Chart of the Week
A new chart every week.
Strait of Hormuz Closure: Helium and Semiconductor Manufacturing
The closure of the Strait of Hormuz has removed Qatar—the world's second-largest helium supplier at 35% of global supply—from international…
Strait of Hormuz Closure: Nitrogen Based Fertilizers and Disruptions to Food Security
A prolonged closure of the Strait of Hormuz would halt Gulf fertilizer exports that account for roughly 43% of global…
Strait of Hormuz Closure: Qatari LNG Curtailment and the Global Gas Market
A closure of the Strait of Hormuz would halt the roughly 10.6 BCF/d of LNG that transits the waterway, nearly…
Strait of Hormuz Closure: Tanker Traffic, Benchmark Prices, and Inventory
After U.S. and Israeli strikes on Iran and the withdrawal of marine insurance coverage, vessel traffic through the Strait of…
Iranian Petroleum Exports Under Shifting U.S. Sanctions Regimes
Iranian petroleum exports have recovered to roughly 2.0 million barrels per day after falling to 680 thousand bpd in mid-2020,…
U.S. LNG Export Capacity: Operating and Under Construction
As of December 2025, U.S. LNG export capacity in operation stood at 18 BCF/d (136.5 MTP/a), with another 15 BCF/d…
European Natural Gas Inventories A Late 2025-2026 Winter Assessment
European and Ukrainian natural gas inventories have failed to return to the 4.2 tcf peak reached in November 2023, and…
The Renewable Fuel Standard: Cost to Consumers – Revisited
EPRINC estimates the Renewable Fuel Standard currently adds about 27 cents per gallon of transportation fuel, translating to nearly $53…
Power Generation During Winter Storm Fern – The View From New England
During Winter Storm Fern, diesel-fired generation supplied an average of 31.3% of New England's electricity—peaking at 43.5%—despite costing roughly 4.6…
Power Generation During Winter Storm Fern
During Winter Storm Fern (January 22–26, 2026), dispatchable sources supplied 85% of average load and 90% at the 298 GW…
The Renewable Fuel Standard (RFS) Ethanol Blend Rates
Although EPA mandated a 12.5% ethanol blend rate in 2024, U.S. gasoline marketers in the aggregate blended at only 10%,…
Venezuela: U.S. Crude Oil Imports and Diluent Availability
U.S. crude oil imports from Venezuela have fallen from 730 thousand barrels per day (9.25% of total requirements) before the…
U.S. Crude Oil & Product Imports from Venezuela Under Shifting Sanctions Regimes – Revisited
U.S. crude oil and product imports from Venezuela have swung with successive sanctions regimes—falling to zero after Executive Order 13850…
EPRINC Interactive Chart: US Residential Electricity Price Y-O-Y Growth, Cents/kWh
Residential electricity prices went up in most states between August 2024 and August 2025, but the size of the increase…
The U.S. Lubricants Market: Supply & Demand
Though lubricants make up only about 200 thousand barrels per day of the roughly 18 million barrels per day U.S.…
EPRINC Interactive Chart: Changes in Electricity Prices Over the Past 20 Years (Desktop-friendly)
One of the perennial questions we ask at EPRINC is “What contributes most to electricity prices?” Bad policies, generation mix,…
Impact of Recent U.S. and EU Sanctions on the Price of Russian Urals Crude Oil
Following new U.S. and EU sanctions targeting Russia's largest oil producers, the price of Russia's Urals crude benchmark fell from…
Global Nuclear Power Generation: Three Views
Ranked three ways — by existing plus mothballed and retired capacity, by capacity under construction and in pre-construction, and by…