Briefings

Shale Markets Briefing — September 10, 2026

Today's briefing brings you 15 stories across crude oil, lng, natural gas and refining from across the global oil and gas market. Leading today: Canadian pipeline expansions could unlock 2–3 MMbpd of oil production growth.

Shale Markets Briefing — September 9, 2026

Today's briefing brings you 20 stories across crude oil, refining, exploration and natural gas from across the global oil and gas market. Leading today: Tamarack Valley and Headwater in $10B deal to create oil-producing heavyweight - constructconnect.com.

Shale Markets Briefing — September 8, 2026

Today's briefing brings you 26 stories across oilfield services, crude oil, exploration and lng from across the global oil and gas market. Leading today: Shale Operators Test Advanced Surfactants to Offset Slowing Well Productivity Gains.

Shale Markets Briefing — September 7, 2026

Today's briefing brings you 25 stories across crude oil, exploration, lng and drilling from across the global oil and gas market. Leading today: Why Domestic Refining Capacity, Not New Shale Wells, Is Now the Binding Constraint on U.S. Crude Realization.

Shale Markets Briefing — September 5, 2026

Today's briefing brings you 8 stories across drilling, crude oil and exploration from across the global oil and gas market. Leading today: Trump team to fast-track Alaska oil drilling approvals - Washington Times.

Shale Markets Briefing — September 4, 2026

Today's briefing brings you 25 stories across crude oil, refining, drilling and exploration from across the global oil and gas market. Leading today: Venezuela Oil Deal Could Reshape U.S. Energy Security and Influence in the Caribbean, Expert Says | Newswise - newswise.com.

Shale Markets Briefing — September 3, 2026

Today's briefing brings you 17 stories across crude oil, refining, lng and natural gas from across the global oil and gas market. Leading today: Hormuz Disruptions Could Drag Into Next Year, Japanese Tanker Giant Warns.

Shale Markets Briefing — September 2, 2026

Today's briefing brings you 37 stories across crude oil, pipelines, lng and nuclear from across the global oil and gas market. Leading today: U.S.-Iran war intensifies after month-long lull, raising energy prices and inflation fears - The Globe and Mail.

Shale Markets Briefing — September 1, 2026

Today's briefing brings you 15 stories across offshore, midstream, lng and drilling from across the global oil and gas market. Leading today: The Permian Builds Pipe. Guyana and Brazil Are Building a Permanent Tanker Bill Instead.

Shale Markets Briefing — August 31, 2026

Today's briefing brings you 12 stories across drilling, crude oil, natural gas and refining from across the global oil and gas market. Leading today: Omega discovers major extension in Taroom Trough onshore Australia.

Shale Markets Briefing — August 30, 2026

Today's briefing brings you 7 stories across crude oil, lng, exploration and power & electricity from across the global oil and gas market. Leading today: U.S. Eyes 18th-Century Law to Seize and Sell Iranian Oil.

Shale Markets Briefing — August 29, 2026

Today's briefing brings you 11 stories across drilling, crude oil, lng and midstream from across the global oil and gas market. Leading today: Ovintiv adds 240 Permian, Montney drilling locations in $460-million acquisition push.

Shale Markets Briefing — August 28, 2026

Today's briefing brings you 39 stories across exploration, crude oil, lng and midstream from across the global oil and gas market. Leading today: Thiel Macro's $76 Million Vista Stake Puts a Number on the RIGI Bet in Vaca Muerta.

Shale Markets Briefing — August 27, 2026

Today's briefing brings you 15 stories across crude oil, lng, exploration and drilling from across the global oil and gas market. Leading today: Strait of Hormuz Traffic Ticks Higher Amid New Diplomatic Push.

Shale Markets Briefing — August 26, 2026

Today's briefing brings you 21 stories across production, exploration, crude oil and lng from across the global oil and gas market. Leading today: India’s ONGC Targets Tenfold Oil Output Boost in Venezuela.

Shale Markets Briefing — August 25, 2026

Today's briefing brings you 42 stories across drilling, crude oil, exploration and pipelines from across the global oil and gas market. Leading today: Permian Inventory Depletion Is Pricing Smaller Operators Out of the Market.

Shale Markets Briefing — August 24, 2026

Today's briefing brings you 16 stories across lng, crude oil, offshore and transportation from across the global oil and gas market. Leading today: Santos targets higher production as Pikka ramps toward 80,000 bpd.

Shale Markets Briefing — August 23, 2026

Today's briefing brings you 8 stories across policy, technology, markets and midstream from across the global oil and gas market. Leading today: IEA: Southeast Asia Needs Grid Investment to Nearly Quadruple by 2050.

