(Oil & Gas 360) – This week highlighted a growing disconnect in energy markets. Oil prices fell sharply on hopes for diplomacy, yet the underlying fundamentals continue tightening. Inventories are falling, OPEC production remains constrained, shipping transparency is deteriorating, and energy demand tied to AI and data centers continues to accelerate. Markets may be pricing peace, but they are still
(By Oil & Gas 360) – The financial markets are delivering a remarkable contradiction. At the same moment that the Strait of Hormuz remains one of the most consequential risks to the global economy, investors are preparing to embrace what is expected to be the largest IPO in history, valuing SpaceX at roughly $1.75 trillion despite the company remaining unprofitable
(Oil & Gas 360) By Greg Barnett, MBA – In a prior analysis, the argument was made that the United States can see nearly every sanctioned barrel moving through the global system but does not fully control where those barrels ultimately go. That distinction—between visibility and control—explains why flows persist despite policy intervention. A second constraint now sits beneath that system.
(By Oil & Gas 360) Part II of II– If the first part of the story is about geology and production, the second is about capital, and who controls the resource. Because the biggest structural difference between the Permian and the Montney is ownership. In the Permian, subsurface rights are largely privately held. That has created one of the most dynamic capital environments
(Oil & Gas 360) By Greg Barnett, MBA – Colorado is not failing—it is becoming more expensive by design, and the data shows those costs are now starting to slow growth. Colorado presents itself as a model for the future: a clean-energy leader, a high-quality-of-life destination, and a forward-looking economy. On the surface, that narrative still holds. But beneath it,
(By Oil & Gas 360) Part I of II- The Permian Basin and the Montney are often talked about in the same breath, they shouldn’t be. Not because they aren’t comparable, but because they represent two very different models of what modern energy supply looks like. One is built on scale, speed, and global influence. The other is built on depth, longevity, and structural resilience. Together, they tell a bigger
(Oil & Gas 360) By Greg Barnett, MBA – The Corporate Average Fuel Economy, or CAFE, standards were enacted in 1975 in response to a clear and immediate problem: the United States had built an automotive system optimized for size and power at precisely the moment energy security became a national vulnerability. Average passenger vehicles delivered barely 13 miles per
(By Oil & Gas 360) – This week reminded markets that energy disruptions are rarely confined to the oil patch. Concerns over stalled U.S.–Iran negotiations, shrinking inventories, strained shipping routes, and growing LNG demand all pointed to the same reality: the world’s energy system remains vulnerable to supply shocks. While oil flows continue moving through Hormuz, the margin for error
(By Oil & Gas 360) – For much of the past two years, the artificial intelligence boom has been viewed through the lens of semiconductors, software, cloud computing, and record capital spending by the world’s largest technology companies. Increasingly, however, AI is becoming something much larger. It is becoming one of the most important energy stories of the decade. The rapid
(Oil & Gas 360) By Greg Barnett, MBA – The latest Monthly Energy Review, released May 26, 2026, does not introduce a new story. It confirms an existing one. The U.S. energy system remains balanced, production remains elevated, and consumption remains flat. On the surface, the system looks calm. That appearance has not changed since the first interpretation of this
(By Oil & Gas 360) – Natural gas markets are increasingly being pulled in two different directions. On one side, a combination of rising LNG exports, growing power demand, AI-driven electricity consumption, and ongoing geopolitical disruptions is supporting prices through the remainder of 2026. On the other, a massive wave of new LNG supply scheduled to enter the market beginning
(Oil & Gas 360) By Greg Barnett, MBA – The Williston Basin has evolved from a breakout shale story into a disciplined, capital-driven system where value is defined less by discovery than by execution. Its future will not be determined by new acreage or step-change production growth, but by recovery efficiency, infrastructure alignment, and capital allocation within a competitive global
