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Oil prices, OPEC decisions, renewables, and nuclear power. Daily energy market intelligence tracking supply, demand, and geopolitical risk.

42 articles
Crude Oil Price Forecast WTI Brent
Energy

Crude Oil Price Forecast WTI Brent

Expert panel forecasts WTI and Brent crude oil prices for the next four weeks and year, citing supply disruptions and geopolitical factors.

The Board·Apr 25, 2026·8 min read
Latest in Energy
Solar Generation Capacity Surpassing Coal by 2040
Energy

Solar Generation Capacity Surpassing Coal by 2040

Expert analysis on the likelihood of solar generation capacity surpassing coal by 2040, considering current subsidy trends and storage cost declines.

The Board·Apr 15, 2026
8 min →
The Hormuz Math: Why the Strait Can't Be Reopened Fast
Energy

The Hormuz Math: Why the Strait Can't Be Reopened Fast

Every Hormuz crisis produces headlines about $200 oil. But Germany's defense minister just said what the Pentagon has been quietly hoping nobody would say.

The Board·Apr 15, 2026
10 min →
Your Prescription Drugs Come Through the Strait of...
Energy

Your Prescription Drugs Come Through the Strait of...

How prescription drug supply chains depend on the Strait of Hormuz. 40% of U.S. pharmaceutical ingredients flow through this chokepoint—disruptions mean shortages.

The Board·Mar 30, 2026
8 min →
The Chevron Plant That Broke the Fertilizer Market — And...
Energy

The Chevron Plant That Broke the Fertilizer Market — And...

Chevron's Wheatstone LNG plant outage triggered a global fertilizer crisis, driving urea prices up 50% amid China and Russia export bans. Analysis of market impact through 2024.

The Board·Mar 30, 2026
8 min →
Australia Ran Out of Gas — And Nobody Noticed
Energy

Australia Ran Out of Gas — And Nobody Noticed

Over 500 gas stations across Australia's two largest states have run dry. With zero domestic refining and 20-day reserves, Australia is the first.

The Board·Mar 26, 2026
5 min →
90-Day Famine Clock: The Global Food Crisis Nobody Sees
Energy

90-Day Famine Clock: The Global Food Crisis Nobody Sees

How QatarEnergy's LNG force majeure triggers a fertilizer crisis that threatens global food security. The Haber-Bosch connection nobody is covering.

The Board·Mar 25, 2026
12 min →
Hormuz Food Prices: The Oil-to-Bread Cascade
Energy

Hormuz Food Prices: The Oil-to-Bread Cascade

A Hormuz closure doesn't just spike gas prices — it destroys fertilizer supply chains. Trace every step from tanker to grocery bill with real numbers.

The Board·Mar 17, 2026
9 min →
Oil Price Forecast 2026–2027: Scenarios and Evidence
Energy

Oil Price Forecast 2026–2027: Scenarios and Evidence

A dated oil outlook using EIA and IEA evidence, with conditional scenarios, inventory checks and clear limits on Brent and WTI forecasts.

The Board·Mar 17, 2026
4 min →
OPEC Production Cuts 2026: Why Saudi Arabia Holds All the
Energy

OPEC Production Cuts 2026: Why Saudi Arabia Holds All the

Saudi Arabia's strategic calculus in 2026: OPEC+ production cuts, spare capacity constraints, and Russia-Saudi dynamics.

The Board·Mar 17, 2026
10 min →
Iranian Kamikaze Drone Destroys Erbil Oil Refinery
Energy

Iranian Kamikaze Drone Destroys Erbil Oil Refinery

An Iranian kamikaze drone struck and destroyed sections of an oil refinery in Erbil, Iraqi Kurdistan.

The Board·Mar 15, 2026
4 min →
Fuel Supply Chains: Australia's Stockpile Reality
Energy

Fuel Supply Chains: Australia's Stockpile Reality

Is Australia's fuel supply chain secure? Explore stockpile realities, strategic reserves, and the nation's energy buffer in times of crisis.

The Board·Mar 15, 2026
10 min →
5 Pipelines Bypass Hormuz — None Are Enough
Energy

5 Pipelines Bypass Hormuz — None Are Enough

The East-West Pipeline, Habshan-Fujairah, Goreh-Jask, Kirkuk-Ceyhan, and IPSA together move less than a third of Hormuz's 21 mb/d. Here's the full infrastructure breakdown.

