ENB Pub Note: This is an interesting article from Andrew Korybko\’s Substack newsletter. We recommend subscribing as he has an interesting look into geopolitical aspects. Stu Turley believes that when the Russia-Ukraine war is over, new trading blocs will form, and Russia will be at the forefront of them. India is very important to the […]
Continue ReadingIn the global race toward a sustainable future, China stands out as a powerhouse in renewable energy deployment. With record-breaking installations of solar panels and wind turbines, the nation has positioned itself as a leader in the \”clean energy\” revolution. However, beneath this green facade lies a stark reality: China\’s renewable sector is heavily reliant […]
Continue ReadingThe global energy crisis has exposed vulnerabilities in supply chains, driving up prices and underscoring the fragility of overreliance on imports. Energy security, once a secondary concern, is now a cornerstone of national policy, ensuring stable access to affordable resources amid disruptions. Countries are turning inward, ramping up domestic production to shield economies from external […]
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There is a lot to unpack today, but if you want to make money, Silver, and Nat Gas are at the top of the list. The JP Morgan story with their silver problem is a wild ride for silver miners, and if you are looking to make some money, I show you the tools I […]
Continue ReadingIn a rapidly escalating geopolitical drama, U.S. President Donald Trump has issued a stark warning to Canada: proceed with a new trade partnership with China, and face a blanket 100% tariff on all goods entering the United States. This threat comes on the heels of Canadian Prime Minister Mark Carney\’s announcement of a strategic agreement […]
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On this episode of the Energy News Beat Stand Up, I cover the key issues around Davos, Greenland, and some investing stories around Oil Field Service Companies, and why this is important. The main topics discussed in this podcast are: 1. President Trump’s speech at the World Economic Forum in Davos, where he promoted America’s […]
Continue ReadingAs an energy-rich nation with the fourth-largest proven oil reserves in the world, Canada paradoxically continues to import billions of dollars\’ worth of crude oil annually. This irony was recently highlighted in a viral X post by MP Bob Zimmer (@bobzimmermp), who delivered a speech at the BC Natural Resources Forum, decrying the absurdity of […]
Continue ReadingIran’s crude production is expected to remain stable near 3.2 million bpd, with protests posing limited short-term risk to upstream operations. Heavy discounting to China and costly sanctions-evading logistics mean Iran captures only about two-thirds of benchmark oil prices. Chronic underinvestment, late-life fields, and the near depletion of the National Development Fund are undermining the […]
Continue ReadingIn a significant shift for global energy markets, Vitol, the world\’s largest independent oil trader, has begun offering Venezuelan Merey heavy sour crude to Chinese refiners at a narrowed discount of approximately $5 per barrel to ICE Brent. This move comes amid broader changes in Venezuela\’s oil sector following the U.S.-led capture of former President […]
Continue ReadingIn a bold escalation of its campaign against illicit oil trading, the United States has seized yet another vessel from the shadowy \”dark fleet\” — a network of aging tankers that evade international sanctions to transport crude from rogue regimes. The latest capture, the MT Veronica, marks the sixth such interdiction in recent weeks under […]
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