(By Oil & Gas 360) – Energy markets moved into crisis mode this week as tensions around Iran and the Strait of Hormuz pushed oil prices sharply higher and sent policymakers scrambling for responses. Brent’s surge above $100 reignited inflation concerns across global markets, while shipping risks and supply disruptions forced traders to reassess everything from LNG balances to strategic
(By Oil & Gas 360) (Part II) When oil markets face a sudden shock, governments have one tool they can deploy almost immediately: emergency stockpiles. As tensions in the Middle East threaten flows through the Strait of Hormuz, policymakers are again turning to strategic reserves to stabilize energy markets. The International Energy Agency has indicated that coordinated releases from emergency reserves
(Oil & Gas 360) By Greg Barnett, MBA SPR as a national balance sheet—and why politicians keep over-promising what it can do. SPR policy is often marketed as “energy security.” In practice it is also financial engineering, governance, and political incentive. This final section frames SPRs as balance-sheet positions, compares burden to macro measures, and highlights governance and political misuse
(Oil & Gas 360) – Getting Oil In The Forms It Is Needed Where And When Needed, Having Prices Profitable, For A While, Supports Our Bullish Oil & Natural Gas Outlook. Retail gasoline prices jumping up toward the highs of year 2024 is a cost of taking out those who kill, maim and destroy to rule. Operation Epic Fury
(World Oil) – Mach Natural Resources LP reported a 109% increase in total proved reserves in 2025, reaching 705 MMboe, as the company expanded its asset base through acquisitions and continued development across its portfolio. The Oklahoma City–based operator said the reserve increase reflects multiple acquisitions completed during the year totaling $1.3 billion, including assets in the Permian and San Juan
This week’s Baker Hughes Rig Count shows that the U.S. increased by 2 last week, resulting in a total count of 553 rigs. Canada had a decrease of 8 over last week, resulting in a total Canadian count of 197 rigs. Breakdown by region Of the regions tracked by Baker Hughes, the DJ-Niobrara, Granite Wash, and Haynesville regions experienced an
(Oil Price) – Oil producers in the Arab Gulf have already lost at least $15.1 billion in oil and gas revenues since the start of the Middle East war, per estimates by commodities analytics firm Kpler cited by the Financial Times. The de facto closure of the Strait of Hormuz has choked off since March 1, millions of barrels per day of
(Investing) – The war between Iran and the United States could last far longer than policymakers anticipated, raising the likelihood of oil prices breaking past previous crisis peaks, according to RBC Capital. Helima Croft, RBC’s head of global commodity strategy, wrote that conversations in Washington have prompted the bank to revise its expectations for both the duration of the conflict
(Investing) – Italy is not conducting negotiations with Iran to secure safe passage through the Strait of Hormuz for Italian vessels or oil tankers, an Italian foreign ministry source said on Friday. The statement contradicts a report published by the Financial Times suggesting such talks were taking place. “In their diplomatic contacts, Italian leaders want to favour the conditions for a
