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Week of June 17, 2025
This article explores the forecasted increase in global oil demand and its impact on oil supply, which has already risen by 330 kb/d in May to 105 mb/d. It delves into the potential price volatility and market adjustments necessary to meet the growing demand.
Analyzing Eric Nuttall's insights, this piece discusses the expected decline in U.S. shale production if WTI prices drop below $60, and how this could impact global oil supply and prices, particularly in the context of anticipated incremental supply by Q4/2025.
This article examines the current state of the U.S. natural gas market, highlighting healthy storage levels, strong production, and the beginning of supply tightening. It discusses the implications for gas demand, especially in power generation, and summer weather forecasts.
Focusing on the LNG Canada Project, this piece outlines its low-carbon footprint and strategic benefits, including the price differential between AECO and Henry Hub, and its proximity to Asian markets. It explores how this project positions Canada in the global energy landscape.
This article discusses the controversy surrounding Bill C-5 in Canada, which aims to centralize power for project approvals. It analyzes the implications for the energy sector, including the potential for faster project approvals and the internal divisions within the party.
Exploring the G7 initiative to secure critical minerals supply chains, this piece highlights the global shift towards sustainable and secure energy resources. It discusses the importance of these minerals for the energy transition and the broader geopolitical implications.
This article examines the escalating tensions between Iran and Israel and their potential effects on global energy supply routes and market stability. It analyzes the geopolitical risks and how they might influence energy commodity prices.
Discussing the trend of central banks buying gold, this piece explains how geopolitical concerns and economic instability are driving this diversification. It explores the broader implications for the US dollar and global economic stability.
This article summarizes the key points from the U.S. House Committee on Energy and Commerce’s hearing on meeting growing energy demand. It focuses on the consensus for adding new generation, the debate over renewables vs. dispatchable generation, and the importance of competitiveness with China.
Analyzing the impact of summer weather forecasts on natural gas demand, this piece discusses how heat waves could influence gas prices and supply dynamics. It explores the broader implications for power generation and energy market stability.