Tag: natural resources

Mystery Explosions: Syria’s Recovering Gas Network Keeps Getting Sabotaged

Syria has reported at least two acts of major sabotage against its gas infrastructure in six weeks, and it raises questions over who or what group is behind it, and what this means for future energy transit projects.

Monday evening saw a fire rage out of control for many hours at a gas pipeline between al-Shola and Deir Ezzor following a mystery explosion. 

Syrian Petroleum Company (SPC), which oversees the site, called it an act of sabotage which abruptly halted gas flows from the Jbeissa gas plant to power generation stations, according to details from state-run SANA.

The New Arab writes that “In January, the SPC began pumping raw gas from the Jbeissa fields in Hasakah to the Furqlus gas plant in Homs province, with around 1.2 million cubic metres passing through the network each day to support electricity generation.”

The report adds, “Damascus has also been working to reconnect other major eastern gas facilities to the national network.”

For several years stretching through much of the last decade, Syrian cities – including the capital – have suffered intermittent and long power outages. It was especially during the tail-end of the proxy war to oust Assad that lack of fuel and electricity became a major crisis.

Damascus residents, for example, often had a mere one hour of electricity in their homes per day – if at all. Entire remote villages and towns simply proceeded with daily life amid a total and persistent blackout. This was to a large degree the result of a US-led sanctions war which in effect strangled the population. US troops had even for years directly occupied Syria’s eastern oil and gas fields, which had been crucial for meeting domestic energy needs.

But now after Jolani and his HTS jihadists seized power, and with Washington sanctions declared removed, the country is trying to restore and rebuild services.

While no group has yet claimed responsibility for sabotaging facilities in the east, it illustrates how the country is still in a deeply unstable situation.

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“Not Enough Raw Material!” – Resource Wars Put Tungsten In Crosshairs As Western Rearmament Supercycle Looms

The UK just invested £71m to restart a tungsten mine, with an option on half the output. Other governments will follow. I should be pleased – I’ve spent years arguing the West needs to fund its own supply.

The problem is I’ve seen what happens next. In 2008, Japan and South Korea poured billions into securing critical mineral supply chains. They funded projects across Australia and Canada. The result: no material produced. The money went to a generation of junior mining executives. I remember them on their boats in Monaco – very grateful, very happy. Governments have good ideas. The people they back to deliver on them are sometimes another matter.

The challenge is that a government is a jack of all trades – it can’t tell a good mine from a bad one, so it hires engineers who write glowing feasibility reports with a waiver in the small print. And there is no shortage of people who call themselves management. Most of them are clowns who shouldn’t be left alone with a box of matches.

Japan and South Korea learned. They stopped trying to pick winners and pushed the risk onto their industrial base – the companies that buy the stuff. Those companies know how to protect a dollar. If the new money follows that model, the checks might land somewhere useful this time.

Tungsten markets

Michael Dornhofer, ISBP – assessment as of 11 September, 2026

Tungsten prices in the USA and Europe stay unchanged for another week and are still around 3000 USD/mtu WO3. Reports from China show their domestic price trend moved to an upward tendency.

The reason is quite simple: There is not enough raw material! As the APT price in China is only about one third of the western price, Chinese APT producers are not willing to buy western concentrates on western price level. But without a significant amount of imported raw material, the industry is running short on raw material. Soon it will become clear whether the Chinese domestic prices will go up towards western levels, or China might reduce output of downstream products for export.

The coming weeks will show us. And there’s another interesting development that even some “experts” overlooked. On 5 August, China placed several foreign entities under sanctions and banned them from operating in China. One entity on this list is the non-profit organization RBA.

RBA (Responsible Business Alliance) is the world’s largest industry coalition dedicated to promoting responsible business conduct. RBA has more than 600 member companies including Apple, Tesla, Microsoft, Amazon etc. and runs the RMI (Responsible Minerals Initiative) program.

Nearly the entire western downstream industry insists on RMI certificates for their total supply chain. When, due to the ban of RBA, no RMI audits and certificates are possible in China, western downstream producers cannot accept any tungsten material or downstream products coming out of China.

