As energy security concerns mount amid ongoing disruptions in the Middle East, several nations are reversing course on coal phase-outs and ramping up existing coal-fired power plants. Japan is the latest example, with the government preparing emergency measures to lift restrictions on older coal facilities for the fiscal year starting April 2026. This move comes […]
Continue ReadingIn a bold escalation of its long-range drone campaign, Ukraine has claimed responsibility for a strike on Rosneft\’s Syzran oil refinery in Russia\’s Samara region. The attack, which occurred overnight on December 27, 2025, marks the latest in a series of targeted operations aimed at disrupting Russia\’s energy infrastructure amid the ongoing conflict. Ukrainian military […]
Continue ReadingENB Pub Note: This is a fantastic article from Giacomo Prandelli, and Stu Turley will be interviewing him next week on the Energy News Beat podcast. This is going to be a great interview, as The Merchant News Substack is packed with fantastic insights from the global energy markets. On a quiet morning off the […]
Continue ReadingIn a significant escalation of the ongoing energy warfare between Ukraine and Russia, the Caspian Pipeline Consortium (CPC) has suspended oil loading operations at its Black Sea terminal in Novorossiysk following a Ukrainian naval drone attack. The incident, which occurred early on November 29, 2025, marks the latest in a series of targeted strikes on […]
Continue ReadingUkraine\’s intensified bombing campaign against Russian refineries over the last month is creating a severe fuel crisis in Russia while simultaneously having negative repercussions for the environment. The crippled refining capacity is forcing Russia to import gasoline from distant Asian markets, amplifying CO2 emissions through longer transportation routes. This disruption also reverberates through global fuel […]
Continue ReadingThe Iraq-Turkey oil pipeline, also known as the Kirkuk-Ceyhan pipeline, transports crude oil from Iraq\’s northern Kurdistan region to the Mediterranean port of Ceyhan in Turkey. It was originally built in the 1970s and has been a key export route for Kurdish oil. Prior to its shutdown, the pipeline had a capacity of approximately 450,000 […]
Continue ReadingDaily Standup Top Stories Europe’s Green Energy Stocks Spike on Weakened U.S. Big Beautiful Bill This is a validation that the Inflation Reduction Act was giving money to other countries. Iraq Power Grid Suffers as Iran Cuts Gas by Half – U.S. company bidding on LNG import facility July 2, 2025 Clark Savage Iraq’s electricity grid […]
Continue ReadingSyria’s oil sector, long crippled by civil war and international sanctions, is showing signs of revival following the dramatic ousting of President Bashar al-Assad in December 2024. The restart of the Banias oil refinery, one of Syria’s largest, marked a significant milestone, with fuel shipments resuming for the first time since the regime change. This […]
Continue ReadingDaily Standup Top Stories Critical Minerals are not the problem that China controls. It is the processing of the mineral ore that they control. April 21, 2025 Clark Savage Examining the energy markets today, we must consider the tariff war currently underway between the United States and the rest of the world. Make no mistake, this […]
Continue ReadingThe oil dispute between Baghdad and the Kurdistan Region of Iraq (KRI) is fundamentally about sovereignty, not oil. Iraq’s Federal Supreme Court and the proposed Unified Oil Law have cemented Baghdad’s control over oil revenues, ending the KRI’s ability to export independently. Turkey’s new pipeline plans, bypassing Kurdistan, aligned with China’s Belt and Road Initiative, […]
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