Industry intelligence
Concise, sourced updates connecting industry developments with the decisions ahead.
This Sunday edition highlights recent primary-source analysis of oil supply and diesel costs published on 18 September. These are newly covered in our digest, not announcements released today.
Oil supply
The IEA reports that alternative export routes, increased output outside the Gulf and lower demand have partly offset Middle East supply losses. It warns that falling inventory buffers leave markets exposed to further disruption.
International Energy Agency · Source published 18 September 2026
Read the original sourceFuels and logistics
The EIA links higher diesel prices to constrained global refining supply, elevated crude costs and stronger refining margins. It reports US distillate inventories 13% below their five-year seasonal average for the week ending 11 September, despite high refinery utilisation.
U.S. Energy Information Administration · Source published 18 September 2026
Read the original sourcePrevious editions
Each summary links to an original source and shows its publication date. Source dates may precede the edition date.
Our launch edition brings together recent developments in Nigerian gas, LNG emissions and energy security, with direct links to the original reporting.
Nigeria · Gas
NNPC describes a dual approach to gas development: expanding exports while supporting domestic industry, employment and energy security.
NNPC Limited · Source published 14 September 2026
Read the original sourceLNG · Emissions
The IEA examines emissions across LNG production and delivery, alongside methane reduction, process efficiency, electrification and carbon capture measures.
International Energy Agency · Source published 10 September 2026
Read the original sourceEnergy security
A new IEA report considers physical reserves, flexible commercial arrangements and policy measures to help gas-importing countries manage short-term supply disruptions.
International Energy Agency · Source published 9 September 2026
Read the original sourceStart with a conversation
Tell us your priorities. We’ll help define the right consulting scope.
