Sitemap - 2025 - Energy Outlook Advisors' Newsletter

Annual Review of Russian Gas Exports in 2025 & Outlook for 2026: Implication For LNG Gas Markets

Debunking the Oil Myth: Trump’s Venezuela Policy and the Quest for Strategic Dominance

US Commercial Crude Oil Inventories Remain Low. Cushing is Almost Empty, but Irrelevant

President Trump's Blockade Order Rocks Oil Markets: What's Next for Venezuela's Crude Exports?

“Surplus? What Surplus?” – US Inventories Still Razor-Thin Despite Weekly Builds

Who Is the Target? U.S. Forces Seize Guyana-Flagged VLCC “Skipper” Carrying Venezuelan Crude Bound for Cuba!

De-Russification Stalls: Moscow’s Share of EU Gas Imports Climbs Back to 13% as Soaring U.S. Gas Prices Now the #1 Risk to American LNG

Surplus Myth: Inventories Climbed Slightly – But Stay Low

Six oil and LNG Charts That You Need to See

There Is Nothing Bearish About US Oil Data

Oil in 2026: Narrative vs. Reality – Why the Market Is So Confused

Oil Inventories Flash Red: Crude, Gasoline, Distillates – All Critically Low

US Weekly Oil Data

Brazil Shatters Crude Export Records in October: A Short Note

Breaking News: IEA Says Oil Consumption Could Keep Growing to 2050

EU’s Gas Import Mix: US Remained the Largest Single Supplier

US Weekly Oil Data

OPEC+ V8's Output Pause Set to Lift Oil Sentiment— China's Response Holds the Key A Short Comment

US Crude Oil Production Reached a Record High in August, But What About Shale? A Short Note.

US Weekly Oil Data

India Defies U.S. Pressure as Russian Oil Keeps Flowing: The Geoeconomic Fault Line Deepens

Public. Oil Market Update: Space & CNBC Interview

US Weekly Oil Data

The Hype of Oil on Water

US Weekly Oil Data

US Weekly Oil Data

EU’s Gas Import Mix: US Becomes EU’s Largest Gas Supplier Amid Pipeline Disruptions

Oil Market Update: Debunking the Bearish Narrative

US Weekly Oil Data

Kurdistan/Iraq Oil Flows Again Toward Ceyhan: Big Hype, Limited Impact

US Weekly Oil Data

How large is the surplus in the oil Market in Q4?

US Weekly Oil Data

Unlocking Algeria’s Shale Gas Boom: A Game-Changer for Europe’s Energy Future

Power of Siberia-2: The Pipeline That Could Redraw Eurasia’s Energy Map

US Weekly Oil Data

EU's Gas Supply in August: Norway and US Dominate with 62% Market Share

Update: The Group of 8 Increased Production Ceiling by 137 kb/d In October

US Weekly Oil Data

Oil Market/OPEC+ Update: Sentiment & Narratives vs. Reality

Will the Group of 8 in OPEC+ Unwind the 1.6 mb/d Voluntary Cuts?

Anas Alhajji on CNBC: India In the Crosshairs: Rethinking global oil flows

US Weekly Oil Data

Russia - India Energy Ties in 2025: The Most Complete Picture You Can Use

US Weekly Oil Data

What Could Fuel the Next Oil Price Surge? A 30-minute Video/Presentation

US Weekly Oil Data

Canada’s LNG Boom: Unlocking Potential, Shaping Global Markets

US Weekly Oil Data

India’s Misunderstood Role in Global Oil Markets: Sanctions Changed Oil Trade Directions But Did Not Change Supply & Demand

EU's Gas Imports Mix: Russian Gas Soars 37% in July

Breaking News: OPEC+ V8 Increases Production Ceiling by 547 kb/d in September

US Weekly Oil Data, Global and China Oil Inventories

EU's $250 Billion US Energy Import Plan: Wishful Thinking?

The Media Misreported Two Oil Market Stories

US Weekly Oil Data

China’s Oil Inventories Are at All Time High + US Weekly Oil Data

OPEC: No Peak Oil Demand. Global Oil Demand to Grow by 19.2 mb/d to 123 mb/d by 2050

US Weekly Oil Data: US Distillate Inventories Are The Lowest Since April 2005

EU's Gas Import Mix: Record LNG Imports in First Half of 2025. Gas Prices Expected to Rise

Four-Fold Increase in OPEC+ V8 Production Ceiling in August. What is the Impact?

