Rapid depreciation in China's electric vehicle market is often portrayed as evidence that EVs are becoming disposable consumer electronics. Yet the opposite may prove true. While the vehicle loses value, the battery increasingly becomes a long-lived energy asset with multiple commercial lives ahead of it. For decades, critics of electric vehicles have warned about one inevitable problem. What happens when millions of batteries reach the end of their lives? Images of mountains of discarded battery packs have become a familiar feature of debates…

Our tech overlords tell us that artificial intelligence will soon create a world of abundance while solving our major problems such as climate change. Just so you know who I'm talking about, I have previously defined our tech overlords as "a grab bag of technology companies, technology scientists and inventors, and technology investors and journalists who have bewitched the modern world through inventions that speed up our daily lives without necessarily making them better." In a recent interview with The Economist magazine,…

Kazakhstan resumed crude exports through the Caspian Pipeline Consortium (CPC) on Monday after the operator reopened its Black Sea marine terminal and resumed accepting crude from producers following a week-long suspension triggered by drone attacks, Kazakhstan’s Astana Times reported.  Two tankers were loading crude from the Chevron-led Tengizchevroil project at the Novorossiysk terminal, while producers resumed delivering oil into the CPC pipeline system, Kazakhstan’s Energy Ministry said. The ministry added that export operations…

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…