It’s when America’s energy nightmare began. After several regional power plants failed, electric grid operator ISO New England sent out an urgent plea: "Any resource that can respond be online for the evening peak.” The plant failures caused a shortage of operating reserves during the bitter cold and storm conditions. Lights and heat were lost throughout much of the region. Lives were on the line. Prices for energy spiked to more than $2,000 per megawatt-hour during the crisis. Up from an average of $130.79 per megawatt-hour. |  | Fortunately, there were just enough power plants that could respond. So the total failure of New England’s electrical grid was avoided… this time. The bad news is, it’s not a matter of if, but when for the Boston area. Since that near-catastrophe, the energy stability in New England has worsened. The war in Ukraine, the war in Iran, and now the insatiable demands of AI infrastructure has pushed our energy systems to the limit and the next storm could knock out the power for the entire region for days, or even weeks. I predict that hundreds of thousands of people will seek refuge in generator-powered public shelters. While homes are without electricity and heat in the dead of winter. Such an event could set off a chain reaction that would wreck huge tracts of our economy and send shrapnel ripping through the stock market. In this video exposé I show you what’s coming, how to prepare for it, and how to profit from it too. Don’t miss out because The Boston Blackout is coming and could reshape America. Good investing, Porter Stansberry P.S. In the video, about halfway through, I’ll show you step-by-step how to protect yourself, your family, and safeguard your savings and investments from an energy crisis that’s spreading from Europe to New England, and soon across America… Don’t miss this: CLICK HERE. | | | |
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| Brent Is at $107 and Diesel Just Hit $6.05. The War Premium Has Permanently Reset the Energy Floor. | | Written by Evan Brooks · September 11, 2026 | |
| The Energy Picture Right Now | - Brent crude settled near $108 on September 11 — the highest in nearly four months — after surging 6.3% to $107.63 on September 10. WTI rose above $104 on September 11 after topping $100 for the first time since May. Both benchmarks are up more than 30% from August lows.
- US diesel prices hit a record $6.05 per gallon on September 11, per AAA — up from $5.85 the prior week and $3.70 at this point last year. Regular gasoline averaged $4.29 nationally. Heating oil futures rose 121% year over year. The full energy complex is repricing simultaneously.
- S&P Global Energy described the market as settling into a prolonged new normal where disruption risk is persistent, not episodic. Iran signaled readiness for a protracted conflict. The MSCI Asia Pacific Index tumbled 1.7% on September 11 — its steepest single-day drop in three weeks — led by declines in Japan, South Korea, Australia, and Taiwan.
| | | From $70 to $108: Why the June Ceasefire Was Never a Floor | | Brent crude was trading near $70 before the US-Iran war began. The June ceasefire agreement, which briefly reopened the Strait of Hormuz, pulled prices back toward $72 and allowed markets to reprice the conflict as episodic rather than structural. That repricing was wrong, and the error has now compounded through three separate legs higher. The first leg was the June-July breakdown of the ceasefire as attacks on tankers resumed. The second was the Kharg Island strike on September 9, which damaged Iran's primary oil export terminal. The third — visible in September 11's $108 Brent print — is the market absorbing Iran's signal that it is prepared for a protracted conflict with no near-term ceasefire. Each leg has required traders who had sold oil on diplomatic signals to unwind positions at progressively higher prices. The structural read from S&P Global Energy — that disruption risk is now persistent, not episodic — is the market finally pricing in what the physical data has been indicating since August: a ceasefire that did not hold once is unlikely to hold permanently. | | The diesel price is the transmission mechanism that makes this an economy-wide event rather than a commodity market story. At $6.05 per gallon, diesel costs are running 63% above where they were a year ago. Diesel is the fuel of freight — trucks, trains, ships, construction equipment. Every category of goods that moves through a supply chain before reaching a consumer passes through a diesel-priced input at some stage. The NPR analysis published September 11 framed this accurately: surging diesel prices are deepening strain for hauling everyday goods, with the $6.05 national average driven directly by the Iran war's impact on global crude flows. The August CPI print at 3.4%, released the same morning, was built on data collected before this week's Brent move. September's CPI — due in mid-October — will be the first print to fully capture the energy shock that materialized in the week of September 8 through 11. | |
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| Saudi Output at Its Lowest Since 1990 — and Why That Makes the Floor Even Higher | | One data point that has received less coverage than the Brent price itself: Saudi oil output has plunged to its lowest level since 1990, per reporting from Middle East Monitor on September 11. That collapse is a consequence of the war's disruption to the regional logistics of crude production and shipping — Saudi Arabia's spare capacity buffer, which has historically served as the market's emergency valve when supply shocks push prices to extremes, is either unavailable or insufficient to offset the Hormuz disruption at current volumes. The ING analyst note from September 11 identified China as the variable that will determine whether the rally sustains: China has stepped up crude purchases in recent weeks after months of subdued demand, boosting the physical market at precisely the moment when supply is most constrained. A China demand acceleration layered on top of a supply disruption from the Iran conflict — with Saudi spare capacity at a 35-year low — is the arithmetic that makes Goldman's $120 Brent scenario look less like a tail risk and more like a base case if the conflict extends through Q4. | | What a Prolonged $100-Plus Energy Regime Does to the Fed's Options | | The Tickmill Group macro outlook for September 11 identified the core policy constraint precisely: Brent near $110 restricts central bank flexibility and elevates second-round inflation risks. Second-round effects are the mechanism by which an energy price shock becomes embedded in underlying inflation — when companies raise prices to pass through higher transportation and input costs, and workers demand higher wages to offset fuel and food costs, the initial commodity price move translates into a broader inflationary impulse that persists even after the commodity price stabilizes. The Fed's standard treatment for energy-driven inflation is to look through it on the grounds that commodity prices are transitory. That framework becomes increasingly difficult to apply when crude oil is up 58% year over year, diesel has doubled, and the geopolitical driver — a US-Iran naval conflict with no ceasefire in sight — shows no sign of resolving before the Fed's December meeting. Warsh's September 16 decision will produce a rate path for November and December that was calibrated to a $107 Brent world. If Brent hits $120 before December, that path will need to be recalibrated. | | | | Sources: Bloomberg · NPR · Brecorder · Middle East Monitor · Financial Juice · Tickmill Group · S&P Global Energy · ING · Trading Economics | |
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