
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

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

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

U.S. House passes bill to extend federal oil and gas permitting fund
(World Oil) – The U.S. House of Representatives has passed legislation that would

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

U.S. House passes bill to extend federal oil and gas permitting fund
(World Oil) – The U.S. House of Representatives has passed legislation that would extend a key federal program supporting oil and natural gas permitting activities on public lands, drawing support from industry groups that say the measure helps improve permitting efficiency
Company to watch
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