All Reports
Showing 45 articles
At 0752 GMT on July 31, Brent crude eased to about $88 a barrel and WTI to about $82, but the market still headed for roughly a 20% monthly gain. Fox Energy reviews the latest EIA inventory data and OPEC demand outlook for U.S. investors and mineral owners.
Jason Gilbert
Founder & CEO, Fox Energy Partners
Shell said refinery utilization reached 102% in Q2 while integrated-gas production fell to 631,000 boe/d amid disruptions affecting Qatari volumes.
Christian Rosenblum
Managing Author
ConocoPhillips said July 17 it agreed to acquire a 42% interest in bp's Kirkuk venture in Iraq, with the companies citing more than 3 billion boe of initial gross recoverable resource in the contract area.
Christian Rosenblum
Managing Author
As of Saturday, July 18, 2026, the cleanest verified oil benchmarks are Friday's settlements: Brent at $88.10 and WTI at $82.49, with traders focused on Hormuz and Red Sea shipping risk.
Jason Gilbert
Founder & CEO, Fox Energy Partners
The latest EIA petroleum report showed a 1.7 million-barrel crude draw, 96.2% refinery utilization and stronger exports, even as distillate inventories rose.
Christian Rosenblum
Managing Author
Brent and WTI stayed close to Wednesday's highs early Thursday as traders kept a geopolitical risk premium in crude despite mixed U.S. inventory data.
Jason Gilbert
Founder & CEO, Fox Energy Partners
Ukraine says its drones struck 20 Russian vessels in the Black Sea, escalating risk for oil shipping while the scale of damage remains unverified.
Christian Rosenblum
Managing Author
Brent settled at $84.95 after briefly topping $86 as renewed fighting kept Strait of Hormuz supply risks elevated.
Jason Gilbert
Founder & CEO, Fox Energy Partners
Vedanta Oil and Gas is targeting 500,000 boepd with a $5 billion investment, but reversing mature-field declines will determine whether the plan succeeds.
Christian Rosenblum
Managing Editor
Oil reached a one-month high as renewed conflict raised Strait of Hormuz supply risks. This sourced analysis examines shipping exposure, insurance pressure, U.S. shale hedges, and the implications for mineral and royalty owners.
Jason Gilbert
Founder & CEO
A renewed military standoff between the U.S. and Iran at the Strait of Hormuz has sparked volatility in energy markets. Here is what investors need to know about today's price spikes and the shifting economic landscape.
Jason Gilbert
Founder & CEO, Fox Energy Partners
Inventory levels in the U.S. Strategic Petroleum Reserve have dropped to 319 million barrels. We examine the security risks and investment implications of a 56 percent empty stockpile.
Christian Rosenblum
Managing Editor
Santos and Repsol have officially reached continuous production at the Pikka project, signaling a massive turnaround for Alaska's oil production and a win for energy investors.
Jason Gilbert
Founder & CEO, Fox Energy Partners
Venture Global has secured a new 0.82 MTPA supply contract with Germany's EnBW, marking a significant shift toward 'mid-term' agreements in the LNG space.
Christian Rosenblum
Managing Editor
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
Managing Editor
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.
Jason Gilbert
Founder & CEO, Fox Energy Partners
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.
Jason Gilbert
Founder & CEO, Fox Energy Partners
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.
Jason Gilbert
Founder & CEO, Fox Energy Partners
BP's board has ousted Chairman Albert Manifold after just eight months, citing 'unacceptable' conduct. This latest leadership collapse raises serious questions about the supermajor's stability and its strategic pivot back to fossil fuels.
Christian Rosenblum
Managing Editor
Global oil markets are experiencing a sharp downward correction today as traders react to rumors of a U.S.-Iran peace deal and the fallout of the UAE's exit from OPEC+.
Jason Gilbert
Founder & CEO, Fox Energy Partners
Noble Corporation (NE) has added Halliburton CEO Jeff Miller to its board of directors, a strategic move that bridges the gap between offshore drilling and integrated oilfield services.
Christian Rosenblum
Managing Editor
Qatar is utilizing 'dark' transits and Iranian-approved routes to deliver critical LNG to China and Pakistan, even as the Strait of Hormuz remains largely blocked to the West.
Christian Rosenblum
Managing Editor
When Middle East peace talks drive down crude prices, why does the pump stay expensive? Understand the 'Rockets and Feathers' effect and how it impacts the energy market.
Jason Gilbert
Founder & CEO, Fox Energy Partners
The owner of the NYSE is taking Brent and WTI benchmarks to the blockchain. Through a strategic partnership with OKX, ICE is launching oil-linked perpetual futures to compete with decentralized rivals.
