https://rbtfl.xyz/en/track/energy Oil, gas, LNG, power and the price of moving the world. https://rbtfl.xyz/en/n/dangote-lamu-refinery-0807 https://rbtfl.xyz/en/n/dangote-lamu-refinery-0807 Sat, 08 Aug 2026 00:00:00 GMT Aliko Dangote, Africa's wealthiest person, has selected Lamu Island on Kenya's northern coast as the location for a planned US$17 billion oil refinery that would eliminate East Africa's dependence on imported fuel; no construction timeline or financing arrangement was disclosed [active] https://rbtfl.xyz/en/n/europe-gas-storage-2011-low-0807 https://rbtfl.xyz/en/n/europe-gas-storage-2011-low-0807 Sat, 08 Aug 2026 00:00:00 GMT European underground gas storage facilities were 57.87% full in early August 2026, against 70% a year earlier, the lowest level since 2011 according to OilPrice.com; TASS reported injection rates at a three-year low; record imports of Russian LNG in the first half of 2026 have failed to narrow the gap with last year's storage levels, raising concerns about winter supply adequacy [worsening] https://rbtfl.xyz/en/n/japan-uae-datacenter-0806 https://rbtfl.xyz/en/n/japan-uae-datacenter-0806 Fri, 07 Aug 2026 00:00:00 GMT Abu Dhabi sovereign wealth fund Mubadala Investment is in talks to invest approximately US$6.3 billion in one of Japan's largest planned data center projects, a US$12 billion facility in the northern city of Akita, according to Nikkei Asia and the Japan Times on August 6, 2026; Akita was chosen for access to wind power and water supplies; the Japan Times separately reported that AI's volatile power spikes are already causing hardware damage at existing data centers [active] https://rbtfl.xyz/en/n/danube-drought-nuclear-0806 https://rbtfl.xyz/en/n/danube-drought-nuclear-0806 Sat, 08 Aug 2026 00:00:00 GMT The Danube River reached record low levels across central Europe by August 5-6, 2026, threatening both Romania's Cernavoda and Hungary's Paks nuclear plants; Romania's military completed an unprecedented operation to blast a rock formation from the riverbed to keep Cernavoda's cooling water intake functioning; as of August 6 the plant director said Unit 2 could be shut down in 5-6 days if the river keeps dropping; the drought is also disrupting Rhine freight and Germany's chemical industry [worsening] https://rbtfl.xyz/en/n/europe-italy-hungary-heat-0806 https://rbtfl.xyz/en/n/europe-italy-hungary-heat-0806 Fri, 07 Aug 2026 00:00:00 GMT Italy placed all its major cities under its highest-tier health alert on August 6 as another heat episode struck Europe, while Hungary introduced emergency energy-saving measures as soaring temperatures strained electricity supplies; the Pakistani Tribune reports France and Spain have been hardest hit; the Danube's record-low water levels are compounding the strain on power and transport across central Europe [worsening] https://rbtfl.xyz/en/n/hungary-magyar-energy-0807 https://rbtfl.xyz/en/n/hungary-magyar-energy-0807 Fri, 07 Aug 2026 00:00:00 GMT Hungary's Prime Minister Péter Magyar on August 7 publicly showed a 2022 government document he says proves Viktor Orbán's administration knew Hungary's electricity grid was on the brink of collapse and did nothing for four years; the disclosure follows a summer power crisis; Magyar's government has also approved a new energy development plan covering storage, grid upgrades and renewables [active] https://rbtfl.xyz/en/n/bp-earnings-q2-0804 https://rbtfl.xyz/en/n/bp-earnings-q2-0804 Wed, 05 Aug 2026 00:00:00 GMT UK energy group BP reported Q2 2026 net profit exceeding US$5 billion, more than double the year-ago figure, as oil trading and refining margins surged on the back of the Iran-war-driven oil price rally; BP raised its quarterly dividend by 4% and projected 2026 capital expenditure at US$14 billion; US President Donald Trump publicly criticised Big Oil companies for making 'too much money' [active] https://rbtfl.xyz/en/n/russia-oil-refining-0803 https://rbtfl.xyz/en/n/russia-oil-refining-0803 Fri, 07 Aug 2026 00:00:00 GMT Russian crude oil refining averaged 3.6 million barrels per day in July 2026, the lowest since May 2002, Bloomberg data showed via Meduza; Ukrainian drone attacks on refineries and tankers drove the drop; at the same time Russia's federal budget deficit exceeded its full-year legal ceiling in just six months, large companies began cutting investment despite Putin's calls for a spending surge, and monthly company closures tripled to 12-15 thousand [worsening] https://rbtfl.xyz/en/n/hungary-eu-electricity-0803 https://rbtfl.xyz/en/n/hungary-eu-electricity-0803 Wed, 05 Aug 2026 00:00:00 GMT The European Commission said on August 3 it stood ready to convene emergency electricity coordination talks after Hungary's Paks Nuclear Power Plant stopped generating, removing nearly half of Hungary's total electricity capacity; in a separate development, Hungarian independent media published a recording in which a former Fidesz minister admitted the Orbán government had been warned of severe water shortages and took no preparatory action [worsening] https://rbtfl.xyz/en/n/opec-sep-output-0802 https://rbtfl.xyz/en/n/opec-sep-output-0802 Tue, 04 Aug 2026 00:00:00 GMT The OPEC+ producer alliance agreed on August 2 to add another 188,000 barrels per day in September, completing the rollback of the voluntary cuts it imposed in 2023; the group then plans a three-month halt to further increases, pending a capacity review; war-related export disruptions in Iran and Ukraine have blunted each hike's market impact this year [active] https://rbtfl.xyz/en/n/romania-cernavoda-0801 https://rbtfl.xyz/en/n/romania-cernavoda-0801 Thu, 06 Aug 2026 00:00:00 GMT Romanian military engineers blasted a rock outcrop on the Danube riverbed on August 3 to divert more river flow to the Cernavoda nuclear power plant, Romania's only operating reactor; engineers also plan to sink ships to obstruct a competing channel; authorities called the dual operation unprecedented [worsening] https://rbtfl.xyz/en/n/cuba-grid-collapse-0803 https://rbtfl.xyz/en/n/cuba-grid-collapse-0803 Tue, 04 Aug 2026 00:00:00 GMT Cuba's national electricity grid failed late Sunday, August 3, triggering the country's sixth nationwide blackout of 2026; the state energy utility blamed ageing infrastructure and US$-sanction-driven fuel shortages; thunderstorms disrupted restoration the following day [worsening] https://rbtfl.xyz/en/n/ukraine-drone-strikes-0802 https://rbtfl.xyz/en/n/ukraine-drone-strikes-0802 Wed, 05 Aug 2026 00:00:00 GMT Ukrainian forces hit the Engels strategic air base in Saratov Oblast overnight August 1-2, Ukraine's General Staff confirmed; drones also struck a Saratov Oblast refinery and the 17th Wildberries warehouse of the war; Russia responded on August 2 with ballistic missiles on Kyiv; Russia fired a record number of missiles at Ukraine in all of July, per AFP analysis [escalating] https://rbtfl.xyz/en/n/ukraine-ufa-refinery-0801 https://rbtfl.xyz/en/n/ukraine-ufa-refinery-0801 Sun, 02 Aug 2026 00:00:00 GMT Ukraine's SBU claims drones hit three major oil refineries in Ufa on August 1 and took out four radar systems; independent Russian outlet ASTRA geolocated footage of black smoke over the Bashneft complex; the same night Ukrainian naval drones sank the container ship Yanina in the Black Sea [escalating] https://rbtfl.xyz/en/n/hungary-paks-shutdown-0801 https://rbtfl.xyz/en/n/hungary-paks-shutdown-0801 Mon, 03 Aug 2026 00:00:00 GMT Prime Minister Peter Magyar confirmed on the night of August 1 that Hungary's Paks Nuclear Power Plant would shut down completely on Sunday; the penultimate of four reactor units was disconnected at 1:30am Sunday, leaving only one unit running; earlier on August 1, two units had already shut down due to record-low Danube water levels, dropping Paks to about 25% of its 2,000 MW capacity; a full stop would be the first in Paks's 44-year history and analysts warned of a regional electricity price surge across Central Europe [worsening] https://rbtfl.xyz/en/n/romania-danube-alert-0801 https://rbtfl.xyz/en/n/romania-danube-alert-0801 Sun, 02 Aug 2026 00:00:00 GMT Romania's government declared a national state of energy alert for the whole of August on July 31 after the Danube River fell to its lowest level in recorded history, with Prime Minister Ilie Bolojan warning that Romania risks losing 20% of its electricity production if the Cernavoda nuclear plant's second reactor also shuts down; the Danube water level in the Cernavoda area was falling by 2 to 3 centimetres per day, and Romanian water authorities said the plant could function at current limits for only another four to five days. [worsening] https://rbtfl.xyz/en/n/iran-energy-strike-0801 https://rbtfl.xyz/en/n/iran-energy-strike-0801 Sun, 02 Aug 2026 00:00:00 GMT US officials told US media on August 1 that Washington and Israel are planning a new wave of strikes targeting Iran's energy infrastructure, potentially as soon as the weekend; Iran called the reported plan reckless and threatened symmetric retaliation against critical infrastructure in Israel and US regional energy facilities; US embassies across the Middle East advised nationals to consider departing [paused] https://rbtfl.xyz/en/n/pakistan-petrol-hike-0731 https://rbtfl.xyz/en/n/pakistan-petrol-hike-0731 Fri, 31 Jul 2026 00:00:00 GMT Pakistan's federal government revised petroleum product prices effective July 31, 2026, raising petrol to Rs336.15 per litre, a rise of Rs1.09 per litre; high-speed diesel was also revised; Pakistan Broadcasting Corporation confirmed the government announcement, with private media reporting the retail price alongside the context of consecutive recent hikes [worsening] https://rbtfl.xyz/en/n/quetta-mine-blast-0730 https://rbtfl.xyz/en/n/quetta-mine-blast-0730 Fri, 31 Jul 2026 00:00:00 GMT A methane gas explosion at the Surrange coal field near Quetta on July 30 killed 34 miners, Pakistan's ARY News and the Manila Times confirmed on July 31 as rescue teams completed recovery; initial reports put the toll at six before rising through the night, with wire services citing 32 by late July 30; Balochistan's coal mines have a chronic safety record, lacking basic ventilation and methane monitoring [worsening] https://rbtfl.xyz/en/n/ukraine-refinery-intel-0730 https://rbtfl.xyz/en/n/ukraine-refinery-intel-0730 Fri, 31 Jul 2026 00:00:00 GMT The Financial Times reported on July 30 that US and French intelligence agencies gave Ukraine real-time data on Russian air-defense positions, letting Ukrainian drones navigate around radar gaps and hit oil refineries far inside Russian territory; Ukrainian officials confirmed the arrangement to the newspaper [escalating] https://rbtfl.xyz/en/n/spain-cpi-july-0730 https://rbtfl.xyz/en/n/spain-cpi-july-0730 Fri, 31 Jul 2026 00:00:00 GMT Spain's consumer price index reached 3.5% year-on-year in July 2026, the Spanish statistics agency reported on July 30, up from June's rate; rising fuel and electricity prices drove the increase; core inflation, which excludes energy and unprocessed food, edged up 0.1 percentage points