https://energyreader.io/brief/4391EnergyReaderen2026-07-19T11:45:14.6884817ZThree signals pushing back against Brent's Hormuz surge https://energyreader.io/brief/4390EnergyReaderen2026-07-19T11:33:45.5745560ZChina Set to Displace US as World's Largest Nuclear Power Holder by 2036 https://energyreader.io/brief/4389EnergyReaderen2026-07-19T11:27:39.6633121ZEU's Russian gas share holds at 18% as LNG imports hit record ahead of 2027 ban https://energyreader.io/brief/4388EnergyReaderen2026-07-19T10:50:15.0139568ZUS Morning Demand Note, Sunday, 19 July 2026 https://energyreader.io/brief/4385EnergyReaderen2026-07-19T10:13:27.0644647ZIran Crude Slides to Brent Discount as China's Teapots Retreat https://energyreader.io/brief/4383EnergyReaderen2026-07-19T09:51:49.9938697ZEDF Union Files Year-End Strike Authorization as Heat Cuts Ease at French Nuclear Plants https://energyreader.io/brief/4382EnergyReaderen2026-07-19T09:41:13.3339929ZUkraine Keeps Russian LNG Infrastructure in Its Sights, Experts Warn https://energyreader.io/weekend/4380EnergyReaderen2026-07-19T08:08:07.0753392ZThe Week Ahead: Bloomberg: Futures market signals oil supply resilience despite spot constraints https://energyreader.io/brief/4379EnergyReaderen2026-07-19T07:36:19.1422554ZIEA warns uranium supply must scale sharply to support nuclear's 30-year capacity peak https://energyreader.io/brief/4378EnergyReaderen2026-07-19T07:31:50.3304252ZStorm Watch: Storm Watch — 2026-W29 https://energyreader.io/brief/4377EnergyReaderen2026-07-19T07:31:11.8142660ZGlobal LNG Supply Set for First Annual Decline Since 2012, Analysts Warn https://energyreader.io/brief/4376EnergyReaderen2026-07-19T07:25:59.4544301ZChina Lifts Pump Prices on July 18 as Crude Surges, but Import Demand Sits at Eight-Year Low https://energyreader.io/brief/4375EnergyReaderen2026-07-19T07:08:55.0371861ZBrent Rebound to $88 Erodes India's Petrol Price Relief Window https://energyreader.io/brief/4371EnergyReaderen2026-07-19T06:29:49.8186653ZFrance's Nuclear Cuts Expose Still-Broken Balancing Settlement https://energyreader.io/brief/4370EnergyReaderen2026-07-19T05:44:01.2748011ZUK Energy Bills Up 13% Since July; October Cap to Ease Pain by Barely 0.5% https://energyreader.io/brief/4367EnergyReaderen2026-07-19T05:28:20.8371546ZNextEra-Dominion $67B Merger Filing Tests State Regulators on AI Era Scale https://energyreader.io/brief/4366EnergyReaderen2026-07-19T04:52:32.4654537ZGlobal Solar Fleet Hits 3 Terawatts as India Races to Close Its Manufacturing Gap https://energyreader.io/brief/4365EnergyReaderen2026-07-19T04:47:00.2386542ZOPEC Warns Nigeria's Borrowing Costs Risk Curbing Oil Output Recovery https://energyreader.io/brief/4364EnergyReaderen2026-07-19T04:38:33.8550314ZFluence Energy surges 98% in a week as AI power demand collides with grid constraints https://energyreader.io/brief/4363EnergyReaderen2026-07-19T04:03:48.2832862ZXLE collar overlay gains appeal as crude retreats to mid-$80s and VIX climbs https://energyreader.io/brief/4362EnergyReaderen2026-07-19T03:26:44.1488785ZSanctioned LPG Tankers Zig-Zag in Gulf of Oman as U.S. Naval Campaign Reaches Kharg Island https://energyreader.io/brief/4361EnergyReaderen2026-07-19T03:20:33.7473918ZDEME Joint Venture Cleared for Japan's First 15MW Offshore Turbine Installation https://energyreader.io/brief/4359EnergyReaderen2026-07-19T02:41:22.2329296ZMasdar buys into Repsol's Spanish renewables as Spain's grid