US Weekly Oil Data & Global Oil Inventories

The Strait of Hormuz and Global LNG: Electronic interference with ship navigation systems & media hype have emerged as a major threat to oil and LNG markets

US Weekly Oil Data

Short Comment on Shipping in Hormuz Strait

30-minute Video: Iran, Israel, and Why a U.S. Trade Deal with China Is Vital to Prevent an Oil Price Decline (30-minute video)

US Weekly Oil Data

Israel, Iran, and the Oil & Gas Markets

Breaking News: Israel attacks targets in Iran... Oil prices increased by about 7%

US Weekly Oil Data (and a comment on possible attack on targets in Iran/Iraq)

EU's Gas Import Mix: Imports of Piped Russian Gas Increased by About 10% in May As US LNG imports Declined

US Weekly Oil Data

Video: Oil, OPEC+, Renewables, and Energy Markets

Breaking News: OPEC+ V8 decided to increase production ceiling by 411 kbd in July.

US Weekly Oil Data & Global Oil Inventories

OPEC+, V8 Meetings & The Oil Market: A Short Note

Turkey As a Major Energy Hub: Will Turkey’s Gas Discoveries Be a Game Changer?

The Oil and LNG Markets: A Presentation and an Interview

"BRICS is a Paper Tiger... The Dollar and the Petrodollar Are Here to Stay."

US Weekly Oil Data

2025-2026 Oil Market Outlook: An Update

US Weekly Oil Data & OPEC’s Production

Does the Market Need OPEC/OPEC+?

President Trump’s Visit to Saudi Arabia, Qatar, & the UAE: Political & Economic Implications & Impact on Energy Markets

EU's Gas Import Mix: Will It Change Once the War in Ukraine Ends?

MacroVoices Podcast: Saudi Arabia & Allies in OPEC+, US Shale Production, Iran, and Trump Sanctions & Tariffs

US Weekly Oil Data (but what about global oil inventories?)

Oil Market Update: The Production Increase by the V8 is Less Bearish Than Analysts Suggest, As They Overlooked Seasonal Oil Demand in Oil-Producing Countries.

What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?

Trump’s Enforcement of Oil Sanctions on Iran: 2025 is NOT 2019

US Weekly Oil Data

Video: Oil Market Update: Trump, Canada, and OPEC+

US Weekly Oil Data (Impact of Kazakhstan's Comments)

April 20: A Historic Day in the Oil Industry

US Weekly Oil Data: Three Issues Stood Out This Week

Why Does Saudi Arabia Need Nuclear Energy?

US Weekly Oil Data (With a summary of oil outlook for 2025 and 2026 in light of recent developments)

Oil & LNG Markets Among Trump, OPEC+, & China: What's Next?

Oil Market Update: The V8 of OPEC+ Triple Production Increment in May

Trump’s Tariffs and Venezuela’s Oil Exports: The Impact and the Unintended Consequences

Brent above $75. Why?

US Weekly Oil Data

Implications of Trump's 25% Tariff on Steel & Aluminum Imports for New U.S. LNG Projects

US Weekly Oil Data

EU's Gas Import Mix: Higher Gas Prices in Summer?

The Impact of Ending OPEC+ V8 Voluntary Cuts

Trump Presidency, Retreat from Climate Goals, and Power Shortages Will Drive Global Growth in LNG Contracts

US Weekly Oil Data

Oil Market Update: What Global Oil Inventories Are Telling Us?

EU's Gas Import Mix: Gazprom Gas Shipments Hit a New Record Low, but Trump's Tariffs Might Increase Them Again

Russian Oil: Resilience, Innovation, and Strategic Adaptation

Trump’s Tariffs on China and China’s Retaliation: Impact on Oil and LNG Markets

Can the US Replace its Imports of Canadian Oil?

US Weekly Oil Data

2025 Oil Market Outlook: An Update

US Weekly Oil Data

US Oil & Gas Production Are at a Record High! Why is There a National Energy Emergency?

Video: Short Comment on President Trump's Declaration of National Energy Emergency

The Outlook for the EU’s Gas Market: More Pain to Come!

US Weekly Oil Data

A Review of the Global LNG Market in 2024 and 2025 Outlook

Brent Above $79/b + 2025 Oil Market Outlook

US Weekly Oil Data