(By Oil & Gas 360) – The first phase of the energy shock moved prices. The second reshaped flows. The third is now redirecting capital. As volatility moves from crude into refined products and logistics, investors are beginning to reposition, not around headline oil prices, but around where the system is tightening most. That shift is already visible. Refiners are
(Oil & Gas 360) – Springtime Seasonal-Low Territory For Natural Gas Makes Next Extra-Good, Buy-Low Opportunity With Supply/Demand Trends Consensus Beating. The Winter Delightfully mild has consensus interest, desires and expectations, on supplying natural gas and its prices, low. Only 5 of the 28 weeks since mid-September (Figure 1, red line), weighted for natural gas heat colder than normal (bold dot) highlights
(By Oil & Gas 360) – The first phase of the U.S.–Iran conflict has exposed immediate stress in refined product markets. The second phase is already taking shape, and it is less about price spikes and more about how fuel actually moves around the world. Global trade flows are being rewritten in real time. As Middle East supply becomes less reliable,
(By Oil & Gas 360) – While crude oil grabs the headlines, the real pressure point in the U.S., Iran conflict is showing up downstream, in the fuels that actually power economies. Gasoline, diesel, and jet fuel markets are tightening faster and more unevenly than crude, revealing a different kind of energy shock that is driven by logistics, refining constraints,
(Oil & Gas 360) – United States Energy Price Outlook, Natural Gas Outlook, Supply/Demand Assessment, March 2026 More fear continues providing great buy-low opportunity. The word “Tariff” creating great fear has been joined by “War” and “Recession” fear that are increasing uncertainty. The S&P 500 had a 16.4% gain in 2025. It was up 0.5% year to date (YTD) before
(By Oil & Gas 360) – Energy markets are no longer reacting to a single narrative. This week, prices moved amid geopolitical escalation, policy signals, and shifting supply expectations. While oil briefly surged on Middle East tensions, it also pulled back on commentary pointing to potential downside. Beneath the volatility, a more important trend is taking hold: global energy flows
(By Oil & Gas 360) – The 1974 oil price shock remains one of the defining moments in modern economic history. Triggered by the Organization of the Petroleum Exporting Countries (OPEC) oil embargo following the Yom Kippur War, crude prices quadrupled in a matter of months. It exposed deep structural vulnerabilities in Western economies and reshaped global energy policy for
(By Oil & Gas 360) – The global energy narrative is shifting. What began as an oil-driven crisis is quickly evolving into a gas problem—and in many regions, a more immediate one. Disruptions to LNG flows from the Middle East are tightening global supply just as demand remains elevated across Asia and Europe. With Qatar’s export capacity constrained, gas markets
(By Oil & Gas 360) – Global oil markets are being reshaped in real time as geopolitical disruptions and shifting sanctions policies force buyers and producers to rethink long-established trade patterns. A recent U.S. waiver allowing limited purchases of Russian crude has helped keep some barrels moving into the global system, particularly into Asia. The move was designed as a short-term
(By Oil & Gas 360) – A project once written off is finding new life as shifting geopolitics and tighter global supply reshape North America’s energy priorities. Momentum is building around a potential revival of Keystone XL, with Canadian officials and industry leaders re-engaging with U.S. counterparts to discuss what a new cross-border pipeline framework could look like. Discussions with the
(Oil & Gas 360) by Greg Barnett, MBA – If Part I explained why the U.S. needs SMRs, Part II explains how they will actually get financed, built, and replicated. Nuclear projects do not rise from enthusiasm alone. They rise from capital — and capital only flows when risk is reduced, supply chains are credible, and customers can sign multi‑decade power
By Oil & Gas 360 – Global markets are beginning to reflect a more serious scenario: not just higher energy prices, but sustained disruption to supply and capital flows. Foreign investors have pulled roughly $50 billion from Asian equities as rising oil prices and supply uncertainty darken the region’s economic outlook. Energy-importing economies across Asia are particularly exposed, with higher
