Category: Energy News Beat

Peabody Energy May Be the Only Winner of the Strait of Hormuz Blockade

Energy News Beat As the U.S.-imposed blockade of Iranian ports in the Strait of Hormuz enters its critical phase, global oil and LNG supply chains are in chaos. Tankers are idled, LNG prices have spiked, and energy-short nations in Asia and Europe are scrambling for alternatives. The result? Coal—reliable, abundant, and easy to stockpile—is surging […]

A Structural Shift in Capital Allocation in the Energy Sector is Underway Due to the Iran Conflict

Energy News Beat The 2026 Iran conflict, which escalated in late February with U.S.-Israeli strikes and Iranian retaliation—including the effective closure of the Strait of Hormuz and attacks on energy infrastructure—has triggered the largest supply disruption in global oil market history. Nearly 20% of the world’s oil and significant LNG volumes have been taken offline, […]

The Oilfield Service Crunch Is Here

Energy News Beat ENB Pub Note: This article was originally run on OilPrice.com. Stu Turley will be interviewing Dan Doyle in a week or so, and covering the book and insights into the oil industry.  A sustained oil supply shock and higher prices are rapidly reigniting U.S. drilling activity, reversing earlier expectations of a muted […]

Dallas Fed Impact Study of the 2026 Iran War on U.S. Inflation: A Scenario Analysis

Energy News Beat As the 2026 Iran War continues to ripple through global energy markets—particularly with disruptions tied to the Strait of Hormuz—policymakers, energy producers, and consumers are closely watching the inflationary fallout. A timely new working paper from the Federal Reserve Bank of Dallas provides a rigorous, scenario-based framework for quantifying exactly how oil […]

Coal Is Back in Play Around the World

Energy News Beat The Net Zero movement, long heralded as the inevitable path to a fossil-free future, has encountered a profound reality check. The 2026 Iran war—marked by the effective closure of the Strait of Hormuz—has triggered one of the most severe global energy crises in decades, disrupting roughly 20% of the world’s oil and […]

President Trump Said Gas Prices May Stay Elevated Till the Midterms: A Deep Dive into the Iran War Unwind and Global Oil Market Realities

Energy News Beat President Donald Trump’s recent comments on Fox News’ Sunday Morning Futures have sparked intense debate in energy circles. In the April 12, 2026 interview, Trump acknowledged that U.S. gasoline prices “could be the same or maybe a little bit higher” by the November midterm elections, despite earlier hopes for a quick resolution. […]

Make Movies or Become a Wyoming Oil Man

Energy News Beat When a promising filmmaking career fizzled after a splash at the 1995 Sundance Film Festival, Dan Doyle didn’t head back to the editing bay or chase another producer. He sold his film gear rental house, grabbed his geology degree, and dove headfirst into the oil patch—eventually landing in the wide-open spaces of […]

US Demand for Downstream Diesel, Jet Fuel, and Other Products Increasing — and at What Cost?

Energy News Beat The United States continues to assert its position as a global energy powerhouse, with Gulf Coast refineries driving record exports of refined petroleum products. Demand for downstream fuels — particularly diesel (distillate fuel oil), jet fuel, and gasoline — has surged internationally, fueled by economic recovery in Latin America, Europe’s energy security […]

Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Security

Energy News Beat ENB Pub Note: David Blackmon, Professor Mische, and Mike Ariza are on a podcast on Wednesday to cover these critical Executive Orders from President Trump to save California and the United States. This article was originally published on the California Globe, and we recommend reading it there and supporting them. Katy Grimes, […]

More than half of the Data Centers may be delayed due to lack of transformers and electrical equipment

Energy News Beat The AI-fueled data center boom is slamming into a hard reality: there simply aren’t enough transformers, switchgear, and other critical electrical equipment to bring the projects online. According to Bloomberg’s April 1, 2026 newsletter, more than half of the U.S. data centers planned for this year are now expected to be delayed […]