Dangote Refinery: Nigeria’s Fuel Surplus – A Market Blind Spot
Lekki refinery exported 434 million liters in March ’26. How can output increase while domestic prices rise? A strategic analysis of Nigeria’s energy shift.
Category
PowerBIT
⚔️ The hidden geopolitics of chips, cables, and supply chains.
Enbridge Gas Expansion: 300 Million Cubic Feet/Day Unlocked
Amid $105 oil & blockade threats, Enbridge’s 300 million cubic feet/day gas expansion reveals a strategic response to energy security challenges.
Jones Act Waiver: US Energy Security Test
A cargo ship bypassed Jones Act rules, delivering Bakken crude from Texas to Pennsylvania. This logistical test signals a shift in global energy security.
Quaise Energy: 50 MW Enhanced Geothermal by 2030
Quaise Energy’s Obsidian project aims for 50 MW of clean power by 2030 using high-temperature rock. Will the $180M investment deliver a return?
Strait of Hormuz: Physical Bottleneck Drives Transit Costs Up
1.2 million tons of crude oil trapped. A physical bottleneck in the Strait of Hormuz disrupts supply chains, raising critical questions about energy security and logistical leverage.
Canada Lithium Refinery: A Strategic Supply Chain Shift
Canada’s new lithium refinery costs $35M. A strategic bottleneck emerges, impacting EV battery sourcing. What are the geopolitical implications?
Canadian Lithium Refinery Challenges China’s Price
Canada’s lithium refinery skips a key step, targeting $16,300/tonne. Fragile logistics & supply chain bottlenecks threaten EV production. A critical risk.
Iberia Power Grid Collapse: 60% Generation Lost
On April 28, 2025, 15GW vanished in 5 seconds. A Granada substation failure exposed critical grid control weaknesses & logistical dependencies. What’s the fallout?
Red Mud Gallium Extraction: US Critical Materials’ Process
US Critical Materials extracts gallium from 15 million tons of red mud waste. Extraction requires 3.2 MWh/ton. Can this process scale?
Gallium Production Resumes in US: A Signal
US DOE restarts gallium production after 37 years with $5.4M funding. A critical metal for semiconductors & a geopolitical bottleneck.