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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

US oil companies lock in Venezuela deals

After months of slow progress and noncommittal MOUs, international oil companies are making tangible headway in Venezuela.
Oil rig lake Maracaibo
Issac Urrutia/Reuters

Hormuz ‘isn’t really the problem’

A number of other factors are conspiring to drive down the volume of crude tankers faster over the past two weeks than any point during the war.
Plumes of smoke rise from a Moscow oil refinery following what the authorities say is a Ukrainian drone strike.
Social media via Reuters

More oil leaving the Gulf than previously thought

The US military has helped ferry crude through the Strait of Hormuz, Axios reported.
A Chinese super tanker.
Vladimir Tonic/Reuters

Oil prices rise as Trump cuts off talks with Iran

Tehran said the Strait of Hormuz would remain shut amid stalled negotiations.
ships near the Strait of Hormuz
Stringer/Reuters

A safer bet for AI-hungry investors

While some data center investors finance giant “behind the meter” power plants, others are looking for steadier returns in regulated grids.
An aeriel view of a data center in Virginia
Jonathan Ernst/Reuters

Global conflicts and climate change drive up shipping costs

The wars in the Gulf and Ukraine have essentially shut off some of the world’s key passageways for global commodities.
Shipping containers sit on a Maersk vessel docked at the port of Los Angeles.
Caroline Brehman/Reuters

Houthis claim strikes on Saudi refinery

The strikes could impact the kingdom’s efforts to maintain shipping volumes amid ongoing disruptions in the Strait of Hormuz.

US clean energy investment surges 22% in second quarter

The results, published by the Clean Investment Monitor, were largely driven by residential battery storage installations.

US power demand to hit new highs on data center buildout

The federal projections come after two years of record electricity demand peaks.

Oil prices sink despite Iran war stalemate

The industry’s outlook for global demand weakened, and the US showed signs of rebuilding its stocks.

Amazon’s new data center projected to be top source of US emissions

Amazon’s sustainability chief foresees a multi-year uptick in the company’s carbon footprint.

US ‘overpaid’ for cancelled wind leases, researcher finds

A German power company agreed to cancel offshore wind development leases, bringing total reimbursements owed by US taxpayers to nearly $4 billion.

US imposes new tariffs targeting China’s solar panel sector

Washington imposed a 15% tariff and price floors on all imported polysilicon on Friday, a crucial material in solar panels.

US oil reserves hit 43-year low

Washington has leaned heavily on reserves since the US-Iran war began.

Argentina’s fossil fuels boom gains momentum

Argentina’s shale output is up 28% year-on-year as the country’s pivot to become an energy supplier gather pace.

The US has a sanctions problem

Tehran and Muscat are scrapping over who will control the Strait of Hormuz, but for ships to actually start moving, it will require a new deal with Washington and a rethinking of US sanctions.

Emissions-tracking startups see M&A opportunities

Both the US and the EU have scaled back corporate emissions reporting requirements, which ASUENE CEO Kohei Nishiwada believes is a good time to push for growth.

Romania’s navy detonates part of Danube river to cool nuclear plant

Romanian naval forces blew up part of the drought-hit Danube river.