Industry Insights & Opinions Archives -

Big Tech’s nuclear future is creating a new uranium story

June 17, 2026

(By Oil & Gas 360) – The artificial intelligence revolution is creating an unexpected winner in the energy sector: uranium. For years, uranium and nuclear energy occupied a relatively niche corner of the investment landscape, supported primarily by utilities, governments, and a handful of long-term investors. Today, that picture is changing rapidly. The rise of artificial intelligence, hyperscale data centers, and

The Pickens Plan revisited: Policy fragmentation and the failure to scale natural gas transportation

June 17, 2026

(Oil & Gas 360) By Greg Barnett, MBA, Part 2 of 3- The United States has not failed to recognize the potential of natural gas as a transportation fuel. On multiple occasions, the concept has been elevated to the national stage, debated within Congress, and supported by both industry and policymakers. The most prominent example remains the effort led by

Back to where we started?

June 16, 2026

(By Oil & Gas 360) – The proposed sixty-day ceasefire between the United States and Iran with Pakistan as mediator has been greeted by energy markets with a sense of relief. Oil prices retreated from crisis levels, shipping companies began preparing for a gradual return to normal operations, and insurers started reassessing the elevated war-risk premiums that had accompanied weeks

The Engineered Barrel – Part I: Matt Simmons, aging reservoirs, and the new physics of global oil

June 16, 2026

(Oil & Gas 360) By Greg Barnett, MBA – For most of the modern petroleum era, the global oil market operated around a relatively straightforward belief system. If prices rose high enough, new supply would arrive. If prices collapsed low enough, drilling activity would slow, demand would recover, and the market would rebalance. Generations of executives, investors, traders, and researchers

$Energy Market Assessment: The fracking revolution working here & freedom growing over there- oil and gas 360$

Energy Market Assessment: The fracking revolution working here & freedom growing over there

June 15, 2026

(Oil & Gas 360) – The Fracking Revolution Working Here & Freedom Growing Over There Have UP The Direction We Head With Prosperity Production Growing Here. Employment Increasing and it more than expected confirms prosperity producing growth the direction we head. Establishments increasing employment 172,000 in May to another new record high of 159.001 million (Figure 1, red line) was notably

America’s natural gas advantage: Engineering the dual-fuel work truck and the missed path in U.S. transportation policy

June 15, 2026

(Oil & Gas 360) By Greg Barnett, MBA, Part 1 of 3- The United States possesses one of the largest natural gas reserves in the world, supported by an extensive pipeline network, mature production capabilities, and decades of operational expertise. Yet despite this structural advantage, natural gas has never been fully deployed as a transportation fuel at national scale. This

360 Energy Pulse: What mattered this week in energy

June 12, 2026

(Oil & Gas 360) – This week highlighted a growing disconnect in energy markets. Oil prices fell sharply on hopes for diplomacy, yet the underlying fundamentals continue tightening. Inventories are falling, OPEC production remains constrained, shipping transparency is deteriorating, and energy demand tied to AI and data centers continues to accelerate. Markets may be pricing peace, but they are still

SpaceX, Hormuz, and the energy valuation gap

June 12, 2026

(By Oil & Gas 360) – The financial markets are delivering a remarkable contradiction. At the same moment that the Strait of Hormuz remains one of the most consequential risks to the global economy, investors are preparing to embrace what is expected to be the largest IPO in history, valuing SpaceX at roughly $1.75 trillion despite the company remaining unprofitable

When the buffer breaks: Oil, capital discipline, and the next market rotation

June 10, 2026

(Oil & Gas 360) By Greg Barnett, MBA – In a prior analysis, the argument was made that the United States can see nearly every sanctioned barrel moving through the global system but does not fully control where those barrels ultimately go. That distinction—between visibility and control—explains why flows persist despite policy intervention. A second constraint now sits beneath that system.

Permian vs. Montney: Capital, control, and the next phase of investment

June 9, 2026

(By Oil & Gas 360) Part II of II– If the first part of the story is about geology and production, the second is about capital, and who controls the resource. Because the biggest structural difference between the Permian and the Montney is ownership. In the Permian, subsurface rights are largely privately held. That has created one of the most dynamic capital environments

Colorado’s energy experiment: The true cost of policy ambition

June 9, 2026

(Oil & Gas 360) By Greg Barnett, MBA – Colorado is not failing—it is becoming more expensive by design, and the data shows those costs are now starting to slow growth. Colorado presents itself as a model for the future: a clean-energy leader, a high-quality-of-life destination, and a forward-looking economy. On the surface, that narrative still holds. But beneath it,

Permian vs. Montney: Scale vs. longevity

June 8, 2026

(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

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