The United Arab Emirates, long one of OPEC’s key oil producers, is pivoting to US-tested fracking techniques to tap its “very promising” unconventional gas resources https://t.co/Lpf5dZQLWZ ...

Business Strategy - Halliburton is diversifying into data-center power generation [1] Industry Trends - Worldwide demand for oilfield fracking is slackening [1]

RT Bloomberg en Español (@BBGenEspanol)Colombia se prepara para romper con el legado ambiental de Gustavo Petro. Los candidatos que buscan sucederlo prometen reactivar la producción de petróleo y gas, e incluso autorizar el fracking que el mandatario quiso prohibir. El giro llega mientras el país enfrenta escasez de gas y aumentos de precios que golpean a los hogares. @anjaralop nos cuenta.📰 https://t.co/kYFhxW3AAY ...

Climate is out, fracking is in. Colombia is the latest country to lean in to fossil fuels as its gas supply shrinks https://t.co/1dqXEEjHgS ...

Environmental Sustainability - Oil companies in the Permian Basin are exploring desalination [1] - Desalination is being explored to recycle fracking wastewater [1] - The recycled water is intended for parched ranches [1]

Fracking in the Permian Basin is throttling back faster than expected amid tariff uncertainty and OPEC+ production hikes, according to one of the biggest pressure pumpers in North America’s most-prolific oil region https://t.co/BNcNUknshH ...

Halliburton Co., the biggest fracking company, just brushed aside any doubts about whether growth is slowing in the US shale patch https://t.co/tWVLjHiKzQ ...

US Oil Production & Geopolitical Impact - US oil production has nearly tripled in the last 15 years, driven by the fracking boom, with about two-thirds of US crude oil production attributed to fracking [3][4] - Increased US oil production has shifted the country from reliance on Middle East oil imports to a major exporter, providing geopolitical leverage [1] - Analysts suggest the US economy is more insulated from oil price shocks, potentially giving the President more leverage, although Federal Reserve Chair Jerome Pal noted limits to this buffer [5] Oil Price Dynamics & Market Reaction - Oil prices initially spiked due to concerns about supply risks in the Middle East, particularly around the Strait of Hormuz, but subsequently declined as ceasefire headlines reduced those concerns [12][13] - WTI crude oil prices experienced a drop of more than 5%, falling back to $64.95 [12] - The market recalibrated its assessment of supply risks, leading to the unwinding of upside tail hedging positions [13][14] - The fundamental picture in crude oil appears fragile and potentially oversupplied in the second half of 2025 [14] Energy Stocks & Investment Considerations - Energy stocks, as tracked by the XLE ETF, have shown flat performance year-to-date, despite outperforming underlying oil prices [9] - Oil companies face a tricky situation, balancing the desire to drill more with concerns about over-drilling and potential profit cuts if oil prices decline [10] - CIBC Private Wealth manages $100 billion in assets [12] US Production Outlook - Meaningful pickup in US oil production is unlikely unless crude prices are significantly higher than the current strip price of around $65 [19][20] - US producers are unlikely to increase capital expenditure (capex) and crude production at current price levels, considering OPEC+ is bringing more barrels into the market and recent price volatility [20][21] - Rig counts have been falling precipitously over the past three months, indicating a cautious approach by US producers who prioritize shoring up their balance sheets [23]