Daily Standup Top Stories How would a Nuclear Deal with Iran impact the global oil markets? Can OPEC+ acctually enforce production limits is the second part of that question. While examining the headlines of other publications, it is interesting to consider the potential impact of the 1-2 million barrels per day returning to the market […]
Continue ReadingDaily Standup Top Stories Critical Minerals are not the problem that China controls. It is the processing of the mineral ore that they control. April 21, 2025 Clark Savage Examining the energy markets today, we must consider the tariff war currently underway between the United States and the rest of the world. Make no mistake, this […]
Continue ReadingDaily Standup Top Stories Data Center Boom Sparks Utility Spending—But How Real Is the Demand? April 9, 2025 Clark Savage ENB Pub Note: AI and data centers will have a profound impact on energy demand. Look for them to be built in Republican states with energy-friendly policies and near natural gas pipelines. And as of […] How […]
Continue ReadingENB Pub Note: This article first ran on The Crude Truth Substack by Rey Trevino here: https://crudetruth.substack.com/p/what-is-impacting-oil-prices-today. I agree with the article and the author, but what do you think? Do you think Saudi Arabia can control production, or will it just give up? When countries that can just print money do it, what is […]
Continue ReadingENB Pub Note: This article is from Andrew Korybko\’s newsletter and has some great points. I recommend following and subscribing to his Substack: https://korybko.substack.com/p/zelensky-has-no-feasible-alternative. We need to look at news from all sources and countries to get a fundamental understanding of what is going on in our world. Our government and mainstream media do not […]
Continue ReadingDaily Standup Top Stories A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center – WSJ April 2, 2025 Clark Savage ENB Pub Note: Interesting article from the WSJ. They bring up some interesting points and confirm my bullish sentiment on natural gas. But what is missing is the bigger question […]
Continue ReadingWeekly Daily Standup Top Stories The UK’s Heathrow Power Outage sheds light on Net Zero Policies March 21, 2025 Clark Savage Net Zero has forced global financial and companies to become carbon-neutral. But the why is only one question that we will tackle on another day. Today, let’s look at the energy policies that countries force […] […]
Continue ReadingDaily Standup Top Stories South Dakota Bans Using Eminent Domain For Carbon Dioxide Pipelines March 12, 2025 Stu Turley South Dakota Governor Rhoden signed a bill banning eminent domain for carbon capture pipelines, protecting landowners’ property rights. Republican South Dakota Governor Larry Rhoden signed a bill Thursday banning the use of eminent domain for […] Trump Tariffs […]
Continue ReadingDaily Standup Top Stories Venezuela Stops Taking US Deportees After Trump Orders Chevron Out March 11, 2025 Clark Savage ENB Pub Note: We kind of need the Canadian heavy oil sands more now – just saying. In 2023, Chevron’s joint ventures with Venezuela’s state oil company, Petróleos de Venezuela S.A. (PDVSA), were producing approximately […] ‘Strangling Our […]
Continue ReadingDaily Standup Top Stories UK Oil & Gas: Too Legit to Quit, Even for Labour March 10, 2025 Mariel Alumit The Labour government under Keir Starmer has upheld its promise to halt new oil and gas exploration but is now allowing tiebacks—connecting new reserves to existing fields. The government has decided not to renew the […] Whitecap […]
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