Browsing Tag
International Energy Agency
46 posts
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.
Trump’s Iran speech sends crude to six-year high, gas tops $4 nationwide
U.S. crude oil surged nearly $12 per barrel on April 3, 2026, its largest one-day gain since 2020, after Trump pledged more Iran strikes with no Strait of Hormuz reopening plan.
Trump signals US exit from Iran war within weeks and threatens NATO withdrawal as global oil crisis deepens
Trump signals US exit from Iran war within weeks and threatens NATO withdrawal as global oil disruption hits historic levels in April 2026.
Albanese warns Australians of months-long economic pain from Middle East war as petrol prices hit historic highs
Australian PM Anthony Albanese warns Middle East war will cause months of economic shocks; fuel excise halved and public transport urged amid historic petrol price surge.
Pakistan offers to host US-Iran talks as Islamabad diplomatic push intensifies and Tehran pushes back
Pakistan offers to host United States-Iran war talks in Islamabad. Iran denies participation. Trump claims Tehran accepted most ceasefire demands. Strikes continue.