Weekly Daily Standup Top Stories Solar Shares Rise as Trump Hit to Credits Softer Than Feared August 17, 2025 Clark Savage In a surprising turn for the renewable energy sector, solar stocks have surged following the Trump administration’s latest guidance on tax credits for wind and solar projects. Released on August 15, 2025, the new rules […] […]
Continue ReadingThe global push toward net zero emissions has been a cornerstone of climate policy and investment strategy for years, but recent developments suggest a significant shift. Major banks, once vocal supporters of environmental, social, and governance (ESG) initiatives, are increasingly retreating from these commitments. This trend raises critical questions for investors in the energy sector: […]
Continue ReadingThe ongoing conflict in Ukraine has reshaped global energy dynamics, with Western sanctions on Russia diverting oil and gas flows, creating discounts, and forcing new trade patterns. But what if the war ended abruptly—say, tomorrow—and sanctions were lifted? Would oil prices crash as Russian crude floods the market? Or could prices actually rise due to […]
Continue ReadingIn the ever-volatile world of energy markets, the latest data from the U.S. Energy Information Administration (EIA) has sent ripples through the industry. For the week ending August 15, 2025, U.S. crude oil inventories experienced a significant drawdown, dropping by 6.01 million barrels—far exceeding market expectations of a modest 0.85 million barrel decline. This brought […]
Continue ReadingIn a bold move to revitalize American energy production, the Trump administration has unveiled a sweeping offshore oil and gas leasing schedule through the Department of the Interior (DOI). Announced on August 19, 2025, this initiative marks a stark reversal from the restrictive policies of the previous Biden administration, aiming to unleash domestic resources and […]
Continue ReadingDaily Standup Top Stories Energy Transition Stalls as Oil Super-Cycle Risks Return August 19, 2025 Clark Savage ENB Pub Note: This is an outstanding article from Irina Slav at Oilprice.com. She brings up some fantastic points, and for investors looking for returns, there is the precursor of an oil super-cycle looming. Stu […] What Should Investors Look […]
Continue ReadingIn the midst of ongoing peace negotiations aimed at resolving the Russia-Ukraine conflict, China has emerged as a key beneficiary in the global energy landscape. As U.S. President Donald Trump pushes for direct talks between Russian President Vladimir Putin and Ukrainian President Volodymyr Zelenskyy, the uncertainty surrounding potential sanctions relief has reshaped oil trade flows. […]
Continue ReadingENB Pub Note: This is an outstanding article from Irina Slav at Oilprice.com. She brings up some fantastic points, and for investors looking for returns, there is the precursor of an oil super-cycle looming. Stu has been a permabull, and this has all the warning signs of what to look for in investing in cycles. […]
Continue ReadingDaily Standup Top Stories Solar Shares Rise as Trump Hit to Credits Softer Than Feared August 17, 2025 Clark Savage In a surprising turn for the renewable energy sector, solar stocks have surged following the Trump administration’s latest guidance on tax credits for wind and solar projects. Released on August 15, 2025, the new rules […] Britain’s […]
Continue ReadingThis was a crazy week on the news desk. Check out the Energy News Beat Substack on the Alaskan Summit we put out this morning. Trump to Hold Off Hiking China Tariffs Over Russia Oil Purchases – Straight to Peace Treaty The crazy part about Germany\’s Net Zero plans is that the UK, the EU, and […]
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