The Gas Shock Reaches Far Beyond the Energy Bill
Tighter LNG supply is reducing gas demand, but the deeper risk runs through electricity, industry, fertilizer and food prices. Energy security is becoming economic security.
Jul 31, 2026

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60 stories for“energy prices”
Tighter LNG supply is reducing gas demand, but the deeper risk runs through electricity, industry, fertilizer and food prices. Energy security is becoming economic security.
Jul 31, 2026

The temporary loss of major Gulf LNG volumes sent gas prices sharply higher. Power systems able to switch fuels, store energy and shift demand handled the shock better.
Aug 2, 2026

Crude shipments through the Gulf have recovered sharply, yet refineries and fuel supply remain constrained. That gap explains why cheaper oil may not quickly reach consumers.
Jul 31, 2026

Energy prices have eased from their sharpest fears, but the Fed, Bank of England and Bank of Japan still face inflation signals pulling against softer growth.
Jul 28, 2026

Brent's renewed jump toward $100 reflects Middle East shipping danger, while IEA and EIA forecasts point to demand destruction and lower prices if supply routes normalize.
Jul 25, 2026

The World Bank's June index showed steep declines in energy, fertilizer and precious metals. Its August 4 update will reveal whether that was a turning point or a pause.
Aug 2, 2026

World Bank data show fertilizer prices fell 21.8% in June. Farmers and shoppers may benefit later, though contracts, planting cycles and energy costs slow the transmission.
Aug 2, 2026

Solar generation is set for another record increase, but panels alone cannot solve evening peaks or connection delays. The next value pool is flexibility and networks.
Aug 2, 2026

Long-dated US borrowing costs reached a 22-year high on Thursday, driven by surging energy prices, strong business activity data and a national debt above 40 trillion dollars, even as Brent crude eased off its intraday peak on Hormuz reopening reports.
Sep 25, 2026

Saudi Arabia, Russia and five other members agreed on Sunday to leave production unchanged for November and to meet again on 1 November, two days after the G7 announced its own emergency oil release.
Oct 4, 2026

Profit rose 29 percent as Hormuz disruption pushed crude to $108 a barrel in the second quarter. The number says more about the strait than about the company.
Aug 6, 2026

Goods and services trade added about $2 trillion in the first half of 2026. Much of the rise reflects higher prices, leaving a more uneven volume story underneath.
Aug 2, 2026

Euro-area mortgage demand fell sharply in the second quarter, and banks expect another decline. Energy performance is increasingly separating easier and harder financing.
Aug 2, 2026

The G7 pledged to release 100 million barrels of diesel and crude over four months and not to ban fuel exports, as diesel hits record prices during the Iran war.
Oct 2, 2026

Governor Christopher Waller said he is inclined to hold in September, and market odds on a rise fell about twelve points to 54.6 percent. With rates at 3.50 to 3.75 percent, the swing variable is how fast energy supply chains normalise.
Sep 4, 2026

Day 187 brought more reporting on efforts to reopen the Strait of Hormuz. The transit count on the latest published day was six, against a pre-war baseline of about 85 a day, and the market puts one percent odds on normal traffic by 15 September.
Sep 4, 2026

President Trump announced a joint venture holding 55 per cent of output across 17 fields, at no cost to American taxpayers. The reserves are real. Turning them into barrels is a decade of capital spending that nobody announced on Friday.
Aug 30, 2026

The IMF still sees 3% global growth in 2026, yet that headline hides a widening gap between technology-linked winners and economies squeezed by war and energy costs.
Jul 31, 2026

A potential war is the wrong frame. Fighting began on 28 February and the strait closed on 4 March. The economic damage is real and measurable, and it is far smaller than the forecasts issued in the first month, for reasons worth understanding.
Aug 22, 2026

Brent settled at $115.32 after the Houthis claimed a missile hit on Saudi Arabia's biggest refinery, which Riyadh has not confirmed, while US crude stocks fell and gasoline stayed tight.
Oct 28, 2026

The IEA expects global electricity use to grow 3.6% in 2026 and 3.8% in 2027. Cooling, industry, EVs and data centers are turning power capacity into an economic constraint.
Aug 2, 2026

The MPC lifted Bank Rate by a quarter point, with Catherine Mann alone voting for a half-point move, and Andrew Bailey said it was unlikely to be the last rise unless the Middle East war ends.
Nov 5, 2026

Two American economists who modelled how households and firms form expectations took the 2026 economics Nobel, as central banks face an energy shock and a debate over how much to say.
Oct 12, 2026