Christian Rosenblum
Managing Editor
Brent crude has finally dipped below the $100 mark as news of a potential U.S.-Iran peace deal hits the wires. But with 100 million barrels stranded and OPEC fracturing, is this a buying opportunity or a structural shift?
Jason Gilbert
Founder & CEO, Fox Energy Partners
The 2026 Iran War has created a stark divide in the energy world. While consumers suffer, Russia, Saudi Arabia, and a newly independent UAE are reaping billions in 'unearned' profits.
Christian Rosenblum
Managing Editor
Crude oil prices have extended their decline for a third day as traders weigh 'encouraging signs' of a US-Iran ceasefire against the reality of a paralyzed Strait of Hormuz.
Jason Gilbert
Founder & CEO, Fox Energy Partners
With the Strait of Hormuz stalled and U.S. gasoline inventories falling for 14 straight weeks, a major price spike is looming just before the holiday travel season.
Jason Gilbert
Founder & CEO, Fox Energy Partners
Diplomatic efforts to resolve the 2026 Iran War have stalled as Washington and Tehran remain at a 'dead-end' over uranium transfer and reparations.
Christian Rosenblum
Managing Editor
Saudi Aramco has defied the Hormuz blockade, posting a $33.6 billion profit for Q1 2026 by leveraging its massive East-West Pipeline infrastructure.
Christian Rosenblum
Managing Editor
The 'peace trade' is dead. As President Trump rejects Iran's latest proposal and the Strait of Hormuz remains blocked, oil prices are heading back toward $115/bbl.
Christian Rosenblum
Managing Editor
The Strait of Hormuz has entered a state of electronic chaos. With ships appearing inland and 'Project Freedom' deploying 15,000 personnel, oil has surged to $114/bbl.
Christian Rosenblum
Managing Editor
Crude oil prices have surged to $105/b following the rejection of a peace proposal by Washington and escalating clashes in the Gulf. Here is what investors need to know about the current supply shock.
Christian Rosenblum
Managing Editor
Texas oil production is hitting new heights while the Port of Corpus Christi breaks export records, positioning the state as a vital stabilizer in a volatile global market.
Christian Rosenblum
Managing Editor
The United States reached 107 quads of total energy production in 2025, driven by record-breaking shale efficiency and a massive surge in electricity demand from AI data centers.
Christian Rosenblum
Managing Editor
ECB President Christine Lagarde has issued a stark warning: Europe's 60% energy import dependency is no longer just a trade issue—it's a direct threat to the Euro's stability.
Christian Rosenblum
Managing Editor
The North American rig count has dipped again as seasonal shifts in Canada and strict capital discipline in the U.S. redefine the drilling landscape.
Christian Rosenblum
Managing Editor
The Trump administration has paused naval escorts in the Strait of Hormuz, betting on a 14-point Pakistani peace proposal to end the 2026 Iran War and stabilize oil prices.
Christian Rosenblum
Managing Editor
Brent crude plummeted toward $100 per barrel as the U.S. issued a 48-hour peace ultimatum to Iran, pausing naval escalations in the Strait of Hormuz.
Christian Rosenblum
Managing Editor
OPEC+ is attempting to signal 'business as usual' with a modest production hike, but the UAE’s departure and the Hormuz blockade tell a different story.
Christian Rosenblum
Managing Editor
The global energy market is in turmoil as attacks on the UAE's Fujairah hub and an IRGC blockade of the Strait of Hormuz send Brent crude past $115. Is this the 1973 embargo all over again?
Christian Rosenblum
Managing Editor
The 'shipping freeze' in the Strait of Hormuz has entered a critical new phase as of May 5, 2026. Following months of stalemate, the situation has escalated into a direct military and economic confrontation between the U.S. and Iran.
Christian Rosenblum
Managing Editor
The Persian Gulf ceasefire has collapsed, sending Brent crude to $115. As Iran targets the UAE's Fujairah hub, the U.S. Navy begins 'Project Freedom' escorts in the most significant supply disruption in decades.
Christian Rosenblum
Managing Editor
The Strait of Hormuz has entered a state of total shipping paralysis. As the U.S. launches 'Project Freedom' and Iran demands illegal tolls, the energy market is bracing for $120 Brent crude.
Christian Rosenblum
Managing Editor
Global oil benchmarks are soaring after coordinated attacks on the Fujairah Oil Industry Zone and a blockade of the Strait of Hormuz. With the U.S. launching 'Project Freedom' and the UAE exiting OPEC, the energy market is entering its most volatile period in decades.
Christian Rosenblum
Managing Editor