This past week we talked to both the Anchorage Hillside Rotary Club and Prof. Willie Hensley’s graduate seminar on “Alaska Policy Frontiers.” Here’s the slide deck.
***Global Oil & Gas***
Oil & Gas Journal- An error has occurred; the feed is probably down. Try again later.
Fuel Fix
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Financial Times- An error has occurred; the feed is probably down. Try again later.
Oil Price.com- India Boosts Middle East Oil Imports, Cuts Russian Flows
- JP Morgan, Goldman Diverge on Hormuz Oil Flow Estimates
- Oil Prices Climb as Trump Rules Out Easing Iran Sanctions
- Oil's New Normal Is Higher Prices
- Europe’s Gas Crisis Deepens as Hormuz LNG Crunch Drives Prices Higher
- US Government Presents Regulatory Gift to Gas Automakers
- US Distillate Stocks Continue to Fall As Crude Inventories Build
- White House Weighs Red-Dyed Diesel Relief as Fuel Prices Soar
- California and the EU Move to Rein In the Environmental Cost of AI
- Iran Threatens Middle East Energy Infrastructure as Hormuz Standoff Deepens
Oil Price.Net- Aramco's IPO and oil prices
- The battle for Libyan oil
- Waking into our new volatile age of oil prices
- 4 oil price predictions for 2019
- Saudi Arabia steps backwards despite high oil prices
- Iran tensions to send oil price past $150 - again
- Sanctions and oil prices
- Is Volatility in Oil Price on the Way, Again ?
- 5 Oil Price Predictions for 2018
- Stable oil prices herald sea change for Strategic Petroleum Reserve
Oil & Gas 360- An error has occurred; the feed is probably down. Try again later.
Platt’s Oil News- An error has occurred; the feed is probably down. Try again later.
Rigzone
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Platt’s Natural Gas News- An error has occurred; the feed is probably down. Try again later.
LNG World News- An error has occurred; the feed is probably down. Try again later.
Upstream Online- An error has occurred; the feed is probably down. Try again later.
Offshore Energy- An error has occurred; the feed is probably down. Try again later.
Law 360 Energy- Anadarko Investors Ink $114M Deal Over Axed Oilfield Project
- Groups Say Calif. Biogas Credits Incentivize More Methane
- NHTSA Fuel Economy Regs Overhaul Crushes EV Ambitions
- Suit Accuses USDA Of Unlawfully Gutting Aid For Rural Solar
- Ford Hybrid Engine Fire Defect Suit Gets Trimmed
- Walmart, Energizer Battery Buyers Lose Antitrust Cert. Bid
- DTE Energy Settles Mich. Off-The-Clock Wage Claims
- 3rd Circ. Says No Contract Fees After Unripe Dismissal
- Feds Seek To Throw Out States' Challenge To DEI Contract EO
- Gibson Dunn Hires NY-Based Structured Finance Co-Chair
***DC***
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Politico’s “Morning Energy”- An error has occurred; the feed is probably down. Try again later.
***Finance & Corporate***
Seeking Alpha Energy- Shell-led LNG Canada to proceed with Phase 2 expansion, doubling export capacity
- Uranium Energy outlines NNSA demand of 4 million pounds per year starting 2030 while advancing UR&C class 4 cost estimate by mid-2027
- Phillips 66 extends losses to eighth straight session
- GeoPark plans $7B Venezuela investment to nearly triple production by 2030
- BP names energy deal veteran Ben Monaghan to lead M&A
- Cheniere signs 22-year LNG supply deal with Petrobras
- Jaguar Uranium gains Argentina approval for La Rosada exploration
Petroleum Economist- An error has occurred; the feed is probably down. Try again later.
Oil & Gas Finance Journal
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Energy & Environmental News PM- An error has occurred; the feed is probably down. Try again later.
***Blogs***
RBN Energy- Comeback Story? – New Pipelines Boost Permian Natural Gas Economics, But Oil Still Drives Activity
- Long Time – Economics, LNG Exporters’ Needs to Determine Which Gulf Coast Gas Storage Gets Built
- Let the Fun Begin! LNG Canada Partners Sanction Phase 2 Expansion
- U.S. LNG Feedgas Holds Steady Despite Cove Point Offline
- Leap of Faith – Potential Plans to Limit U.S. Diesel Exports Come With Plenty of Downside Risk
- Permian Natural Gas Production Still Near Record Highs
- Keep Me In Your Heart – Market Fundamentals As Essential As Ever in Changing Energy Landscape
- U.S. Rig Count Up Four to 599; Gas Rigs Climb to Highest Level Since July 2023
- Canadian Rig Counts: Oil Rigs Rebound Jumping by 11, Gas Rigs Unchanged
- Texas Railroad Commission Approves ExxonMobil's Rose CCS Project
Forbes: Chris Helman’s Blog- An error has occurred; the feed is probably down. Try again later.
Platt’s Blog “The Barrel”- An error has occurred; the feed is probably down. Try again later.
Gail Tverberg’s Oil Blog- Affordability, Not Scarcity, Is the Real Energy Crisis
- Why Oil Shortages May Bring Lower Prices–and Recession
- China and US Trade Talks: A Solution for Oil Shortages?
- Losing the Iran War May Be the Best Outcome for the World
- A New Explanation for Tariffs and Bombings
- Understanding Deglobalization: The Role of Diesel and Jet Fuel
- 2026: Expect a very uneven world economic downturn
- Too many promises; too few future physical goods
- A lack of very cheap oil is leading to debt problems
- What has gone wrong with the economy? Can it be fixed?
