America Is Insulated—for Now. The Global Energy System Isn’t
When a major oil shock hits, most Americans notice it first at the pump. That’s exactly what’s happening now. Since […]
Robert’s Realm
Why Gasoline Rises, But Diesel Soars
When a geopolitical shock hits energy markets, the same pattern plays out: diesel prices spike fast, while gasoline lags behind.
Embargoes, Reserves, and War: Two Times Presidents Moved the Needle on Fuel Prices
[vc_row el_class=”td_classic_blog_home”][vc_column][vc_column_text css=””]I was recently fueling up my wife’s car in Tempe, Arizona when I noticed something I hadn’t seen
Mythbusting: U.S. Refineries and Shale Oil
[vc_row el_class=”td_classic_blog_home”][vc_column][vc_column_text css=””]A widespread myth in energy circles is that U.S. refineries are “unable” to process the light, sweet crude
Energy Sector Q1 Performance Dominates Market in 2026
[vc_row el_class=”td_classic_blog_home”][vc_column][vc_column_text css=””]The first quarter of 2026 marked a sharp shift from the broad-based strength that closed out last year.
Why Gas Prices Rise So Fast—and Fall So Slowly
[vc_row el_class=”td_classic_blog_home”][vc_column][vc_column_text css=””]Gasoline prices continue to surge. Drivers saw increases of roughly 50 cents per gallon almost overnight following the
Iran’s Most Powerful Weapon Is the Strait of Hormuz
[vc_row el_class=”td_classic_blog_home”][vc_column][vc_column_text css=””] Global attention often focuses on Iran’s nuclear program, but the country already holds a far more immediate
Oil Price Ceiling Factors: Hormuz Risk, Spare Capacity, Demand
[vc_row el_class=”td_classic_blog_home”][vc_column][vc_column_text css=””] Oil prices surged above $90 after shipping disruptions in the Strait of Hormuz, catching many analysts off
Hormuz Fertilizer Supply Risk Threatens Global Food Security
[vc_row el_class=”td_classic_blog_home”][vc_column][vc_column_text css=””] Financial markets are focused on oil prices following escalating tensions involving Iran. But crude is only part
Strait of Hormuz Risk Is Setting the Floor Under Crude
[vc_row el_class=”td_classic_blog_home”][vc_column][vc_column_text css=””] Oil prices should be falling. U.S. crude inventories just posted the largest weekly build in three years.
