Industry & Analysis
News
April 26, 2026
A nearly 1-billion-barrel supply loss tied to the Hormuz disruption is pushing oil markets toward a turning point, with traders warning demand destruction is set to accelerate globally.
News
April 26, 2026
U.S.-Iran talks have stalled after Washington canceled a key diplomatic trip and Tehran rejected negotiations under pressure, as blockades keep Strait of Hormuz traffic near a standstill.
News
April 24, 2026
A sanctioned Iranian oil tanker halted in the Strait of Hormuz amid a U.S. blockade, as shipping traffic through the key oil chokepoint remains severely constrained.
News
April 24, 2026
Argentina’s incentive program is expected to accelerate development of a $12-billion Vaca Muerta shale oil project, boosting production and investment in the country’s key basin.
News
April 24, 2026
Baker Hughes CEO Lorenzo Simonelli expects upstream oil and gas investment to rebound in 2026–2027, driven by energy security concerns and supply disruptions linked to the Iran conflict.
News
April 24, 2026
APPO is pushing regional energy hubs to connect infrastructure and unlock Africa’s oil and gas potential, as operators look to scale investment and monetize the continent’s vast gas reserves.
News
April 24, 2026
The White House has extended a Jones Act shipping waiver to mid-August, allowing foreign vessels to transport oil and fuel between U.S. ports to ease supply disruptions linked to the Iran conflict.
News
April 23, 2026
bp saw shareholder pushback at its AGM as investors raised concerns over strategy and performance, while the company continues to refocus on oil and gas operations.
News
April 23, 2026
Dallas Fed survey data show executives expect months of continued Hormuz disruption, higher shipping costs and only modest U.S. production gains as the industry navigates ongoing geopolitical risk.
News
April 23, 2026
EIV Capital has raised $1.1 billion across new funds targeting U.S. upstream oil and gas assets and energy infrastructure, signaling continued investor focus on domestic energy development.
News
April 23, 2026
U.S. forces have boarded another Iranian-linked supertanker, signaling a wider reach for its blockade as oil shipments attempt to move beyond the Gulf.
News
April 23, 2026
Major oil companies are increasing deepwater exploration investment as the industry faces a 300-billion-barrel supply gap by 2050, according to new analysis from Wood Mackenzie.
Article
April
Environmental groups, unhappy with verdicts in climate cases involving U.S. energy firms, are now going to courts in other countries, where these companies have assets/interests, and attempting to relitigate these cases, to their satisfaction.
News
April 21, 2026
A last-minute extension of the Iran ceasefire has not eased tensions in global energy markets, with the U.S. maintaining its blockade of the Strait of Hormuz after negotiations with Tehran collapsed.
News
April 21, 2026
Halliburton says its global operations are holding up despite Iran-driven disruption in the Middle East, while early signs of a North America rebound point to a shifting upstream outlook.
Article
April
Editor-in-Chief Kurt Abraham weighs in on the Trump administration’s push to streamline offshore regulation, arguing the move could reduce bureaucracy and support U.S. development—while broader industry signals point to cautious optimism amid ongoing global uncertainty.
News
April 20, 2026
President Trump has invoked the Defense Production Act to accelerate U.S. oil, gas and infrastructure development, signaling a major push to boost domestic supply amid global disruption.
News
April 20, 2026
Ghana is advancing a $3.5 billion investment drive to boost offshore oil and gas development, alongside broader plans to expand renewables and explore nuclear power.
News
April 20, 2026
President Donald Trump said a ceasefire extension with Iran is unlikely, with the Strait of Hormuz set to remain blocked, raising concerns over global oil supply and market volatility.
News
April 20, 2026
Sable Offshore is ramping production at its Santa Ynez Unit and targeting new output in 2026, while advancing refinancing plans and pursuing legal claims tied to its California operations.
News
April 20, 2026
Kuwait has declared force majeure on oil and refined product shipments as the Strait of Hormuz blockade disrupts export flows, highlighting the growing impact of the Middle East conflict on global energy markets.
