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News
Rotterdam Opens First Large-Scale Hydrogen Import Terminal

The ammonia-cracking facility can supply a tenth of Dutch industrial hydrogen demand, with expansion already sanctioned.

Jul 23, 2026 · Staff
Post
Sanctions Fatigue and the Workaround Economy

Every sanctions regime trains its targets. The longer one runs, the better the evasion infrastructure it leaves behind.

Jul 17, 2026 · L. Meyer
Originally on Geofinance
Post
The LNG Swing Supplier Problem

Gas markets now clear through a handful of flexible cargoes — and whoever controls them holds quiet leverage over three continents.

Jul 15, 2026 · P. Nordvik
News
Ras Tanura Terminal Expansion Adds Export Headroom

Upgraded loading berths lift nameplate export capacity at the world's largest oil terminal by nearly a million barrels per day.

Jul 12, 2026 · Staff
News
Sakhalin LNG Cargoes Pivot Further East

Shipping data shows the project's output almost entirely absorbed by North Asian buyers under new term deals.

Jul 04, 2026 · Staff
Post
Nuclear Renaissance, Meet Construction Reality

Order books are full, timelines are not. The gap between announced gigawatts and poured concrete is the story.

Jul 03, 2026 · P. Nordvik
News
US Gulf Coast LNG Exports Set Monthly Record

Corpus Christi and Sabine Pass drove record volumes as new trains reached full output ahead of schedule.

Jun 25, 2026 · Staff
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The Grid Is the Battlefield Nobody Budgets For

Interconnectors, transformers and control systems have become strategic assets — priced, targeted and defended like them.

Jun 20, 2026 · P. Nordvik
News
Olkiluoto 3 Posts Record Quarterly Output

Europe's largest reactor ran at near-full availability, covering a third of Finnish electricity demand over the quarter.

Jun 16, 2026 · Staff
Post
Oil's Spare Capacity Illusion

Markets price barrels held in reserve as if they were guaranteed. History suggests treating them as a policy, not a fact.

Jun 12, 2026 · P. Nordvik
News
Millions will go hungry if the Strait of Hormuz stays closed

Expensive fuel and fertiliser will lead to smaller harvests and higher prices

Apr 16, 2026 · Staff
Originally on Wedgetail