Trump\’s $500B Stargate

Daily Standup Top Stories U.S. Sanctions Trigger Russian Oil Exodus January 22, 2025 Mariel Alumit New US sanctions have led to a significant reduction in Russian oil exports as traders halt offers. Indian refiners, including Bharat Petroleum, are struggling to secure Russian oil for March delivery. Standard Chartered predicts that […] Trump unveils $500 billion AI ‘Stargate’ […]

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U.S. Sanctions Trigger Russian Oil Exodus

New US sanctions have led to a significant reduction in Russian oil exports as traders halt offers. Indian refiners, including Bharat Petroleum, are struggling to secure Russian oil for March delivery. Standard Chartered predicts that the sanctions will remove more Russian barrels from the market and lead to higher oil prices. Middlemen who supply Russian […]

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IEA Predicts Gas Shortage in 2025

Daily Standup Top Stories IEA says global gas markets set to remain tight in 2025 January 21, 2025 Mariel Alumit Global natural gas markets are set to remain tight in 2025 as demand continues to rise, and supply expands more slowly than before the pandemic and energy crisis, according to a new report by the […] Trump […]

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EU Admits Russian Gas

Daily Standup Top Stories Oil Prices Fall Ahead Of Trump Inauguration January 20, 2025 Mariel Alumit Oil prices fell as traders await clarity on President-elect Donald Trump’s policy agenda. Banks are gearing up for oil prices to fall below $60 a barrel by the middle of Trump’s term. Standard Chartered predicts […] UK Nuclear Power Ambitions Hampered […]

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Shale Capital Discipline

Daily Standup Top Stories U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric January 19, 2025 Clark Savage US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency […] Days before Trump takes […]

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China and India Scramble for Crude as Sanctioned Russian Tankers Turn Back

By Julian Lee, Serene Cheong and Alex Longley (Bloomberg) — The most aggressive Western sanctions imposed on Russia’s oil sector since Moscow’s 2022 invasion of Ukraine threaten to disrupt global supply as buyers — led by China and India — scour the Middle East for alternative suppliers. Some estimates suggest the measures could halve Russian oil exports […]

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