reaches 74.5% clean power https://energyreader.io/brief/4358EnergyReaderen2026-07-19T02:04:54.6399233ZNuclear Revival Meets a Chronology Problem as Data Centers Pile In https://energyreader.io/brief/4357EnergyReaderen2026-07-19T01:31:00.8780360ZICE Sets Financial Gas Record as LNG Export Growth Fuels Surge in Henry Hub Hedging https://energyreader.io/brief/4355EnergyReaderen2026-07-19T01:16:42.9864528ZHouse geothermal bill clears as DOE sees 90 GW potential by 2050 https://energyreader.io/brief/4354EnergyReaderen2026-07-19T00:41:44.3646995ZOil's retreat from June's high looks fragile as the Hormuz normalization trade unravels https://energyreader.io/brief/4352EnergyReaderen2026-07-19T00:33:37.9182752ZChina burned 56% of the world's coal last year and built more of it anyway https://energyreader.io/brief/4351EnergyReaderen2026-07-19T00:29:54.4111608ZChina's Qatar LNG Purchases Near Zero in Q2 as State Buyers Seek Non-Gulf Contracts https://energyreader.io/brief/4350EnergyReaderen2026-07-19T00:21:32.4662005ZExxon's Gulf damage runs five years; tanker owners are still posting Hormuz-era gains https://energyreader.io/brief/4348EnergyReaderen2026-07-19T00:11:15.3122420ZBrent Crude Closes at $88.26 as Hormuz Shipping Risk Holds After U.S. Strikes https://energyreader.io/brief/4347EnergyReaderen2026-07-19T00:00:58.1298678ZIran's Hormuz Closure Sends September WTI Up 11% in Week to July 17 https://energyreader.io/brief/4346EnergyReaderen2026-07-18T23:54:44.4129346ZBrent Crude Posts Biggest Weekly Gain Since April on Iran Escalation https://energyreader.io/brief/4345EnergyReaderen2026-07-18T23:45:58.4111634ZHormuz Disruption Lifts JKM Spot to Four-Month High as North American Supply Surge Builds https://energyreader.io/brief/4343EnergyReaderen2026-07-18T23:35:02.4269212ZPetroChina and Sinopec Seek Long-Term LNG Deals to Bypass Hormuz https://energyreader.io/brief/4342EnergyReaderen2026-07-18T23:29:26.8479895ZUK Nationalises British Steel as Officials Prepare Thames Water Takeover https://energyreader.io/brief/4340EnergyReaderen2026-07-18T23:21:01.9822381ZU.S. Bets $171.5 Million on Geothermal as Oil and Gas Rolls Hit 2026 Low https://energyreader.io/brief/4339EnergyReaderen2026-07-18T23:15:35.5882392ZVirginia SCC hears fight over who pays Dominion's $1.5bn data center grid bill https://energyreader.io/brief/4338EnergyReaderen2026-07-18T23:08:38.3633681ZDemand Flexibility Has Replaced Generation as the Grid's Scarcest Asset https://energyreader.io/brief/4337EnergyReaderen2026-07-18T22:58:27.1417198ZPennsylvania Signs Data Center Oversight Law as Northeast States Tighten Grid Rules https://energyreader.io/brief/4335EnergyReaderen2026-07-18T22:20:14.9542519ZMild Weather and Inventory Build Press NYMEX Henry Hub Front-Month Below $3 https://energyreader.io/brief/4334EnergyReaderen2026-07-18T22:13:13.3219346ZIran Arms Houthis for Red Sea Strike as Saudi Yanbu Exports Hit 4.7 Million Barrels https://energyreader.io/brief/4333EnergyReaderen2026-07-18T22:07:21.5321800ZShizuoka residents back Hamaoka nuclear restart for fourth straight year https://energyreader.io/brief/4332EnergyReaderen2026-07-18T21:59:31.6510212ZObsidian Bets on Alberta's Forgotten Gas Fields as an Oil Play https://energyreader.io/brief/4331EnergyReaderen2026-07-18T21:51:33.6837114ZAsia Demand Note, Saturday, 19 July 2026 https://energyreader.io/brief/4330EnergyReaderen2026-07-18T21:51:23.5625413ZUS airstrikes on Iran leave