to 3%; the data arrived as the European Central Bank weighs its next rate decision [worsening] https://rbtfl.xyz/en/n/hungary-paks-danube-0729 https://rbtfl.xyz/en/n/hungary-paks-danube-0729 Thu, 30 Jul 2026 00:00:00 GMT Hungary began shutting down Unit 3 at the Paks Nuclear Power Plant on July 29 after the Danube fell to record-low water levels, cutting the plant's output to about 60 percent of capacity; the government said even a complete Paks shutdown would not endanger household electricity supply, but began compiling a list of industrial consumers whose power and water use could be restricted; Romania's Cernavoda nuclear plant also took a reactor offline; EU Copernicus satellite images showed the Danube's water level visually narrowed from the same period a year before [worsening] https://rbtfl.xyz/en/n/turkey-iraq-oil-deal-0729 https://rbtfl.xyz/en/n/turkey-iraq-oil-deal-0729 Thu, 30 Jul 2026 00:00:00 GMT Iraqi Prime Minister Ali al-Zaidi visited Turkish President Recep Tayyip Erdoğan in Ankara on July 29, signing five cooperation agreements and discussing a plan for Iraq to supply Turkey with up to one million barrels of oil a day; Turkey's state oil company TPAO has taken a 15% equity stake in the Kirkuk oil field alongside BP, ending the terms of the 1973 Iraq-Turkey pipeline deal; the shift is driven by Turkey's need to reduce dependence on Gulf routes disrupted by the Iran-US war [active] https://rbtfl.xyz/en/n/ukraine-lukoil-perm-0729 https://rbtfl.xyz/en/n/ukraine-lukoil-perm-0729 Thu, 30 Jul 2026 00:00:00 GMT Ukraine's Security Service launched a drone strike on the Lukoil-Permnefteorgsintez refinery in Perm on July 29, hitting a key crude-processing unit more than 1,500 km from the Ukrainian border; the operation was ordered by President Zelensky to degrade Russia's military and economic capacity; Lukoil-Permnefteorgsintez is one of Russia's largest refineries and a significant contributor to refined fuel for Russian industry and the military [escalating] https://rbtfl.xyz/en/n/moldova-energy-alert-0728 https://rbtfl.xyz/en/n/moldova-energy-alert-0728 Wed, 29 Jul 2026 00:00:00 GMT Moldova's government called an emergency cabinet session and declared a 30-day high-alert regime covering the energy and hydrological sectors, citing diesel fuel shortages and risks to water supplies. [worsening] https://rbtfl.xyz/en/n/cernavoda-danube-0728 https://rbtfl.xyz/en/n/cernavoda-danube-0728 Sat, 01 Aug 2026 00:00:00 GMT Romania's state nuclear operator Nuclearelectrica shut down Unit 1 of the Cernavodă Nuclear Power Plant on July 27-28 due to record-low Danube water levels; by July 31 Romanian naval forces had been mobilised to support Unit 2's continued operation; Romania's water authority Apele Romane warned on August 1 that Cernavodă can function in current conditions for only another 4-5 days as the Danube falls 2-3 cm per day; Digi24 described the situation as the worst Danube energy crisis in the country's history [worsening] https://rbtfl.xyz/en/n/singapore-mas-0727 https://rbtfl.xyz/en/n/singapore-mas-0727 Tue, 28 Jul 2026 00:00:00 GMT Singapore's Monetary Authority tightened the S$ nominal effective exchange rate policy band on July 27 in an off-cycle surprise move, citing renewed inflationary pressure from oil prices driven higher by Middle East hostilities; the MAS manages inflation through the exchange rate rather than interest rates, making any adjustment a direct signal on price stability outlook [active] https://rbtfl.xyz/en/n/ukraine-udmurt-strike-0727 https://rbtfl.xyz/en/n/ukraine-udmurt-strike-0727 Wed, 29 Jul 2026 00:00:00 GMT Ukraine struck oil facilities in Russia's Udmurt Republic, 1,400 km from the front line, and in Yaroslavl Oblast on July 27, with Udmurt Governor Alexander Brechalov describing it as 'the most massive attack in recent times'; President Zelensky also confirmed strikes on an oil export terminal in Russia's Rostov region; a separate overnight drone hit an apartment block in Rostov-on-Don, killing two people and injuring eight [active] https://rbtfl.xyz/en/n/poland-fuel-windfall-veto-0727 https://rbtfl.xyz/en/n/poland-fuel-windfall-veto-0727 Tue, 28 Jul 2026 00:00:00 GMT Poland's president obstructed legislation that would have imposed a windfall tax on fuel companies' excess profits on July 27, drawing criticism from Prime Minister Donald Tusk's governing coalition; the veto arrives as oil prices remain high and Poland's government considers reviving fuel price caps, while a separate split in the opposition Law and Justice party provided a parallel political backdrop [active] https://rbtfl.xyz/en/n/houthi-saudi-0727 https://rbtfl.xyz/en/n/houthi-saudi-0727 Fri, 07 Aug 2026 00:00:00 GMT Yemen's Houthi movement attacked Saudi Arabia's East-West Pipeline and commercial vessels in the Red Sea and off the United Arab Emirates coast on or around July 27; Singapore's Foreign Ministry condemned the attacks, and oil prices fell sharply as traders weighed the strikes against the broader pause in US-Iran hostilities [escalating] https://rbtfl.xyz/en/n/pakistan-fuel-surge-0724 https://rbtfl.xyz/en/n/pakistan-fuel-surge-0724 Sat, 25 Jul 2026 00:00:00 GMT Pakistan's federal government announced another fuel price hike on the night of July 23, taking petrol to Rs331.52 per litre and high-speed diesel to Rs378.66 per litre effective July 24, bringing the cumulative increase for the month of July to more than Rs32 per litre as global crude prices rise on Hormuz tensions [active] https://rbtfl.xyz/en/n/brent-crude-100-iran-0724 https://rbtfl.xyz/en/n/brent-crude-100-iran-0724 Sat, 25 Jul 2026 00:00:00 GMT Brent crude oil topped US$100 per barrel on July 23, 2026, as Iran rejected a US ceasefire proposal and US-Iran strikes continued; Goldman Sachs warned the next stop could be US$120; Spain and Italy moved to plan emergency fuel-cost measures; Brent pulled back below US$100 on July 24 as European markets stabilized [worsening] https://rbtfl.xyz/en/n/eu-russia-sanctions21-0723 https://rbtfl.xyz/en/n/eu-russia-sanctions21-0723 Mon, 27 Jul 2026 00:00:00 GMT The European Union's ambassadors agreed a 21st round of sanctions against Russia on July 23, 2026, after Greece secured a renewable 12-month carve-out exempting Greek shipping company Dynagas from new restrictions on transporting Russian liquefied natural gas to clients outside the EU, removing the final bloc to the package [active] https://rbtfl.xyz/en/n/ecb-hold-0723 https://rbtfl.xyz/en/n/ecb-hold-0723 Fri, 24 Jul 2026 00:00:00 GMT The European Central Bank left its key rate unchanged at 2.25% on July 23, its first hold since hiking earlier in 2026, but President Christine Lagarde warned that surging oil prices could push the bank to raise rates again at the September meeting. Lagarde said the ECB expects inflation to remain well above target through the first half of 2027. [active] https://rbtfl.xyz/en/n/uk-burnham-pm-0720 https://rbtfl.xyz/en/n/uk-burnham-pm-0720 Mon, 27 Jul 2026 00:00:00 GMT A group of more than 120 UK millionaires, including former footballer Gary Lineker, musician Brian Eno, and filmmaker Richard Curtis, wrote an open letter on July 23 urging UK Prime Minister Andy Burnham to introduce a wealth tax and higher levies on the rich to fund public services; the Patriotic Millionaires UK group said wealth and power have been concentrated in too few hands for too long; separately, Burnham is facing a first major test over whether to allow North Sea oil drilling amid pressure from the US [active] https://rbtfl.xyz/en/n/houthi-saudi-tanker-attack-0723 https://rbtfl.xyz/en/n/houthi-saudi-tanker-attack-0723 Wed, 29 Jul 2026 00:00:00 GMT Houthi forces struck two Saudi-owned oil tankers in the Red Sea on July 22-23, the first confirmed attacks on Saudi vessels since the naval blockade declaration of July 20; the ENCELIA vessel caught fire, crew safe; Brent crude crossed US$100 per barrel for the first time since May; US President Trump threatened major military punishment for Iran and the Houthis [escalating] https://rbtfl.xyz/en/n/yen-crash-0722 https://rbtfl.xyz/en/n/yen-crash-0722 Fri, 24 Jul 2026 00:00:00 GMT The Japanese yen fell to 163 per US dollar on July 22, its weakest level in roughly 39 years, as Iran war tensions pushed dollar demand higher alongside a Brent crude surge above US$92 per barrel; Tokyo intervention talk mounted as the yen steadied slightly through the day [worsening] https://rbtfl.xyz/en/n/russia-fuelcrisis-0722 https://rbtfl.xyz/en/n/russia-fuelcrisis-0722 Thu, 23 Jul 2026 00:00:00 GMT Ukrainian strikes on Russian oil refineries have disrupted front-line military logistics to the point that Russian troops are rationing fuel and walking miles for supplies; on July 22 President Putin separately convened an economic meeting in Moscow focused on reducing Russia's budget dependency on oil and gas revenues [active] https://rbtfl.xyz/en/n/us-saudi-nuclear-deal-0722 https://rbtfl.xyz/en/n/us-saudi-nuclear-deal-0722 Fri, 24 Jul 2026 00:00:00 GMT US Energy Secretary Chris Wright and Saudi Energy Minister Abdulaziz bin Salman formally signed a 30-year nuclear cooperation agreement on July 23, 2026, giving Saudi Arabia a conditional pathway to domestic uranium enrichment; the deal drops the nonproliferation conditions the US required of the UAE in 2009 and triggered bipartisan US Congressional concern and unified alarm from four of Israel's senior opposition leaders, while Prime Minister Netanyahu's office has not commented [active] https://rbtfl.xyz/en/n/pakistan-fuel-price-0722 https://rbtfl.xyz/en/n/pakistan-fuel-price-0722 Thu, 23 Jul 2026 00:00:00 GMT Pakistan's Oil and Gas Regulatory Authority raised petrol prices by Rs4.93 to Rs320.73 per litre and high-speed diesel by Rs7.15 to Rs367.21 per litre effective July 22, the latest fortnightly revision announced on July 21, coming a day after the country's petrol pump owners launched a nationwide strike over a separate dispute about the pricing adjustment mechanism [active] https://rbtfl.xyz/en/n/italy-eu-energy-flexibility-0721 https://rbtfl.xyz/en/n/italy-eu-energy-flexibility-0721 Wed, 22 Jul 2026 00:00:00 GMT Italy's Prime Minister Giorgia Meloni met with coalition leaders Salvini, Tajani and Lupi at Palazzo Chigi on July 21 and agreed to activate the EU's national energy safeguard flexibility clause, giving the government approximately EUR 14 billion in extra fiscal headroom concentrated on high energy costs [resolved] https://rbtfl.xyz/en/n/russia-fas-fuel-0721 https://rbtfl.xyz/en/n/russia-fas-fuel-0721 Wed, 22 Jul 2026 00:00:00 GMT Russia's Federal Antitrust Service (FAS) opened 15 antitrust cases on July 21 against oil companies and independent participants in the petroleum products market, according to Russian state agency TASS; the cases target both vertically integrated oil firms and independent fuel traders [active] https://rbtfl.xyz/en/n/italy-meloni-eu-energy-0721 https://rbtfl.xyz/en/n/italy-meloni-eu-energy-0721 Thu, 23 Jul 2026 00:00:00 GMT Italian Prime Minister Giorgia Meloni convened a majority summit at Palazzo Chigi on July 21, reaching