Supply, Demand & Pricing | Still Bullish Oil, Cautious Gas
On the latest Enverus Intelligence Podcast, host Gibson Scott sits down with Al Salazar, Director of Macro Research, to unpack the October Fundamental Edge report, Still Bullish Oil, Cautious Gas. Al explains why the oil call has not moved since the war began: commercial stocks, not headline flows, set the price, and those stocks keep drawing even as more barrels clear the Strait of Hormuz. On gas, the newly sanctioned Solitude pipeline, two 48-inch lines built to move 4.5 Bcf/d of Permian associated gas to Katy by 2030, puts the Haynesville on notice. In Canada, AECO has barely moved despite…
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