Topic

#Europe

2 articles

An unused green EV charging station with a tumbleweed at its base sits on a wet sidewalk while a long line of cars queues for gas at a busy station behind it at dusk in a gritty documentary photography style

Apr 8, 2026 • 11 min read

$120 Oil Made the World Go Electric. The US Went Backward.

The Iran war oil shock did what EV advocates always predicted: it made the world go electric. Europe's used EV enquiries jumped 28%. China's NEV share is headed to 58%. But US new EV sales fell 28% and BEV share dropped to 5.2%. America welded its own escape hatch shut.

#ev market #oil shock #Iran war

cinematic ultra-wide 16:9 composition photorealistic hyper-detailed industrial LNG terminal under ominous dark smoke plumes, drone strike aftermath, massive cargo fleets bottlenecked in a blockaded waterway, ominous dramatic lighting, high contrast

Mar 3, 2026 • 6 min read

The Dual Disruption: Qatar's Lethal Supply Shock

Iranian drone strikes on Qatar's energy infrastructure combined with a total halt in Strait of Hormuz shipping have forced a 20% global LNG supply shutoff. Why Europe's 'just-in-time' gas addiction guarantees long-term energy inflation.

#Energy Markets #Supply Chain #LNG