ChatGPT generated image of increased volatility of oil prices contrasting with low volatility of electrified energy.
The UAE’s decision to leave OPEC+ is not just another Gulf oil story. It is an early signal of what happens when a producer with low-cost barrels, spare capacity ambitions, and a long view of electrification decides that flexibility may be worth more than cartel discipline. Oil demand is beginning … [continued]
Chatgpt generated image of rural Alberta infrastructure caught between old oil liabilities and new energy development.
When the Alberta Energy Regulator ordered MAGA Energy to suspend operations in April 2026 over unpaid obligations and failure to meet commitments, it was not just another small oil and gas enforcement story. It pointed to a much larger rural Alberta problem. The Rural Municipalities of Alberta reported that, as … [continued]
T&E reaction to the European Commission announcement of emergency measures on the energy crisis. The emergency actions presented by the European Commission today are only half measures to respond to the oil crisis and reduce Europe’s dependency on fossil fuel imports, T&E has said. The EU missed an opportunity to tax the … [continued]
WASHINGTON, D.C. — The U.S. Senate voted to approve a controversial proposal, backed by the Trump Administration, to allow toxic sulfide mining in the watershed of one of the country’s most visited wilderness areas. In a 50-49 vote, Senate Republicans utilized a baseless interpretation of the Congressional Review Act to overturn a … [continued]
European NGOs call on Ursula von der Leyen to tax excess oil profits to support vulnerable households, industry and the clean energy transition. A group of 31 European NGOs, including Oxfam, WWF, CAN Europe and T&E, have called on the EU to tax excess oil profits to support Europeans in … [continued]
ChatGPT generated illustration of standardized small, medium, and large Indonesian island hybrid power packages for diesel replacement
Indonesia has reached the point where replacing remote diesel generation with solar and batteries is no longer a speculative clean energy idea. It is an economic and strategic proposition, and the timing of PT Perusahaan Listrik Negara’s (PLN), Indonesia’s state electricity company, latest announcement matters. While the utility’s April statement … [continued]
Chatgpt generated panoramic editorial montage of the market signals that often appear before policy catches up.
France has made the first national push for increased electrification tied to the Strait of Hormuz-related energy crisis. Reuters reported that Paris will raise annual state support for electrification from €5.5 billion to €10 billion through 2030, while Le Monde summarized the package as including a ban on gas heating … [continued]
Chatgpt generated panoramic editorial visualization of the Strait of Hormuz as a global energy chokepoint.
The idea that Donald Trump might be an accidental climate warrior rests on a narrow and uncomfortable observation. Wars, price shocks, and trade disruptions can suppress fossil fuel demand in the short term. That suppression shows up as lower emissions in the ledger. It does not come from better systems. … [continued]
By pretty much all accounts, the US starting another war in the Middle East, this time in Iran, is not going well. At least 13 Americans have died while around 300–750 have been injured, and for those of us who care (I do) countless Iranian children and civilians have been … [continued]
Crude oil and petroleum product prices increased significantly in the first quarter of 2026 (1Q26), particularly following military action in the Middle East on February 28 and the subsequent de facto closure of the Strait of Hormuz. In this quarterly update, we review petroleum markets price developments in 1Q26, covering … [continued]
