The U.S. energy system: Stable at home, priced abroad
(Oil & Gas 360) By Greg Barnett, MBA – The latest Monthly Energy Review, released May 26, 2026, does not introduce a new story. It confirms an existing one. The U.S. energy system remains
The U.S. energy system: Stable at home, priced abroad
(Oil & Gas 360) By Greg Barnett, MBA – The latest Monthly Energy Review, released May 26, 2026, does not introduce a new story. It confirms an existing one. The U.S. energy system remains balanced, production remains elevated, and consumption
Natural gas bulls have a 2026 story, bears have a 2027 story
(By Oil & Gas 360) – Natural gas markets are increasingly being
The Williston Basin: A mature petroleum system at the edge of its second act
(Oil & Gas 360) By Greg Barnett, MBA – The Williston Basin
U.S. oil shocks don’t hit like they used to, Fed study finds
(Oil Price) – The United States still feels oil shocks. It just doesn’t
Natural gas bulls have a 2026 story, bears have a 2027 story
(By Oil & Gas 360) – Natural gas markets are increasingly being pulled in two different directions. On one side, a combination of rising LNG exports, growing power demand, AI-driven electricity consumption, and ongoing geopolitical disruptions is supporting prices through
The Williston Basin: A mature petroleum system at the edge of its second act
(Oil & Gas 360) By Greg Barnett, MBA – The Williston Basin has evolved from a breakout shale story into a disciplined, capital-driven system where value is defined less by discovery than by execution. Its future will not be determined
U.S. oil shocks don’t hit like they used to, Fed study finds
(Oil Price) – The United States still feels oil shocks. It just doesn’t feel them the way it did when America was dancing to disco and waiting in gas lines. If the Fed is right, the idea that every oil shock
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Weekly Inventories
U.S. crude oil inventories decrease by 8.0 million barrels
Weekly Crude Oil Storage as of May 29, 2026 U.S. commercial crude oil inventories (excluding those in the Strategic Petroleum
Weekly Gas Storage: Inventories increase by 95 Bcf
Natural Gas Inventories as of May 29, 2026 The EIA has released its natural gas inventory report, showing a net
U.S. rig count increased by 4, is at 562
This week’s Baker Hughes Rig Count shows that the U.S. increased by 4 last week, resulting in a total count