China wants to replace the RMI audits by audits performed by CCCMC (Chinese Chamber of Commerce for Metals & Chemicals). But knowing that China imports thousands of tonnes of concentrate from countries like Myanmar and North Korea, and so material from these countries are in the tungsten supply chain in China, it’s questionable who would trust Chinese audit certificates.

So, this easy-to-overlook new regulation in China could lead to an additional “firewall” between China and RoW, which might have a very significant effect on the tungsten world market.

Michael Dornhofer is founder of ISBP (Independent Supply Business Partner) in Graz, Austria. He has spent more than 20 years in tungsten, including 13 years at Wolfram Bergbau und Hütten, Sandvik’s tungsten business, and has worked as an independent agent and consultant to the tungsten and hard metal industry since 2019.

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US Data Centers To Burn More Natural Gas Than Most Nations

Several weeks ago, we explained why most data center developers favor on-site gas power: it boiled down to two main reasons – availability (especially since modular nuclear power for commercial ‘behind the meter’ use is still in the distant future) and price. Furthermore, a recent BloombergNEF analysis shows the marginal cost of operating an on-site gas plant may be below industrial electricity tariffs, making continued generation from on-site assets the cheaper option in many cases. 

As we discussed in late August, marginal generation costs depend on fuel prices and variable operating expenses. BloombergNEF modeled the marginal cost of operating engines, turbines and fuel cells at a mid-scenario gas price of $3.97 per million British thermal units. Gas engines, such as ones manufactured by Wartsila and INNIO, have the highest marginal cost, at $43.2 per megawatt-hour (MWh). Fuel cells, most prominently procured from Bloom Energy, are the cheapest to continue running, at $21.5/MWh, benefiting from high thermal efficiencies and the lowest variable operational cost.

It appears that none of this was lost on US data centers, and the result has been an explosion of nat gas use to power the domestic data center industry which in turn is critical to keep the AI bubble afloat. 

Which brings us to another key data point: according to a new outlook from BloombergNEF, data centers in the United States will consume more natural gas than most countries within a decade.

Gas consumption to produce electricity for data centers is expected to grow by 15 billion cubic feet per day in the ten years to 2035, even accounting for many currently planned projects never being built, BloombergNEF said. That’s more gas than is currently consumed by all nations except China, Russia, Iran and the US itself, according to data from the US Energy Information Administration. It’s also more than double BloombergNEF’s previous forecast in December of 6.9 billion cubic feet per day.

The report is the latest illustration of how the future of AI is intertwined with the burning of vast amounts of fossil fuels, tying Big Tech’s ambitions to those of the legacy oil and gas industry, and why – as we discussed over the weekend – a Democratic win in the midterm elections will make life for data center developers a socialist hell. 

The abundance and low cost of producing natural gas in the US, combined with gas power plants’ ability to quickly ramp up and down as needed by 24/7 data centers, are a key part of why the fuel is expected to supply 69% of the power needed by new grid-connected data centers in BloombergNEF’s forecast.

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D.C. Gas Ban Gets Favorable Hearing In Federal Appeals Court

A federal appeals panel appeared inclined Tuesday to let Washington, D.C.’s restrictions on natural gas in certain new buildings stand.

The case turns on the Energy Policy and Conservation Act, or EPCA, which gives the Department of Energy authority to set efficiency and energy-use standards for appliances including furnaces, water heaters, dryers and stoves. Industry groups argue that D.C. cannot accomplish through a building code what federal law prevents it from doing directly to an appliance.

The challengers include the National Association of Home Builders, Restaurant Law Center, National Apartment Association, Maryland Building Industry Association, Washington Gas and two labor unions.

D.C.’s Clean Buildings Act requires certain newly constructed or substantially improved buildings to operate at zero energy beginning in 2027. The building standards effectively prohibit natural-gas appliances in covered properties.

U.S. District Judge Ana Reyes upheld the law in March. Her ruling found that EPCA regulates how much energy covered appliances consume, not whether a local government permits those appliances to be installed in a particular building.

Bloomberg Law reported Tuesday that the D.C. Circuit panel appeared similarly unconvinced by the industry groups’ preemption argument during oral arguments.

