Energy Intelligence is the leading energy information company. Our insights make us your essential guide to navigate the changing world of energy.
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Your trusted energy intelligence, now in your pocket. โจ
AIxEI is now available on the Energy Intelligence mobile app, delivering decision-ready insights on the go.
The full picture. Now on mobile. ๐ฒ
๐ See how AIxEI fits into your day: bit.ly/4dv1dfh
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For Iran, Allowing Selective Hormuz Access May Beat Closure: bit.ly/3VfdEoj
Growing Risk of US Diesel Export Ban Roils Downstream Sector: bit.ly/4rA5gvR
How Much Will Hormuz Crisis Impact Oil Demand Growth? bit.ly/4AqaoXc
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Weโre pleased to welcome ๐ฃ๐ต๐ผ๐ฒ๐ป๐ถ๐
๐๐ป๐ฒ๐ฟ๐ด๐ as a Partner of the 2026 Energy Intelligence Forum.
We look forward to welcoming the Phoenix Energy team to London this October.
๐ Be part of the conversation at #EIF2026: ๐ bit.ly/3S2bpmv
#EIForum2026
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Weโre pleased to welcome XRG as a Partner of the 2026 Energy Intelligence Forum.
XRG joins industry leaders in London this October for discussions on challenges and opportunities shaping the future of energy.
๐Register now for #EIF2026: ๐ bit.ly/3S2bpmv
#EIForum2026
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US diesel export policy is in focus as the administration weighs measures to address record fuel prices. A full ban is being played down, but voluntary or partial restrictions remain under discussion, with implications for global supply. bit.ly/4dvBEty
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Refined products are emerging as a key pressure point in global oil markets. Hormuz product flows fell from 3.2M b/d prewar to below 800,000 b/d in June-August, while diesel inventories have hit multiyear lows. bit.ly/4y2Iqi5
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In an exclusive interview, Chevron CEO Mike Wirth tells Energy Intelligence that a lengthy Permian Basin plateau is โ100%โ possible without any further improvements in costs, technologies or recovery rates: bit.ly/4hlEmDc
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The US administration has changed its stand on banning diesel exports, with President Donald Trump publicly stating his support for the measure, which is aimed at lowering record level diesel prices: bit.ly/4dTdadP
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LNG contracting trends adapt in response to the ongoing Mideast war. According to EI sources, buyers are more interested in flexible, short-term deals that provide them with greater portfolio management options. bit.ly/4djV5FR
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China imported a record 2.65 million b/d of Russian crude in August as Saudi supplies fell sharply amid Red Sea disruptions. Russiaโs share of Chinese crude imports has now climbed to 24.2% so far this year. See what is driving the shift: bit.ly/4drBhjG
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Iranโs own crude may be trapped inside the Gulf, but Tehran could still be extracting value from Hormuz oil flows. As Iraqi exports rebound, evidence is growing around payments linked to safe passage for selected cargoes. bit.ly/3T2N94R
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A closer look at the Papua LNG shake-up shows Exxon and partners stand to gain, but that there are still key moving parts and remaining hurdles to reach FID by the mid-December deadline: bit.ly/4jgDfag
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Chevron CEO Mike Wirth sees opportunities emerging in two changing upstream markets. Iraq remains compelling as Chevron eyes West Qurna-2, while Wirth says Venezuela has become โmuch more competitive.โ bit.ly/4yGGVXs
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Weโre pleased to welcome Charif Souki, Chairman of ๐ฃ๐ต๐ผ๐ฒ๐ป๐ถ๐
๐๐ป๐ฒ๐ฟ๐ด๐, as a speaker at the ๐ฎ๐ฌ๐ฎ๐ฒ ๐๐ป๐ฒ๐ฟ๐ด๐ ๐๐ป๐๐ฒ๐น๐น๐ถ๐ด๐ฒ๐ป๐ฐ๐ฒ ๐๐ผ๐ฟ๐๐บ.
๐ ๐ฅ๐ฒ๐ด๐ถ๐๐๐ฒ๐ฟ ๐ป๐ผ๐ ๐ณ๐ผ๐ฟ #EIF2026: bit.ly/3S2bpmv
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Weโre delighted to welcome Ashraf A. Al Ghazzawi, Executive Vice President, Strategy & Corporate Development at #aramco, as a speaker at the 2026 Energy Intelligence Forum.
๐ Join the conversation at #EIF2026: ๐ bit.ly/3S2bpmv
#EIForum2026 #aramco
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Argentinaโs prolific Vaca Muerta project spearheads the countryโs rising oil production, together with a new tax incentive regime and the need for alternative supply sources as the Mideast conflict continues: bit.ly/4xpDh2Z
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Jet fuel prices are rising as supply dips. Europeโs tanks are near rock bottom, and with the Mideast conflict raging on alternative sources like the US and Nigeria wonโt be enough to offset missing Mideast jet this winter: bit.ly/4hdymwf
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Could Europe face another winter gas price spike? TTF prices are at their highest since late 2022, while lower storage levels and uncertainty over Middle East LNG flows are adding to supply concerns. bit.ly/3TzXNAb
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Physical oil markets are tightening. Dated Brent traded near $130/bbl Tuesday, around $22 above front-month Brent futures, as geopolitical disruptions constrain crude flows and steep backwardation signals strong demand for prompt barrels. Read more: bit.ly/4h3WSzK
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How have oil markets absorbed six months of unprecedented Mideast supply disruption? From Mar-Aug, 11.8 million b/d of Middle East supply was lost, with inventories, higher output elsewhere and a 2.8 million b/d drop in demand helping to fill the gap. bit.ly/4cOFAW5
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GE Vernova Hitachi CCO Nicole Holmes speaks with Energy Intelligence about what comes next for the BWRX-300, from building repeatable SMR fleets and scaling supply chains to rising hyperscaler demand. Read the full interview: bit.ly/4xuFWJ0
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