Oil & Gas Market Watch

• 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.
• 8.6...

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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Wars in the Middle East and Ukraine have driven proposals to expand seven Gulf Coast LNG terminals in Louisiana and Texas, adding 75 million metric...

US LNG expansion is advancing via long-term Asian offtake deals alongside Gulf Coast project buildout, yet faces clear execution and logistics...

LNG transformed gas into a globally arbitraged commodity by linking liquefaction terminals, flexible shipping, and destination economics across...

Modern LNG contracts embed substantial value through commercial flexibilities that go far beyond fixed commodity sales.

• Destination flexibility and...

The DOE authorized up to 4 million barrels from the SPR as a loan to ExxonMobil and BP after hurricane disruptions hit Gulf Coast crude deliveries.

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The Iran war is manifesting through restricted product availability, soaring fuel prices, and a deteriorating economic outlook, with diesel projected to register 25% of the impact.

Axpo completed its first ship-to-ship LNG bunkering in Valencia using the Alisios vessel, with bio-LNG comprising over half the fuel supplied to a...

Geopolitical tensions tied to the U.S.-Iran conflict have tightened supply through the Strait of Hormuz, lifting Occidental's worldwide realized oil...

• Korean commitment remains conditional on Glenfarne reaching final investment decision and proving the project commercially reasonable
• No deal...

• Five-year contract delivers 0.9 bcm (9 TWh) of Norwegian gas annually to the Dutch grid from October 2026.
• Verified emissions data via Attributes...

LNG dual-fuel orders dominate with 73 vessels in H1 2026 and a fleet exceeding 1,550 ships, yet real-world methane slip reaches 6.4% on common...

Is heating oil strength creating the clearest crude-versus-products spread opportunity?

• Bill Baruch highlights how the big move in heating oil...

Recovering Middle Eastern crude exports are positioning Asian refiners to capture more profits and pricing power as Gulf refining capacity stays...