Briefings

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.