agreement with coalition leaders to activate the EU national safeguard clause and direct approximately 14 billion euros in additional spending over two years toward energy cost relief [active] https://rbtfl.xyz/en/n/philippines-power-rate-0721 https://rbtfl.xyz/en/n/philippines-power-rate-0721 Tue, 21 Jul 2026 00:00:00 GMT The Philippines Department of Energy (DOE) reported on July 20 that the country recorded the highest national average residential electricity rate among ASEAN nations in June 2026, at P12.43 per kilowatt hour, after power plant shutdowns in the Visayas forced grid operators to rely on more expensive backup generation [active] https://rbtfl.xyz/en/n/us-iran-hormuz-0720 https://rbtfl.xyz/en/n/us-iran-hormuz-0720 Thu, 23 Jul 2026 00:00:00 GMT The US military completed its 11th consecutive night of strikes on Iran on July 22 as the Strait of Hormuz and the Bab al-Mandeb were both reported closed; Defense Secretary Pete Hegseth disclosed the war has cost the Pentagon $37.5 billion; Iran's IRGC claimed it hit radar sites inside Kuwait; and Brent crude rose to near $95 per barrel as Secretary of State Marco Rubio said the US would continue strikes while remaining open to negotiations [active] https://rbtfl.xyz/en/n/pakistan-fuel-shutdown-0721 https://rbtfl.xyz/en/n/pakistan-fuel-shutdown-0721 Thu, 23 Jul 2026 00:00:00 GMT Pakistan's petrol pump owners announced a nationwide shutdown on July 21 after negotiations with the government broke down; they rejected a proposed daily fuel price review system, and vowed to continue the strike until the government accepted their demands, a day after Islamabad adjusted petrol and diesel prices. [active] https://rbtfl.xyz/en/n/ecowas-nigeria-morocco-pipeline-0720 https://rbtfl.xyz/en/n/ecowas-nigeria-morocco-pipeline-0720 Mon, 27 Jul 2026 00:00:00 GMT Leaders at an ECOWAS summit in Freetown signed an agreement on Sunday July 19 endorsing the Nigeria-Morocco African Atlantic Gas Pipeline, which would carry 30 billion cubic metres of natural gas per year from Nigeria through West Africa to Morocco and on to Europe; the project, launched by Morocco's King Mohammed VI, carries an estimated cost of US$250 billion [active] https://rbtfl.xyz/en/n/iran-gulf-allies-strikes-0720 https://rbtfl.xyz/en/n/iran-gulf-allies-strikes-0720 Thu, 23 Jul 2026 00:00:00 GMT Iranian missiles and drones hit civilian infrastructure in Kuwait and Bahrain on July 19-20, including a fire at a Kuwait power plant; Jordan intercepted three Iranian missiles; CNN confirmed a third US service member was killed in the campaign on July 20, bringing total American combat deaths to three; Washington has said its main objective is keeping oil and gas flowing through the Strait of Hormuz; a German outlet cited an Iranian insider saying mediators are pushing a 10-day ceasefire [escalating] https://rbtfl.xyz/en/n/nz-inflation-0721 https://rbtfl.xyz/en/n/nz-inflation-0721 Wed, 22 Jul 2026 00:00:00 GMT New Zealand's consumers price index rose 4.1% in the 12 months to June 2026, the highest reading since early 2024, driven primarily by petrol prices linked to Middle East supply disruption; New Zealand Finance Minister Nicola Willis attributed the rise to a 'Trump spike' caused by US tariff-linked commodity volatility [active] https://rbtfl.xyz/en/n/houthi-saudi-blockade-0720 https://rbtfl.xyz/en/n/houthi-saudi-blockade-0720 Fri, 24 Jul 2026 00:00:00 GMT The Houthi group declared an immediate maritime embargo on Saudi Arabia on July 20, citing what it called an unjust Saudi siege on Yemen, a move that analysts say threatens Saudi oil export routes and draws the Houthi conflict closer to the global energy market [escalating] https://rbtfl.xyz/en/n/nzfirst-oil-gas-0720 https://rbtfl.xyz/en/n/nzfirst-oil-gas-0720 Mon, 20 Jul 2026 00:00:00 GMT NZ First leader Winston Peters announced a NZ$1 billion fund for offshore oil and gas surveys at the party's 2026 election campaign launch in Auckland on July 19, framing fuel security as an 'existential threat'; the surveys would aim to identify resources for commercial drilling [pending-decision] https://rbtfl.xyz/en/n/ukraine-stavropol-jul19 https://rbtfl.xyz/en/n/ukraine-stavropol-jul19 Mon, 20 Jul 2026 00:00:00 GMT Ukrainian forces struck fuel storage facilities in Russia's Stavropol Krai and hit three shadow fleet vessels in the Black Sea on July 19; Russia's TASS reported fires in an industrial zone near Stavropol with no casualties, while President Volodymyr Zelensky said the strikes were a direct response to Russia's heaviest ballistic missile barrage on Kyiv [escalating] https://rbtfl.xyz/en/n/us-iran-darkhovin-0719 https://rbtfl.xyz/en/n/us-iran-darkhovin-0719 Tue, 21 Jul 2026 00:00:00 GMT US CENTCOM struck the construction site of Iran's Darkhovin nuclear power plant in Khuzestan province on July 19 in retaliation for the deaths of two US soldiers in Jordan; Iran's Atomic Energy Organisation condemned the attack as a strike on a safeguarded peaceful nuclear facility, and the IRGC reported shooting down an American MQ-9 Reaper drone over Ahvaz [escalating] https://rbtfl.xyz/en/n/kazakhstan-cpc-tanker-0719 https://rbtfl.xyz/en/n/kazakhstan-cpc-tanker-0719 Mon, 20 Jul 2026 00:00:00 GMT Ukrainian drones struck the tankers Asia and Nissos Ios at the Caspian Pipeline Consortium's marine terminal off Russia's Black Sea coast near Novorossiysk on Sunday, forcing a suspension of oil loadings; Kazakhstan condemned the attacks; no casualties were reported and CPC said an oil spill was prevented. [disrupted] https://rbtfl.xyz/en/n/irgc-gulf-strike-jul18 https://rbtfl.xyz/en/n/irgc-gulf-strike-jul18 Mon, 20 Jul 2026 00:00:00 GMT Iran's IRGC struck a Kuwait Petroleum Corporation oil site with reported injuries and hit a second Kuwaiti power and water plant early July 18, as Bahrain sounded air-raid sirens and Iran formally declared the MoU ceasefire agreement dead and expanded its target list to include a Saudi base and Kuwait water infrastructure [escalating] https://rbtfl.xyz/en/n/iraq-syria-pipeline-jul17 https://rbtfl.xyz/en/n/iraq-syria-pipeline-jul17 Mon, 20 Jul 2026 00:00:00 GMT Iraq's Oil Minister Bassem al-Abadi signed an agreement with Syria on July 17 to rebuild the long-dormant Kirkuk-to-Baniyas pipeline during Prime Minister Ali al-Zaidi's Washington visit; the US-backed project would create a Mediterranean export route bypassing the Strait of Hormuz and is part of a broader Chevron-anchored package of oil deals [active] https://rbtfl.xyz/en/n/hormuz-iea-warning-jul17 https://rbtfl.xyz/en/n/hormuz-iea-warning-jul17 Sun, 19 Jul 2026 00:00:00 GMT International Energy Agency Executive Director Fatih Birol warned on July 17 that oil markets are 'nervous' and the world should be 'worried' if US-Iran efforts to restore Hormuz flows do not succeed in the near term [disrupted] https://rbtfl.xyz/en/n/iran-irgc-energy-threat-jul15 https://rbtfl.xyz/en/n/iran-irgc-energy-threat-jul15 Mon, 20 Jul 2026 00:00:00 GMT Iran's Islamic Revolutionary Guard Corps declared Operation Nasr 2 on July 15, claiming strikes on US military facilities in Kuwait, Bahrain and Jordan, and threatened to halt all energy exports from the Middle East if the US naval blockade continues; Brent crude rose above US$85 as the US reimposed its Hormuz blockade and redirected two commercial vessels [escalating] https://rbtfl.xyz/en/n/greece-eu-lng-sanctions-jul17 https://rbtfl.xyz/en/n/greece-eu-lng-sanctions-jul17 Sat, 18 Jul 2026 00:00:00 GMT Athens demanded an exemption from a proposed ban on transporting Russian LNG to third countries, to protect Dynagas, a Greek shipping company whose Arctic tankers would become stranded assets; other EU member states called the veto 'shameless.' [pending-decision] https://rbtfl.xyz/en/n/zaporizhzhia-engineer-killed-jul15 https://rbtfl.xyz/en/n/zaporizhzhia-engineer-killed-jul15 Thu, 16 Jul 2026 00:00:00 GMT A Ukrainian drone struck a service car near Enerhodar on July 15, killing Oleksandr Yakovlev, chief engineer of the Zaporizhzhia Nuclear Power Plant, and his driver; IAEA Director General Rafael Grossi condemned the attack as an 'unacceptable' threat to nuclear safety, while Russia's Rosatom called it a deliberate act of terrorism and urged IAEA action [active] https://rbtfl.xyz/en/n/india-hydrogen-train-jul17 https://rbtfl.xyz/en/n/india-hydrogen-train-jul17 Sat, 18 Jul 2026 00:00:00 GMT Prime Minister Narendra Modi flagged off India's first hydrogen fuel-cell train on July 17 in Haryana, with the train beginning its commercial journey on the 89-km Jind-Sonipat route as part of a Rs 26,800 crore (roughly US$3.2bn) infrastructure package [active] https://rbtfl.xyz/en/n/kyrgyzstan-fuel-crisis-jul14 https://rbtfl.xyz/en/n/kyrgyzstan-fuel-crisis-jul14 Wed, 15 Jul 2026 00:00:00 GMT Kyrgyzstan imposed an emergency ban on road and rail fuel exports to protect domestic supplies, as Ukrainian drone attacks on Russian oil refineries cut the volume of petroleum products flowing south into Central Asia, hitting Kyrgyzstan and Tajikistan hardest. [worsening] https://rbtfl.xyz/en/n/trump-iraq-alzaidi-whitehouse-jul14 https://rbtfl.xyz/en/n/trump-iraq-alzaidi-whitehouse-jul14 Thu, 16 Jul 2026 00:00:00 GMT Iraqi Prime Minister Ali Falih al-Zaidi visited Washington on July 14 for the first bilateral summit of his tenure, with Trump describing 'tremendous chemistry' and al-Zaidi pledging to shift US-Iraq relations from military to economic [active] https://rbtfl.xyz/en/n/cuba-blackout-jul14 https://rbtfl.xyz/en/n/cuba-blackout-jul14 Thu, 16 Jul 2026 00:00:00 GMT Cuba's national power grid collapsed on July 14 at 11:05 a.m. local time, cutting electricity to all 10 million residents in the island's fifth complete blackout of 2026 and the third in roughly 10 days; Cuba's Energy Minister denied human error, and Al Jazeera reported the crisis is unfolding amid a US-imposed oil blockade that has progressively drained Cuba's fuel reserves [worsening] https://rbtfl.xyz/en/n/ukraine-salavat-refinery-jul14 https://rbtfl.xyz/en/n/ukraine-salavat-refinery-jul14 Thu, 16 Jul 2026 00:00:00 GMT Ukrainian drones struck the Gazprom Neftekhim Salavat petrochemical plant in Russia's Bashkortostan republic and the Afipsky refinery in Krasnodar Krai overnight July 13-14, setting both sites ablaze; Ukraine's Special Operations Forces confirmed the Bashkortostan hit in what APA called the last major Russian refinery to remain undamaged in 2026. [escalating] https://rbtfl.xyz/en/n/markets-iran-oil-jul13 https://rbtfl.xyz/en/n/markets-iran-oil-jul13 Wed, 15 Jul 2026 00:00:00 GMT Brent crude rose as much as 5% in early trading on July 13, 2026 as US and Iranian forces exchanged strikes; global stock markets fell, led by chip company shares including SK Hynix, and US President Trump's announcement of reinstating an 'Iranian blockade' through the Strait of Hormuz amplified oil-price moves [worsening] https://rbtfl.xyz/en/n/trump-saudi-nuclear-0722 https://rbtfl.xyz/en/n/trump-saudi-nuclear-0722 Thu, 23 Jul 2026 00:00:00 GMT US President Donald Trump approved a nuclear cooperation agreement with Saudi Arabia on