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Browsing: Analysis and Opinion
Energy transition analysis: data driven reporting that separates realities from fairy tales in hydrogen, storage, nuclear and grids.
Before the Hormuz closure, approximately 20 million barrels of oil transited the strait every day. By the time Fatih Birol…
Gray hydrogen, produced from unabated fossil fuels, currently accounts for approximately two percent of global CO₂ emissions. That figure alone…
Global renewable power capacity reached 5,149 gigawatts (GW) by end-2025, following a record 692 GW addition that marked a 15.5% annual increase, with renewables capturing 85.6% of all new capacity expansions.
Strait of Hormuz Disruption Cuts LNG Capacity by Up to 87 bcm, Driving Price Shock Scenarios Across Global Gas Markets
Global LNG markets are operating under an extreme stress test as tanker traffic through the Strait of Hormuz collapses from an average of 94 vessels per day to just over five in early March 2026, with LNG and oil tanker flows falling from more than 53 per day to roughly two.
Oil Chokepoints and Fragile Supply Chains: Why Freight Electrification Is Moving From Concept to Necessity
Tensions around the Strait of Hormuz continue to expose a structural weakness in global logistics: a freight system still overwhelmingly dependent on diesel.
A projected €24 billion windfall for oil companies linked to rising fuel prices across Europe has reignited debate over windfall taxation, with Transport & Environment calling for a temporary levy on excess profits.
Europe’s Energy Price Crisis Exposes Gap Between Political Rhetoric and Legislative Action
As oil prices climbed above $100 per barrel following disruptions linked to the Strait of Hormuz, Europe’s largest parliamentary bloc, the European People’s Party, renewed calls to accelerate clean energy deployment and reduce reliance on imported fuels.
Welcome to the new world order. For the past twenty years, politicians in expensive suits have assured us that the…
The End of the US Monopoly on Sanctions: Iran, China, and the Emerging Limits of Economic Coercion
The closure of the Strait of Hormuz by Iran, affecting roughly 20 percent of global oil and gas flows and one-third of worldwide fertilizer trade, underscores a shift in the architecture of international economic power.
The Dutch prosecution of Fleurette Properties has highlighted the limits of Western enforcement in addressing large-scale corruption in the Democratic Republic of Congo.
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