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Barclays Holds the $100 Line as Inventory Math Turns Against Iran Deal Optimists

Barclays Holds the $100 Line as Inventory Math Turns Against Iran Deal Optimists

WTI gains $1.91 to $98.26 as Barclays warns inventory risks are skewed higher and Goldman confirms record-pace global draws. Iran deal skepticism rebuilds the physical premium.

Petroline Has No Second Gear: JODI March Data Confirms Saudi Export Ceiling

Petroline Has No Second Gear: JODI March Data Confirms Saudi Export Ceiling

SPR Record, Iran Delay, Gas Surge: Tuesday's Three-Signal Close

SPR Record, Iran Delay, Gas Surge: Tuesday's Three-Signal Close

WTI closed near $104, Brent above $110, and gas futures jumped 7%+ Tuesday. The Iran strike delay, a record SPR drawdown, and a U.S. LNG methane standoff with Europe drove the close.

The H2 2026 Gas Race: Why Haynesville Wins LNG and Appalachian Wins Data Centers

The H2 2026 Gas Race: Why Haynesville Wins LNG and Appalachian Wins Data Centers

Russia's Waiver Expires, India Pivots: What Monday's Close Means for Atlantic Basin Supply

Russia's Waiver Expires, India Pivots: What Monday's Close Means for Atlantic Basin Supply

Trump let India's Russian oil waiver expire. WTI pulled back $3.65. Henry Hub hit $3.02. Here's what today's close actually means.

Five Up, $97 Floor: Friday's Rig Count Says Operators Aren't Blinking

Five Up, $97 Floor: Friday's Rig Count Says Operators Aren't Blinking

WTI touched $97.23 intraday Friday before recovering to close near $101.26. A $4-plus swing on the week's last session. The geopolitical backdrop — Iran, Hormuz, Commonwealth's $13B LNG FID that printed this morning — gave traders every reason to volatility. They took it. Then they

The LNG Inflection Week: FIDs, Waha's Floor, and What Production Services Still Misses at $110 WTI

The LNG Inflection Week: FIDs, Waha's Floor, and What Production Services Still Misses at $110 WTI