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ExplainerRefinery Economics

Fuel Oil Desulfurization Margins Dictate the Spread Between Light and Heavy Crude Benchmarks

Complex Refiners 40%Crude Oil Producers 30%Maritime Consumers 30%

6 sources · 4d ago

Research BriefEnergy Modeling

EIA Models 2050 Energy Grid: Data Centers Drive Demand While Total Consumption Stalls

Energy Modelers & Forecasters 40%Grid Operators & Utilities 30%Fossil Fuel Producers 30%

2 sources · 9d ago

ExplainerMarket Design

Why Electricity Markets Pay Every Power Plant the Highest Accepted Bid

Market Economists 40%Grid Operators & Regulators 35%Energy Analysts 25%

10 sources · 14d ago

ExplainerEnergy Trading

Spark and Dark Spreads: How Thermal Generators Calculate Power Margins

Grid Operators 35%Environmental Economists 35%Energy Traders 30%

7 sources · 19d ago

ExplainerLNG Pricing

The S-Curve and J-Curve That Define the Price Relationship Between Oil-Indexed and Hub-Indexed LNG Contracts

Hub-Pricing Advocates 40%S-Curve Defenders 35%Hybrid Strategists 25%

5 sources · 28d ago

ExplainerCapacity Markets

The Net Cost of New Entry and Value of Lost Load That Anchor Capacity Markets

Grid Operators and Regulators 40%Consumer Advocates and Economists 30%Renewable and Storage Developers 30%

3 sources · 33d ago

Grid DecarbonizationPolicy Blueprint

Thailand's Draft Power Plan Halves Gas Capacity, Pivots to 114 GW of Solar

Renewable Energy Developers 40%Energy Security Analysts 35%Industrial Consumers 25%

5 sources · 36d ago

ExplainerForward Curves

The Math Behind Contango and Backwardation: How the Forward Curve Dictates Oil Storage

Physical Arbitrageurs 35%Commercial Consumers 35%Financial Speculators 30%

2 sources · 38d ago

Hydrogen InfrastructureAsset Divestment

Uniper Sells Stake in OPAL Gas Pipeline to Hy24 for Conversion to Hydrogen Transport by 2030

Hydrogen Infrastructure Investors 40%Corporate Restructuring 35%European Regulators 25%

5 sources · 37d ago

Grid SecurityPolicy Decision

Trump Emergency Order Targeting Chinese Grid Technology Puts Gigawatts of US Battery Projects on Hold

National Security Advocates 40%Energy Storage Developers 40%Legal & Regulatory Analysts 20%

6 sources · 40d ago

Grid ReliabilityPolicy Conflict

DOE Extends Emergency Order for Washington Coal Plant Hours After Court Rejects Similar Mandate

State Regulators & Utilities 35%Environmental Advocates 35%Federal Energy Officials 30%

5 sources · 39d ago

ExplainerGrid Reliability

The Missing Money Problem: How Capacity Markets Compensate Power Plants for Standby Reliability

Capacity Market Advocates 35%Energy-Only Proponents 35%Market Economists 30%

4 sources · 43d ago

Project ApprovalsPolicy Shift

Canada Scales Back Federal Environmental Reviews for Major Energy Projects

Federal Government & Industry 50%Environmental Advocates 50%

3 sources · 42d ago

Nuclear PowerInfrastructure Revival

DOE Finalizes $1.9 Billion Loan to Restart Iowa's Duane Arnold Nuclear Plant

Energy Industry Analysts 40%Federal Policymakers 30%Regional Business Leaders 30%

5 sources · 43d ago

Grid ExpansionMarket Momentum

US Grid Adds Record 17.1 Gigawatts of Clean Power in First Half of 2026 as Solar and Storage Dominate

Industry Data & Developers 50%Climate & Policy Advocates 50%

7 sources · 47d ago

ExplainerWholesale Markets

How Zero-Marginal-Cost Renewables Suppress Wholesale Electricity Prices and Drive Negative Bidding

