Energy Musings

Energy Musings

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Energy Musings - July 13, 2026
This is the first of two articles on the impact of the Jones Act on energy markets in the U.S. The waiver granted the Trump administration has triggered…
 • Allen Brooks
Energy Musings - July 9, 2026
The gas storage situation in Europe is becoming a potential crisis. Buyers are cautious to not drive up LNG prices, while supplies in 2027 may be…
 • Allen Brooks
Energy Musings - July 6, 2026
The data from the latest Energy Institute Review of Energy Statistics raises questions about the energy transition narrative. Without China's energy…
 • Allen Brooks
Energy Musings - July 1, 2026
The S&P 500 Index's energy sector posted another 5% loss in June, but the sector wasn't the worst performer. It was, however, for the entire 2Q, as oil…
 • Allen Brooks

June 2026

Energy Musings - June 29, 2026
The reopening of the Strait of Hormuz is allowing shipments of Qatar and other Persian Gulf country LNG cargoes. However, a debate rages over the…
 • Allen Brooks
Energy Musings - June 25, 2026
The Heard on the Street column in the WSJ offered a view that investors are ignoring fundamental trends impacting the value of energy stocks. We explore…
 • Allen Brooks
Energy Musings - June 22, 2026
An interesting observation about shifting dynamics between Saudi Arabia, the United States, and the other Persian Gulf nations suggests that the future…
 • Allen Brooks
Energy Musings - June 18, 2026
Norway's Equinor has revealed its revised business strategy. Betting more on oil and gas and less on renewable energy is key to the plan. It may be late…
 • Allen Brooks
Energy Musings - June 15, 2026
Here is our tribute to Lee Raymond, one of the oil industry's most consequential leaders and visionaries. We also republish a 2015 article about Exxon…
 • Allen Brooks
Energy Musings - June 11, 2026
We are seeing the first signs that politicians and shipping industry people are recognizing that the decades of neglect of the industry has left us with…
 • Allen Brooks
Energy Musings - June 8, 2026
The rhetoric over the Jones Act waiver is sparking an active debate over the law's usefulness. The debate is happening as revitalizing the maritime…
 • Allen Brooks
Energy Musings - June 4, 2026
We had an interesting trip between Texas and Rhode Island. The economy is healthy, judging by the volume of rubber from recapped truck tires that were…
 • Allen Brooks
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