or around July 21-22, 2026 that would allow the kingdom to enrich uranium for a civilian program; the deal, expected to be submitted to Congress within days, omits the standard safeguards the US has long required to prevent nuclear materials from being diverted to weapons, and makes no mention of normalisation with Israel [active] https://rbtfl.xyz/en/n/ukraine-syzran-refinery-strike-jul12 https://rbtfl.xyz/en/n/ukraine-syzran-refinery-strike-jul12 Mon, 13 Jul 2026 00:00:00 GMT Ukraine's military intelligence (HUR) hit the Syzran oil refinery in Russia's Samara Oblast overnight on July 11-12, setting the Rosneft facility ablaze around 800 km from the front line; the strike damaged the ELOU-AVT-5 crude distillation unit and drove Russian gasoline output to roughly 65% of summer demand; the same strike wave hit 10 tankers and four ferries in the Sea of Azov; Ukraine's General Staff confirmed the operations [escalating] https://rbtfl.xyz/en/n/indonesia-b50-biodiesel-0710 https://rbtfl.xyz/en/n/indonesia-b50-biodiesel-0710 Sat, 11 Jul 2026 00:00:00 GMT Indonesian President Prabowo Subianto launched the B50 biodiesel program in West Java on July 9-10, requiring all diesel sold in Indonesia to contain 50 percent palm-based biodiesel; the mandate, an extension of a blending program that began at 5 percent in 2006, makes Indonesia the first country to mandate a 50 percent biofuel blend and is expected to raise domestic palm oil demand while reducing available exports [active] https://rbtfl.xyz/en/n/canada-carney-riyadh-0708 https://rbtfl.xyz/en/n/canada-carney-riyadh-0708 Fri, 10 Jul 2026 00:00:00 GMT Canadian Prime Minister Mark Carney met Crown Prince Mohammed bin Salman in Jeddah on July 9, the first visit by a Canadian leader to Saudi Arabia in 26 years; the two sides announced a partnership across trade, education, technology and critical minerals; a Canadian business leader called the outcome a high-water mark for Canada-Saudi relations [resolved] https://rbtfl.xyz/en/n/ukraine-drones-oil-facilities-jul9 https://rbtfl.xyz/en/n/ukraine-drones-oil-facilities-jul9 Sat, 11 Jul 2026 00:00:00 GMT Ukraine struck oil depots and refineries in at least three Russian regions and set two oil tankers ablaze in the Sea of Azov overnight July 8-9, with Zelenskyy calling the campaign his 'long-range sanctions' on Russia; CNBC reported NATO allies are examining a US$40 billion counter-drone investment plan in response to Ukraine's expanding deep-strike capability [active] https://rbtfl.xyz/en/n/nigeria-tinubu-reserves-50bn-jul2026 https://rbtfl.xyz/en/n/nigeria-tinubu-reserves-50bn-jul2026 Thu, 09 Jul 2026 00:00:00 GMT Nigeria Revenue Service data published July 8 shows the country's external reserves rose from US$3.99bn to US$50.11bn and federal tax collections rose from ₦12.3tn to ₦28.3tn since President Bola Tinubu took office in May 2023; the Federal Ministry of Industry simultaneously reaffirmed Nigeria's readiness for global energy investment [active] https://rbtfl.xyz/en/n/adnoc-skorea-crude-supply-jul8 https://rbtfl.xyz/en/n/adnoc-skorea-crude-supply-jul8 Sat, 11 Jul 2026 00:00:00 GMT Abu Dhabi's state oil company ADNOC signed a strategic collaboration agreement with South Korea's Ministry of Trade, Industry and Resources on July 8, giving Seoul access to up to 24 million barrels of UAE crude and establishing joint emergency supply coordination and strategic storage cooperation [developing] https://rbtfl.xyz/en/n/europe-gas-storage-deficit-jul9 https://rbtfl.xyz/en/n/europe-gas-storage-deficit-jul9 Sat, 11 Jul 2026 00:00:00 GMT European gas storage targets are under growing pressure as weak market incentives slow injection rates ahead of the 2026-27 winter; buyers are reluctant to drive up LNG prices, and an EU methane regulation taking effect in 2027 may restrict supply further [worsening] https://rbtfl.xyz/en/n/nigeria-utm-flng-deal-jul8 https://rbtfl.xyz/en/n/nigeria-utm-flng-deal-jul8 Thu, 09 Jul 2026 00:00:00 GMT UTM Offshore signed a 15-year gas supply agreement with NNPC and Seplat in Abuja on July 8, securing 200 million standard cubic feet per day of feed gas for Nigeria's first floating LNG project; the deal is expected to unlock a final investment decision in Q4 2026 for the US$3 billion-plus project, which will produce 1.8 million tonnes of LNG per year [active] https://rbtfl.xyz/en/n/ukraine-saratov-tatarstan-drone-0708 https://rbtfl.xyz/en/n/ukraine-saratov-tatarstan-drone-0708 Thu, 09 Jul 2026 00:00:00 GMT Ukrainian forces struck Russia's Saratov Oil Refinery, a petrochemical plant in Tatarstan, tankers in Taganrog Bay, and a military airfield in the Voronezh region overnight on July 8; Russian regional authorities said at least two people were killed; Ukrainian President Volodymyr Zelensky confirmed the strikes [active] https://rbtfl.xyz/en/n/russia-diesel-ban-enacted-jul8 https://rbtfl.xyz/en/n/russia-diesel-ban-enacted-jul8 Sat, 11 Jul 2026 00:00:00 GMT Russia enacted a ban on diesel exports on July 8, 2026, after Ukrainian drone strikes on Saratov, Tatarstan and other facilities strained domestic fuel supply; at least two people were killed in the attacks and one tanker was hit in Taganrog Bay [disrupted] https://rbtfl.xyz/en/n/ukraine-st-petersburg-drone-jul4 https://rbtfl.xyz/en/n/ukraine-st-petersburg-drone-jul4 Wed, 08 Jul 2026 00:00:00 GMT An overnight drone barrage hit the Vysotsk port oil terminal and Kronstadt naval facility, roughly 850 km from Ukraine's front lines; Russian governor confirmed a 'large-scale' attack and a major fire at the terminal [escalating] https://rbtfl.xyz/en/n/opec-aug-output-hike-jul2026 https://rbtfl.xyz/en/n/opec-aug-output-hike-jul2026 Sat, 11 Jul 2026 00:00:00 GMT Seven core OPEC+ members meet virtually on Sunday July 5 to approve a fifth straight 188,000-barrel-per-day increase for August; Brent crude has fallen to its lowest level since Iran's February closure of the Strait of Hormuz [active] https://rbtfl.xyz/en/n/ukraine-refinery-campaign-8of10-jul2026 https://rbtfl.xyz/en/n/ukraine-refinery-campaign-8of10-jul2026 Mon, 13 Jul 2026 00:00:00 GMT Ukraine's 40-day refinery campaign has now reached 8 of Russia's 10 largest processing plants; the Lukoil NORSI facility in Nizhny Novgorod, Russia's fourth-largest refinery and second-biggest domestic gasoline producer, halted operations on July 3 after a strike destroyed its primary crude distillation unit [active] https://rbtfl.xyz/en/n/hormuz-oil-glut-risk-jul2 https://rbtfl.xyz/en/n/hormuz-oil-glut-risk-jul2 Wed, 08 Jul 2026 00:00:00 GMT Traffic through the Strait reached roughly 32-42% of pre-war normal by early July; Morgan Stanley cut oil forecasts twice in two weeks, citing a supply overhang as Middle Eastern crude floods back into a market weakened by Chinese demand softness [disrupted] https://rbtfl.xyz/en/n/kazakhstan-investment-2026 https://rbtfl.xyz/en/n/kazakhstan-investment-2026 Fri, 03 Jul 2026 00:00:00 GMT The 38th Foreign Investors' Council in Astana on July 2, 2026 produced US$1bn VEON expansion and 1.3bn euro in EBRD commitments; Tengiz oil output restoration in January set a capacity baseline as Kazakhstan navigated Russian pipeline disruptions to Germany [active] https://rbtfl.xyz/en/n/malawi-uranium-kayelekera-2026 https://rbtfl.xyz/en/n/malawi-uranium-kayelekera-2026 Fri, 03 Jul 2026 00:00:00 GMT Lotus Resources has secured binding contracts with three North American power utilities for 3.5-3.8 million lbs of uranium; the government holds a 15% stake and a 5% royalty [active] https://rbtfl.xyz/en/n/paraguay-itaipu-annexc-2026 https://rbtfl.xyz/en/n/paraguay-itaipu-annexc-2026 Fri, 03 Jul 2026 00:00:00 GMT Paraguay and Brazil failed to reach agreement on a revised Annex C electricity-sharing formula at the Mercosur summit in Asunción on 2 July 2026, despite a countdown to the expiry of the 2024 bridge tariff and the 2007 Operational Agreement; Paraguay's electricity utility ANDE has acknowledged the dual expiry will require a fundamentally new negotiating structure from January 2027 [pending-decision] https://rbtfl.xyz/en/n/dangote-africa-refinery-push https://rbtfl.xyz/en/n/dangote-africa-refinery-push Thu, 02 Jul 2026 00:00:00 GMT Africa's richest man unveiled a 2,000 MW coal plant, urea factory and port in Tanzania after talks with President Suluhu; Congo's national oil company separately opened supply talks with the Lagos refinery, part of a US$46 billion 2026-2028 expansion [active] https://rbtfl.xyz/en/n/oil-q2-crash-2026 https://rbtfl.xyz/en/n/oil-q2-crash-2026 Thu, 02 Jul 2026 00:00:00 GMT Brent is on track for a 30% Q2 decline, WTI for 24%, both the largest falls since Q2 2020; a flood of Gulf barrels pent up during the war is rejoining world supply as every tentative peace signal drives another leg down [easing] https://rbtfl.xyz/en/n/urenco-cascade5-jun30 https://rbtfl.xyz/en/n/urenco-cascade5-jun30 Thu, 09 Jul 2026 00:00:00 GMT The New Mexico centrifuge plant cleared a milestone on June 30 as its fifth separative-work-unit cascade began operating, a tangible step in the US push to wean its nuclear sector off Russian-linked supply chains after the Iran war [active] https://rbtfl.xyz/en/n/cambodia-clean-energy-63pct-2026 https://rbtfl.xyz/en/n/cambodia-clean-energy-63pct-2026 Fri, 03 Jul 2026 00:00:00 GMT Cambodia's Minister of Mines and Energy said on June 28 that over 63% of the country's electricity now comes from clean sources, primarily hydropower, solar and biomass, tracking ahead of a 70% target for 2030 that exceeds the ASEAN regional goal of 35% [active] https://rbtfl.xyz/en/n/gold-q2-record-decline-jun30 https://rbtfl.xyz/en/n/gold-q2-record-decline-jun30 Wed, 01 Jul 2026 00:00:00 GMT Spot gold ended the June 30 Asian session near $3,942, a year-to-date low, and will close Q2 roughly 14% lower, erasing its entire 2026 gain, as Fed rate-hike expectations and a cooling Iran ceasefire reversed the safe-haven bid that pushed gold to $5,598 in January. [active] https://rbtfl.xyz/en/n/india-haldia-fire-jun30 https://rbtfl.xyz/en/n/india-haldia-fire-jun30 Wed, 01 Jul 2026 00:00:00 GMT A predawn blaze at one of India's largest petrochemical complexes burned for hours; five workers are in critical condition and a nearby rail line was suspended [active] https://rbtfl.xyz/en/n/washington-california-quebec-carbon-market-jun29 https://rbtfl.xyz/en/n/washington-california-quebec-carbon-market-jun29 Wed, 01 Jul 2026 00:00:00 GMT Governor Ferguson signed the agreement in Seattle on June 29 to join Washington's cap-and-invest programme with the decade-old California-Quebec cap-and-trade system, creating a three-jurisdiction carbon bloc covering roughly 130 million people; the merged market is expected to start operating in 2027 [active] https://rbtfl.xyz/en/n/india-russia-crude-record-jun29 https://rbtfl.xyz/en/n/india-russia-crude-record-jun29 Wed, 01 Jul 2026 00:00:00 GMT India is on track to import 2.35 million barrels per day of Russian crude in June 2026, topping the May 2023 record, as the Strait of Hormuz disruption forces refiners to replace Gulf supply with Russian barrels at a $4-$5/bbl