Oil & Gas
Crude oil, natural gas, NGLs, LNG and refined products — the markets that move producer revenue.
Permian Basin Gas Price and Fundamentals
Get continuous updates and actionable insights with our regularly updated Permian Basin report.
· Jay Stevens25 min read
Rockies Price and Fundamentals
Dive into price analysis for prompt and seasonal tenors, Rockies production trends, and shifts in adjacent regional supply/demand affecting basis pricing. Stay informed with pipeline expansion outlooks through 2026 in our continuously updated Rockies report.
· Ryan Alexander12 min read
Midcontinent Price and Fundamentals
Stay updated with the latest NGPL Midcont Basis price moves, forward price risk outlooks for upcoming seasons, and in-depth analysis of fundamentals and supply-demand trends in the Midcontinent. Get continuous updates and actionable insights with our regularly updated report.
· Ryan Alexander10 min read
Appalachian Basin Gas Price and Fundamentals
Stay updated with the latest TETCO M2 and Eastern Gas South (FKA Dominion South) price moves, pipeline project updates, interactive forward curves, and changes to fundamentals and pipeline flows in the Appalachian Basin. Get continuous updates and actionable insights.
· Casey Bassett21 min read
Halliburton Sees a Tight North America Frac Market as Prices Start to Rise
Halliburton reported third quarter 2026 revenue of $5.7 billion, flat from the second quarter. North America revenue fell 5% sequentially and 9% year…
· Thomas Liardon6 min read
Persistent Heat Flips from Supportive to Bearish for Natural Gas Demand
Temperatures in the Lower-48 (L48) were supportive of natural gas demand throughout the first three weeks of October. Elevated power demand spurred on by…
· Thomas Liardon2 min read
Haynesville Gas Price and Fundamentals
Discover the latest Columbia Gulf Mainline basis shifts, upcoming pipeline expansions like LEG and NG3, and the impact of rising LNG demand near Gillis on basis through 2026. Get continuous updates and actionable insights with our regularly updated Haynesville report.
· Christian Drolshagen12 min read
EIA Raises Crude Price Forecasts Despite Recovering Middle East Flows
The EIA raised its crude price forecasts in its October Short-Term Energy Outlook as recovering Middle East exports failed to eliminate supply constraints,...
· Narciso Cano2 min read
US LNG Acts as Key Swing Supply in Global LNG Shortage
The outlook for the global LNG market has shifted this year. While LNG facilities have been running at maximum capacity in the US since 2020, pre-Iran war ...
· Thomas Liardon3 min read
NGLs Price and Fundamentals
Natural gas liquids (NGLs) are distinct markets, but their prices inherit volatility from, and are influenced by, natural gas, crude oil, and petrochemical markets.
· Narciso Cano28 min read
What a Diesel Export Ban Could Mean for Diesel & Crude Prices
A U.S. diesel export ban could provide some relief to domestic fuel prices, but its effects could extend beyond diesel. Whether that relief lasts, and how ...
· Narciso Cano3 min read
Natural Gas Prices Held Steady by Tightening Storage Surplus
NYMEX Henry Hub prices have seen a steady decline since the beginning of March, but the downward trend has slowed over the last month and a half.
· Thomas Liardon2 min read
LNG Fundamentals and Project Tracker
LNG feedgas demand averaged about 19 Bcf/d during Summer 2026. This was slightly below expectations, as Golden Pass LNG continued to ramp up at a slower…
· Christian Drolshagen5 min read
EIA Extends Middle East Disruptions Through 2Q27, Raises Oil Price Outlook
The EIA now assumes most Middle Eastern production and trade flows return to pre-conflict levels during 2Q27, narrowing the 3Q26 deficit but deepening the 4Q26 draw — and lifting its WTI forecasts across the board.
· Thomas Liardon2 min read
Gas Power Demand Underperforms
Despite robust Lower-48 electricity demand from load growth and average to hotter-than-average temperatures, power sector consumption of natural gas has be...
· Christian Drolshagen2 min read
EIA Pushes Middle East Recovery to 2027, Lifts WTI Outlook Above $80
The EIA’s latest outlook points to a more prolonged disruption to Middle East oil markets, with the agency now pushing its expected return to pre-con...
· Thomas Liardon2 min read
Expand Energy Sees Short-Term Gas Glut Giving Way to Long-Term Demand Growth
Expand Energy, the most prominent gas producer in the Haynesville Basin, as well as the second largest by volume in the Appalachian basin, reported ea...
· Thomas Liardon3 min read
EQT Forecasts Robust Natural Gas Demand Growth
EQT, the largest Appalachian producer, released its latest earnings report, providing valuable insight into the Appalachian basin and infrastructure develo...
· Thomas Liardon2 min read
EIA Raises Global Balance Expectations as MOU Takes Effect
In their latest Short-Term Energy Outlook (STEO), the EIA revised its expectations for global oil balances as the US and Iran signed a Memorandum of Unders...
· Thomas Liardon2 min read
How the US-Iran MoU Repriced Crude Markets
The US-Iran memorandum of understanding (MoU) marked the end of crude's war-driven rally, sending prices tumbling from their peak above $110/Bbl as traffic...
· Narciso Cano2 min read
EIA Outlook Points to Oversupplied Oil Market by 2027
The latest projections from the EIA are pointing toward large global oil surpluses in 2027. Despite the ongoing supply crisis, analysts are projecting that...
· Narciso Cano2 min read
Propane Lifted by Crude Surge While Fundamentals Remain Weak
Since the start of the US-Iran conflict, propane prices have benefited from the sharp rally in crude oil. Prior to the conflict, domestic propane fundament...
· Narciso Cano2 min read
EIA Revises Global Oil Balances Lower as Hormuz Disruptions Deepen
In their latest Short-Term Energy Outlook, the EIA has revised its global balances outlook as the prolonged closure of the Strait of Hormuz ...
· Thomas Liardon2 min read
Electricity Demand Is Growing, But Gas May Not Benefit Yet
Electricity demand continues to grow in the US, driven by data centers and the buildout of AI infrastructure. However, natural gas may not benefit until la...
· Christian Drolshagen2 min read