Category: Downstream

The Oil and Gas Global Markets Financial Update – With Josh Young, Bision Interests and David Blackmon, Energy Impacts

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Key topics: Russia/Ukraine Geopolitical influences, California Refinery, and National Security This was a fantastic discussion with Josh Young  and David Blackmon  covering the global oil and gas markets. We had over 2,000 live viewers and received great questions. We highly recommend subscribing to Josh at Bision Insights. As well as David and our podcasts. The podcast will be available […]

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Is Big Oil Back in Vogue?

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Daily 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 […]

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America\’s Grid Is Near Its Breaking Point — and Why That\’s Great for Investors

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Daily Standup Top Stories America’s Grid is Nearing Its Breaking Point September 14, 2025 Clark Savage The United States’ power grid, once a marvel of 20th-century engineering, is now teetering on the edge of collapse. As demand surges from emerging technologies like artificial intelligence, data centers, and electric vehicles, an aging […] $14 Trillion Stock Rally Expects […]

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California Legislators Strike Last-Minute Deal to Help Oil Industry but Limit Offshore Drilling

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In a dramatic eleventh-hour compromise, California lawmakers have forged a deal with the oil industry aimed at bolstering domestic crude production amid looming refinery closures that threaten to drive up gasoline prices. The agreement, embedded in Senate Bill 237, streamlines environmental approvals for thousands of new oil wells in the state\’s prolific Kern County while […]

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OPEC Plus Add It Again – ENB Weekly Recap

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Weekly Daily Standup Top Stories Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility September 5, 2025 Clark Savage In a significant step toward advancing the U.S. nuclear energy sector, Oklo Inc. (NYSE: OKLO) has announced the commencement of the first phase of construction for a cutting-edge nuclear fuel recycling facility in Oak Ridge, […] Treasury […]

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Ukrainian Drones Strike Russia\’s Largest Oil Terminal for the First Time

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In a bold escalation of its campaign against Russian energy infrastructure, Ukraine\’s Security Service (SBU) claimed responsibility for a drone strike on the Port of Primorsk, Russia\’s premier oil-loading terminal on the Baltic Sea. This marks the first direct hit on the facility, which handles a significant portion of Moscow\’s crude oil exports to global […]

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Why Valero Said No Is Good for California

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Daily Standup Top Stories California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown September 10, 2025 Clark Savage In a dramatic turnaround amid California’s escalating energy crunch, state legislators are reportedly negotiating to hand over hundreds of millions of dollars to Valero Energy Corp. to prevent the shutdown of its […]

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Russian Refineries Under Fire: Ukrainian Drone Strikes Disrupt Key Energy Infrastructure

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In the early hours of August 28, 2025, Ukrainian forces launched a significant drone assault on multiple Russian oil refineries, marking yet another escalation in the ongoing conflict\’s economic warfare. The attacks targeted the Kuibyshev refinery in Samara Oblast and the Afipsky refinery in Krasnodar Krai, with reports also indicating hits on the nearby Novokuibyshevsk […]

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