Markets

Venezuela Oil Exports Fall 9% as Freight Costs Pressure Cargoes

September exports slipped to 1.08 million bpd as higher freight costs and delays weighed on shipments, even as U.S. purchases increased.

Oct 01, 2026 • 5 min read

Markets

China’s October Fuel Export Pause Tightens Global Diesel Supply

China’s export halt removes a source of diesel, gasoline and jet fuel as low domestic inventories and supply disruptions squeeze global markets.

Oct 01, 2026 • 5 min read

Banking

UK Diesel Supply at Risk as US Weighs Export Curbs Amid Shortage

The UK relies on US diesel for about a third of its imports, leaving supply exposed as Washington weighs export limits and prices approach record leve...

Oct 01, 2026 • 5 min read

Markets

Middle East Crude Exports Rebound as Diesel Supply Shortages Persist

Middle East crude exports reached 98% of prewar levels in September, but refinery outages and shipping risks continue to constrain diesel supplies.

Oct 01, 2026 • 5 min read

Markets

Amazon’s 690 MW Nuclear Power Deal Supports Constellation’s $3 Billion Upgrade Plan

A 20-year Amazon power agreement gives Constellation revenue certainty and supports more than $3 billion in planned Calvert Cliffs upgrades.

Oct 01, 2026 • 5 min read

Banking

BLM Sets December Sale of 35,000 California Acres for Oil and Gas Leasing

A December auction will offer 43 California parcels, but any resulting production remains years away as the state relies heavily on imported crude.

Oct 01, 2026 • 5 min read

Investing

Canada Fast-Tracks Proposed 1 Million-Bpd Pacific Oil Pipeline

Canada is advancing a Pacific pipeline to widen access to Asian crude buyers as more than 90% of its oil exports still go to the U.S.

Oct 01, 2026 • 5 min read

Stocks

Commonwealth Fusion Systems’ HTS Deal Advances Compact Tokamak Development

CFS has secured a major supply deal for high-temperature superconducting tape, a key material for building compact fusion magnets.

Oct 01, 2026 • 5 min read

Economy

UK North Sea Policy Faces a Test as Burnham Promises Pragmatism

Burnham’s pledge has lifted industry expectations, but decisions on two major fields and the terms for future projects will show whether policy change...

Oct 01, 2026 • 5 min read

Markets

AI Could Reshape Fuel Trading as Firms Weigh Opportunity Against Crowded Trades

AI tools could widen access to fuel trading, but shared signals may crowd tight markets. Established firms have an edge in data, capital and execution...

Sep 28, 2026 • 5 min read

Markets

Europe’s Gas Price Forecasts Understate the Risk of Long-Term Energy Costs

Europe’s gas forecasts remain highly uncertain. Planning across a wide range of prices can reduce exposure to fuel shocks and costly assumptions.

Sep 28, 2026 • 5 min read

Economy

Record UK Diesel Prices and Rising Gilt Yields Put Pressure on Markets

UK diesel hit 199.18p a litre as Brent topped $96 and gilt yields climbed, adding to uncertainty ahead of October’s Budget.

Sep 28, 2026 • 5 min read

Investing

Putin Restricts Public Data on Russian Refining, Oil Exports and Tanker Routes

Russia has restricted public access to refinery, contract and shipping data as its refining output falls and sanctions scrutiny continues.

Sep 28, 2026 • 5 min read

Investing

SpaceX Starship Reaches Orbit and Deploys 26 Starlink Satellites

Starship reached orbit on its 14th test flight and deployed 26 Starlink V3 satellites, while an engine failure and power constraints underscore execut...

Sep 28, 2026 • 5 min read

Investing

High Shipping Costs Redirect U.S. LNG Cargoes to Europe as Storage Lags

High freight costs are steering U.S. spot LNG toward Europe, where storage remains below average ahead of winter.

Sep 28, 2026 • 5 min read

Banking

QatarEnergy Extends LNG Delivery Disruptions Through November

QatarEnergy extended force majeure for LNG buyers as Hormuz traffic remains constrained; exports have plunged and sales losses reached $24 billion.

Sep 28, 2026 • 5 min read

Markets

Indonesia Coal Exports Fall 23% as Production and Shipping Constraints Tighten

Indonesia’s August coal exports hit a five-year low as quotas, policy uncertainty and low river levels limit shipments despite rising global demand.

Sep 28, 2026 • 5 min read

Banking

Record U.S. Heat Meets Ample Natural Gas Supply, Keeping Henry Hub Prices Lower

Henry Hub averaged $2.93 per MMBtu over the summer as rising production, storage and renewable generation offset stronger cooling demand.

Sep 25, 2026 • 5 min read

Investing

Venezuela Oil Output Could Reach 1.8 Million Bpd by 2030, Rystad Estimates

Rystad sees output reaching 1.8 million bpd by 2030, provided operators can secure capital and rebuild drilling and oilfield services capacity.

Sep 25, 2026 • 5 min read

Markets

U.S. Oil and Gas Rig Count Rises by 50 From a Year Earlier

U.S. rigs climbed to 599, while crude output slipped for a second week and completion crews increased.

Sep 25, 2026 • 5 min read