The FT writes, US shale bosses polled by the Federal Reserve Bank of Dallas said they did not expect to significantly increase production over the next two years as a result of the “chaos” caused by the Iran war. According survey of more than 100 oil and gas companies, 43% of executives said they do […]
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As the 2026 Iran War continues to ripple through global energy markets—particularly with disruptions tied to the Strait of Hormuz—policymakers, energy producers, and consumers are closely watching the inflationary fallout. A timely new working paper from the Federal Reserve Bank of Dallas provides a rigorous, scenario-based framework for quantifying exactly how oil price shocks from […]
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The Federal Reserve Bank of Dallas released its Q1 2026 Energy Survey on March 25, 2026, and the headline is clear: after nearly a year of contraction, oil and gas activity in the Eleventh Federal Reserve District (Texas, northern Louisiana, and southern New Mexico) is expanding again. The survey’s broadest measure—the business activity index—jumped from -6.2 […]
Continue ReadingENB Pub Note: Excellent update from the Dallas Fed. You can check the full report here. We will be covering the next Energy News Beat Stand-up. Activity in the oil and gas sector edged lower in fourth quarter 2025, according to oil and gas executives responding to the Dallas Fed Energy Survey. The business activity […]
Continue ReadingWeekly Daily Standup Top Stories Dallas Fed Survey Reveals Unrest in America’s Shale Patch September 27, 2025 Clark Savage ENB Pub Note: This article is from David Blackmon’s Substack, and we recommend subscribing. This brings up a huge discrepancy between “Drill Baby Drill” and what is actually happening in the oil and gas industry […] U.S. Shale […]
Continue ReadingDaily Standup Top Stories Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges September 27, 2025 Clark Savage ENB Pub Note: This is an excellent article from Irina Slav on Oilprice.com. While the title says advertisers are returning to big oil, I would add investors to the list. I have written several articles […] Chinese Lithium […]
Continue ReadingENB Pub Note: This article is from David Blackmon\’s Substack, and we recommend subscribing. This brings up a huge discrepancy between \”Drill Baby Drill\” and what is actually happening in the oil and gas industry in the U.S. I am scheduling Josh Young from Bison Interests to discuss the current oil and gas market on […]
Continue ReadingAs we work on our day jobs of evaluating oil and gas wells and leases to determine whether they are a good investment or should be passed, I wanted to share some basic information as a backdrop to Texas oil and gas. I do not provide investment advice, but I am more than willing to […]
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