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Geopolitical Premium Keeps Oil Elevated

Shell Plc Chief Executive Officer Wael Sawan warned Thursday of a “huge impact” on global trade if the conflict were to result in a blockage of the Strait of Hormuz, a narrow waterway between Iran and Oman through which about a fifth of the world’s oil passes. Shell has contingency plans in place in the event that the situation deteriorates, Sawan said at the Japan Energy Summit & Exhibition in Tokyo.

Oil and Gas Production Surges in Argentina’s Vaca Muerta Shale

Argentina’s Vaca Muerta shale play posted significant first-quarter gains in 2025, building on last year’s strong performance, with oil output surging 26% and gas production rising 16% year-on-year, according to Rystad Energy estimates. This growth is shifting Argentina away from its historical dependence on gas imports, pushing the nation closer to energy self-sufficiency.