by Isaac Cubillos | Jan 14, 2026 | Energy
Yesterday, I wrote about the oil glut—too much crude sloshing around the world, prices easing, and gas at the pump finally calming down. That’s the national picture. This is the local one, and it looks different depending on your ZIP code. In the Permian Basin, the...
by Isaac Cubillos | Jan 13, 2026 | Energy
The Energy Information Administration—those famously unexcitable federal bean-counters—has wandered into the room with a wet blanket and a calculator, and the news is not what the oil bulls or the “drill, baby, drill” crowd want to hear. According to the...
by Isaac Cubillos | Jan 13, 2026 | Energy
There was a moment in the White House this week that told you everything you need to know about Washington fantasy versus oil-patch reality. Donald Trump, freshly confident about Venezuela, sat across from the men who actually write the checks — and they gave him the...
by Isaac Cubillos | Nov 24, 2025 | Energy
The Grain Belt Express, the $4.9 billion Loan That Vanished, and Why the Lights May Dim Because of It Washington killed the money. In July, the Department of Energy quietly yanked its $4.9 billion loan guarantee for the Grain Belt Express—the 800-mile, 5-gigawatt...
by Isaac Cubillos | Nov 21, 2025 | Energy
In the first year of his second term, President Donald Trump cracked open the federal offshore like he was breaking a piñata at a kid’s birthday party. New drilling off California, Florida, Alaska, and deep into the High Arctic — places that haven’t seen a fresh...
by Isaac Cubillos | May 15, 2025 | Energy
Let’s get this straight from the jump: The oil patch was cracking before Trump. But the man sure poured gasoline on the fire. A new report from S&P Global Commodity Insights is sounding the alarm: U.S. oil production is on track to fall in 2026—the first time in a...