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Critical Minerals

Europe Has Rare Earth and Critical Minerals, But Is at China’s Mercy Just Like Everyone Else

November 19, 2025 Clark Savage

In a world increasingly dependent on rare earth elements and critical minerals for everything from electric vehicles to wind turbines and defense technologies, Europe finds itself in a precarious position. Despite boasting significant deposits across […]

ENB Pub Note

Japan Might Challenge China Sooner Than Expected – Andrew Korybko

November 19, 2025 Clark Savage

ENB Pub Note: This is an outstanding article from Andrew Korybko’s Substack newsletter, and he has some great points about Japan and China. The one concern I have about Japan is its debt structure, and […]

AI

Data Centers Are Concentrated in a Handful of States, and Here’s What’s Happening to Electricity Prices

November 17, 2025 Clark Savage

In the era of AI-driven innovation and cloud computing dominance, data centers have become the unsung powerhouses of the digital economy. But this boom comes at a cost—literally. Concentrated in just a few states, these […]

AI

Chevron’s Future: Why the CEO Is All In

November 17, 2025 Andy Del Prado

The world needs trillions of dollars just to meet normal decline curves, and we are tracking the oil and gas businesses’ returns to investors as consistent compared to renewable energy sources. Consumers and investors want […]

U.K.
AI

Labour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn Porter

November 16, 2025 Clark Savage

In a recent op-ed for The Telegraph, energy analyst Kathryn Porter laid bare a stark reality for the UK’s Labour government: the ambitious pursuit of AI-driven economic growth is fundamentally at odds with the rigid […]

Big Oil Companies

Sweden’s Pension Funds Face Eye-Watering Losses After Investing Heavily in Net Zero Projects

November 15, 2025 Clark Savage

In a stark warning to global investors chasing the green dream, Sweden’s pension funds are reeling from massive financial setbacks tied to ambitious net-zero initiatives. Once hailed as pioneers in sustainable investing, these funds poured […]

AI

Location, Location, Location: Why Drilling Success Depends on the Basin – ENB Weekly Recap

November 15, 2025 Andy Del Prado

Weekly Daily Standup Top Stories U.S. Drilling Programs Are Resilient, but It Depends on the Location November 6, 2025 Clark Savage In the ever-volatile world of energy markets, U.S. oil and gas producers are demonstrating remarkable […]

Electric Vehicles

China’s EV Market is Imploding, and is in Need of a Defibrillator

November 14, 2025 Clark Savage

The electric vehicle (EV) sector in China, once hailed as a global powerhouse driving the green energy transition, is now facing a severe crisis characterized by oversupply, cutthroat competition, and mounting financial losses. This downturn […]

Electric Vehicles

Electric School Bus is FUBAR in Montgomery County, MD. Is this a global trend?

November 13, 2025 Clark Savage

In the push toward a greener future, electric school buses have been touted as a win for the environment, public health, and long-term savings. But in Montgomery County, Maryland, the reality has been anything but […]

Crude Oil News

Ukraine Claims New Strike on Russia’s Saratov Refinery

November 11, 2025 Clark Savage

In a bold escalation of its campaign against Russia’s energy infrastructure, Ukraine has claimed responsibility for a drone strike on the Saratov Oil Refinery in Russia’s Volga region overnight on November 11, 2025. This marks […]

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