Why Gulf Coast Crude Spreads are Blowing Out
The WTI-Brent spread has expanded from an average of…
Bakken
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for…
How the Iran War is Bearish for US Gas
The Iran conflict has injected a sustained risk premium into global crude markets, pushing up not only near-term prices but…
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for…
The Hormuz Will Reopen Before the Crude Market
The closure of the Strait of Hormuz is driving sharp volatility in crude oil and has pushed markets to trade…
Market Underestimates Permian Egress Tightening in a $100 Oil Scenario
Permian producers outlined 2026 production guidance to little market reaction, signaling low-to-moderate growth despite a forward curve near $65/bbl and…
The Market Wants More Oil. Shale May Not Deliver.
Permian Basin gas constraints and capital discipline could blunt the traditional supply response from the spike in WTI prices.
US Plans Historic SPR Crude Release to Ease Supply Shortages from Iran War
The International Energy Agency (IEA) on Thursday announced member countries would release 400 MMbbl of oil in storage to address…
War in the Middle East: Keep Calm and Profit on
The US-Israel attack on Iran lobs a grenade into the hydrocarbons…
The Market Wants More Oil. Shale May Not Deliver
Permian gas constraints and capital discipline could blunt the traditional supply response by producers to the spike in crude oil…