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Houston..we have a problem....

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sts7049
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1:11a, 4/30/26
AG
gasoline stocks down big. that 5$/gallon average won't be long now
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Kansas Kid
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In reply to sts7049 • 5:34a, 4/30/26
sts7049 said:
gasoline stocks down big. that 5$/gallon average won't be long now

CA just topped $6/gal. Diesel is over $7/gal there as well.
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JP_Losman
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10:13a, 5/3/26
AG
WTI heading to $200 soon?
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Dr. Doctor
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10:23a, 5/4/26
AG
I'm surprised PADD3 refinery utilization isn't higher. I went looking at data and I figured we'd be trying to process more and ship it out wherever, but looks to be 'normal'.

Are we short on actual crude for refineries in PADD3?

~egon
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Fredd
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In reply to JP_Losman • 12:24p, 5/6/26
AG
JP_Losman said:
WTI heading to $200 soon?


So…
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Gaeilge
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2:12p, 5/6/26
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JP_Losman
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In reply to Fredd • 1:57p, 5/13/26
AG
It's on the way. Just wait until we see the draws over the next couple months
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Gordo14
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In reply to JP_Losman • 6:48p, 5/15/26
JP_Losman said:
It's on the way. Just wait until we see the draws over the next couple months


The scarier time will be when we stop seeing draws.
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sts7049
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1:12a, 5/19/26
AG
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CheladaAg
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12:06a, 5/22/26
AG
Reading the tea leaves everywhere that we are going to witness a historic run up on oil prices if we don't have a deal with Iran done in the coming days. We may be already too late with some of the supply/demand estimates I'm reading. Somehow China is only importing a fraction of crude since the start of the war keeping prices artificially capped.
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Furlock Bones
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In reply to CheladaAg • 9:07a, 5/22/26
AG
CheladaAg said:
Reading the tea leaves everywhere that we are going to witness a historic run up on oil prices if we don't have a deal with Iran done in the coming days. We may be already too late with some of the supply/demand estimates I'm reading. Somehow China is only importing a fraction of crude since the start of the war keeping prices artificially capped.

this is 100% a political play by China. what their endgame is remains to be seen.
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DripAG08
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9:21a, 5/22/26
AG
The jawboning come out of headlines is getting completely ridiculous now.
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Furlock Bones
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In reply to DripAG08 • 9:28a, 5/22/26
AG
the fact that the market is making double digit flat price moves on unnamed Pakistani general tweets is so absurd that no one would believe you if you went back in time3 months and gave traders the playbook.
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Boat Shoes
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In reply to Furlock Bones • 9:51a, 5/22/26
AG
Furlock Bones said:
the fact that the market is making double digit flat price moves on unnamed Pakistani general tweets is so absurd that no one would believe you if you went back in time3 months and gave traders the playbook.


The playbook will keep working until you or I decide to join in. That'll be the first time it goes the other direction and hard data starts to matter.
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Kool
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In reply to CheladaAg • 10:31a, 5/22/26
AG
CheladaAg said:
Reading the tea leaves everywhere that we are going to witness a historic run up on oil prices if we don't have a deal with Iran done in the coming days. We may be already too late with some of the supply/demand estimates I'm reading. Somehow China is only importing a fraction of crude since the start of the war keeping prices artificially capped.

How has this not already happened? Countries in Asia and Europe have to be dipping into their reserves pretty significantly. Additionally, how can some of these wells in the Middle East that haven't been producing for weeks and weeks instantly come back on line once the Strait is opened again (whenever that is). Would love to get the opinion of a Petroleum Engineer or other person wise in the ways of management of shut-in wells.
No material on this site is intended to be a substitute for professional medical advice, diagnosis or treatment. See full Medical Disclaimer.
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jagvocate
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4:37p, 5/22/26
AG
It's all fun and games until tank bottoms.

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Gordo14
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11:24a, 5/23/26
I think a lot of people underestimate the backwardation of the market and how it's driving current market behavior. We still have enough in inventory to make up the difference for refining…. For now.
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Owen Kellogg
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12:06p, 5/26/26
AG
https://www.wsj.com/business/energy-oil/bps-chairman-albert-manifold-unanimously-removed-by-board-3fca4857?mod=hp_lead_pos2


BP's chairmen is out due to 'governance issues'. LOL, they just can't stay out of trouble! Any rumor's on what he did?
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Rustys-Beef-o-Reeno
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In reply to Owen Kellogg • 2:19p, 5/26/26
AG
Owen Kellogg said:
https://www.wsj.com/business/energy-oil/bps-chairman-albert-manifold-unanimously-removed-by-board-3fca4857?mod=hp_lead_pos2


BP's chairmen is out due to 'governance issues'. LOL, they just can't stay out of trouble! Any rumor's on what he did?


