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Published news and blog articles, organized by category. Browse older coverage by month or search for a topic. Undated blog guides appear after dated news.
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China’s EV Transition Is Quietly Changing the Global Oil Market
Electric vehicles displaced an estimated 1.4 million barrels a day of Chinese oil demand in the first half of 2026 — 6 percent of the country’s entire 2025 crude import bill. It is the biggest quiet change in oil-market structure since…
Could China Become Structurally Less Dependent on Middle Eastern Oil?
The 2026 Hormuz closure was the first live test of Beijing’s twenty-year energy-security project — pipelines the war cannot touch, a billion-barrel stockpile, and an EV fleet displacing 1.4 million barrels a day. The results were better…
Electric Vehicles Are Becoming a National-Security Asset
China's EVs displaced an estimated 34 million tonnes of oil in the first half of 2026, and its road-fuel demand is falling about 1.3 million barrels a day as electrification compounds. Every barrel a domestic fleet does not need is a…
Energy Security May Be a Bigger Renewable Argument Than Climate Change
For twenty years, climate framing struggled to hold coalitions together. The Hormuz shock has handed clean-energy advocates a different argument — one that runs through import bills, chokepoints and military exposure instead of temperature…
The Energy Shock Has Cost Importers an Estimated $330 Billion Above Prewar Expectations
CREA estimates fossil-fuel importers paid an extra $330 billion for seaborne crude, products and LNG in six months of Hormuz crisis — roughly $55 billion a month above what pre-war futures markets had priced. Europe absorbed about $78…
The Iran Conflict Is Accelerating Clean-Energy Policies Worldwide
More than 30 governments have enacted policies since the Hormuz crisis began — fossil-reduction targets, efficiency mandates, fuel-switching programs. The IEA has coordinated its largest-ever emergency stock release and published a menu of…
Should Data Centers Be Required to Generate Some of Their Own Power?
Dominion's Virginia data center customers wait an average of seven years for grid power, and 189 gigawatts of gas is now proposed for direct connection to U.S. data centers. Nobody has mandated self-generation yet — but tariffs, FERC…
Could Solar + Batteries Become the New Strategic Petroleum Reserve?
The Strategic Petroleum Reserve has fallen to 285.4 million barrels — its lowest level since 1982 — while the American grid battery fleet has roughly doubled in two years to nearly 52 gigawatts. Could stored electricity someday do the job…
Why America’s Grid May Become the Biggest Constraint on AI Growth
The U.S. interconnection queue holds 2,061 gigawatts — more than the entire installed power plant fleet — while only about 5 gigawatts of 2026's planned data center capacity is actually under construction. Chips, capital and talent are all…
The AI regulation smackdown isn’t over
At the start of this week, the who's-who of AI seemed - at least tentatively - on the side of AI regulation. Over the weekend, Anthropic CEO Dario Amodei had proposed a three-step plan for slowing AI development, including by embedding…
Symptoms of increased microplastic consumption
Beware of warping near radiators.
Ten days that changed the course of AI - The Straits Times
Ten days that changed the course of AI The Straits Times
Ten days that changed the course of AI - The Straits Times
Ten days that changed the course of AI The Straits Times
This well-meaning ideology fueling AI panic has a dark side
Effective altruism’s prophecy of risks from artificial intelligence could be self-fulfilling.
Another own goal: The E.U. just made Google less useful for Europeans
The "Brussels Effect" boomerangs.
The World Has an Oil Problem — the Bigger Problem Is Diesel
US diesel has crossed $6 a gallon for the first time on record while the world's refiners run flat out. The constraint is not crude — it is the refinery system itself, and that is the part nobody can fix quickly.
Europe's Potentially $180 Billion Climate Summer
Four record heat waves killed at least 35,000 people, cut EU crop-yield forecasts up to 14 percent below the five-year average, and may have shaved a full point off EU GDP. The Rhine and Danube hit historic lows while the politics of…
Europe’s Diesel Records — Could the U.S. Be Next?
Frankfurt diesel futures hit $1,520 a ton — past the 2022 record — and the European refining premium broke $100 a barrel for the first time. Europe is the world's diesel stress test; the question is how much of it reaches American pumps.
Google's Gemini AI hacked three companies in security test
The AI model accessed the internet and guessed credentials to three websites, a Google official told the BBC.
President Cruz: An Energy-Deregulation Blitz
Ted Cruz has a decade-old deregulation bill with his name on it, a Commerce Committee gavel, and a public case built on LNG export politics and anti-carbon-tax pledges. A Cruz presidency would open with the most aggressive pro-production…
President DeSantis vs. President Cruz on Energy
Ron DeSantis erased climate change from Florida law and banned offshore wind in state waters; Ted Cruz has spent a decade legislating oil-and-gas dominance from the Senate. Both are Republican energy maximalists — but their first 100 days…
President Newsom vs. President Shapiro: Two Democratic Energy Models
Gavin Newsom built California's mandate-and-deadline model: 100% clean electricity by 2045, an oil-industry setback law, a price-gouging cap. Josh Shapiro built the Pennsylvania deal model: cap-and-invest with 70% rebated, a siting board,…
President Shapiro: An All-of-the-Above Democratic Energy Strategy
Josh Shapiro calls his Pennsylvania Lightning Plan a bold all-of-the-above energy strategy: gas, nuclear, solar, storage — and a carbon cap. A scenario analysis of what a Shapiro first 100 days could do to national energy policy, and what…
President Shapiro: Would Permitting Reform Become a National Democratic Priority?
Josh Shapiro has spent three years making permitting speed a Democratic talking point in Pennsylvania — a permitting office by executive order, a fight with PJM that saved consumers billions, and a “Lightning Plan” to build more, faster. A…
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