March 5, 2022
Russia/Ukraine — Energy Market Impacts
Loss of Russian Crude and Product Exports The uncertainty around forward Russian oil supplies helped…
February 4, 2022
OPEC+ Opts for the Status Quo
Prompt WTI reached $93.17/barrel Friday morning as oil market upside accelerated. Buoyant oil prices have…
January 22, 2022
Natural Gas Markets Go Global
The past couple of months have given natural gas market participants in North America demonstrable…
January 7, 2022
Geopolitical Supply Risk Rapidly Expands
An underappreciated and poorly understood risk within oil markets, and hard commodities in general, is…
December 17, 2021
EPA proposes Methane Emission Reduction Rule for Oil and Gas Sector
The Environmental Protection Agency (EPA) is proposing significant changes to the New Source Performance Standards…
November 19, 2021
Impact of Joint US-China SPR Release
Market focus on, and narrative around, the possible release of crude oil from the US…
November 12, 2021
Not All Normal Winters are Created Equal
Since the December 2021 contract took over the prompt slot on the NYMEX natural gas…
October 29, 2021
Cushing Stocks Move Front and Center
Stocks at the WTI delivery hub at Cushing, OK have been declining at a brisk…
October 22, 2021
African OPEC+ Struggles to Grow Output
Last week’s Friday Focus discussed OPEC’s plan to hold the course on its 400,000 bpd…