Day: May 26, 2026

The Energy Shock Is Not Yet Here, and the Energy Transition Did Not Lessen the Dependency on Oil, Gas and Coal

Energy News Beat The world is once again staring down the barrel of an energy crisis. With the Strait of Hormuz effectively closed amid escalating tensions from the Iran conflict, global markets are in panic mode over potential disruptions to oil and liquefied natural gas (LNG) supplies. Prices are spiking, supply chains are under threat, […]

The Iran War exposes the illusions of energy policy

Energy News Beat Smon Stiell, Executive Secretary of the United Nations Framework Convention on Climate Change (UNFCCC), recently declared in Paris that those who have fought to keep the world dependent on fossil fuels are “inadvertently supercharging the global renewables boom” — citing the ongoing U.S.-Israeli war with Iran as evidence. It is a striking […]

The Global Oil and Gas Markets – The Commodities Super Cycle and Return to Tangibles

Energy News Beat Wasif Latif, Co-Founder, President & Chief Investment Officer, Sarmaya Partners, stopped by the Energy News Beat Podcast again. This time, we covered current events in the Strait of Hormuz and the impact of the war in Iran. It does not look like they will be going away quietly into the night, and […]

Northern Oil and Gas Reaches First Deal for Canadian Energy Assets – Strategic Duvernay Entry Strengthens Scale, Diversification, and Long-Term Inventory

Energy News Beat Northern Oil and Gas, Inc. (NYSE: NOG) has taken a significant step into Canada with its first international acquisition. The company announced on May 26, 2026, that it has agreed to acquire a 25% undivided non-operated interest in light-oil producing properties and substantial undeveloped acreage in Alberta’s Duvernay Shale from Parallax Energy […]

Fundamental Changes post Iran in Trading Blocs around the world

Energy News Beat Stu Turley here from the Energy News Beat Podcast. For years on this show, we’ve been hammering home a core truth: energy policy is destiny. Affordable, reliable, abundant energy drives manufacturing, jobs, investment, and GDP growth. Ideological Net Zero pursuits that ignore reality — spiking costs, killing baseload power, and forcing deindustrialization […]

We are about to price the oil and gas markets for absence rather than scarcity

Energy News Beat In a recent appearance on Squawk Box Asia, veteran commodities strategist Jeff Currie (Co-Chairman of Abaxx Markets) delivered a stark warning that resonates deeply with current market dynamics. He described an emerging “rare earth moment” — a qualitative shift where markets have been neglecting the physical world (“atoms”) in favor of financial […]