discount; the US sanctions waiver on Russian seaborne oil sales lapsed June 17 without renewal [active] https://rbtfl.xyz/en/n/vietnam-carbon-exchange-jun29 https://rbtfl.xyz/en/n/vietnam-carbon-exchange-jun29 Mon, 29 Jun 2026 00:00:00 GMT Hanoi Stock Exchange begins pilot trading for 110 industrial facilities covering thermal power, steel, and cement , 511 million tCO2e allocated for 2025-2026, first-day price around $5 per tonne [active] https://rbtfl.xyz/en/n/iran-us-doha-conclusion-jul2 https://rbtfl.xyz/en/n/iran-us-doha-conclusion-jul2 Sat, 04 Jul 2026 00:00:00 GMT Iranian Deputy FM Gharibabadi announces two days of indirect Qatari-Pakistani-mediated talks have ended with 'positive progress' on Hormuz and $6 billion in assets; next round after July 9 [active] https://rbtfl.xyz/en/n/opec-brent-67-fourth-hike-jul2 https://rbtfl.xyz/en/n/opec-brent-67-fourth-hike-jul2 Wed, 08 Jul 2026 00:00:00 GMT The group's +188,000 bpd July hike brings cumulative increases since April above 600,000 bpd; Iranian exports and US-Iran Hormuz talks are driving the steepest oil price decline of 2026 [active] https://rbtfl.xyz/en/n/indonesia-prabowo-surabaya-protest-jun28 https://rbtfl.xyz/en/n/indonesia-prabowo-surabaya-protest-jun28 Mon, 29 Jun 2026 00:00:00 GMT Around 100 demonstrators gathered near Surabaya's provincial government building on June 27 to oppose a 30% rise in non-subsidised gasoline and Prabowo's flagship free-meals scheme; rocks were thrown and rubbish set alight before police moved in [active] https://rbtfl.xyz/en/n/hormuz-vlcc-kiku-strike-jun27 https://rbtfl.xyz/en/n/hormuz-vlcc-kiku-strike-jun27 Mon, 29 Jun 2026 00:00:00 GMT At 08:00 UTC on June 27, an unidentified projectile hit the 300,866-tonne crude carrier Kiku, laden with 2 million barrels of oil; the crew escaped injury but the bridge sustained damage, and the UK maritime agency upgraded the waterway's threat rating within hours [escalating] https://rbtfl.xyz/en/n/aramco-ras-tanura-crash-jun28 https://rbtfl.xyz/en/n/aramco-ras-tanura-crash-jun28 Wed, 01 Jul 2026 00:00:00 GMT A company helicopter went down at 03:00 GMT Sunday at the world's largest oil loading terminal, two days after Ras Tanura reopened to tankers following a four-month halt; all 14 passengers were Saudi nationals, and Riyadh opened an investigation [active] https://rbtfl.xyz/en/n/ukraine-slavyansk-yaroslavl-refinery-jun28 https://rbtfl.xyz/en/n/ukraine-slavyansk-yaroslavl-refinery-jun28 Sun, 28 Jun 2026 00:00:00 GMT Long-range Ukrainian drones set the Slavyansk ECO refinery in Krasnodar ablaze and hit a second facility in Yaroslavl Oblast on the night of June 27-28, the same day Putin publicly acknowledged Russia's 'difficult period' on fuel supply. [active] https://rbtfl.xyz/en/n/russia-putin-fuel-admission-jun29 https://rbtfl.xyz/en/n/russia-putin-fuel-admission-jun29 Wed, 01 Jul 2026 00:00:00 GMT In a Kremlin meeting with oil executives followed by a state-TV interview, Putin said 'we are observing a certain shortage, but it is not critical' , the first public acknowledgment after a month of denials, with 55 of 83 regions under rationing [active] https://rbtfl.xyz/en/n/hormuz-mines-imo-estimate-jun26 https://rbtfl.xyz/en/n/hormuz-mines-imo-estimate-jun26 Sat, 27 Jun 2026 00:00:00 GMT The UN's maritime agency counted roughly 80 explosives in the Traffic Separation Scheme; two alternative corridors have formed, one US-coordinated along Oman's coast, one Iran-controlled closer to the Iranian shore [disrupted] https://rbtfl.xyz/en/n/south-korea-fuel-cap-h2 https://rbtfl.xyz/en/n/south-korea-fuel-cap-h2 Fri, 26 Jun 2026 00:00:00 GMT Finance Minister Koo Yun-cheol announces the government will cut the petrol price cap to reflect falling crude and extend the freeze on electricity and gas tariffs through year-end [active] https://rbtfl.xyz/en/n/france-nuclear-edf-heatwave-jun25 https://rbtfl.xyz/en/n/france-nuclear-edf-heatwave-jun25 Fri, 26 Jun 2026 00:00:00 GMT 4 GW goes offline, 6% of French nuclear capacity, as Seine and Rhone temperatures breach discharge thresholds; RTE grid stress warning already in force [active] https://rbtfl.xyz/en/n/russia-fuel-kazakhstan-gasoline-jun25 https://rbtfl.xyz/en/n/russia-fuel-kazakhstan-gasoline-jun25 Fri, 26 Jun 2026 00:00:00 GMT Moscow's Kapotnya plant is offline until year-end; 17-plus regions face sales caps; Astana says no official request has arrived [worsening] https://rbtfl.xyz/en/n/brent-crude-iran-recovery https://rbtfl.xyz/en/n/brent-crude-iran-recovery Sat, 27 Jun 2026 00:00:00 GMT Brent settled at $71.99 on June 26, its lowest since late February, before war-risk buyers stepped in after IRGC drone strikes on Bahrain and a second Hormuz tanker hit on June 27 [easing] https://rbtfl.xyz/en/n/saudi-ras-tanura-restart-2026 https://rbtfl.xyz/en/n/saudi-ras-tanura-restart-2026 Mon, 29 Jun 2026 00:00:00 GMT The world's biggest oil port reopens to tankers as the Gulf supply shut-in unwinds [easing] https://rbtfl.xyz/en/n/brent-crude-contango-jun25 https://rbtfl.xyz/en/n/brent-crude-contango-jun25 Wed, 01 Jul 2026 00:00:00 GMT The benchmark settles below $70 and flips its curve structure for the first time since before the strait closed [easing] https://rbtfl.xyz/en/n/china-15fyp-clean-energy-2026 https://rbtfl.xyz/en/n/china-15fyp-clean-energy-2026 Fri, 26 Jun 2026 00:00:00 GMT The NPC approved the plan on June 25, raising the renewable electricity share from 22% to 30% by 2030 and triggering a two-year campaign to upgrade energy-intensive industry [active] https://rbtfl.xyz/en/n/iraq-opec-exit-threat-jun25 https://rbtfl.xyz/en/n/iraq-opec-exit-threat-jun25 Fri, 26 Jun 2026 00:00:00 GMT The oil ministry said a decision 'will have to be made' on membership unless Iraq gets a higher output ceiling; officials reversed course within hours, calling it unofficial [active] https://rbtfl.xyz/en/n/irgc-oman-hormuz-route-rejection-2026-06-25 https://rbtfl.xyz/en/n/irgc-oman-hormuz-route-rejection-2026-06-25 Fri, 26 Jun 2026 00:00:00 GMT A day after Oman and the IMO opened a fee-free transit route, Iran's Guards call it 'unacceptable' and demand mandatory coordination on Channel 16 [disrupted] https://rbtfl.xyz/en/n/krasnodar-poltavskaya-depot-strike-2026-06-25 https://rbtfl.xyz/en/n/krasnodar-poltavskaya-depot-strike-2026-06-25 Fri, 26 Jun 2026 00:00:00 GMT Three fuel tanks ablaze near occupied Crimea as Kyiv presses its campaign on Russia's refining and logistics, deepening a domestic diesel crunch [active] https://rbtfl.xyz/en/n/oil-hormuz-recovery-slide-2026-06-25 https://rbtfl.xyz/en/n/oil-hormuz-recovery-slide-2026-06-25 Fri, 26 Jun 2026 00:00:00 GMT Crude had fallen 40% from its wartime peak by June 25, then a projectile hit an Evergreen container ship in Hormuz and war-risk premiums snapped back [disrupted] https://rbtfl.xyz/en/n/ukraine-orenburg-gas-strike-2026 https://rbtfl.xyz/en/n/ukraine-orenburg-gas-strike-2026 Thu, 25 Jun 2026 00:00:00 GMT Ukraine's General Staff says overnight strikes set the Orenburg Gas Processing Complex ablaze and hit two satellite communications centres; the facility produces helium for Russian missiles and ethane for rocket propellants [escalating] https://rbtfl.xyz/en/n/albemarle-dossier https://rbtfl.xyz/en/n/albemarle-dossier Fri, 03 Jul 2026 00:00:00 GMT The world's largest lithium producer by volume, US-listed Albemarle operates brine and hard-rock assets across Chile, Australia, and the United States that form the backbone of Western EV battery supply. https://rbtfl.xyz/en/n/ammonia-dossier https://rbtfl.xyz/en/n/ammonia-dossier Fri, 03 Jul 2026 00:00:00 GMT The world's second-most-produced chemical and the feedstock for all synthetic nitrogen fertilizers, supporting food production for roughly half the global population. https://rbtfl.xyz/en/n/brent-crude-dossier https://rbtfl.xyz/en/n/brent-crude-dossier Fri, 03 Jul 2026 00:00:00 GMT The North Sea crude benchmark used to price roughly 80% of globally traded oil, underpinning government budgets, inflation, and energy security calculations worldwide. https://rbtfl.xyz/en/n/cape-of-good-hope-dossier https://rbtfl.xyz/en/n/cape-of-good-hope-dossier Fri, 03 Jul 2026 00:00:00 GMT South Africa's rocky southern cape where the Atlantic meets the Indian Ocean, the primary bypass route when Suez or Hormuz close, carrying 11% of global seaborne oil. https://rbtfl.xyz/en/n/china-grid-dossier https://rbtfl.xyz/en/n/china-grid-dossier Fri, 03 Jul 2026 00:00:00 GMT The world's largest electricity network by capacity, China's state-owned grid is the infrastructure bottleneck deciding how fast the country's massive renewable fleet displaces coal. https://rbtfl.xyz/en/n/climate-tech-dossier https://rbtfl.xyz/en/n/climate-tech-dossier Fri, 03 Jul 2026 00:00:00 GMT The global sector targeting decarbonization and clean energy drew US$40.5 billion in venture and growth capital in 2025, as AI power demand merged climate and infrastructure investing. https://rbtfl.xyz/en/n/cobalt-dossier https://rbtfl.xyz/en/n/cobalt-dossier Fri, 03 Jul 2026 00:00:00 GMT The transition metal underpinning lithium-ion batteries, with the Democratic Republic of Congo supplying roughly 76% of world mine output and wielding OPEC-style export quotas since late 2025. https://rbtfl.xyz/en/n/cyprus-dossier https://rbtfl.xyz/en/n/cyprus-dossier Fri, 03 Jul 2026 00:00:00 GMT Cyprus is an EU member partitioned since 1974, with Turkey occupying its north, gas fields in its waters disputed, and UN reunification talks at a 2026 deadline. https://rbtfl.xyz/en/n/data-centers-dossier https://rbtfl.xyz/en/n/data-centers-dossier Fri, 03 Jul 2026 00:00:00 GMT AI data centres consumed an estimated 415 TWh of electricity globally in 2024, about 1.5% of world demand, and are projected to nearly double by 2030, reshaping grid planning in the United States, China, and Europe while triggering ratepayer conflicts, water-rights suits, and a race to contract nuclear generation. https://rbtfl.xyz/en/n/direct-lithium-extraction-dossier https://rbtfl.xyz/en/n/direct-lithium-extraction-dossier Fri, 03 Jul 2026 00:00:00 GMT Selective lithium recovery from brine without solar evaporation ponds, achieving over 90% yield; the technology reshaping lithium supply in Chile, Argentina, and the US Smackover Formation. https://rbtfl.xyz/en/n/dubai-crude-dossier https://rbtfl.xyz/en/n/dubai-crude-dossier Fri, 03 Jul 2026 00:00:00 GMT The Arabian Gulf crude benchmark used by Saudi Arabia, the UAE, Kuwait, and Iraq to price roughly 12-14 million barrels per day of oil exports to Asia. https://rbtfl.xyz/en/n/energy-gas-lng-backgrounder https://rbtfl.xyz/en/n/energy-gas-lng-backgrounder Fri, 03 Jul 2026 00:00:00 GMT Natural gas is the world's swing fuel, priced on six regional benchmarks whose gaps reveal who controls supply and who bears the risk. https://rbtfl.xyz/en/n/energy-nuclear-uranium-backgrounder https://rbtfl.xyz/en/n/energy-nuclear-uranium-backgrounder Fri, 03 Jul 2026 00:00:00 GMT Five entities spanning Kazakhstan's uranium mines, Russia's enrichment cascades, and next-generation reactor designs determine nuclear energy security, commodity