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Intelligence for the New World Economy

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Intelligence for the New World Economy
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Republicans split on ethanol share in national fuel mix

High US gasoline prices are increasing pressure on the Senate to pass legislation increasing the share of ethanol into the fuel mix, but not all agree.
An E15 sign.Jim Young/File Photo/Reuters

EVs, hybrids to hit 30% of car sales in 2026: IEA

EV sales are soaring on the back of the Iran war and ever-falling battery prices.
BYD’s electric vehicle factory.Rafael Martins/Reuters

Western nations let Russia in from the cold

The US and UK softened sanctions on Russian oil amid the Iran war’s energy crunch.
A vessel carrying liquefied natural gasChina Daily via Reuters

Iran war accelerates move away from fossil fuels

In a new energy market outlook projecting out to 2050, BNEF analysts forecast global oil demand will plateau in the early 2030s.
A drone view shows pipelines and tanks at Petrobras distribution terminal operated by Transpetro.Amanda Perobelli/Reuters

New infrastructure projects seek to bypass Hormuz

The UAE said it is racing to complete a new pipeline by next year that will double its oil export capacity bypassing the waterway.
A landfall site of Medgaz, an underwater natural gas pipeline between Algeria and Spain.

Analysts’ Iran crystal balls get murkier

The war in Iran is entering an unpredictable new phase where the risk to energy markets is growing.
Vessels in the strait of Hormuz.Reuters

US’ record energy exports drive up fuel prices at home

The US shipped 14.2 million barrels of crude and products daily in April.

NextEra deal with Dominion sets up largest global utility

US power company NextEra Energy said it was acquiring Dominion Energy in a deal that would create the world’s largest utility amid soaring AI-driven energy demand.

Ryanair chief downplays Europe’s jet fuel supply concerns

Michael O’Leary said he had “almost zero concerns” about a jet fuel shortage this summer.

Surge in crackdown on environmental defenders, report finds

The Business and Human Rights Resource Centre documented nearly 800 incidents drawn from publicly available sources.

Global investments in clean tech manufacturing drop

Global investments in clean technology manufacturing peaked in 2023 and have since dipped 42% to $155 billion in 2025, a Rhodium Group report found.

Global oil reserves deplete at record pace, IEA warns

The US government reported that global reserve depletions for the full year could reach up to 2.6 million barrels per day on average.

Trump has to play ball with China on rare earths

The Trump administration is keenly aware of its rare earths Achilles heel, and has rolled out price floors, equity investments, federal stockpiling, and more.

Fossil fuel demand may not rebound, say analysts

The Iran war has driven demand for renewables, with EV sales in Europe jumping by 27% year-on-year in April.

Global oil inventories falling at record pace, IEA warns

Global oil inventories are declining at an alarming rate, the International Energy Agency warned Wednesday.

China widens lead in global clean tech

An analysis of $1.1 trillion in global clean energy manufacturing investments between 2019 and 2025 found that more than half were made by Chinese companies.

Energy executives brace for prolonged spike in jet fuel prices

Even if the Strait of Hormuz reopened immediately and crude oil prices stabilize, it will take “months” for refineries to catch up, S&P Global Energy analysts wrote.

China’s oil market stands up to Trump

The vast scale of China’s oil buying power will help Beijing undermine one of Trump’s favorite trade tactics.