Crude and natural gas markets, OPEC decisions, drilling activity, LNG, refining, and the geopolitics shaping the petroleum industry.
Edited by the Stake & Paper Editorial Team — 334 stories in the archive, updated daily.
Subscribe to Oil & GasThe global oil and gas industry remains shaped by OPEC production decisions, geopolitical tensions, and the long-term trajectory of energy demand. Our coverage spans the full value chain -- upstream exploration and drilling, midstream pipeline and LNG infrastructure, and downstream refining and petrochemicals. From rig counts and reserve estimates to policy shifts and trade flows, this section tracks the forces that move crude and natural gas markets worldwide.
Beijing slashed imports by 4.5 million barrels per day since the Iran war began—and that's the only reason crude isn't at $120. Meanwhile, US inventories hit 2004 lows and Permian gas trades at minus $9.
Broad-based weakness across integrated energy giants contrasted sharply with strength in exploration-focused equities, as metals and renewable sectors painted a mixed picture.
U.S. refiners are chasing record jet fuel profits at gasoline's expense. Summer drivers may pay the price—literally.
ArcGIS Pro 3.7 brings AI-powered digitization and file-based knowledge graphs to energy workflows. For the first time, scanned pipeline maps can extract themselves—and analysts no longer need enterprise servers to model complex infrastructure relationships.
Energy companies are racing toward 50% autonomous operations by 2030, but the same AI driving efficiency gains is also supercharging fossil fuel extraction—and complicating the natural gas price outlook.
Every unpatented mining claim across all twelve BLM states. Leadfile audits, due diligence, site selection, regional prospecting, entity investigations, and AOI monitoring — delivered as complete report packages.
Data centers are driving a natural gas boom, but the same AI revolution may cap the price gains producers were counting on through unprecedented efficiency improvements.
Data centers are poised to consume 6 billion cubic feet of natural gas daily by 2030, yet Henry Hub prices keep falling. The AI boom is rewriting the rules of energy demand—just not the way bulls expected.
Traditional oil and gas explorers outpaced integrated majors while precious metals and clean energy names faced headwinds in uneven trading.
Kuwait says it needs 10-12 weeks to restore oil output after Hormuz reopens. Meanwhile, the US just sanctioned its first floating LNG project as crude inventories hit a six-week freefall.
Thermal satellite imaging detects heat signatures from space to monitor energy facilities, identify gas leaks, track emissions, and assess infrastructure performance without physical contact.
With the Strait of Hormuz still choked, Iraq is scrambling to triple exports through a long-dormant Kurdish pipeline. The plan offers a lifeline—but also exposes the fragility of Middle East oil flows.
Canadian producer DPM Metals announces high-grade porphyry discovery near its flagship Chelopech mine, while Tintina secures $91M for Chile copper-gold project and Elliott pushes Northern Star toward strategic review.
U.S. crude inventories fell 8 million barrels in a week, hitting their lowest level since 2004. Gulf producers warn recovery will take months, not days—even if Hormuz reopens tomorrow.
Three months into the largest oil supply disruption in history, prices haven't hit record highs. China's billion-barrel stockpile drawdown is buying time—but that cushion is running out.
Traditional integrated energy companies and exploration-focused names moved in opposite directions as investors reassessed positioning across the hydrocarbon value chain.
Natural gas turbine orders hit a 25-year high as data centers scramble for power. But the real bottleneck isn't chips—it's the infrastructure to run them.
Autonomous drilling rigs now cut well delivery times by 25%. Mining sensors detect faults before they happen. And data centers are about to double natural gas demand—whether the grid is ready or not.
As Hormuz remains choked, Gulf producers are building pipelines, China's refiners are cutting runs, and Nigeria's Dangote refinery has quietly become the world's largest jet fuel exporter. The energy map is being redrawn in real time.
Ninety-four days after Iran closed the Strait of Hormuz, tanker traffic remains at 5% of normal levels—and refiners are printing money while the world burns through oil stockpiles at record speed.
Upstream exploration stocks outpaced integrated energy giants in Monday's session as sector leadership shifted decisively toward smaller producers.
