India flags slower growth, wider deficit as Iran war raises the stakes for New Delhi
India warns growth may slow as the Iran conflict pushes up energy costs, widens deficits, and strains supply chains.
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Energy M&A
Energy mergers, acquisitions, divestitures, and asset transactions impacting the oil and gas industry.
Devon Energy’s Gaspar sees good things ahead, stemming from his first year and the imminent merger with Coterra Energy
At CERAWeek, Devon Energy CEO Clay Gaspar reflected on his first year leading the company, outlining a three-pillar strategy, the industrial logic behind its merger with Coterra, and how AI is reshaping operations and future value creation.
Read MessageOil surges 3% as Iran war escalates with Yemen’s Houthis entering the Mideast conflict
Oil prices climbed on Monday after Yemen's Houthis said they had fired missiles at Israel, opening a new front in the U.S.- and Israeli-led conflict with Iran.
Read MessageCERAWeek 2026: AI and gas in the long term
Natural gas was central last week to many of the ongoing discussions at CERAWeek 2026, hosted by S&P Global in Houston, Texas. With the rapid rise in data centers across the country, discussions about meeting the need for expanding rapid, reliable power generation have been at the forefront, with natural gas playing a key role.
Read MessageWoodside Sees Delay in Start of Cleaner Ammonia Production at Texas Project
The expected delay is 'due to construction issues at the third-party feedstock supply facility'.
Read MessageGreek Shipowner Sends Another Tanker Out Through Hormuz
A Greek shipowner sent another oil tanker outbound through the Strait of Hormuz.
Read MessageAnalysis: A new oil shock is building. The next few weeks of war will be decisive for the economy.
Energy markets are starting to reflect the growing risk of physical supply disruptions.
Read MessageCERAWeek 2026: A.I. and gas in the long term
Natural gas was central last week to many of the ongoing discussions at CERAWeek 2026, hosted by S&P Global in Houston, Texas. With the rapid rise in data centers across the country, discussions about meeting the need for expanding rapid, reliable power generation have been at the forefront, with natural gas playing a key role.
Read MessageWhy U.S. can’t simply reopen Hormuz or seize Kharg Island amid Middle East conflict
As the Middle East conflict continues to disrupt global oil and LNG flows, panelists at CERAWeek by S&P Global pushed back on two questions gaining traction in energy circles: why doesn’t the U.S. simply intervene with force to reopen the Strait of Hormuz, or seize Iran’s Kharg Island export hub?
Read MessageTrump calls Strait of Hormuz the 'Strait of Trump'
Trump recently floated the possibility that the strait could be controlled jointly by "me and the ayatollah" as part of a resolution to the Iran war.
Read MessageUAE Port Ramps Up Hormuz-Dodging Oil Flows
The United Arab Emirates has been ramping up oil exports from a vital port that lies outside the Strait of Hormuz.
Read MessageOil Jumps as War Risks Intensify
Brent and WTI rallied sharply with traders pricing in prolonged conflict and supply risk.
Read MessageHigher oil prices could revive U.S. shale drilling in 2026, Citi says
Rising oil prices driven by Middle East supply disruptions could prompt U.S. shale producers to increase drilling activity in the second half of 2026, with output potentially rising by more than 800,000 bpd through 2028, according to Citi.
Read MessageU.S. court overturns $16 billion judgment against Argentina in YPF case
A U.S. appeals court has overturned a $16.1 billion judgment against Argentina tied to the nationalization of oil company YPF, marking a significant legal and financial shift in one of the industry’s largest compensation disputes.
Read MessageIKM Testing awarded role on Northern Endurance CO₂ transport and storage project
IKM Testing UK has been awarded a contract to deliver pre-commissioning services for CO₂ pipeline infrastructure on the Northern Endurance Partnership project, supporting development of the UK’s East Coast carbon capture cluster and offshore storage in the North Sea.
Read MessageExecs Predict What Price WTI Oil Will Hit in Future
Executives from oil and gas firms have revealed where they expect the WTI crude oil price to be at various points in the future in the first quarter Dallas Fed Energy Survey.
Read MessageTreasury Sec Says Hormuz Insurance Program to Start Soon
Treasury Secretary Scott Bessent said a U.S. insurance program meant to boost shipping through the Strait of Hormuz will begin soon.
Read MessageUAE boosts Fujairah oil exports as Hormuz disruption redirects crude flows
The UAE is increasing crude exports from Fujairah as operators restore loading capacity following Iranian drone strikes, using the port as a key route to bypass the Strait of Hormuz and sustain global oil flows.
Read MessageAustralia’s Beetaloo basin gains momentum with INPEX–Formentera partnership
INPEX and Formentera have formed a joint venture to accelerate shale gas development in Australia’s Beetaloo basin, targeting domestic supply and future LNG exports supported by U.S. shale expertise and expanded infrastructure plans.
Read MessageEquinor begins drilling Raia gas project in Brazil’s Campos basin
Equinor has launched drilling operations for the Raia project in Brazil’s Campos basin, a major pre-salt gas development expected to supply up to 16 MMcm/d and support the country’s energy demand by 2028.
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