(By Oil & Gas 360) – This week reinforced a familiar reality: energy markets are increasingly being shaped by the intersection of geopolitics, infrastructure, and capital allocation. Escalating attacks on commercial shipping in the Red Sea and Gulf of Oman pushed oil above $100 per barrel and tightened physical crude markets, while natural gas prices climbed as LNG demand strengthened and
(Oil & Gas 360) – Publisher’s Note: Liberty Energy will present at EneCom Denver – The Energy Investment Conference at the Westin Downtown, August 17-19, 2026. Register to attend. Planned alliance combines modular infrastructure and integrated power solutions designed to accelerate global data center deployment HOUSTON and DENVER, July 14, 2026 — Global energy technology company SLB (NYSE: SLB) today announced an agreement with Liberty Energy Inc.
(Oil & Gas 360) By Greg Barnett, MBA, Part 3 of 3 – Any transportation fuel transition ultimately converges on a single question: cost. Engineering feasibility, policy alignment, and infrastructure development all shape the pathway to adoption, but for fleet operators and commercial users, the decision is grounded in economics. The comparison between diesel, compressed natural gas (CNG), and electric
(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
(By Oil & Gas 360) – May was supposed to be about stabilization. Instead, it became another month dominated by geopolitical disruption, volatile oil prices, shifting LNG flows, accelerating energy consolidation, and rising concerns about the long-term reliability of global supply. At the center of nearly everything remained the Iran conflict and the continued disruption surrounding the Strait of Hormuz, one of
(Oil & Gas 360) By Greg Barnett, MBA – (Part 6 of 6)- Energy debates often assume an external villain. Geology failed. Policy interfered. OPEC conspired. Capital fled. Technology disappointed. Pick a narrative and assign blame. Most of them are convenient. A few of them are complete. The uncomfortable truth is simpler. The system we have today is the one we
(Oil & Gas 360) By Greg Barnett – The proposed combination of NextEra Energy and Dominion Energy is the kind of transaction that immediately triggers a visceral reaction. The scale is enormous, the assets are critical to national infrastructure, and the timing coincides with a surge in electricity demand tied to artificial intelligence and data centers. The instinctive question is whether
(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) – 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
(By Oil & Gas 360) – Operation Epic Fury was meant to send a clear signal that the United States will act to protect global energy flows when they are threatened. In the immediate sense, it appears to have worked. The operation demonstrated speed and capability, reassured allies, and reminded markets that the U.S. remains willing to intervene when critical
(By Oil & Gas 360) – Energy markets stayed on edge this week as supply risks tied to Iran and the Strait of Hormuz continued to drive pricing, forecasts, and policy responses. Oil pulled back from recent highs but remained elevated, while disruptions to LNG and upstream operations reinforced how quickly geopolitical shocks can tighten global balances. The story isn’t
(By Oil & Gas 360) – For nearly two decades, electricity demand in the United States remained largely unchanged. Efficiency improvements, slower industrial growth, and shifts in the economy kept overall power consumption relatively flat. That period may now be ending. Electricity Demand Outlook A combination of artificial intelligence infrastructure, data center expansion, electrified transportation, and the reshoring of manufacturing is beginning
