Browsing Tag
International Energy Agency
46 posts
Why critical minerals could become the biggest bottleneck in the global energy transition
Climate targets need metals. Critical minerals are becoming the physical bottleneck between clean-energy ambition and real deployment.
How the US-Israel-Iran conflict is redrawing oil supply chains beyond the Strait of Hormuz
Hormuz risk is no longer just an oil-price shock. Gulf exporters and Asian buyers are already redesigning supply chains around it.
Is the Middle East war becoming the energy shock poorer economies feared most?
Global agencies warn the Middle East war is straining energy supplies and vulnerable economies. Read why fuel and food risks matter.
Why Australia is still tapping fuel reserves months into the Iran war disruption
Australia is freeing fuel reserves again as war strains supply chains. Read why petrol and diesel security is back on the risk map.
Shell (LSE: SHEL) gains 0.27% as billion-barrel oil deficit thesis holds firm into AGM next Tuesday
Sawan says the oil deficit is deepening every day. ARC just added 370,000 boe/d. The May 19 AGM is where Shell's capital return discipline meets war-time arithmetic.
Australia’s fuel security reset: Can a billion-litre reserve protect critical supply chains?
Australia needs imported fuel, but global shocks keep testing supply. A new reserve turns energy security into a budget priority.
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.