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Enel’s $140m bet: locking in America’s solar future

Italy’s Enel Group (BIT: ENEL) has staked a claim in America’s solar belt. On Monday, its USSubsidiary, Enel Green Power North America, agreed to acquire seven operational photovoltaic plants—two in Virginia and five spread across North and South Carolina—for a combined 270 MW of …

Anjali Anand | 21 May 2026

Energy Crisis Is Changing Demand Patterns—For Now

The 2021–2023 energy crisis has rewritten the rules of energy consumption, leaving scars on bothSupplychains and household budgets. After the pandemic lockdowns eased, pent-up demand collided with constrained supply—oil, gas and coal prices surged by 80–200% between late 2020 and mid-2022, according to the …

Anjali Anand | 21 May 2026

Global oil stockpiles hit eight-year low, warns Goldman Sachs

Crude Oil(NYMEX: CL) is the world’s most traded physical commodity, underpinning transport,Petrochemicalsand geopoliticalLeverage. With 95m b/d of global demand, inventories measured in days of cover have emerged as the market’s stress gauge; eight years ago, 101 days of demand provided a buffer—now Goldman Sachs …

Anjali Anand | 21 May 2026

Hull Street Energy’s $1.4bn bet on America’s hydro future

Hull Street Energy’s agreement to buy FirstLight USA from Canada’s Public Sector PensionInvestmentBoard (PSP Investments) for $1.4bn represents the largest private-Capitalinfusion into U.S. hydropower since the sector’s 1980s heyday. TheAcquisitionvaults Hull Street— hitherto a niche clean-energy investor—into the top tier of American hydro owners, …

Anjali Anand | 21 May 2026

Saudi Arabia’s Crude Exports Hit Historic Low, Sending Ripples Through Oil Markets

Saudi Arabia’s March crude exports of 4.974m barrels per day—down from 5.2m bpd in February—paint a stark picture of a kingdom struggling to reconcile its market-shaping ambitions with shifting global realities. The decline, reported by the Joint Organisations Data Initiative (JODI), is the steepest …

Anjali Anand | 21 May 2026

A Clean Shipping Crunch Is Looming Amid a Conventional Fuel Shortage

The Strait of Hormuz—through which roughly 20% of the world’s seaborne oil transits—has become the epicentre of a growing clean-shipping crisis. Since early May, Houthi attacks and Iranian threats to close the strait in retaliation for regional strikes have disrupted bunker fuel flows; refiners …

Anjali Anand | 21 May 2026

Americans Rethink Driving as Fuel Costs Keep Climbing

Crude Oil(NYMEX: CL) is the world’s most traded commodity, underpinning gasoline, diesel and jet fuel markets that fuel 70% of American mobility. Global production averaged 101.3m barrels a day in Q1 2026—OPEC+Supplycurbs have kept inventories 6% below five-year averages. In the US, shale patch …

Anjali Anand | 21 May 2026

A New Central Asian Trade Corridor Faces Old Security Risks

The dream of a seamless Central Asian trade route connecting landlocked Uzbekistan to Pakistan’s Arabian Sea coast has tantalised policymakers for decades—yet history suggests hubris often outpaces execution. The proposed corridor, spanning 1,500km from Tashkent to Karachi, promises to cut transit times for Uzbek …

Anjali Anand | 21 May 2026

Appalachian lithium bonanza could upend global battery trade

The southern Appalachians—the ancient mountains stretching from Alabama to Pennsylvania—have quietly become the most consequential geological discovery in America’s clean-energy push. On April 28th 2026 the U.S. Geological Survey (USGS) published revised estimates: 1.43m metric tons of lithium in spodumene deposits alone, with another …

Anjali Anand | 21 May 2026
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