Weekly Daily Standup Top Stories Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron November 15, 2025 Clark Savage In a landscape where energy markets are grappling with uncertainties around oversupply and the push toward renewables, Chevron CEO Mike Wirth stands firm in his optimism for the oil and gas sector. Speaking […]
Continue ReadingThe Loan is a great thing for consumers and the United States It is interesting to see the backlash on the people not supporting the loan to get a nuclear reactor back online, when it is a great business loan. The US Government will make money, while the consumers will be insulated from prices at […]
Continue ReadingENB Pub Note: This article is from The Merchants News Substack by Giacomo Prandelli, and I had an outstanding conversation with him while he was in Switzerland. I love talking to people from around the world about energy. We recommend subscribing to his Substack, and I have scheduled an interview with him on the Energy […]
Continue ReadingIn the intricate dance of global energy markets, China has emerged as a pivotal player, effectively establishing both a floor and a ceiling for crude oil prices through its strategic imports and stockpiling activities. As the world\’s largest oil importer, China\’s decisions ripple across international markets, absorbing surpluses when prices dip and scaling back when […]
Continue ReadingAs global energy markets grapple with persistent warnings of an impending oil glut in 2025 and 2026, strong demand signals from Asia\’s two giants—China and India—are providing critical support to crude prices and challenging oversupply narratives. Despite forecasts from agencies like the International Energy Agency (IEA) projecting surpluses of up to 2-4 million barrels per […]
Continue ReadingWeekly Daily Standup Top Stories U.S. Drilling Programs Are Resilient, but It Depends on the Location November 6, 2025 Clark Savage In the ever-volatile world of energy markets, U.S. oil and gas producers are demonstrating remarkable staying power amid oil prices hovering around $60 per barrel—a level that’s uncomfortably close to breakeven for many operations. Yet, […] […]
Continue ReadingDaily Standup Top Stories COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line? November 12, 2025 Clark Savage As the confetti from the 2024 U.S. election settles and President-elect Donald Trump’s “drill, baby, drill” mantra echoes […]
Continue ReadingU.S. Drilling Programs Are Resilient, but It Depends on the Location November 6, 2025 Clark Savage In the ever-volatile world of energy markets, U.S. oil and gas producers are demonstrating remarkable staying power amid oil prices hovering around $60 per barrel—a level that’s uncomfortably close to breakeven for many operations. Yet, […] U.S. Natural Gas Futures Up […]
Continue ReadingIn an era where global energy dynamics are shifting, South America is emerging as a powerhouse in the oil sector, poised to drive significant growth in non-OPEC+ oil supply through 2030. According to recent analysis from Rystad Energy, the region will add over 560,000 barrels per day (bpd) of crude and condensate this year alone, […]
Continue ReadingENB Pub note: This article is from Doug Sheridan on LinkedIn, and we recommend you follow him for great information on the oil and gas markets. Ambrose Evans-Pritchard writes in the Telegraph, imagine what the world would look like today if US fracking technology and America’s drillers had not delivered the shale revolution. The West […]
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