(By Oil & Gas 360) Part I of II- The Permian Basin and the Montney are often talked about in the same breath, they shouldn’t be. Not because they aren’t comparable, but because they represent two very different models of what modern energy supply looks like. One is built on scale, speed, and global influence. The other is built on depth, longevity, and structural resilience. Together, they tell a bigger
(Oil & Gas 360) By Greg Barnett, MBA – The Corporate Average Fuel Economy, or CAFE, standards were enacted in 1975 in response to a clear and immediate problem: the United States had built an automotive system optimized for size and power at precisely the moment energy security became a national vulnerability. Average passenger vehicles delivered barely 13 miles per
(By Oil & Gas 360) – This week reminded markets that energy disruptions are rarely confined to the oil patch. Concerns over stalled U.S.–Iran negotiations, shrinking inventories, strained shipping routes, and growing LNG demand all pointed to the same reality: the world’s energy system remains vulnerable to supply shocks. While oil flows continue moving through Hormuz, the margin for error
(By Oil & Gas 360) – For much of the past two years, the artificial intelligence boom has been viewed through the lens of semiconductors, software, cloud computing, and record capital spending by the world’s largest technology companies. Increasingly, however, AI is becoming something much larger. It is becoming one of the most important energy stories of the decade. The rapid
(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 remains flat. On the surface, the system looks calm. That appearance has not changed since the first interpretation of this
(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 remainder of 2026. On the other, a massive wave of new LNG supply scheduled to enter the market beginning
(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 by new acreage or step-change production growth, but by recovery efficiency, infrastructure alignment, and capital allocation within a competitive global
(By Oil & Gas 360) – The global oil market remains focused on the immediate disruption caused by the Iran conflict, vessels trapped inside the Strait of Hormuz, reduced exports, tightening inventories, and volatile prices. Yet some of the industry’s largest players are increasingly warning that the bigger challenge may not be the current supply shock, but what happens after it.
(Oil & Gas 360) By Greg Barnett, MBA – The Energy Information Administration did not intend to write a thesis on the future of the American economy. Yet that is precisely what it has done. Hidden in a technical projection is a structural shift as consequential as electrification itself: data centers are rapidly becoming one of the dominant consumers of
(By Oil & Gas 360) – The oil market has spent the past several weeks trading optimism. Prices have retreated from their crisis highs as investors bet that diplomacy, ceasefire extensions, and negotiations between Washington and Tehran will eventually restore flows through the Strait of Hormuz. Yet a growing number of traders, analysts, and industry executives are warning that markets may
(Oil & Gas 360) By Greg Barnett, MBA – The United States possesses the most capable financial surveillance system and the most sophisticated space-based intelligence architecture in the world. It can track cargoes leaving Iranian terminals, identify tankers operating without signals, reconstruct shipments conducted in the dark, and map the commercial networks moving those barrels across oceans. There is no
(Oil & Gas 360) By Greg Barnett, MBA – The global energy conversation is stuck in a loop. Prices rise, pundits shout “demand destruction,” politicians promise relief, and models dutifully predict reversion. Then reality fails to cooperate. Again. What’s being missed is simple but uncomfortable: much of what looks like volatility today is actually structure asserting itself. Oil, refined products,
