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US became net exporter of crude to Nigeria for the first time, EIA says

“The new refinery in Nigeria and some issues in securing domestic supplies played a role for those unique flows earlier this year. But going forward, with the refinery now aiming to secure domestic flows, and probably looking at other crude grades, it is difficult to forecast if the volume flowing from the U.S. to Nigeria will persist,” agreed Giovanni Staunovo, an analyst at UBS.

US Overtakes Russia as EU No2 Gas Source

The 27-member bloc imported a total of 69 billion cubic meters (2.44 trillion cubic feet) of gas in the January-March period, down two percent quarter-on-quarter and year-on-year. Pipeline gas accounted for 55 percent or 38 Bcm while liquefied natural gas (LNG) contributed 45 percent or 31 Bcm, according to the Commission’s latest quarterly gas market report.

US Crude Oil Inventories See Another Sharp Draw

Earlier this week, the Department of Energy (DoE) reported that crude oil inventories in the Strategic Petroleum Reserve (SPR) climbed 200,000 barrels to 402.5 million barrels in the week ending June 13. Inventory levels in the SPR are hundreds of millions shy of the levels in inventory prior to the SPR withdrawal that took place under the Biden Administration.

World Braces for Iran Response to US Strikes

Police in New York, Washington and Los Angeles increased patrols at religious institutions, diplomatic facilities and public spaces. Officials cited no immediate credible threats but highlighted the need for vigilance. The Department of Homeland Security said the Israel-Iran war has placed the US in a “heightened threat environment” through Sept. 22.

U.S. Resists EU Push to Lower Russian Oil Price Cap

A European official attending the G7 finance powwow in Banff, Canada, told Reuters that the U.S. Treasury team thinks market forces are already doing the heavy lifting. With Brent prices wobbling around $64—and Russia’s Urals blend clocking in at a $10 discount—Washington’s logic is that there’s no need to poke the bear when the bear’s already limping.

Aramco Pens $90B Deals with US Companies

During the dealmaking round, Aramco finalized an agreement to buy 1.2 million metric tons per annum (MMtpa) of LNG for 20 years from the fourth train of the under-construction Rio Grande LNG project in Brownsville, Texas. Owner NextDecade Corp. is seeking purchase commitments to be able to make an FID (final investment decision) on trains 4 and 5. NextDecade has so far approved three trains, which comprise phase 1 – out of eight planned for the project.

US Urges Eastern Europe to Split from EU Energy Transition Aims

The Energy Secretary told the Three Seas Business Forum – which numerous leaders from the region attended Monday – that western Europe chose the wrong path of expensive “top-down imposition of enforced climate policies.” He argued that renewables investments weigh on growth and boost revenues of foreign companies, and that eastern Europe should pick a different path.

US Oil Drillers See Minor Uptick in Activity

WTI is trading up on the day, but still slightly below what the Dallas Fed Survey says is the breakeven for Permian players, with drilling activity in the basin holding fast at 289—a figure that is 29 fewer than this same time last year. The count in the Eagle Ford also stayed the same this week, at 47. Rigs in the Eagle Ford are 8 below where they were this time last year.