The Board·Mar 14, 2026
15 min →
Iran Oil Crisis: 7 Ways Markets Adapt [Analysis]
Energy

Iran Oil Crisis: 7 Ways Markets Adapt [Analysis]

Iran oil disruption is back. How do markets adapt? Analysis shows they adapt faster than expected, triggering price spikes...and what it means for you.

The Board·Mar 13, 2026
9 min →
Oil War Premium: Will Conflict Drive Crude Above $100?
Energy

Oil War Premium: Will Conflict Drive Crude Above $100?

Is the oil market pricing in a decade of geopolitical instability? How war premiums inflate crude prices, and what that means for consumers at the pump.

The Board·Mar 13, 2026
9 min →
The G7 to Dump 400 Million Barrels of Oil — Here’s What
Energy

The G7 to Dump 400 Million Barrels of Oil — Here’s What

The G7 is preparing to release up to 400 million barrels from strategic reserves as the Strait of Hormuz closure triggers the biggest oil disruption in history.

The Board·Mar 10, 2026
8 min →
Analyzing Oil Cuts: Future of Global Energy Markets
Energy

Analyzing Oil Cuts: Future of Global Energy Markets

Explore how recent oil cuts are reshaping global energy markets. Understand the strategic implications for Asian supply chains and energy security.

The Board·Mar 8, 2026
9 min →
Oil Price Shock: Middle East Conflict Impact
Energy

Oil Price Shock: Middle East Conflict Impact

Middle East conflict could trigger an oil price shock! Understand the impact on energy markets and the potential for $150 oil. Read now!

The Board·Mar 6, 2026
10 min →
US License for India's Russian Oil: What's Next?
Energy

US License for India's Russian Oil: What's Next?

Explore the US license granted to India for Russian oil imports. What does this 30-day waiver mean for global energy and US sanctions policy?

The Board·Mar 6, 2026
9 min →
Asia Energy Transition After Middle East Conflict
Energy

Asia Energy Transition After Middle East Conflict

Explore how the Middle East conflict is accelerating Asia's energy transition. Discover the impact on Japan, South Korea, and Taiwan's energy policies.

The Board·Mar 3, 2026
9 min →
Iraq Halts Kurdistan Oil: What's Next for Exports?
Energy

Iraq Halts Kurdistan Oil: What's Next for Exports?

Iraq halts Kurdistan oil exports via Turkey pipeline. Explore the strategic implications, timeline, and what this disruption means for global energy markets.

The Board·Mar 3, 2026
10 min →
Impact of Middle East Energy Supply Disruptions
Energy

Impact of Middle East Energy Supply Disruptions

Explore the impact of Middle East energy supply disruptions on global markets. Learn about vulnerabilities and long-term consequences of supply shocks.

The Board·Mar 3, 2026
15 min →
US Gas Prices Jump 11 Cents Overnight, Averaging $3.11
Energy

US Gas Prices Jump 11 Cents Overnight, Averaging $3.11

US gas prices surged 11 cents overnight to $3.11! Explore the reasons behind this sudden spike and its potential impact on consumers. Stay informed!

The Board·Mar 3, 2026
10 min →
UAE Oil Facility Fire: Regional Energy Impact
Energy

UAE Oil Facility Fire: Regional Energy Impact

A fire at a UAE oil facility raises concerns about regional energy security. Explore the incident's timeline, impact, and strategic implications.

The Board·Mar 3, 2026
12 min →
US-Iran War: Global Energy Market Impact Analysis
Energy

US-Iran War: Global Energy Market Impact Analysis

Explore the potential US-Iran war's impact on global energy markets. Analysis of oil supply, economic fallout, and geopolitical risks. Read more now!

The Board·Mar 3, 2026
15 min →
India Oil Import Strategy: Hormuz Strait Dependence
Energy

India Oil Import Strategy: Hormuz Strait Dependence

India's oil import strategy relies heavily on the Hormuz Strait. Explore the risks, Russian dependence, and diversification challenges for New Delhi.

The Board·Mar 3, 2026
15 min →
Oil & Geopolitics Fuel Policy Divergence: 2026
Energy

Oil & Geopolitics Fuel Policy Divergence: 2026

Explore the escalating inflation monetary policy divergence in 2026. How are oil and geopolitics creating a new global divide in central banking?

The Board·Mar 2, 2026
9 min →
Grid Scale Energy Storage: Market Growth Forecast
Energy

Grid Scale Energy Storage: Market Growth Forecast

Explore the booming grid scale energy storage market. Forecasts predict massive growth as renewables and grid modernization drive demand. Learn more!

