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Introducing AIxEI BETA
AIxEI, now in beta, transforms trusted energy intelligence into clear, actionable insights.
It generates synthesis from complex developments, helping you navigate energy markets with speed and confidence.
Gain faster clarity on key trends and make smarter, more informed decisions.
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Top Stories
Story 1
ENERGY INTELLIGENCE NEWS
Iran Exports, Strait Flows in Focus as US Starts Blockade
The announced US blockade is expected to slow already minimal Hormuz transits and could further shock markets if it raises risks in the Red Sea.
Mon, Apr 13, 2026
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>
Story 2
ENERGY INTELLIGENCE NEWS
US Blockade Risks Scuttling Ceasefire, Inflaming Oil Markets
Trump’s naval blockade of ships entering or leaving Iran will be difficult to implement and could derail the fragile ceasefire, defense experts say.
Mon, Apr 13, 2026
Story 3
ENERGY INTELLIGENCE NEWS
Saudi Arabia Restores East-West Pipeline to 7M b/d Capacity
Aramco says it has restored capacity on its "Hormuz bypass" route after last week’s drone strike. But 300,000 b/d capacity at the Khurais field remains off line.
Mon, Apr 13, 2026
Story 4
ENERGY INTELLIGENCE NEWS
Ukraine Strikes Take Toll on Russian Production, Downstream
Kyiv's claimed attacks on Lukoil's Caspian fields, if true, could exacerbate Russia's production problems.
Mon, Apr 13, 2026
Story 5
ENERGY INTELLIGENCE NEWS
Eni CEO: EU Should Suspend Looming Russian LNG Ban
Claudio Descalzi has called on the EU to suspend its fast-approaching ban on Russian LNG imports given massive outages of Mideast LNG supplies.
Mon, Apr 13, 2026
Middle East War
ENERGY INTELLIGENCE NEWS
Crude Prices Trend Back Toward $100 as US Blockade Begins
A US naval blockade on vessels leaving Iranian ports adds a new layer of uncertainty to the Strait of Hormuz crisis and global oil markets.
Mon, Apr 13, 2026
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>
PETROLEUM INTELLIGENCE WEEKLY
Mideast Oil Faces Long Road to Recovery Despite Ceasefire
With a fragile halt to hostilities in the Gulf, the big questions now are whether it will hold and what it means for the unprecedented supply chain bottleneck.
Wed, Apr 8, 2026
PETROLEUM INTELLIGENCE WEEKLY
Southeast Asia Faces Energy Reality Check as War Bites
The war in the Mideast Gulf is exposing the risks of import dependence in one of the world's fastest-growing demand centers.
Thu, Apr 9, 2026
PETROLEUM INTELLIGENCE WEEKLY
Clearing Stranded Mideast Supplies: What Will It Take?
Even if the US-Iran ceasefire lasts for a full two weeks, it will not be enough time for tankers waiting in the Strait of Hormuz to exit the waterway.
Wed, Apr 8, 2026
RISK RESEARCH
Mideast Gulf War: Infrastructure Risk Tracker
Energy Intelligence has updated its Mideast Gulf War: Infrastructure Risk Tracker, a new Excel-based tool to assess energy sector fallout from widening conflict. The tracker updates day-by-day attacks on regional energy infrastructure, noting the date, facility type and location of each incident. Latest update: Apr 8'26.
Thu, Mar 19, 2026
In Depth
Top Story 1
NUCLEAR INTELLIGENCE WEEKLY
Vietnam's Nuclear IGA With Russia Paves Way for Broader Nuclear Ambitions
Vietnam aims to complete construction of four large reactors by 2035, and have nuclear power produce 6%-8% of the country’s electricity by 2050.
Fri, Apr 10, 2026
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>
Top Story 2, 3 & 4
NATURAL GAS WEEK
NRG Shuns 'Behind the Meter' for 'Bring Your Own Power'
The US merchant gas-fired generator wants to ensure that powering AI data centers doesn't unduly strain regional electricity grids and drive up prices.
Fri, Apr 10, 2026
JET FUEL INTELLIGENCE
Jet Fuel Faces Long, Uneven Recovery Once Mideast War Ends
Oil executives warn it will take months for jet fuel markets to overcome current shortages once hostilities in the Middle East subside.
Fri, Apr 10, 2026
NATURAL GAS WEEK
Commonwealth LNG 'Weeks' From FID Despite Jera’s Departure
The 1.35 Bcf/d Louisiana terminal's FID would mark the second for a US export project this year, which has also seen the start-up of the long-awaited Golden Pass facility.
