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Grid realities: Power emissions are up
U.S. power sector CO₂ emissions rose 4% in 2025 based on the latest findings from the U.S. Energy Information Administration (EIA). This increase was driven by a 3% increase in net electric power generation, including a substantial 13% increase in coal-fired generation. More importantly, this increase points to a growing challenge facing the U.S. power […]
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Balancing global LAO oversupply and supply chain resilience
Recent disruptions in the Middle East—including the closure of the Strait of Hormuz and the shutdown of Shell’s Pearl GTL facility in Qatar—have significantly tightened global supplies of Group III and Group III+ base oils, the primary feedstocks used in synthetic lubricants. At the same time, substantial capacity additions from LAO producers in Asia and […]
Article
Fuel prices stay elevated despite easing risk premiums
Crude oil prices have retreated since the June ceasefire between the U.S. and Iran, but gasoline and diesel prices remain significantly above their levels at the start of 2026. While concerns over an immediate supply disruption have eased, renewed attacks in the Strait of Hormuz continue to create uncertainty around global energy flows. Implications for […]
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U.S. refined product exports to Latin America
Latin America fuel supply hasn’t been able to meet the region’s fuel demand for the past several years mainly due to its refineries’ low utilization rates and a lack of investments in refinery upgrades and expansions. In addition, refining capacity has been insufficient in key Latin American countries. As a result, the region has been […]
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Exploring clean hydrogen pathways beyond electrolysis
While water electrolysis has captured much of the attention for “green” hydrogen production, the landscape of clean, low-carbon hydrogen generation is actually much broader and more technologically varied. Many innovative companies are actively developing alternative methods. They’re using different raw materials and pioneering advanced processes to produce hydrogen with a significantly reduced carbon footprint. Based […]
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