The Gray Swan in the Curve: Hypothesizing oil prices, supply response, and what comes next
(Oil & Gas 360) By Greg Barnett, MBA – If the first Gray Swan revealed itself beneath Iran’s tanks and the second hovered over the Strait of Hormuz, the third emerges where markets are
The Gray Swan in the Curve: Hypothesizing oil prices, supply response, and what comes next
(Oil & Gas 360) By Greg Barnett, MBA – If the first Gray Swan revealed itself beneath Iran’s tanks and the second hovered over the Strait of Hormuz, the third emerges where markets are most reluctant to linger: in the
Lithium meets the AI and data center boom
(By Oil & Gas 360) – The lithium story is no longer
Bipartisan Senate bill targets future LNG export moratoriums
(World Oil) – A bipartisan group of U.S. senators has introduced legislation
Commonwealth LNG approves $13 billion Louisiana export project
(Oil Price) – Developers of the Commonwealth LNG project have taken the final
Lithium meets the AI and data center boom
(By Oil & Gas 360) – The lithium story is no longer just about electric vehicles. A new demand driver is emerging rapidly across global markets, AI infrastructure, and the explosive expansion of data centers. What began as a battery
Bipartisan Senate bill targets future LNG export moratoriums
(World Oil) – A bipartisan group of U.S. senators has introduced legislation aimed at preventing future presidential administrations from pausing or delaying liquefied natural gas (LNG) export approvals, drawing support from oil and gas industry organizations and energy workforce groups.
Commonwealth LNG approves $13 billion Louisiana export project
(Oil Price) – Developers of the Commonwealth LNG project have taken the final investment decision to build the $13-billion U.S. export plant in Louisiana, underpinned by investments from Kimmeridge, Abu Dhabi-based Mubadala Energy, and Canada Pension Plan Investment Board, the UAE
Company to watch
Weekly Inventories
U.S. crude oil inventories decrease by 4.3 million barrels
Weekly Crude Oil Storage as of May 8, 2026 U.S. commercial crude oil inventories (excluding those in the Strategic Petroleum
Weekly Gas Storage: Inventories increase by 85 Bcf
Natural Gas Inventories as of May 8, 2026 The EIA has released its natural gas inventory report, showing a net
U.S. rig count increased by 3, is at 551
This week’s Baker Hughes Rig Count shows that the U.S. increased by 3 last week, resulting in a total count
