Financial markets are focused on oil prices following escalating tensions involving Iran. But crude is only part of the story. A far more underappreciated...
Oil prices should be falling. U.S. crude inventories just posted the largest weekly build in three years. Yet Brent remains above $70 per barrel....
The rapid expansion of artificial intelligence is transforming electricity from a background operating cost into a strategic asset. As data center power demand reaches...
Renewed attention on Venezuela’s oil sector in early 2026 has largely focused on politics and diplomacy. But behind the headlines, Chevron’s strategy is being...
Artificial intelligence is widely associated with electrification and decarbonization. Yet its rapid infrastructure buildout is creating unprecedented demand for reliable, around-the-clock power—reshaping electricity markets...
As South America’s oil landscape shifts in early 2026, two neighboring countries offer a striking case study in how energy wealth is created—or destroyed....
Venezuela is frequently described as sitting atop the world’s largest oil reserves, a claim that implies enormous untapped wealth waiting to be unlocked. But...
Speculation around Venezuela’s oil recovery has intensified following recent political upheaval, but expectations often overlook a critical distinction: structural collapse versus sanctions-driven disruption. While...
Venezuela possesses the world’s largest proven oil reserves, yet its economy and energy sector have collapsed rather than flourished. The reasons lie not in...
Introduction
Despite widespread expectations of policy-driven disruption and geopolitical shocks, 2025 ultimately reinforced a familiar lesson for energy markets: fundamentals still matter most. Supply, demand,...
