(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) Part II – If Part I is about what Canada has built, Part II is about what it hasn’t fully unlocked. Because the next phase of Canada’s energy story is not just in the Western Canadian Sedimentary Basin. It’s onshore, it’s offshore, it’s frontier, and increasingly, it’s global. For decades, Canada’s oil and gas system was
(Oil & Gas 360) By Greg Barnett, MBA – (Part 5 of 6)- Modern energy markets are not broken. They are optimized. Over the last decade, oil and gas have been reshaped by a single, dominant objective: capital efficiency. Excess capacity was punished. Idle inventory was criticized. Returns mattered more than buffers. The industry responded rationally by removing slack from
(By Oil & Gas 360) – Part I – Canada’s oil and gas story has never followed the same path as the United States. It hasn’t been defined by speed, short-cycle production, or the ability to rapidly scale in response to price. Instead, it has been built on something else entirely: size, longevity, and resource depth. That difference shows up most clearly in
(Oil & Gas 360) By Greg Barnett, MBA – If the first Gray Swan resides beneath Iran’s tanks and inside its reservoirs, the second flies openly above the Strait of Hormuz. This is the domain of leverage rather than logistics, of influence rather than infrastructure. It is where diplomacy, energy flows, and great‑power competition intersect—and where markets persistently mistake management
(By Oil & Gas 360) – Coal has been written off many times before. Each time, it stayed. Today, the conversation is returning with more urgency. Climate targets, investor pressure, and policy commitments continue pushing toward a future with less coal. But the real question is no longer whether coal use should decline. The question is whether the world is
(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
(By Oil & Gas 360) – Colorado’s latest energy battle is quickly becoming about more than natural gas. What began as a proposed ballot measure to create a constitutional “right to natural gas” is now evolving into a broader debate over energy policy, consumer choice, electrification, affordability, and the pace of transition. At the center of the dispute is Initiative
(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
(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
