(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
(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
