(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
(By Oil & Gas 360) Part II – As U.S. power markets move to reprice reliability, another shift is taking place: the role of oil and gas operators is being reconsidered in the context of grid stability. For much of the past decade, oil and gas have been viewed primarily through the lens of emissions and transition. That framing is
(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
(Oil & Gas 360) Part 1 – The U.S. power system is entering a period of adjustment that looks less like routine reform and more like a reset. The immediate catalyst is PJM Interconnection’s move to consider a broad overhaul of how its markets price and procure capacity, a signal that the existing framework is no longer aligned with
(Oil & Gas 360) By Greg Barnett, MBA – (Part 3 of 6) – Energy Demand does not grow in a straight line, and it does not respond neatly to narratives. It responds to Demand. Demand for rebuilding, stability, and the slow work of improving how people live. That reality is often missing from modern oil and gas commentary,
(By Oil & Gas 360) – A decade ago, Guyana wasn’t part of the global oil conversation. Today, it’s one of the most important new sources of supply in the world. Few countries have moved from discovery to production as quickly or as successfully. What started as a high-risk exploration play has become a case study in how modern oil development can
(Oil & Gas 360) By Greg Barnett, MBA – No oilfield on earth better illustrates the intersection of geology, law, capital markets, technology, and geopolitics than the Permian Basin. Spanning West Texas and southeastern New Mexico, the Permian today produces more crude oil than any basin in the world, exceeding the output of most OPEC member states and rivaling entire nations.
(Oil & Gas 360) – The Permian Basin has been written off before. Each time, it proved the opposite: it grew faster, produced more, and pushed U.S. oil supply to new highs. But today, the question isn’t whether the Permian is running out. It’s how much longer it can keep doing what it’s done for the past decade, and more importantly,
(Oil & Gas 360) By Greg Barnett, MBA – (Part 2 of 6)- For most of the modern history of oil and gas, supply was constrained by geology, technology, or access. Today, it is constrained by something far more durable: capital discipline. This is not a slogan. It is an observable shift in behavior that explains more about current market
