Oil’s Big Reset: Hormuz, China Demand and the Future of OPEC Spare Capacity

PREVIEW: Oil’s Big Reset: Hormuz, China Demand and the Future of OPEC Spare Capacity

Oil’s War Premium Has Vanished. Now Comes the Oversupply Test for 2027

Oil Wins the Vote, Solar Wins the Tape; Grids, Gas & AI Rewire Energy Markets

Hormuz Scheduled to Reopen, Oil Drops: Is the Energy Crisis Over?

OPEC+ Seen Weaker, Not Broken; $81-$100 Oil Expected: BI Energy Exchange

Oil Holds Steady After Iran Signals End to Attacks on Israel

Peak Hormuz: Market Adjusts to Disruption with Higher For Longer Oil Prices In Play

Data Centers, Gas Turbines and Batteries: Powering the AI Boom at Scale

Blockades and Broken Flows: CSIS's Clay Seigle Joins BI to Map out Iran Risks and $100 Oil

Trump, Xi, and $100 Oil: Inflation, the Hormuz Shock, and the China Talks

Oil Rises With US-Iran War Negotiations at Impasse; UAE Will Double Oil Pipeline Export Capacity

Iran’s Blockade & The $150 Oil Tail Risk; Supply Shock Meets Europe’s Storage Gap

Chokepoint Chemistry: Iran’s Molecule Squeeze and the US Gas Edge

Oil Enters New Phase With Higher Price Floor, Wide Dispersion

Oil Rises As US-Iran Standoff Threatens Prolonged Supply Shock

Crude Calculus: Rory Johnston Joins BI to Analyze the Iran War’s Impact on Oil Balances

From Tehran to TTF: Iran’s LNG Shock, Europe’s Winter Squeeze and Solar’s Opening

Iran’s Oil Shock Isn’t Over; Hormuz Delays, Product Pain and the Real Tightness Beneath Brent

Oil’s New Flashpoint: Paul Sankey Joins BI to Map Iran's Crude, LNG and Tanker Fallout

Food, Fuel and a New Oil Shock: BI Energy Exchange Live From Bloomberg’s Kansas City Summit

Kharg Island, Hormuz and the New Global Energy Risk Premium Explained

Oil at $70 or $150? ... It Depends on What Happens in the Strait of Hormuz

Crude, Conflict & Contagion: Eurasia Group's Gregory Brew Joins BI to Map the Next Oil Shock

Iran Conflict: US E&P Capital Discipline and Hedging vs. Canada’s LNG Windfall

Iran Conflict Scenarios $60 vs $100 Brent; Hormuz LNG Risks and More -- BI Energy Exchange

Brent Crude to Orbital AI: How Rapid Technology Growth is Reimagining Energy

Geopolitical Wild Cards Iran Uncertainty vs US Shale Discipline and Soft Asian Demand

Gas Demand Erodes in the UK; Solar Earnings Firm; Wind’s Split Recovery

Iran’s Asymmetric Oil Risk | OPEC+ Defensive Stance | Steel’s 2026 Demand Inflection Takes Shape

Winter Storm Fern Spikes Gas: Is $6 Sustainable or a Prelude to a $2 Price Cure?

Clean Tech in 2026: AI Power Demand, Policy Turmoil and the Next Phase of Growth

AI’s Global Utility Lift; Oklo-Meta’s 1.2 GW Nuclear Pact; EPS Quality vs. Volatility

Venezuela’s 303 Billion-Barrel Reserve & The New Global Heavy-Oil Map

Gas Supply Wave Meets Weak Demand; Europe’s Grid Supercycle; Solar’s AI Lift

Winter’s $5 Henry Hub Band; North Sea Sunset; AI Power Boom Rewires Gas Demand

Powering AI: GE & Siemens Energy’s Gas Boom; Vestas & The Wind Turnaround

RFS Crossroads Delek’s SRE Windfall, RIN Volatility and DC’s HalloThankMas Policy Crunch

IEA's World Energy Outlook | OPEC+ Pause Flags Surplus Risk | AI Demand Rewires Gas Balance

EU Utilities Hunt for EPS Stability; Solar's 3Q Reckoning; Wind Orders Surge; Scatec’s EM Growth

3Q Earnings Check-In | Europe’s AI Loads Nudge Gas | TechnipFMC's Margin Upside | LatAm Grids Harden

Commodity Crosscurrents: Oil’s Downtrend vs. Copper’s $10k Test vs. Record Gold

AI's Gas Binge Meets Winter's Chill: Charting a Path Toward $5 Henry Hub and Beyond

AI Boom Set to Boost US Gas Use for Power Up to 14% by 2030

Nuclear’s Comeback for Data Centers; Can the AI Race Spark $350 Billion Build Cycle?

PREVIEW: Nuclear’s Comeback for Data Centers; Can the AI Race Spark $350 Billion Build Cycle?

BI Survey: A Sub-$70 Oil Path? Is AI's Future Gas & Solar? Can OPEC+ Hold?

PREVIEW: BI Survey: A Sub-$70 Oil Path? Is AI's Future Gas & Solar? Can OPEC+ Hold?

Nuclear's AI Lifeline: SMRs' Long Road vs. Old Plants' Revival; Offshore Wind Peril

PREVIEW: Nuclear's AI Lifeline: SMRs' Long Road vs. Old Plants' Revival; Offshore Wind Peril

Pipelines, Permits, and AI Power Demand: Where US Natural Gas Goes Next: BI Energy Exchange

Mideast AI Supercycle Fuels Gas & Solar; US Wind Stalls; OPEC+ Eyes $60 Brent

PREVIEW: Mideast AI Supercycle Fuels Gas & Solar; US Wind Stalls; OPEC+ Eyes $60 Brent

Energy & Transport Crosscurrents: Oil in $50s? Rail Moderates? Tankers Soften?

Tariffs, Sanctions & Supply Chains; Brent's $50 Trajectory as USA Seeks to Curb Russian Crude Flows

PREVIEW: Tariffs, Sanctions & Supply Chains; Brent's $60 Trajectory as USA Seeks to Curb Russian Oil

Minerals, Turbines, and Teraflops: $600B Royalties; 2026 Wind Rush; AI Favors RE+Gas

PREVIEW: Minerals, Turbines, and Teraflops: $600B Royalties; 2026 Wind Rush; AI Favors RE+Gas

Orsted’s $10B Lifeline; Tariffs, FEOC Rules, and AI Shift US Power Markets

Mid-60s Oil as OPEC+ Adds Barrels; €35 Gas; Tech-Backed Nuclear; First Solar in Focus