A weekly update on the latest “no-fluff” insight and analysis of the energy industry.
Read Part 2: Guyana Oil and the Venezuela-Essequibo Dispute The ICJ Will Rule. Governments Will Change. Why Essequibo Still Matters. Oil companies are accustomed to thinking in decades. Governments rarely operate on the same timetable. The Essequibo dispute demonstrates what...
Read Part 1: Venezuela-Guyana Essequibo Dispute: A Brief History When Oil Changed the Stakes: Liza-1, Stabroek and the Essequibo Oil did not create the Essequibo dispute. The disagreement over the territory had already survived empires, independence, arbitration, treaties and generations...
Essequibo: The Ghost Map That Still Shapes Venezuela For generations of Venezuelans, the country’s eastern border has contained something unusual: a piece of the national map that is there and not there at the same time. Imagine a schoolroom in...
Canada’s energy future hinges on market access and optionality. LNG Canada Phase 2 has secured a final investment decision, while provincial premiers align on oil pipeline ambitions, underscoring Canada’s push to become a global energy superpower. In this segment from...
Iranian strikes and a Houthi chokepoint seizure have pulled 10-12M barrels a day offline. See why screen prices lag the real crisis in physical markets.
How the Venezuela oil deal impact on Canada oil sands changes Gulf Coast competition and pipeline math.
Why diesel crack spread hits $100: refining outages, not crude, driving record diesel prices and pump pain.
Alberta oil sands producers waiting for $100 oil while weighing CCUS costs, pipeline choices and market volatility.
Alberta West Coast oil pipeline: analysis of routes, costs, Pathways carbon capture link and trade impacts shaping Canada’s crude future.
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