Hormuz uncertain and US reserves at four-decade lows https://energyreader.io/brief/4328EnergyReaderen2026-07-18T21:37:11.6569780ZUS inflation hits 4.2% as energy surge tests consumer resilience https://energyreader.io/brief/4327EnergyReaderen2026-07-18T20:57:01.5652144ZNYMEX WTI holds $82 as VIX spikes and dollar softness sustain crude recovery https://energyreader.io/brief/4326EnergyReaderen2026-07-18T20:44:39.7977091ZCSIRO cuts deepen Australia's energy data gap as NEM planning grows more complex https://energyreader.io/brief/4325EnergyReaderen2026-07-18T20:38:47.4473978ZEuropean Commission plans methane penalty reprieve for LNG imports https://energyreader.io/brief/4322EnergyReaderen2026-07-18T19:49:25.3245789ZICE Brent Finds Footing Near $88 After War-Premium Selloff Overshot to $72 https://energyreader.io/brief/4321EnergyReaderen2026-07-18T19:41:42.6378442ZBofA Sees 100 GW US Power Gap as AI Build Outpaces Utility Supply Plans https://energyreader.io/brief/4319EnergyReaderen2026-07-18T19:36:24.9034192ZAustralia waste-to-energy study finds emissions higher than grid coal https://energyreader.io/brief/4318EnergyReaderen2026-07-18T18:58:37.3739638ZNYMEX gas tests $3 on storage miss, but surplus cushion limits the rally https://energyreader.io/brief/4316EnergyReaderen2026-07-18T18:19:51.1206482ZChina's Refinery Runs Slump to Pandemic Lows as Crude Imports Collapse https://energyreader.io/brief/4315EnergyReaderen2026-07-18T18:14:12.8558694ZIran Ceasefire Collapse Drives Crude to $88 and Accelerates Clean Energy Investment https://energyreader.io/brief/4312EnergyReaderen2026-07-18T17:36:40.1464317ZCrack spreads reach $70 a barrel as products outpace crude in post-Hormuz markets https://energyreader.io/brief/4311EnergyReaderen2026-07-18T17:30:17.6142180ZCATL bets battery storage will overtake EVs in sales mix by 2030 https://energyreader.io/brief/4310EnergyReaderen2026-07-18T16:48:04.5168005ZUtility Rate Requests Jump 26% to $9.2 Billion as Grid Costs Hit Residential Bills https://energyreader.io/brief/4309EnergyReaderen2026-07-18T16:42:07.7454893ZUS Sanctions Cuba Over Disputed Iranian Drone Claims, Adding to Crude's Geopolitical Premium https://energyreader.io/brief/4308EnergyReaderen2026-07-18T16:33:28.2155292ZGoldman Warns Hormuz Flows May Never Recover as Iraq Pivots to Ceyhan Pipeline https://energyreader.io/brief/4307EnergyReaderen2026-07-18T15:40:29.0934008ZICE Natural Gas Open Interest Reaches 13.4 Million Contracts as Henry Hub Holds at $2.91 https://energyreader.io/brief/4306EnergyReaderen2026-07-18T15:34:21.0018139ZBP and ConocoPhillips Commit $25 Billion to Reviving Iraq's Kirkuk Fields https://energyreader.io/brief/4305EnergyReaderen2026-07-18T15:29:50.8510363ZIran Instructs Houthis to Prepare Red Sea Shutdown as Brent Holds at $88 https://energyreader.io/brief/4304EnergyReaderen2026-07-18T15:22:39.2866957ZBurnham Team Draws Up North Sea Drilling Plans Ahead of UK Policy Announcements Next Week https://energyreader.io/brief/4303EnergyReaderen2026-07-18T15:15:10.8820128ZBurnham to keep UK green energy targets intact, analysts say, as North Sea lobby renews push https://energyreader.io/brief/4301EnergyReaderen2026-07-18T14:34:23.0472609ZEU carbon study celebrates a cap that Brussels is already proposing to loosen https://energyreader.io/brief/4297EnergyReaderen2026-07-18T14:07:18.5211024ZIran Strike on Ras Laffan Lifts August Henry Hub to Five-Week High on LNG Supply