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$10.1bn of Financing Moves Energy Policy Into Capital Structure, but 3.7GW Is Not Delivered Capacity
Energy & Strategic Resources Weekly | Issue 009
2026.10.30
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$10.1bn of Financing Moves Energy Policy Into Capital Structure, but 3.7GW Is Not Delivered Capacity
Energy & Strategic Resources Weekly | Issue 009
DPA Funding Reaches Pipelines and Refining, but Awards Are Not Deliverable Capacity
Energy & Strategic Resources Weekly | Issue 008
Lithium Offtake Starts to Finance Projects, but Seven Gates Still Separate a $2 Billion Headline From Free Cash Flow
Energy & Strategic Resources Weekly | Issue 007
An $81 Million U.S.–Japan VLCC Voyage Moves the Shipping Shock Into Fuel and Food Inflation
Critical Event Update | Global Tanker Freight × Landed Cost × Inflation
Two Commercial Ships Sink Near Hormuz as a Proposed Shadow-Fleet Waiver Offers Only Marginal Capacity Relief
Critical Event Update | Vessel Losses × Freight and Insurance × Sanctions Response
Saudi Aramco Administrative Building Attacked as Physical Infrastructure Damage Is Confirmed but Supply Loss Is Not
Critical Event Update | Saudi Aramco × Infrastructure Security × Supply Evidence Boundary
U.S.-to-Asia VLCC Freight Hits $80 Million as Logistics Shut the Crude-Arbitrage Window
Critical Event Update | $80m Voyage × $40 per Barrel Freight × U.S.-Asia Arbitrage Closed
Asia Turns the Hormuz Shock Into Oil-Stockpile, Regional-Grid and Renewable Infrastructure
Critical Event Update | Nine-Nation Stockpile Cooperation × Faster Regional Grid × 2030 Renewable Targets
Hormuz Transits Fall to a Two-Month Low as Security Risk Reaches Measurable Physical Flows
Critical Event Update | Transit Low × 27% Oil-Flow Drop × Alternative-Route Buffer
Aramco Sees a Two-Year Oil-Inventory Rebuild as the G7 Release's Incremental Supply Remains Unclear
Critical Event Update | Inventory Rebuild × Emergency Reserves × Middle Distillates
Saudi Crude Discounts Asia While Raising Europe Prices, Showing Freight Risk Is Reshaping Delivered Costs
Critical Event Update | Saudi OSPs × Freight and War Risk × Regional Refining Costs
OPEC+ Holds Output Steady as Hormuz Stays Restricted, Shifting the Constraint From Quotas to Physical Flows
Critical Event Update | OPEC+ Policy × Hormuz Physical Flows
AI Power Enters the “Who Pays, Who Delivers” Phase
Energy & Strategic Resources Weekly | Issue 005
China Suspends October Fuel Exports, Adding a New Constraint to Diesel and Jet Fuel
Critical Event Update | Product Exports × Middle Distillates × Inflation
Middle East Oil Exports Reach a Post-War High as Physical Supply Resilience Improves
Critical Event Update | Hormuz Physical Flows × Energy Risk Premium
Trump Publicly Rejects Iran's Seven-Day Plan, Narrowing the Near-Term Path to Reopen Hormuz
Critical Event Update | US-Iran Talks × Hormuz Shipping
Iran Holds to All Conditions and Rejects Nuclear Concessions, Lowering the Odds of a Near-Term Hormuz Reopening
Critical Event Update | Hormuz Negotiations × Energy Risk Premium
Global Gas Tightness May Persist Through Next Summer, Pulling the Energy Shock Into Europe’s Rate Path
Critical Event Update | LNG Supply × Inflation and Rates
Saudi East-West Pipeline Restarts, Reducing Crude-Outage Risk While Full Capacity May Take Weeks
Critical Event Update | Energy-Route Recovery × Execution Risk
Moscow Refinery Halts Processing, Turning Russian Fuel Risk Into a Confirmed Physical Disruption
Critical Event Update | Russian Refining × Global Diesel Supply
Global Diesel Shortage May Persist Into 2027, Turning Energy Stress Into a Macro Problem
Critical Event Update | Middle Distillates × Macro Inflation
Saudi Crude Exports Recover, Yet Europe Still Faces a Jet-Fuel Shortfall
Critical Event Update | Crude-Routing Resilience × European Product Shortage
Moscow Refinery Hit by Drones, Challenging the Energy-Infrastructure Truce Signal
Critical Event Update | Russia-Ukraine Energy Infrastructure × Fuel Supply
Oil Breaks $100 While AI Power Enters a Long-Term Contract Cycle
Energy & Strategic Resources Weekly | Issue 004
The Hormuz Alternative Route Was Hit Too: Oil Enters a Physical-Supply-Risk Phase
Energy & Strategic Resources | Special Update | Physical Supply Shock
Google Signs a 22-Year Nuclear PPA: AI Companies Begin Financing Power Assets
AI Infrastructure × Energy | Research Memo | Thesis Strengthened
Oil Risk Is Being Repriced. The AI-Energy Thesis Still Runs Through Infrastructure.
Energy & Strategic Resources Weekly | Issue 003
AI Power Is Starting to Pay for Itself. Resource Markets Are Diverging.
Energy & Strategic Resources Weekly | Issue 002
AI needs deliverable power, not simply more energy
Energy & Strategic Resources Weekly | Issue 001