# AEGIS Take Control of Your Commodity Revenue | Revenue Intelligence | Hedge, optimize, aggregate, and verify your revenue Page: Feed: --- ## [Weekly Oil Statistics](https://aegishedging.substack.com/p/weekly-oil-statistics) _2026-08-13 · AEGIS_ Week ending August 7, 2026 | EIA release August 12, 2026 ## [EIA Pushes Middle East Recovery to 2027, Lifts WTI Outlook Above $80](https://aegishedging.substack.com/p/eia-pushes-middle-east-recovery-to) _2026-08-13 · AEGIS_ The EIA’s latest outlook points to a more prolonged disruption to Middle East oil markets, with the agency now pushing its expected return to pre-conflict production and trade patterns into early 2027. ## [Weekly Oil Statistics Takeaway](https://aegishedging.substack.com/p/weekly-oil-statistics-takeaway) _2026-08-06 · AEGIS_ Week ending July 31, 2026 | EIA release August 5, 2026 ## [How Does the EIA Arrive at a 5 MMBbl/d Oil Surplus in 2027?](https://aegishedging.substack.com/p/how-does-the-eia-arrive-at-a-5-mmbbld) _2026-07-31 · AEGIS_ When we point clients to the EIA’s latest forecast for a global oil surplus of roughly 5 MMBbl/d in 2027, the response is often disbelief or skepticism. ## [Rare Crude Build Highlights a Market Still Torn Between Deficit and Surplus](https://aegishedging.substack.com/p/rare-crude-build-highlights-a-market) _2026-07-22 · AEGIS_ Week Ending July 17, 2026 ## [Waha cash has been positive 32 days straight](https://aegishedging.substack.com/p/waha-cash-has-been-positive-32-days) _2026-07-17 · AEGIS_ Permian Basin Gas Price and Fundamentals July 17th, 2026 ## [Crude Keeps Draining, but Product Builds Are Quietly Refilling U.S. Storage](https://aegishedging.substack.com/p/crude-keeps-draining-but-product) _2026-07-15 · AEGIS_ Week Ending July 10, 2026 ## [$60 Oil in 2027? Inside the EIA's Post-Iran Reset](https://aegishedging.substack.com/p/60-oil-in-2027-inside-the-eias-post) _2026-07-09 · AEGIS_ The latest EIA Short-Term Energy Outlook highlights just how dramatically the oil market outlook has shifted following the US-Iran memorandum of understanding. ## [LNG Fundamentals and Project Tracker](https://aegishedging.substack.com/p/lng-fundamentals-and-project-tracker) _2026-07-06 · AEGIS_ LNG feedgas demand has recovered from early summer maintenance, which dropped demand to 16.76 Bcf/d. ## [How the US-Iran MoU Repriced Crude Markets](https://aegishedging.substack.com/p/how-the-us-iran-mou-repriced-crude) _2026-06-30 · AEGIS_ The US-Iran memorandum of understanding (MoU) marked the end of crude’s war-driven rally, sending prices tumbling from their peak above $110/Bbl as traffic through the Strait of Hormuz began to normalize and Gulf producers moved to restore disrupted supply. ## [100,000 Bonus Points Await You (Sponsored)](https://crawlproof.com/a/JDhhRvcl5SST) _2026-06-30 · **Sponsored**_ Earn 100,000 bonus points after spending $5,000 in the first 3 months. ## [Permian Basin Gas Price and Fundamentals](https://aegishedging.substack.com/p/permian-basin-gas-price-and-fundamentals) _2026-06-23 · AEGIS_ The Permian Basin has been operating near the limits of available gas egress capacity for several years, keeping the system structurally constrained. ## [EIA Revises Global Balances Lower as Middle East Disruptions Continue](https://aegishedging.substack.com/p/eia-revises-global-balances-lower) _2026-06-10_ In their latest Short-Term Energy Outlook (STEO), the EIA revised its global oil balance outlook as the US and Iran continue to fall short of an agreement to end the conflict in the Middle East. ## [EIA Outlook Points to Oversupplied Oil Market by 2027](https://aegishedging.substack.com/p/eia-outlook-points-to-oversupplied) _2026-05-29 · Narciso Cano_ The latest projections from the EIA are pointing toward large global oil surpluses in 2027. ## [Hedging NGLs Is Often Overlooked by Oil and Natural Gas Producers, But Should It Be?](https://aegishedging.substack.com/p/hedging-ngls-is-often-overlooked) _2026-04-27 · AEGIS_ Producers that do not hedge NGLs are overlooking a material source of risk to revenue, especially in oil and rich-gas plays where NGL contributions can be significant. ## [Global Oil Balances Tighten as Agencies Diverge on Demand Outlook](https://aegishedging.substack.com/p/global-oil-balances-tighten-as-agencies) _2026-04-22 · AEGIS_ April releases from the EIA, OPEC, and the IEA point to a market undergoing a rapid shift. ## [Pipe Dreams: How AI Broke the Grid and Made Natural Gas Great Again](https://aegishedging.substack.com/p/pipe-dreams-how-ai-broke-the-grid) _2026-04-14 · Max Gagliardi_ The biggest infrastructure buildout since the shale boom isn't coming from the oil patch. It's coming from Silicon Valley. And the molecule they need is methane. ## [Permian Gas Insights: Prices, Fundamentals, and Outlook](https://aegishedging.substack.com/p/permian-gas-insights-prices-fundamentals) _2025-03-04 · AEGIS Hedging_ By Jay Stevens ## [Tariffs and economic data weigh on oil prices | Natural gas slides following several weeks of higher prices](https://aegishedging.substack.com/p/tariffs-and-economic-data-weigh-on) _2025-02-28 · AEGIS Hedging_ By Christian Drolshagen ## [Oil Slides Into Weekly Loss | Natural Gas Hits 2023 Prices](https://aegishedging.substack.com/p/oil-slides-into-weekly-loss-natural) _2025-02-21 · AEGIS Hedging_ By Christian Drolshagen ## [Meet Claude, the AI assistant (Sponsored)](https://crawlproof.com/a/Z6PX9lKPuWB4) _2025-02-21 · **Sponsored**_ Conversational AI to answer questions, brainstorm ideas, and help with tasks. ## [Natural Gas Prices Face Pressure; Oil Finishes Lower for Second Straight Week](https://aegishedging.substack.com/p/natural-gas-prices-face-pressure) _2025-01-31 · AEGIS Hedging_ Oil finishes lower for a second week while tariffs are set to take effect on February 1