U.S. Shale\’s Capital Discipline Outweighs Trump\’s Pro-Growth Rhetoric

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 concerns. The US is already on track to meet Bessent\’s 3-3-3 hydrocarbon production target without policy changes, driven by NGLs […]

Continue Reading

Russian Economy vs. Sanctions

Daily Standup Top Stories What do oil and gas exports mean to the Russian economy? How will the new Biden Sanctions play with President Trump’s negotiations? January 12, 2025 Clark Savage ENB Pub Note: The following article is an excellent summary from Alexandra Prokopenko and Alexander Kolyandr about what the oil and gas exports mean to […]

Continue Reading
Fracking

GOP Rep Unveils Bill: No President Can Ban Fracking Without Congressional Approval

Republican Rep. August Pfluger introduced a new bill Friday that would prevent the president from banning fracking nationally without the consent of Congress. [emphasis, links added] Pfluger’s “Protecting American Energy Production Act” would explicitly require an act of Congress to impose a fracking moratorium and prevent the president from doing so directly. Several Democrats have called for […]

Continue Reading
SLB

SLB scores deepwater drilling contracts with Shell

Shell Houston-based oilfield service giant SLB has been awarded a series of drilling contracts by Shell to support energy development across its deep- and ultra-deepwater assets. The scope of the contracts will include digital directional drilling services and hardware, logging while drilling, surface logging, cementing, drilling and completions fluids, completions, and wireline services on assets […]

Continue Reading

CA Has An Orphan well problem

Daily Standup Top Stories China Could Approve 100 New Nuclear Reactors by 2035 December 4, 2024 Mariel Alumit China could keep the pace of approving at least 10 new nuclear reactors over the next 10 years, a domestic industry group says, as the country has been accelerating the approval and construction of nuclear […] Why No One […]

Continue Reading

Trump threatens BRICS

Daily Standup Top Stories Trump threatens BRICS December 1, 2024 Clark Savage ENB Pub Note: If the Biden-Harris administration had not weaponized the US Dollar in such a criminal pattern, BRICS would not have gained the traction that has been able to achieve.  Anyone looking to replace […] U.N.’s Top Court Weighs Penalties For Countries Defying Climate […]

Continue Reading

Sustainable Drill Growth

Daily Standup Top Stories Drill, Baby, Drill’ Hits Wall of Capital Restraint – More like Drill Baby Drill when fiscally responsible! November 13, 2024 Clark Savage Trump will encounter a very different mindset of shale industry executives in 2025 compared to the late 2010s. Discipline and a pragmatic approach to balancing production growth with shareholder returns […]

Continue Reading