(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
(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
(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
(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
(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
(By Oil & Gas 360) – Coal has been written off many times before. Each time, it stayed. Today, the conversation is returning with more urgency. Climate targets, investor pressure, and policy commitments continue pushing toward a future with less coal. But the real question is no longer whether coal use should decline. The question is whether the world is
(World Oil) – Africa’s next energy growth cycle will be driven less by new discoveries and more by the ability to build infrastructure, expand LNG capacity and monetize existing reserves, according to analysts participating in the State of African Energy 2026 Outlook webinar hosted by the African Energy Chamber (AEC) and S&P Global. Speakers throughout the webinar emphasized that deepwater developments, LNG infrastructure and
(Oil Price) – The processing capacity of the Habshan facilities, the biggest gas processing site in the United Arab Emirates, is expected to be restored to 80% by the end of 2026, after damage from the Iran war, ADNOC Gas said on Tuesday. The Habshan onshore facilities are part of one of the world’s largest gas processing plants, which is operated by ADNOC
(By Oil & Gas 360) – Colorado’s latest energy battle is quickly becoming about more than natural gas. What began as a proposed ballot measure to create a constitutional “right to natural gas” is now evolving into a broader debate over energy policy, consumer choice, electrification, affordability, and the pace of transition. At the center of the dispute is Initiative
(Oil & Gas 360) – Consensus-Beating Growth + Peace (Achieved Peacefully Or By Force) Has Us Predict Oil Prices Lower For Consumers & Profitable For Those Producing It. Price relief for consumers and profitable prices for those producing oil & natural gas is the future. Today’s 1.5% jump in the S&P 500 (Figure 1, blue line) and 2.0% for the NASDAQ
(Oil Price) – The war in Iran and the subsequent loss of LNG supply from the Middle East are altering the medium-term outlook of global natural gas balances, with tighter markets set to last longer than previously expected, a senior official at the International Energy Agency (IEA) said on Thursday. The Middle East crisis has resulted, so far, in the loss
(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
