Daily Standup Top Stories How Republicans got roped into a deal that keeps the IRA—and why there’s still time to fix it May 19, 2025 Clark Savage ENB Pub Note: This article is from Alex Epstein’s Substack, and I highly recommend subscribing and supporting his work here: Energy Talking Points by Alex Epstein. I have interviewed Alex […]
Continue ReadingENB Pub Note: An excellent story from the Crude Truth Subsack, and we recommend following them. https://crudetruth.substack.com/p/iea-revised-historical-oil-demand. There are some real issues going on in the overall pricing of oil and gas in the global markets. It used to be based upon supply and demand, and I have been questioning the data for years. What […]
Continue ReadingWeekly Daily Standup Top Stories U.S. Largest Grid Operator is warning of Summer Power Shortages May 11, 2025 Clark Savage Key Points Research suggests potential summer power shortages in the U.S. grid, especially in PJM’s region, due to high demand and retiring plants. It seems likely that extreme heat could strain the grid, potentially causing […] Newsom […]
Continue ReadingDaily Standup Top Stories Saudi Arabia Spends Like Oil’s Still at $90 May 12, 2025 Clark Savage ENB Pub Note: Excellent article from Irina Slav at Oilprice.com. This article reinforces Doomberg’s comments about OPEC and its viability in the future as a cartel. Last week on the Energy News Beat podcast, he […] Republicans Push to Refill […]
Continue ReadingENB Pub Note: Excellent article from Irina Slav at Oilprice.com. This article reinforces Doomberg\’s comments about OPEC and its viability in the future as a cartel. Last week on the Energy News Beat podcast, he had stated that the oil pricing matrices have changed, and that OPEC may not be able to be a viable […]
Continue ReadingSource: The Crude Truth Substack, Rey Trevino It brings up some interesting points about an American Company helping a foreign country to overproduce their OPEC+ production quotas. We have often wondered why they were not adhering to their agreed-upon quotas, but we have to look at the individual government’s need for cash for the answer. […]
Continue ReadingMake no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, our new Secretary of Energy, on the panel. This podcast is also going out on David Blackmon’s Substack and podcast […]
Continue ReadingBeing in the oil and gas business as a family-owned exploration and production company is one of the most significant rewards I have had in my professional career. And the number one question I get is Where are the oil prices going? That is a huge question, and in the past, it was a lot […]
Continue ReadingENB Pub Note: Why is this story from Tsvetana Parsskova from Oilprice.com important? Iran first learned, then developed ways to survive United States sanctions, and was an early adopter in the Dark Fleet, also known as the Shadow Fleet. Russia then built upon the success Iran had achieved with the shadow fleet and expanded it […]
Continue ReadingDaily Standup Top Stories The steep learning curve America faces if it wants to return to previous shipyard glory days April 15, 2025 Stu Turley ENB Pub Note: Interesting article from America’s Shipyards. While we retool the 19,000 manufacturing shops that the Democrats and Republicans shipped to China, we should also look at building our commercial […]
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