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Thanksgiving Energy Check: Demand, Prices, Inventory
Thanksgiving week is one of the most reliable demand signals in the U.S. energy calendar. Here's where things stand on crude, products, and natural gas.
Appalachia Gas: The Recovery Trade
Appalachian gas producers endured two years of suppressed prices and deliberate production cuts. With Henry Hub recovering, the question is whether they benefit or whether the recovery pulls in competing supply.
Natural Gas Storage: Heading Into Winter
EIA storage data shows inventories running below last year and near the 5-year average — a constructive but not extreme setup heading into the heating season.
Year-End Tax Planning and A&D: The December Effect
Oilfield Services Q3 Recap and Outlook
SLB, Halliburton, and Baker Hughes all reported Q3 2025 results that told the same story: North America is soft, international is the growth engine, and margin compression is real.
Henry Hub Price Recovery: Is This Time Different?
Natural gas is trading above $3.00/MMBtu for the first time with any consistency since early 2023. The structural case is stronger than the last two false starts.