Federal appeals courts are already split on essentially the same question.

The Ninth Circuit struck down Berkeley, California’s natural-gas piping ban in 2024, finding that a city could not evade EPCA by eliminating the fuel supply needed to operate federally regulated appliances. That ruling covers nine Western states.

The Second Circuit went the other direction in June. It upheld New York City and New York State restrictions on fossil-fuel appliances, finding that EPCA preempts appliance energy-conservation standards but does not prevent governments from prohibiting certain appliances altogether.

Washington’s case gives the D.C. Circuit the same statutory language and two competing appellate interpretations.

For builders, restaurants and gas utilities, the result determines whether D.C.’s 2027 requirements stand. For the natural gas industry, another ruling against preemption would leave Berkeley increasingly isolated – and gas appliance rules dependent on which federal circuit a building happens to sit in.

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Trump Says Iran’s Oil Hub Kharg Island Is Being Blown “TO SMITHEREENS”

President Trump issued a stunning message Sunday night indicating that Iran’s most important oil-export hub was under devastating attack.

“Kharg Island being blown to smithereens!!! President DJT,” Trump announced on Truth Social.

Trump’s post included a dramatic AI-generated video depicting explosions across the island.

Neither the White House nor the Department of War had publicly confirmed a new attack on Kharg Island’s oil facilities. Reuters reported that Iranian state media had also issued no immediate response.

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Illegals Raping Natural Resources In Westport, Cops Don’t Care, Town Doesn’t Care, State Doesn’t Care

There are a lot of people in Westport, CT who profess to care for the environment, or is that just a control mechanism to gain political power?

Because, no one cares in Westport when their environment is being destroyed as long as its being done by illegal aliens. By the hundreds. Every Night. Till there is nothing left.

Night harvesting is banned statewide

Connecticut General Statutes § 26-228 prohibits taking any shells or shellfish from the shores or waters of the state between sunset and sunrise. The penalty is a fine of $100–$500 and/or up to 30 days in jail. Westport’s recreational shellfishing regulations explicitly adopt this rule. Harvesting is allowed only from sunrise to sunset.

Limits and permit requirements

  • A Westport recreational shellfish permit is required (annual or one-day). Children under 17 do not need their own permit but must be with a permitted adult. The permit must be displayed while harvesting.
  • Daily limit: ½ bushel of shellfish per person in any 24-hour period. “Unlimited” is not allowed.
  • Size limits apply (examples): hard clams (quahogs) must be at least 1.5 inches or 1 inch thick; oysters at least 3 inches; soft-shell clams 1.5 inches; razor clams 4 inches; mussels 2 inches. Undersized shellfish must be returned immediately.
  • Harvest is for personal/family consumption only, not sale.

But, illegal night harvesting is happening at a massive scale in Westport, and across the state.

“Unbelievable, isn’t it? Take a ride by old Mill and look at the Spanish guys with Minor’s hats on, responded one resident we asked who lives in the Compo Beach area when asked if what was going on nightly is legal.

“There’s no blue crabs left. No steamers. No Clams. No mussels.

“The answer to your question absolutely not especially now it’s been closed down with all the rain.”

Another resident of Old Mill told us, “There’s nothing left, they stripped the place clean.”

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US Looks To Revive ‘Prize Courts’ For Iranian Oil Seizures

The US government is exploring an unusual legal route for dealing with Iranian oil and ships captured as part of its blockade: bringing back a wartime maritime system that has barely been used for generations, according to Bloomberg.

The Justice Department, working with the Pentagon, is preparing to use prize law, which historically allowed courts to decide whether vessels and cargo captured during armed conflict could legally become property of the United States. The mechanism was once commonplace in naval warfare but largely disappeared from American practice after the 19th century and has been dormant since World War II.

The appeal for the administration is largely practical. At present, the government generally relies on civil forfeiture to take ownership of vessels accused of sanctions violations or other offenses. Those cases can become complicated and slow, particularly when shipping companies, creditors, terrorism victims or other parties assert competing rights to the ship or its cargo. A prize proceeding could potentially narrow those disputes and allow captured oil to be sold more quickly, with the proceeds going to the US Treasury.

