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 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 a dramatic escalation of the ongoing trade tensions between the United States and China, Beijing has imposed new port fees on U.S.-linked vessels, sending shockwaves through the global oil tanker market. This retaliatory move comes in response to U.S. charges on Chinese-owned or operated ships, further complicating an already volatile energy trade landscape. As […]
Continue ReadingIn the volatile world of energy markets, recent data from the U.S. Energy Information Administration (EIA) has sent ripples through trading desks. The latest Weekly Petroleum Status Report, released on October 8, 2025, revealed a significant build in crude oil inventories for the week ending October 3, 2025. Stocks rose by 3.72 million barrels, bringing […]
Continue ReadingDaily Standup Top Stories The Current State of Critical Minerals in the US Market October 12, 2025 Clark Savage In an era defined by the push toward clean energy, electrification, and advanced technologies, critical minerals have emerged as the backbone of modern manufacturing and national security. These essential resources—ranging from lithium for batteries to […] China and […]
Continue ReadingIn a bold move amid escalating geopolitical tensions, China and Iran have formalized a significant oil-for-infrastructure agreement, effectively sidestepping U.S. sanctions through a barter system that exchanges Iranian crude for Chinese-built projects. This deal not only secures a steady oil supply for Beijing but also bolsters Tehran\’s infrastructure amid ongoing economic pressures from Washington. Details […]
Continue ReadingIn a significant escalation of economic pressure on Iran, the United States imposed a new round of sanctions on October 9, 2025, targeting over 50 entities, individuals, and vessels involved in the trade of Iranian oil and liquefied petroleum gas (LPG). This action, described by the U.S. Treasury as dismantling key elements of Iran\’s energy […]
Continue ReadingWeekly Daily Standup Top Stories Dallas Fed Survey Reveals Unrest in America’s Shale Patch September 27, 2025 Clark Savage ENB Pub Note: This article is from David Blackmon’s Substack, and we recommend subscribing. This brings up a huge discrepancy between “Drill Baby Drill” and what is actually happening in the oil and gas industry […] U.S. Shale […]
Continue ReadingIn a stark warning amid escalating geopolitical tensions, Russian President Vladimir Putin has cautioned that global oil prices could surge beyond $100 per barrel if Russian crude supplies are cut off from international markets. Speaking on the sidelines of recent discussions, Putin emphasized that the absence of Russia\’s oil would disrupt the global energy system, […]
Continue ReadingDaily Standup Top Stories Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges September 27, 2025 Clark Savage ENB Pub Note: This is an excellent article from Irina Slav on Oilprice.com. While the title says advertisers are returning to big oil, I would add investors to the list. I have written several articles […] Chinese Lithium […]
Continue Reading