The Strait of Hormuz, a narrow 21-mile-wide passage between Iran and Oman, is the world’s most critical chokepoint for oil and liquefied natural gas (LNG) trade. Often described as the \”jugular vein\” of global energy, it facilitates the flow of roughly 20% of the world’s oil and a quarter of its LNG. Recent geopolitical tensions, […]
Continue ReadingIn a significant escalation of hostilities, Israel has reportedly launched airstrikes on Iran’s South Pars gas field, the world’s largest natural gas reserve, located in the Persian Gulf and shared with Qatar. According to IRGC-affiliated media and posts on X, the attacks targeted critical infrastructure in Phase 14 of the South Pars field in Bushehr […]
Continue ReadingThe Middle East is once again a powder keg, with tensions between Israel and Iran threatening to ignite a crisis in global oil markets. Following Israel’s recent airstrikes on Iranian targets, fears are mounting that Tehran’s oil infrastructure—producing roughly 3.3 million barrels per day (bpd)—could be crippled. Iran accounts for about 3% of global crude […]
Continue ReadingThe escalating conflict between Israel and Iran has sent shockwaves through global energy markets, prompting oil forecasters to rapidly revise their price outlooks. With military strikes intensifying and fears of supply disruptions mounting, the geopolitical risk premium on oil has returned with a vengeance. Brent crude surged past $78 per barrel in its biggest intraday […]
Continue ReadingIn a significant setback for Nigeria’s fiscal ambitions, negotiations for a record-breaking $5 billion oil-backed loan from Saudi Aramco have hit a wall, with falling crude oil prices casting a shadow over the deal. This development, first broached during a November 2023 meeting between Nigerian President Bola Tinubu and Saudi Crown Prince Mohammed bin Salman […]
Continue ReadingThe escalating tensions between Israel and Iran have long been a geopolitical flashpoint, with implications that ripple across global energy markets. Recent speculation about Israel potentially targeting Iran’s nuclear facilities or oil export infrastructure has raised critical questions about the stability of the oil market. Such an event could disrupt Iran’s oil production and exports, […]
Continue ReadingThe European Union is rolling out its 18th sanctions package against Russia, and this time, it’s aiming straight for the heart of Moscow’s energy sector. With a proposed ban on the Nord Stream pipelines and a tighter $45-per-barrel cap on Russian oil (down from $60), the EU is doubling down on its strategy to choke […]
Continue ReadingAs we examine investments in the energy markets, I consider trends, supply, demand, and opinions from energy leaders with an excellent track record. I have included two posts on X from Josh Young of Bison Interests, and he makes some excellent points. I highly recommend following him on X, and LinkedIn. Introduction In May 2025, […]
Continue ReadingENB Pub Note: A great story from Oilprice.com\’s Irina Slav today. We will be covering this on the Daily Energy Stand up tommorow. The last time this happened oil shot up to $120. Buckle up, and do the opposite of Jim Cramer. Morgan Stanley analysts report that the 411,000 barrels per day OPEC+ pledged to […]
Continue ReadingSubsea 7 Offshore engineering and services player Subsea 7 has won a contract for work on Shell’s Aphrodite gas project offshore Trinidad and Tobago. The project involves the transportation and installation of subsea equipment at the Aphrodite development, located within Block 5a, at water depths of up to 290 m. Project management and engineering activities […]
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