EUCI

Recent analysis shows the U.S. economy has become more resilient to global oil shocks, including the recent Iran-related disruption, than many other regions. Stronger domestic production and lower oil intensity have helped soften inflationary and growth impacts compared to past cycles.

While global markets still experienced volatility, the U.S. weathered the shock better than expected, highlighting a structural shift in how energy disruptions affect the economy.

Read more: https://www.euci.com/the-u-s-economy-weathered-the-iran-oil-shock-better-than-the-rest-of-the-world/

The U.S. economy weathered the Iran oil shock better than the rest of the world The United States economy has weathered the global oil shock created by the Iran war better that the rest of the world with its gross domestic product (GDP) suffering a fraction of the worldwide decline

U.S. upstream oil & gas M&A activity surged to a two-year high in Q1 2026, reaching $38 billion in deals driven largely by major corporate consolidation activity. As market volatility, energy demand, and commodity pricing continue reshaping the industry, strategic acquisitions are playing a critical role in positioning companies for long-term growth.

The latest analysis explores what’s driving the resurgence in dealmaking, how higher oil prices may influence future transactions, and what industry leaders should watch as consolidation accelerates across the sector.

Read more: https://www.euci.com/first-quarter-2026-oil-and-gas-ma-hits-two-year-high-driven-by-corporate-deals/

First quarter 2026 oil and gas M&A hits two-year high driven by corporate deals First quarter 2026 U.S. upstream O&G sector M&A hit a quarterly two-year high – $36 billion – before activity cooled

Global demand for solar is accelerating fast. China’s solar exports hit a record 68 GW in March alone, driven by rising energy insecurity, high fossil fuel prices, and countries rushing to expand clean energy capacity.

A fascinating look at how the global energy crisis is reshaping the future of energy and why solar deployment is growing at an unprecedented pace.

Read more: https://www.euci.com/china-sees-a-record-surge-in-solar-exports-spurred-by-the-global-energy-crisis/

China sees a record surge in solar exports spurred by the global energy crisis The global energy crisis and a pending increase in export costs spurred a month-over-month doubling in March of Chinese PV solar exports to a record 68 GW