Industry & Analysis
News
April 01, 2026
Liberty Energy raises $525 million through a convertible notes offering, strengthening financial flexibility as the completion services provider continues supporting North American upstream activity.
News
March 31, 2026
A federal panel has approved an exemption allowing oil and gas drilling in the Gulf of America/Gulf of Mexico to proceed without certain endangered species protections, citing national security concerns in a rare decision that could accelerate offshore activity and reshape regulatory oversight.
News
March 31, 2026
Tensions in the Strait of Hormuz escalated after a tanker was struck and President Trump urged allies to secure the waterway, heightening risks to global oil and LNG flows as shipping disruptions threaten supply and energy markets.
News
March 30, 2026
WTI crude settled above $100 per barrel for the first time since 2022, as the Iran conflict and disruptions in the Strait of Hormuz tighten global oil supply, raising concerns over inflation, shipping constraints and further upside risk for energy prices.
News
March 30, 2026
The Railroad Commission of Texas assessed nearly $2 million in enforcement fines against oil and gas operators and related businesses, underscoring ongoing regulatory oversight of drilling activity and intrastate pipeline safety across the state.
News
March 30, 2026
Mercuria-backed Phoenix Global Resources is preparing a $6 billion expansion in Argentina’s Vaca Muerta shale, as President Javier Milei’s RIGI incentives boost investor confidence and accelerate drilling activity, positioning the basin as a growing contributor to global oil supply.
News
March 30, 2026
Perenco has denied reports that Gabon has launched legal action against the company, calling the claims “false and defamatory” and pushing back against what it described as inaccurate media coverage.
News
March 30, 2026
The G-7 signaled it is prepared to take coordinated action to stabilize global oil and gas markets as the Iran conflict drives volatility, with officials reaffirming support for strategic reserves, secure supply flows and measures to limit disruptions to energy trade and pricing.
News
March 27, 2026
As the Middle East conflict continues to disrupt global oil and LNG flows, panelists at CERAWeek by S&P Global pushed back on two questions gaining traction in energy circles: why doesn’t the U.S. simply intervene with force to reopen the Strait of Hormuz, or seize Iran’s Kharg Island export hub?
News
March 27, 2026
Rising oil prices driven by Middle East supply disruptions could prompt U.S. shale producers to increase drilling activity in the second half of 2026, with output potentially rising by more than 800,000 bpd through 2028, according to Citi.
News
March 27, 2026
A U.S. appeals court has overturned a $16.1 billion judgment against Argentina tied to the nationalization of oil company YPF, marking a significant legal and financial shift in one of the industry’s largest compensation disputes.
News
March 26, 2026
A Turkish-operated tanker carrying roughly 1 MMbbl of Russian crude was damaged in a suspected sea-drone attack in the Black Sea, raising concerns over maritime security and energy flows near the Bosphorus Strait.
News
March 26, 2026
Iran is maintaining crude exports near 1.6 MMbpd and capturing stronger prices as disruptions in the Strait of Hormuz sideline other Gulf producers, reshaping regional supply dynamics and boosting Tehran’s oil revenues.
News
March 26, 2026
CNOOC reported record oil and gas production and reserves in 2025, supported by new discoveries, project startups and continued upstream investment across China and international assets.
News
March 26, 2026
At CERAWeek, Interior Secretary Doug Burgum reinforced the Trump administration’s “energy dominance” agenda, emphasizing faster permitting, expanded domestic production and stronger global energy alliances as geopolitical tensions reshape supply dynamics.
News
March 25, 2026
At a press briefing during Wednesday morning at CERAWeek by S&P Global 2026, U.S. EPA Administrator Lee Zeldin announced a nationwide fuel waiver as a means of ensuring that Americans have stable, plentiful gasoline supplies. The waiver is set to take effect on May 1.
News
March 25, 2026
“You just can’t take 8-to-10 MMbpd off the market, and 20% of LNG supply, and not expect instability,” ConocoPhillips Chairman and CEO Ryan Lance said on Tuesday at CERAWeek by S&P Global, underscoring the scale of the current supply shock hitting global energy markets.
News
March 24, 2026
Hedge funds and oil company executives are meeting in Venezuela as the government signals a push to reopen the economy and revive upstream investment, with sanctions relief and PDVSA restructuring key to unlocking production growth.
News
March 24, 2026
Disruptions through the Strait of Hormuz are driving a more persistent inflationary shock, with Brent crude forecast to average $88/bbl in Q2 and recession risks rising, according to EY-Parthenon.
News
March 24, 2026
U.S. President Donald Trump and Indian Prime Minister Narendra Modi discussed disruptions in the Strait of Hormuz as India faces tightening LNG and oil supplies, highlighting growing risks to global energy flows and industrial demand.
News
March 24, 2026
Conflicting tracking signals around an Iraqi crude tanker highlight growing uncertainty in vessel movements near the Strait of Hormuz, as signal jamming and limited transits complicate visibility into global oil flows during ongoing regional conflict.
