In a world already stretched thin on refined fuels, diesel has emerged as the undisputed king of commodities—and refineries are proving to be the fragile link in the global supply chain. As of early April 2026, the ongoing disruption in the Strait of Hormuz—triggered by the Iran conflict—has created the largest supply shock in diesel […]
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Energy News Beat Exclusive Analysis – Stu Turley Diesel prices are surging across key markets—and rising faster than gasoline or petrol in many places. As Sky News economics editor Ed Conway highlighted in his widely shared X post and video primer (posted March 31, 2026), this isn’t just another blip in the energy markets. It’s […]
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Brent crude prices surged from approximately $73 per barrel pre-crisis to peaks near $120 in just 10 days following the effective closure of the Strait of Hormuz on March 4, 2026. The International Energy Agency (IEA) has described this as the “largest supply disruption in the history of the global oil market,” with Gulf producers […]
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We have a new website rolling out this week, and I am showing off the new template. We also have 9 huge stories. When you have the IEA last week setting the stage for energy lockdowns, buckle up. I do not think many people are up to the lockdowns again. But I would take this […]
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Energy News Beat Exclusive Analysis The International Energy Agency (IEA) released its “Sheltering from Oil Shocks” report on March 20, 2026, and it reads like a blueprint for managed energy rationing. Amid the Middle East conflict that has choked off roughly 20% of global oil supply through the Strait of Hormuz, the IEA outlined a […]
Continue ReadingIn a virtual meeting held on January 4, 2026, eight key OPEC+ nations—Saudi Arabia, Russia, Iraq, the United Arab Emirates, Kuwait, Kazakhstan, Algeria, and Oman—reaffirmed their dedication to maintaining stability in the global oil markets. This announcement comes amid a backdrop of steady global economic outlooks and healthy market fundamentals, including low inventory levels, as […]
Continue ReadingAs we step into 2026, the global energy landscape is poised for turbulence, with whispers of an oil \”glut\” dominating headlines. Yet, this narrative may be overstated, influenced by geopolitical pressures and market dynamics that could reshape supply realities. Drawing from recent analyses, including Reuters\’ outlook and insights from OPEC and specialized energy commentary, here […]
Continue ReadingENB Pub Note: This is a fantastic article from the Merchant\’s News Substack by Giacomo Prandelli. We highly recommend subscribing to and reading his Substack. Stu Turley just had an interview with Giacomo, and the podcast is in production for release soon. We will keep you posted. Everyone’s celebrating gold breaking $4,200 and silver doubling […]
Continue ReadingThis is an important story that is evolving as we speak. Stu Turley wrote about this a year ago, and it is now evolving into a mix of how the global finance market is morphing into gold-backed securities rather than a security based upon nuclear military might. This is a huge change, and when you […]
Continue ReadingIn a striking reversal that underscores the enduring grip of fossil fuels on the global economy, the International Energy Agency (IEA) has updated its forecast, now projecting that oil demand will continue to climb until at least 2050. Under its Current Policies Scenario (CPS), the IEA anticipates global oil consumption reaching 113 million barrels per […]
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