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Blogs

Dive into a collection of past posts and rediscover timeless content.

Power

LNG

Oil

Natural Gas


Global

+5

Understanding The Hormuz Risk Premium in Global LNG

Jan 29, 2026

•

6 min read

Understanding The Hormuz Risk Premium in Global LNG

LNG Agent Prompt: What daily volume of LNG passes through the Strait of Hormuz from Qatar and UAE? With escalating Middle East conflicts, has the waterway every been closed to LNG tankers?

Global

+3

Europe’s New Russia Oil Sanctions: What They Mean for Diesel, Jet Fuel, and Price Risk

Jan 23, 2026

•

7 min read

Europe’s New Russia Oil Sanctions: What They Mean for Diesel, Jet Fuel, and Price Risk

Oil Agent Prompt: Explain in detail the tighten EU Oil Sanctions, and the key exemptions? How does this impact oil and products imports (specifically jet fuel and diesel)? Will the additional sanctions make any difference to Russian oil trade or global prices?

US/Canada

+2

Winter Storm Uri Recap: How a Historic Cold Snap Crippled Texas’ Energy System

Jan 21, 2026

•

7 min read

Winter Storm Uri Recap: How a Historic Cold Snap Crippled Texas’ Energy System

Natural Gas Agent Prompt: Can you give me details on min temps and their duration in Texas (buy region) during Winter Storm Uri ? Was any Texas energy infrastructure damaged?

ComdtyAI
ComdtyAI

US/Canada

+1

Freeze-Offs in Focus: What Really Moves Marcellus & Utica Supply

Jan 18, 2026

•

1 min read

Freeze-Offs in Focus: What Really Moves Marcellus & Utica Supply

Natural Gas Agent Starting Prompt: Provide a detailed report on expected Marcellus and Utica production freeze-offs: Explain what freeze-offs are, the temperature and duration thresholds that trigger them by micro-region (NEPA, SWPA, WV, and OH Utica), and which areas are most vulnerable. Quantify typical freeze-off volumes and analyze the factors that determine same-day recovery versus multi-day production losses.

ComdtyAI
ComdtyAI

US/Canada

+2

PJM 2026 Forecast: The Load Is Coming (Delayed, Not Denied)

Jan 16, 2026

•

5 min read

PJM 2026 Forecast: The Load Is Coming (Delayed, Not Denied)

Power Agent Prompt: Can you detail the current PJM 2026 Load forecast, and how it differs from the previous forecast? Where exactly is the load growth (nodal and zonal exposure)? Can forecasted power supply keep up — and what type of generation is best fit? Are there any infrastructure bottlenecks or regulatory complications to note?Finally, outline the Trump administration proposition on PJM to ‘emergency’ auction to supply data centers?

ComdtyAI
ComdtyAI

US/Canada

+2

Haynesville Curtailment: The Multi-Bcf Question

Jan 16, 2026

•

5 min read

Haynesville Curtailment: The Multi-Bcf Question

Natural Gas Agent Prompt: What half-cycle economics would trigger Haynesville gas curtailments in 2026? Who are the major public and private operators, and have they made recent comments about curtailments, rig or frac reductions, TIL build, acreage risk, or 2026 guidance? Using past behavior and operator comments: At what Henry Hub do we see an Haynesville slow down, and how much production is at risk at $0.25 price steps?

ComdtyAI
ComdtyAI

Global

+2

Inside Iran’s Oil Web: The Assets That Could Move Crude Prices Overnight

Jan 14, 2026

•

7 min read

Inside Iran’s Oil Web: The Assets That Could Move Crude Prices Overnight

Oil Agent Prompt: Provide an overview of Iran’s oil production, both historical and current. What are its main producing regions, and what is known about the physical network of oil fields, pipelines, terminals, and export infrastructure? Who are the major importers of Iranian crude? What grades does Iran primarily export, and which other producers offer comparable crude qualities? Finally, which critical assets would need to be protected amid the current unrest to help prevent major disruptions to global oil prices?

ComdtyAI
ComdtyAI

Global

+2

The Strait of Hormuz: Global Oil’s Most Critical Chokepoint Explained

Jan 14, 2026

•

4 min read

The Strait of Hormuz: Global Oil’s Most Critical Chokepoint Explained

Oil Agent Prompt: Tell me more about the Strait of Hormuz in relation to Oil Markets, and Flows? Are US ships currently patrolling this area? When is the last time this waterway was blocked, and what was the resulting oil price move when that happened?

ComdtyAI
ComdtyAI

Global

+5

The Venezuela Shift: Global Oil Market Impacts of US Asset Control (3-Prompt, 3-Minute Rapid Analysis)

Jan 3, 2026

•

6 min read

The Venezuela Shift: Global Oil Market Impacts of US Asset Control (3-Prompt, 3-Minute Rapid Analysis)

Starting Oil Agent Prompt: If USA controls all the Venezuelan oil assets, what are the global impacts to oil trades and flows?

ComdtyAI
ComdtyAI

Global

+5

Golden Pass: The Final Countdown

Dec 30, 2025

•

4 min read

Golden Pass: The Final Countdown

Provide key details on Golden Pass LNG, including:(1) timing and significance of the first cool-down cargo and implications for first feedgas [compare against other US LNG timelines]; (2) nameplate capacity (Bcf/d) and expected start-up dates for each train; (3) likely impacts on U.S. gas basis markets and expected LNG flow paths/export destinations; and (4) current construction and commissioning status of Trains 2 and 3.

ComdtyAI
ComdtyAI
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