Author: intent

Analysts Look at Trump-Putin Alaska Meeting

“A removal of the price-cap would eliminate the price advantage for China and India to take Russian crude, and higher freight costs would become more important in sourcing decisions. India has been an opportunistic purchaser of this cheaper crude, and could revert to its previous import volumes, or continue purchases of crude that its refiners prefer, albeit at a higher cost,” they added.

DOF secures two long-term vessel contracts in Brazil

DOF Group ASA is a global offshore services company headquartered in Norway, providing integrated subsea services through its fleet of advanced offshore vessels, ROV systems and engineering capabilities. The company operates across the Americas, Asia-Pacific, and North Sea regions, servicing clients in subsea construction, inspection, maintenance and repair.

Oil sands producers find ways raise output, reduce capex

Canadian Natural Resources Ltd., Imperial Oil Ltd. and others are extending maintenance cycles to two-years from one, which saves on capital expenditure, increases output and effectively offsets declining profits from crude prices that have fallen 11% in the past year. Suncor Energy Inc., meanwhile, completed a major coke-drum replacement at its Base Plant more than 3 weeks faster than planned, allowing the company to cut capex guidance by C$400 million in 2025

India Launches Deepwater Oil and Gas Exploration Mission

“India’s energy journey offers engagement opportunities with Indian companies across multiple areas, including joint participation in the upcoming OALP-X bidding round, collaboration on subsea manifold and offshore technology development, apart from deploying AI-driven solutions for digital transformation in upstream operations,” the Indian minister added.

China’s Coal and Gas Generation Soars Amid Record Heat

China has sped up new coal power plan approvals again. After a decline in new permits last year, these are once again on the rise, Greenpeace complained recently. China approved 11.29 GW of new coal power capacity in the first quarter of 2025. This pace of coal-fired generation capacity approvals already exceeds the 10 GW China approved in the first half of 2024.

EIA Shows US Crude Oil Inventories Growing

Crude oil inventories in the United States increased by 3.0 million barrels during the week ending August 8, after dropping by 3 million barrels in the week prior, according to new data from the U.S. Energy Information Administration (EIA) released on Wednesday. The build brings commercial stockpiles to 426.7 million barrels according to government data, which is 6% below the five-year average for this time of year.

Rumors of Shale’s Peak Were Premature

During earnings season for the first quarter of the year, the message of the U.S. energy industry to the world was “Peak shale is here.” Now, three months later, the message has changed. Now, shale drillers are signaling there is still space to grow, so those expecting a decline after the peak will have to wait a bit longer.