For farmers in the United States, concerns about too much clean energy production are quickly transforming into concerns about too little energy to go around. For years, rural America has been pushing back against the spread of utility-scale solar and wind farms competing for agricultural land. Now, they have a new sector to worry about as massive data center developments look to set up shop across the country, competing for land, energy, and water resources. AI integration is becoming ubiquitous, with virtually no market sector untouched by its…

The US is the world’s largest exporter of LNG. And efforts are apace to further increase that export capacity. As the US exports LNG at an increasing rate, this implies good news and bad news. The good news is that gas producers and owners of gas liquefaction facilities will likely enjoy higher profitability in the years ahead. The bad news is that US residential and industrial consumers will be paying those higher prices for gas while also experiencing increased price volatility. Why? Because where or how commodity prices are set makes a…

Israel is expected to approve its $35 billion gas export with Egypt, worth an estimated $35 billion, amid pressure from the Trump administration. Under the deal, Israel will export 130 billion cubic meters of natural gas from the Leviathan gas field to Egypt with partners Chevron Corp. (NYSE:CVX), NewMed Energy (OTCPK:DKDRF)(TASE: NWMD) and Ratio Petroleum Energy (TASE: RTPT) guaranteeing a set price for the domestic economy. Previously, Egyptian Prime Minister Mostafa Madbouly announced that the supply agreement was extended until 2040. However,…

Trade is expected to stabilise over 2026 but global uncertainty may potentially impact economies by up to two per cent of their GDP, an International Monetary Fund (IMF) director has warned. Jihad Azour, who oversees the MENA, North Africa, Central Asia, and the Caucasus Region, said 2025 was a year “of two cities,” with shocks and incentives. Speaking at Abu Dhabi Finance Week, Azour said: “It was a year of shocks, but also a year of incentives, a year of uncertainty, and also a year of bullishness in terms of investment.”…

New York-based investment bank Xtellus Partners has proposed that proceeds from the sale of Lukoil's foreign assets be used to compensate American investors who lost money after their Lukoil stock holdings were frozen following Russia’s war in Ukraine. Leading U.S. asset managers such as Goldman Sachs, Blackrock and JP Morgan lost billions of dollars through writing off their Lukoil stocks holdings following Russia’s invasion of Ukraine in 2022. Xtellus has proposed a cashless sale back to Lukoil securities held by U.S. investors in…

New York-based investment bank Xtellus Partners has proposed that proceeds from the sale of Lukoil's foreign assets be used to compensate American investors who lost money after their Lukoil stock holdings were frozen following Russia’s war in Ukraine. Leading U.S. asset managers such as Goldman Sachs, Blackrock and JP Morgan lost billions of dollars through writing off their Lukoil stocks holdings following Russia’s invasion of Ukraine in 2022. Xtellus has proposed a cashless sale back to Lukoil securities held by U.S. investors in…

Central Asian states are cultivating growing connections to Pakistan, as decades of suspicion and hostility give way to a mutual desire to expand trade and strengthen regional security. A trip by Kyrgyzstan’s president, Sadyr Japarov, to Islamabad on December 3-4 highlights the rapid expansion of engagement. The visit, the first such visit by a Kyrgyz leader in over two decades, yielded a variety of agreements covering such areas as trade, education, tourism, energy, and agriculture.   A business forum held in conjunction with…

China has accelerated purchases of Saudi crude oil for January to the highest volumes in five months, after the world’s top crude exporter slashed its official selling prices for Asia to the lowest premium over benchmarks in five years. Chinese refiners have nominated almost 50 million barrels in total of Saudi crude volumes for January loading, anonymous traders with knowledge of the purchases told Bloomberg on Tuesday. The nominations for January are about 10 million barrels higher compared to the December volumes and the highest level…

Qatar's Energy Minister Al-Kaabi has told a forum in Doha that insufficient investment in energy infrastructure, coupled with surging demand driven by the artificial intelligence (AI) boom will lead to a global LNG and natural gas shortage after 2035. The energy minister has projected that global LNG demand will surge to 700 million tons per year over the next decade, from 400 million tons currently, noting that oil prices remain below the $70-80 per barrel range required to finance the necessary infrastructure investments. "In every country we…

The collapse of longtime Syrian President Bashar al-Assad last year was felt across the Middle East, and nowhere more than in Iran, his closest ally. Assad’s fall was a major blow to Iran, which had used Syria to expand its regional influence and funnel weapons to armed groups fighting Israel, Tehran’s archrival. One year on from Assad’s overthrow on December 8, 2024, Iran is still grappling with the consequences of its strategic defeat in Syria. The Islamic Republic has attempted to rebuild its influence in Syria, but experts…

