Venezuela’s Hidden Mineral Could Give America A Strategic Advantage
Venezuela’s hidden vanadium reserves could help Trump strengthen U.S. defense supply chains, boost energy storage and reduce foreign dependence.
Investing In Adversaries: Lessons From China, For Russia
For decades, investment in Russia has been problematic, but profitable. As Russo-American relations wax and wane, investors need to beware of jumping back in too early.
Anthropic is burning gas to feed the AI boom
As it prepares to go public, Anthropic’s S-1 filing makes generative AI’s methane dependency glaringly obvious. “Competition for access to electrical supply and data center locations with adequate power availability…
Making Sense Of President Trump Deals To Lower Diesel Prices In U.S.
President Trump’s diesel deal appears to be too little too late, and a little too contentious, to reduce the price of diesel in the U.S.
Qatar Buys U.S. LNG Amid An 11-To-1 Price Gap
The world’s 2nd biggest LNG exporter is securing a hedge into U.S. markets to satisfy contract obligations in Asia and Europe.
Turkey Courts Gulf Oil Weeks Before Hosting The World's Climate Talks
Weeks before hosting COP31, Turkey is pitching itself as the key route for Gulf oil and gas. Its climate face and its fossil fuel strategy don’t match.
The U.S. Grid Counts On Canadian Power. Canada Is Eyeing Other Options
Canada plans power lines linking its own provinces after a century of sending electricity south. For parts of the U.S., that could mean a less reliable grid.
The Next Risk For U.S. LNG Is Demand, Not Supply
U.S. LNG export capacity is surging, but the next challenge may be whether global demand can grow fast enough to keep new terminals fully utilized.
How The Rise Of Automation And AI Is Driving Tech Bros To Energy Shows
As automation and AI reshape the energy industry, its most sought after spaces for networking are seeing the rise of a relatively new group of attendees – the tech bros.
Before An AI Agent Answers: SereneDB And The 20-Million-Request Problem
An enterprise agent can fail or run up an unbudgeted bill before the language model writes a word. Berlin startup SereneDB is betting that fusing search and analytics can tame…
Brazil’s Rare Earth Boom Faces A Billion-Dollar Question
A Flávio Bolsonaro victory in Brazil would be a lot more than icing on the rare-earth clay cake. The mining world is watching Brazil’s moves closely