Post by National Center for Energy Analytics

In June, the energy world was forced to reckon with the distance between narrative and reality. A U.S.-Iran agreement moved oil markets, but the Strait of Hormuz remains far from normal. China's clean-energy reputation looks very different when you examine the actual data. Direct air capture is absorbing billions in subsidies while delivering temperature reductions too small to measure. And the finger-pointing at data centers for rising electricity bills is obscuring the policy choices that created the affordability problem in the first place. Our research this month followed that same thread — stripping back the storylines to examine what the numbers actually show. Our scholars were equally busy, appearing across print, broadcast, and podcast to advance a more grounded conversation about energy costs, oil market structure, and what reliable power actually requires. Read the full newsletter for highlights from our scholars, media appearances, and the energy news we’re watching. 👇