Daily Standup Top Stories How a Chinese AI Startup Just Shook the Tech Market Amid Security Concerns January 28, 2025 Clark Savage January 27, 2025 – The tech landscape was rocked today as shares of several major U.S. tech companies plummeted due to the introduction of DeepSeek, a Chinese AI startup whose chatbot rivals established American models […]
Continue ReadingWeekly 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 […]
Continue ReadingDaily 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 […]
Continue ReadingBrent up 1.3%, WTI adds 1.7% in the week Concerns about more supply disruptions as Trump returns to power Potential halt to Houthi attacks on shipping in focus after Gaza ceasefire deal US oil rig count falls by two HOUSTON, Jan 17 (Reuters) – Oil prices settled lower on Friday but notched their fourth straight […]
Continue ReadingBy Julian Lee, Serene Cheong and Alex Longley (Bloomberg) — The most aggressive Western sanctions imposed on Russia’s oil sector since Moscow’s 2022 invasion of Ukraine threaten to disrupt global supply as buyers — led by China and India — scour the Middle East for alternative suppliers. Some estimates suggest the measures could halve Russian oil exports […]
Continue ReadingDaily Standup Top Stories What do oil and gas exports mean to the Russian economy? How will the new Biden Sanctions play with President Trump’s negotiations? January 12, 2025 Clark Savage ENB Pub Note: The following article is an excellent summary from Alexandra Prokopenko and Alexander Kolyandr about what the oil and gas exports mean to […]
Continue ReadingDaily 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 […]
Continue ReadingDaily Standup Top Stories Ukraine tried to sabotage Russian gas supply to Türkiye – Moscow January 13, 2025 Mariel Alumit A drone attack has been thwarted at a key compressor station, the Defense Ministry has said Ukraine has launched an unsuccessful drone attack on Russian energy infrastructure which delivers natural gas to Türkiye , […] Tougher […]
Continue ReadingChinese and Indian refiners will source more oil from the Middle East, Africa and the Americas, boosting prices and freight costs, as new US sanctions on Russian producers and ships curb supplies to Moscow\’s top customers, traders and analysts said. The US Treasury on Friday imposed sanctions on Russian oil producers Gazprom Neft and […]
Continue Reading
Daily Standup Top Stories Chevron Targets $6-8 bln In Free Cash Flow Growth By 2026 January 8, 2025 Clark Savage Chevron Corp.(NYSE:CVX) is well positioned to grow its free cash flow by $6 billion to $8 billion by next year, and lower expenses by “a couple billion dollars,” Chevron CEO Michael Wirth announced on Wednesday. America’s second […] Salt […]
Continue Reading