Trump Shocks Allies

Daily Standup Top Stories US stuns European allies, opens Ukraine peace talks with Russia February 12, 2025 Mariel Alumit   BRUSSELS – Donald Trump said on Wednesday he and Vladmir Putin had agreed to open talks to end Russia’s war in Ukraine “immediately”, after his defence secretary said it was “unrealistic” that Ukraine’s pre-2014 […] Saudi Arabia’s […]

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Swiss Emission Curbs

Daily Standup Top Stories $300 Billion in Global Nuclear Energy Investment – is this in trouble because of DeepSeek February 8, 2025 Clark Savage ENB Pub Note: This is a fundamental question. Will DeepSeek lead to the cancellation of some nuclear power generation projects? What is the impact on the uranium market and the nuclear supply […]

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Week Recap: U.S. Shale Steady, Trump’s $500B AI Plan, Tight Gas Markets

Weekly Daily Standup Top Stories U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric January 19, 2025 Clark Savage US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency […] China and India […]

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Shale Capital Discipline

Daily Standup Top Stories U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric January 19, 2025 Clark Savage US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency […] Days before Trump takes […]

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U.S. Shale\’s Capital Discipline Outweighs Trump\’s Pro-Growth Rhetoric

US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump\’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency concerns. The US is already on track to meet Bessent\’s 3-3-3 hydrocarbon production target without policy changes, driven by NGLs […]

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EU-China Tensions

Daily Standup Top Stories Germany on course for longest post-war recession – data January 15, 2025 Mariel Alumit GDP contracted by 0.2% in 2024 due to soaring energy costs and weak exports, official figures show The German economy contracted for a second straight year in 2024 for the first time in more than […] The EU’s Trump-China […]

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