Market Prices
WTI Oil $92.41 −2.20 Natural Gas $3.20 −0.10 Brent Oil $104.32 −2.28
Settlement Sep 25, 2026
LMJ Land Services

Energy M&A

Energy mergers, acquisitions, divestitures, and asset transactions impacting the oil and gas industry.

Ships stranded at Hormuz, energy crunch at home: How India’s U.S.-Israel tilt is testing ties with Iran

 India’s U.S.-Israel tilt is costing it leverage with Iran just as its ships struggle to get safe passage through the Strait of Hormuz. ​   

Read Message

U.S. natural gas production reached a new record in 2025

U.S. marketed natural gas production reached a new record in 2025, growing by 5.3 billion cubic feet per day (Bcf/d) to average 118.5 Bcf/d, according to our latest Natural Gas Monthly. Three regions—Appalachia, Permian, and Haynesville—accounted for 67% of the total marketed gas production in the United States in 2025 and for 81% of the...

Read Message

Fossil generation could rise with faster-than-expected growth in data center power demand

Electricity demand has been rising steadily since 2020 after more than a decade of little change. Between 2020 and 2025, U.S. electricity demand, as measured by net energy for load, grew about 1.7% annually compared with 0.1% annual growth between 2005 and 2019. Electricity use by data centers is driving the electricity demand growth. Continued...

Read Message

Annual U.S. crude oil exports decrease for first time since 2021

Annual U.S. crude oil exports in 2025 decreased 3% from 2024, the first annual decrease since 2021. Exports decreased to Europe and the Asia and Oceania region, the two top regional destinations for U.S. crude oil. Despite fewer crude oil exports, U.S. crude oil imports decreased by more. Overall, U.S. net imports of crude oil—total...

Read Message

U.S. exports of major transportation fuels in 2025 were about the same as in 2024

In 2025, exports of major petroleum-based transportation fuels, including distillate fuel oil, motor gasoline, and jet fuel, averaged 2.4 million barrels per day (b/d), about the same as the previous year. Distillate fuel oil, commonly sold as diesel, accounts for more than half of these exports, and the entirety of the annual decrease. Exports of...

Read Message

U.S. electricity generation in 2025 hit a record, again

U.S. electricity net generation reached a record in 2025 based on data from our Electricity Data Browser. In 2025, the United States generated 4.43 terawatthours (TWh) of electricity, up 2.8% from 2024 generation, which previously had been the highest annual total in our Monthly Energy Review Data Browser dataset dating back to 1949.   

Read Message

U.S. LNG developers sign highest volume of sale and purchase contracts since 2022

U.S. developers signed sale and purchase agreements (SPA) for 40 million tons per annum of liquefied natural gas (LNG) in 2025 from planned export facilities, according to U.S. Department of Energy (DOE) and company website data. This LNG volume equals 5.2 billion cubic feet per day (Bcf/d), the highest volume since 7.0 Bcf/d in 2022.   

Read Message

Nuclear reactor restart in Japan will likely displace natural gas electricity generation

On February 9, 2026, Japan restarted Unit 6 of its largest nuclear power plant, the Kashiwazaki-Kariwa Nuclear Power Station in Niigata Prefecture, which was shut down following the 2011 Fukushima tsunami and nuclear accident. As the reactor returns to full operations, the resulting increase in nuclear generation is likely to displace generation from fossil sources,...

Read Message