Hope Fades, Traders Brace for Extended Oil, LNG Squeeze
admin
For most of the past six months, traders active on the commodity futures markets have been mostly optimistic. They have taken every statement by President Donald Trump about peace talks…
Energy
Russia’s Fuel Crisis Hits Moscow as Rationing Spreads
Russia has been subject to many months of a ramped-up long-range drone campaign out of Ukraine, chiefly targeting oil refineries as well as industrial sites – and most recently expanding…
The U.S. Is Quietly Building a New Energy Foothold in Iraq
There have been perhaps a handful of events since the end of the Second World War that have fundamentally reshaped the world’s oil markets and consequently its geopolitics while remaining…
Peter Thiel Bets $76 Million on Argentina’s Vaca Muerta Shale
Palantir chairman and hedge fund owner Peter Thiel bought a 1% stake in one of the biggest companies operating in the Vaca Muerta shale formation in Argentina in the latest…
U.S. Shale Majors Cut Spending Despite Higher Oil Prices
U.S. oil companies dominating the shale patch are planning to trim their spending plans and instead take advantage of higher international oil prices to reduce debt and boost shareholder returns.…
Automation Could Start Eating Into U.S. Diesel Demand
The rise of automation, AI, and electric trucks can fundamentally change the freight transportation industry in the United States, leading to a revolution in transport fuel demand. Various vehicle and…
Europe’s Gas Storage Crunch Deepens Ahead of Heating Season
With less than three full months left until the start of heating season in much of Europe, the issue of gas inventories is becoming increasingly pressing. Current inventory levels are…
Have Middle East Oil Flows Rebounded to 15 Million Bpd as U.S. Claims?
U.S. Energy Secretary Chris Wright this week said that the oil exports from the Middle East have rebounded to 15 million barrels per day (bpd) and even topped the pre-war…
Electric Aviation Won’t Kill Jet Fuel – But It Could Take the Best Routes First
Aviation is often treated as one of oil’s safest remaining markets. In 2026 that still looks like a reasonable assumption. Airlines are expected to consume around 104 billion gallons of…
Russia’s Oil Industry Is Running Out of Room to Absorb More Shocks
Following a year of tighter sanctions and Ukrainian attacks on refineries, ports and tankers, Russia’s crude output has fallen further in the second half of 2026, severely affecting the nation’s…