Iran Warns Gulf of Fierce Retaliation
Iran warned Gulf countries that a number of energy assets are now ‘legitimate targets’.
Energy M&A
Energy mergers, acquisitions, divestitures, and asset transactions impacting the oil and gas industry.
Trump Seeks De-Escalation of Attacks on Energy Assets
President Donald Trump pressed for a de-escalation of attacks on Middle East energy assets.
B27 Intelligence, Energy M&A, Operator Watch, Permian Deal Monitor
U.S. natural gas consumption set a monthly and yearly record in 2025
U.S. natural gas consumption averaged a record 92.0 billion cubic feet per day (Bcf/d) in 2025 and set a new
B27 Intelligence, Energy M&A, Operator Watch, Permian Deal Monitor
U.S. exports of LNG to the Caribbean near record highs in 2025
The United States exported approximately 0.3 billion cubic feet per day (Bcf/d) of liquefied natural gas (LNG) to destinations in
Iran conflict looms large over Takaichi’s upcoming summit with Trump, experts say
The topic of Iran is likely to dominate Thursday’s meeting, instead of investments or the U.S.’ role in Asia, experts
Oil prices top $103 as U.S. allies reluctant to escort tankers in Strait of Hormuz
Oil prices pared gains on Tuesday as uncertainty lingered over a U.S.-led coalition to protect shipping through the Strait of
Iran targets UAE energy infrastructure as gas field set ablaze, tanker struck near Strait of Hormuz
Oil prices advanced on Tuesday as energy market participants monitored Middle East supply disruptions.
B27 Intelligence, Energy M&A, Operator Watch, Permian Deal Monitor
EIA refines estimates for Permian tight oil and shale gas production
We added the Avalon, Barnett, Dean, and Woodford plays within the Permian Basin to our estimates by formation for Permian
Trump’s warning over Kharg Island raises the stakes for Iran’s oil exports
Trump’s decision to order strikes on Kharg Island has pushed one of the world’s most critical oil hubs into the
B27 Intelligence, Energy M&A, Operator Watch, Permian Deal Monitor
The cost of transporting coal to the U.S. electric power sector fell again in 2024
We released new data on the electric power sector’s coal transportation costs. The release incorporates final data for 2024 from
Oil’s war-driven volatility pulls in record retail money, fueling ‘meme-style’ trading
Net retail buying of oil ETFs hit a record $211 million on March 12, surpassing the previous peak seen during
‘We will remember’: Trump warns countries to help secure Strait of Hormuz as shipping stalls
Trump’s comments come after he called on several countries to send warships so as to secure the critical waterway
UAE’s Fujairah oil trading hub targeted by a drone attack, causing large fire
It comes after a separate drone strike at Fujairah on Saturday, underlining the vulnerability of the UAE’s only export route
Ships stranded at Hormuz, energy crunch at home: How India’s U.S.-Israel tilt is testing ties with Iran
India’s U.S.-Israel tilt is costing it leverage with Iran just as its ships struggle to get safe passage through the
B27 Intelligence, Energy M&A, Operator Watch, Permian Deal Monitor
U.S. natural gas production reached a new record in 2025
U.S. marketed natural gas production reached a new record in 2025, growing by 5.3 billion cubic feet per day (Bcf/d)
B27 Intelligence, Energy M&A, Operator Watch, Permian Deal Monitor
Fossil generation could rise with faster-than-expected growth in data center power demand
Electricity demand has been rising steadily since 2020 after more than a decade of little change. Between 2020 and 2025,
B27 Intelligence, Energy M&A, Operator Watch, Permian Deal Monitor
Annual U.S. crude oil exports decrease for first time since 2021
Annual U.S. crude oil exports in 2025 decreased 3% from 2024, the first annual decrease since 2021. Exports decreased to
B27 Intelligence, Energy M&A, Operator Watch, Permian Deal Monitor
U.S. exports of major transportation fuels in 2025 were about the same as in 2024
In 2025, exports of major petroleum-based transportation fuels, including distillate fuel oil, motor gasoline, and jet fuel, averaged 2.4 million
B27 Intelligence, Energy M&A, Operator Watch, Permian Deal Monitor
U.S. electricity generation in 2025 hit a record, again
U.S. electricity net generation reached a record in 2025 based on data from our Electricity Data Browser. In 2025, the
B27 Intelligence, Energy M&A, Operator Watch, Permian Deal Monitor
U.S. LNG developers sign highest volume of sale and purchase contracts since 2022
U.S. developers signed sale and purchase agreements (SPA) for 40 million tons per annum of liquefied natural gas (LNG) in