prices, and proliferation risk. https://rbtfl.xyz/en/n/energy-oil-backgrounder https://rbtfl.xyz/en/n/energy-oil-backgrounder Fri, 03 Jul 2026 00:00:00 GMT Three benchmark grades, one production cartel, US shale, and a US strategic reserve together set the oil price that drives inflation, trade balances and geopolitics. https://rbtfl.xyz/en/n/energy-power-grids-backgrounder https://rbtfl.xyz/en/n/energy-power-grids-backgrounder Fri, 03 Jul 2026 00:00:00 GMT Electricity grids move power from generators to consumers; their capacity and geography now decide the pace, cost, and reliability of every country's energy shift. https://rbtfl.xyz/en/n/energy-refining-backgrounder https://rbtfl.xyz/en/n/energy-refining-backgrounder Fri, 03 Jul 2026 00:00:00 GMT Global refining capacity, margins, closures, and supply shocks that determine whether regions have enough diesel, gasoline, and jet fuel. https://rbtfl.xyz/en/n/energy-renewables-storage-backgrounder https://rbtfl.xyz/en/n/energy-renewables-storage-backgrounder Fri, 03 Jul 2026 00:00:00 GMT Solar, wind and grid-scale batteries are adding capacity faster than any technology in history, reshaping power markets, commodity flows and national energy strategies. https://rbtfl.xyz/en/n/enrichment-dossier https://rbtfl.xyz/en/n/enrichment-dossier Fri, 03 Jul 2026 00:00:00 GMT The process that raises uranium's fissile U-235 concentration for reactor fuel or weapons, a dual-use chokepoint central to the Iran nuclear standoff and Russia-West fuel decoupling. https://rbtfl.xyz/en/n/ercot-dossier https://rbtfl.xyz/en/n/ercot-dossier Fri, 03 Jul 2026 00:00:00 GMT Texas's independent grid operator managing 90% of the US state's electricity load for 26 million customers, central to data-center demand and grid reliability debates. https://rbtfl.xyz/en/n/eu-grid-dossier https://rbtfl.xyz/en/n/eu-grid-dossier Fri, 03 Jul 2026 00:00:00 GMT The 40-operator, 36-country high-voltage network coordinating Europe's power supply, central to the clean-energy transition, AI demand surge, and post-Ukraine security realignment. https://rbtfl.xyz/en/n/greece-turkey-aegean-dossier https://rbtfl.xyz/en/n/greece-turkey-aegean-dossier Fri, 03 Jul 2026 00:00:00 GMT A five-layered dispute between two NATO allies over Aegean territorial waters, airspace, the continental shelf, island militarization, and flight-information authority, frozen since 1995 and flaring again in 2026. https://rbtfl.xyz/en/n/henry-hub-dossier https://rbtfl.xyz/en/n/henry-hub-dossier Fri, 03 Jul 2026 00:00:00 GMT The US natural gas spot-price benchmark near Erath, Louisiana, where 13 pipelines converge and the world's most-traded gas futures contract settles. https://rbtfl.xyz/en/n/iran-oil-evasion-dossier https://rbtfl.xyz/en/n/iran-oil-evasion-dossier Fri, 03 Jul 2026 00:00:00 GMT Iran routes roughly 1.5 million barrels of crude per day through a shadow fleet and front-company network to circumvent US and EU sanctions that have been in place since the 1990s. https://rbtfl.xyz/en/n/jkm-dossier https://rbtfl.xyz/en/n/jkm-dossier Fri, 03 Jul 2026 00:00:00 GMT The JKM (Japan/Korea Marker), assessed daily by S&P Global since 2009, is the benchmark price for LNG spot cargoes delivered to Japan, South Korea, China, and Taiwan. https://rbtfl.xyz/en/n/kazatomprom-dossier https://rbtfl.xyz/en/n/kazatomprom-dossier Fri, 03 Jul 2026 00:00:00 GMT Kazakhstan's state uranium miner supplies roughly 40% of global primary uranium, making it the single largest swing factor in world uranium prices. https://rbtfl.xyz/en/n/lithium-dossier https://rbtfl.xyz/en/n/lithium-dossier Fri, 03 Jul 2026 00:00:00 GMT The lightest solid metal and core material in EV and grid-storage batteries; China refines roughly 70% of global output, making lithium the central critical-mineral security flashpoint of the energy transition. https://rbtfl.xyz/en/n/mozambique-cabo-delgado-dossier https://rbtfl.xyz/en/n/mozambique-cabo-delgado-dossier Fri, 03 Jul 2026 00:00:00 GMT Mozambique's northernmost province hosts an IS-linked insurgency, active since 2017, that has killed 6,600+, displaced 474,000 people, and frozen a US$20 billion LNG project. https://rbtfl.xyz/en/n/opec-dossier https://rbtfl.xyz/en/n/opec-dossier Fri, 03 Jul 2026 00:00:00 GMT The Vienna-based cartel of 22 oil-producing nations that coordinates roughly 59% of global crude supply, setting production quotas that move world oil prices. https://rbtfl.xyz/en/n/pjm-dossier https://rbtfl.xyz/en/n/pjm-dossier Fri, 03 Jul 2026 00:00:00 GMT The largest US electric grid operator, coordinating wholesale power for 67 million people across 13 states and DC, now under acute strain from AI data-center demand. https://rbtfl.xyz/en/n/platinum-dossier https://rbtfl.xyz/en/n/platinum-dossier Fri, 03 Jul 2026 00:00:00 GMT A platinum-group metal mined overwhelmingly in South Africa and Russia, supplying diesel autocatalysts, industrial processes, and green-hydrogen electrolysers, with global supply in structural deficit since 2023. https://rbtfl.xyz/en/n/qatar-lng-dossier https://rbtfl.xyz/en/n/qatar-lng-dossier Fri, 03 Jul 2026 00:00:00 GMT Qatar operates the world's largest single-country LNG export complex from Ras Laffan, supplying roughly a fifth of globally traded liquefied natural gas. https://rbtfl.xyz/en/n/rosatom-dossier https://rbtfl.xyz/en/n/rosatom-dossier Fri, 03 Jul 2026 00:00:00 GMT Russia's state nuclear corporation is the world's largest exporter of reactor technology, holding a $200bn-plus foreign order book across 10 countries despite Western sanctions. https://rbtfl.xyz/en/n/russian-crude-dossier https://rbtfl.xyz/en/n/russian-crude-dossier Fri, 03 Jul 2026 00:00:00 GMT Russia's exported petroleum blends, primarily Urals, fund roughly one-third of Russia's federal budget and are the primary target of G7 and EU oil sanctions since 2022. https://rbtfl.xyz/en/n/russian-pipeline-gas-dossier https://rbtfl.xyz/en/n/russian-pipeline-gas-dossier Fri, 03 Jul 2026 00:00:00 GMT The Gazprom-operated export pipeline network that once supplied 40% of EU gas, dismantled by Russia's 2022 Ukraine invasion and now banned under EU Regulation EU/261/2026. https://rbtfl.xyz/en/n/smr-dossier https://rbtfl.xyz/en/n/smr-dossier Fri, 03 Jul 2026 00:00:00 GMT Nuclear reactors up to 300 MWe per module, factory-built for speed; the United States, United Kingdom, and China are racing to commercial operation as AI data centres create demand. https://rbtfl.xyz/en/n/spr-dossier https://rbtfl.xyz/en/n/spr-dossier Fri, 03 Jul 2026 00:00:00 GMT Emergency crude oil stockpiles held by governments worldwide under IEA rules, led by the US SPR, which acts as the primary global buffer against oil supply shocks. https://rbtfl.xyz/en/n/strait-of-hormuz-dossier https://rbtfl.xyz/en/n/strait-of-hormuz-dossier Fri, 03 Jul 2026 00:00:00 GMT The narrow channel between Iran and Oman's Musandam Peninsula is the world's single most critical oil shipping chokepoint, carrying roughly 20 million barrels per day, and its security status in 2026 became the defining variable in global energy markets. https://rbtfl.xyz/en/n/strait-of-malacca-dossier https://rbtfl.xyz/en/n/strait-of-malacca-dossier Fri, 03 Jul 2026 00:00:00 GMT Shared by Malaysia, Singapore, and Indonesia, the Strait of Malacca carries 23 million barrels of oil daily, more than any other chokepoint, linking Middle Eastern suppliers to Asian markets. https://rbtfl.xyz/en/n/ttf-dossier https://rbtfl.xyz/en/n/ttf-dossier Fri, 03 Jul 2026 00:00:00 GMT Europe's dominant natural gas price benchmark, a Dutch virtual hub operated by Gasunie Transport Services whose prices govern wholesale supply, storage targets, and global LNG contracts across the EU. https://rbtfl.xyz/en/n/uranium-dossier https://rbtfl.xyz/en/n/uranium-dossier Fri, 03 Jul 2026 00:00:00 GMT Uranium is the raw fuel of every commercial nuclear reactor, with Kazakhstan, Canada, and Australia controlling supply chains that underpin civil energy and proliferation risk worldwide. https://rbtfl.xyz/en/n/urea-dossier https://rbtfl.xyz/en/n/urea-dossier Fri, 03 Jul 2026 00:00:00 GMT The most widely traded nitrogen fertilizer globally, derived from natural gas or coal, with the Persian Gulf supplying 36 percent of exports and China's coal-based output setting the world price floor. https://rbtfl.xyz/en/n/us-lng-dossier https://rbtfl.xyz/en/n/us-lng-dossier Fri, 03 Jul 2026 00:00:00 GMT The United States became the world's largest LNG exporter in 2023, shipping chilled natural gas from nine Gulf Coast and Atlantic terminals to Europe, Asia, and beyond. https://rbtfl.xyz/en/n/us-shale-dossier https://rbtfl.xyz/en/n/us-shale-dossier Fri, 03 Jul 2026 00:00:00 GMT The US hydraulic-fracturing industry that lifted America to the world's top crude producer and acts as the global swing supply that caps oil-price spikes. https://rbtfl.xyz/en/n/venezuela-oil-dossier https://rbtfl.xyz/en/n/venezuela-oil-dossier Fri, 03 Jul 2026 00:00:00 GMT Venezuela holds the world's largest proven oil reserves but produces a fraction of its peak output, making its recovery the most consequential upstream story in the Western Hemisphere. https://rbtfl.xyz/en/n/venezuela-sanctions-dossier https://rbtfl.xyz/en/n/venezuela-sanctions-dossier Fri, 03 Jul 2026 00:00:00 GMT The US-led multilateral sanctions regime targeting Venezuela's government and state oil company PDVSA, now in partial rollback after Maduro's January 2026 capture. https://rbtfl.xyz/en/n/vlcc-rates-dossier https://rbtfl.xyz/en/n/vlcc-rates-dossier Fri, 03 Jul 2026 00:00:00 GMT Spot freight rates for the supertankers that move Persian Gulf crude in 2-million-barrel loads, the market signal that fastest reflects sanctions, war-risk, and chokepoint closures. https://rbtfl.xyz/en/n/wti-dossier https://rbtfl.xyz/en/n/wti-dossier Fri, 03 Jul 2026 00:00:00 GMT The US crude oil benchmark priced at Cushing, Oklahoma, underpinning North American energy markets and influencing government budgets and inflation worldwide. https://rbtfl.xyz/en/n/armenia-azerbaijan-tripp-corridor-rollout https://rbtfl.xyz/en/n/armenia-azerbaijan-tripp-corridor-rollout Wed, 24 Jun 2026 00:00:00 GMT A 99-year US development lease over the Zangezur strip moves from framework to implementation, rewiring South Caucasus transit and alarming Tehran and Moscow [stable] https://rbtfl.xyz/en/n/dubai-osp-asia-demand-2026 https://rbtfl.xyz/en/n/dubai-osp-asia-demand-2026 Wed, 24 Jun 2026 00:00:00 GMT The Dubai M1–M3 spread collapses from ~$37 to ~$8/bbl as the war premium fades, but Aramco's lagging formula left July differentials high enough to push China's Saudi intake toward ~600,000 bpd [easing] https://rbtfl.xyz/en/n/europe-refinery-capacity-cull-2026 https://rbtfl.xyz/en/n/europe-refinery-capacity-cull-2026 Wed, 24 Jun 2026 00:00:00 GMT After Grangemouth, Shell's Wesseling and BP's Gelsenkirchen cut ~3% of European capacity, tightening product markets just as global cracks run hot [worsening] https://rbtfl.xyz/en/n/gerd-fourth-filling-2026 https://rbtfl.xyz/en/n/gerd-fourth-filling-2026 Wed, 24 Jun 2026 00:00:00 GMT With the dam inaugurated and the