Daily Standup Top Stories Is the Trump Tariff War with China Over, and What Is the Final Impact to Investors? June 11, 2025 Clark Savage The U.S.-China trade war, a rollercoaster of tariffs, retaliations, and negotiations, has been a defining issue for global markets since President Donald Trump’s first term. With recent developments signaling a potential […]
Continue ReadingIn a significant setback for Nigeria’s fiscal ambitions, negotiations for a record-breaking $5 billion oil-backed loan from Saudi Aramco have hit a wall, with falling crude oil prices casting a shadow over the deal. This development, first broached during a November 2023 meeting between Nigerian President Bola Tinubu and Saudi Crown Prince Mohammed bin Salman […]
Continue ReadingThe European Union is rolling out its 18th sanctions package against Russia, and this time, it’s aiming straight for the heart of Moscow’s energy sector. With a proposed ban on the Nord Stream pipelines and a tighter $45-per-barrel cap on Russian oil (down from $60), the EU is doubling down on its strategy to choke […]
Continue ReadingDaily Standup Top Stories Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff June 9, 2025 Clark Savage The U.S. clean energy sector, once hailed as the future of sustainable growth, is teetering on the brink of a financial precipice. A wave of high-profile bankruptcies among solar companies in 2024 […]
Continue ReadingAs we examine investments in the energy markets, I consider trends, supply, demand, and opinions from energy leaders with an excellent track record. I have included two posts on X from Josh Young of Bison Interests, and he makes some excellent points. I highly recommend following him on X, and LinkedIn. Introduction In May 2025, […]
Continue ReadingDaily Standup Top Stories DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn June 7, 2025 Clark Savage ENB Pub Note: This article from David Blackmon is fantastic on The Daily Caller. We recommend following him there and on his Substack The Energy Absurdity Turley’s Law is alive and well. The more […]
Continue ReadingIs Oil & Gas Right for Your Portfolio? China’s energy landscape is a study in contrasts: the world’s largest coal consumer and carbon emitter, yet also the global leader in renewable energy deployment. As Western nations pursue ambitious Net Zero targets, often at significant economic cost, China has capitalized on this movement by exporting clean […]
Continue ReadingWeekly Daily Standup Top Stories Why Hasn’t Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats June 1, 2025 Clark Savage I have been discussing this for months on the Energy News Beat Podcast, and the secondary sanctions on China and India’s refineries would undoubtedly cause havoc in […]
Continue ReadingDaily Standup Top Stories How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG project June 4, 2025 Mariel Alumit The Alaska LNG Project: A Mega-Project for Energy Security and Economic Growth The Alaska LNG Project is a proposed liquefied natural gas (LNG) export initiative aimed at tapping into […]
Continue ReadingAs global energy markets navigate a complex landscape of geopolitical pressures, demand fluctuations, and supply dynamics, the Organization of the Petroleum Exporting Countries and its allies (OPEC+) remain pivotal in shaping oil prices and supply. In 2025, OPEC+ is set to gradually unwind voluntary production cuts of 2.2 million barrels per day (b/d), with a […]
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