MenuThe United States has struggled with the disposal of spent nuclear fuel for decades. As AI data centers are popping up like mushrooms after a summer shower, the country’s electricity supply faces a massive projected shortage, and scaling up nuclear power production is a must. The lack of a nationwide system for reprocessing or disposing
Tag Archives: Energy Security
Canada As An Energy Superpower: Can It Unlock Its Potential?
Canada’s first-ever Investment Summit is scheduled for mid-September. The aim is to attract global capital for “nation-building” projects across energy, infrastructure, and critical minerals, demonstrating Ottawa’s efforts to expand the country’s role as a global energy supplier. Read the full article here.
What Hormuz Whiplash Means For Markets
The world is fighting a two-front energy war. One front runs through the Strait of Hormuz, where Iran and the United States are locked in a standoff. My old acquaintance, International Energy Agency Executive Director Fatih Birol, called this the worst energy shock in history, more severe than the 1970s oil crisis and the Ukraine war combined. The second front runs through
Energy In Flux: How The Current Crisis Is Shaping The Future Of Energy
On April 4th, President Donald Trump posted on Truth Social: “Remember when I gave Iran ten days to make a deal or open up the Hormuz Strait. Time is running out…” Markets have been recoiling amid instability in the Middle East, and it does not appear that jittery investors will experience any relief in the near term. However, this
Three Ways Iran War Could End And What It Means For Global Energy
In the wake of American and Israeli strikes against Iran on February 28th, Tehran reacted swiftly, attacking energy infrastructure, water desalination plants, and other soft targets across the Middle East as well as moving to close the Strait of Hormuz. Closure of the vital Strait has long been foreseen by security experts, including this author, who warned
Cuba’s Nationwide Blackouts Reveal Fragile Energy System
In March 2026, Cuba experienced nationwide blackouts affecting the island’s population of over 10,000,000 and bringing routine economic activity and essential services to a screeching halt. In many media narratives, this state of affairs is laid at the feet of the U.S. energy embargo on the island, often in the context of American policy towards Latin America.
How The Iran War Will Change Energy Markets And Oil Prices
The U.S.–Israeli strikes on Iran that began on February 28th quickly escalated tensions across the Persian Gulf, prompting a range of Iranian attacks against energy infrastructure throughout the region and the closure of the Strait of Hormuz. The Strait, a narrow water passage bordered on the north by Iran through which ships can transit from the Persian Gulf to
Where Else Can The World Get Energy After Iran’s Blockade Of Hormuz?
After U.S.-Israeli combat operations began against Iran on Saturday, February 28th, global energy prices surged as the Iranian Revolutionary Guard Corps announced that passage through the Strait of Hormuz was “not allowed.” This narrow body of water (the navigation channel is only two-miles wide) moves 20%-30% of the world’s supply of crude oil and liquified natural gas every day, including
Trump Confronts Venezuelan Oil Crisis As Iran Teeters
With acting President of Venezuela Delcy Rodrigues coming to Washington on Tuesday, January 13th, all eyes are on whether the Chavista regime can negotiate its way out of the crisis caused by the rendition of its leader, Nicolás Maduro, by the U.S. military on January 3rd. Read the full article here
Natural Gas Is No Mirage — It’s Triage
There is broad scientific consensus: man-made climate change is real, dangerous, and accelerating. Addressing it demands urgency and pragmatism. The viable resources available—natural gas, nuclear power, and renewables—must be deployed strategically. Triage, not idealism, must guide the response. In his Financial Times article, Stanford Professor Bård Harstad contends that natural gas, although cleaner than coal,