reservoir near 24 billion cubic metres, Cairo says the unilateral June filling threatens its water security as the Blue Nile drops [stable] https://rbtfl.xyz/en/n/henry-hub-2026-supply-glut https://rbtfl.xyz/en/n/henry-hub-2026-supply-glut Wed, 24 Jun 2026 00:00:00 GMT EIA nudges its 2026 Henry Hub forecast up to $3.60 even as associated-gas growth keeps prices flat against all-time LNG feedgas demand [easing] https://rbtfl.xyz/en/n/hvdc-transmission-buildout-2026 https://rbtfl.xyz/en/n/hvdc-transmission-buildout-2026 Wed, 24 Jun 2026 00:00:00 GMT Champlain Hudson energises and Cimarron Link and Southern Spirit progress, but planners say new lines still lag load growth and renewables [active] https://rbtfl.xyz/en/n/iran-water-power-crisis https://rbtfl.xyz/en/n/iran-water-power-crisis Wed, 01 Jul 2026 00:00:00 GMT Rolling blackouts and reservoirs near 5% collide with a sixth drought year, as Pezeshkian warns the capital could run dry and even floats evacuation [worsening] https://rbtfl.xyz/en/n/jkm-asia-lng-summer-2026 https://rbtfl.xyz/en/n/jkm-asia-lng-summer-2026 Wed, 24 Jun 2026 00:00:00 GMT JKM spikes on the Iran scare and Australian strikes in early June, then falls ~15% on the month as buyers hold back ahead of summer peak [easing] https://rbtfl.xyz/en/n/kazatomprom-2026-output-strategy https://rbtfl.xyz/en/n/kazatomprom-2026-output-strategy Wed, 24 Jun 2026 00:00:00 GMT The world's top uranium miner lifts production on the Budenovskoye ramp while holding nominal output ~10% below earlier plans [transition] https://rbtfl.xyz/en/n/pjm-emergency-curtailment-order-2026 https://rbtfl.xyz/en/n/pjm-emergency-curtailment-order-2026 Wed, 24 Jun 2026 00:00:00 GMT A 18 May emergency order lets the operator cut large loads before rolling blackouts; PJM warns the 2026 summer leaves little reliability margin [worsening] https://rbtfl.xyz/en/n/putin-crimea-fuel-crisis https://rbtfl.xyz/en/n/putin-crimea-fuel-crisis Wed, 24 Jun 2026 00:00:00 GMT Drone strikes on refineries trigger the worst fuel shortage on the Black Sea peninsula since 2014; the Kremlin and independent press describe it in opposite terms [active] https://rbtfl.xyz/en/n/renewables-curtailment-record-2026 https://rbtfl.xyz/en/n/renewables-curtailment-record-2026 Wed, 24 Jun 2026 00:00:00 GMT CAISO and other ISOs throw away record solar and wind and hit deepening negative prices, with bottlenecks, not oversupply, the culprit [worsening] https://rbtfl.xyz/en/n/russian-crude-dynamic-price-cap-2026 https://rbtfl.xyz/en/n/russian-crude-dynamic-price-cap-2026 Wed, 24 Jun 2026 00:00:00 GMT January's automatic mechanism keeps the cap 15% under a trailing Urals average; with the grade already below $40 at points, the cap now chases the market down rather than setting it [worsening] https://rbtfl.xyz/en/n/smr-data-center-orders-2026 https://rbtfl.xyz/en/n/smr-data-center-orders-2026 Wed, 24 Jun 2026 00:00:00 GMT Data-center developers and European utilities lock in small modular reactors years before first concrete, betting on factory-built nuclear to feed compute and grids [active] https://rbtfl.xyz/en/n/solar-tariff-shift-2026 https://rbtfl.xyz/en/n/solar-tariff-shift-2026 Wed, 24 Jun 2026 00:00:00 GMT An eight-year safeguard on imported panels expired in February; a national-security polysilicon case could reshape US solar supply chains again [pending-decision] https://rbtfl.xyz/en/n/ttf-summer-storage-shortfall https://rbtfl.xyz/en/n/ttf-summer-storage-shortfall Thu, 09 Jul 2026 00:00:00 GMT TTF holds near €42-49/MWh through June as injection lags the five-year norm and the Iran war premium only partly unwinds [worsening] https://rbtfl.xyz/en/n/turkstream-last-russian-route-2026 https://rbtfl.xyz/en/n/turkstream-last-russian-route-2026 Wed, 24 Jun 2026 00:00:00 GMT An eight-day shutdown of the only remaining transit route foreshadows the EU's full Russian-gas phase-out by 2028 [transition] https://rbtfl.xyz/en/n/uranium-price-plateau-2026 https://rbtfl.xyz/en/n/uranium-price-plateau-2026 Wed, 24 Jun 2026 00:00:00 GMT Spot prices stall on muted utility buying even as mine restarts slip and the long-term reactor-fuel gap widens [active] https://rbtfl.xyz/en/n/us-enrichment-deRussification-2026 https://rbtfl.xyz/en/n/us-enrichment-deRussification-2026 Wed, 24 Jun 2026 00:00:00 GMT DOE task orders to Centrus, General Matter and Orano, plus Urenco's New Mexico expansion, aim to replace Russian LEU before the 2028 waiver cliff [transition] https://rbtfl.xyz/en/n/us-shale-output-decline-2026 https://rbtfl.xyz/en/n/us-shale-output-decline-2026 Wed, 24 Jun 2026 00:00:00 GMT EIA sees crude slipping from a ~13.5m bpd record toward ~13.3m as Permian growth stalls; Baker Hughes oil rigs near 442, the fewest in years, with Permian breakevens up to ~$67 [easing] https://rbtfl.xyz/en/n/wti-shale-breakeven-squeeze-2026 https://rbtfl.xyz/en/n/wti-shale-breakeven-squeeze-2026 Mon, 20 Jul 2026 00:00:00 GMT Dallas Fed E&P bosses see WTI ~$74 at year-end against new-well breakevens near $67, a thin margin that tightens as core inventory depletes and service costs climb [contested-result] https://rbtfl.xyz/en/n/ukraine-ufa-refinery-strikes-jun25 https://rbtfl.xyz/en/n/ukraine-ufa-refinery-strikes-jun25 Fri, 26 Jun 2026 00:00:00 GMT The SBU's Liutyi unit targeted the Bashneft-Ufaneftekhim and Bashneft-Novoil facilities; the same night, a Krasnodar oil depot was hit [escalating] https://rbtfl.xyz/en/n/russia-diesel-export-ban-2026 https://rbtfl.xyz/en/n/russia-diesel-export-ban-2026 Fri, 26 Jun 2026 00:00:00 GMT Novak floats halting diesel exports and importing gasoline after strikes knock out 40% of Moscow's fuel supply; product exports down ~15% [worsening] https://rbtfl.xyz/en/n/spiro-newtrails-270m-2026 https://rbtfl.xyz/en/n/spiro-newtrails-270m-2026 Thu, 02 Jul 2026 00:00:00 GMT NewTrails, an affiliate of smartphone maker Transsion, tops up a round that also drew Afreximbank's FEDA; Spiro runs 100,000+ EVs and 2,500 swap stations across seven markets [active] https://rbtfl.xyz/en/n/qatar-lng-ras-laffan-explosion https://rbtfl.xyz/en/n/qatar-lng-ras-laffan-explosion Wed, 08 Jul 2026 00:00:00 GMT A 21 June fire at Ras Laffan's Barzan treatment plant left 13 dead, 66 hurt, 18 missing; weekly throughput fell to a fifth of normal [active] https://rbtfl.xyz/en/n/hormuz-oil-supply-shock https://rbtfl.xyz/en/n/hormuz-oil-supply-shock Fri, 26 Jun 2026 00:00:00 GMT Brent peaked near $118 in March; post-ceasefire normalisation has it at $75.57 by June 24, but a 500-vessel queue and the Qatar LNG explosion keep markets unsettled [de-escalating] https://rbtfl.xyz/en/n/russia-diesel-export-ban-weighed-2026-06-25 https://rbtfl.xyz/en/n/russia-diesel-export-ban-weighed-2026-06-25 Fri, 26 Jun 2026 00:00:00 GMT Merged into [[russia-diesel-export-ban-2026]]; see that node for the full source set [worsening] https://rbtfl.xyz/en/n/brent-crude-post-ceasefire-floor-2026 https://rbtfl.xyz/en/n/brent-crude-post-ceasefire-floor-2026 Wed, 24 Jun 2026 00:00:00 GMT The benchmark hits its lowest since February as shipping recovers; the 9 June STEO had Brent averaging $105 in June–July on a closed strait, a forecast the 17 June ceasefire upended in days [easing] https://rbtfl.xyz/en/n/iran-lpg-shadow-banking-sanctions-2026 https://rbtfl.xyz/en/n/iran-lpg-shadow-banking-sanctions-2026 Thu, 25 Jun 2026 00:00:00 GMT Treasury names front companies relabelling Iranian LPG as Omani to move millions of barrels to South and East Asia [active] https://rbtfl.xyz/en/n/ercot-batch-zero-large-load-2026 https://rbtfl.xyz/en/n/ercot-batch-zero-large-load-2026 Thu, 25 Jun 2026 00:00:00 GMT The PUCT approved a new large-load process on 18 June; it allocates connections by transmission capacity and financing, not first-come-first-served [active] https://rbtfl.xyz/en/n/south-africa-zululand-lng-exxonmobil-2026 https://rbtfl.xyz/en/n/south-africa-zululand-lng-exxonmobil-2026 Mon, 29 Jun 2026 00:00:00 GMT A heads-of-agreement for the Zululand terminal targets the 'gas cliff' as Mozambique's Pande-Temane fields decline toward 2030 [pending-decision] https://rbtfl.xyz/en/n/nvidia-spectrum-x-photonics-cpo-2026 https://rbtfl.xyz/en/n/nvidia-spectrum-x-photonics-cpo-2026 Wed, 24 Jun 2026 00:00:00 GMT Nvidia ships Quantum-X Photonics, brings co-packaged optics to Ethernet in H2 2026; light replaces copper to wire million-GPU clusters at 3.5x the efficiency [active] https://rbtfl.xyz/en/n/yemen-houthi-red-sea-conditional-pause https://rbtfl.xyz/en/n/yemen-houthi-red-sea-conditional-pause Wed, 24 Jun 2026 00:00:00 GMT Three months of quiet on commercial vessels is a 'structured pause under tension,' not a truce; the group says it will resume and could close the strait if the US-Iran war restarts [frozen] https://rbtfl.xyz/en/n/opec-plus-august-acceleration https://rbtfl.xyz/en/n/opec-plus-august-acceleration Tue, 07 Jul 2026 00:00:00 GMT The eight unwinders set a 5 July decision for August output as the ceasefire restores deliverability; Brent flipped to contango at $69 on June 25, signalling the war premium is gone [pending-decision] https://rbtfl.xyz/en/n/erdogan-east-med-encirclement https://rbtfl.xyz/en/n/erdogan-east-med-encirclement Wed, 24 Jun 2026 00:00:00 GMT US, Greece, Cyprus and Israel launch an energy centre at Rice University; Ankara invokes 'guarantor state' powers and warns Israeli strikes now threaten Turkey [worsening] https://rbtfl.xyz/en/n/north-korea-maritime-oil-evasion-2026 https://rbtfl.xyz/en/n/north-korea-maritime-oil-evasion-2026 Thu, 25 Jun 2026 00:00:00 GMT Ship-to-ship transfers and AIS-spoofing tankers keep breaching the petroleum cap a vetoed UN body once policed [active] https://rbtfl.xyz/en/n/ukraine-russia-energy-strike-war https://rbtfl.xyz/en/n/ukraine-russia-energy-strike-war Thu, 25 Jun 2026 00:00:00 GMT Ukraine reaches 1,500 km deep: June 24 strike on Orenburg gas complex (45 bn m³/yr, Russia's only helium plant) and Dubna satellite comms centre; Russia strikes Ukraine's grid in return [escalating] https://rbtfl.xyz/en/n/trans-saharan-gas-pipeline-launch https://rbtfl.xyz/en/n/trans-saharan-gas-pipeline-launch Fri, 26 Jun 2026 00:00:00 GMT A ceremony in Aoulef, Algeria on June 4 marked full construction commencement on the 4,128-kilometre pipeline; at $13 billion and 30 billion cubic metres per year of planned capacity, it is the largest gas infrastructure project in Africa in a generation [active] https://rbtfl.xyz/en/n/800v-sic-gan-datacenter-2026 https://rbtfl.xyz/en/n/800v-sic-gan-datacenter-2026 Wed, 24 Jun 2026 00:00:00 GMT Navitas joins Nvidia's MGX 800VDC push; SiC and GaN replace silicon to break the AI 'power wall', borrowing EV power architecture [transition] https://rbtfl.xyz/en/n/ercot-summer-2026-record-demand https://rbtfl.xyz/en/n/ercot-summer-2026-record-demand Thu, 25 Jun 2026 00:00:00 GMT Data-center load pushes the 2026 summer forecast past the 85.5GW record; ERCOT puts the odds of a June emergency at 0.09% [worsening] https://rbtfl.xyz/en/n/argentina-rigi-vaca-muerta-2026 https://rbtfl.xyz/en/n/argentina-rigi-vaca-muerta-2026 Wed, 24 Jun 2026 00:00:00 GMT The large-investment regime