Browsing Tag
International Energy Agency
40 posts
How China’s lithium processing dominance is forcing the West to rethink industrial policy
The West has lithium mines and battery ambitions. China still controls the refining layer that turns critical minerals into real industrial power.
Australia and South Korea sign energy security pact as Strait of Hormuz blockade hits ninth week
Hormuz is in week nine. Seoul and Canberra just signed the bilateral that locks in LNG and diesel flows. The disruption-notification clause is the real news.
ASX 200 down-tape is unusually narrow, Ampol, Viva Energy, Beach Energy track crude lower
The ASX 200 finally bounced, but Woodside and Santos didn't get the memo. The laggard list is one sector deep, and that's the read worth watching.
US gasoline prices surge 28% since Iran war began as Hormuz closure persists
US gasoline at $4.17 marks a four-year high. The harder question is whether the Iran war stalemate forces Washington or Tehran to blink first.
Why lithium converters matter more than mines in the next phase of the EV supply chain
The West has lithium, but China still dominates processing. Lithium converters may decide who really controls the EV battery supply chain.
Iran seizes two ships, Brent hits $100: Ceasefire means nothing as IRGC fires on pre-cleared vessels and US sends more carriers
Iran seized two ships and attacked a third in the Strait of Hormuz on 22 April 2026, hours after Trump's ceasefire extension, as Brent crude hit $100 and Lufthansa cut 20,000 flights.
Strait of Hormuz declared open as Israel-Lebanon truce holds; Trump says Iran deal ‘very close’
Iran's foreign minister declares the Strait of Hormuz fully open for commercial vessels during the ceasefire, as a 10-day Israel-Lebanon truce takes effect on 17 April 2026.
Ceasefire announced, strait still closed: Oil markets on edge ahead of US-Iran talks
Brent crude fell 12.7% and WTI 13.4% in the week ending April 10, oil's worst weekly loss since 2022, as the Strait of Hormuz remained closed before US-Iran talks.
Ceasefire already cracking: Iran keeps Hormuz mined, Vance flies to Pakistan for make-or-break talks
US-Iran ceasefire frays as Hormuz shipping stalls, IRGC mines lanes and Vance leads talks in Islamabad with enrichment and Lebanon unresolved.
Shell PLC (LON: SHEL): trading windfall meets Hormuz risk ahead of May earnings
Shell PLC (LON: SHEL) releases Q1 2026 update as Hormuz closure hits Qatar LNG volumes and boosts trading earnings. Full results due 7 May 2026.