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HomeOpinion

Opinion

Elon Musk - If he gets it - it has to be right -ENB
Commodities

Too little, Too late and in the wrong direction. How will the the actions of the U.S. administration will hurt investors and consumers?

March 7, 2022 Stu Turley

A friend told me that his dad lost his four best friends in dog fights over the skies of North Vietnam during the Vietnam War in the F4 Phantom. A common term was “Buckle Up, […]

crude oil - pipe
Crude Oil News

Two Oil Price Scenarios: One Bad, And One Catastrophic

March 6, 2022 Andy Del Prado

This is the key point that JPMorgan’s commodity strategist Natasha Kaneva makes in a research note earlier today, in which she notes that while the US and its allies have so far stopped short of […]

Blackrock Executives
ESG

BlackRock: A Buy If You’re Bullish On Passive Investing And ESG -“But should energy companies act like energy companies?”

March 6, 2022 Stu Turley

BlackRock is the world’s largest asset manager, with over $10T in AUM. Shares have sold off more than 20% and are starting to get closer to fair value. BlackRock’s CEO, Larry Fink, is one of […]

Pakistan's Prime Minister Imran Khan
ENB Pub Note

Pakistan PM flies to Moscow to advance pipeline project – an example of Russia’s insulation from sanctions

February 23, 2022 Stu Turley

ENB Publishers Note: Nice article from Reuters that documents one of the key reasons sanctions won’t deter Putin. When countries rely on importing energy from Russia, they will even look for contractors that are not […]

Russian 7-72 Tanks -on the front line
ENB Pub Note

No proof of Russian troop withdrawal – That’s because he is going to annex the top of the Crimea Peninsula

February 16, 2022 Mariel Alumit

There is a great chess match going on in eastern Europe. Putin is taking the opportunity of a lifetime to gain control of the Crimea peninsula from Kakhovka to Berdiansk. This extension to his Crimea […]

Dane Gregory - Enverus -ENB
ENB Podcast

What is in store for the energy commodities in 2022? We talk to Enverus to find out.

February 15, 2022 Stu Turley

What is going to drive the 2022 energy markets? Well, Dane tells us. There are vast amounts of data that Enverus evaluates before making market predictions. If you need to make a decision in the […]

Andrew Dittmar - Enverus - M&A activity in the energy market
ENB Podcast

U.S. Upstream M&A Update From Enverus – The ENB Podcast with Andrew Dittmar

February 1, 2022 Mariel Alumit

This was a fun M&A update with Andrew Dittmar, Director, Enverus. You have heard the old phrase: “Friends don let friends make decisions without data”. I have added on the phrase “If you need data […]

Earlier Than Ever European Gas Storage Is Half-Empty -ENB
Industry Insights

Earlier Than Ever, European Gas Storage Is Half-Empty

January 14, 2022 Mariel Alumit

On Christmas eve, Gazprom, the Russian state-owned natural gas giant, tweeted a rather unfestive message: Gas inventories in Europe were depleting quickly. Since then, Gazprom has been reminding the world of the trend every few days. “It […]

Cooling towers release water vapor beyond high tension electricity lines at the Nogent nuclear power plant in Nogent-sur-Seine, France, Dec. 21, 2021. -ENB
Industry Insights

A European Revelation on Climate – The EU admits nuclear and natural gas are part of the energy solution.

January 4, 2022 Mariel Alumit

ENB Publishers Note: Last year when the COP26 snuck the language that it was approving natural gas and nuclear as a necessary part of the migration to renewables, and they had the same language that […]

BHP Mining - ENB-
ENB Pub Note

Environmentally sustainable will require a lot more natural resources – The irony is not really funny.

December 4, 2021 Stu Turley

ENB Publishers Note: Doug Sheridan on LinkedIn writes the following is an opinion piece that has a lot of great talking points and you should connect with Doug. His LinkedIn is here:  The WSJ writes, […]

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