Forsythe Trench offers its consulting services to companies in the oil and gas sector to support industry restructuring. We help project sponsors to either integrate or expand operations efficiently by introducing sources of capital or leveraging business partnerships. Our global reach stretches from West Texas to the Gulf States to East Malaysia.
Carbon Capture
Strategies to limit emissions of greenhouses gases into the environment embrace greater use of carbon-capture technology. While not a single solution to global warming, early-stage results have been constructive, with energy companies investing heavily in this approach to reducing harmful pollutants.
"Carbon colonialism" is again topical, as a Japanese deal with Malaysia is subject to widespread criticism. Under still-opaque terms, Japanese companies will ship liquefied carbon to depleted gas fields in Sarawak. Is the approach simply symbolic? https://t.co/qKotnCt3f6
— Forsythe Trench (@fst_energy) February 19, 2026
Environmental experts that the idea of carbon capture is an expensive distraction, given the greater potential offered by emissions-reducing actions. The major oil companies promote the strategy as a way to buy time, while countries transition to cleaner energy.
The arrangement between Japan and Malaysia is prominent because Japan is a large source of carbon emissions. Industries in the spotlight there include power generation, oil refining, and steel production. Malaysia meanwhile is positioning itself as a hub for this sort of alternative technology. We note that Petronas—the state-owned oil and gas company—is leading the $1.1 billion construction of what is set to be world’s largest offshore carbon storage facility.
Offshore Drilling
The collapse of Deepwater Horizon in 2010—creating the largest-ever marine oil spill—will cloud the offshore drilling business for a generation. Rapid advancements in industrial technology now provide baseline assurances on occupational safety and environmental protection, mitigating public criticism.
The White House navigates state politics with an offshore-drilling plan. Neither the East or West Coasts are interested in opening new fields. And curiously, oil companies are not interested in those locations either. The real focus is the Gulf of Mexico. https://t.co/bt49CcSdiz
— Forsythe Trench (@fst_energy) November 4, 2025
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Permian Basin
This region in the American southwest is one of the largest oil and gas fields in the world. There may be primitive beauty in the countless rigs that dot the horizon. Some residents defend the geyser of cash, whether of greater or lesser intensity. Others complain of the stress on social and physical infrastructure.
In Texas, the electrification of the oil-and-gas business means that companies are competing with data centers for power. Large-load queues have tripled in the past year. Some companies look to meet ongoing power demand with their own micro grids. https://t.co/C5SsoqLn7S
— Forsythe Trench (@fst_energy) October 27, 2025
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Pipeline Issues
Oil and gas pipelines are the most efficient way to bring energy inputs to market. They are friendlier to the environment and more reliable than transportation alternatives. The US is home to the largest number of pipelines worldwide. Projects often focus on expanding or upgrading existing infrastructure.
The UAE announces a major upgrade to its oil infrastructure. The existing 360-kilometer pipeline that runs from the Habshan field to the Gulf of Oman will be mirrored by a second pipeline. Officials in Abu Dhabi expect the project to be completed in 2027. https://t.co/p7pI0wNiZe
— Forsythe Trench (@fst_energy) May 25, 2026
The construction of the second pipeline suggests the government has limited faith in near-term resolution to the Iran war. While the existing pipeline, at 48 inches in diameter, is already more generous in proportion that typically seen around the world, a second pipeline of similar scope means the UAE will be less-and-less dependent on the Strait of Hormuz. Other Gulf nations, including Qatar, Bahrain, and Kuwait, are still fully reliant on the waterway for their export lifelines.
On completion, the two pipelines should afford the UAE the ability to export as much as 3.6 million barrels a day, even with a Strait of Hormuz shutdown. For context, that figure is about 10% greater than Kuwait exported on a daily basis in 2025.
We expect this infrastructure project to be completed sooner rather than later. The UAE does not face the sort of environmental or labor hurdles that Western nations might confront. Unexpectedly, the plan could set off a scramble for other extended pipelines in the region. While requiring complex international agreements, Kuwait and Qatar, for instance, could run pipelines through Saudi Arabia to the Red Sea, with the Kingdom benefiting from transit fees. Those efforts have traditionally been considered uneconomical, albeit plausible.
Regional Insight
The texture of the petroleum industry is found in myriad development projects worldwide. These efforts can have direct benefit to communities or often make existing infrastructure more stable and secure. Government regulation and industrial heritage influence the pace of these undertakings.
As a cash generation measure, Iran begins to flood world markets with oil, albeit at a still-prudent rate. Tankers are heading fast to Asia. Indications suggest that shipments have increased by more than 40% this week over more typical circumstances. https://t.co/oHScSawohA
— Forsythe Trench (@fst_energy) June 19, 2025
While Israel is not directly attacking Iran’s oil infrastructure—at least at this time—Tehran is intent on building cash reserves in case circumstances change. The nation’s major terminal at Kharg Island is seeing an unusually high volume of activity. Tankers are cautious in their nearby staging, though. Satellite images indicate that ships have largely dispersed into the Persian Gulf while awaiting their loading slots.
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