Energy radar

Energy Radar brings together the signals, data points and developments shaping energy markets right now. A fast, focused view of what’s moving, where pressure is building and what deserves your attention.

Energy radar

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The price of a tonne of lithium carbonate futures in China on Monday, roughly half their May peak.

Oct 15, 2026

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1 min read

Energy radar

If you only read one thing this week

GB BESS buildout Q3 2026: record quarter takes fleet to 8.5 GW – Modo Energy

Oct 15, 2026

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1 min read

Energy radar

This week in energy

More attacks in Hormuz, a new Saudi workaround, a plan to put sanctioned tankers back to work, and onshore stocks at their lowest since at least 2016.

Oct 15, 2026

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3 min read

Energy radar

If you only read one thing this week

The Diesel Weapon – Ed Conway

Oct 8, 2026

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1 min read

Energy radar

This week in energy

Brent climbed back towards $104 as Washington weighed renewed military action in Iran, the Houthis struck deeper into Saudi Arabia and a hurricane approached the US Gulf. The diesel export ban has quietly gone away, OPEC+ stood pat, and Google found a quicker route to new nuclear power: get more from the reactors America already has. Five signals from the week.

Oct 8, 2026

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3 min read

Energy radar

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What eight independent US refiners are expected to earn in the six months since the war began – almost five times the same period last year.

Oct 8, 2026

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1 min read

Energy radar

This week in energy

Middle East crude exports are close to pre-war levels again and Brent is trading just below $100. But diesel remains squeezed, Europe enters winter with thin gas storage and less nuclear power, and OPEC+ is setting quotas its Gulf members still can’t meet. Five signals from the week.

Oct 2, 2026

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3 min read

Energy radar

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The fall in the world’s observed oil stocks since the war began.

Oct 2, 2026

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1 min read

Energy radar

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"The electro-fortification of Britain" – Ember

Sep 24, 2026

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1 min read

Energy radar

This week in energy

A reported US diesel export ban rattled fuel markets before the White House denied it. Brent climbed back above $100, Brussels is reconsidering the storage rules it built after 2022, and the IEA has cut 3.4 million barrels a day from its 2026 demand outlook. Five signals from the week.

Sep 24, 2026

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3 min read

Energy radar

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The share of global seaborne sulphur exports supplied by the Middle East before the war, much of it through the Strait of Hormuz.

Sep 24, 2026

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1 min read

Shipping

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That’s what a benchmark supertanker voyage from the Gulf to China now equates to in daily earnings. A year ago it was under $100,000.

Sep 17, 2026

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1 min read

Energy radar

If you only read one thing this week

"New fertiliser exporters blunt food crisis fears" – The Financial Times

Sep 17, 2026

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1 min read

Energy radar

This week in energy

Saudi Arabia is trying to bypass its wrecked pumping station and restore half the East-West pipeline, while oil has come off its highs. Elsewhere: Hormuz is down to a handful of ships a day, Russian refineries are burning and Europe is heading into winter short of both gas and hydro. Five signals from the week.

Sep 17, 2026

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2 min read

Energy radar

This week in energy

A month of relative calm ended this week with fresh US strikes on Iran, missiles fired back and energy prices jumping before Washington tried to talk them down. Five signals from the week.

Sep 3, 2026

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2 min read

Energy radar

If you only read one thing this week

A useful way to step back from this winter’s squeeze and look at where Europe’s gas dependence is heading.

Sep 3, 2026

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1 min read

Energy radar

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That’s how many LNG cargoes Qatar exported in the first six months of the war. Over the same period last year, it shipped 509.

Sep 3, 2026

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1 min read

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If you only read one thing this week

“Factcheck: How nuclear, gas, wind and solar power are affected during heatwaves” – Carbon Brief

Aug 20, 2026

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1 min read

Copper

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That’s the underlying EBITDA BHP made from copper last year – the first time in its history that copper has overtaken iron ore.

Aug 20, 2026

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1 min read

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If you only read one thing this week

“The Global Oil Cushion Isn’t Really Hitting ‘Tank Bottoms’” – Javier Blas, Bloomberg Opinion

Aug 6, 2026

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1 min read

Energy radar

This week in energy

That is the going daily rate for an oil tanker in the Black Sea – roughly 50% more than a week earlier. The Strait of Hormuz still owns the headlines, but some of the week’s most revealing moves were happening elsewhere: in Black Sea freight, in Europe’s record-low gas stores and in a fight over who gets Australia’s gas.

Aug 6, 2026

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3 min read

Redundancy premium

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That is the combined reported net income of five Western oil majors – BP, Chevron, ExxonMobil, Shell and TotalEnergies – in the second quarter of 2026.

Aug 6, 2026

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1 min read

Hormuz bypass

If you only read one thing this week

“Saudi Arabia considers expansion of oil pipeline to Red Sea” – Reuters

Jul 30, 2026

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1 min read

Energy radar

This week in energy

The Middle East conflict crossed the 150-day mark this week – and widened again. US and Saudi aircraft struck Iran-aligned forces in Iraq. Saudi Arabia stopped routing new Red Sea crude cargoes south through Bab el-Mandeb. The Caspian Pipeline Consortium reopened its Black Sea terminal, only to suspend loadings again three days later. QatarEnergy bought US LNG to cover deliveries disrupted by Hormuz, while coal fell below half of China’s electricity mix for the first time. Five developments worth watching.

Jul 30, 2026

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2 min read

Redundancy premium

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That is the number of alternative routes available for Qatari and Emirati LNG bound beyond the Gulf if the Strait of Hormuz is blocked.

Jul 30, 2026

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1 min read

Energy radar

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If you only read one thing this week

This week in energy

If you only read one thing this week

This week in energy

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This week in energy

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If you only read one thing this week

This week in energy

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If you only read one thing this week

This week in energy

This week in energy

If you only read one thing this week

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If you only read one thing this week

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If you only read one thing this week

This week in energy

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If you only read one thing this week

This week in energy

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Global Energy Dynamics