The Fed and ECB are both cautious, but their economies absorb the energy shock differently. Jobs, inflation and credit conditions will decide whether the policy gap widens.
Aug 2, 2026

Europe's policy rates are unchanged, yet banks expect lending standards to tighten again. The real economy may feel restraint even without another formal rate increase.
Aug 2, 2026

Oil, not chips, drove Friday's selloff: the Dow fell 1.2 percent and most sectors slid while the Nasdaq barely moved. Energy shares hit a record ahead of a Fed meeting and big-tech earnings.
Oct 24, 2026

Abu Dhabi's energy week arrives on 2 November with hydrogen and carbon capture across the agenda and hydrocarbons across the balance sheets. Both things are true at once.
Aug 14, 2026

Consumer prices rose 3.7% from a year earlier, led by gasoline, and Wall Street sold chip and AI names hard while traders raised bets on another Fed rate increase.
Oct 15, 2026

A war that closed the Strait of Hormuz and hit every GCC state should have broken the region's economics. Reserves and diversification kept it standing.
Jul 16, 2026

Wall Street read the Democratic sweep as gridlock and cheaper energy. The S&P 500 rose 1.58 percent, the 10-year yield fell to 4.89 percent, and CoreWeave, Nvidia and Trump Media led the losers.
Nov 4, 2026

Houthi claims against two Saudi tankers have exposed the weakness in plans to bypass Hormuz, sending Brent higher as two vital shipping routes face risk.
Jul 23, 2026

Prices rose 0.4 per cent in August and 3.4 per cent over the year. Petrol is up 27 per cent, airfares 23. Core came in a tenth hotter than forecast, and futures moved from a coin toss to nine in ten for a quarter-point rise on 16 September. Stocks rose anyway.
Sep 12, 2026

The Nasdaq added 0.82 percent and the S&P 500 0.70 percent after Friday's oil-led slide, while Tesla rose, Meta fell on its financing plan and traders sized up a Fed meeting and Big Tech earnings.
Oct 27, 2026

Record vehicle deliveries lifted Tesla’s revenue, but a surge in research spending shows how aggressively the carmaker is funding robotaxis, AI and Optimus.
Jul 23, 2026

Crude posted its biggest drop since May on bets that a Democratic Congress shortens the Iran conflict, while diesel stockpiles fell below 100 million barrels for the first time since 2003.
Nov 4, 2026

OECD labor markets remain strong, yet real wages are still below 2021 levels in about one-third of member countries. A job alone does not settle the cost-of-living question.
Aug 1, 2026

A risk-off session in Dubai and Abu Dhabi shows how conflict, oil, aviation and investor confidence can move Gulf markets in different directions at once.
Jul 24, 2026

After two days of diplomacy-driven swings, crude is rising again with Gulf shipping below 60 percent of capacity and a Qatar-brokered draft agreement yet to win backing in Washington or Tehran.
Nov 6, 2026

The S&P 500 rose 1.2 percent and the Nasdaq gained 2.1 percent as chipmakers and software stocks led gains, while Brent crude slipped below $98 a barrel and the 10-year yield swung between 4.95 and 5.20 percent.
Sep 27, 2026

After Friday's rout, bullion caught a bid on Monday as crude fell and the dollar softened, though analysts warn a bounce after a 3 percent drop does not mean the selling is over.
Nov 2, 2026

Thursday's bounce recovered part of Wednesday's near 9 percent plunge, with the IRGC saying two tankers and a tugboat caught fire and UKMTO logging a projectile strike off Qatar.
Nov 5, 2026

After a Friday slide led by the Dow, investors face a Fed meeting priced for a hold, three Big Tech reports, GDP and PCE data, and central bank decisions in Frankfurt and Tokyo.
Oct 26, 2026

Growth beat forecasts and accelerated from 2.2 percent, while September inflation held at 3.6 percent, a pairing that keeps a December Fed hike in play.
Oct 29, 2026

Two bond auctions in two days drew buyers at levels not seen for decades, yet the Fed's Christopher Waller says more rate rises are likely and oil kept the inflation worry alive.
Oct 9, 2026

Bullion lost the $4,000 line in London and kept sliding through the New York morning, pulled down by a hawkish Fed, hot inflation data, oil near $117 and a tech sell-off forcing liquidations.
Oct 30, 2026

The Dow gained about 196 points on a day when the bond market was shut for the holiday, while semiconductors fell and Brent topped $106 after the Riyadh airport strikes.
Oct 13, 2026
