
Energy
The latest Energy news from the world's leading financial publishers, with original analysis.
Bond Traders See Elliott’s Citgo Deal Imperiled by Windfall
Bond traders are betting that the planned $5.9 billion takeover of Citgo Petroleum Corp., Venezuela’s most valuable overseas asset, will be derailed as the company reaps a windfall from the surge in oil prices.
US-Held Venezuela Oil Fund Used $9 Billion to Buoy Bolivar
Venezuela’s US-controlled custody account disbursed $12.1 billion to the country between January and September, with most of the money used to inject dollars into the economy, according to a US State Department report.
Oil Rises After Trump Declares US Doesn’t Need a Deal With Iran
Oil edged higher after President Donald Trump said that the US could forgo a deal with Iran, dimming prospects for a breakthrough to end the war that has roiled Middle East supplies.
The never-ending absurdity of global oil markets
Despite stronger Gulf exports, Brent is near its Iran-war peak
The UK cuts energy bills, taxes banks and boosts defense in high-stakes budget
The U.K. budget cuts household energy costs, raises taxes on banks and directs billions toward defense, Ukraine and artificial intelligence
AI compute is the new oil—and needs a new market
Financial firms race to create instruments to trade processing power
The world is facing an almighty LNG crunch
In time it could bring about an equally disruptive glut
China is now the world’s great oil power
Forget OPEC. The Chinese Communist Party calls the shots
Oil prices remain highly flammable
As tensions flare in the Gulf, triple digits could return in a flash
Oil markets are on edge again
The bombing may have paused, but energy supplies are precarious
America’s Hormuz brinkmanship is worsening a global fuel crunch
Rising oil prices are only part of the problem
Three ways the LNG market could crack before winter
War, weather and outages may still send gas prices soaring
Waiving sanctions on Iranian oil is a huge concession by America
It will enrich an adversary
Deal or no deal, oil prices will stay volatile for months
The pre-war days of $60 crude are not coming back soon
The world’s strategic oil reserves are running out fast
They cannot hold back the energy crunch for ever
How the world has avoided an oil catastrophe so far
The great commodity-market mystery is deepening
Renewables are shining. The Iran war amplifies their appeal
Two new reports are a must-read of energy-starved governments
Global energy markets are on the verge of a disaster
Scenarios now range from bad to awful
Hormuz is (apparently) unblocked. Energy markets remain a mess
Mines, mistrust and missing ships will keep markets tight for months
War will drain the Gulf’s $6trn treasure chest
The conflict complicates life for the custodians of Middle Eastern oil fortunes
South Korea’s AI industrial policy meets the energy shock
The collision will not be pretty
The third Gulf war will scar energy markets for a long time yet
Residual risks and ruined infrastructure will keep prices high
How Iran is making a mint from Donald Trump’s war
China is helping the Revolutionary Guards profit from Iranian crude
How high could global inflation go?
With luck, the Iran war won’t cause a recession. But the surge in energy prices will push up the cost of living
Even the best-case scenario for energy markets is disastrous
Whatever happens, high prices will outlive the Iran war
America may be a petrostate. But the energy shock still hurts
And further angers economically frustrated citizens
Which country is the biggest loser from the energy shock?
We rank the poor world’s exposure and buffers
What if Donald Trump decided to ban oil exports?
Trying to keep prices low that way could backfire spectacularly
Will South Korea’s epic bull market survive the energy shock?
Probably, but investors should brace for more volatility
China cannot escape the energy shock
Despite renewables and reserves, it will suffer
The Iran war is roiling commodities far beyond oil
Shortages of fuels and chemicals threaten industries from farming to pharmaceuticals
Liquefied natural gas: the overlooked economic chokepoint
Alternatives to Gulf supplies are scarce
Donald Trump’s options to cool oil prices are sorely limited
He says he has a plan. It would need to be very cunning
The Iran energy shock reverberates across financial markets
For investors, the war is like the invasion of Ukraine all over again
The Iran war puts Asia in an energy panic
Stranded Gulf supplies are choking off the region’s economies
The nightmare war scenario is becoming reality in energy markets
The longer the war in the Gulf, the harsher the global economic fallout

