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EXPLAINED: Wood mackenzie - The Real Truth

Antaisolar Showcases Upgraded 2P Tracker Solution at SNEC 2026, Securing Multiple Global Partnerships

XIAMEN, China, June 9, 2026 /PRNewswire/ -- Fresh from being ranked No.7 in Wood Mackenzie's 2026 global PV tracker TOP10 and named a Global A-Class tracker manufacturer, Antaisolar, a leading expert in digital and intelligent photovoltaic (PV) mounting systems solutions, unveiled its upgraded product portfolio at the 19th SNEC Exhibition…

AAP

Crude oil prices could hit $200 per barrel if Strait of Hormuz remains closed: Report

A prolonged closure of the Strait of Hormuz could push crude oil prices to as high as $200 per barrel and trigger a global recession, according to a Wood Mackenzie report.

The Economic Times

A second wave of Iran energy shocks is about to hit Asia and the wider world. Why aren’t markets reacting?

“The market has been complacent,” Chen Chien-Ming, an associate professor at NTU, says, blaming investors' "wishful thinking that the war will soon end.”

Fortune

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Analysis: US blockade is squeezing Iran's all-important oil industry

Even as Iran maintains its chokehold on the Strait of Hormuz, the Islamic Republic increasingly finds itself squeezed by an American blockade threatening its oil industry

The Independent UK

The great energy pivot: US oil and Chinese solar are the winners in Trump’s war on Iran

Exposure of world’s reliance on Middle East supplies accelerates global shift towards new energy superpowers

The Guardian - UK

From syringes to stents: Iran war exposes NHS dependency on petrochemicals

NHS chiefs fear rising costs and healthcare shortages due to the shipping standstill in the Gulf

The Guardian - UK

War in the Middle East hasn’t triggered a coal comeback, but it is boosting renewables

Countries have few incentives to permanently pivot back to coal, even during the worst energy disruption in history.

Fortune

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The UK needs more North Sea gas, not greater reliance on US imports

Transition to a cleaner future takes time and we need supplies that are the least polluting and have the lowest cost

The Guardian - UK

"A bend in the trajectory": U.S. data center development has hit snags because the power grid is approaching its limits to support them

An energy bottleneck is threatening Big Tech's massive data center ambitions, and it means those companies may need to break their huge capital expenditure promises.

Fortune

Will the Iran war really lead to a global pivot to renewable energy?

IN FOCUS: With US and Israeli strikes on Iran continuing and no end to the conflict in sight, calls are growing for the rest of the world to reduce its dependence on oil and gas. But experts tell Stuti Mishra that moving away from oil is no easy task – if…

The Independent UK

Over a barrel: what does the energy crisis caused by the Iran war mean for UK households?

With the flow of oil from the Middle East drying up and energy prices skyrocketing, the economic outlook is grim. Jonathan Prynn looks at the options facing Rachel Reeves and Keir Starmer

Evening Standard

$100 Oil? A Prolonged Hormuz Closure Could Trigger a 1970s-Style Energy Shock

Explore the strategic importance of the Strait of Hormuz and how escalating tensions could impact global oil markets and prices.

International Business Times UK

How the war in Iran could ‘guarantee’ a global recession

How a waterway barely 30 miles wide could plunge the world into recession.

Fortune

Stocks plunge in global selloff, but some on Wall Street are looking for assets that respond well to war

Wells Fargo’s Ohsung Kwon argued that traders should buy the dip.

Fortune

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The Guardian - UK

FTSE 100 share index records biggest fall since November as Iran war drives up oil and gas prices – as it happened

US-Israel war with Iran hits shares in travel companies, and the pound, although oil producers and weapons makers are rallying

Tom’s Hardware

AI data-centre buildout pushes copper toward shortages, analysts warn — only 70% of 2035 demand could be met, 2025 deficit thought to be 304,000 tonnes

Copper producers and market analysts are starting to outline a supply gap that arrives just as hyperscale AI campuses ramp toward record power draws.

Fortune

California’s ‘impossible’ dream of ending fossil fuels isn’t working, and now it’s looking at price spikes and shortages

A planned shutdown of Valero's massive refinery near San Francisco in the spring would really put the pinch on motorists.

The Independent UK

Interior Secretary Burgum must personally approve all wind and solar projects, a new order says

All solar and wind energy projects on federal lands and waters must be personally approved by Interior Secretary Doug Burgum

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Al Jazeera

Trump will throw US clean power into question

Donald Trump’s election sent clean energy stocks tumbling, and some firms have paused investments.

Barchart

1 Energy Transition Stock Set to Thrive Under Trump 2.0

A key component to modernizing the electric grid to meet soaring power demand from AI data centers are transformers. But the industry is being overwhelmed by demand for transformers. The $48 billion market is forecast to reach $67 billion by 2030, says consultancy Rystad Energy. This is great news for…

Barchart

The 'Age of Electricity' is Dawning on Wall Street, and This is the Best Stock to Buy

The IEA says the 'Age of Electricity' is here. Here in the U.S., in the 2010s, the economy expanded by 24%, yet electricity demand remained steady. That's about to change, as the energy consultancy Wood Mackenzie projects a yearly increase in electric demand from 4% to as much as 15%…

Barchart

Nuclear Stocks Go Nuclear as AI Data Centers Power Up

Nuclear power has long been on the decline, with its share of the world’s electricity generation down from 18% in the mid-90s to 9% today. But now, companies like Amazon and Google are investing into firms that are building the next generation of small nuclear reactors. This has sent nuclear…

Capital & Main

Trump’s Environmental Agenda: Embrace Big Oil, Ignore the Climate Crisis

Project 2025 plan to gut climate policy and boost fossil fuels could set back global efforts for decades, say scientists and analysts.

The Guardian - AU

The claim of a $600bn carbon capture windfall for Australia is based on heroic assumptions and selective analysis

Projections of the size and scale of a future CCS industry should come with heavy doses of scepticism

International Business Times

China's Green-tech Manufacturing Powerhouse

China has extended its manufacturing domination to clean energy industries in recent years, alongside a global push for climate change action, but that is starting to worry the United States, Europe and others.

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