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Energy

Diesel's Double Squeeze: Why Heating Oil Is Cooling Off

Security conditions around the Strait of Hormuz have clearly worsened, and tanker traffic through the waterway has slowed as shipping lines exercise caution. Even so, markets are not pricing a full closure of the route as their central scenario. Investors instead expect energy flows …

Nitish Kishor | 10 July 2026

Europe's Gas Nerves: Why TTF Prices Swung Sharply This Week

A US official reaffirmed Washington's commitment to pursuing a diplomatic resolution with Tehran, helping ease concerns that the conflict could return to full-scale war and once again disrupt energy flows from the Persian Gulf. That reassurance was enough to unwind some, though not all, …

Nitish Kishor | 10 July 2026

Britain's Energy Jitters: Why UK Gas Prices Are Whipsawing

A US official reiterated that Washington remains committed to reaching a diplomatic solution with Tehran, a statement that helped calm fears of a renewed full-scale conflict capable of threatening energy supplies flowing out of the Persian Gulf. That message, while not resolving the underlying …

Nitish Kishor | 10 July 2026

Corn to Car Tanks: Why Ethanol Prices Keep Climbing

Over the past month alone, ethanol has risen nearly 2%, a smaller but consistent gain that suggests underlying demand has remained firm even as headline energy markets have been dominated by volatility in crude and natural gas tied to Middle East tensions. Ethanol's relative …

Nitish Kishor | 10 July 2026

Propane's Slide: Why Heating Fuel Prices Are Falling in Summer

The divergence largely comes down to seasonality. Propane demand in the Northern Hemisphere is heavily weighted toward the colder months, when the fuel is widely used for residential and commercial heating as well as agricultural crop drying. With summer underway across major consuming regions, …

Nitish Kishor | 10 July 2026

Why Crude Oil Is Holding Above $72 as Hormuz Traffic Stays Thin

Traders are effectively pricing two competing narratives at once. On one hand, the latest round of strikes has raised the risk premium embedded in benchmark prices, with vessel-tracking data confirming that shippers are routing tankers with unusual caution or delaying transits altogether. On the …

Nitish Kishor | 10 July 2026

Brent's Bumpy Rally: Why $76 Oil Isn't the Whole Story

Despite the latest escalation, officials from Washington and Tehran are said to be continuing technical-level discussions aimed at a longer-term settlement, a detail that has kept the market from pricing in a worst-case scenario. That combination — visible military action alongside quiet diplomacy — …

Nitish Kishor | 10 July 2026

South Korea, US and Japan Agree to Cooperate on Small Modular Reactor Deployment

The three‑nation agreement on small modular reactors (SMRs) is set to reshape the nuclear‑energy environment, prompting market participants to reassess exposure to utilities and specialized equipment providers. Analysts anticipate that coordinated policy and financing mechanisms will lift sentiment in the broader energy sector, especially …

Vinay Lochav | 09 July 2026

Venture Global (NYSE: VG) Reports Q2 LNG Revenue of 466.4 TBtu and $6.45 Liquefaction Fee

Venture Global, Inc. (NYSE: VG) released its second‑quarter operating metrics on July 8 2026, detailing LNG volumes and the fee structure applied to its liquefaction contracts. The data provide insight into the firm’s production mix ahead of its earnings release.

Vinay Lochav | 09 July 2026

Bloom Energy (NYSE: BE) Rejects Short-Seller Claims on Accounting, Supply Chain

Bloom Energy Corp (NYSE: BE) has pushed back against allegations in a recent report, defending its financial integrity and supply chain stability. The company’s response targets claims made in a July 2026 publication that questioned its accounting practices and material sourcing.

Vinay Lochav | 09 July 2026
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