In a bold move signaling a return to aggressive energy development, the Bureau of Ocean Energy Management (BOEM) has announced the Big Beautiful Gulf 1 (BBG1) lease sale, set for December 10, 2025. This auction, covering approximately 80 million acres in the newly renamed Gulf of America (formerly the Gulf of Mexico), is the first […]
Continue ReadingIn a significant escalation of geopolitical tensions, Russian oil giant Lukoil has declared force majeure at its West Qurna-2 oilfield in southern Iraq, citing disruptions caused by fresh U.S. and U.K. sanctions. This move, announced last week, has already contributed to upward pressure on global oil prices, as markets grapple with the potential loss of […]
Continue ReadingU.S. Drilling Programs Are Resilient, but It Depends on the Location November 6, 2025 Clark Savage In the ever-volatile world of energy markets, U.S. oil and gas producers are demonstrating remarkable staying power amid oil prices hovering around $60 per barrel—a level that’s uncomfortably close to breakeven for many operations. Yet, […] U.S. Natural Gas Futures Up […]
Continue ReadingIn an era where global energy dynamics are shifting, South America is emerging as a powerhouse in the oil sector, poised to drive significant growth in non-OPEC+ oil supply through 2030. According to recent analysis from Rystad Energy, the region will add over 560,000 barrels per day (bpd) of crude and condensate this year alone, […]
Continue ReadingENB Pub note: This article is from Doug Sheridan on LinkedIn, and we recommend you follow him for great information on the oil and gas markets. Ambrose Evans-Pritchard writes in the Telegraph, imagine what the world would look like today if US fracking technology and America’s drillers had not delivered the shale revolution. The West […]
Continue ReadingThe U.S. energy sector is showing signs of renewed activity, with the latest Baker Hughes rig count reporting an increase to 548 active rigs as of November 7, 2025. This marks a modest uptick of 2 rigs from the previous week, though the total remains down 37 rigs, or about 6%, compared to the same […]
Continue ReadingIn the ever-volatile world of energy stocks, ConocoPhillips (NYSE: COP) has delivered a solid third-quarter 2025 earnings report that underscores its resilience amid fluctuating commodity prices. The company not only beat analyst expectations on adjusted earnings but also announced an 8% increase in its quarterly dividend and raised its full-year 2025 production guidance. This comes […]
Continue ReadingIn the ever-volatile world of energy markets, U.S. oil and gas producers are demonstrating remarkable staying power amid oil prices hovering around $60 per barrel—a level that\’s uncomfortably close to breakeven for many operations. Yet, as recent developments show, this resilience isn\’t uniform across the board. It\’s all about location: basins with lower costs, higher […]
Continue ReadingIn an era of geopolitical tensions, supply disruptions, and shifting energy dynamics, strategic oil reserves have emerged as critical buffers for global markets. China\’s aggressive crude stockpiling strategy has played a pivotal role in stabilizing oil prices and mitigating risks from sanctions and conflicts. But how exactly has this provided a safety net? And could […]
Continue ReadingDaily Standup Top Stories Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets? Charles Payne from Fox on Gutfield hits it out of the park. Stu Turley Emerging Cybersecurity Threats: Chinese Manufacturers’ Control Over Electric Buses, Power Grids, […]
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