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Intelligence for the New World Economy

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Intelligence for the New World Economy
Semafor World Economy

Semafor Energy

Venezuela agrees to give US 50 million barrels of oil

The deal is indicative of how the new leadership in Caracas is seeking to placate the White House.
Venezuela’s interim President Delcy Rodríguez (center).Venezuela’s interim President Delcy Rodríguez (center). Marcelo Garcia/Miraflores Palace/Handout via Reuters.

Trump’s bid for energy dominance at odds with dividends

Trump’s push to remake the US as a petrostate risks backfiring for its energy security, its economy, and the specific interests of oil company shareholders.
Protests in VenezuelaTuane Fernandes/Reuters

EU carbon border tariff takes effect

The new tax forces companies exporting pollution-heavy goods into the EU to pay for their products’ emissions.
EU flags.Yves Herman/File Photo

Elliott Investment Management’s Citgo gamble

An Elliott affiliate in November won a messy bidding war for Citgo, which had been owned by Venezuela’s state oil company.
Oil refinery in Venezuela.Leonardo Fernandez Viloria/File Photo/Reuters

Copper price to hit record high amid shortage worries

Copper’s value comes from its critical role in the energy transition: Powering EVs, the AI boom, and the shift from fossil fuels to renewables.
Copper workshop.Evgenia Novozhenina/Reuters

Nuclear fusion executives welcome Trump Media merger

The planned merger between nuclear fusion startup TAE Technologies and Trump Media raised some concerns about conflicts of interest.
U.S. President Donald Trump attends the Pennsylvania Energy and Innovation SummitNathan Howard/Reuters

Japan to reopen world’s largest nuclear reactor

Kashiwazaki-Kariwa was one of 54 reactors shuttered after the 2011 earthquake that triggered the Fukushima nuclear meltdown.

Offshore wind farms are helping marine life, research suggests

The study found that the wind turbine foundations allow sessile organisms — immobile living things like barnacles, sea sponges, and algae — to thrive.

China solar firms launch consolidation fund to tackle overcapacity

Chinese solar panel manufacturers dominate the global landscape to the extent that, at one point, they produced twice as many panels as the global demand.

Oil major BP announces first female CEO

Meg O’Neill, CEO of Australian oil and gas producer Woodside Energy, will replace Murray Auchincloss as CEO of the British major BP.

Western carmakers reverse on EV plans amid China competition

Ford dropped plans for an all-electric truck, while Volkswagen is expected to extend its investment in gas-powered cars.

IEA raises prediction for global oil demand in 2026

The agency pointed to an improving macroeconomic and trade outlook for the changing picture, as well as reduced crude flows from sanctions-hit Russia and Venezuela.

Exxon plans to cut low-carbon spending by a third

It’s the latest sign of a pullback on decarbonization across most big oil companies.

LNG supply glut to give EU leverage on methane rules, report says

While the LNG market has been tight for the past few years, many new export terminals will come online soon, pushing the market to oversupply by 2028.

Half of $1.2T climate adaptation funds should go to AC, report argues

Air conditioning is the most under-appreciated intervention, the McKinsey report says.

The energy wars hit the high seas

On Wednesday, US military and law enforcement agents seized an oil tanker off the Venezuelan coast.

Trump elevates fossil fuels in national security plan

The White House’s new National Security Strategy ignores a key source of China’s strength.

African e-mobility startup shifts strategy amid China competition

Ampersand’s move comes as Chinese competitors rush to African markets.