AI data centers, LNG tankers and the power plants that keep your lights on all want more of the same molecules. The gas is there, but the pipes, the winter weather, competitive price points, capacity/transportation availability and the rules decide who gets it, and at what price. A Special Edition on demand, supply, grid risk, […]
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As of mid-October 2026, U.S. drilling activity is firming. Baker Hughes reported its closely watched weekly rotary rig count at 603 for the week ending October 9 (up 5 week-over-week and up 56 year-over-year). WellDatabase’s operator-level U.S. Operator Rig Report dated 10.11.2026 showed 606 total rigs (down 5 week-over-week but up 32 year-over-year). Enverus’ daily […]
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The Permian Basin remains the engine of U.S. oil growth, but it is steadily becoming gassier. Rising gas-to-oil ratios (GORs) mean every incremental barrel of crude now brings more associated natural gas. Without matching takeaway capacity, that gas depresses local prices, forces curtailments or flaring, and erodes the economics that keep oil drilling active. New […]
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The U.S. Energy Information Administration just raised its 2027 U.S. crude oil production forecast to a record 14.3 million barrels per day. On paper, that looks like good news for American energy security. In the real market of September 2026, it is only half the story. Oil prices are back above $100 a barrel this […]
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Energy News Beat analysis — September 4, 2026 Treasury Secretary Scott Bessent told Steve Bannon’s War Room that once the Iran conflict is behind the market, crude can fall to $50 or even $40 because the world will be “very much oversupplied.” He tied that drop directly to bond yields, arguing the oil–rates correlation is […]
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The three major U.S. rig tallies are telling the same structural story and three different weekly headlines. Baker Hughes held unchanged at 588 for a second straight week. WellDatabase printed 601, down 30 week over week but up 23 year over year. Enverus’s GPS-based daily count continues to run well above both weekly censuses, last […]
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The transaction, announced September 2, 2026, is expected to close in the fourth quarter of 2026, subject to customary conditions and a $50 million break fee. It expands Diversified Energy Company (NYSE/LSE: DEC) from a multi-basin PDP consolidator into a scaled, operated Permian producer with integrated midstream and water infrastructure. Deal structureGross purchase price is […]
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Oil and gas producers in the Permian Basin are driving electricity demand skyward in West Texas, even as technology companies race to site data centers in the world’s most prolific shale play. The dual surge—from electrifying drilling, fracturing, and production operations, plus hyperscale computing loads—is straining the regional grid and prompting warnings of potential reliability […]
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The American continents—North and South America combined—have reached a landmark in global energy: roughly 42 million barrels per day of total liquids production. This figure, drawn from recent assessments of crude oil, natural gas liquids (NGLs), other petroleum fuels, ethanol, and biodiesel, marks a decisive shift in the world’s oil map. It has already surpassed […]
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U.S. oil and gas drillers posted a modest weekly gain according to the industry’s most widely followed benchmark, while production continues to hold near record levels. This points to ongoing capital discipline even as output edges higher. The Latest Rig Counts Baker Hughes reported the U.S. rotary rig count rose 5 week-over-week to 593 for […]
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