Shock https://energyreader.io/brief/4296EnergyReaderen2026-07-18T14:02:02.5949407ZBrent Retreats to $88 After Hormuz Spike as Insurance Question Stays Open https://energyreader.io/brief/4295EnergyReaderen2026-07-18T13:49:12.3503961ZOil stocks split as Brent holds near $88, refiners bleed and drillers gain https://energyreader.io/brief/4293EnergyReaderen2026-07-18T13:08:56.8364379ZFed Committee Turns Hawkish, Putting September Rate Hike on the Table https://energyreader.io/brief/4292EnergyReaderen2026-07-18T12:30:58.5366610ZGenCost 2025-26 Finds Storage-Backed Renewables Cheapest on Grid as Australia's Battery Fleet Triples https://energyreader.io/brief/4291EnergyReaderen2026-07-18T12:20:18.4686167ZUkraine builds European air-defence coalition as allies face a $389bn support bill https://energyreader.io/brief/4290EnergyReaderen2026-07-18T12:12:05.9144399ZRosebank and Jackdaw Reach Consent Phase as UK's Winter Supply Window Narrows https://energyreader.io/brief/4289EnergyReaderen2026-07-18T12:05:55.6605936ZTotalEnergies: US Gas Price Spike Risks Cutting LNG Supply to Europe https://energyreader.io/brief/4288EnergyReaderen2026-07-18T12:00:01.3936998ZDiesel Demand Slump Clouds WTI's Iran-War Recovery https://energyreader.io/brief/4287EnergyReaderen2026-07-18T11:51:51.8047410ZEU Electrification Plan Targets 46% Power Share by 2040, Cutting Gas Imports 70% https://energyreader.io/brief/4285EnergyReaderen2026-07-18T11:16:46.6432168ZUS Morning Demand Note, Saturday, 18 July 2026 https://energyreader.io/brief/4284EnergyReaderen2026-07-18T11:16:36.5154695ZVattenfall CEO warns European gas refilling cost will drive up winter power prices https://energyreader.io/brief/4280EnergyReaderen2026-07-18T10:55:39.5379813ZBrent Tops $87 at Friday's Close as Hormuz Disruption Pushes Asian Refiners Into Costlier Supply https://energyreader.io/brief/4279EnergyReaderen2026-07-18T10:35:20.3678047ZCommission's EUR 6bn Free Permit Plan Keeps EUA Below EUR 80 https://energyreader.io/brief/4277EnergyReaderen2026-07-18T10:00:49.5070638ZEC proposes keeping surplus ETS allowances in the MSR, not cancelling them https://energyreader.io/brief/4276EnergyReaderen2026-07-18T09:14:14.1700995ZEU carbon market faces oversupply risk from reforms, study warns https://energyreader.io/brief/4275EnergyReaderen2026-07-18T08:38:47.9682430ZGreece Pushes New LNG Terminal While Blocking EU Russian Shipping Curbs https://energyreader.io/brief/4274EnergyReaderen2026-07-18T08:34:42.3402422ZRussia Flags 135 Million-Barrel Oil Export Surge Amid Rising OPEC+ Strains https://energyreader.io/brief/4273EnergyReaderen2026-07-18T07:58:27.4125577ZUS Heating Oil Holds Wide Premium Over Crude as Hormuz Inventory Drain Deepens https://energyreader.io/brief/4271EnergyReaderen2026-07-18T07:26:10.1643186ZAustria bets on 80% storage without aggressive refill as Europe trails target pace https://energyreader.io/brief/4270EnergyReaderen2026-07-18T06:48:54.4424166ZHenry Hub Holds Near $3 as TTF Surge Tightens the Atlantic LNG Arb https://energyreader.io/brief/4269EnergyReaderen2026-07-18T06:09:57.2115794ZIEA Warns World Has Weeks Left to Avoid Hormuz Economic Shock https://energyreader.io/brief/4265EnergyReaderen2026-07-18T03:47:50.9023131ZFluence Energy's 98% surge flags a rotation into power infrastructure stocks https://energyreader.io/brief/4264EnergyReaderen2026-07-18T03:13:23.1874596ZUkrainian drone strikes on Russian secondary refineries