Renewable energy is not a natural pivot for most national oil companies
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“After four months of paralysis, the relief is palpable. It may also be misleading. And it is almost certainly temporary.” – Energy Flux, 26 June 2026 Well, that didn’t last long. Barely three weeks into a supposed two-month ceasefire, US missiles and Iranian drones are criss-crossing the Persian
Storage without a signal: the new political economy of Europe’s gas buffer
Shell’s 2026 Outlook leans harder than ever on stratospheric Asian demand to justify a new wave of LNG investment. But post-Hormuz, the data and policy responses all lean the other way.
Europe’s energy dependency has a new address. The continent has made a Faustian bargain with US LNG it doesn’t need.