Shale Markets Briefing — September 20, 2026
Sunday, September 20, 2026
Today's briefing brings you 3 stories across crude oil and lng from across the global oil and gas market. Leading today: Associated Gas Keeps Rising in U.S. Shale Even as Crude Output Stalls.
crude-oil
Permian gas output is outrunning crude growth as rising gas-oil ratios in maturing wells push takeaway capacity toward its limits.
From Our Desk
lng
The headline points to capital being redirected toward longer crude shipping routes and floating gas infrastructure, which can tighten fleet availability and support midstream and LNG-linked assets. For executives, it signals that vessel order books and infrastructure control are becoming part of the competitive edge in moving oil and gas through a more fragmented market.
OilPrice.com
Tighter LNG availability is shifting bargaining power toward Europe, which means buyers there are having to secure supply even at sharply higher spot prices. For exporters and traders, that points to a firmer Atlantic Basin pull on cargoes and a weaker near-term call on Asian demand.
OilPrice.com