Our View

European Buyers Say No to US Energy Dominance

In December 2025 and January 2026, European firms shunned Greek auctions for pipeline capacity to transport US natural gas. Click here to read more.

It Ain't Heavy; It's My Crude Oil

The return of heavy sour Venezuean crude to the world market poses challenges for US producers. See the January 12 Notes at the Margin for more on this.

The Return of Price Controls to Petroleum Products (January 26, 2026) -- The Trump administration claims to support deregulation. This is a lie.

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