Daily 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 ReadingWeekly Daily Standup Top Stories U.S. Largest Grid Operator is warning of Summer Power Shortages May 11, 2025 Clark Savage Key Points Research suggests potential summer power shortages in the U.S. grid, especially in PJM’s region, due to high demand and retiring plants. It seems likely that extreme heat could strain the grid, potentially causing […] Newsom […]
Continue ReadingOil prices decreased sharply following comments from President Trump indicating the U.S. is close to a nuclear deal with Iran. Iran’s officials have suggested they would consider abandoning uranium enrichment if the United States lifts economic sanctions. Recent reports of a U.S. crude oil inventory build further contributed to the downward pressure on oil prices. […]
Continue ReadingDaily Standup Top Stories Aramco plans to join Woodside’s Louisiana LNG project May 14, 2025 Mariel Alumit ENB Pub Note: This is huge. The Woodside Louisiana LNG project has a total permitted export capacity of 27.6 million tonnes per annum (Mtpa). The foundational phase, approved with a final investment decision in April […] EU sanctions target nearly […]
Continue ReadingENB Pub Note: The second-tier sanctions against the Chinese refineries may be the most effective. I included a summary on top, with the newest announcement on the bottom. The Trump administration imposed extensive sanctions on Iran, focusing on its nuclear program, oil exports, and financial systems, aiming to pressure Iran into renegotiating the 2015 nuclear […]
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