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Energy Intelligence Store
Energy Intelligence Forum
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
Australia Weighs LNG Tax, Export Curbs Amid Fuel Security Crisis
Canberra is weighing tougher LNG measures as fuel crisis underscores reliance on Asian partners.
Wed, Apr 15, 2026
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>
Story 2
ENERGY INTELLIGENCE NEWS
India Draws Record Stocks From SPRs in April as Mideast War Bites
India has initiated a rare drawdown of its strategic petroleum reserves for operational purposes aimed at securing feedstock for refineries.
Wed, Apr 15, 2026
Story 3
ENERGY INTELLIGENCE NEWS
US Blockade Maintains Stranglehold on Iranian Exports
The US' blockade of ships entering or leaving Iran appears to be working so far, and could soon force Iran to begin shutting in oil production.
Wed, Apr 15, 2026
Story 4
ENERGY INTELLIGENCE NEWS
Brussels Calls for Targeted EU Approach to Fight Energy Prices
The EU Commission is urging member states to adopt targeted, temporary and tightly controlled emergency energy relief measures rather than broad-stroke subsidies.
Wed, Apr 15, 2026
Story 5
ENERGY INTELLIGENCE NEWS
US Confirms Russia, Iran Waivers Will Not Be Renewed
US officials confirmed that the US waivers on sanctions prohibiting the purchase of Russian and Iranian oil at sea will not be renewed for another month.
Wed, Apr 15, 2026
Middle East War
ENERGY INTELLIGENCE NEWS
Crude Prices Tread Water as Focus Remains on War
Oil futures ended Wednesday's session little changed, although physical markets continue to point the way higher.
Wed, Apr 15, 2026
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>
ENERGY INTELLIGENCE NEWS
Indian Refiners in Tight Spot as Russia, Iran Waivers End
Two VLCCs carrying over 4 million bbl of Iranian crude to India sit near Sikka port with their signals off, following the delivery of the first two Iranian cargoes.
Wed, Apr 15, 2026
ENERGY INTELLIGENCE NEWS
US-Iran Diplomatic Overtures Stoke Optimism for Resolution
Oil markets are closely monitoring signs that US-Iranian channels remain open given the enormous squeeze still impeding global oil supplies out of the Mideast.
Tue, Apr 14, 2026
ENERGY INTELLIGENCE NEWS
Strait of Hormuz Status Anything But Straightforward
Initial indications a day into the US' blockade of Iranian shipping paint a mixed picture of its lasting effect on oil supplies, but some suggest a recent slowing.
Tue, Apr 14, 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
EI NEW ENERGY
China's Battery Empire Prepares to Expand, Innovate
The Mideast energy shock is boosting global battery demand for EVs and storage. As sodium-ion technology nears scale, Chinese firms aim to extend their lead.
Wed, Apr 15, 2026
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Top Story 2, 3 & 4
NEFTE COMPASS
Russia Seeks to Boost Oil Clout Despite Lack of US Waiver
As demand for its oil increases, Moscow is expanding its customer base and repairing drone damage to its export facilities.
Wed, Apr 15, 2026
EI NEW ENERGY
Could Mideast Crisis Upturn Long-Term Forecasts?
A short-term surge in renewables could bend the curve away from mainstream forecasts, with major implications for fossil fuels.
Wed, Apr 15, 2026
NEFTE COMPASS
Yamal LNG Sends First Cargo to Asia in 4 Months
Yamal LNG has sent its first cargo to Asia since November 2025, just days before an EU ban comes into force.
Wed, Apr 15, 2026
Latest Research Reports
Latest 1
COMPETITIVE INTELLIGENCE RESEARCH
BP Strategic Outlook
As part of Energy Intelligence conversations with C-suite, executive-level and government leaders, we see BP entering 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.
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
Behind-the-Meter Not Behind the Curve
Behind-the-meter solar and storage can bypass grid bottlenecks, accelerating the shift toward a secure energy system fit for the future.
Thu, Apr 16, 2026
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>
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
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
Most Read
ENERGY INTELLIGENCE NEWS
BP's New CEO to Restructure Company Into 2 Units
The UK major will simplify its operations into two segments focused on oil and gas production, and refining, distribution and retail.
Tue, Apr 14, 2026
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
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
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
ENERGY INTELLIGENCE NEWS
IEA: Oil Shock to Wipe Out Demand Growth in 2026
The IEA's latest monthly report paints a stark picture for the oil market, as war in the Middle East abruptly reverses the global demand outlook.
Tue, Apr 14, 2026
ENERGY INTELLIGENCE NEWS
Strait of Hormuz Status Anything But Straightforward
Initial indications a day into the US' blockade of Iranian shipping paint a mixed picture of its lasting effect on oil supplies, but some suggest a recent slowing.
Tue, Apr 14, 2026
Market Prices
WTI & Brent Prices
Our Experts
Our Experts
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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.
Monica Enfield
Managing Director, Research and Advisory
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Casey Merriman
Editorial Director, Western Hemisphere and Head, Competitive Intelligence
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Ian Nathan
Director, Gas and LNG Research
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Abhi Rajendran
Director, Oil Markets Research
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Michael Collins
Director, Low-Carbon Energy Research
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