Industry Insights & Opinions Archives -

360 Energy Pulse: What mattered this week in energy

August 7, 2026

(By Oil & Gas 360) – This week underscored how quickly geopolitical uncertainty can reshape market sentiment, even as companies remain focused on long-term capital discipline. Oil prices strengthened on renewed uncertainty surrounding the Iran conflict, while producers continued investing in natural gas, offshore development, and high-quality shale assets. At the same time, mergers and acquisitions slowed, balance sheets strengthened, and

360 Energy Pulse: What mattered this week in energy

July 31, 2026

(By Oil & Gas 360) – This week highlighted the growing gap between short-term market volatility and long-term industry investment. Oil prices whipsawed on renewed U.S.–Iran tensions before retreating as military action paused, while natural gas markets softened on record production. Yet behind the daily price swings, companies continued committing billions of dollars to LNG, pipelines, upstream developments, and natural

The three-legged stool: Agriculture, oil & gas, and pharmaceuticals

July 31, 2026

(Oil & Gas 360) By Greg Barnett, MBA – Politicians, activists, industry groups, and media commentators all love the word subsidy. It is a powerful term because it implies dependence. If an industry receives subsidies, the assumption is that it survives only because taxpayers prop it up. The reality is far more complicated. Agriculture, oil and gas, and pharmaceuticals are three

Cash flow without the capex

July 29, 2026

(By Oil & Gas 360) – Oil and gas investing is often associated with drilling rigs, production growth, and volatile commodity prices. Yet one of the industry’s most resilient business models operates largely behind the scenes. Royalty and mineral companies own the rights to the resources beneath the ground, not the wells that produce them. Instead of funding drilling programs,

America’s hidden nuclear gem

July 29, 2026

(Oil & Gas 360) By Greg Barnett, MBA- Why the Next Nuclear Boom May Depend More on Existing Reactors Than New Ones. The narrative surrounding nuclear power in America is usually focused on what comes next: small modular reactors, advanced fuels, microreactors, and the promise of a new generation of nuclear technology. Yet one of the most overlooked investment stories

Asia is rewriting the global energy map

July 28, 2026

(By Oil & Gas 360) – The global energy landscape continues to evolve at an unprecedented pace, with Asia emerging as the epicenter of the industry’s transformation. Shifting geopolitical dynamics, evolving trade corridors, changing production policies, and rising energy demand are creating a market that is more interconnected and more volatile than at any point in recent history. For investors,

The electricity question nobody asked five years ago

July 28, 2026

(Oil & Gas 360) By Greg Barnett, MBA What the EIA’s Monthly Energy Review May Really Be Telling Us About America’s Energy Future Between the mid-2000s and the early 2020s, U.S. electricity consumption remained largely stagnant despite population growth and economic expansion. Efficiency gains offset much of the underlying growth in demand. According to EIA forecasts, that era may now

360 Energy Pulse: What mattered this week in energy

July 24, 2026

(By Oil & Gas 360) – This week reinforced a familiar reality: energy markets are increasingly being shaped by the intersection of geopolitics, infrastructure, and capital allocation. Escalating attacks on commercial shipping in the Red Sea and Gulf of Oman pushed oil above $100 per barrel and tightened physical crude markets, while natural gas prices climbed as LNG demand strengthened and

The world still runs on fossil fuels

July 22, 2026

(By Oil & Gas 360) – The global energy transition is reshaping investment, policy, and technology. Solar and wind continue to break installation records, battery storage is expanding rapidly, and governments are investing billions of dollars to accelerate decarbonization. Headlines often suggest the world is moving quickly beyond fossil fuels. The data tell a more measured story. Despite extraordinary

Two chokepoints, one expanding energy risk

July 20, 2026

(By Oil & Gas 360) – For decades, the Strait of Hormuz has been the world’s most closely watched energy chokepoint. Roughly one-quarter of global seaborne oil trade passes through the narrow waterway, making it the focal point whenever tensions rise between Iran and the West. Any threat to Hormuz immediately raises concerns about crude supplies, shipping costs, and global

360 Energy Pulse: What mattered this week in energy

July 17, 2026

(By Oil & Gas 360) – Energy markets spent another week caught between tightening fundamentals and volatile geopolitics. Oil briefly climbed to a one-month high as attacks intensified around the Strait of Hormuz, only to retreat as traders questioned whether the disruption would materially reduce global supply. Meanwhile, natural gas, LNG, AI-driven power demand, and long-term infrastructure investment continued to

Oil markets are pricing conflict again

July 17, 2026

(By Oil & Gas 360) – For much of the past decade, oil markets were defined by abundance. The U.S. shale revolution, ample OPEC+ spare capacity, and slowing demand growth encouraged investors to focus on production, inventories, and macroeconomic trends. Geopolitical events still generated headlines, but price spikes were often short-lived as markets assumed disrupted supplies could be replaced and trade

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