Industry Insights & Opinions Archives

Energy Directions Monthly Energy Outlook- Ending terrorizing, now including ending its funding

May 5, 2026

(Oil & Gas 360) – Ending Terrorizing, Now Including Ending Its Funding, Needs Much More, Oil & Natural Gas, The Best When-Needed/Where-Needed Energy Sources. The rulers Of Iran, immensely prepared to battle to rule, needing intense effort to bring peace has us heading UP to a profitable, multi-year, oil & nat. gas Drilling Boom. Expectations, oil prices (Figure A) and nat. gas

The UAE’s exit from OPEC: Structure, incentives, and how the world is reading it

May 4, 2026

(Oil & Gas 360) – The United Arab Emirates’ decision to exit OPEC after roughly six decades is one of the most consequential developments in the modern oil market, not because it alters global supply overnight, but because it exposes the structural limits of cartel governance in a world of diverging producer incentives. The move comes amid wider global fragmentation. Multilateral

OAG360 EIA Monthly Energy Review: A Stable System Forged by a Decade of Disruption- oil and gas 360

EIA Monthly Energy Review: A stable system forged by a decade of disruption-Oil & Gas 360

May 4, 2026

(By Oil & Gas 360) – At first pass, the April 2026 EIA Monthly Energy Review reads almost uneventfully. U.S. energy production is high. Consumption is mostly flat. Prices are stable in real terms. Trade is positive. But that surface calm is deceptive. A comparison with the April 2016 Monthly Energy Review shows that today’s apparent equilibrium is the end

360 Energy Pulse: What mattered this week in energy

May 1, 2026

(By Oil & Gas 360) – Energy markets are moving beyond volatility into something more structural. This week, the story wasn’t just price swings or disruption — it was how prolonged instability is beginning to reshape economies, trade flows, and capital decisions. The longer the crisis persists, the more permanent the shifts become. THIS WEEK’S 5 HEADLINES THAT MATTERED 1.

Suriname’s oil reality check

May 1, 2026

(By Oil & Gas 360) – Suriname has been one of the most talked-about emerging oil provinces in recent years, often mentioned alongside Guyana as part of the same transformational offshore basin. Early discoveries in Block 58, led by TotalEnergies and APA Corporation, confirmed a working petroleum system and pointed to hundreds of millions of barrels of recoverable resources, quickly putting

Hubbert Peak theory in the shale industrial age

May 1, 2026

(Oil & Gas 360) By Greg Barnett, MBA – Hubbert Peak Theory is having a quiet second life. Not as prophecy, and not as an obituary for oil, but as a structural framework that has finally been stress‑tested by scale, capital, and technology. The shale era did not disprove Hubbert. It revealed what his model assumed but never had to

Approaching 1 billion barrels lost, the supply shock is reshaping oil markets

April 30, 2026

(By Oil & Gas 360) – In just over 60 days, the Iran war didn’t just rattle markets; it physically removed a massive volume of oil from the global system, a shock that continues to ripple through pricing, logistics, and investor expectations and is now approaching a scale few thought possible. Since the conflict began in late February, more than

History is Prologue OAG360 Series: But only if behavior repeats

April 30, 2026

(Oil & Gas 360) By Greg Barnett, MBA – (Part 1 of 6) – The oil and gas industry has already lived through the future everyone now claims to fear. It wasn’t caused by climate policy, geopolitics, or energy transition rhetoric. It was caused by us. From the early 2000s through roughly 2014, the market rewarded one thing above all else:

American diplomacy and energy: Power, constraint, and consequence; energy before diplomacy: Material power at the turn of the century- oil and gas 360

American diplomacy and energy first: Power, policy, constraint, and consequence at the turn of the century

April 30, 2026

(Oil & Gas 360) – Long before energy became an explicit instrument of American diplomacy, it functioned as a form of state capacity. At the turn of the twentieth century, the United States produced more crude oil than the rest of the world combined. This dominance was not the product of treaties or alliances but of geology, capital formation, and

UAE exit shakes OPEC’s grip on oil markets

April 29, 2026

(By Oil & Gas 360) – The United Arab Emirates stepping away from OPEC and the broader OPEC+ framework would mark one of the most consequential shifts in oil market governance in decades. For a group that has long relied on cohesion, quota discipline, and the political alignment of its core Gulf members, the loss of a major, technically capable

Data Centers in America: Digital infrastructure, energy reality, and the rise of closed loop systems

April 29, 2026

(Oil & Gas 360) By Greg Barnett, MBA – Data centers are no longer a niche asset class or a secondary load on the grid. They are now among the fastest‑growing sources of electricity demand in the United States and a central driver of capital deployment across power generation, transmission, cooling, carbon management, and fuel supply. The conversation around them, however,

The global supply reset: Parallel markets, energy trade in a fragmented world

April 28, 2026

(By Oil & Gas 360) – Global energy markets are no longer operating as a single, integrated system. What has emerged instead is a parallel structure, one shaped as much by geopolitics and sanctions as by supply and demand. Nowhere is that shift more visible than across Eurasia, where countries are adapting to a market that is increasingly divided, rerouted,

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