tops 18 approved projects and >US$22.5bn; critics cost the fiscal giveaway at ~US$1.8bn a year [active] https://rbtfl.xyz/en/n/gigascale-capital-fund-2026 https://rbtfl.xyz/en/n/gigascale-capital-fund-2026 Fri, 26 Jun 2026 00:00:00 GMT Schroepfer raised the fund in 2023 but closed it oversubscribed on June 1 despite market skepticism; portfolio spans energy, critical minerals and physical AI, with Commonwealth Fusion and Form Energy as anchors [active] https://rbtfl.xyz/en/n/chile-lithium-salar-futuro-2026 https://rbtfl.xyz/en/n/chile-lithium-salar-futuro-2026 Fri, 03 Jul 2026 00:00:00 GMT Nova Andino Litio submitted a full Environmental Impact Study in June 2026 for the Salar Futuro lithium project in Chile's Atacama region, targeting US$2-3.5 billion in investment and 280,000-300,000 tonnes LCE per year; the project advances under the Kast government's reduced-state-control lithium framework after Boric's state-led model was set aside [active] https://rbtfl.xyz/en/n/papua-new-guinea-lng-2026 https://rbtfl.xyz/en/n/papua-new-guinea-lng-2026 Fri, 03 Jul 2026 00:00:00 GMT PNG's Papua LNG project (5.6 mtpa, Elk/Antelope gas fields) is targeting a 2026 final investment decision by TotalEnergies, ExxonMobil and Santos; landowner development forums in June-July are the gating event; Severe Tropical Cyclone Maila killed at least 25 in April across Bougainville and East New Britain [pending-decision] https://rbtfl.xyz/en/n/iberian-blackout-final-report-2026 https://rbtfl.xyz/en/n/iberian-blackout-final-report-2026 Wed, 24 Jun 2026 00:00:00 GMT Europe's worst outage in 20 years stemmed from voltage-control gaps and cascading disconnections, clearing renewables of the headline blame [repaired] https://rbtfl.xyz/en/n/india-grid-record-peak-2026 https://rbtfl.xyz/en/n/india-grid-record-peak-2026 Thu, 25 Jun 2026 00:00:00 GMT Demand reached 270.82GW on 22 May; air-conditioning now adds 60-70GW to peak, and coal is run to its flexibility ceiling to cover evening ramps [worsening] https://rbtfl.xyz/en/n/niger-uranium-nationalization-2026 https://rbtfl.xyz/en/n/niger-uranium-nationalization-2026 Fri, 03 Jul 2026 00:00:00 GMT Niger's CNSP cabinet revoked Orano's Arlit uranium concession on May 18, 2026, after revoking its Imouraren licence in 2024; output has fallen from ~3,000 metric tons in 2020 to an estimated 1,800 metric tons as Niger lacks independent refining capacity and Russia's Rosatom and China have not moved to fill the gap [active] https://rbtfl.xyz/en/n/greece-turkey-aegean-eez-bill https://rbtfl.xyz/en/n/greece-turkey-aegean-eez-bill Wed, 24 Jun 2026 00:00:00 GMT A 14-article bill would let Erdogan declare a 200-mile EEZ and deny islands a full continental shelf; Athens calls it illegal under UNCLOS as Dendias warns against 'revisionism' [escalating] https://rbtfl.xyz/en/n/opec-plus-july-output https://rbtfl.xyz/en/n/opec-plus-july-output Wed, 24 Jun 2026 00:00:00 GMT Seven members add 188,000 bpd for July, but Saudi Arabia's quota sits far above what the closed Strait let it actually export [active] https://rbtfl.xyz/en/n/oil-price-iran-ceasefire https://rbtfl.xyz/en/n/oil-price-iran-ceasefire Wed, 24 Jun 2026 00:00:00 GMT The US-Iran MoU sends Brent toward $77 and Aramco cuts its July price to Asia, even as the war banked Riyadh a routing windfall through the East-West pipeline [easing] https://rbtfl.xyz/en/n/angola-imf-2026 https://rbtfl.xyz/en/n/angola-imf-2026 Fri, 03 Jul 2026 00:00:00 GMT The 2026 Article IV consultation concluded May 1 with 3.1% growth in 2025 but a widening fiscal deficit of 4.1% of GDP; structural reform remains essential as hydrocarbon dependence deepens [active] https://rbtfl.xyz/en/n/qatar-north-field-first-lng-2026 https://rbtfl.xyz/en/n/qatar-north-field-first-lng-2026 Wed, 24 Jun 2026 00:00:00 GMT QatarEnergy targets H2 2026 for the first North Field East mega-train, the start of a path from 77 to 142 MTPA by 2030 [transition] https://rbtfl.xyz/en/n/datacenter-gas-buildout-101gw-2026 https://rbtfl.xyz/en/n/datacenter-gas-buildout-101gw-2026 Thu, 25 Jun 2026 00:00:00 GMT Developers bypass grid queues with behind-the-meter gas: a 7.7GW West Texas permit, NextEra's 10GW, an Oracle–Bloom 2.8GW fuel-cell deal, and GE Vernova's 100GW turbine backlog [worsening] https://rbtfl.xyz/en/n/iraq-political-transition-2026 https://rbtfl.xyz/en/n/iraq-political-transition-2026 Fri, 03 Jul 2026 00:00:00 GMT After PM al-Sudani's Coordination Framework coalition fractured in April 2026, Iraq's president named Ali al-Zaidi as prime minister-designate; the US halted dollar cash shipments as leverage over Iran-linked militias while a Hormuz closure cut oil exports by 70% [transition] https://rbtfl.xyz/en/n/india-fertilizer-urea-crisis-2026 https://rbtfl.xyz/en/n/india-fertilizer-urea-crisis-2026 Sat, 27 Jun 2026 00:00:00 GMT An April tender priced urea at $959 per tonne, roughly twice pre-war levels, after Hormuz closure blocked shipments and China froze exports; a June NFL tender drew bids of $444, a 54% collapse as China re-entered the market [easing] https://rbtfl.xyz/en/n/golden-pass-first-cargo-2026 https://rbtfl.xyz/en/n/golden-pass-first-cargo-2026 Tue, 07 Jul 2026 00:00:00 GMT The QatarEnergy-ExxonMobil terminal finally exports after a contractor bankruptcy, adding 2 Bcf/d to record US capacity [transition] https://rbtfl.xyz/en/n/netherlands-oil-crisis-lcp-2026 https://rbtfl.xyz/en/n/netherlands-oil-crisis-lcp-2026 Fri, 03 Jul 2026 00:00:00 GMT The Jetten cabinet triggered the Landelijk Crisisplan Olie on 18 April 2026, a first in the plan's history, and released a €967 million energy support package as petrol prices broke records above €2.65/litre following the US-Israel-Iran war [active] https://rbtfl.xyz/en/n/meta-hyperion-louisiana-gas https://rbtfl.xyz/en/n/meta-hyperion-louisiana-gas Thu, 25 Jun 2026 00:00:00 GMT A $27bn Blue Owl-funded megacampus in Richland Parish triples its on-site gas to ~7.7GW, about seven times New Orleans' peak demand, via an expanded Entergy deal [worsening] https://rbtfl.xyz/en/n/eu-grid-iberia-interconnection-2026 https://rbtfl.xyz/en/n/eu-grid-iberia-interconnection-2026 Thu, 25 Jun 2026 00:00:00 GMT The Bay of Biscay link will double France-Spain capacity to 5GW; the EU Grids Package and the ENTSO-E blackout report frame interconnection as a security priority [active] https://rbtfl.xyz/en/n/mozambique-cabo-delgado-june-2026-attacks https://rbtfl.xyz/en/n/mozambique-cabo-delgado-june-2026-attacks Wed, 24 Jun 2026 00:00:00 GMT IS claimed three June IED attacks on Rwandan forces and raided Xitaxi in Muidumbe; after two months threatening southern mining sites and displacing 21,000+, the insurgents are returning to their Macomia bases [active] https://rbtfl.xyz/en/n/rosatom-foreign-fleet-2026 https://rbtfl.xyz/en/n/rosatom-foreign-fleet-2026 Wed, 24 Jun 2026 00:00:00 GMT Akkuyu, Rooppur and two Chinese units are slated to come online, defending a $206bn order book as Western financing and equipment routes close [contested-result] https://rbtfl.xyz/en/n/spr-refill-post-iran-war https://rbtfl.xyz/en/n/spr-refill-post-iran-war Wed, 24 Jun 2026 00:00:00 GMT Trump's pledge to fill the reserve to 700m+ barrels collides with $171m of actual funding and ~$100m of needed cavern repairs, even as ~170m barrels lent out in the war await repayment [stalemate] https://rbtfl.xyz/en/n/qatar-lng-ras-laffan-2026 https://rbtfl.xyz/en/n/qatar-lng-ras-laffan-2026 Fri, 03 Jul 2026 00:00:00 GMT A March 2, 2026 drone strike on Ras Laffan forced Qatar to halt LNG production at the facility responsible for roughly 10% of global LNG supply; QatarEnergy pushed its North Field East expansion to at least 2027 [active] https://rbtfl.xyz/en/n/egypt-israel-gas-cut-lng https://rbtfl.xyz/en/n/egypt-israel-gas-cut-lng Wed, 24 Jun 2026 00:00:00 GMT Tamar/Leviathan maintenance cuts ~250 mcf/d on top of the war cutoff; Cairo fast-tracks LNG to hold a gas-dependent grid through summer [worsening] https://rbtfl.xyz/en/n/algeria-eu-gas-2026 https://rbtfl.xyz/en/n/algeria-eu-gas-2026 Fri, 03 Jul 2026 00:00:00 GMT Spain and Italy secured expanded pipeline gas imports from Algeria after February 2026 Iran-conflict energy shock drove European gas prices up more than 60%; Algeria's sixth EU-Algeria High-Level Energy Dialogue in February formalised a strategic partnership and Sonatrach launched a bid round across 7 fields covering 2.1 billion barrels of oil equivalent [active] https://rbtfl.xyz/en/n/china-battery-storage-surge-2026 https://rbtfl.xyz/en/n/china-battery-storage-surge-2026 Wed, 24 Jun 2026 00:00:00 GMT Global grid-scale storage adds hit records into 2026 with China taking over half; the US trails by an order of magnitude [transition] https://rbtfl.xyz/en/n/russia-oil-revenue-squeeze-2026 https://rbtfl.xyz/en/n/russia-oil-revenue-squeeze-2026 Wed, 24 Jun 2026 00:00:00 GMT With Urals near $40 the deficit forecast balloons toward ~3% of GDP or worse; one estimate sees a $25–30bn revenue shortfall, the lowest monthly oil tax take since 2022 [worsening] https://rbtfl.xyz/en/n/pgm-platinum-surge-2026 https://rbtfl.xyz/en/n/pgm-platinum-surge-2026 Wed, 08 Jul 2026 00:00:00 GMT South African load-shedding disrupted Sibanye-Stillwater and Anglo Platinum output; fuel-cell and green-hydrogen electrolyser demand added a structural bid; palladium continued de-rating as EV substitution removes the main combustion-engine application [active] https://rbtfl.xyz/en/n/venezuela-oil-tanker-seizures-2026 https://rbtfl.xyz/en/n/venezuela-oil-tanker-seizures-2026 Thu, 25 Jun 2026 00:00:00 GMT Washington has taken at least seven Venezuela-linked tankers while issuing fresh general licences for a transition government [transition] https://rbtfl.xyz/en/n/lithium-market-2026-deficit https://rbtfl.xyz/en/n/lithium-market-2026-deficit Thu, 25 Jun 2026 00:00:00 GMT Battery-grade lithium carbonate ran from $13,433/t in December to $26,278 by late January; forecast houses split on deficit vs surplus; DLE in Argentina drives the only material new supply [active] https://rbtfl.xyz/en/n/china-grid-uhv-buildout-2026 https://rbtfl.xyz/en/n/china-grid-uhv-buildout-2026 Thu, 25 Jun 2026 00:00:00 GMT The UHV programme aims to lift cross-provincial transfer capacity ~35% and move renewable power east, even as curtailment persists in the resource-rich west [active] https://rbtfl.xyz/en/n/mali-jnim-bamako-blockade-2026 https://rbtfl.xyz/en/n/mali-jnim-bamako-blockade-2026 Wed, 24 Jun 2026 00:00:00 GMT Al-Qaeda's Sahel affiliate has torched 300+ tankers and cut National Road 1; petrol in the capital reportedly jumped 400%, and a 1 June landmine on the Bamako-Kayes highway killed 8 [escalating] https://rbtfl.xyz/en/n/ira-45x-one-big-beautiful-bill https://rbtfl.xyz/en/n/ira-45x-one-big-beautiful-bill Wed, 08 Jul 2026 00:00:00 GMT The House-passed reconciliation bill terminates the IRA's wind production and investment credits for projects beginning after 2026, extends and modifies the 45X advanced manufacturing credit, bars FEOC-sourced material from 45X eligibility, and adds a new metallurgical coal credit; Senate outcome uncertain [active]