Javier Blas on Lessons from Closing Hormuz (So Far)
Over the past five months, the Strait of Hormuz has been closed for extended stretches of time, disrupting roughly 10 to 15 million barrels of oil supply each day. It is the biggest energy supply shoc...
4 Aug 59min
Senator Alan Armstrong on Building American Energy Infrastructure
As the demand for power surges across the US, the debate over how to build energy infrastructure has reached a fever pitch. And while both sides of the aisle broadly agree that the current permitting ...
28 Juli 1h 8min
Tom Moerenhout and Tomasz Nadrowski on Fixing the Mineral Supply Chain
Critical minerals sit at the intersection of energy technology, industrial competitiveness, and economic resilience. The issue has hit a fever pitch in the United States, driving the Trump administrat...
21 Juli 53min
Suzanne Maloney on Whether Perpetual Conflict is New Normal for the Gulf
Nearly a month after a ceasefire, the US-Iran deal seems to have all but collapsed as both nations have slipped back into active conflict. On Sunday, Tehran announced that the Strait of Hormuz is once...
14 Juli 57min
Iran Conflict Brief: How Renewed Strikes Impact Global Energy
In the 23 days since the US and Iran agreed to a ceasefire, strikes have returned, following a familiar pattern: Iran attacks vessels using an internationally backed sea lane in Omani territorial wate...
10 Juli 43min
Alice Yake on Planning for a Reliable, Cleaner Grid
Grid operators sit at the center of many of the biggest forces reshaping the global energy system. They're navigating rising electricity demand, a lack of transmission infrastructure, shifting regulat...
7 Juli 1h
Doug Arent and Robin Millican on What's Really Driving Electricity Prices
Concerns about the affordability of electricity in the US have been rising along with prices. And while the headlines have pointed to AI and data centers as the underlying factors, the exact causes ar...
30 Juni 56min
Michael Cembalest Does the Math on the Energy Transition
The energy transition is in the midst of its own transition. Spiking electricity demand and geopolitical events are driving up energy prices, while debates over the best sources of generation play out...
23 Juni 57min
