UAE’s OPEC Exit: Repositioning for a Fundamentally Different Market
The UAE is leaving OPEC. Much of the conversation is about how this changes oil markets. I’d argue the causation runs the other way. The
May 3, 2026
The UAE is leaving OPEC. Much of the conversation is about how this changes oil markets. I’d argue the causation runs the other way. The
US Steel is investing aggressively in an evolving oilfield. And today I got to see one of the most impressive facilities right at the center
Week 1 framework from Oil & Gas Market Mastery: For every energy headline you read, ask one question: → Is this a supply story or
Amidst all the clamor for Shell to buy bp, Shell will spend $16 billion to buy ARC Resources instead. ARC Resources is a Canadian oil
SLB has already referenced “energy security” as much in their 2026 earnings results as they did in all of 2025. SLB reported their 2026 Q1
GE Vernova’s Electrification segment just booked more data center orders in one quarter than in all of 2025. From the company’s Q1 press release: “In
