Tag Archives: Energy

The Coming Copper Crunch

The price of copper surged over 40% in 2025 and continued to hit record highs in 2026, reflecting strong demand and highlighting the impact of supply constraints. Essential since the Bronze Age, copper has remained crucial to the global economy. Copper’s desirability and ubiquity stems from its thermal and electrical conductivity, malleability, and corrosion resistance, making it difficult to

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Energy After Peace In Ukraine

Russia—the petrostate that spent a decade trying to weaponize natural gas against Europe—is now rationing fuel at home as shortages spread across the country. The Crimea has declared a state of emergency, and other occupied Ukrainian territories are struggling to secure adequate supplies as civilians continue to flee the deteriorating conditions. Ukraine’s sustained drone and missile campaign against Russian

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Alliances Duel To Reshape Middle Eastern Energy

As the fighting in the Persian Gulf expands, competition between major region-adjacent powers, including Turkey and Pakistan, is plain to see. While Iran is attacking the U.S., Israel, Kuwait, the UAE, and other Gulf states, the Sunni bloc led by Turkey and Pakistan, with Saudi Arabia and Qatar as its members, is bobbing and weaving.

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NIMBY Is Choking America’s Nuclear Revival

The 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

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Can Plutonium Shift From Cold War Weapon To Energy Asset?

As AI drives rising energy demand, the Trump Administration is exploring an unconventional energy source: surplus nuclear-weapons-grade plutonium from the Cold War. In May 2026, the Department of Energy, under its Surplus Plutonium Utilization Program, selected five companies—Oklo, Flibe Energy, Exodys Energy, SHINE Technologies, and Standard Nuclear— to examine whether the excess plutonium can be converted

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Bitter Harvest: How The Iran Crisis Is Altering Fertilizer Markets

Warfare in the Persian Gulf is hitting markets well beyond oil and gas. Disruptions near the southern Iranian coastal city of Bandar Abbas and the near-blockade of the Strait of Hormuz — through which roughly one-third of globally traded fertilizer moves — are forcing buyers to rethink sourcing strategies that had been established for decades. Fertilizer prices

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The Struggle To Redraw Eurasia’s Energy Map

Russian missiles continue pounding Ukraine’s energy infrastructure despite President Vladimir Putin’s unilateral declaration of a ceasefire on May 9th. Earlier, Russian Deputy ‌Prime Minister Alexander Novak announced the suspension of Kazakh crude oil supplies via the Druzhba pipeline to Germany starting May 1st. This pipeline, which became operational in the 1960s, runs from Tatarstan, Russia, and branches through Belarus

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Trump’s Clean Energy Dilemma

Since U.S. President Donald Trump took office in 2025, he has launched a full-scale attack on renewable energy, repeating the “climate hoax” accusation many times. The attacks on wind turbines became particularly loud. However, what this really means is not the end of clean energy, but new winners and losers in Trump’s energy economy, with

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Japan’s 2026 Elections Redefine The Country’s Energy Landscape

Japan’s 2026 election results signal a major energy shift for the country. Sanae Takaichi of the Liberal Democratic Party (LDP) reclaimed her position as Prime Minister of Japan, winning by a landslide during the snap general election. She effectively gave her party control of the lower house with a two-thirds supermajority without any coalition obligations.

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