The quarter Shell lost its Qatari supply was its best since 2022, and not for the reason most people think. Refining paid for it. A portfolio of options made the difference. By Energy News Beat | Oct. 29, 2026 | Shell results published 7:00 a.m. GMT; LNG prices read 1:00 p.m. CT Shell earned $10,814 […]
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A letter from the Vice President is the most senior American outreach to Tehran in months, and crude drifted lower on the news. The same reporting says Washington and Israel are still preparing a week of strikes after the Nov. 3 election. Both things are true, and the gap between them is what you are […]
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In this Energy Realities podcast roundtable, hosts Dr. Tammy Nemeth, David Blackmon, and Stu Turley examine the rapidly shifting global energy landscape and the contradictions embedded in Western climate policy. The discussion spans from Qatar Energy’s landmark 23-year LNG supply agreement with Chenier—signaling natural gas as a permanent fixture in the global energy mix—to the […]
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Qatar, long the world’s LNG heavyweight, is shopping for American gas. On Thursday, Oct. 22, Cheniere and QatarEnergy signed deals for 4 million tonnes per year (Mtpa) of U.S. LNG through 2054. Later that day, Reuters reported QatarEnergy is in advanced talks to buy at least 3 Mtpa from Venture Global (NYSE: VG) on a […]
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The global liquefied natural gas (LNG) market is locked in an intensifying bidding contest between Asia and Europe, driven by severe disruptions to Qatari supplies through the Strait of Hormuz amid the US-Iran conflict that began in late February 2026. Spot prices have more than doubled—surging roughly 150% from pre-conflict levels near $10.40 per million […]
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The 2026 US-Iran war and the effective closure of the Strait of Hormuz have delivered a sharp shock to the global helium market. Helium, extracted primarily as a byproduct of natural-gas processing, has no short-term substitutes in many critical applications. Qatar’s Ras Laffan complex—source of roughly one-third of world supply—saw production halted after Iranian strikes […]
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Brent closed Friday at $109.86 and the futures market prices $100 oil into spring. Gas costs about nine times more in Europe and Asia than at Henry Hub, the U.S. benchmark, coal demand is headed for a record, and five of the world’s eight oil chokepoints have trouble. Here is what it means for your […]
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Cheniere Energy has handed over the last piece of its Corpus Christi Stage 3 expansion just as the global LNG market is being pulled in two directions: Asia bidding hard for cargoes, and Europe trying to refill storage that is running well behind seasonal norms. The timing is not a coincidence. It is the point […]
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A recent JPMorgan report titled “Food Security is National Security: A Compounding Storm,” led by senior global economist Nora Szentivanyi, has sounded the alarm on rising risks of elevated global food inflation into 2027. The bank projects food inflation accelerating from about 2.8% in the first half of 2026 to around 5% annualized in the […]
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Noreva (formerly Karbone Research), an AI-powered energy market intelligence platform, recently expanded its offerings with enhanced U.S. natural gas forecasting tools. These include merchant curves, scenario modeling, fundamentals analysis, basis and logistics analytics, and capacity pricing forecasts that integrate real transactional data, supply-demand balances, policy factors, and proprietary models. The service aims to provide clearer […]
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