Intelligence Portfolio
The upcoming June 2026 auction in the Arctic National Wildlife Refuge is the oil industry's biggest 'stress test' yet, balancing massive reserves against legal and financial volatility.
Christian Rosenblum
California’s natural gas market is experiencing a historic shift as spot prices plummet to record lows. While wholesale costs are down, infrastructure expenses keep consumer bills high.
The 'shoulder season' is over. With the Strait of Hormuz restricted and record heat hitting Asia, the global LNG market is bracing for a 50% price surge.
Renewed military strikes in Bandar Abbas have sent oil markets into a tailspin, erasing recent gains from diplomatic rumors and pushing Brent crude back toward triple digits.
Join 5,000+ institutional investors receiving our proprietary energy market analysis.