Episodi

  • You Go Your Way, I’ll Go Mine – Why Accounting Methods Matter. (No, Seriously, You Gotta Read This)

    You Go Your Way, I’ll Go Mine – Why Accounting Methods Matter. (No, Seriously, You Gotta Read This)
    Feb 26 2026
    For E&Ps, differences in financial performance often stem from accounting methodology, specifically from whether a company uses the Full Cost (FC) or Successful Efforts (SE) method to account for its oil and gas properties. Today, we examine why this seemingly mundane topic really matters.
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    16 min
  • Turn Me Loose – How Canada Became the World’s #4 Oil Producer

    Turn Me Loose – How Canada Became the World’s #4 Oil Producer
    Feb 25 2026
    Canadian crude oil production has reached highs and is expected to continue growing. But, in an area where steep price discounts have been a frequent problem, and in a world that is seemingly awash in crude, what does that mean for Canadian producers, and how will all this supply get to market?
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    13 min
  • Save Room – As LNG Exports and Haynesville Production Rise, Natgas Storage Takes Center Stage

    Save Room – As LNG Exports and Haynesville Production Rise, Natgas Storage Takes Center Stage
    Feb 24 2026
    New LNG export capacity near the Texas/Louisiana border, rising natural gas production in the Haynesville (and the West Haynesville), and new pipelines transporting that gas south to the Gulf Coast have spurred a lot of interest in gas storage — and storage developers are responding.
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    15 min
  • Key to the Highway – Pipeline Buildout Set to Unlock Permian Natural Gas Production Growth Later in 2026

    Key to the Highway – Pipeline Buildout Set to Unlock Permian Natural Gas Production Growth Later in 2026
    Feb 20 2026
    This year will be a tale of two halves for the Permian. Natural gas production and pricing figure to remain fairly stable until the back half of this year, when more than 5 Bcf/d of new pipeline capacity comes online, giving the basin room to grow for the first time in a long time.
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    12 min
  • Into the Great Wide Open — Rising Northeast Texas Gas Supply and the Race to the Gulf Coast

    Into the Great Wide Open — Rising Northeast Texas Gas Supply and the Race to the Gulf Coast
    Feb 19 2026
    Northeast Texas is increasingly a key conduit for natural gas supply pushing toward rising Gulf Coast LNG demand. The region’s supply is poised to surge over the next decade, driven by new inflows from the Permian and rising local production, including from the emerging Western Haynesville play.
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    14 min
  • Round and Round – From Basic Repairs to Long-Term Investment, Many Steps Needed to Revitalize Venezuela’s Oil Industry

    Round and Round – From Basic Repairs to Long-Term Investment, Many Steps Needed to Revitalize Venezuela’s Oil Industry
    Feb 18 2026
    One of the biggest questions surrounding Venezuela centers on its now-moribund oil sector, which has suffered from decades of neglect. It’s widely understood that a recovery will take time, but there are some concrete steps that could boost production in the short, medium and long term.
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    16 min
  • Bright Side of the Road – Refiners Could Benefit from Dramatic Shifts Across U.S. Markets

    Bright Side of the Road – Refiners Could Benefit from Dramatic Shifts Across U.S. Markets
    Feb 17 2026
    The U.S. is on the brink of a major transformation in refined products. New pipelines into the Desert Southwest and connecting out to California, along with refinery shutdowns along the West Coast, are poised to usher U.S. refiners into a new era shaped by consolidation, efficiency and market power.
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    15 min
  • Why Can’t We Be Friends? – Proposed Refinery-Tax Law Pits Utah Against Its Neighbors

    Why Can’t We Be Friends? – Proposed Refinery-Tax Law Pits Utah Against Its Neighbors
    Feb 13 2026
    Utah legislators seeking to lower the state’s at-the-pump tax on gasoline and diesel have proposed a tax of up to 24 cents on every gallon of motor fuel produced at Utah’s five refineries. That has raised the ire of refiners and out-of-state consumers of Utah-sourced fuels, who cite several reasons why the move would be a mistake.
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    11 min