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Geopolitics

Upstream oil and gas pumpjack and production infrastructure, U.S. E&P operations

Hormuz Blockade Week Five: How U.S. Upstream Operators Are Positioned to Capture the Windfall

The Strait of Hormuz has been effectively closed to normal commercial traffic for over five weeks, and the upstream math for U.S. producers has never looked better on paper — even as the geopolitical clock ticks toward a critical April 6 deadline. According to OilPrice.com, Brent crude surged back

Natural gas processing facility and pipeline, LNG export terminal

The Hormuz Test: What One Empty LNG Tanker Tells Us About Global Energy Risk

April 3, 2026 — Houston The Strait of Hormuz has become the most consequential 33 kilometers in global energy markets. For the first time since the U.S. and Israeli strikes on Iran began on February 28, an LNG tanker has attempted transit of the waterway — and the market is watching