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The Iran War and the Long-Term Risks to Energy Affordability
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The Iran War and the Long-Term Risks to Energy Affordability

As the Iran war continues, oil prices keep rising. Gasoline has climbed to over $4 per gallon for the first time in four years. The ripple effects are spreading across the economy as markets that depend on affordable crude begin to absorb the disruption of roughly one-fifth of the world’s oil and liquefied natural gas that normally passes through the Strait of Hormuz. Everything from airline tickets to groceries is seeing upward pressure as the prices of jet fuel, diesel, and fertilizer all rise.

What CERAWeek 2026 Says About Energy’s Next Chapter
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What CERAWeek 2026 Says About Energy’s Next Chapter

The conversation at CERAWeek shifts each year. In 2026, the focus was on surging demand, disruptions to energy flows through the Strait of Hormuz, infrastructure bottlenecks, and a more pragmatic energy posture. The conference showed an industry and policymakers increasingly focused not on abstract narratives about the future of energy, but on the harder questions of security, buildout, reliability, affordability, and competitiveness.

America’s Grid Is More Fragile Than Politicians Admit. Here’s How to Fix It.
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America’s Grid Is More Fragile Than Politicians Admit. Here’s How to Fix It.

America has an infrastructure problem hiding in plain sight. Too often, when a storm rolls through, millions of homes dark. Politicians hold press conferences, utility companies apologize, and nothing fundamentally changes. The U.S. power grid is not a modern system under routine stress. It is an aging, fragile patchwork operating well past its design life, and the consequences are landing squarely on ordinary Americans and the natural environment around them.

How could oil markets look after a peace deal with Iran?
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How could oil markets look after a peace deal with Iran?

While it still seems to be a long way off, Iran and Trump seem to be considering the conditions they need to make peace. As I’ve noted in past Low-Energy Fridays, peace is better for the economy than war, which destroys productive resources and erodes investor confidence. But we must also understand that the way in which this peace is achieved may impact energy markets in the long term. While any peace is generally better economically than the status quo, risks caused by the war may remain even after a deal is made.

Home Batteries and the Conservative Case for Energy Independence
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Home Batteries and the Conservative Case for Energy Independence

You wouldn't know it from the political debate, but the fastest-growing corner of the American energy market is also one of the most naturally conservative ideas in it: owning your own power. Home battery storage—the ability to store and manage the electricity that runs your household—is attracting growing investment, and greater attention from conservatives could be beneficial, particularly as the midterm elections approach.

What Makes This Oil Shock Different
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What Makes This Oil Shock Different

The war with Iran has sent oil prices, and then gasoline prices, sharply higher. West Texas Intermediate (WTI) crude, the main U.S. oil benchmark, rose from the mid-$60s per barrel in late February to around $100 on March 19. U.S. gasoline prices have followed suit, with the average price increasing from a pre-war level of under $3.00 per gallon to over $3.70 by mid-March.

To Save the Sequoias, Bring Back Good Fire
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To Save the Sequoias, Bring Back Good Fire

At the current pace, it would take the Forest Service more than 50 years to treat the 19 most at-risk sequoia groves in the country, a timeline the species cannot afford. With faster treatment efforts, more groves will be safeguarded from out-of-control wildfires. 

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