Robert Rapier

Oil prices remain near $100 despite the Hormuz disruption, but inventory drawdowns, spare capacity limits, and structural constraints suggest a delayed supply shock ahead.

TOPSHOT - In this picture obtained from Iran's ISNA news agency on May 4, 2026, vessels are pictured anchored in the Strait of Hormuz off Bandar Abbas in southern Iran.

Global LNG markets are shifting toward U.S. dominance as geopolitical instability, AI-driven electricity demand, and energy security concerns increase the premium on reliable gas supply.

These five utility stocks offer reliable income, steady cash flow, and long-term growth in a changing energy landscape.

Three decades ago, I had just graduated from Texas A&M University and taken my first job as a chemical engineer in Corpus Christi, Texas.

CORPUS CHRISTI, TEXAS - NOVEMBER 16: A man watches a ship pass under the Harbor Bridge as it leaves the Port of Corpus Christi on Thursday, Nov. 16, 2023, in Corpus Christi. (Jon Shapley/Houston Chronicle via Getty Images)

Oil markets have avoided a catastrophic price spike so far because inventories, spare capacity, and weaker demand have temporarily cushioned the impact of the Strait of Hormuz closure.

As we move toward summer, there is a growing disconnect in the markets that investors shouldn’t ignore.

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