Bloomberg writes that Houston is being considered as a central venue for these cases. The Southern District of Texas has jurisdiction over a major port and sits alongside the country’s largest concentration of petrochemical infrastructure, giving it the capacity to receive and store substantial quantities of crude. US Attorney Aaron Reitz, whose office is working with DOJ officials in Washington, said the department is “now reviving” prize courts, describing the concept as an “ancient body of maritime law.”

The effort comes as Washington looks for additional ways to put economic pressure on Iran. US forces have already intercepted Iranian-owned or Iran-linked vessels since the blockade was imposed in April. Using prize law could turn those captures into a more direct financial tool: ships and oil deemed lawful prizes could be liquidated, potentially generating revenue while depriving Iran of valuable exports.

Supporters also see a strategic purpose beyond the money. Reviving the system would reinforce the message that the US considers the blockade a serious wartime measure rather than simply another sanctions regime. It could also make it more difficult for neutral commercial vessels to continue transporting goods that Washington believes support Iran.

But there is considerable uncertainty over how a centuries-old framework would operate under modern international law. “This really is a historical area of law that is not tested in modern times,” maritime attorney Allison Luzwick said. Courts could be asked to determine whether the current conflict provides sufficient legal grounds for invoking prize authority at all, particularly given questions surrounding congressional authorization for the hostilities.

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Trump Strikes “Biggest Oil Deal In History”: US To Take Majority Stake In Over 65BN Barrels Of Venezuela Reserves

President Trump has made it official with a late in the day Friday Truth Social Post, announcing a deal has been struck with Venezuela for a US majority stake in more than 65 billion barrels of oil reserves, after six months of administration scrambling to control the Strait of Hormuz crisis.

On Truth Social he called it the biggest oil deal in world history which comes “at no cost to” U.S. taxpayers and which more than doubles the US oil reserve.

“This Transaction will greatly strengthen the already growing relationship between Venezuela and the United States,” Trump wrote in the post. Also…

Trump said the Venezuela deal should bring down prices at the pump. The average price of a gallon of gas in the U.S. reached around $4.09 on Friday, a 27% increase year over year, according to AAA.

Over a dozen productive oil fields are said be central to deal, following US officials having long hyped Trump’s “Donroe Doctrine” and what it can do to bolster American energy independence and security. Of course, instead of ‘talks’ or ‘negotiations’… in reality this is more simply about demands be dictated to the ‘new’ post-Maduro US client state in South America.

Focus on the Strait of Hormuz is shifting to South America late in the week as the Trump administration moves to secure new long-term crude supplies in Venezuela. The U.S. is nearing an agreement that could place 17 Venezuelan oil fields under 100-year leases operated by U.S. oil companies.

According to Bloomberg, sources told the outlet that Caracas has discussed a possible exit from OPEC with U.S. officials. The sources said no final decision has been made, but the discussions come as the U.S. negotiates 100-year leases on several Venezuelan oil fields that require billions of dollars in investment.

Such an exit from OPEC would be symbolic, given that the South American country was one of the organization’s five founding members in 1960 and played a key role in establishing the expanded OPEC+ alliance with Russia in 2016.

More recently, the United Arab Emirates became another producer to announce its departure from OPEC. Venezuela is only considering withdrawal, while Iraq has expressed frustration but has yet to announce a formal exit.

A Venezuelan exit would not result in an immediate surge in crude production because of years of underinvestment, which is why the U.S. is seeking to take a large stake in the nation’s oil fields.

Venezuela currently produces about 1.16 million barrels per day, according to a Bloomberg survey, and is not subject to an active OPEC quota.

For President Trump, a U.S.-Venezuela energy alliance could prove very valuable by weakening OPEC, increasing non-Middle Eastern crude supplies, pressuring oil prices and locking down a massive reserve base in America’s backyard.

Trump Close To ‘Massive’ Deal For Seizing Stake In Venezuela’s Vast Oil Fields

Amid ongoing global oil supply disruptions due to the Iran war and Hormuz Strait crisis, and also as Ukraine’s war on Russian oil refineries and export terminals heats up, the Trump administration has been scrambling to tap new reliable and long-term energy sources.

