Jamie Smyth
@jamiesmythft.bsky.social
US energy editor Financial Times based in NYC - after reporting stints in Sydney, Dublin and Brussels.
Massive US tungsten discovery could run into Nasa roadblock, even as Chinese export restrictions cause prices of the defence industry metal to skyrocket as.ft.com/r/868ec5d3-f... @financialtimes.com
Massive US tungsten discovery could run into Nasa roadblock
Miner may have found America’s largest deposit of crucial defence metal but space agency hinders development
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Chevron and Exxon earnings soar as they cash in on surging crude and petrol prices, putting them on a collision course with President Trump who is threatening price interventions as.ft.com/r/94f0f706-2...
US oil inventories fall to ‘precariously low’ level as Iran war disrupts supply deepening fears its ability to be the supplier of last resort to world is weakening @financialtimes.com as.ft.com/r/70119dab-2...
US oil inventories fall to ‘precariously low’ level as Iran war disrupts supply
Decline could erode ability to supply Asian and European markets dependent on supplies from the Middle East
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Brookfield and NextEra to build $100bn AI campus on ex-nuclear weapons site in Kentucky that played a critical role during the Cold War @financialtimes.com as.ft.com/r/e43243d2-0...
Brookfield and NextEra to build $100bn AI campus on ex-nuclear weapons site
Canadian investment group to partner utility NextEra on data centre in Kentucky
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Oil ‘wildcatter’ who cracked Alaska looks to Venezuela for repeat success as oil exploration moves back into vogue @financialtimes.com as.ft.com/r/e20380fc-c...
Oil ‘wildcatter’ who cracked Alaska looks to Venezuela for repeat success
Bill Armstrong’s draft deal with Caracas comes as he rides an exploration boom driven by Donald Trump
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How can we power AI data centres? China and the US are the clear frontrunners as they battle for tech leadership- but sourcing energy is a big challenge @financialtimes.com www.ft.com/content/99ce...
How to power data centres
China and the US are the clear frontrunners in data centre rollouts as they battle for AI leadership
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Donald Trump’s ‘nuclear bros’: the young entrepreneurs backed by Silcon Valley racing to deliver an US atomic revival. Can they deliver- safely? @financialtimes.com as.ft.com/r/a933963a-8...
Trump’s ‘nuclear bros’: young entrepreneurs race to deliver US atomic revival
Young founders backed by Silicon Valley and Trump race to start reactors despite experts’ safety fears
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Canada could ease Asia's reliance on Middle Eastern oil and boost the continent's energy security: but who is willing to pay for Alberta's west coast pipeline? @financialtimes.com as.ft.com/r/459b21e5-4...
Who will pay for Canada’s proposed west coast pipeline?
The project aims to send up to 1mn barrels a day to Asia and reduce reliance on the US
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Canada could ease Asia's reliance on Middle Eastern oil and boost the continent's energy security: but who is willing to pay for Alberta's west coast pipeline? @financialtimes.com as.ft.com/r/4b95e04c-c...
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Average US petrol price falls below $4 on deal to reopen Strait of Hormuz, easing pressure on Americans squeezed by the cost of living crisis as.ft.com/r/51b53e35-6... @financialtimes.com
Average US petrol price falls below $4 on deal to reopen Strait of Hormuz
As cost at the pump declines to nearly two-month low, analysts warn risk of a surge ‘has not completely disappeared’
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Investment firms join Donald Trump’s $100bn race for Venezuelan oil, setting up new funds and targeting underutilised oilfields as.ft.com/r/1f2800b9-6... @financialtimes.com
Investment firms join Donald Trump’s $100bn race for Venezuelan oil
Lionheart Capital and Keo Energy create Nasdaq-listed company to pursue assets in Latin American nation.
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Donald Trump’s Iran war drains US oil stocks to their lowest level since 2004, triggering new warnings from analysts about a summer surge in prices as.ft.com/r/a65fef0f-4... @financialtimes.com
Donald Trump’s Iran war drains US oil stocks to lowest level since 2004
Industry warns prices could soon jump as inventories reach ‘critically low’ threshold
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Oil industry faces ‘gruesome’ demand shock from Iran crisis + a bonus item on the "car crash" boardroom battles at BP as.ft.com/r/8d19022f-a... @financialtimes.com
Oil industry faces ‘gruesome’ demand shock from Iran crisis
The prospects for a rapid and full reopening of the Strait of Hormuz look bleak
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US boosts nuclear fuel supply chain ahead of Russian import ban, as Urenco commits to bulding a new uranium enrichment plant in New Mexico @financialtimes.com as.ft.com/r/46d6eafa-4...
US boosts nuclear fuel supply chain as Russia import ban looms
Urenco announces multibillion-dollar investment to build second uranium enrichment plant in New Mexico
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Can Meg O’Neill, the no-nonsense former Exxon and Woodside executive, succesfully steer BP through its latest bloody boardroom battle? as.ft.com/r/d94e0bd3-3... @financialtimes.com
Meg O’Neill, the no-nonsense CEO steering BP through crisis
The ‘bullying’ scandal that led to chair Albert Manifold’s removal coincides with an attempted turnaround
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Oil prices are likely to rise over the next two months as crude inventories continue to decline due to the Iran war, warns Chevron CEO @financialtimes.com as.ft.com/r/53fb3ed2-9...
