Feb 24, 2026
U.S. LNG Exports Have Changed Global Energy Markets
LNG supply created its own demand—U.S. LNG exports have increased from zero to 15 billion cubic feet per day in ten years.
Feb 20, 2026
Why Oil Markets Are Worried About Trump Attacking Iran
Why Iran Is Different Than Venezuela—the potential impact on the price of oil if the U.S. attacks Iran
Dec 29, 2025
Red States Sue BlackRock, State Street And Vanguard Over Coal Prices
Red states allege that BlackRock, State Street, and Vanguard broke antitrust laws to reduce coal mining to drive up the price of coal.
Dec 11, 2025
Tariffs Drive New U.S. Solar Panel Production—Will Texas Miss Out?
Solar panel manufacturers locate in Texas as 50% tariffs on imported solar cells spur new U.S. solar manufacturing plants. Texas investigates ties to China.
Sep 12, 2025
Scarcity Pricing Is Driving Up Electricity Prices In PJM
Electricity markets that reward scarcity will see more scarcity instead of the growth needed to meet growing electricity demand.