India has added as much as 7.2 gigawatts (GW) of coal-fired power capacity in the current fiscal year ending March 2026, which is about 60% above the previous fiscal year’s capacity expansion with four months to go, government data showed on Tuesday.   The newly-commissioned capacity in the 2025/2026 fiscal year so far has hit the highest in a decade as India looks to bolster its energy security with flexible baseload power capacity, according to the data shared in Parliament by India’s Deputy Power Minister Shripad Naik and…

India has added as much as 7.2 gigawatts (GW) of coal-fired power capacity in the current fiscal year ending March 2026, which is about 60% above the previous fiscal year’s capacity expansion with four months to go, government data showed on Tuesday.   The newly-commissioned capacity in the 2025/2026 fiscal year so far has hit the highest in a decade as India looks to bolster its energy security with flexible baseload power capacity, according to the data shared in Parliament by India’s Deputy Power Minister Shripad Naik and…

India has added as much as 7.2 gigawatts (GW) of coal-fired power capacity in the current fiscal year ending March 2026, which is about 60% above the previous fiscal year’s capacity expansion with four months to go, government data showed on Tuesday.   The newly-commissioned capacity in the 2025/2026 fiscal year so far has hit the highest in a decade as India looks to bolster its energy security with flexible baseload power capacity, according to the data shared in Parliament by India’s Deputy Power Minister Shripad Naik and…

India has added as much as 7.2 gigawatts (GW) of coal-fired power capacity in the current fiscal year ending March 2026, which is about 60% above the previous fiscal year’s capacity expansion with four months to go, government data showed on Tuesday.   The newly-commissioned capacity in the 2025/2026 fiscal year so far has hit the highest in a decade as India looks to bolster its energy security with flexible baseload power capacity, according to the data shared in Parliament by India’s Deputy Power Minister Shripad Naik and…

  Is Now the Right Time to Finally Go Short on Oil Futures? - Behind the façade of calm oil markets, a gradual build-up in speculative positions could be undermining future prices of Brent or WTI as both benchmarks remain on their longest runs below their 100-day moving average in more than a year.- Open interest held in ICE Brent is now the highest in history – 5.5 million contracts as of this week – however investors hold more Dec 2026 contracts than any other month except for the prompt two, February and March, suggesting…

A cargo of crude oil from sanctioned Russian giant Rosneft has made an 11-week-long meandering trip around Europe and Asia in search of buyers and although it has anchored off a sanctioned Chinese import port, it’s not certain it has reached its final destination yet. The Fortis tanker with about 700,000 barrels of now sanctioned Russian oil dropped anchor near the Chinese port of Rizhao on the east coast on Tuesday, tanker-tracking data compiled by Bloomberg showed. The Fortis did not make the entire trip from Russia’s western port…

REAlloys, which is in the process of merging with Blackboxstocks Inc. (NASDAQ: BLBX), has moved to the front of the rare earth sector with a new agreement that gives it control over the lion’s share of North America’s upcoming heavy rare earth production. Its partnership with the Saskatchewan Research Council (SRC) brings commercial volumes of dysprosium, terbium, and high-purity NdPr into the region for the first time, directly targeting the largest bottleneck in Western magnet manufacturing. Reuters described the transaction as a…

The U.S. solar market saw a significant jump in capacity installations in the third quarter as developers ramp up activity and construction to qualify for the last investment tax credits that are being phased out by the Trump Administration. The industry added 11.7 gigawatts direct current (GWdc) of solar power capacity in the third quarter of 2025, up by 20% from a year earlier and a massive 49% surge compared to the second quarter. That was the third-largest quarter for deployment in the industry’s history, the Solar Energy Industries Association…

Oil prices are set to average below $60 per barrel next year, investment banks have said in their latest forecasts in recent weeks.  In 2026, both Brent Crude and WTI Crude are expected to slip from current levels of $63 per barrel and $60 a barrel, respectively, as the emerging oversupply will overwhelm the market, analysts say.  Geopolitical factors will certainly play into the price of oil next year, and these will be centered on Venezuela, Russia, and Iran.  Despite the many geopolitical uncertainties, the U.S. Energy Information…

Iraq’s Oil Ministry has revealed that it has sent out exclusive invitations to several major U.S. energy firms to develop the country’s huge West Qurna 2 oilfield following the withdrawal of Russian oil number two Lukoil after Washington ratcheted up sanctions on Moscow. “It’s a huge turnaround in the trajectory it [Iraq] had been headed with Russia and China, marking a massive win for us [the U.S.] and Europe,” a senior legal source who works closely with the U.S. Treasury Department exclusively told OilPrice.com…