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Explore the dynamic world of the energy industry with JTC Energy Insights. Our blog is a hub of valuable information, expert analysis, and discussions.
Dive deep into the latest trends, emerging technologies, and industry developments as we unravel the complexities of the energy sector.
JTC Energy Insights
Metals, Fuels, & Flows The Red Sea Trap: The World's search for the Backdoor Pipeline vs. Port a Mismatch Saudi Arabia is desperate to keep its refineries running and its exports alive. The kingdom does have one backdoor — the…Yesterday, the “paper” market took a historic $25 dive. WTI and Brent plummeted from their **$119.50** peaks back toward $90 after President Trump’s press conference at Doral signaled that the war is “very complete, pretty much.”
But there is a massive gap between the headlines and the hoses. While the rhetoric says the war is wrapping up, the physical map tells a different story. The Strait of Hormuz is a 240-tanker parking lot. Electronic jamming has…
JTC Energy Insights
Metals, Fuels, & Flows Follow the Flows, not the Headlines Issue #1: Venezuela’s $100B Startup Fee Tier 1: The Port — China’s Pre‑Fab Power Play The story doesn’t begin with a U.S. policy shift. It begins at the waterline, where…
The Battery Trail: The Southern Hemisphere and collective West’s neglect.
The Battery Trail (U.S. lost its way starting own backyard) By JTC Energy Insights The Cart Before the Horse (On Purpose): How China Bought South America While We Slept Most logistics strategies follow a simple pattern: build the road, then…
The West owns the barrels, but the pipelines dictate the flow. A holistic look at the corporate risk in the Caspian.
The Infrastructure Paradox When a drone strikes the Novorossiysk terminal on the Black Sea, the headlines call it a blow to the Russian war machine. But a holistic look at the risk to American oil majors Exxon & Chevron tells a different…
No permits, No Transition
The U.S.A. has a lot of metal, but can hardly be accessed. Average wait time after first drilling: minimum ten years, average 15 up to 25 even if at all successful. Following the mining industry in the U.S. is quite…
The Nuclear Stutter: Why US Energy Security Takes a 10,000-Mile Detour, and Who Controls the Web
Hello, I recently drifted off the Battery Trail to check out the uranium supply flow, and what I found is giving the entire energy sector headaches. The nuclear energy fuel supply chain in the US doesn't flow—it stutters. We previously…
IS IT THE MINE OR IS IT THE SMELTER?
Domestic Infrastructure The United States has the metals. We have the minerals. What we don’t have is the infrastructure.Take Arizona—home to the largest copper deposits in the country. The mines exist. The ore is real. But a mine without processing…
ARIZONA COPPER KING
The Story, mining and moving the Copper from the mine to the Smelter. 70% of America’s copper is mined in Arizona—but like many American mines, the story is not without inefficiencies. Concentrate can travel over 100 miles by rail and…
Resolution
Showdown under the Desert Sun 1910 — Magma Mine begins production (shallow copper veins)↓1970s–80s — Geologists suspect deeper porphyry deposit↓1995 — Magma Copper confirms Resolution deposit (~7,000 ft deep)↓1996 — BHP acquires Magma, shutters old mine↓2001 — Rio Tinto enters…
Dirty Nickel
Indonesia Nickel Mine ESG fallacies, a double standard dirty secret of your lithium-ion batteries. Country in focus: Indonesia’s nickel mines. Indonesia, with China in tow, now control world nickel markets with a 55% share of global supply and price around…
IRAN: Payback St. of Hormuz
Iran, has been beaten down, but not defeated no matter how harsh a payback by Israel or the U.S will still exist. Ultimately Iran controls whether the St. of Hormuz remains open for the transit of around 20 million bpd…