As the world’s largest oil and gas companies slash spending on low-carbon “transition” projects for the first time in eight years, one thing is crystal clear: U.S. oil majors are proving that fiscal discipline and bold upstream development are not mutually exclusive—they are the winning formula. According to BloombergNEF data highlighted in today’s Watts Up […]
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This was a lot of fun with Ron as we covered his latest earnings reports from Liberty Energy, and the exciting direction for Liberty in the AI and Data Center space. In fact, as we were talking, I got the idea to have Ron on the podcast with Jon Brewton, CEO of Data2. We are […]
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In the high-stakes world of energy markets, not all oil prices are created equal. \”Paper oil\” refers to benchmark futures contracts traded on exchanges like NYMEX (WTI) and ICE (Brent)—financial instruments where the vast majority of trading volume (often 95%+) never results in physical delivery. These are the headline numbers investors see on CNBC or […]
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Energy News Beat Analysis – March 2026 Oil prices have spiked in early 2026 amid escalating Middle East tensions, with WTI futures recently trading in the $75–$90+ range and Brent pushing even higher on supply disruption fears. Geopolitical risks around the Strait of Hormuz have flipped the script from the soft-price environment many producers budgeted […]
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In a major move to secure stable energy supplies amid escalating geopolitical tensions, Japan has inked deals worth up to $56 billion with the United States for oil, natural gas, and liquefied natural gas (LNG) purchases and investments. This agreement, finalized at the Asia-Pacific Energy Security Forum in Tokyo on March 14, 2026, underscores Japan\’s […]
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In the midst of escalating tensions in the Middle East, with U.S. and Israeli strikes on Iran and retaliatory actions disrupting global energy flows, the question looms large: Are we truly in the throes of an oil crisis? As of March 15, 2026, the Strait of Hormuz—a vital chokepoint carrying roughly 20% of the world\’s […]
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In the midst of escalating tensions in the Middle East, hedge funds have ramped up their bullish positions on oil to levels not seen since early 2020, betting on sustained supply disruptions from the ongoing U.S.-Israel conflict with Iran. As of late February 2026, just before the strikes intensified, money managers boosted their net-long stance […]
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By Stuart Turley, Energy News Beat In a bold move to stabilize global energy flows amid escalating tensions in the Middle East, the U.S. government has selected insurance giant Chubb Limited to spearhead a $20 billion maritime reinsurance program aimed at protecting shipping through the volatile Strait of Hormuz. This initiative, announced by the U.S. […]
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By Stuart Turley, Energy News Beat In a landmark announcement that underscores America\’s push toward energy dominance, President Donald J. Trump revealed on March 10, 2026, that America First Refining is set to open the first new oil refinery in the United States in nearly 50 years. Located at the Port of Brownsville in South […]
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In a bold projection that underscores the enduring role of fossil fuels in the global energy landscape, Saudi Aramco has forecasted a 1.1 million barrels per day (bpd) increase in global oil demand for 2026, pushing consumption to unprecedented levels. This announcement, made by the world\’s largest oil exporter, comes amid ongoing debates about energy […]
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