The global oil market is witnessing a renewed tug-of-war between OPEC+ and U.S. shale oil producers, with the cartel signaling an aggressive push to reclaim market share lost to American drillers over the past decade. As U.S. shale output nears a potential peak and OPEC+ ramps up production, the stage is set for a high-stakes […]
Continue ReadingDaily Standup Top Stories China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line? May 21, 2025 Stu Turley ENB Pub Note: The EIA released its report on selected battery trade volumes, which makes us wonder how the United States will compete for […]
Continue ReadingENB Pub Note: The global oil demand side of the pricing equation looks at India and China as the two biggest matrices for international pricing. The fact that India is rolling on high import levels, and China is looking flat, is a good thing for the demand curve. India is expected to import nearly […]
Continue ReadingENB Pub Note: The story from Irina Slav at Oilprice.com below the line is an outstanding article. She is an excellent international energy expert. I am wondering about Israel\’s attacking Iran\’s nuclear sites without hitting Iran\’s oil sites, and is this a coordinated response with the United States? Israel cannot hit Iran without the use […]
Continue ReadingDaily Standup Top Stories How Republicans got roped into a deal that keeps the IRA—and why there’s still time to fix it May 19, 2025 Clark Savage ENB Pub Note: This article is from Alex Epstein’s Substack, and I highly recommend subscribing and supporting his work here: Energy Talking Points by Alex Epstein. I have interviewed Alex […]
Continue ReadingENB Pub Note: I will interview DRW ( David Ramsden-Wood) and David Blackmon on Wednesday about this article and Trump\’s trip to the Middle East. There is a lot going on in the news cycle, and we are trying to incorporate the most correct and not-so-politically correct information. It should be a lot of fun. […]
Continue ReadingDaily Standup Top Stories Britain’s Plan to Retrain Oil and Gas Workers for Clean Energy Jobs May 18, 2025 Clark Savage ENB Pub Note: The following is an interesting article from Felicity Bradstock on Oilprice.com. Britain’s plan to create thousands of clean energy jobs for the oil and gas workers is an example of what won’t […] […]
Continue ReadingDuring President Donald Trump’s Gulf tour from May 13-16, 2025, the United States secured significant energy and technology agreements with Saudi Arabia, Qatar, and the United Arab Emirates (UAE), with a combined value exceeding $2 trillion, as announced by the White House. The visit, which included stops in Riyadh, Doha, and Abu Dhabi, focused on […]
Continue ReadingThe Trans Mountain Pipeline Expansion (TMX), operational since May 2024, has reshaped Canada’s oil market and export landscape by increasing the pipeline’s capacity from 300,000 barrels per day (bpd) to 890,000 bpd, facilitating greater access to global markets from Alberta’s oil sands to the Pacific Coast. What is very sad is the loss of the […]
Continue ReadingThe potential revival of the Iran nuclear deal, formally known as the Joint Comprehensive Plan of Action (JCPOA), and the lifting of sanctions on Iran’s oil and gas exports would likely significantly impact global oil prices, primarily by increasing supply in an already volatile market. One has to look around for alternative news sources to […]
Continue Reading