July 2 2025 | Ep 382
Sponsored by Cognite – https://www.cognite.com/en/ogpodcast Investors brace for oil price spike, rush to havens after US bombs Iran nuclear sites https://www.reuters.com/business/energy/middle-east-tensions-put-investors-alert-weighing-worst-case-scenarios-2025-06-21 U.S. calls on China to prevent Iran from closing Strait of Hormuz and disrupting global oil flows https://www.cnbc.com/2025/06/22/us-calls-on-china-to-prevent-iran-from-closing-strait-of-hormuz.html Iran oil doomsday in Hormuz may be more fear than reality https://www.reuters.com/markets/commodities/iran-oil-doomsday-hormuz-may-be-more-fear-than-reality-bousso-2025-06-22 Oil tanker market signals more Middle East energy disruption ahead https://www.reuters.com/markets/commodities/oil-tanker-market-signals-more-middle-east-energy-disruption-ahead-2025-06-18 Middle East Oil Disruption Risk Plunges to 4% https://oilprice.com/Latest-Energy-News/World-News/Middle-East-Oil-Disruption-Risk-Plunges-to-4.html TotalEnergies acquires interest in 40 Chevron-operated exploration blocks https://www.bicmagazine.com/industry/drilling-exploration/totalenergies-acquires-interest-in-40-chevron-operated-exploration-blocks Venture Global CP2 LNG terminal progresses to construction start https://www.bicmagazine.com/industry/natgas-lng/venture-global-cp2-lng-terminal-progresses-to-construction-start Gulf of America oil and natural gas production expected to remain stable through 2026 https://www.bicmagazine.com/industry/offshore-marine/gulf-of-america-oil-and-natural-gas-production-expected-to-remain-stable-through-2026 Chevron enters domestic lithium sector to support U.S. energy security https://www.bicmagazine.com/industry/investment-banking/chevron-enters-domestic-lithium-sector-to-support-us-energy-security Yokogawa collaborates with Shell on robotics technology https://www.hydrocarbonengineering.com/petrochemicals/20062025/yokogawa-collaborates-with-shell-on-robotics-technology EU shifts on climate targets in the face of industry reality https://www.hydrocarbonengineering.com/the-environment/20062025/eu-shifts-on-climate-targets-in-the-face-of-industry-reality Mexican authorities discover clandestine mini-refinery in crackdown of illegal hydrocarbon trade Brought to you on OGGN , the largest and most listened to podcast network for the oil and energy industry. Don’t forget to ask a question for our next First Friday Q&A . You ask the questions and we answer them. Enjoying the show? Leave us a review here . Sign up for OGGN newsletters here . Visit the OGGN Merch store here . Curious about podcast advertising? Learn more here . The Weekly Rig Count by Baker Hughes https://rigcount.bakerhughes.com/rig-count-overview More from OGGN … Podcasts LinkedIn Group LinkedIn Company Page