News
Shale drillers are finding new and exciting ways to boost production in the Permian and elsewhere. This can make the industry more resilient to international price swings—but never fully resilient and never for very long. The pain from the prolonged price depression is beginning to bite in. Back in October, Kpler warned that U.S. oil production could shed 700,000 barrels daily if international oil prices slid lower than $60 per barrel. The analytics firm cited drilled but uncompleted well data showing the inventory of these wells had shrunk…
On 16 November 2025, at the Seventh Consultative Meeting of the Heads of State of Central Asia, the presidents of the “C5,” the Central Asia republics of Kazakhstan, the Kyrgyz Republic, Tajikistan, Turkmenistan, and Uzbekistan, announced the Republic of Azerbaijan would join the group, now christened the “C6.” In October 2023, President Ilham Aliyev of Azerbaijan attended the Fifth Consultative Meeting of the Heads of State of Central Asia and noted, “Azerbaijan is a reliable transit country along the route to…
Two conferences in the Middle East this month opened insights on energy and sustainability from a Middle Eastern perspective. The enormous ADIPEC event in Abu Dhabi brought together hundreds of speakers in 10 different strategic areas and numerous technical sessions across four days. Discussion of sustainability occurred within the context of an imperative for investment to sustain growth in all forms of energy and especially oil and gas. The spotlight was also on AI which received praise for already providing remarkable efficiency gains…
Growing domestic and export demand for Permian’s natural gas is pushing pipeline developers to invest in new pipeline capacity in the U.S. Gulf Coast. Chemical and manufacturing industries and data centers looking for reliable energy supply drive increased domestic consumption, while the booming LNG exports from the Texas and Louisiana coasts, and at least half a dozen new export plants expected to start up by the end of the decade, are prompting new-built or expanded links to feed gas to the LNG facilities. With a favorable in-state regulatory…
Australia may still stand as the world’s third-largest LNG exporter (behind Qatar and the United States) but the foundations of that success are faltering. The September 2025 start-up of the Barossa Project, designed to feed Darwin LNG, and ConocoPhillips’ November drilling success in the Otway Basin offer welcome headlines, but they do little to offset the deeper structural imbalance now shaping Australia’s national gas landscape. Most production remains concentrated in Western Australia and Queensland, far from the south-eastern…
