Daily Standup Top Stories Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow? June 2, 2025 Clark Savage It has been clear for well over 6 months that President Trump does not have the information he needs to end the war in Ukraine, and we are watching peace slip through his fingers, which […] Trump […]
Continue ReadingRecent projections from Goldman Sachs indicate that OPEC+ is likely to conclude its series of production increases in August 2025, marking a significant shift in global oil supply dynamics. This forecast, based on Goldman’s analysis of market conditions and OPEC+ strategies, suggests a tightening of oil markets in the near term, with far-reaching implications for […]
Continue ReadingWeekly Daily Standup Top Stories Where Are Oil Prices Headed in 2025 and Beyond? Goldman Sachs’ Bearish Outlook Meets Rising Demand Well economics matters May 27, 2025 Clark Savage Source: The Crude Truth Substack Oil well economics matters at all times, but it has now become the difference between profitability and incurring a loss. Goldman Sachs […]
Continue ReadingDaily Standup Top Stories Trump Administration Fast-Tracks Utah Uranium Mine, Signals Robust Push for Critical Minerals May 27, 2025 Clark Savage Today, I had the privilege of visiting with Robert Bryce,  (David Blackmon) Energy Transition Absurdities, and Douglas C. Sandridge  about President Trump’s executive orders on nuclear energy. That podcast transcript and video will be published on Friday. We covered the great […] […]
Continue ReadingSource: The Crude Truth Substack Oil well economics matters at all times, but it has now become the difference between profitability and incurring a loss. Goldman Sachs has doubled down on its bearish oil price forecast through 2026, projecting Brent crude at $56 per barrel and West Texas Intermediate (WTI) at $52 by next year, […]
Continue ReadingWeekly Daily Standup Top Stories Trump Tariffs Threaten UK Economic Stability April 6, 2025 Clark Savage Donald Trump’s imposition of new tariffs has triggered fears of a global trade war, with the UK facing a 10% tariff on all goods and potential economic stagnation. Economists and analysts are divided on the […] Trump Threatens 50% More China […]
Continue ReadingDaily Standup Top Stories Data Center Boom Sparks Utility Spending—But How Real Is the Demand? April 9, 2025 Clark Savage ENB Pub Note: AI and data centers will have a profound impact on energy demand. Look for them to be built in Republican states with energy-friendly policies and near natural gas pipelines. And as of […] How […]
Continue ReadingOil prices have crashed to their lowest point since 2021 due to the escalating US-China trade war. Analysts fear the trade war will lead to a global recession, significantly reducing oil demand. The oil price slump puts pressure on OPEC+, potentially leading to a reversal of their recent production increase. Crude oil prices slumped to […]
Continue ReadingDaily Standup Top Stories Trump and Putin Conclude Phone Call as US Pushes Ceasefire March 18, 2025 Clark Savage ENB Pub Note: While Putin is saying that Ukraine cannot receive more munitions and weapons for the ceasefire, it appears there was a positive dialogue. The loser in this process is the Left-leaning EU. I […] Buried fortune: […]
Continue ReadingDaily Standup Top Stories Is Israel Waiting For The U.S. Elections To Make Its Biggest Move Against Iran? October 7, 2024 Stu Turley Israel faces mounting pressure to strike Iran’s nuclear facilities amid escalating missile attacks, with Tehran now reportedly possessing enough material for three nuclear warheads. Discussions at high levels suggest that Russia may be […]
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