Oil, Gas, and What It Means for CRE
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Oil, Gas, and What It Means for CRE
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Oil just had its most volatile week of the year. Brent touched $109. WTI hit $107. Then both pulled back hard. This episode explains what's actually happening in oil and natural gas markets right now and why it matters for commercial real estate investors.
Topics covered: - Saudi East-West pipeline outage and the squeeze on Gulf exports - More than 10M b/d of Gulf production reportedly shut in - U.S. SPR at 285M barrels, inside operational minimum range - Global oil inventories down ~400M barrels in 2026 - Diesel crack spreads near record highs - Fed's 25 bps hike and the demand destruction ceiling - Brent support near $100, resistance near $110, $118 spike scenario - Henry Hub near $2.90 while TTF is near $27 and JKM in high $28s - U.S. LNG export bottleneck and the midstream infrastructure opportunity - Europe's price crisis vs. shortage crisis - OPEC+ quota irrelevance and stranded spare capacity - CRE implications: logistics, data center power, industrial land near LNG and pipeline corridors Data is directional as of mid-September 2026. Fast-moving situation.