Markets

The US oil market is sending contradictory signals to analysts: production is climbing to fresh highs, but a key component of market clarity—accurate export data—has vanished due to a US Census Bureau funding lapse.

The Guyana-Suriname Basin has rapidly transformed into one of the world’s most crucial offshore oil provinces, yet the two nations are experiencing booms at different paces.

The world's major National Oil Companies (NOCs) are employing highly divergent capital strategies in late 2025.

The US Energy Information Administration (EIA) forecasts a major reversal in Alaska’s decades-long crude oil production decline, predicting a 13% increase (approximately 55K b/d) in 2026.

The global oil market is witnessing a major shift, with South America predicted to be the principal source of new, cost-competitive, non-OPEC+ conventional oil capacity through 2030.

Eight core OPEC+ members—Saudi Arabia, Russia, Iraq, the UAE, Kuwait, Kazakhstan, Algeria, and Oman—met virtually on Nov. 2, 2025, and agreed to one final production increase of 137K b/d for Dec. 2025.

It is a continued discussion of how major oil and gas companies worldwide reported on Nov. 3 (Feature of the Week: Production Delivers) robust third-quarter 2025 financial performance, primarily driven by record or significantly increased production volumes and strong operational efficiencies.

The global oil market is currently navigating a period of significant oversupply, or a

Lower oil prices in 2025 compared to 2024 levels are driving US oil and gas majors to restructure, seek efficiencies, and implement deep job cuts—the most significant in the US shale patch in three years.

The current crisis involves Venezuela cancelling energy deals with Trinidad and Tobago (T&T) in retaliation for T&T's cooperation with the US military presence in the Caribbean