lng
Commonwealth LNG FIDs $13B, Trump Loses Patience With Iran: Friday's Week-Closing Setup
Commonwealth LNG approved its $13 billion Louisiana export facility Friday morning. Pemex's CEO is out. Brent is heading for a 6% weekly gain. The Iran risk premium is no longer theoretical.
Hormuz Opens a Lane for China, Waha Goes Negative: Thursday's Two-Sided Market
The Trump-Xi summit produced something oil traders have been waiting weeks for: a direct US-China agreement that the Strait of Hormuz must remain open for all shipping. By Thursday afternoon, Iranian state media confirmed it — around 30 Chinese vessels were cleared for Hormuz transit in coordination with Iran&
Hormuz Opens for Some, Closes for Others: Iran's Passage Strategy and the May 16 Wildcard
A Japan-bound crude tanker cleared the Strait of Hormuz this morning, Reuters reported, citing LSEG vessel-tracking data. It's only the second Japan-bound cargo to make it through since U.S. and Israeli forces launched strikes on Iran in late February. The transit doesn't
IEA Flips to Deficit, Iran Cracks the Door: What Wednesday's Numbers Mean for US Upstream
The IEA doesn't flip its annual balance from surplus to deficit without a reason. Today it did, and the reason is sitting at the bottom of the Persian Gulf. The agency's May 2026 Oil Market Report projects global supply will fall 3.9 million barrels per
EU Storage Mandates Bend, US LNG Surges: What Brussels' Retreat Means for EQT, Expand Energy, and the Drilling Contractors
EU Blinks on Storage, SM Clears Legacy Debt: Wednesday Capital Markets Brief
SM Energy retires $400M in legacy Bonanza Creek notes. The EU backs flexibility on gas storage mandates. SLB locks in $2B at 10-year rates. WTI holds $101.