Got the Looney Dog in him
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TraditionsPD
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5:52p, 5/26/26
AG
Could this be a move to put through an acquisition that he didn't want
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nosoupforyou
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6:33p, 5/26/26
AG
Hearing lots of potential acquisitions, but nothing's moved recently

Nextera selling Trinity - who got them?
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nosoupforyou
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3:58p, 5/27/26
AG
Houston-based Post Oak announced "the simultaneous sale of the producing Haynesville natural gas assets" of two portfolio companies, Quantent Energy Partners LLC and Nadel and Gussman NV LLC.


Anyone know who bought these 2 companies?
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nosoupforyou
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10:13p, 6/1/26
AG
Switchgrass E&P sold to undisclosed buyer

Anyone know who?

Any news on the previous 2 questions?
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topher06
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9:02a, 6/2/26
Anyone catch that Hart Energy article saying TRP is eyeing $3B exit? Came out a couple weeks ago but I don't have a subscription so couldn't read more than the first couple of lines
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PeekingDuck
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In reply to topher06 • 2:25p, 6/2/26
AG
Not much more to it. They were @ 30K BOE/D (55% gas, 33% oil, 11% condensate). No buyer listed and no further information. Mentioned they got their Delaware foothold through a Midland acreage swap (35K acres) and some cash with Diamondback.
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PeekingDuck
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In reply to Kool • 4:27p, 6/2/26
AG
Bringing the wells back on-line won't be a problem outside of the existing infrastructure damage. I think that, combined with shipping friction and the inevitable delays there is more important than any hypothetical issues bringing a well back on-line.
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topher06
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In reply to Marsh • 4:18p, 6/11/26
Marsh said:
Does anyone have insight on the LOGOS process? Heard they got at least one bid over $1 billion. Insane.

Looks like that was almost true.

Sixth Street Buys San Juan Basin E&P Logos for $1BSources - Hart Energy
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Dreigh
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12:25p, 6/22/26
Makes sense that this thread is so quiet.

Nothing is real or rational anymore in O&G.
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Ragoo
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In reply to Dreigh • 1:30p, 6/22/26
AG
Dreigh said:
Makes sense that this thread is so quiet.

Nothing is real or rational anymore in O&G.
we are all working, duh
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SweaterVest
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2:16p, 6/22/26
AG
Are any of y'all at the Energy Drone and Robotics Conference in the Woodlands this week?
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Gordo14
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In reply to Dreigh • 6:18p, 6/22/26
Dreigh said:
Makes sense that this thread is so quiet.

Nothing is real or rational anymore in O&G.


All I know is we can import Iranian oil sanction free with USD now
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He Who Shall Be Unnamed
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In reply to Dreigh • 8:58a, 6/23/26
Dreigh said:
Makes sense that this thread is so quiet.

Nothing is real or rational anymore in O&G.

How can the Strait of Hormuz be closed down for 3 months, it's summer travel season, both sides at war in the Middle East bombed various aspects of each others' oil and gas infrastructure, and crude oil is at $73/bbl.???
Definitely doesn't seem as if that makes sense.
Thoughts???
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txaggie_08
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In reply to He Who Shall Be Unnamed • 9:00a, 6/23/26
AG
Doesn't make any sense to me either, but what do I know.
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Sims
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In reply to He Who Shall Be Unnamed • 9:12a, 6/23/26
AG
He Who Shall Be Unnamed said:
Dreigh said:
Makes sense that this thread is so quiet.

Nothing is real or rational anymore in O&G.

How can the Strait of Hormuz be closed down for 3 months, it's summer travel season, both sides at war in the Middle East bombed various aspects of each others' oil and gas infrastructure, and crude oil is at $73/bbl.???
Definitely doesn't seem as if that makes sense.
Thoughts???

China showed the market it has way more flexibility on crude than the market presupposed. The amount of coal to chemical production they have surprised most. Their strategic stockpile is probably double what anyone gave them credit for. They flipped a switch that noone thought they had and just shrugged off a supply interuption of a very very large magnitude.

Overland routes around the strait were much more effective than many expected.

The world was swimming in crude before Iran conflict ... it's well supplied still. You saw the supply shock in products, but not crude necessarily.

Fuel switching is a real thing, huge portions of China's heavy haul truck fleet is operating on CNG now.

There's a large CNG truck terminal across interstate 20 from me west of Weatherford.
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sts7049
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10:40a, 6/23/26
AG
yup. China demand went way down, plus lots of countries drew down strategic reserves. that was probably going to reach a critical point fairly soon though.
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