Daily Standup Top Stories Energy Transition Stalls as Oil Super-Cycle Risks Return August 19, 2025 Clark Savage ENB Pub Note: This is an outstanding article from Irina Slav at Oilprice.com. She brings up some fantastic points, and for investors looking for returns, there is the precursor of an oil super-cycle looming. Stu […] What Should Investors Look […]
Continue ReadingIn the midst of ongoing peace negotiations aimed at resolving the Russia-Ukraine conflict, China has emerged as a key beneficiary in the global energy landscape. As U.S. President Donald Trump pushes for direct talks between Russian President Vladimir Putin and Ukrainian President Volodymyr Zelenskyy, the uncertainty surrounding potential sanctions relief has reshaped oil trade flows. […]
Continue ReadingENB Pub Note: This is an outstanding article from Irina Slav at Oilprice.com. She brings up some fantastic points, and for investors looking for returns, there is the precursor of an oil super-cycle looming. Stu has been a permabull, and this has all the warning signs of what to look for in investing in cycles. […]
Continue ReadingDaily Standup Top Stories Solar Shares Rise as Trump Hit to Credits Softer Than Feared August 17, 2025 Clark Savage In a surprising turn for the renewable energy sector, solar stocks have surged following the Trump administration’s latest guidance on tax credits for wind and solar projects. Released on August 15, 2025, the new rules […] Britain’s […]
Continue ReadingIn a bold push to bolster domestic energy production, the Trump administration has advanced plans to open approximately 82% of the National Petroleum Reserve-Alaska (NPR-A) to oil and gas leasing. This move, announced in June 2025, reverses restrictions imposed by the previous Biden administration and aims to unlock vast untapped resources in one of the […]
Continue ReadingThis was a crazy week on the news desk. Check out the Energy News Beat Substack on the Alaskan Summit we put out this morning. Trump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace Treaty The crazy part about Germany\’s Net Zero plans is that the UK, the EU, and […]
Continue ReadingIn a surprising turn following the high-stakes Alaska summit between U.S. President Donald Trump and Russian President Vladimir Putin, Trump announced he would delay hiking tariffs on Chinese goods. This decision stems directly from China\’s ongoing purchases of Russian oil, which Trump linked to progress made in discussions aimed at ending the war in Ukraine. […]
Continue ReadingIn a significant development for the global energy sector, Russian President Vladimir Putin has signed a decree that could pave the way for Exxon Mobil to reclaim its stake in the Sakhalin-1 oil and gas project, marking a potential thaw in U.S.-Russia energy relations amid ongoing geopolitical tensions. This move comes three years after Exxon […]
Continue ReadingAs the highly anticipated Alaska Summit between Russian and U.S. leaders kicks off on August 15, 2025, the world watches with bated breath. This historic meeting, set against the backdrop of the Arctic\’s vast energy reserves, holds the promise of thawing long-frozen relations strained by geopolitical tensions. Beyond fostering peace, the summit could unlock significant […]
Continue ReadingI have always loved the Monty Python skits, and my favorite is Monty Python and the Holly Grail. The line \”I\’m not dead yet\” is still applicable to the United States shale and dare say \”Peak Oil Demand\”. There is a huge question of how much technology and U.S. grit can overcome the lower rig […]
Continue Reading