Week Recap: U.S. Shale Steady, Trump’s $500B AI Plan, Tight Gas Markets

Weekly 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 […]

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Trump\’s $500B Stargate

Daily 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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IEA Predicts Gas Shortage in 2025

Daily Standup Top Stories IEA says global gas markets set to remain tight in 2025 January 21, 2025 Mariel Alumit Global natural gas markets are set to remain tight in 2025 as demand continues to rise, and supply expands more slowly than before the pandemic and energy crisis, according to a new report by the […] Trump […]

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EU Admits Russian Gas

Daily Standup Top Stories Oil Prices Fall Ahead Of Trump Inauguration January 20, 2025 Mariel Alumit Oil prices fell as traders await clarity on President-elect Donald Trump’s policy agenda. Banks are gearing up for oil prices to fall below $60 a barrel by the middle of Trump’s term. Standard Chartered predicts […] UK Nuclear Power Ambitions Hampered […]

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Shale Capital Discipline

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 […] Days before Trump takes […]

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EU-China Tensions

Daily Standup Top Stories Germany on course for longest post-war recession – data January 15, 2025 Mariel Alumit GDP contracted by 0.2% in 2024 due to soaring energy costs and weak exports, official figures show The German economy contracted for a second straight year in 2024 for the first time in more than […] The EU’s Trump-China […]

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Reliable Power Fuels Growth

Daily Standup Top Stories Rethinking the global electricity debate: Why reliable power matters for economic growth January 14, 2025 Clark Savage Developing and industrialising regions and economies require reliable and low-cost electricity from dependable sources. Global economic growth is increasing the demand for efficient cost-effective supply chain for the fuels, thousands of products, and for electricity […] […]

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US Sanctions Target Russia

Daily Standup Top Stories Ukraine tried to sabotage Russian gas supply to Türkiye – Moscow January 13, 2025 Mariel Alumit   A drone attack has been thwarted at a key compressor station, the Defense Ministry has said Ukraine has launched an unsuccessful drone attack on Russian energy infrastructure which delivers natural gas to Türkiye , […] Tougher […]

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Russian Economy vs. Sanctions

Daily Standup Top Stories What do oil and gas exports mean to the Russian economy? How will the new Biden Sanctions play with President Trump’s negotiations? January 12, 2025 Clark Savage ENB Pub Note: The following article is an excellent summary from Alexandra Prokopenko and Alexander Kolyandr about what the oil and gas exports mean to […]

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