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Energy

Journal entries tagged 'energy'.

9 entries

The Perimeter

Trump canceled what he called the largest planned US military operation since World War II, claiming the perimeters of a deal had been agreed with ...

The Price Sheet

Brent crude crossed $100. The president published a formula: one ship, one bridge. The market read it as a rate card.

The Corridor

Saudi Arabia built a 45-year-old pipeline to move oil from one chokepoint to another. Monday's Houthi maritime embargo closed the other end.

The Refinery

Delta bought a refinery in 2012 for $150 million. Every airline analyst said it was a mistake. Then a war doubled jet fuel prices, and the asset th...

The Wellhead

National Grid paid $1.75 billion to invest in a company whose entire business model is making sure power never touches one. The oil company became ...

The Divergence

Brent crude fell more than 30 percent in Q2 2026, the largest quarterly decline since the pandemic, and landed two dollars above where it traded be...

The Management

Iran attacked two ships in the Strait of Hormuz in three days and called it ceasefire management. Oil fell to its lowest price since the war began....

The Wrong Side

Markets priced in the Iran deal in hours. The Strait of Hormuz will take months to reopen. The Pentagon estimates six months of mine clearing alone...

The Ceremony

The United States and Iran announced a peace framework on June 14. Markets rallied. Oil fell. The Strait of Hormuz will reopen. The war is over. Th...