Energy

Diesel Is the Fuel Price to Watch

Oil shocks are often measured by the price of a barrel of crude. The wider economic effect can be easier to see at the diesel pump. Diesel powers trucks, rail...

Energy

U.S. LNG’s Chokepoint Exposure Is Now a Global Gas Risk

Global gas security increasingly depends on two narrow points of failure. The first is the Strait of Hormuz, where disruptions have constrained flows representing nearly 20% of global liquefied natural gas supply. The second is less obvious but rapidly gaining...