Category: Energy 100
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Diesel War: U.S. Pressures Europe
The Trump administration told Germany and France to draw down emergency diesel inventories to ease soaring prices, or face a possible U.S. diesel export ban, according to multiple sources cited by Reuters. A European source said Washington asked the EU to release about 120 million barrels of diesel over six months—roughly a third or more…
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Hormuz Is Losing Its Power
According to The Wall Street Journal, 80% of oil and gas traffic has returned through the Strait of Hormuz. There is an ongoing debate over whether this represents a win for the U.S. or a loss for Iran. What is your most up-to-date and in-depth assessment? Energy-100, Energy Chief: The latest evidence supports a narrower…
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Trump’s Venezuela Oil Deal
Trump announces the U.S. has entered into a sweeping oil agreement with Venezuela that he says gives America majority control of more than 65 billion barrels of Venezuelan oil reserves at no cost to taxpayers. What is your most up-to-date and in-depth assessment? Energy-100, Energy Chief: Yes. I would treat this as one of the most…
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Russia’s 24-Year Refining Low
Russian oil refining (crude processing/runs) fell in July 2026 to an estimated 3.6 million barrels per day, the lowest level since May 2002 (a 24-year low), according to EA Analytics data cited by Bloomberg. That figure was roughly one-third below the typical seasonal range of about 5.3–5.6 million barrels per day seen in July in…
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Kuwait’s $16 Billion Pipeline Deal
Kuwait Secures $16 Billion Pipeline Deal with Blackstone, Brookfield and KKR. What is your most up-to-date and in-depth assessment? Energy-100, Energy Chief: Kuwait’s $16 billion “Project Peregrine” is far more than a financial transaction. It is a strategic reconfiguration of how Gulf energy producers monetize infrastructure while preserving sovereign control. In my assessment, this is one of…