Monday, June 29, 2026
The United States has solved supply, not price- oil and gas 360

The United States has solved supply, not price

(Oil & Gas 360) By Greg Barnett, MBA – A June 2026 Perspective on the Monthly Energy Review, the Short-Term Energy Outlook, and the Global Forces Behind Your Gasoline Bill.     The June 2026 edition of the Energy Information Administration’s Monthly Energy Review (MER) arrives with remarkably little drama. U.S. energy production remains strong. Consumption remains relatively stable. Exports continue to

Hormuz's next chapter is about gas, not just oil - oil and gas 360

Hormuz’s next chapter is about gas, not just oil

(By Oil & Gas 360) – The reopening of the Strait of Hormuz has brought a measure of relief to global energy markets. Tankers are once again moving through the world’s most important energy corridor, crude prices have retreated from their wartime highs, and traders have become increasingly optimistic that the worst of the disruption may be over. That optimism

Fuel economics and fleet reality: The cost case for natural gas in American transportation- oil and gas 360

Fuel economics and fleet reality: The cost case for natural gas in American transportation

(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

America’s natural gas advantage: Engineering the dual-fuel work truck and the missed path in U.S. transportation policy- oil and gas 360

America’s natural gas advantage: Engineering the dual-fuel work truck and the missed path in U.S. transportation policy

(Oil & Gas 360) By Greg Barnett, MBA, Part 1 of 3- The United States possesses one of the largest natural gas reserves in the world, supported by an extensive pipeline network, mature production capabilities, and decades of operational expertise. Yet despite this structural advantage, natural gas has never been fully deployed as a transportation fuel at national scale. This

Nuclear and natural gas are teaming up to power the AI data center boom-oil and gas 360

Nuclear and natural gas are teaming up to power the AI data center boom

(Oil Price) – Data centers are placing unprecedented strain on electric grids across the country and across the world as the rapid integration of artificial intelligence into virtually every market sector unleashes an energy monster that we are woefully unprepared to feed. Meeting projected demand growth in coming months and years will require creative solutions and cutting-edge energy innovation, but it will

Zephyr moves closer to first gas at Utah's Paradox project- oil and gas 360

Zephyr moves closer to first gas at Utah’s Paradox project

(World Oil) – Zephyr Energy has advanced its Paradox basin development in Utah after completing a key pipeline integrity assessment that clears the way for the regulatory approvals needed to begin exporting natural gas from the project. The company reported the successful completion of an in-line inspection (ILI) of the 20.9-mi pipeline connecting Zephyr’s Powerline Road Gas Plant to the Northwest Pipeline system operated

Alberta pitches cheap natural gas for data center boom- oil and gas 360

Alberta pitches cheap natural gas for data center boom

(BOE Report) – Alberta is touting its abundant supply of cheap fossil fuels to entice tech companies to build data centers for the AI boom, a move that would undermine Canada’s plan to link new data center development with clean energy expansion. Canada is the world’s fifth-largest producer of natural gas, around 60% of which comes from Alberta. As well

The U.S. energy system: Stable at home, priced abroad- oil and gas 360

The U.S. energy system: Stable at home, priced abroad

(Oil & Gas 360) By Greg Barnett, MBA – The latest Monthly Energy Review, released May 26, 2026, does not introduce a new story. It confirms an existing one. The U.S. energy system remains balanced, production remains elevated, and consumption remains flat. On the surface, the system looks calm. That appearance has not changed since the first interpretation of this

Natural gas bulls have a 2026 story, bears have a 2027 story- oil and gas 360

Natural gas bulls have a 2026 story, bears have a 2027 story

(By Oil & Gas 360) – Natural gas markets are increasingly being pulled in two different directions. On one side, a combination of rising LNG exports, growing power demand, AI-driven electricity consumption, and ongoing geopolitical disruptions is supporting prices through the remainder of 2026. On the other, a massive wave of new LNG supply scheduled to enter the market beginning

The Appalachian Basin: The Gas Province That Made America the World’s LNG Superpower- oil and gas 360

The Appalachian Basin: The Gas Province That Made America the World’s LNG Superpower

(Oil & Gas 360) By Greg Barnett, MBA – If the Permian Basin is America’s oil engine, the Appalachian Basin is its natural gas foundation. Stretching across Pennsylvania, West Virginia, eastern Ohio, and parts of surrounding states, Appalachia has quietly become the largest natural gas producing basin in the United States—and one of the most consequential gas provinces in the

Goldman Sachs says US natural gas output shows signs of price sensitivity- oil and gas 360

Goldman Sachs says US natural gas output shows signs of price sensitivity

(BOE Report) – Goldman Sachs said in a note on Tuesday that U.S. natural gas production is showing signs of price sensitivity as Henry Hub prices moved back above $3 per million British thermal units this week for the first time since late March. The bank sees the ongoing signs of U.S. dry gas production price sensitivity as the most

Commonwealth LNG approves $13 billion Louisiana export project- oil and gas 360

Commonwealth LNG approves $13 billion Louisiana export project

(Oil Price) – Developers of the Commonwealth LNG project have taken the final investment decision to build the $13-billion U.S. export plant in Louisiana, underpinned by investments from Kimmeridge, Abu Dhabi-based Mubadala Energy, and Canada Pension Plan Investment Board, the UAE energy investor said on Friday. The Commonwealth LNG facility in Cameron Parish, Louisiana, will have an annual capacity of 9.5 million tons