360 Energy Pulse: Weekly Energy Market Analysis
This week in energy, markets were caught between tightening fundamentals and volatile geopolitics. Oil briefly hit a one-month high as attacks intensified around the Strait of Hormuz, but retreated when physical supply disruptions failed to materialize. Natural gas and LNG strengthened their strategic position, with Lazard reporting a 17-year high cost for U.S. gas-fired generation due to AI data center demand. Halliburton expanded its role in Saudi Aramco's unconventional gas program, and the first U.S. LNG cargo since the tariff dispute arrived in China. Investment continued flowing into long-life assets, led by Masdar's $5.1 billion financing for the world's largest combined solar-and-battery project. North America strengthened its energy leadership, with the U.S. extending its lead over Russia and Saudi Arabia in oil production. Policy and trade dynamics reshaped markets, as European gas prices climbed to four-month highs on renewed Hormuz blockade concerns and U.S. lawmakers pushed for tighter enforcement on imported solar equipment.
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