Shale Markets Briefing — August 22, 2026

Today's briefing brings you 12 stories across drilling, regulatory, markets and policy from across the global oil and gas market. Leading today: The Race to Unlock the World’s Hidden Hydrogen Reserves.

Shale Markets Briefing — August 21, 2026

Today's briefing brings you 27 stories across drilling, policy, markets and midstream from across the global oil and gas market. Leading today: Why U.S. Shale's Geological Ceiling Now Matters More Than Its Rig Count.

Shale Markets Briefing — August 20, 2026

Today's briefing brings you 4 stories across drilling from across North American oil and gas. Leading today: SLB, Formentera Working to Activate Drilling Rigs in Venezuela, Executives Say - EnergyNow.com.

Shale Markets Briefing — August 19, 2026

Today's briefing brings you 15 stories across drilling, midstream, policy and technology from across North American oil and gas. Leading today: Longer wells boost Permian crude oil and natural gas production.

Shale Markets Briefing — August 18, 2026

Today's briefing brings you 12 stories across midstream, markets, policy and technology from across North American oil and gas. Leading today: Could a Prolonged Hormuz Crisis Keep Oil Prices High Into 2027? - Modern Diplomacy.

Shale Markets Briefing — August 17, 2026

Today's briefing brings you 38 stories across markets, policy, midstream and drilling from across North American oil and gas. Leading today: If Hormuz Keeps Stalling, Watch Condensate and NGLs Before You Watch Crude.

Europe gas storage tightens as oil and LNG projects move ahead

Europe’s gas storage crunch is deepening ahead of the heating season, while market headlines point to tighter diesel supply and a persistent geopolitical premium in oil. On the upstream side, Petrobras reported an ultra-deepwater discovery offshore Amapá and other projects advanced in Brazil, Alaska, and the Gulf of Mexico.

Shale Markets Briefing — August 15, 2026

Today's briefing brings you 5 stories across midstream and drilling from across North American oil and gas. Leading today: Depleted strategic oil reserve nears level that raises concerns about damage to caverns, operations - CNBC.

Oil prices rise on Hormuz tensions as midstream, pipeline and drilling updates pile up

Oil markets are being driven by tanker attacks and rising Strait of Hormuz risk, while U.S. policymakers weigh sanctions and waivers amid supply constraints. On the North American side, CRC is set to buy Crimson Midstream’s California pipeline platform, Phillips 66, Kinder Morgan and HF Sinclair sanctioned Western Gateway, and drilling and production updates continued across the Permian, Delaware Basin and Alaska.

Refining strain, record gasoline prices, and softer oil demand outlooks

Refinery attacks are worsening a global diesel supply crunch, while the U.S. gasoline price has broken records and the global refining system has little spare room left. At the same time, oil prices are falling after OPEC and the IEA cut their 2026 demand outlooks, even as the EIA sees a sharp rise in U.S. crude inventories and the U.S. is still on track for record natural gas production in 2026.

Hormuz tensions keep oil markets and shipping in focus

Oil prices, tanker traffic, and trade flows remain unsettled as U.S.-Iran tensions over the Strait of Hormuz continue to dominate the market. In North America, Alaska LNG and other midstream projects stay active, while the API showed an unexpected build in U.S. crude inventories.

Hormuz risks, diesel tightness, and U.S. export pressure

Markets are still digesting the Hormuz shock as prices climb, diesel supply tightens ahead of winter demand, and analysts warn more shipping capacity is needed to steady crude flows. In the U.S., pressure is building on Trump to restrict oil exports, while refinery outages and new drilling and LNG developments continue across key producing regions.

Oil rises on Iran-Hormuz uncertainty; Sunoco agrees to buy Offen

Oil prices rose as Iran tied any reopening of Hormuz to US concessions and markets remained focused on the stalled deal. In midstream, Sunoco agreed to buy Offen for $600MM, while India expanded LNG sourcing and ADNOC said it was significantly impacted by attacks.

Hormuz disruption tightens jet fuel market as U.S. energy softens impact

Airlines are scrambling for jet fuel as the disruption in the Strait of Hormuz drags on, while U.S. energy is helping cushion the wider global supply shock. Murphy Oil also reported a sharp increase in profit.

Hormuz risks, record LNG trade, and U.S. exports mark a busy oil market day

Middle East shipping risks continued to unsettle oil markets as vessel attacks mounted and concern over the Strait of Hormuz persisted. At the same time, U.S. crude and product exports hit a record in April, global LNG trade reached a new high in 2025, and several producers and refiners posted notable updates.