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AI

Wall Street Found Big Oil. Who Would Have Thought? – ENB Weekly Recap

October 4, 2025 Clark Savage

Weekly 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 […]

AI

What the U.S. Government Shutdown Means for the U.S. Energy Markets

October 2, 2025 Clark Savage

Wall Street rediscovers that oil and gas are a much better market than renewables. The world is short Trillions of dollars of investments just to meet decline curves, and the oil and gas companies in […]

AI

Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

October 1, 2025 Clark Savage

In a rapidly evolving energy landscape, major oil companies are shedding weight to stay competitive amid fluctuating crude prices, mergers and acquisitions, and technological disruptions. As highlighted in a recent Wall Street Journal piece, giants […]

BP Appoints New Chairman with Experience of Relocation to New YorkBP to Cut 6,000 Jobs in Another Business Review
Big Oil Companies

BP Pushes Oil Demand Peak to Mid-2030s – Irina Slav

September 30, 2025 Clark Savage

The company now sees global oil demand peaking in the mid-2030s instead of before 2030. BP: declines are coming only gradually, driven by efficiency gains and EV adoption but offset by petrochemicals. Under BP’s “Current […]

Big Oil Companies

Big Oil Has Benefited from the Financial Discipline Imposed by ESG and what this means to investors

September 29, 2025 Clark Savage

In recent years, the environmental, social, and governance (ESG) movement has reshaped the investment landscape for the oil and gas industry. While ESG criteria often cast fossil fuels in a negative light, making them nearly […]

TotalEnergies
Big Oil Companies

TotalEnergies Cuts CapEx by Over a Billion Dollars, Mostly in Renewables

September 29, 2025 Clark Savage

In a move signaling a strategic pivot amid rising debt and fluctuating energy markets, TotalEnergies has announced significant reductions in its capital expenditure (CapEx), with cuts exceeding $1 billion annually starting in 2026, and earlier […]

Big Oil Companies

Global Oil Majors Return to Frontier Exploration for Growth

September 24, 2025 Clark Savage

Global oil and gas majors are increasingly focusing on frontier regions and technically challenging areas to find new conventional oil and gas, driven by shrinking reserves and rising demand. Companies like ExxonMobil, TotalEnergies, Chevron, BP, […]

Venture Global
Big Oil Companies

U.S. Oil Giants Bet Big On European LNG Trading Strategies

September 22, 2025 Clark Savage

In the wake of geopolitical shifts and Europe’s ongoing quest for energy security, U.S. oil supermajors are ramping up their presence in the liquefied natural gas (LNG) market. Companies like ExxonMobil and Chevron are expanding […]

Big Oil Companies

OPEC Plus Add It Again – ENB Weekly Recap

September 13, 2025 Clark Savage

Weekly Daily Standup Top Stories Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility September 5, 2025 Clark Savage In a significant step toward advancing the U.S. nuclear energy sector, Oklo Inc. (NYSE: OKLO) has […]

Botas
Finance

Botas pens three-year LNG supply deals with BP, Shell, and Eni

September 11, 2025 Clark Savage

Turkey’s Energy Minister Alparslan Bayraktar said via his social media channels that the deals were signed on Tuesday during the Gastech exhibition and conference, currently being held in Milan, Italy. Under the agreement with BP, […]

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