(By Oil & Gas 360) – Energy markets are beginning to shift from crisis response to structural repricing. This week, tightening supply, weakening confidence in key shipping routes, and renewed coal demand all pointed to the same conclusion: the global energy system is becoming more constrained, more expensive, and more strategically fragmented. THIS WEEK’S 5 HEADLINES THAT MATTERED 1. OPEC
(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 forward curve and the implications it quietly refuses to accept. This is not a forecast. It is a thought exercise
(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 metal tied primarily to transportation is increasingly becoming part of a much broader conversation around power systems, backup storage, grid
(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. The proposed LNG Export Security Act, introduced by Senators John Cornyn and John Fetterman, would amend the Natural Gas Act to strengthen protections for LNG
(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 energy investor said on Friday. The Commonwealth LNG facility in Cameron Parish, Louisiana, will have an annual capacity of 9.5 million tons
This week’s Baker Hughes Rig Count shows that the U.S. increased by 3 last week, resulting in a total count of 551 rigs. Canada had no change over last week, resulting in a total Canadian count of 124 rigs. Breakdown by region Of the regions tracked by Baker Hughes, the Permian region experienced an increase this week. Meanwhile, 5 regions
Oil Price – The Abu Dhabi national oil company ADNOC plans to have a new pipeline operational in 2027 that would double its oil export capacity through Fujairah, which sits outside the Strait of Hormuz. ADNOC plans to build a new project, the West-East 1 Pipeline, which is expected to become operational next year and double the UAE’s energy giant’s export
(Investing) – LONDON – Oil prices gained about 2% on Friday after comments from U.S. President Donald Trump and Iran’s foreign minister further dented hopes of a deal to end ship attacks and seizures around the Strait of Hormuz. Brent crude futures gained $2.50, or 2.4%, to $108.22 a barrel by 1139 GMT. U.S. West Texas Intermediate futures were up $2.86, or
