Brent fell to $72 and posted its worst quarter since 2020, yet the 10-year Treasury holds near 4.38 percent and the 2s10s curve sits at 31 basis points. Part 18 reads the completed decoupling for commercial property financing and distributed power.
Brent fell to $75.57, a pre-war low, as the Strait of Hormuz reopens and trapped tankers clear the chokepoint. Yet the Fed dot plot flipped to a hike and the 10-year holds at 4.48%. Part 17 reads the completed decoupling for CRE.
112 companies ($1.5T revenue) urge governments to center electrification for energy security. Read what this means for CRE tenants, planners, and building value.
Grid reliability, utility rate hikes, data center demand, and evolving energy policy. Explore the biggest developments shaping commercial real estate, electrification, and energy resilience this week.
Commercial electricity prices rose 10.7% in 2026 and utilities carry $31B in pending rate requests. Why building owners cannot wait for the Iran ceasefire to solve the energy cost problem.
The U.S. struck Iran near the Strait of Hormuz and Brent fell toward $91, but the 10-year Treasury near 4.52% shows the cost of money never came down. Part 15 reads the market's numbness for property owners.