Events Email Briefings
rotating globe
Privacy© 2026 Semafor Inc.
  • D.C.
  • BXL
  • Lagos
  • Riyadh
  • Beijing
  • SG
Events Email Briefings

Intelligence for the New World Economy

  • D.C.
  • BXL
  • Lagos
Semafor Logo
  • Riyadh
  • Beijing
  • SG
rotating globe
Intelligence for the New World Economy
Semafor World Economy

Semafor Energy

Russia benefits from Iran war’s oil shocks

Washington last week lifted sanctions on Russian oil that was already in tankers.
A Russian state flag flies on the top of a diesel plant in the Yarakta Oil Field, owned by Irkutsk Oil Company (INK), in Irkutsk Region, Russia.Vasily Fedosenko/Reuters

Global clean technology investment triples over 7 years

Global investment in clean technology hit record levels last year, though growth slowed significantly.
Dunhuang Photovoltaic Industrial Park.Tingshu Wang/Reuters

Kyiv worries Moscow sanctions could crumble

Ukraine’s top sanctions adviser told Semafor that the Trump administration’s decision last week to waive sanctions on some Russian oil tankers came as a surprise.
Rosneft’s Russian-flagged crude oil tanker.Yoruk Isik/File Photo/Reuters

Alternative fuels in spotlight as oil prices surge

Rising oil costs have narrowed the premium for biodiesel feedstocks over traditional, fossil alternatives, improving biofuel production margins.
A drone view of the Melati Hanjalipan cooperative palm oil plantation in Indonesia.Ajeng Dinar Ulfiana/Reuters

Where will Big Oil go from here?

During the biggest disruption to energy markets in modern history, what’s a Hilton full of oil bosses to do? We’ll find out next week in Houston.
LPG carrier, Shivalik, arrives at Mundra Port via the Strait of Hormuz.Amit Dave/Reuters

China could tap oil reserves as supply disruptions deepen

China is close to tapping its vast commercial oil reserves as supply disruptions from the Iran conflict grow more acute, an industry consultant said.
A worker walks past oil pipes at a refinery in WuhanStringer/File Photo/Reuters

Oil prices top $110 a barrel

Oil prices ticked up further after Iran and Qatar accused Israel of attacking a vast natural gas field the Gulf countries share.

Nations seek alternative oil transport routes

Experts say the crisis could reshape energy markets in the long-term.

US diesel prices top $5 a gallon

US President Donald Trump faces increasing pressure to resolve the conflict.

Surging oil prices could benefit Trump in Beijing meeting

China remains deeply exposed to a protracted oil price spike despite having heavily invested in oil and gas storage.

Oil majors, smaller energy firms stand to gain from the Iran war

Fund managers spoke to Semafor about the potential winners of surging oil and gas prices.

The energy market’s biggest question

Even if near-term security in the Strait of Hormuz improves, a longer-lasting cost to global energy markets waits ahead.

Middle East oil and gas facilities hit in fresh attacks

A UAE gas field suspended operations, a tanker was hit near an Emirati port, and two drones hit an oil field in southern Iraq.

China aims to expand oil reserves amid MidEast volatility

The world’s largest crude importer, China is vulnerable to a lasting disruption in global energy flows.

US solar installations fall as Trump policies hit sector

A combination of tariffs, scrapped subsidies, and a White House energy agenda built around fossil fuels hit the solar industry in 2025.

Russia’s fossil fuel revenue 14% higher than in February

The sudden boost is a result of higher oil and gas prices and the relaxation of some US sanctions.

Energy inflation is a global political liability

Energy-related inflation is the inescapable deciding factor for global politics this year.

Rate of global warming accelerating as air pollution falls

The primary cause for increased warming is recent regulations on international shipping reducing pollutant particles, which had reflected sunlight into space.