Market Regulators & Administrators 40%Energy Economists & Analysts 35%Renewable Energy Sector 25%

6 sources · 48d ago

Nuclear ExpansionContract Award

Kazakhstan Finalizes $16.4 Billion Nuclear Plant Contract with Russia's Rosatom

Kazakhstan Energy Planners 40%Russian Nuclear Export Sector 35%Geopolitical Analysts 25%

5 sources · 48d ago

European GasMarket Move

European Gas Price Hits Three-Year High as Storage Levels Fall to Record Low Ahead of Winter

Energy Traders 40%Industrial Consumers 30%Grid Operators 30%

6 sources · 47d ago

Venezuela OilInvestment Deal

Chevron, Eni, and GE Vernova Sign Agreements to Expand Venezuelan Oil Output and Rebuild Power Grid

Western Energy Majors 40%Venezuelan Government 30%U.S. Policymakers 30%

5 sources · 44d ago

Haynesville ShaleJoint Venture

Comstock Resources Secures $1.65 Billion SOCAR Investment for Haynesville Shale Expansion

Corporate Deleveraging 40%Foreign Direct Investment 35%Basin Economics 25%

5 sources · 46d ago

Strait of HormuzMarket Move

Oil Prices Surge to $95 as Renewed US-Iran Military Strikes Escalate Strait of Hormuz Risk

Physical Market Traders 40%Geopolitical Risk Analysts 40%Macroeconomic Strategists 20%

5 sources · 49d ago

Data Center InfrastructureIndustry Shift

SLB Acquires Kelvion for $4.1 Billion, Pivoting Major Energy Services Firm into Data Center Power Market

Energy Services Providers 45%Tech Infrastructure Analysts 35%Financial Markets 20%

3 sources · 50d ago

Russian EnergyProduction Shift

Russia Downgrades 2026 Oil Production Forecast to 17-Year Low

Russian State Planners 35%Global Energy Analysts 35%Asian Refining Sector 30%

5 sources · 45d ago

Offshore WindCapacity Addition

Ørsted and Nuveen Commission 913 MW Borkum Riffgrund 3 Offshore Wind Farm in Germany

Project Developers & Investors 40%Corporate Energy Buyers 35%National Energy Strategists 25%

3 sources · 52d ago

Permian InfrastructureMarket Move

Energy Transfer's 2.2 Bcf/d Hugh Brinson Pipeline Begins Service, Unlocking Permian Gas Supply

Upstream Producers 40%Midstream Operators 35%Commodity Traders 25%

4 sources · 53d ago

ExplainerGrid Infrastructure

Locational Marginal Pricing: How Power Grids Price Energy, Congestion, and Losses

Market Economists 40%Grid Operators 35%Energy Traders 25%

3 sources · 53d ago

ExplainerGas Storage

How US Natural Gas Storage and LNG Maintenance Control Domestic Prices

Market Analysts & Data Providers 50%Consumer Protection Advocates 25%Industry & Export Advocates 25%

2 sources · 54d ago

Strait of HormuzMarket Move

Oil Prices Plunge 10% on Diplomatic Progress to Temporarily Reopen Strait of Hormuz

Energy Markets 40%Regional Diplomats 35%Shipping Industry 25%

3 sources · 51d ago

Global RefiningMarket Move

Nigeria's Petroleum Product Exports Surge Seven-Fold Amid Refining Expansion

Nigerian Economic Planners 40%European Energy Importers 35%Global Energy Analysts 25%

5 sources · 57d ago

Strategic Petroleum ReserveSupply Watch

US Strategic Petroleum Reserve Reaches Lowest Level Since 1982 Following Emergency Drawdowns

Administration Officials 40%Energy Security Analysts 35%Market Participants 25%

8 sources · 58d ago

Solar Supply ChainTrade Policy

US Imposes Tariffs on Polysilicon and Solar Products to Force Domestic Manufacturing Build-Out

