Daily Standup Top Stories The Current State of Critical Minerals in the US Market October 12, 2025 Clark Savage In an era defined by the push toward clean energy, electrification, and advanced technologies, critical minerals have emerged as the backbone of modern manufacturing and national security. These essential resources—ranging from lithium for batteries to […] China and […]
Continue ReadingIn a recent address at a conference in London, ExxonMobil CEO Darren Woods provided insights into the future of the global oil market, painting a picture of potential supply constraints ahead. As the head of one of the world\’s largest energy companies, Woods\’ comments carry significant weight for the industry, highlighting a shift from current […]
Continue ReadingIn a bold move to revitalize its energy sector amid global shifts toward sustainable resources, Peru is forging strategic partnerships with U.S. oil giant Chevron and Saudi Arabia. These alliances aim to unlock vast offshore oil potential and develop critical minerals like lithium, positioning the Andean nation as a key player in both traditional hydrocarbons […]
Continue ReadingDaily Standup Top Stories OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike October 8, 2025 Clark Savage In the volatile world of global energy markets, OPEC+—the alliance of oil-producing nations led by Saudi Arabia and Russia—is pushing against its production boundaries. With spare capacity dwindling, the group finds itself in a precarious […] […]
Continue ReadingIn a significant development for the global energy sector, ExxonMobil is reportedly in advanced talks to re-enter Iraq\’s oil industry after a nearly two-year absence. The U.S. energy giant is eyeing the massive Majnoon oil field in southern Iraq as its primary target for exploration and development. This move could signal renewed confidence in Iraq\’s […]
Continue ReadingWall Street rediscovers that oil and gas are a much better market than renewables. The world is short Trillions of dollars of investments just to meet decline curves, and the oil and gas companies in the U.S. have been giving shareholder returns thanks to the Governance portion of ESG. This return to investment from Wall […]
Continue ReadingThe company now sees global oil demand peaking in the mid-2030s instead of before 2030. BP: declines are coming only gradually, driven by efficiency gains and EV adoption but offset by petrochemicals. Under BP’s “Current Trajectory,” demand drops 15% by 2050, while in a “Below 2°C” scenario it plunges 70%, with EVs rising to 1.4–2.1 […]
Continue ReadingDaily Standup Top Stories Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges September 27, 2025 Clark Savage ENB Pub Note: This is an excellent article from Irina Slav on Oilprice.com. While the title says advertisers are returning to big oil, I would add investors to the list. I have written several articles […] Chinese Lithium […]
Continue ReadingDaily Standup Top Stories Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets? September 23, 2025 Clark Savage In a stark admission during a September 2025 press conference, China’s Finance Minister revealed that “every penny we spend is borrowed,” highlighting the precarious state of the nation’s finances. This confession has […]
Continue ReadingIn a stunning reversal that has sent shockwaves through global energy markets and geopolitical circles, former President Donald Trump appears to have abandoned his previous calls for a negotiated peace in Ukraine. After a recent meeting with Ukrainian President Volodymyr Zelensky, Trump declared on social media that he considers Ukraine \”in a position to fight […]
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