Fri, Apr 10, 2026
Latest Research Reports
Latest 1
COMPETITIVE INTELLIGENCE RESEARCH
BP Strategic Outlook
BP enters 2026 at an inflection point — a company with world-class capabilities and a storied legacy, yet still struggling to find strategic equilibrium. The arrival of Meg O’Neill as CEO will begin to answer questions about how BP will define this next phase of its 117-year history. As part of Energy Intelligence conversations with C-suite, executive-level and government leaders, we see the core focus areas as better defining BP’s corporate culture, executing a consistent strategic focus, managing investor expectations and improving the balance sheet.
Mon, Apr 13, 2026
Read More
>
Latest 4
RISK RESEARCH
Mideast Gulf War: Tenuous Ceasefire Outlook and Energy Sector Impact
Thu, Apr 9, 2026
COMPETITIVE INTELLIGENCE RESEARCH
2026 Guidance Data: Production and Capex
Mon, Apr 6, 2026
OIL MARKETS RESEARCH
Weekly Monitor: 800 Million Barrels of Oil Supply Loss if Conflict Extends Through April
Mon, Apr 6, 2026
RISK RESEARCH
Quarterly Risk Outlook, Q2’26: Geopolitical and Conflict Risks Come to the Forefront
Wed, Apr 1, 2026
Latest Data
World Energy Opinion
WORLD ENERGY OPINION
Safety in the Age of Automation
As industrial systems evolve toward greater automation, effective safety depends on organizational design, human performance and vigilance.
Mon, Apr 13, 2026
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>
WORLD ENERGY OPINION
Egypt’s High-Wire Act: Gas, Subsidies and the Cost of Reform
The Mideast war shock has accelerated Egypt’s subsidy reform, exposing fiscal strains, supply vulnerabilities and social risks.
Fri, Apr 10, 2026
WORLD ENERGY OPINION
The Water-Energy Nexus
In this opinion piece, Heriot Watt Dubai University’s Fadi Ghaith examines why renewable energy is key to sustainable water supply.
Wed, Apr 8, 2026
WORLD ENERGY OPINION
From Oil Security to Compute Security
AI competitiveness depends on access to cheap, reliable, scalable electricity, tying digital leadership directly to underlying physical energy infrastructure.
Tue, Apr 7, 2026
WORLD ENERGY OPINION
From Energy Shock to Global Recession
An asymmetric energy shock, intensified by a stronger dollar, is accelerating demand destruction and pushing the global economy toward a recession.
Thu, Apr 2, 2026
Most Read
ENERGY INTELLIGENCE NEWS
Saudi Arabia Confirms Strikes on Key Assets
Saudi state media reports provided the kingdom's first confirmation of assets impacted by recent strikes — led by the kingdom's vital East-West Pipeline bypassing Hormuz.
Thu, Apr 9, 2026
ENERGY INTELLIGENCE NEWS
QatarEnergy Begins LNG Plant Restart Amid Hormuz Reopening
QatarEnergy is restarting some liquefaction trains at its Ras Laffan plant, although repairs and shipments remain longer-dated items.
Wed, Apr 8, 2026
ENERGY INTELLIGENCE NEWS
Turkey’s TPAO Launches Ultra-Deep Drilling Off Somalia
Turkey’s Cagri Bey drilling vessel has arrived in Somalia to start Ankara’s first overseas deep-sea exploration drilling.
Fri, Apr 10, 2026
ENERGY INTELLIGENCE NEWS
Spot Oil Prices Soar as World Awaits Trump's Ceasefire Decision
Refiners bid up European physical crude prices to a record $145/bbl on Tuesday as US President Donald Trump's latest deadline for a ceasefire deal with Iran drew near.
Tue, Apr 7, 2026
ENERGY INTELLIGENCE NEWS
Iraq's Hormuz 'Exemption' Raises Hopes, But Doubts Persist
Iran says it has exempted Iraq from the restrictions it has imposed on the Strait of Hormuz, but there is no sign yet of Basrah crude exports resuming.
Tue, Apr 7, 2026
COMPETITIVE INTELLIGENCE WEEKLY BRIEFING
Petronas Hints at Strategy Rethink Due to Mideast War
Increased risk and volatility caused by the Mideast war push Petronas to stress faster upstream development, monetization and more diverse regional projects.
Tue, Apr 7, 2026
Market Prices
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Our global network of experts monitors, analyzes and interprets the latest developments and trends across the energy industry, to deliver actionable intelligence.
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Managing Director, Research and Advisory
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Casey Merriman
Editorial Director, Western Hemisphere and Head, Competitive Intelligence
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Director, Gas and LNG Research
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Director, Oil Markets Research
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Michael Collins
Director, Low-Carbon Energy Research
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