Global demand for liquefied natural gas (LNG) carriers is set to be significantly stronger than previously expected over the next decade. French containment-system specialist Gaztransport & Technigaz SA (GTT) has raised its forecast for LNG carrier gas-containment system design orders to about 550 vessels in the 2026–2035 period, up from its earlier estimate of more […]
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ENB Pub Note: This article was first published on the Energy News Beat Substack. Head over there to comment. Tough times ahead, and countries are picking sides. The world’s energy system is under simultaneous assault from geopolitics and policy ideology. Critical oil and gas flows through maritime and pipeline chokepoints are disrupted or rerouted at […]
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German companies are delaying investments and increasingly eyeing production moves abroad as stubbornly high energy costs erode competitiveness, according to the latest survey from the German Chambers of Industry and Commerce (DIHK). The findings, highlighted in a July 27, 2026 Bloomberg report drawing on the DIHK’s Energiewende Barometer 2026, underscore deepening structural pressures from Germany’s […]
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ENB Pub Note: This article was first run on RHG Phoenix Petroleum’s Blog. We will be interviewing them on the podcast soon. Halliburton executives signaled a positive outlook for North American oilfield activity in 2026 during the company’s second-quarter 2026 earnings release and conference call on July 21, 2026. The Houston-based oilfield services giant highlighted […]
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QatarEnergy has paused its aggressive ramp-up plans at the Ras Laffan LNG complex following a recent tanker attack in the Strait of Hormuz, prioritizing security over speed. This decision delays the critical LNG supply that the market had been counting on for the upcoming winter season. According to market analyst Jack Prandelli (@jackprandelli), QatarEnergy had […]
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The era of ultra-cheap U.S. natural gas appears to be ending. A combination of explosive demand growth from LNG exports and AI-driven data centers, paired with maturing supply dynamics, is poised to push Henry Hub prices higher while potentially flattening the traditional seasonal price swings that have defined the market for decades. Traditional Seasonality Under […]
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In a timely new analysis published today, Doomberg challenges conventional peak oil narratives with a provocative twist: it’s “Peak ‘Not Oil.’” The piece highlights how surging U.S. natural gas liquids (NGLs) — particularly propane and butane — are delivering a “tsunami of new supply” that the global economy is rapidly adapting to, rendering a narrow focus […]
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ENB Pub Note: This is from the US Department of Energy and is very important. Well done, Secretary Chris Wright. Make no mistake, the EU’s overreach on methane reporting adds costs and is a way for them to justify their carbon markets for the wealth transfer they want to keep funding. We need to stand […]
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TotalEnergies CEO Patrick Pouyanné recently put it plainly: US LNG cannot fully replace Qatar. Oil markets have substitutes and buffers that can ease pressure. Gas does not — at least not in time for winter 2026-27. This assessment comes amid a rapidly evolving situation in the Middle East. Following Iranian strikes on Qatar’s Ras Laffan […]
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The United Arab Emirates is accelerating an ambitious strategy to achieve zero dependency on the Strait of Hormuz, one of the world’s most critical oil chokepoints. This comes amid recent regional tensions and a temporary closure of the strait following the Iran-US conflict earlier in 2026. Bloomberg reports, citing an interview with UAE Minister of […]
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