Oil & Gas
US Refining Capacity: What Trump’s Defense Production Act Order Can and Cannot Fix
US refining capacity is ~1 mmbbl/d below 2020. Trump's Defense Production Act order opens federal money, but $1bn adds ~125,000 b/d at best, we estimate.
Sector
Policy
In-depth Policy analysis from Entelera.
Oil & Gas
UK Gas Production: Jackdaw Adds ~6% at Peak, but Imports Still Supply Half
UK gas production hit its lowest since 1973 in 2025. Jackdaw adds ~6% at peak, or ~1.8 bcm a year on our estimate, while imports still…
Energy InsightOil & Gas
UK approves Shell and Equinor’s Jackdaw gas field, with first gas due this month
The UK has cleared Adura's Jackdaw gas field in the North Sea, with gas due from the end of October. It should lift UK gas output…
Energy InsightPolicy
Trump invokes Defense Production Act to fund US oil production and refining
President Trump has declared US oil production, refining, pipelines and storage essential to national defence under the Defense Production Act. The move could open federal funding…
Energy InsightPolicy
European Parliament backs three-year delay to EU methane rules for importers
The European Parliament voted to delay EU methane rules for oil, gas and coal importers by three years, two more than the Commission proposed. Talks with…
Oil & Gas
US Heating Oil Reserve Release: 315,000 Barrels Against the Lowest East Coast Stocks Since 1990
The US heating oil reserve release equals about two hours of US distillate demand. East Coast stocks are at their lowest for mid-October since 1990.
Energy InsightOil & Gas
US offers 315,000 barrels from heating oil reserve as diesel nears record
The US Energy Department will lend up to 315,000 barrels from its 1mn-barrel Northeast heating oil reserve. Diesel prices are near a record, and US crude…
Policy
EU Methane Regulation Delay: Why 2027 Cargoes Escape the Test, and What Does Not Change
The EU methane regulation delay pushes the first importer test to 2029, so 2027 cargoes escape it. Here is what changes for US LNG and what…
Oil & Gas
India’s Strategic Petroleum Reserves: 9.5 Days on Paper, About 4.5 Days in the Caverns
India's strategic petroleum reserves cover about 7 days of refinery runs when full and about 4.5 days at today's fill. Phase 2 would roughly double that.
Energy InsightOil & Gas
India’s 6.5mn-tonne strategic petroleum reserves expansion inches ahead with ADNOC talks
India is building 6.5mn tonnes of new strategic crude storage at Chandikhol and Padur. Commercial terms with ADNOC are under discussion, and analysts want the work…