Join me and the @DowJones team for the Dow Jones Energy Forum in New York 🇺🇸 next week Oct 21. The biggest single day oil, gas and energy conference in the world. Line up includes: 🇰🇼 Sheikh Nawaf Saud Al-Sabah, Deputy Chairman and CEO, Kuwait Petroleum Corporation 🇦🇪 Musabbeh Al Kaabi, CEO, Upstream, ADNOC 💲 Marc Rowan, CEO, Apollo Global Management 🔋 Brian Gilvary, Chairman, INEOS Energy 🏗️ Michael McKelvy, Chairman and CEO, McDermott International ⚡️ Tim Cawley, CEO, Con Edison, Inc 🛢️ Ben Marshall, President and CEO, Vitol Americas 💹 Trabue Bland, SVP, Futures Exchanges, Intercontinental Exchange 🏦 Natasha Kaneva, Head of Global Commodities Strategy, JP Morgan 💲 David Foley, Global Head, Blackstone Energy Transition Partners ⛏️ Jimmy Brock, Chairman and CEO, Core Natural Resources 🚢 Dawn Miller, Chief Commercial Officer, Lloyd’s Americas 🛢️ Michael Cohen, Chief Economist, Americas and Head of Oil and Gas Insights, BP 🇻🇪 Francisco J. Monaldi, Director, Latin America Energy Program, Baker Institute for Public Policy, Rice University 💹 Doug Peterson, Former President and CEO, S&P Global 🛢️ Lars Nicolaisen, CEO, Rystad Energy 🏁 Audi F1 Team djenergyforum.dowjones.com/

A timely painting on Caillebotte’s birthday.

The EU finally realizing it’s going to need oil & gas for long enough to justify frontier exploration.

Twelve months ago, I re-launched my newsletter as a subscription service to provide high-quality, affordable and objective research focused on energy issues. I have always been convinced high-quality research and analysis are essential for effective decision-making. The past year has confirmed that in multiple ways. But too often energy is treated as a sub-field of politics, international relations, climate policy, business or general news, rather than as a fascinating and important subject in its own right. There are already several consultancies providing excellent research but their services are expensive. There are also several organisations supplying information and research at low cost or free – but the quality is variable, coverage sporadic, and some advocate for a particular agenda. I launched the newsletter in an attempt to fill the gap. Since launching the subscription service, I have published 153 newsletters, covering oil, gas, electricity, coal and renewables, across the United States, Europe, China, India, Japan, Viet Nam, Türkiye, Thailand, South Korea and Spain. Regular themes have included oil production, inventories, prices and OPEC strategy; gas storage and prices; Iberia’s blackout; data centres and electricity consumption; energy system transformations; and two wars in the Middle East. I am looking forward to extending coverage further to new countries and topics in the rest of 2026 as well as analysing what the global energy landscape looks like in the aftermath of the current war in the Middle East. If you would like to become a subscriber, you can sign up via my website at newsletter.jkempenergy.com/g… With very best wishes John

I’d love for the oil market to open so people will stop asking about and opining on where it’ll open.