In this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley interviews industry veterans Mark Stansberry, author of American Needs Energy and its Natural Resources, and Steve Reese, a key figure in the LNG and data center sectors. They discuss a wide range of energy issues, including the impact of tariffs on energy prices, […]
Continue ReadingDaily Standup Top Stories Data Center Boom Sparks Utility Spending—But How Real Is the Demand? April 9, 2025 Clark Savage ENB Pub Note: AI and data centers will have a profound impact on energy demand. Look for them to be built in Republican states with energy-friendly policies and near natural gas pipelines. And as of […] How […]
Continue ReadingDaily Standup Top Stories A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center – WSJ April 2, 2025 Clark Savage ENB Pub Note: Interesting article from the WSJ. They bring up some interesting points and confirm my bullish sentiment on natural gas. But what is missing is the bigger question […]
Continue ReadingIn this episode of Energy News Beat – Conversation in Energy, host Stuart Turley sits down with Courtney Moeller at NAPE to to discuss advancements in the energy sector, including the role of technology, AI, and modular nuclear reactors in meeting energy demands. They highlight the continued need for oil, gas, and natural gas infrastructure […]
Continue ReadingDaily Standup Top Stories $300 Billion in Global Nuclear Energy Investment – is this in trouble because of DeepSeek February 8, 2025 Clark Savage ENB Pub Note: This is a fundamental question. Will DeepSeek lead to the cancellation of some nuclear power generation projects? What is the impact on the uranium market and the nuclear supply […]
Continue ReadingWeekly Daily Standup Top Stories Trump Reignites Coal Industry at Davos – Make Coal Great Again MCGA January 26, 2025 Clark Savage ENB Pub Note: While President Trump’s remarks are around coal, he says, “Nothing can destroy coal. Not the weather, not a bomb. It’s a great backup.” The topic around the President’s policies and comments […]
Continue ReadingDaily Standup Top Stories How a Chinese AI Startup Just Shook the Tech Market Amid Security Concerns January 28, 2025 Clark Savage January 27, 2025 – The tech landscape was rocked today as shares of several major U.S. tech companies plummeted due to the introduction of DeepSeek, a Chinese AI startup whose chatbot rivals established American models […]
Continue ReadingDaily Standup Top Stories Trump Reignites Coal Industry at Davos – Make Coal Great Again MCGA January 26, 2025 Clark Savage ENB Pub Note: While President Trump’s remarks are around coal, he says, “Nothing can destroy coal. Not the weather, not a bomb. It’s a great backup.” The topic around the President’s policies and comments sheds […] […]
Continue ReadingWeekly Daily Standup Top Stories U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric January 19, 2025 Clark Savage US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency […] China and India […]
Continue ReadingDaily Standup Top Stories U.S. Sanctions Trigger Russian Oil Exodus January 22, 2025 Mariel Alumit New US sanctions have led to a significant reduction in Russian oil exports as traders halt offers. Indian refiners, including Bharat Petroleum, are struggling to secure Russian oil for March delivery. Standard Chartered predicts that […] Trump unveils $500 billion AI ‘Stargate’ […]
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