2025 LOD Royalty data ready | Blackbeard Data Analytics

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2025 LOD Royalty data ready

Europe Dodges a Rhine Crisis for the Worst Possible Reason August 22, 2026
The Rhine has slightly risen from its mid-August record low (when Kaub’s water level gauge – at the river’s decisive chokepoint – was below 10 cm), but the relief is mostly optical. Barges still cannot carry normal loads through it, leaving the industrial corridor from Rotterdam and Antwerp to southern Germany, eastern France and Switzerland […]
The Gas Turbine Shortage Just Became AI’s Biggest Constraint August 22, 2026
Order a heavy-duty gas turbine from GE Vernova today and it won’t arrive until 2031. That’s the company’s actual production schedule, confirmed on its July 22 earnings call, and it’s the fact sitting underneath every AI data center power plan announced in the last two years. It comes up far less often than the announcements […]
Clean Energy Spending Tracking Toward Record $180 Billion in 2026 August 22, 2026
Donald Trump is accidentally overseeing a massive buildout of the country’s renewable energy capacity and infrastructure. Not only are investments in renewable technologies soaring to new highs, the national energy grid is rapidly transforming to accommodate an increasingly solar- and wind-powered energy mix. Despite massive rollbacks of Biden- and Obama-era clean energy incentives and financial […]
Every Chokepoint That Isn't Hormuz August 22, 2026
For six months the entire conversation about oil logistics has been about one strait, and you can hardly blame anyone for that. Hormuz has been effectively closed since late February, when the war between Iran and the U.S. and Israel started, and the EIA reckons only 4.9 million barrels a day of crude and liquids […]