tighten Atlantic product supply https://energyreader.io/brief/4263EnergyReaderen2026-07-18T02:29:47.4736725ZFERC Advances PSE&G Transmission Cost Complaint as PJM Capacity Gap Widens https://energyreader.io/brief/4262EnergyReaderen2026-07-18T02:25:46.1548941ZUkraine Drone Campaign Pushes Russia to Import Gasoline From India https://energyreader.io/brief/4261EnergyReaderen2026-07-18T02:21:36.9516836ZEU Commission proposes slowing ETS carbon cuts, analysts see 13% EUA price drag https://energyreader.io/brief/4260EnergyReaderen2026-07-18T02:15:51.8057561ZNuclear ETFs Re-Rate as Hyperscalers Lock In Long-Term Reactor Contracts https://energyreader.io/brief/4258EnergyReaderen2026-07-18T01:34:48.7047435ZOil traders are pricing peace before it reaches the docks https://energyreader.io/brief/4257EnergyReaderen2026-07-18T00:57:36.3992521ZOil Markets Tug Between Trump Peace Pledge and Hormuz Reality https://energyreader.io/brief/4254EnergyReaderen2026-07-17T22:39:40.6644336ZPhysical crude routes around Hormuz while ICE Brent prices a binary conflict outcome https://energyreader.io/weekend/4253EnergyReaderen2026-07-17T22:34:04.4365950ZWhat We Got Wrong: What We Got Wrong, Week of July 14–17, 2026 https://energyreader.io/weekend/4252EnergyReaderen2026-07-17T22:32:28.1766224ZOpinion: Asia's Gas Substitution Is Pricing Itself Out of Reach https://energyreader.io/weekend/4251EnergyReaderen2026-07-17T22:32:28.1410649ZOpinion: UK Carbon Negotiators Are Pricing Against a Moving Target https://energyreader.io/weekend/4250EnergyReaderen2026-07-17T22:32:28.0484352ZOpinion: Bloomberg: Geopolitical risks push WTI crude above $80, fueling inflation concerns https://energyreader.io/weekend/4249EnergyReaderen2026-07-17T22:32:28.0059325ZBig Story: Saudi Arabia's Red Sea Exit Is Also Under Threat https://energyreader.io/brief/4248EnergyReaderen2026-07-17T22:13:46.4035328ZNYMEX WTI crude front-month holds at $82 as inventory draws undercut the bear case https://energyreader.io/brief/4247EnergyReaderen2026-07-17T21:54:27.4535687ZRussia Turns to Indian Gasoline as Drone Strikes Cut Refining Capacity https://energyreader.io/brief/4246EnergyReaderen2026-07-17T21:41:36.6133195ZAsia Demand Note, Friday, 18 July 2026 https://energyreader.io/brief/4245EnergyReaderen2026-07-17T21:24:00.0175829ZGas Bears Have the Consensus. BMI Says the Hormuz Buffer Is Thinner Than It Was in February. https://energyreader.io/brief/4244EnergyReaderen2026-07-17T21:07:50.2765986ZChina's Crude Import Slump Puts Distillate Demand in Doubt https://energyreader.io/brief/4243EnergyReaderen2026-07-17T21:00:55.0267842ZRystad Cuts China Fuel Demand Forecast as Hormuz Shock Reshapes Oil Imports https://energyreader.io/brief/4241EnergyReaderen2026-07-17T20:53:42.7766726ZPJM tests bilateral contracts as legacy interconnection queue failures mount https://energyreader.io/brief/4240EnergyReaderen2026-07-17T20:45:34.8137608ZIran Orders Houthis to Arm for Red Sea Strike if US Hits Power Infrastructure https://energyreader.io/brief/4239EnergyReaderen2026-07-17T20:40:02.6020336ZUK leader urged to end energy vicious cycle as TTF climbs 5% https://energyreader.io/brief/4238EnergyReaderen2026-07-17T20:34:10.5429650ZRTE Settlement Revisions Unresolved as French Day-Ahead Power Climbs to €146.54 https://energyreader.io/brief/4237EnergyReaderen2026-07-17T20:08:10.5544530ZConocoPhillips Takes 42% Stake in BP's Kirkuk Fields as Baghdad Courts US Capital