A weekly update on the latest “no-fluff” insight and analysis of the energy industry.
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...
Why the Western Canadian Select discount widens despite $100 oil: freight spikes, refinery outages and Gulf Coast gluts explained.
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...
Compare drilling and completion cost per well by peer group from 2020–2026 to see who pays the most and why.
Consolidation is tightening mineral deal flow. Discover where real acquisition opportunities live and why access to hidden inventory matters more than capital.
CEG and GOOGL deal drives nuclear uprates in PJM, unlocking 890 MW and $4.3B investment.
Haynesville shale gas inventory: weighing Gulf Coast access versus inventory quality and breakeven for drilling decisions.
Project Jupiter Oracle force majeure signals material schedule risk for Bloom Energy's 2.4 GW fuel-cell deliveries tied to the Stargate campus.
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...
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