Now, nearly eight months since the US miliary raid on Caracas which removed from power and captured socialist President Nicolás Maduro, and the Trump administration is said to be on the brink of a massive deal to gain ownership stake in the countries vast oil resources.

Axios is newly reporting Thursday of ‘negotiations’ (sure) in the works: “The historic deal would more than double U.S. oil reserves by drawing from a country that has the world’s largest proven reserves.”

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Brazil’s Rare Earths and the Coming Resource War

The West suddenly discovered that Brazil is sitting on one of the most strategic mineral reserves in the world. The Associated Press reports that Brazil has the second-largest known rare-earth reserves behind China, and foreign interests are now rushing into the country as governments desperately attempt to break China’s grip on the supply chain. More than 86% of Brazil’s rare-earth exploration applications were filed within the last three years, and over 40% have foreign financial backing. This is what happens when governments wake up decades too late to the importance of commodities.

China understood long ago that control of natural resources and their processing is a form of geopolitical power. The West abandoned mining and manufacturing, imposed endless environmental regulations, and outsourced production to Asia because politicians assumed globalization would last forever. China was happy to take the business. Today it controls roughly 90% of global rare-earth processing, and Beijing has already demonstrated that it is prepared to use that position when geopolitical tensions rise.

Rare earths are essential for electronics, automobiles, aerospace, robotics, energy technology, and modern weapons systems. Washington suddenly realizes that depending on China for materials necessary to manufacture military equipment is a national security problem. American and Australian interests are therefore pouring into Brazil, while Brazil’s only commercial rare-earth producer, Serra Verde, has been acquired by a U.S.-backed company. The West is now scrambling to recreate supply chains it voluntarily surrendered.

Brazil would be foolish not to recognize the tremendous leverage it now possesses. President Lula has made clear that he does not intend to allow foreigners simply to extract Brazil’s resources and take the valuable processing elsewhere. Brazil wants the refining, technology, and industrial development to remain inside the country. That is precisely what China did successfully. China did not become powerful simply because it possessed minerals. It built the processing capacity and then moved up the industrial chain until everyone else became dependent upon it.

This is where Brazil has an opportunity that commodity-producing nations have repeatedly squandered. Digging something out of the ground and exporting it creates revenue, but processing it and converting it into finished products creates industry. The British Empire understood that distinction. So did the United States during its rise as an industrial power. The countries that merely supplied raw materials remained dependent upon those that controlled manufacturing and finance.

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International Atomic Energy Agency Digs TONS of Nuclear Material Buried in Clandestine Site in Syria! al-Sharaa Regime Reverses Plan and REFUSES To Hand Over the Findings

A former al-Qaida terrorist is now sitting on a treasure trove of nuclear material that can be weaponized.

A United Nations team has excavated a ‘previously undisclosed site’ in Syria and found several tons of nuclear material from the days of the Bashar al-Assad rule.

The agreed plan was for the International Atomic Energy Agency to remove the material from Syria – but that’s not what’s going to happen, anymore.

Syria is now holding the nuclear material, and refuses the handover, saying ‘it will remain under IAEA safeguards for peaceful civilian use’.

The Telegraph reported:

“Rafael Grossi, the chief of the International Atomic Energy Agency, said on Tuesday that ‘tons of nuclear materials that could be put to bad use’ had been found at the site, dating from the time of Syria’s authoritarian Assad government.

‘After your courageous decision to inform us that there was another place, another site where nuclear material had been stored, we were able to access this place’, Mr. Grossi said during a press conference with Asaad al-Shaibani, Syria’s foreign minister, in Damascus. ‘We are talking about a few tons of nuclear material that could be put to bad use’.

The IAEA had previously said it was preparing to remove the nuclear material, left over from the era of dictator Bashar al-Assad, who was overthrown by a coalition of rebels in 2024. They now form the Syrian government.

However, Mr. Shaibani said the nuclear material was not dangerous and would remain in Syrian custody, subject to IAEA guarantees, adding that Syria had the right to use it for civil and ⁠peaceful purposes.”

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