Nvidia is in early talks to provide up to $250 billion in financing guarantees to help OpenAI lease computing capacity from a planned $500 billion, 10-gigawatt data center facility in Ohio, according to Bloomberg, citing people familiar with the matter. The proposed deal highlights investor concerns that the AI bubble has been fueled by circular financing. The SoftBank-led project is located in southern Ohio and, when fully built, would support 10 gigawatts of computing capacity, or roughly equivalent to the output of 10 large nuclear reactors.…

Chinese buyers that received the first U.S. LNG cargo in over a year plan to resell it on another market to profit from higher prices elsewhere and avoid paying a 25% tariff, sources familiar with the plans told Bloomberg on Monday. The Yangpu port in south China earlier this month received a cargo of U.S. LNG from the Plaquemines LNG export terminal operated by Venture Global in Louisiana’s Plaquemines Parish. This was the first U.S. shipment of gas to China in more than a year. But the gas was offloaded into bonded storage, without being…

July 27, 2026 LNG Headlines

Oil prices plunged by more than 5% in early Asian trade on Monday as the U.S. and Iran halted attacks after two weeks of escalation that had driven Brent above $100. At the time of writing, WTI crude was trading at $84.47, down 5.39%, while Brent crude had fallen to $91.80, a decline of 5.15%. The retreat came after Washington signaled on Friday that it would temporarily halt its bombing campaign against Iran. Talking to Face the Nation on Sunday, U.S. Ambassador to the United Nations Mike Waltz said that the pause was "giving diplomacy some space"…

Beijing is now desperately attempting to bring rare earth manufacturing back inside its own borders, exclusively. New Chinese export restrictions specifically target American plans to begin the country’s first commercial production of rare earth magnet materials by 2027. To counter that move, REalloys (NASDAQ: ALOY) is rebuilding every major stage of North America’s rare earth industry. Over the past two years, the company has assembled heavy rare earth feedstock, separation, metallization, alloy production, and permanent magnet manufacturing…

Oil prices gave up earlier gains on Friday after reports that Pakistan is trying to broker a return to U.S.-Iran nuclear negotiations. China is strongly backing the effort as the conflict and the closure of the Strait of Hormuz continue to threaten its energy security and weigh on its economy. Brent crude for September delivery fell 4.4% to trade at $96.36 per barrel at 1.35 pm ET while WTI crude for September delivery was down 3.6% to change hands at $88.86/bbl. However, Standard Chartered says the latest pullback may prove temporary as Middle…

U.S. airlines are grappling with soaring jet fuel costs again after the return of hostilities in the Middle East shattered the three-week-long U.S.-Iran ‘deal to make a deal’ and sent Brent crude oil prices soaring past $100 per barrel again. The U.S. jet fuel market has been tightening since March, although there haven’t been concerns about any shortages in America, unlike in Europe, which in April was supposed to run out of stockpiles within six weeks. Europe didn’t see shortages, but the global markets tightened, and…

Argentina’s massive shale oil and gas boom is going from strength to strength. The economically crisis-prone South American country yet again reported record monthly oil and natural gas production for May 2026. This couldn’t come at a better time for Argentina and South America. Rising global geopolitical risks, notably due to war in the Middle East, and domestic economic hazards hold the potential to derail the significant economic gains Argentina has made over the last two years. Ministry of Economy data shows May 2026 oil production…

domestic nuclear energy sector is set to bounce back as the technology finds favor among the public and policymakers alike for its ability to provide round-the-clock clean energy. At a time when data center hyperscalers are driving up energy insecurity and climate deadlines are drawing ever closer, the nuclear option is looking better and better. And not only is the United States trying to kickstart the expansion of traditional nuclear energy, it’s also trying to establish a place at the vanguard of next-gen nuclear energy technologies. Just…

Less than a month ago, analysts were warning of a looming glut of crude oil as tanker traffic via the Strait of Hormuz began to recover amid a U.S.-Iran ceasefire. Within days of these warnings, the ceasefire was a painful memory, missiles were flying again, and now Yemen’s Houthis are striking tankers in the Red Sea, which makes two blocked oil chokepoints and a very real danger of a global recession. Brent crude this week topped $100 per barrel on reports that the Houthis had struck two Saudi tankers in the Bab el-Mandeb Strait, which Saudi…