Stu Turley here from the Energy News Beat Podcast. For years on this show, we’ve been hammering home a core truth: energy policy is destiny. Affordable, reliable, abundant energy drives manufacturing, jobs, investment, and GDP growth. Ideological Net Zero pursuits that ignore reality — spiking costs, killing baseload power, and forcing deindustrialization — deliver the […]
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In a recent appearance on Squawk Box Asia, veteran commodities strategist Jeff Currie (Co-Chairman of Abaxx Markets) delivered a stark warning that resonates deeply with current market dynamics. He described an emerging “rare earth moment” — a qualitative shift where markets have been neglecting the physical world (“atoms”) in favor of financial narratives and tech […]
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Europe is entering the critical summer injection season with dangerously depleted natural gas storage, leaving the continent vulnerable to even moderate supply disruptions. A recent analysis from OilPrice.com highlights stark warnings from senior Equinor executives: if disruptions through the Strait of Hormuz persist for another 1–3 months, Europe risks a critical shortfall in gas stocks […]
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Even the most optimistic reopening of the Strait of Hormuz won’t deliver a quick fix. Physical barrels tell a far harsher story than paper futures. Art Berman (@aeberman12) nailed it in his May 25, 2026, post: There is no clean, modelable “successful reopening” of the Strait of Hormuz. Even in the wildly optimistic scenario, the […]
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In the shadow of the ongoing U.S.-Israeli conflict with Iran — marked by the near-closure of the Strait of Hormuz and the largest oil supply disruption in modern history — Saudi Arabia stands out as a clear winner. While many Gulf producers face sharp production cuts, export halts, and economic contractions, the Kingdom under Crown […]
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This is an outstanding article from Nathan Hammer’s Substack Hammer and Anvil. Every time you see a 400 foot wind turbine cutting through the sky, you are looking at a machine designed to harvest the wind. It feels clean. It feels weightless, like a piece of the future that has successfully severed its ties to […]
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Jamie Dimon, CEO of JPMorgan Chase, has once again sounded alarms about mounting pressures on the US economy. In a recent Bloomberg Television interview and his April 2026 annual letter to shareholders, he highlighted vulnerabilities in leveraged corporate debt, the challenges of refinancing at elevated rates, geopolitical shocks from the Iran conflict, and risks of […]
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ENB Pub Note: This article was originally posted on the California Globe, and we highly recommend reading their site. We will be covering this opinion on the Jones Act on the next Energy News Beat Stand Up. California put itself in a dangerous position by relying heavily on expensive foreign oil rather than prioritizing American-made […]
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The Wall Street Journal recently captured Germany’s predicament with brutal clarity in pieces like “Germany’s Slow Industrial Suicide.” A LinkedIn post by Doug Sheridan amplified the editorial, highlighting how green mandates, Net Zero zeal, and the Energiewende have delivered deindustrialization instead of the promised green nirvana. The ironic title nails it: Good intentions around climate […]
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The upstream oil and gas sector stands on the cusp of a transformative opportunity. According to fresh analysis from Rystad Energy, digitalization and artificial intelligence could generate nearly $500 billion in cumulative value for Exploration & Production (E&P) companies between 2026 and 2030. This windfall would come through three main levers: cost reductions via more […]
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