Wednesday, April 22, 2026
LNG exports: Policy versus the market in America’s gas superpower era- oil and gas 360

LNG exports: Policy versus the market in America’s gas superpower era

(Oil & Gas 360) By Greg Barnett, MBA – For most of the modern energy era, the United States was viewed as a permanent importer of natural gas. That assumption collapsed in 2016, when LNG cargo Asia Vision departed Louisiana’s Sabine Pass terminal, marking the first large‑scale export of shale‑era U.S. natural gas. In less than a decade, the United States

Iran war conflict could create systemic gas demand destruction, says top sector official- oil and gas 360

Iran war conflict could create systemic gas demand destruction, says top sector official

(BOE Report) –  The natural gas demand destruction currently resulting from the Iran war as governments implement measures to mitigate the crisis risks becoming structural if the conflict persists, the head of the Gas Exporting Countries Forum said on Wednesday.    Since the Middle East crisis began at the end of February, more than 500 million barrels of crude and

Eurasia’s gas puzzle- oil and gas 360

Eurasia’s gas puzzle

(By Oil & Gas 360) – Eurasia holds some of the largest natural gas resources in the world. The challenge has never been geology; it’s been access. From Russia’s vast reserves to Central Asia’s underdeveloped basins and the emerging potential of the Caspian and Eastern Mediterranean, Eurasia is rich in gas. Yet much of that supply remains constrained by infrastructure, geopolitics, and

The global supply reset: Gas takes the lead, the new LNG power map- oil and gas 360

The global supply reset: Gas takes the lead, the new LNG power map

(By Oil & Gas 360) – If oil built the global energy system, LNG is quietly rewriting it. The rise of liquefied natural gas is doing more than adding supply, it is transforming how energy moves across regions. Unlike pipeline gas, LNG creates a flexible, global market where cargoes can shift in response to price, demand, and geopolitical conditions. At

Energy Market Assessment: Our predictions, Strait of Hormuz safely opens in 3-4 weeks- oil and gas 360

Energy Market Assessment: Our predictions, Strait of Hormuz safely opens in 3-4 weeks

(Oil & Gas 360) By Michael Smolinski – Our Predictions: Strait Of Hormuz Safely Open In 3-4 Weeks, We’ve Seen Retail Oil Price Highs, Much Higher Natural Gas Prices Will Follow April Lows.      Operation Epic Fury jumped retail oil prices to burdensome highs.  Responses to Operation Epic Fury include the Weekly California No. 2 Diesel retail price jumping

Weekly Gas Storage: Inventories increase by 88 Bcf- oil and gas 360

Weekly Gas Storage: Inventories increase by 59 Bcf

Natural Gas Inventories as of April 10, 2026 The EIA has released its natural gas inventory report, showing a net increase of 59 Bcf as of April 10, 2026. Working gas in storage was 1,970 Bcf as of Friday, April 10, 2026, according to EIA estimates. This represents a net increase of 59 Bcf from the previous week. Stocks were

Energy Advisors: Seven Top U.S. Resource Plays- oil and gas 360

Energy Advisors: Seven Top U.S. Resource Plays

(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

Morgan Staney mixed on US natural gas outlook- oil and gas 360

Morgan Stanley mixed on US natural gas outlook

(Investing) – Wall Street analysts are mixed on U.S. natural gas outlook as near-term price weakness is expected to be offset by strong long-term demand growth driven by liquefied natural gas (LNG) exports and rising power needs globally. Natural gas prices have declined sharply in recent months, with benchmark Henry Hub prices down about 28% year-to-date, as a mild end to

Exxon output drops 6% as Middle East war disrupts Gulf operations- oil and gas 360

Exxon output drops 6% as Middle East war disrupts Gulf operations

(World Oil) – ExxonMobil lost 6% of its global production in the first quarter as the Iran war paralyzed oil and natural gas operations in the Persian Gulf. Half those outages were from a liquefied natural gas complex in Qatar in which Exxon is a partner, the company said Wednesday. Two LNG production lines, or trains, at the facility were damaged by

Weekly Gas Storage: Inventories increase by 88 Bcf- oil and gas 360

Weekly Gas Storage: Inventories increase by 50 Bcf

Natural Gas Inventories as of April 3, 2026 The EIA has released its natural gas inventory report, showing a net increase of 50 Bcf as of April 3, 2026. Working gas in storage was 1,911 Bcf as of Friday, April 3, 2026, according to EIA estimates. This represents a net increase of 50 Bcf from the previous week. Stocks were

Energy Market Assessment: Buy-low opportunity with supply & demand trends consensus beating- oil and gas 360

Energy Market Assessment: Buy low opportunity with supply & demand trends consensus

(Oil & Gas 360) – Springtime Seasonal-Low Territory For Natural Gas Makes Next Extra-Good, Buy-Low Opportunity With Supply/Demand Trends Consensus Beating. The Winter Delightfully mild has consensus interest, desires and expectations, on supplying natural gas and its prices, low.  Only 5 of the 28 weeks since mid-September (Figure 1, red line), weighted for natural gas heat colder than normal (bold dot) highlights

Australia considers emergency powers to protect domestic gas supply- oil and gas 360

Australia considers emergency powers to protect domestic gas supply

(Oil Price) – Australia’s government intends to consider using emergency powers to protect domestic natural gas supply in case of a shortfall on its east coast in the third quarter of 2026. The potential consideration of using such powers would be part of the steps the Albanese Government is taking to secure domestic gas supplies for Australian households and industry as the Middle