Where are Oil and LNG Prices Heading? What are the second order impacts for consumers and investors?

The global energy markets are in flux as of mid-April 2026, shaped by severe disruptions from the ongoing Middle East conflict (centered on Iran and the Strait of Hormuz). This has curtailed roughly 7–10 mb/d of crude, NGLs, and refined product exports in March–April, triggering sharp price spikes and inventory draws. Brent crude averaged $103/bbl […]

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The House Passes the FENCES Act – Rep. August Pfluger

In a significant victory for American energy producers, manufacturers, and workers, the U.S. House of Representatives passed H.R. 6409, the Foreign Emissions and Nonattainment Clarification for Economic Stability (FENCES) Act, on April 16, 2026, by a vote of 220-208. Sponsored by Rep. August Pfluger (R-TX-11), this commonsense permitting reform bill amends the Clean Air Act […]

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The Shale Revolution Hits the Road

The U.S. shale revolution didn’t just transform American energy—it created a blueprint the rest of the world now wants to copy. After two decades of explosive growth that made the United States the world’s top oil and gas producer, the playbook of horizontal drilling, multi-stage fracking, and relentless cost-cutting is crossing borders. Energy security, once […]

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Eni Says It Is Time to Suspend the Ban on Russian Gas

In a striking intervention that challenges Europe’s long-standing energy decoupling strategy, Claudio Descalzi, CEO of Italy’s state-backed energy giant Eni, has publicly urged the European Union to suspend its upcoming ban on Russian liquefied natural gas (LNG). Speaking at a political event organized by Italy’s Lega party, Descalzi stated: “I think that it is necessary […]

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