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 AI Industry's Coming Dominance of Oil and Gas (February 23, 2026) -- The leading artificial intelligence firms plan to spend more than $600 billion in 2026 as they rush to open data centers. Speed is everything. Price is no object. More >>