(Oil & Gas 360) By Greg Barnett, MBA – (Part 4 of 6) – One of the persistent analytical errors in energy markets is treating oil and natural gas as variations of the same problem. They are not. They behave differently, clear differently, and respond to pressure in fundamentally different ways. Understanding that distinction matters more now than at any point
(World Oil) – The Independent Petroleum Association of America praised the Trump administration’s decision to rescind the Bureau of Land Management’s Conservation and Landscape Health Rule, arguing the move will provide greater regulatory certainty for independent oil and natural gas producers operating on federal lands. The rule, commonly referred to as the BLM public lands rule, had elevated conservation as a
(BOE Report) – U.S. President Donald Trump will arrive in Beijing this week for a summit with President Xi Jinping on May 14 to 15, where U.S. officials say a deal for Beijing to buy more U.S. energy could be under consideration. Tariffs imposed during the U.S.-China trade war have halted most Chinese imports of U.S. oil and LNG, which
(Investing) – Oil prices climbed on Tuesday, extending gains of nearly 3% in the previous session, after U.S. President Donald Trump said a fragile ceasefire with Iran was on “life support,” denting hopes for an imminent peace agreement. As of 09:46 ET (13:46 GMT), Brent crude futures, the global oil benchmark, rose 3.6% to $107.96 a barrel, while U.S. West Texas Intermediate
(Oil & Gas 360) By Greg Barnett, MBA – For weeks, the market conversation around Iran revolved around a deceptively simple question: are the tanks full? Storage saturation is an easy story to tell. It offers a visible constraint, a clean trigger, and a sense of inevitability. Yet that framing misses the real risk entirely. Iran’s challenge was never about running
(Oil & Gas 360) – Consensus-Beating Growth + Peace (Achieved Peacefully Or By Force) Has Us Predict Oil Prices Lower For Consumers & Profitable For Those Producing It. Price relief for consumers and profitable prices for those producing oil & natural gas is the future. Today’s 1.5% jump in the S&P 500 (Figure 1, blue line) and 2.0% for the NASDAQ
(Investing) – JPMorgan expects Brent crude to remain in the low-$100s for much of 2026, even if the Strait of Hormuz reopens in June, as accelerating inventory draws and logistical bottlenecks keep the oil market tight, the bank said in a note. The bank’s revised framework assumes that the pace of oil inventory depletion will ultimately force the Strait to reopen,
(World Oil) – The reputation of the Strait of Hormuz as a reliable artery for global energy trade may be permanently damaged by its prolonged closure, International Energy Agency Executive Director Fatih Birol said. Even if movement is restored, “the vase has been broken. You can’t glue it back together,” Birol said, warning that the disruption has undermined confidence in what
(Investing) – OPEC crude production dropped by 830,000 barrels per day in April to 20.04 million bpd, marking the lowest output in more than 20 years. April’s production level represents the lowest OPEC output since at least 2000, excluding membership changes, and falls below the levels seen during the COVID-19 pandemic in 2020 when demand collapsed. The decline came as the
(Oil & Gas 360) – Energy markets are balancing on a narrow edge. Prices moved sharply again this week as escalation and diplomacy pulled in opposite directions, while deeper structural signals, from tightening inventories to long-term gas constraints, continue to build. The short-term story is volatility. The longer-term story is tightening supply. THIS WEEK’S 5 HEADLINES THAT MATTERED 1. Oil
(Oil & Gas 360) – April 21, 2026- For over 25 years, global petroleum consultancy Netherland, Sewell & Associates, Inc. (NSAI) has hosted its highly regarded Oil & Gas Property Evaluation Seminar. This content-rich program is designed to give non-technical energy professionals such as bankers, investors, analysts, lawyers, accountants, and new oil and gas industry professionals a basic education detailing
(Oil & Gas 360) By Greg Barnett, MBA – The modern American oil and gas system was not engineered in calm conditions. It was forged amid gasoline lines, collapsing banks, and geopolitical revolutions that redirected the flow of oil and power simultaneously. The 1973 oil embargo and the 1980s oil crash are usually treated as bookends of a turbulent era. They
