EQT's $50B Gas Bet Lands the Week Diplomats Try to End the War Driving It
EQT just paid $50B for Range Resources on the same day Saudi, Turkish, and Pakistani officials landed in Tehran. The war premium that justifies the deal…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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EQT just paid $50B for Range Resources on the same day Saudi, Turkish, and Pakistani officials landed in Tehran. The war premium that justifies the deal…
EIA confirmed a U.S. natural gas production record in July 2026, yet Europe's utilities are sprinting back to coal. The bottleneck isn't output - it's LNG…
QatarEnergy's CEO says repairs on damaged LNG trains will take three years. Here's what the extended outage means for global gas and energy markets…
Gas-fired power capacity tied to U.S. data centers nearly doubled in one year. Here is what Wall Street's energy models have not priced yet - and why it…
GasLog confirms its LNG tanker was struck exiting the Strait of Hormuz, with a second vessel also hit, per Shipping Telegraph, in a widening series of tanker…
Egypt officially confirms a drone attack caused a fire on gas ships at a Mediterranean port, after an explosion hit the LNG terminal at Damietta Port…
QatarEnergy has extended its LNG force majeure amid Hormuz tensions, per Latest news from Azerbaijan. What the chokepoint risk means for crude and energy…
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