I have several guests lined up on the Energy News Beat podcast to talk about the Texas Legislative session. We will cover the good, the bad, and the homely. If you have article requests or questions, we have opened the Substack Chat channel for paid subscribers, and we are already getting suggestions on articles and […]
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In a blockbuster move shaking up the oil and gas sector, Viper Energy, Inc. (NASDAQ: VNOM), a subsidiary of Diamondback Energy, Inc. (NASDAQ: FANG), has announced its acquisition of Sitio Royalties Corp. (NYSE: STR) in an all-equity transaction valued at approximately $4.1 billion, including $1.1 billion in net debt. This strategic merger, centered in the […]
Continue ReadingSaudi Arabia, the world’s oil titan, is leveraging its vast petroleum wealth to fuel an ambitious pivot toward artificial intelligence (AI) and technological innovation. As part of its Vision 2030 initiative, the Kingdom aims to diversify its economy, reduce oil dependency, and position itself as a global AI powerhouse. This transformation hinges on massive investments […]
Continue ReadingThe Trump Administration is working to roll back the severe restrictions on oil and gas drilling in Alaska imposed by the Biden administration, Interior Secretary Doug Burgum has said. The Biden administration suspended in 2021 oil leases in the Arctic National Wildlife Refuge in Alaska, months after former President Joe Biden took over from Trump’s first term in […]
Continue ReadingRecent projections from Goldman Sachs indicate that OPEC+ is likely to conclude its series of production increases in August 2025, marking a significant shift in global oil supply dynamics. This forecast, based on Goldman’s analysis of market conditions and OPEC+ strategies, suggests a tightening of oil markets in the near term, with far-reaching implications for […]
Continue ReadingENB Pub Note: This article from Nathan\’s Newsletter on Substack is an excellent update. As we evaluate deals on a daily basis at Sandstone, it is great to get insights into both the Public and Private data rooms and look at deal specifics. We appreciate Nathan and highly recommend subscribing to his Substack. Summary for […]
Continue ReadingWe are tracking trends and changes in grid development and the investment world, and I have several podcast guests lined up to discuss this significant shift in grid management, technology, and investments. One key issue we are asked about frequently is why you invest in privately held oil companies rather than publicly traded ones on […]
Continue ReadingI have been discussing this for months on the Energy News Beat Podcast, and the secondary sanctions on China and India\’s refineries would undoubtedly cause havoc in the global and U.S. markets. The U.S. Dollar is the prize, and President Trump knows this. What he does not understand is that President Putin has survived all […]
Continue ReadingIn this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley dives into California\’s escalating energy crisis, scrutinizing the impact of Governor Newsom\’s policies on both the state\’s economy and national security. Experts Ronald Stein and Mike Umbro outline the dangers posed by California\’s growing reliance on imported fuel, the closure of in-state refineries, […]
Continue ReadingThe Organization of the Petroleum Exporting Countries and its allies (OPEC+), which collectively produce about 48% of global oil, have begun unwinding a series of voluntary output cuts implemented since 2022. This strategic shift, led by key members like Saudi Arabia and Russia, aims to reclaim market share, address non-compliance among members, and challenge high-cost […]
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