(Oil & Gas 360) By Greg Barnett, MBA – As the United States leverages its LNG and crude oil exports amid geopolitical turmoil, its economic relationship with Asia is coming sharply into focus. Tightening trade balances, tariff dynamics, and energy diplomacy are reshaping ties with China, Japan, South Korea, and India , each driven by their own urgency to diversify
(By Oil & Gas 360) – Energy markets whipsawed again this week, moving from escalation to partial relief almost overnight. Prices surged on fears of a broader supply shock, then dropped sharply as signals emerged that the Strait of Hormuz would remain open, at least for now. Beneath the volatility, the bigger story is taking shape: supply chains are shifting, capital
(By Oil & Gas 360) – Queensland’s Taroom Trough is quickly emerging as one of the most closely watched new oil developments in the developed world, not just for its resource potential, but for how aggressively it is being positioned for development. After decades without a major new onshore oil province, Australia may be on the verge of bringing a new
(Oil & Gas 360) – The Middle East remains the center of gravity in global energy, but it is no longer viewed as a stable foundation. It is now both the system’s anchor and its primary fault line. No other region combines scale, cost advantage, and spare capacity the way the Middle East does. Saudi Arabia and the UAE continue
(By Oil & Gas 360) – The global petrochemical industry is entering a different phase, one where growth is still happening, but the rules are changing underneath it. Capacity is expanding in some regions, demand is accelerating in others, and geopolitics is reshaping flows almost overnight. At the same time, companies are being forced to balance cost, resilience, and sustainability
(By Oil & Gas 360) – Latin America is moving back into focus for oil and gas investors. Not because it’s new, but because it offers something increasingly hard to find: resource depth, near-term production potential, and geographic diversification in a more fragmented global market. From Brazil’s deepwater fields to Guyana’s rapid rise, and from Argentina’s shale to Venezuela’s reopening,
(By Oil & Gas 360) – The market isn’t just reacting to higher oil prices. It’s reacting to what those prices mean this time. What’s unfolding looks less like a temporary spike and more like a second-order shock, one that’s already starting to ripple through inflation, interest rates, and growth expectations in ways that feel more persistent than 2022. This time,
(By Oil & Gas 360) – Africa is moving back to the center of global energy strategy, and this time, the interest looks more durable. After years of underinvestment driven by capital discipline, energy transition pressures, and above-ground risk, oil majors and independents are once again allocating capital across key African basins. The shift is being driven by a familiar
(By Oil & Gas 360) – The Strait of Hormuz has always mattered. What’s changed is that the world is being reminded, again, and in real time, just how much. In today’s market, it’s no longer just a strategic passage. It’s the single most important pressure point in the global energy system, and increasingly, a test of whether global energy security
(By Oil & Gas 360) – The ceasefire didn’t calm energy markets; it complicated them. Prices remain elevated, supply remains uncertain, and the ripple effects of recent disruptions are still moving through the system. This week made one thing clear: even when conflict pauses, its impact doesn’t. THIS WEEK’S 5 HEADLINES THAT MATTERED 1. Ceasefire fails to stabilize oil markets Oil
(Oil & Gas 360) – – Energy Advisors’ latest review covering Seven Top U.S. Resource Plays points to a broader shift underway in shale. Gas-weighted basins are starting to re-accelerate driven by LNG and power demand, while oil plays are increasingly driven by capital discipline and inventory depth. These plays—Appalachia, Haynesville, Permian (Delaware and Midland), Bakken, Eagle Ford, and SCOOP/STACK—now make up
(By Oil & Gas 360) – The latest disruption in global energy markets feels new in scale, but not in pattern. As oil flows tighten, shipping through the Strait of Hormuz remains constrained, and geopolitical tensions ripple across supply chains, the market is rediscovering lessons it arguably should have retained from 2022, and three lessons for the latest energy shock. This
