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natural-gas

NOG Goes to Canada, PTEN Fires a Signal: Tuesday's Close in Two Moves

NOG Goes to Canada, PTEN Fires a Signal: Tuesday's Close in Two Moves

Northern Oil and Gas makes its first international move with a CA$350M Duvernay deal, Patterson-UTI upgrades Q2 outlook, and natural gas surges 5% on low supply and LNG demand. Tuesday's market in two signals.

European Data Centers Are Outgrowing Their Power Deals — and US Gas Is Filling the Gap

European Data Centers Are Outgrowing Their Power Deals — and US Gas Is Filling the Gap

Source data: EIA U.S. natural gas export data (monthly), FRED Henry Hub daily price series, Louisiana and Pennsylvania marketed production data (EIA), Equinor public commentary on European storage (May 2026), company profiles via Financial Modeling Prep Europe entered the summer gas storage refill season with a problem that has

Strikes Reopen the Iran Premium: WTI Bounces to $92 as Tuesday's Market Tests the New Floor

Strikes Reopen the Iran Premium: WTI Bounces to $92 as Tuesday's Market Tests the New Floor

WTI rebounds to $92.23 from the $90.88 holiday floor after overnight U.S. strikes on Iranian targets complicate the deal narrative. QatarEnergy extends force majeure through August. India cuts demand growth 40%. Technology Tuesday: European data centers outgrowing clean power.

Saudi Exports Hit Record Low as Goldman Sounds Stockpile Alarm: Thursday's Global Supply Brief

Saudi Exports Hit Record Low as Goldman Sounds Stockpile Alarm: Thursday's Global Supply Brief

JODI data shows Saudi Arabia's crude exports at record lows as Hormuz physical constraints bite. Goldman Sachs escalates its global stockpile alarm. WTI $98.07, Brent $104.48.

Oil Down $6, Gas Holds $3: Wednesday's Price Split and What It Signals

Oil Down $6, Gas Holds $3: Wednesday's Price Split and What It Signals

WTI fell $5.73 while Henry Hub held $3.07. Williams Companies filed a new $1B credit facility. Diamondback completed its leadership transition without drama. What Wednesday's split in crude and gas signals for Thursday.

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

At $2.82 Henry Hub, both basins are economic — but infrastructure is determining who captures the AI-driven power demand increment. EQT's MVP connectivity and Expand Energy's LNG positioning point toward a split market in H2 2026.