Global liquefied natural gas supply is expanding faster than the fleet...
Global liquefied natural gas supply is expanding faster than the fleet of vessels needed to transport it. International Maritime Organization data show 234 newbuilds scheduled for delivery from 2026 to 2030, a total that falls short of the 229 million tons per year of new export capacity expected by 2030. Faster scrapping of older ships and new LNG project investment decisions could further tighten shipping capacity.
The Trump administration's energy dominance push is delivering uneven...
The Trump administration's energy dominance push is delivering uneven outcomes so far: US crude oil and natural gas production is reaching record levels, gasoline prices are down to four-year lows, coal use is rising and electricity prices have skyrocketed. Most analysts attribute the oil and gas production growth to market forces and industry efficiency rather than government intervention. Still, deregulation, expanded access to federal land and waters, and faster energy project approvals are improving investment conditions across the sector.
Rystad CEO expects energy abundance, dealmaking in 2026
2026 will bring ample energy supplies, potential downstream bottlenecks...
2026 will bring ample energy supplies, potential downstream bottlenecks and subdued primary energy prices, creating opportunities for dealmaking and greenfield investments, Rystad Energy CEO Jarand Rystad predicted. He also expects volatility in power markets, steady gains in electrification and a more visible coexistence of fossil fuels and renewables. Despite incremental progress at COP30, weaker national pledges and slow implementation leave global warming on course to overshoot the 1.5°C target, Rystad noted.
Good morning and Merry Christmas Eve. The courthouses...
Good morning and Merry Christmas Eve. The courthouses are closing, and all of the landmen are home for Christmas and New Year's. No more lease negotiations until next year. Enjoy the holiday and Merry Christmas from all of us, here at Oklahoma Minerals.
Markets: Stocks kept the momentum going into the Christmas break, notching another record for the S&P 500 yesterday after the US reported surprisingly strong GDP growth (more on that below). Meanwhile, Novo Nordisk surged after the FDA approved its new weight-loss pill. The market will close early today and will remain closed tomorrow, before reopening on Friday.
Local opposition stalls $98B in data center projects
Local opposition to data centers in the US has intensified, with communities...
Local opposition to data centers in the US has intensified, with communities across the political spectrum uniting to block or delay projects due to concerns over rising electricity bills and pollution. Data Center Watch reports that $98 billion in proposed investments were affected in Q2 alone. Major tech companies like Google and Meta have faced significant pushback.
