IIR News Intelligence

Industrial Info Resources is tracking progress at Suncor's Denver refinery and other facilities affected by shutdowns

Shipping data show China imported a record amount of U.S. ethane in April, while Canada is formulating a C$1 trillion to double power generation by 2050.

Global crude oil prices were treading water on Thursday, though tensions remain high after a ship was seized in the Emirati waters of the Persian Gulf.

IIR Energy data published Wednesday show regular maintenance pushed feed gas levels for LNG down nearly 2 billion cubic feet per day from recent highs, while the U.S. Department of Energy warns that long lead times could constrain growth in the sector.

LNG drives significant growth in global orders, but executives warn Strait of Hormuz likely won't reopen soon

Fuel pellet construction projects are active in the U.S., Mexico and Canada, bringing in US$1.75 billion in potential capital and maintenance spending.

Violence in the Middle East is influencing the performance of companies across the global energy sector.

Crude oil prices have edged downward, but little is certain amid continued instability along the Strait of Hormuz.

With less than 40 days until hurricane season, early U.S. forecasts point to a generally quieter Atlantic driven by El Niño.

Italy's Eni has secured 500 million euro (US$577 million) in financing from the European Investment Bank (EIB) for a key biofuels project at its Sannazzaro de' Burgondi refinery that is being tracked by Industrial Info Resources.

Global crude oil prices slipped Tuesday after global shipper Maersk said a vessel made it through the Strait of Hormuz.

U.S. wholesale price for a gallon of gasoline is up nearly 90% over the last three months, and it could go higher. Industrial Info is tracking related developments.

"Get smart," U.S. President Donald Trump told Iran in an early-morning message on Wednesday. Crude oil prices rallied on the news.

While the U.S. market is a bit insulated from the war, jet fuel supplies may be at a premium. Globally, prices have more than doubled since fighting in the Middle East began.

A new task force aims to boost recruitment in the infrastructure, corrosion prevention and materials protection field.

Australia's Prime Minister Anthony Albanese has said a major fire at the critical Corio refinery will not result in fuel shortages as the country struggles to secure supplies due to the war in Iran.

While agricultural producers are clamoring for fertilizer amid a global shortage, domestic petrochemical producers are realizing they may have put too much on the market.

Having resumed operations in August 2025 after a nearly year-long suspension because of the oil price surge, Long Son Petrochemicals (LSP), a Vietnam subsidiary of Siam Cement Group (SCG) is once again facing an operational halt due to the continuing conflict in the Middle East.

Occidental Petroleum continues to face market headwinds. Its realized crude oil price for the first quarter was about 13% below the global average during the first quarter. Industrial Info Resources is tracking seven projects led by Occidental Petroleum in the United States slated for capital spending this year.

Australia's chemical industry is experiencing widespread disruptions due to the conflict in the Middle East.

Fluor received contracts for two major proposed projects in the U.S.--a new domestic crude oil refinery, as well as SMR construction at a Dow chemical site, both in Texas. Industrial Info is tracking more than US$45 billion worth of active and proposed projects worldwide featuring Fluor's services, more than US$12 billion of which is attributed to projects in the U.S.

As much as half of some fertilizers flow through the Strait of Hormuz, which is blocked by Iran. The Northern Hemisphere and the U.S. in particular may be temporarily shielded from resulting higher farm prices--this season.

Equinox Gold Corporation will acquire Orla Mining Limited, creating one of the leading gold producers in the Americas with an expected gold production of 1.1 million ounces for 2026.

La producción de cobre de Chile en el primer trimestre cayó un 5,8% hasta alcanzar 1,21 millones de toneladas, registrándose los mayores descensos en las minas El Teniente, El Abra, Spence y Escondida.

Efforts by the U.S. to strengthen domestic and global critical minerals supply chains and prevent market manipulation, largely in response to overreliance on China, now include a MOU and action plan with the EU and builds on the FORGE initiative that was announced earlier this year.

Chile's copper production in the first quarter was down more than 5% from last year, showing a substantial drop in March.

The U.S. metallurgical (met) coal market is going through a managed decline, as domestic markets are largely gone and overseas markets are oversupplied and highly competitive.

With gold output nearing 300,000 GEO, McEwan expects a final investment decision on its Los Azules copper project in Argentina by year-end.

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In a 6-3 decision Friday, the U.S. Supreme Court ruled that President Donald Trump exceeded his legal authority in unilaterally imposing unbounded tariffs on nearly every country in the world using a 1970s-era emergency economic law.

The U.S. Supreme Court has gutted a central pillar of President Donald Trump's economic agenda.

A winter storm is expected to move from the U.S. Southwest across the southern Plains and into the East this weekend. This system is forecast to bring heavy rain and localized flooding.

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CMPC is moving ahead with a major investment to build a new pulp mill in Barra do Ribeiro, in Brazil's Rio Grande do Sul state

A federal trade court was told March 6 that it would take about 45 days to reconfigure the systems and processes used by U.S. Customs and Border Protection before it could begin making refunds on tariffs it has collected.

The manufacture of soft drinks, juice drinks, bottled water and similar beverages means big business in the U.S., and the producers and bottlers of these beverages are at work on projects across the country.

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With more than $2 billion of projects at U.S. soybean-crushing plants rated as medium- or high-probability in the works, the sector is led by Illinois, where one grassroot plant presently is under construction and two others are being expanded.

The European Union (EU) has signed its largest ever free trade agreement with India as it seeks to create new economic ties at a time of geopolitical unrest caused by China, Russia and the U.S..

The Mercosur-EU deal will bring agricultural, mining and manufacturing opportunities to South American producers.

Power company American Electric Power this week boosted its five-year spending plan by $6 billion to $78 billion after signing multiple large-load agreements in the first quarter.

Large computational electric loads from data centers and other facilities could pose a threat to the reliability of the U.S. bulk power system, warns the North American Electric Reliability Corporation (NERC).

According to Industrial Info Resources data, there are $63 billion worth of active and planned battery-manufacturing projects across the U.S., with $45 billion of the spend attributed to projects under construction.

U.S. businesses invested more than $44 billion in data centers in the first quarter, continuing a rise in outlays aimed at winning the artificial intelligence contest.

Industrial Info Resources is tracking more than US$67 billion of current construction from Taiwan Semiconductor Manufacturing Company (TSMC), with key areas including its home country of Taiwan and Phoenix, Arizona.

Dominion's five-year plans include natural gas, renewable and nuclear plans along the East Coast

Industrial Info is tracking more than $5.5 billion of current and potential U.S. projects to research, develop and manufacture the devices and equipment that keep the medical sector functioning.

Germany's Vetter Pharma-Fertigung GmbH & Co KG is expanding its home-country operations with plans to spend 480 million euro (US$574 million) to build a state-of-the-art production facility in Saarlouis, in southwest Germany.

El acuerdo Mercosur-UE brindará oportunidades agrícolas, mineras y manufactureras a los productores sudamericanos.

Ed Lewis, the founder and CEO of Industrial Info Resources (IIR), calls the IIR model "surveillance-grade" because it is active and asset-level. Now, IIR is exploring AI.

The Irish government has approved a new energy plan to boost investment in energy intensive facilities including data centers, life sciences, semiconductors and Artificial Intelligence (AI).

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