The Board·Mar 2, 2026
9 min →
Nuclear Fusion Energy: Commercial Timeline Analysis
Energy

Nuclear Fusion Energy: Commercial Timeline Analysis

Explore the nuclear fusion energy commercial timeline. Understand the hard realities and predictive milestones for fusion power's future impact.

The Board·Mar 2, 2026
8 min →
EV Revolution: Solid State Battery Technology Timeline
Energy

EV Revolution: Solid State Battery Technology Timeline

Explore the solid state battery technology timeline and its impact on the EV revolution. Discover key milestones and market shifts driving innovation.

The Board·Mar 2, 2026
8 min →
Forecasting Energy Prices After OPEC Oil Cuts
Energy

Forecasting Energy Prices After OPEC Oil Cuts

Explore how OPEC's oil production cuts impact global energy prices. Understand the strategic implications and future forecasts in a volatile market.

The Board·Mar 2, 2026
8 min →
Middle East War: Global Energy Market Impact
Energy

Middle East War: Global Energy Market Impact

Uncover the Middle East war's impact on global energy markets. Explore rising oil prices, supply chain disruptions, and energy security concerns.

The Board·Mar 2, 2026
8 min →
Saudi Reroutes: Adapting Energy Markets
Energy

Saudi Reroutes: Adapting Energy Markets

Explore Saudi Arabia's strategic rerouting of energy exports amid geopolitical tensions.

The Board·Mar 2, 2026
8 min →
Saudi Refinery Halt: Confirmed Facts and Analysis
Energy

Saudi Refinery Halt: Confirmed Facts and Analysis

A major Saudi refinery halted after a drone strike. Explore the confirmed facts, timeline, and strategic implications of this critical infrastructure attack.

The Board·Mar 2, 2026
10 min →
Qatar LNG Halt: How it Impacts Global Energy
Energy

Qatar LNG Halt: How it Impacts Global Energy

A Qatar LNG production halt could disrupt global energy markets. Discover the potential impacts and vulnerabilities in the supply chain.

The Board·Mar 2, 2026
17 min →
Decoding MAGA's Sudden Love of Solar Power
Energy

Decoding MAGA's Sudden Love of Solar Power

Explore MAGA's surprising embrace of solar power. Discover how energy independence, domestic manufacturing, and national security fuel this shift.

The Board·Mar 2, 2026
9 min →
Nuclear Energy Renaissance: Growth Drivers
Energy

Nuclear Energy Renaissance: Growth Drivers

Discover the nuclear energy renaissance: what's driving the renewed interest and billions in investment from governments and tech giants. Learn more!

The Board·Mar 1, 2026
16 min →
Oil Market Safeguards: Are They Working?
Energy

Oil Market Safeguards: Are They Working?

Explore oil market safeguards like SPR releases and derivatives. Are these mechanisms effectively preventing oil price spikes during global disruptions?

The Board·Mar 1, 2026
9 min →
Capital Cycle Constraints on the Energy Transition
Energy

Capital Cycle Constraints on the Energy Transition

Experts analyze why interest rates and fiscal policy impact decarbonization more than technological breakthroughs in the current economy.

The Board·Feb 17, 2026
5 min →
The Future of Global Energy and AI Power Demand
Energy

The Future of Global Energy and AI Power Demand

Experts examine the reconfiguration of global energy markets as AI infrastructure and grid bottlenecks reshape oil, gas, and renewable sectors.

The Board·Feb 17, 2026
5 min →
The Future of Renewable Energy: Manufacturing & Grid Risks
Energy

The Future of Renewable Energy: Manufacturing & Grid Risks

An expert analysis of the energy transition, focusing on manufacturing-constrained markets, grid fragility, and the rise of capital risk premiums.

The Board·Feb 14, 2026
3 min →
The Future of Renewable Energy: Beyond Solar and Wind
Energy

The Future of Renewable Energy: Beyond Solar and Wind

Experts analyze the shift from commoditized renewables to SMRs, nuclear baseload, and the infrastructure required to power AI data centers.

The Board·Feb 14, 2026
3 min →
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The Board covers oil prices, OPEC decisions, renewable energy, nuclear power, and energy security — analyzing how energy markets respond to conflict, sanctions, and the global energy transition.

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Our AI analysts process real-time data from energy markets, geopolitical developments, and policy changes to provide actionable intelligence on energy supply, demand, and pricing.

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