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natural-gas

The Demand Driver WTI Can’t Touch: AI Data Centers and the Haynesville-Appalachian Gas Thesis

The Demand Driver WTI Can’t Touch: AI Data Centers and the Haynesville-Appalachian Gas Thesis

EQT | NASDAQ | EXE | NASDAQ | Source data: Expand Energy Q1 2026 10-Q (EDGAR, filed April 28, 2026); EIA weekly natural gas price data; Yahoo Finance commodity prices, June 9, 2026 While WTI trades at $87.93 and Saudi Arabia's second consecutive OSP cut confirms the demand signal on

Saudi Cuts July OSPs Again as WTI Tests $89: Tuesday's Oil-Gas Divergence

Saudi Cuts July OSPs Again as WTI Tests $89: Tuesday's Oil-Gas Divergence

Oil slipped below $90 for the second time this week as Saudi Arabia cut July official selling prices for Asian buyers, and Trump called for an "immediate" halt to Israeli-Iranian strikes — removing two of the market's remaining geopolitical supports simultaneously. WTI settled near $89.37,

Week in Review: WTI’s $92 Friday and What the Rig Count Tells Us Next

Week in Review: WTI’s $92 Friday and What the Rig Count Tells Us Next

WTI settles at $92.71 as the week's Iran-and-Kurdistan volatility fades. Baker Hughes rig count due 1pm CT. Gas diverges as LNG demand floors the market.

Aged crude tanker underway at golden-hour sunset

Oil Down 3%, Gas Up 4%: Thursday's Split Screen and What Iran's Tightening Blockade Means for the Next Move

WTI closed Thursday at $93.02 — down $3.00 and -3.12% on the session — while natural gas futures moved the opposite direction, rising 4.36% to $3.354/MMBtu. Brent fell $2.56 to $95.25. The crude-gas divergence is back, and the mechanism is the same one

Iran Talk, Kurdistan Supply, and a $95 WTI Floor Test: Thursday's Global Brief

Iran Talk, Kurdistan Supply, and a $95 WTI Floor Test: Thursday's Global Brief

WTI slides to $95 on Israel-Lebanon ceasefire signals and Iran talk revival. Kurdistan pipeline restarts at 450K bbl/d. Henry Hub holds above $3.25. Thursday geopolitical brief.

The Inventory Thesis: Four Consecutive Draws Put $96 WTI on Different Footing

The Inventory Thesis: Four Consecutive Draws Put $96 WTI on Different Footing

Wednesday's EIA report did something the geopolitical headlines couldn't: it made the $96 WTI price look cheap on fundamentals. Commercial crude inventories came in at 433.7 million barrels for the week ending May 29 — a draw of 7,974 Mbbl from the prior week'

The Bond Market Speaks: Venture Global's $2.25B Refinancing and What Tuesday's WTI Recovery Means

The Bond Market Speaks: Venture Global's $2.25B Refinancing and What Tuesday's WTI Recovery Means

WTI closed at $93.37. The real signal came from the bond market: Venture Global priced a $2.25 billion notes offering, locking in long-term LNG infrastructure debt at current spreads.