Permitting Reform Could Impact Consumers on Their Power Bills

America does not primarily have an energy shortage. It has a permitting shortage. A new Federal Energy Regulatory Commission (FERC) proposal to streamline expansions of liquefied natural gas (LNG) facilities highlights both the opportunity and the limits of piecemeal reform. As energy analyst Stuart Turley notes, LNG expansion alone will not lower costs for consumers […]

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PJM, ERCOT, and SPP All Set New Summer Peak Electricity Demand Records This Summer

The summer of 2026 tested the U.S. electric grid with record heat and rising demand. According to the U.S. Energy Information Administration’s Hourly Electric Grid Monitor (based on Form EIA-930 data), three major regional transmission organizations (RTOs) set new peak hourly load records.⁠Eia PJM (serving roughly 65–67 million people across all or parts of 13 […]

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Europe’s Gas Prices Close to 2022 High as LNG Market Shifting

European benchmark natural gas prices remain near multi-year highs in mid-October 2026, approaching levels last seen at the end of 2022. The Dutch Title Transfer Facility (TTF) front-month contract traded around €86 per megawatt-hour (MWh)—roughly $96.50/MWh—after a sharp rally driven by constrained Middle East LNG supplies and historically low storage heading into winter. Prices have […]

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EIA Expects a Mixed Picture for Winter Fuel Costs This Year

The U.S. Energy Information Administration (EIA) released its 2026–27 Winter Fuels Outlook on October 6, 2026, alongside the October Short-Term Energy Outlook. The outlook paints a mixed picture for household heating costs this winter (November through March). Homes that primarily heat with natural gas or propane—about half of U.S. households—are expected to spend less than […]

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Occidental’s Big Tease Sets the Stage for Earnings

Houston-based Occidental Petroleum (NYSE: OXY) delivered its customary pre-earnings operational and realizations snapshot on October 13, 2026, via an 8-K filing of “Third Quarter 2026 Earnings Considerations.” As Reese Energy Consulting noted in a LinkedIn post the same day, it functions as the trailer before the full movie—the formal Q3 results scheduled for after-market close […]

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Europe’s Energy Hypocrisy Has a Price: They Have Paid Billions to Russia Since 2022

U.S. Treasury Secretary Scott Bessent has highlighted a core contradiction in Europe’s energy policy amid ongoing debates over Russian diesel supplies. In comments tied to a Trump administration arrangement for Russian diesel releases (initially 300,000 tonnes, with more to follow) to ease prices amid broader supply pressures, Bessent stated that Europe has transferred more money […]

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Permian Gas Takeaway Is Critical, and New Pipelines Are Key to Stabilize Gas Long Term

The Permian Basin remains the engine of U.S. oil growth, but it is steadily becoming gassier. Rising gas-to-oil ratios (GORs) mean every incremental barrel of crude now brings more associated natural gas. Without matching takeaway capacity, that gas depresses local prices, forces curtailments or flaring, and erodes the economics that keep oil drilling active. New […]

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