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Energy

Which four gas stocks face a record 113.3 bcf/d supply wave, USD 3.03 gas and 17.9 bcf/d of LNG pull, and who wins the squeeze?

Cheniere Energy (NYSE:LNG) is the established exporter in the group, and its model is built on long-term contracts rather than the Henry Hub price. On September 29, the company announced a 22-year, free-on-board sale and purchase agreement with Petrobras for about 0.8 million tonnes …

Vinay Lochav | 05 October 2026

Which USD 6.34 diesel price and 100 million barrel emergency release will decide whether oil producers or refiners hold the edge?

Exxon Mobil (NYSE:XOM) is the natural starting point because it is the one name here that owns both halves of the argument. As an integrated major, it produces crude and gas and also runs large refining and chemical systems, so a wide crude price …

Vinay Lochav | 05 October 2026

How long until a 4.37 gallon of gasoline, still 39% above last year, and diesel near 6.34 start to feel the G7 release?

Regular gasoline averaged USD 4.3697 on October 4. That is USD 0.1101, or 2.5%, below last week's USD 4.4798, but USD 0.2223 (5.4%) above a month ago and USD 1.2295 (39.2%) above the USD 3.1402 of a year ago, by our calculation. September's monthly …

Vinay Lochav | 05 October 2026

Why is Iran keeping a waterway that carries one fifth of global oil and gas shut until seven conditions are met?

Iran's position, stated on October 4, is that the Strait of Hormuz remains closed until seven conditions are fulfilled. They are based on the Islamabad memorandum. The message was delivered by spokesman Esmaeil Baghaei and by parliament speaker Mohammad Bagher Ghalibaf, who is Iran's …

Vinay Lochav | 05 October 2026

Is natural gas near 3 dollars a quiet market, or a coiled one with hedgers at 26-week extremes and LNG feedgas at 17.9 bcf a day?

Natural gas sits near USD 3.03 per MMBtu, down 0.25% on the day. It is up about 3.8% over the past month and down about 10% over twelve months, which, by our calculation, implies a year-ago level near USD 3.37 and a month-ago level …

Vinay Lochav | 05 October 2026

Why did seven oil producers pumping against a 31 million barrel a day quota just freeze targets again, when most cannot reach it?

The seven core members met on October 4 and left the required production level for November unchanged from September 2026, extending the October pause. The joint quota sits near 31 million barrels per day. A hold is the lowest-risk option when thephysical marketis set …

Vinay Lochav | 05 October 2026

What explains an 11 dollar gap between two crude benchmarks as G7 reserve news pushes one lower?

Friday's session ended with a split. November WTI fell USD 1.76 to USD 91.11, a 1.9% decline that left the contract 1.4% lower on the week. Brent barely moved, easing USD 0.06 to USD 102.25. Friday's drop in WTI followed news of the G7 …

Vinay Lochav | 05 October 2026

Can a 100 million barrel emergency release, frontloaded with diesel in 20 days, really cut pump prices by 25 cents?

The G7 agreed a coordinated emergency release of crude and diesel, executed through the IEA, immediately and over four months. At 100 million barrels across roughly 120 days, the average works out to about 830,000 barrels per day (our calculation). France's President Macron, whose …

Vinay Lochav | 05 October 2026

ConocoPhillips (NYSE:COP) Watches WTI Slide as the G7 Taps Emergency Oil Stocks

● WTI for December delivery settled at $91.11 a barrel on October 2, 2026, down $1.76, or 1.90%, from Thursday.

Nitish Kishor | 05 October 2026

EQT (NYSE:EQT) Meets a Steady Henry Hub as US Gas Output Nears All-Time High

● Henry Hub gas for November delivery settled at $3.035 per MMBtu on October 2, 2026, after trading 0.2% lower earlier.

Nitish Kishor | 05 October 2026
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