(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) – 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
(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
(By Oil & Gas 360) – The ceasefire didn’t calm energy markets; it complicated them. Prices remain elevated, supply remains uncertain, and the ripple effects of recent disruptions are still moving through the system. This week made one thing clear: even when conflict pauses, its impact doesn’t. THIS WEEK’S 5 HEADLINES THAT MATTERED 1. Ceasefire fails to stabilize oil markets Oil
(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
(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
(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
(Oil Price) – Chevron, Microsoft, and Engine No. 1 are negotiating a team-up for a multi-billion power plant in West Texas intended to power a huge data center campus, in the latest energy deal to power AI infrastructure. “Chevron, Microsoft, and Engine No. 1 have entered into an exclusivity agreement related to a proposed power generation and electricity offtake arrangement,” the
(Oil & Gas 360) – United States Energy Price Outlook, Natural Gas Outlook, Supply/Demand Assessment, March 2026 More fear continues providing great buy-low opportunity. The word “Tariff” creating great fear has been joined by “War” and “Recession” fear that are increasing uncertainty. The S&P 500 had a 16.4% gain in 2025. It was up 0.5% year to date (YTD) before
(By Oil & Gas 360) – Energy markets are no longer reacting to a single narrative. This week, prices moved amid geopolitical escalation, policy signals, and shifting supply expectations. While oil briefly surged on Middle East tensions, it also pulled back on commentary pointing to potential downside. Beneath the volatility, a more important trend is taking hold: global energy flows
(By Oil & Gas 360) – The global energy narrative is shifting. What began as an oil-driven crisis is quickly evolving into a gas problem—and in many regions, a more immediate one. Disruptions to LNG flows from the Middle East are tightening global supply just as demand remains elevated across Asia and Europe. With Qatar’s export capacity constrained, gas markets
(Investing) – BlackRock CEO Larry Fink warned that oil prices could climb to $150 per barrel and trigger a global recession if Iran continues to pose a threat to regional stability after the current conflict ends. Fink told BBC’s Big Boss Interview podcast published on Wednesday that sustained threats to trade and the Strait of Hormuz could keep oil prices above $100 and
