Oil & Gas Market Watch

• Waiver details allow Russian diesel exports starting at 2.3 million barrels this month, rising to 7.6 million, but a 60-day assessment period adds...

Escalating US-Iran tensions have lifted Northeast Asian spot LNG prices to nearly four-year highs as vessel attacks in the Strait of Hormuz raise...

Brent crude at $109.86 raises risks for U.S. agriculture as higher energy prices feed into diesel for fieldwork, harvesting and irrigation, plus...

A Qatari LNG cargo is transiting the Red Sea northward to Europe via Suez, a rare choice that signals carriers are selectively accepting heightened...

BMI and Goldman Sachs offer sharply different near-term oil price outlooks based on how each weighs Gulf supply recovery against geopolitical...

Uncertainties around Hormuz LNG traffic, Europe's need to replace Russian supply, and persistent fleet oversupply could tighten balances and boost tonne-mile demand into 2027.

Woodside has resumed commissioning at the Scarborough LNG project after Greenpeace activists forced a weekend pause by boarding the offshore platform....

Natural gas prices rose as northern chills and southern heat boosted demand while LNG provided steady support. Supply tightened after Hurricane Isaias hit offshore output and a TCO pipeline outage cut flows.

North American LNG exports are gaining ground amid Middle East supply outages, driven by rising buyer demand for supply diversity and security.

SBRT provides 1x daily short exposure to Brent crude by tracking the inverse performance of the Bloomberg Brent Crude SL Excess Return Index, which...

Northern Oil and Gas completed its July 2024 buyback, retiring 6.51% of shares for $172.66 million and reducing the share count while carrying...

Refinery bottlenecks are driving refined-product prices higher, keeping oil futures near $100 a barrel through late fall before easing toward the $90–95 range.

Gas and LNG infrastructure is expanding as governments and utilities turn to gas for rising electricity demand and reliable power alongside renewables.

• Adds 17 million barrels to IEA emergency releases, part of Washington's 172-million-barrel commitment
• SPR inventory would drop to 266 million...

Technological leaps in ocean-bottom seismic, full-waveform inversion, and electromagnetic methods are reviving exploration interest in Norway's...

Mixed institutional sentiment toward Cheniere shows 665 investors adding shares versus 616 reducing positions, led by major buys from JPMorgan ($743M) and Wellington ($396M) but offset by large exits from Two Sigma and T. Rowe Price.

Global fuel oil market stays tight as conflicts hit Mideast and Russia supplies, Vitol says. Volumes averaged about 3.7 million tons a month amid the estimated losses.

• Super-spike outlook from William Blair analyst Neal Dingmann signals strong bullish momentum for oil prices amid current sector strength.
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Diesel is setting refined-products terms as record wholesale prices, weak exports, and a looming Q4 shortfall converge.

• Wholesale diesel hit...

European benchmark gas prices have rallied above €86/MWh, up more than 150% year-to-date, driven by sharply reduced LNG flows from the Persian Gulf.
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