ENB Pub Note: President Trump\’s team still does not understand what motivates President Putin to end the war. In the following article from Bloomberg, President Trump oddly says that low oil prices will bring President Putin to the table. I disagree; he has made money at lower than market rates for years. He trades in […]
Continue ReadingENB Pub Note: This article is from The Crude Truth Substack. I agree with the point that a single basin output does not define the country\’s energy production capabilities. So, has the United States hit peak oil and gas production, or is it just one basin? I agree with Rey Trevino that we are not […]
Continue ReadingENB Pub Note: This is an excellent article from Irina Slav at Oilprice.com. I like the phrase \”Embracing the Glut to Win the Long Game.\” You must also subscribe to Irina\’s Substack. She is right on the money, and it adds validity to Josh Young\’s opinion that the longer oil prices are low, the more they will […]
Continue ReadingENB Pub Note: This is from Nathan\’s Substack. We highly recommend following him as he is a wealth of energy and knowledge in the U.S. Sunoco LP, a major player in the U.S. energy sector, has announced a landmark deal to acquire Parkland Corporation for $9.1 billion [1]. This strategic move is set to create the largest […]
Continue ReadingENB Pub Note: As Michael has brought this up in the podcast, this is a timely note from EuropeOffshore. Here are some of the details that were left out of the article. There are two big questions. Will they merge, then move to the U.S.? Or will BP just get listed on the NYSE so […]
Continue ReadingENB Pub Note: When the United States or China need additional money, they just print more than what they need. That system is set up for failure, but when Russia, Iran, Iraq, and other OPEC+ members need extra cash, they drill more and throw the product on a dark fleet tanker to avoid sanctions. The […]
Continue ReadingIn this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley welcomes back author Terry Etam to discuss U.S.-Canada trade tensions, the impact of tariffs, Canada\’s energy potential, critical mineral strategies, and the future of oil, gas, and nuclear energy. They tackle political challenges, the dangers of rail transport for oil, and the urgent need […]
Continue ReadingBeing in the oil and gas business as a family-owned exploration and production company is one of the most significant rewards I have had in my professional career. And the number one question I get is Where are the oil prices going? That is a huge question, and in the past, it was a lot […]
Continue ReadingThis is a huge story. President Trump posted on Truth Social the following: Trump on Iranian Oil: stop buying it NOW pic.twitter.com/9CIBhVNjLD — Josh Young (@Josh_Young_1) May 1, 2025 First, let’s look into who is buying and how much oil Iran is shipping. In 2025, Iran\’s oil exports, despite facing extensive U.S. sanctions, have continued […]
Continue ReadingThe US Department of the Treasury’s Office of Foreign Assets Control (OFAC) has targeted three vessels and their owners for allegedly providing support to the Houthis. Marshall Islands-registered Zaas Shipping & Trading facilitated the delivery of LPG to the Houthi-controlled port of Ras Isa using the San Marino-flagged Tulip BZ. The Tulip BZ has also […]
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