Financial Times – Energy https://ift.tt/RIon1h8
“We are 80 pct renewable:” Wind and solar shields Gina Rinehart’s main lithium play from fossil fuel crisis
Gina Rinehart’s main lithium play is being shielded from diesel price hikes by its high share of wind and solar, the energy sources demonised by Australia’s richest person. The post “We are […]
AI scaling pathways: On grid, on edge, off grid, off planet
As demand for data center power skyrockets, available options to provide that power have dwindled. And cohesive frameworks for finding sustainable generation remain few and far between. In this episode, Shayle speaks […]
The two oil pipelines helping Saudi Arabia and UAE bypass the Strait of Hormuz
A foreign tanker carrying Iraqi fuel oil damaged after catching fire in Iraq’s territorial waters, following unidentified attacks that targeted two foreign tankers, according to Iraqi port officials, near Basra, Iraq, March […]
Why $100 Oil Isn’t Going to Spark a New Shale Boom
When oil hit $55 per barrel in late 2025, the drilling and completions side of the industry surrendered. A few months later, war breaks out in Iran, and WTI climbs past $100. […]
The data center boom is a diesel generator boom
Data centers need dispatchable power — and no matter how many clean options hit the market, fossil fuel-powered generators remain in huge demand. In just five years, diesel generator capacity at data […]