Bessent Says USA to ‘Retake’ Hormuz Control
Treasury Secretary Scott Bessent indicated optimism about a reopening of the Strait of Hormuz for passage of cargo ships.
Energy M&A
Energy mergers, acquisitions, divestitures, and asset transactions impacting the oil and gas industry.
North America Drops 33 Rigs Week on Week
North America dropped 33 rigs week on week, according to Baker Hughes’ latest North America rotary rig count.
B27 Intelligence, Energy M&A, Operator Watch, Permian Deal Monitor
Natural gas liquids exports reached record highs in 2025
Natural gas liquids (NGL) exports reached 3.1 million barrels per day (b/d) in 2025, growing 7% from the previous year.
Trump threatens Iran oil sites, Kharg Island if Hormuz not reopened
President Trump threatened to target Iran’s oil infrastructure, power plants and Kharg Island export hub if a deal to reopen
TotalEnergies completes UK North Sea merger, creating largest independent producer
TotalEnergies has completed the merger of its UK North Sea upstream assets with NEO NEXT, forming NEO NEXT+—now the largest
Execs Predict Where NatGas Price Will Land in Future
Executives from oil and gas firms have revealed where they expect the Henry Hub natural gas price to be at
EDF to Supply Nuclear Power to TotalEnergies Downstream Sites in France
EDF bagged a 12-year deal to deliver nuclear electricity to TotalEnergies’s refining and chemical sites in France.
JPM Warns of Vulnerability That Could Add $20 to Oil Price
‘The conflict is no longer concentrated in the Persian Gulf and around the Strait of Hormuz’, J.P. Morgan analysts warned.
ADNOC, OMV Unveil Executive Leadership for Polyolefins JV
OMV and ADNOC named NOVA Chemicals resident and chief executive Roger Kearns as CEO of Borouge Group International, set for
PetroChina Posts Lower Annual Profit
The decrease was due to lower refined oil products output and overseas gas production, as well as declines in realized
Trump Claims Iran Yielded to US War Demands
The U.S. president said Iran ‘gave’ the U.S. most of the 15 demands it issued to Tehran to end the
Trump walks back Cuba oil blockade, says he has ‘no problem’ with Russian tanker delivering fuel
His comments come as a Russian-flagged oil tanker, the sanctioned Anatoly Kolodkin, makes its way to the fuel-starved Caribbean country.
India flags slower growth, wider deficit as Iran war raises the stakes for New Delhi
India warns growth may slow as the Iran conflict pushes up energy costs, widens deficits, and strains supply chains.
Devon Energy’s Gaspar sees good things ahead, stemming from his first year and the imminent merger with Coterra Energy
At CERAWeek, Devon Energy CEO Clay Gaspar reflected on his first year leading the company, outlining a three-pillar strategy, the
Oil surges 3% as Iran war escalates with Yemen’s Houthis entering the Mideast conflict
Oil prices climbed on Monday after Yemen’s Houthis said they had fired missiles at Israel, opening a new front in
CERAWeek 2026: AI and gas in the long term
Natural gas was central last week to many of the ongoing discussions at CERAWeek 2026, hosted by S&P Global in
Woodside Sees Delay in Start of Cleaner Ammonia Production at Texas Project
The expected delay is ‘due to construction issues at the third-party feedstock supply facility’.
Greek Shipowner Sends Another Tanker Out Through Hormuz
A Greek shipowner sent another oil tanker outbound through the Strait of Hormuz.
Analysis: A new oil shock is building. The next few weeks of war will be decisive for the economy.
Energy markets are starting to reflect the growing risk of physical supply disruptions.
CERAWeek 2026: A.I. and gas in the long term
Natural gas was central last week to many of the ongoing discussions at CERAWeek 2026, hosted by S&P Global in