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.
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chain
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.
Thermal Batteries: Malaysia Challenges US AI Energy Lead
US startup launches thermal batteries, storing energy as heat. Demand for AI data centers strains Ohio’s 10GW capacity. Supply chain tensions & thermal battery cost implications.
US Energy Department Invests in Nuclear Fuel Recycling
The US Energy Department is investing $14 billion to increase recycling capacity, aiming to reduce dependence on imported nuclear fuel by 2030.
Volgograd Raffineria Hit: Russia’s Oil Supply Chain Strained
The oil production drop in Volgograd, Russia, due to a drone attack, tests global supply chain resilience and geopolitical dynamics.
Geopolitical Bottleneck: The Global Logistics Crisis
The collapse of a bridge reveals the global logistics vulnerability. How supply chain disruptions are reshaping the world.
The Water Risk Paradox of Calyx Hibiscus Expansion
An analysis of water risk for the expansion of hibiscus cultivation in Nigeria, highlighting systemic vulnerabilities.
The Silicon Fragility: A Systemic Perspective
The future of technological trust hangs in the balance between AI ascent and quantum threats.
Systemic Disruption: The Resilient Shift in Global Logistics
A severed submarine cable highlights the fragility of global systems, prompting a shift to distributed, resilient networks.