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EIA's latest build takes gas storage to 3,801 Bcf and widens the seasonal cushion, weakening the scarcity case for winter producer earnings.
Nov 5, 2026 · 2 min read
Iran-deal hopes sent Brent prices lower despite US inventory draws, putting oil-producer cash-flow assumptions back under pressure.
Nov 4, 2026 · 3 min read
EIA's November 4 report shows a broader fuel draw as refinery inputs rise. Distillate inventories leave refiners and miners with different risks.
Nov 4, 2026 · 3 min read
Brent falls to around US$110 as traders weigh Iran talks. We test what cheaper crude could change for producers' cash flow and miners' fuel bills.
Nov 2, 2026 · 3 min read
EIA reports an 80 Bcf build and a slightly wider seasonal surplus. South Central's remaining deficit keeps winter price risk in view.
Oct 29, 2026 · 2 min read
EIA reports a crude draw alongside recovering output, a gasoline build and a distillate decline, giving producers and refiners different signals.
Oct 28, 2026 · 3 min read