Energy Economy Archives

An aerial view captures a vibrant orange oil tanker docked at a busy commercial port. Next to the tanker, multiple white tanker trucks are lined up, along with several large, white cylindrical storage tanks on the pier. The expansive harbor includes various smaller vessels, cranes, and industrial structures, with a coastal town featuring red-roofed buildings sprawling into the distance under a bright sky.

Energy Aspects’ Amrita Sen Says Shipping Now Adds About $30 A Barrel To Oil. That’s Why Brent Falling From Its September Peak Hasn’t Reached The Pump.

Published: by Joel South

Brent crude has tumbled from its September peak, yet fuel prices refuse to follow. Energy Aspects founder Amrita Sen says the benchmark price you see quoted is hiding a cost that dwarfs what the crude market itself is doing.

An aerial view of a large construction site featuring a long, light-brown colored data center building with numerous grey rectangular cooling units on its roof and along one side. A very tall red crane stands prominently near the building. The surrounding ground is reddish-brown dirt, covered with construction materials, smaller buildings, equipment, and vehicles. In the background, there are residential areas, lush green trees, a distant city skyline, and mountains under a bright sky.

The Head Of America’s Building Trades Unions Says The Data Center Boom Is A New Industrial Revolution. The Bottleneck Is Not Workers, It Is When Companies Pick Up The Phone

Published: by AJ Tiarsmith

The AI buildout needs electricians and pipefitters by the thousands, and the head of North America's Building Trades Unions says the workforce can scale to meet it. The obstacle is not a shortage of workers but a decision companies have not made yet.

A man with short grey hair and a blue long-sleeved shirt sits at a wooden table, looking intently at a tablet he holds. His right hand is on his chin, conveying thought. The tablet displays a news article titled 'GLOBAL WAR AFFECTS GLOBAL GAS MARKETS' with a map. In the background, a TV screen shows a news segment with the text 'IRAN WAR AFFECTS GLOBAL GAS'.

Qatar’s Prime Minister Calls the Iran War an ‘Earthquake’ That Tested His Country’s Foundations. The Aftershocks Are Moving Through the Global Gas Market.

Published: by AJ Tiarsmith

Qatar’s prime minister, Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani, reached for a geological image when Bloomberg asked him […]

Two men are talking in a grassy field next to a large, angled array of blue solar panels. The man on the left wears a baseball cap and an olive-green shirt, with his back to the viewer. The man on the right, dressed in a dark suit jacket and light blue dress shirt, smiles and gestures with his right hand towards the solar panels. In the background, there are trees, a utility pole with power lines, and stacks of wooden crates under a clear blue sky.

Solar Expert Joel Jean: ‘It’s Now the Cheapest Source of Electricity We Have’

Published: by AJ Tiarsmith

Oil majors once led solar innovation, then walked away. A solar expert's account of what happened next, and who actually controls electricity prices now, cuts against almost everything conventional wisdom assumes.

A grayscale image features rows of black industrial oil barrels, some stacked on wooden pallets, against a light-colored industrial building. Transparent red and blue candlestick charts, a jagged pink line graph, and solid red vertical bars are overlaid, all indicative of a market downturn.

Houthi Attacks Push Saudi Oil Output To Lowest In 28 Years, Threaten Vision 2030 Plans

Published: by Eric Bleeker

Saudi Arabia’s oil buffer has thinned to almost nothing, and Bloomberg’s Onur Ant laid out the sequencing that matters for […]

Oil Tops $90 After New U.S.-Iran Strikes. What Investors Should Watch Next

Published: by Andrew Clemente

Fresh U.S. strikes near the Strait of Hormuz just pushed oil above $90, but the number that actually determines where crude goes next has nothing to do with the military headlines. Here is what investors and retirees should be watching instead.

Chevron and Exxon Rise as U.S.-Iran Strikes Send Oil Above $85

Published: by Mike Barrington

U.S. strikes near the Strait of Hormuz sent crude surging and lifted Chevron and Exxon shares in early trading, but the same headlines that drove oil above $85 could unwind the gains just as fast.

A composite image featuring the Mizuho logo and text 'Upgrade: Neutral CSIQ Target: $19' at the top left. The background shows a vast solar panel farm under a colorful sunset sky. In the foreground, three white shipping containers are visible, one labeled 'CanadianSolar'. To the left of the containers, icons represent a US flag and a 'Made in USA' factory. A blurred red circle with 'PROHIBITED FOREIGN ENTITY' text is positioned above the containers. A large red and green upward-trending arrow with an overlaid stock candlestick chart dominates the right side of the image. The bottom right corner shows the '24/7 WALL ST' logo.

Canadian Solar Reports Aug. 27. Can Storage Growth Turn CSIQ Stock Around?

Published: by Andrew Clemente

Canadian Solar heads into its Aug. 27 earnings report with shares sitting 40% below where they started the year, and the answer hinges on whether a booming storage business can finally overpower the forces dragging the stock down.

Three rough, silver-grey metal nuggets are placed on a bright green circuit board. The nugget in the foreground is in sharp focus, showing detailed textures, while the two in the background are softly blurred. The circuit board features intricate metallic traces and numerous small, circular solder points.

USA Rare Earth Fell 5% Despite a $1.55B Serra Verde Funding Package. What Investors Should Watch Next

Published: by Andrew Clemente

A $1.55 billion financing package failed to stop USA Rare Earth from sliding 5% while smaller, less-funded peers in critical minerals fell even harder. The reasons behind that disconnect matter far more than Monday's closing prices.

Oil refinery factory in Japan with Fuji mountain background on Night time

Diesel’s Crack Spread Just Topped $100 for the First Time. 3 Refiners Are Benefiting

Published: by Andrew Clemente

The gap between crude oil prices and diesel prices just shattered a record, and it is creating a windfall for a small group of refiners while raising an uncomfortable question about how long that advantage can last.

Qatar’s LNG Disruption Could Last 5 Years. These 5 U.S. Energy Stocks Could Benefit

Published: by Mike Barrington

A multi-year outage at Qatar's LNG facilities is reshaping global energy markets in ways that stretch far beyond a temporary supply scramble, and five U.S. energy stocks stand to gain in very different ways depending on how much risk investors can stomach.

To top