Chevron CEO warns oil prices to jump over summer as supplies dwindle
Blockade in Strait of Hormuz has removed up to 13mn barrels a day from global markets and drawn down ‘shock absorbers’
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Can Exxon build the world’s biggest carbon capture business, despite a rising public and political backlash in America's Deep South? as.ft.com/r/39b6fc7d-a... @financialtimes.com
Can Exxon build the world’s biggest carbon capture business?
Oil major bets billions on technology but backlash on US Gulf Coast threatens its ambitions
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Abu Dhabi backs construction of a huge $13bn gas plant in Louisiana as the Middle East war spurs a new wave of LNG construction along the US Gulf coast @financialtimes.com as.ft.com/r/79c1bd27-9...
Abu Dhabi backs $13bn US gas plant as Middle East supplies falter
Mubadala Energy, CPP Investments and BlackRock among investors providing $9.75bn for Commonwealth LNG
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Suriname, South America's smallest and greenest country, is tying its future to a $10.5bn oil development- a video by the @financialtimes.com explores how wars in Iran and Russia are opening up new frontiers to Big Oil www.ft.com/video/2fbaa2...
Why Big Oil is opening new frontiers | FT Film
Suriname, South America's smallest and greenest country, is tying its future to a $10.5bn offshore oil development led by TotalEnergies. As energy markets around the world reel from wars with Russia a...
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Oil majors return to Alaskan Arctic to replenish reserves, diversify from Middle East and capitalise on Trump's fossil fuel agenda, as state becomes ‘world’s hottest play’ @financialtimes.com as.ft.com/r/8adffb71-5...
Oil majors return to Alaska as state becomes ‘world’s hottest play’
Exxon and Shell among those resuming Arctic exploration in Trump’s ‘drill, baby, drill’ era
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The top foreign investor in Cuba has pulled out of the country due to Trump's latest sanctions, dealing a savage blow to the communist nation's economy @financialtimes.com as.ft.com/r/20ea404a-4...
Canadian miner Sherritt pulls out of Cuba on Trump sanctions fears
Termination of 32-year joint venture is a blow to communist island’s economy and could push up cobalt prices
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Can Europe close the AI gap with the US and China? Regulatory reform, investment boost and more data centers are needed, as Iran war heats up global competition @financialtimes.com as.ft.com/r/b1470c08-7...
Can Europe close the AI gap with the US and China?
Also in today’s newsletter: a new company seeks to tackle the power constraints on European data centre growth
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America’s bid for energy supremacy is being forged in war: a visual story on how the Iran war is reshaping global oil and gas flows as.ft.com/r/9c2dc918-f... @financialtimes.com
America’s bid for energy supremacy is being forged in war
The US stands to benefit as war in Iran reshapes oil and gas flows, but Europe and Asia are wary of becoming too reliant on American supply
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Amazon-backed nuclear developer X-energy surges in trading debut, as investors flock to the latest stock offering tied to a revival in atomic energy @financialtimes.com as.ft.com/r/4be8f6e1-4...
Amazon-backed nuclear developer X-energy surges in trading debut
Company taps rising demand for electricity from data centres to power AI boom
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Iran war drives Panama Canal lane prices to record high, as Asian buyers desperate for oil and gas scramble global shipping routes as.ft.com/r/8b42c8b9-0... @financialtimes.com
Iran war drives Panama Canal lane prices to record high
Asian buyers seeking western crude push bids five times higher than pre-conflict levels
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Data centre hopeful Fermi’s shares plunge as executives quit, raising questions over future of 'Donald J Trump Advanced Energy and Intelligence Campus' in Texas @financialtimes.com as.ft.com/r/a00c6414-b...
Data centre hopeful Fermi’s shares plunge as top executives quit
Company co-founded by former Trump energy secretary beset by setbacks including loss of $150mn Amazon investment
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US oil bosses warn Donald Trump to block Iran’s Strait of Hormuz toll, saying it could set a dangerous precedent that other countries could exploit as.ft.com/r/7592156f-0...
US oil bosses warn Donald Trump to block Iran’s Strait of Hormuz toll
Executives step up lobbying to convince White House that Tehran controlling the strategic waterway sets dangerous precedent
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Oil prices surged above $100 a barrel on Sunday following the breakdown of US-Iran talks and plans by Donald Trump to blockade the Strait of Hormuz @financialtimes.com as.ft.com/r/d67bb58d-a...
Oil prices soar above $100 per barrel as hope fades of end to Iran war
[FREE TO READ] Crude had stabilised on optimism that a deal could be reached to reopen the Strait of Hormuz
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US oil exports to hit record this month as Iran war triggers race for supplies, with an "Asian armada" of 68 tankers on route to pick up cargos as.ft.com/r/b67e774e-1...
US oil exports to hit record this month as Iran war triggers race for supplies, with an "Asian armada" of 68 tankers on route to pick up cargos as.ft.com/r/8e402599-8...
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