US
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TotalEnergies will instead invest in the Rio Grande LNG plant, upstream conventional oil development in the US Gulf of Mexico, and shale-gas production. -
Missile attacks damage LNG trains and GTL assets, with QatarEnergy warning repairs could take years.
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Companies largely focused on deepwater acreage in the second Gulf lease sale held under the One Big Beautiful Bill Act.
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Drone strikes, refinery shutdowns, tanker disruptions, and halted LNG production have heightened concerns about broader supply risks.
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While physical damage to energy infrastructure has so far been limited, analysts caution that a prolonged conflict could drive prices higher even as OPEC+ proceeds with planned incremental supply increases.
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The US Environmental Protection Agency withdraws its legal basis for federal vehicle GHG standards, setting up potential court challenges.
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The supermajors are seeking new US licenses to develop cross-border natural gas fields.
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Big projects are expected to add oil and gas to the energy mix in some regions while maturing basins contribute to drops in other areas.
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The agency also requests feedback related to interest in a possible minerals lease sale offshore Alaska.
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Rystad Energy estimates up to 25 Bcf/D of natural gas output may have been temporarily halted as freezing weather swept key producing regions.
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