Domestic Manufacturers 40%Solar Developers 35%National Security Analysts 25%

7 sources · 62d ago

US Gas ProductionMarket Forecast

EIA Forecasts US Natural Gas Production to Hit Record 122.5 Bcf/d in 2026

Permian Oil Producers 35%Gulf Coast LNG Exporters 35%Domestic Utilities and Consumers 30%

7 sources · 56d ago

Diesel MarketsSupply Chain Watch

US Distillate Inventories Hit Lowest Seasonal Level Since 1996 Amid Record Exports

Global Energy Importers 40%Domestic Industrial Consumers 40%Energy Market Analysts 20%

5 sources · 60d ago

Grid ExpansionCost Allocation

Utilities Nationwide Seek $18.6 Billion in Rate Hikes to Fund Data Center and Oil/Gas Demand Growth

Consumer Advocates 40%Utility Operators 40%Tech Hyperscalers 20%

4 sources · 63d ago

Grid InfrastructureMarket Move

Equinor Acquires Stake in 1.5 GW Pennsylvania Gas Plant for $940 Million to Meet Data Center Demand

Energy Producers & Investors 50%Grid & Infrastructure Analysts 50%

6 sources · 65d ago

Shadow FleetSanctions Enforcement

US Accuses Major Chinese Refinery of Importing Billions in Illicit Iranian Crude

U.S. Treasury & Enforcement 35%Chinese Government & Refiners 35%Market & Industry Analysts 30%

6 sources · 66d ago

ExplainerClean Energy

University of Birmingham Catalyst Slashes Temperature for Clean Hydrogen Production

Clean Energy Researchers 40%Heavy Industry Operators 30%Hydrogen Market Analysts 30%

3 sources · 67d ago

Energy MarketsForecast Update

EIA Forecasts US Crude Oil Production to Hit All-Time Global Record of 13.8 Million BPD in 2026

Domestic Producers 40%Market Analysts 35%Global Energy Consumers 25%

7 sources · 69d ago

Appliance StandardsPolicy Shift

Senate Bill Seeks to Overhaul DOE Appliance Efficiency Standards and Protect Gas Furnaces

HVAC and Gas Industries 50%Energy Efficiency Advocates 30%Federal Policymakers 20%

7 sources · 70d ago

ExplainerStrategic Petroleum Reserve

How the US Strategic Petroleum Reserve Operates as a Global Energy Buffer

Federal Planners 45%Historical Documentarians 35%Energy Analysts 20%

3 sources · 72d ago

Gulf EnergySupply Shift

UAE's ADNOC Commits $8 Billion to Gas Expansion After Exiting OPEC, Signaling New Era of Supply Competition

Energy Market Pragmatists 40%Geopolitical Strategists 40%Energy Security Analysts 20%

6 sources · 62d ago

LNG InfrastructureEconomic Forecast

US LNG Exports Projected to Double, Driving $1 Trillion in New Infrastructure Investment

Economic Forecasters 40%Energy Security Advocates 30%Domestic Market Observers 30%

6 sources · 73d ago

Maritime LogisticsSupply Chain Security

ADNOC Spends $1.3 Billion to Double VLCC Fleet, Bolstering Exports Against Strait of Hormuz Risk

UAE Energy Strategists 40%Maritime Freight Analysts 30%Geopolitical Risk Observers 30%

5 sources · 75d ago

Grid InfrastructurePolicy Decision

DC Circuit Upholds FERC Order 2023, Clearing Legal Hurdle for 2,600 GW of Grid Interconnections

Clean Energy Developers 38%Environmental Advocates 38%Transmission Providers 25%

8 sources · 59d ago

Grid ReliabilityPolicy Decision

Texas Pauses Data Center Grid Connections Amid 474-Gigawatt Demand Surge

State Regulators 40%Tech Industry & Developers 30%Local Communities & Agriculture 30%

7 sources · 76d ago

Industrial PolicyPolicy Decision

China Mandates Minimum Renewable Energy Consumption Ratios for Polysilicon and Heavy Industry

Renewable Energy Developers 35%Heavy Industry & Manufacturers 35%Policy & Climate Analysts 30%

6 sources · 61d ago

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