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East-West Shutdown Erases the Saudi Hormuz Bypass

East-West Shutdown Erases the Saudi Hormuz Bypass

by Touch Stone Publishers | Sep 17, 2026

Touch Stone Publishers | Sector Intel Daily | Energy | Priority 10 The Signal Saudi Arabia no longer has a physical route around the Strait of Hormuz, and the market is only now pricing what that means for the fourth quarter. The 1,200-kilometer East-West pipeline...
WTI Net-Longs Near Cycle Highs as Hormuz Risk Premium Unwinds

WTI Net-Longs Near Cycle Highs as Hormuz Risk Premium Unwinds

by Touch Stone Publishers | Aug 27, 2026

The Signal Brent crude fell to $85.03 and WTI to $80.17 in Thursday trading, each down more than 2.5 percent on the session and extending a weekly decline that had already pushed Brent below $88, off more than 7 percent for the week, even as CFTC data show WTI...
Sixty-Four Percent of Energy Boards Declared AI Oversight. Seventeen Percent Could Prove It.

Sixty-Four Percent of Energy Boards Declared AI Oversight. Seventeen Percent Could Prove It.

by Touch Stone Publishers | Aug 24, 2026

Energy boards have gotten ahead of their peers on AI oversight, and behind them on being able to prove it. Grant Thornton’s 2026 AI Impact Survey, published June 22, 2026, found that 64 percent of energy boards have integrated AI risk into ongoing oversight,...
Expand Energy’s Twin Eagle Deal Confirms the Producer-to-Marketer Pivot in Gas

Expand Energy’s Twin Eagle Deal Confirms the Producer-to-Marketer Pivot in Gas

by Touch Stone Publishers | Jul 30, 2026

The Signal Expand Energy Corporation, the largest natural gas producer in North America, disclosed via Form 8-K on July 27 that it will acquire Twin Eagle Holdings for $1.25 billion, converting the company from a pure-play producer into an integrated marketing and...
Houthi Strikes Threaten Saudi Arabia’s Own Hormuz Workaround

Houthi Strikes Threaten Saudi Arabia’s Own Hormuz Workaround

by Touch Stone Publishers | Jul 23, 2026

The Signal Houthi forces struck the Saudi flagged tanker Encelia and claimed a second strike on the tanker Layla in the Red Sea on July 22 and 23, the first attacks since the group declared a formal naval blockade against Saudi Arabia on July 20. Saudi state media...
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