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Energy transition or energy addition? What the latest data shows
Energy transition is still trading like energy addition. The latest source cluster puts the question on the tape…
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Energy Markets
Real-time market dynamics, supply-demand imbalances, and price action shaping this sector.
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India to require 500,000 tonnes of additional copper refining capacity every five years: ICA India
India's commodity processing math shifts on two fronts. ICA India assessment: 500,000-tonne copper refining capacity…
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PTT PCL shares and strategy update amid global energy shifts
PTT PCL is back on the tape as a strategy story, not a clean price signal. AD HOC NEWS frames Thailand’s state-backed…
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Modi Says India Will Keep Expanding Oil Refining Capacity
India's refining buildout stays on track. PM Modi confirmed continued oil refining capacity expansion, per Bloomberg…
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Shell plc overview and strategic position in global energy markets
SHEL trades as a composite derivative on global energy flows. ISIN GB00BP6MXD84, primary listing London, secondary…
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Oil prices rise as US, Iranian strikes threaten Strait of Hormuz reopening
Brent August at $73.21/bbl as of 03:30 GMT Monday, +0.9% on the session, +$1.27 versus the February 28 pre-war…
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US-Iran Strait of Hormuz Oil Prices: The 2026 Conflict Explained
Brent front-month printed $72.49 on July 3, per IRU. Term structure inverted against pre-conflict geometry. August…
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Europe's Energy Transition Stalls as Heat Wave Exposes the Cost of Inaction
Heat became the price signal. London Climate Action Week ran into an intense heat wave, with some events cancelled…
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Five charts that explain the energy world right now
Reuters published five charts charting the energy world mid-2026. Direct input for positioning desks running crude…
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Platts Energy Transition Highlights
anchor the cluster. Three signals stack on the rotation theme. Integrated oil allocation. Mining pivot. Infrastructure…
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ConocoPhillips focuses on long-term energy strategy as global demand evolves
ConocoPhillips is being framed again as a long-cycle upstream exposure, not a short-cycle production-growth trade. The…
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US crude oil futures plunge 3.7% to $69.23 as Iran peace deal reshapes energy markets
WTI front-month settled at $69.23, down $2.69 or 3.74% from the prior $71.92 close. The single-session move compressed…
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Chevron operations and strategy, global energy major in Wednesday focus
Chevron re-enters the Wednesday focus on operations and strategy. Stacked adjacent: an interim Hormuz reopening on…
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Silver Declines as Middle East Energy Tensions and Fed Policy Uncertainty Weigh on Sentiment
Silver is trading the weak leg of the precious-metals complex, according to reports carried by CryptoRank and MEXC. The…
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U.S. refining capacity decreased during 2025
Operable U.S. atmospheric distillation capacity printed 18.2 million b/cd on January 1, 2026, per the EIA Refinery…
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Natural Gas Futures Decline on NYMEX
NYMEX gas lost the bid at the front of the strip. August 2026 natural gas futures fell 0.44% to $3.17 per MMBtu…
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Europe's Geopolitical Energy Premium
Brent below $73. Tankers through Hormuz. The tape reads calm. The math does not.
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Government has secured £100 billion of clean energy investment
UK private clean energy capex announcements cleared £100B since the current government took office, per GOV.UK…
Energy Markets
Hedge WTI Oil Trading Risks Using Micro Futures
WTI risk usually enters a book in blocks larger than the book needs. One standard CL contract carries 1,000 barrels. At $80 WTI, that is $80,000 notional…
