(BOE Report) – Vulnerable countries that paid a high economic price during the Iran war are seeking to build domestic oil and gas storage buffers against future shocks, a drive that could bring roughly half a billion barrels of additional demand down the pike. While the near-total closure of the Strait of Hormuz cut off a fifth of global oil
(Oil & Gas 360) – This week marked a notable shift in market sentiment. For months, energy markets were focused on disruption, conflict, and supply risk. Now, attention is turning toward reopening trade routes, restoring production, and assessing whether the world is moving from a supply crisis toward a period of greater abundance. Prices moved lower, but capital continued flowing
(Oil & Gas360) By Greg Barnett, MBA – If Matt Simmons helped explain the growing engineering complexity beneath the world’s oil reservoirs, Thomas A. Petrie spent decades explaining something equally important above ground: oil is never just a commodity. It is capital, power, diplomacy, security, industrialization, and national survival operating simultaneously. In Following Oil, Petrie chronicled how energy systems reorganize
(Oil & Gas 360) – This week highlighted a growing disconnect in energy markets. Oil prices fell sharply on hopes for diplomacy, yet the underlying fundamentals continue tightening. Inventories are falling, OPEC production remains constrained, shipping transparency is deteriorating, and energy demand tied to AI and data centers continues to accelerate. Markets may be pricing peace, but they are still
(Oil & Gas 360) – Investors are encouraged to register for EnerCom Denver – The Energy Investment Conference, featuring a broad group of public and private energy companies Limited presentation openings are available for E&P, Midstream, OFS, Energy Transition, and Emerging Technology companies Sponsorship opportunities are available for companies seeking to increase their market presence EnerCom, Inc. (“EnerCom”)
(Oil & Gas 360) By Greg Barnett, MBA – In a prior analysis, the argument was made that the United States can see nearly every sanctioned barrel moving through the global system but does not fully control where those barrels ultimately go. That distinction—between visibility and control—explains why flows persist despite policy intervention. A second constraint now sits beneath that system.
(By Oil & Gas 360) Part I of II- The Permian Basin and the Montney are often talked about in the same breath, they shouldn’t be. Not because they aren’t comparable, but because they represent two very different models of what modern energy supply looks like. One is built on scale, speed, and global influence. The other is built on depth, longevity, and structural resilience. Together, they tell a bigger
(By Oil & Gas 360) – This week reminded markets that energy disruptions are rarely confined to the oil patch. Concerns over stalled U.S.–Iran negotiations, shrinking inventories, strained shipping routes, and growing LNG demand all pointed to the same reality: the world’s energy system remains vulnerable to supply shocks. While oil flows continue moving through Hormuz, the margin for error
(World Oil) – The U.S. House of Representatives has passed legislation that would extend a key federal program supporting oil and natural gas permitting activities on public lands, drawing support from industry groups that say the measure helps improve permitting efficiency while remaining fully industry funded. The License to Drill Act (H.R. 7831), introduced by Rep. Mike Kennedy, R-Utah, would reauthorize the
(Oil Price) – Iranian drones and missiles struck Kuwait International Airport overnight, hitting Terminal One, killing at least one person, injuring several others, and causing what Kuwaiti authorities described as significant material damage. Kuwait immediately suspended air traffic, activated emergency procedures, and diverted flights to alternative airports. In what is being viewed as one of the most direct Iranian strikes against
(Oil & Gas 360) – Investors are encouraged to register for EnerCom Denver – The Energy Investment Conference, featuring a broad group of public and private energy companies Limited presentation openings are available for E&P, Midstream, OFS, Energy Transition, and Emerging Technology companies Sponsorship opportunities are available for companies seeking to increase their market presence EnerCom, Inc. (“EnerCom”) is
(BOE Report) – Oilfield services provider Weatherford International said on Monday it has agreed to acquire energy technology firm NCS Multistage Holdings in a cash-and-stock deal. On a blended basis, Weatherford will pay the equivalent of 0.463 of its shares for each NCS share, with roughly 20% of the consideration in cash. Based on Reuters calculations, the deal values NCS
