Weekly Daily Standup Top Stories Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? October 19, 2025 Clark Savage In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine […]
Continue ReadingIn this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Wasif Latif, President of Sarmaya Partners, to explore the “Return to Tangibles” investment thesis. Latif explains why commodities like gold, silver, copper, and platinum are outperforming tech stocks and bonds in today’s market. He breaks down the geopolitical catalysts, surging industrial […]
Continue ReadingThe United States continues to solidify its position as a global energy powerhouse, with crude oil production reaching record highs amid robust domestic demand for petroleum products. As of 2025, U.S. oil output is forecasted to average 13.53 million barrels per day (mb/d), building on the momentum from 2024\’s 13.24 mb/d. This surge is largely […]
Continue ReadingOil prices surged nearly 5% on Thursday, October 23, 2025, following the imposition of new U.S. sanctions on Russia\’s two largest oil companies and amid escalating Ukrainian drone strikes on energy infrastructure. Benchmark U.S. crude climbed 4.9% to $61.35 per barrel, while Brent crude rose about 5.4% to nearly $66 a barrel. This spike reflects […]
Continue ReadingDaily Standup Top Stories EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats October 22, 2025 Clark Savage In an escalating tension over global energy trade, the European Union’s push for stringent climate and sustainability regulations has drawn sharp rebukes from major LNG suppliers, the United States, and Qatar. Both […]
Continue ReadingOverview of Rig Counts The latest data from Baker Hughes indicates that drilling activity in the United States remains relatively stable amid fluctuating oil prices. As of the week ending October 17, 2025, the total U.S. rig count stood at 548, marking an increase of 1 rig from the previous week. This includes 418 oil […]
Continue ReadingIn a rapidly evolving energy landscape, the latest insights from McKinsey\’s Global Energy Perspective 2025 paint a sobering picture for those banking on a swift transition to renewables. Despite aggressive global efforts to curb emissions, fossil fuels are projected to retain a dominant role in the world\’s energy mix well beyond 2050, accounting for 41-55% […]
Continue ReadingDaily Standup Top Stories Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? October 19, 2025 Clark Savage In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine conflict […]
Continue ReadingIn the escalating trade tensions dubbed the \”Trump Tariff Wars,\” China finds itself at a pivotal crossroads. For decades, Beijing has navigated the global stage with a dual narrative: projecting itself as a rising superpower domestically while leveraging its \”developing country\” status abroad to secure subsidies, lower tariffs, and delayed international obligations. This strategy allowed […]
Continue ReadingIn the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine conflict could drive oil prices down toward $50 per barrel, accelerating an already emerging supply surplus. This comes amid reports of a \”billion-barrel flotilla\” signaling the long-awaited […]
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