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 after the sanction removal. I have a different perspective […]
Daily 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 […]
ENB Pub Note: Excellent article from Tsvetana Paraskova for Oilprice.com. This brings up a talking point that I have been tracking. When the U.S. or other countries need extra money, they just print it, and […]
ENB Pub Note: This is an excellent time to talk about the fundamentals of the global oil and gas market. For years, the fundamentals were impacted by imperfect reporting from different sources, sanctions and weaponization […]
Daily Standup Top Stories Trump to sign executive orders aimed at reviving coal April 8, 2025 Clark Savage President Donald Trump is preparing to sign executive orders Tuesday to bolster the coal industry, including using his […]
Trump’s sweeping tariffs and China’s retaliation triggered a sharp drop in oil prices. The oilfield services sector is particularly vulnerable, facing reduced demand and profit margins due to falling oil prices, higher import costs, and […]
Daily Standup Top Stories Trump Threatens 50% More China Tariffs, Teases Talks With Others April 7, 2025 Clark Savage President Donald Trump threatened to slap additional 50% import taxes on China, while readying negotiations with Japan and Israel, […]
Oil continued its downward trajectory on Monday afternoon, with the stock market briefly reversing losses after CNBC reported the White House was considering a 90-day pause in tariffs for everyone except China. Oil prices barely […]
ENB 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 […]
OPEC+ agreed to make a larger than expected oil supply hike in May, deepening the slump in oil prices triggered by President Donald Trump’s tariffs. The group led by Saudi Arabia and Russia will add 411,000 […]
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