Saturday, July 4, 2026

Industry Insights & Opinions

When the buffer breaks: Oil, capital discipline, and the next market rotation

June 10, 2026

(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.

Permian vs. Montney: Capital, control, and the next phase of investment

June 9, 2026

(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

Colorado’s energy experiment: The true cost of policy ambition

June 9, 2026

(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,

Permian vs. Montney: Scale vs. longevity

June 8, 2026

(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

CAFE standards: Market discipline, behavioral reality, and the persistence of imperfect policy

June 8, 2026

(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

360 Energy Pulse: What mattered this month in energy- oil and gas 360

360 Energy Pulse: What mattered this week in energy

June 5, 2026

(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

Big Tech’s next challenge isn’t AI, it’s energy

June 5, 2026

(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

The U.S. energy system: Stable at home, priced abroad

June 5, 2026

(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

Natural gas bulls have a 2026 story, bears have a 2027 story

June 4, 2026

(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

The Williston Basin: A mature petroleum system at the edge of its second act

June 4, 2026

(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

The next oil crisis may be the recovery

June 3, 2026

(By Oil & Gas 360) – The global oil market remains focused on the immediate disruption caused by the Iran conflict, vessels trapped inside the Strait of Hormuz, reduced exports, tightening inventories, and volatile prices. Yet some of the industry’s largest players are increasingly warning that the bigger challenge may not be the current supply shock, but what happens after it.

The real cost of computing: America’s data center boom, Colorado’s constraint, and the illusion of low-impact growth

June 3, 2026

(Oil & Gas 360) By Greg Barnett, MBA – The Energy Information Administration did not intend to write a thesis on the future of the American economy. Yet that is precisely what it has done. Hidden in a technical projection is a structural shift as consequential as electrification itself: data centers are rapidly becoming one of the dominant consumers of

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