https://energyreader.io/brief/4234EnergyReaderen2026-07-17T19:07:19.2666230ZCuba Accelerates Solar as Venezuelan Oil Lifeline Stays Cut https://energyreader.io/brief/4233EnergyReaderen2026-07-17T19:01:06.3978293ZHochul authorises New York pipeline as Northeast gas supply debate sharpens https://energyreader.io/brief/4232EnergyReaderen2026-07-17T18:22:23.5323230ZEC tables ETS reform that risks flooding carbon market with allowances https://energyreader.io/brief/4231EnergyReaderen2026-07-17T18:17:47.7851048ZEuropean Commission proposes free carbon allowance overhaul tied to investment conditions https://energyreader.io/brief/4230EnergyReaderen2026-07-17T18:11:40.5683184ZIndia's Oman Route Gains Value as Hormuz Stalemate Enters Its Third Month https://energyreader.io/brief/4229EnergyReaderen2026-07-17T18:05:34.6129303ZEU storage injections falling short as Hormuz disruption extends through July https://energyreader.io/brief/4228EnergyReaderen2026-07-17T17:29:46.5395355ZEuropean gas demand decline is a 2030 problem. Bears may be four years early. https://energyreader.io/brief/4227EnergyReaderen2026-07-17T17:14:22.2367086ZIndiana utility regulator probes above-authorized returns and tracker recovery costs https://energyreader.io/brief/4226EnergyReaderen2026-07-17T17:09:08.9320929ZWood Mackenzie Flags Rising US Gas Cost Floor as Henry Hub Holds Near $2.89 https://energyreader.io/brief/4225EnergyReaderen2026-07-17T16:59:10.3870820ZFrance holds 10 GW net power export margin through heatwave despite nuclear curtailments https://energyreader.io/brief/4224EnergyReaderen2026-07-17T16:48:14.3351896ZEDF Nuclear Heat Restrictions Set to Fall to 9% of Installed Capacity https://energyreader.io/brief/4223EnergyReaderen2026-07-17T16:39:52.4720769ZEU ETS review proposes extending carbon costs to more long-haul flights https://energyreader.io/brief/4220EnergyReaderen2026-07-17T14:52:51.5210963ZItaly's regulator sets 2030 target to complete zonal power pricing as gas dominates market https://energyreader.io/brief/4218EnergyReaderen2026-07-17T14:41:07.5706015ZTotalEnergies Signals Stronger Q2 as Refining and Trading Offset Deferred Production https://energyreader.io/brief/4216EnergyReaderen2026-07-17T14:31:30.3202887ZBrent at $87 is pricing in a peace deal that has not yet arrived https://energyreader.io/brief/4215EnergyReaderen2026-07-17T14:25:09.5619021ZRefiners offer a cleaner trade as crack spreads hold through crude's geopolitical noise https://energyreader.io/brief/4212EnergyReaderen2026-07-17T14:06:31.5970930ZSouth Korea and Japan burned 39.7% more coal in April as Hormuz LNG crunch forced a rethink https://energyreader.io/brief/4211EnergyReaderen2026-07-17T13:01:33.5990833ZEU sets 46% electrification target by 2040, aiming to cut gas imports by more than 70% https://energyreader.io/brief/4210EnergyReaderen2026-07-17T12:56:12.2854897ZChina Slashes Qatar LNG Imports as Hormuz Exposure Drives Decade-Long Diversification Talks https://energyreader.io/brief/4209EnergyReaderen2026-07-17T12:51:11.1108695ZEuropean energy traders turn to AI weather models as summer heat tests power grids https://energyreader.io/brief/4207EnergyReaderen2026-07-17T12:42:13.5131528ZJKM holds above $19 as Hormuz closure pushes US cargoes toward Asia https://energyreader.io/brief/4205EnergyReaderen2026-07-17T12:06:20.8115679ZJP Morgan Sees Monthly Oil Demand Losses Accelerating as Hormuz Blockade Drags Into Third Month