Marketplace All-in-One A wild ride for oil prices
Mar 10, 2026
Nancy Marshall-Genzer, tech and defense reporter, outlines the Anthropic-Pentagon dispute and its fallout. Carla Javier, consumer safety reporter, breaks down the surge in product recalls and why regulators are stepping up. Elizabeth Troval, energy reporter, walks through U.S. oil production prospects amid wild global price swings.
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Producers Hold Back Because Price Spike Feels Temporary
- U.S. producers are reluctant to drill more despite higher oil prices because the spike is tied to a war and likely transitory.
- Dan Pickering says drilling decisions take months and firms avoid spending on conflict-dependent prices while Abhi Rajendran expects prices to stay somewhat elevated post-conflict.
Lingering Higher Prices Could Flatten Declines And Boost Permian
- Even if the war ends, long-term U.S. production may be higher than prewar expectations because prices could linger above prior forecasts.
- Abhi Rajendran says growth could come in the Permian and declines elsewhere might slow, making net output flatter or slightly up.
Anthropic Pushes Back Against Pentagon Use Of Its AI
- Anthropic publicly resists military and mass-surveillance uses of its AI, framing it as a principle and legal defense against Pentagon actions.
- The dispute escalated with Defense Secretary Pete Hegseth accusing Anthropic of seeking operational veto power and President Trump ordering agencies not to do business with them.