The president's claims of energy purchase commitments are not achievable unless prices double or triple. Click here to read more.
It Ain't Heavy; It's My Crude Oil
The return of heavy sour Venezuean crude to the world market poses challenges for US producers. See the January 12 Notes at the Margin for more on this.
The Squeeze (February 2, 2026) -- The diesel squeeze may trump the crude glut.