ENB Pub Note: President Trump\’s team still does not understand what motivates President Putin to end the war. In the following article from Bloomberg, President Trump oddly says that low oil prices will bring President Putin to the table. I disagree; he has made money at lower than market rates for years. He trades in […]
Continue ReadingENB Pub Note: This is an excellent article from Irina Slav at Oilprice.com. I like the phrase \”Embracing the Glut to Win the Long Game.\” You must also subscribe to Irina\’s Substack. She is right on the money, and it adds validity to Josh Young\’s opinion that the longer oil prices are low, the more they will […]
Continue ReadingENB Pub Note: As Michael has brought this up in the podcast, this is a timely note from EuropeOffshore. Here are some of the details that were left out of the article. There are two big questions. Will they merge, then move to the U.S.? Or will BP just get listed on the NYSE so […]
Continue ReadingENB Pub Note: When the United States or China need additional money, they just print more than what they need. That system is set up for failure, but when Russia, Iran, Iraq, and other OPEC+ members need extra cash, they drill more and throw the product on a dark fleet tanker to avoid sanctions. The […]
Continue ReadingIn this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley welcomes back author Terry Etam to discuss U.S.-Canada trade tensions, the impact of tariffs, Canada\’s energy potential, critical mineral strategies, and the future of oil, gas, and nuclear energy. They tackle political challenges, the dangers of rail transport for oil, and the urgent need […]
Continue ReadingThis was a fun podcast with George McMillan and co-hosted by David Blackmon to be published on our two podcast channels. This is absolutely critical that we understand from George McMillan’s papers and interviews on Energy News Beat that the Trump Administration does not have all the information it needs to end the Ukraine/Russian conflict. […]
Continue ReadingThis is a huge story. President Trump posted on Truth Social the following: Trump on Iranian Oil: stop buying it NOW pic.twitter.com/9CIBhVNjLD — Josh Young (@Josh_Young_1) May 1, 2025 First, let’s look into who is buying and how much oil Iran is shipping. In 2025, Iran\’s oil exports, despite facing extensive U.S. sanctions, have continued […]
Continue ReadingRobert Bryce stops by the Energy News Beat and The Energy Question podcasts to discuss the energy crisis, blackouts, and their causes in Spain. This is a huge warning sign for the grid operators and hopefully a wake-up call. Join Robert, David Blackmon, and Stu Turley as we discuss the financial causes and impacts of […]
Continue ReadingThe US Department of the Treasury’s Office of Foreign Assets Control (OFAC) has targeted three vessels and their owners for allegedly providing support to the Houthis. Marshall Islands-registered Zaas Shipping & Trading facilitated the delivery of LPG to the Houthi-controlled port of Ras Isa using the San Marino-flagged Tulip BZ. The Tulip BZ has also […]
Continue ReadingENB Pub Note: This article by Charles Kennedy for Oilprice.com makes some excellent points. I still feel that energy, Utility, critical minerals, oil, and gas are still good investments. There are some great deals available, and I have conducted several insightful interviews with CEOs discussing the benefits of investing in energy commodities. Wind, solar, and […]
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