AI
US Data Center Energy Train Wreck
Daily Standup Top Stories The U.S. Data Center Energy Train Wreck May 26, 2024 Stu Turley ENB Pub Note: I had the pleasure of interviewing Ron Miller on the podcast, and here is one of his […]
Goldman Sachs
AI
The U.S. Data Center Energy Train Wreck
ENB Pub Note: I had the pleasure of interviewing Ron Miller on the podcast, and here is one of his outstanding articles. I highly recommend following him on Linkedin. The U.S. and the world are […]
Carbon Capture
Daily Energy Standup Episode #320 – Weekly Recap: Challenges Mount: From Net-Zero Risks to Homebuilding Struggles
Daily Standup Top Stories Net Zero’s days are numbered February 24, 2024 Stu Turley If a week is a long time in politics, then 2023 belongs to a different age in the politics of Net Zero. […]
Coal
Daily Energy Standup Episode #318 – Surging LNG Demand, Wyoming’s Wind Boom, and Market Uncertainties
Daily Standup Top Stories U.S. Electricity Generation by Source in 2023: Natural Gas, Coal, Nuclear, Wind, Hydro, Solar, Geothermal, Biomass, Petroleum February 27, 2024 Mariel Alumit By Wolf Richter for WOLF STREET. Electricity generation, as measured in gigawatt-hours, has […]
Finance
Goldman CEO Sees More Uncertainty to Soft-Landing Expectations – Will this impact global oil demand?
Goldman Sachs Group Inc. Chief Executive Officer David Solomon said softer spending by consumers calls into question expectations that the US economy will avoid a recession. “The world is set up for a soft landing,” Solomon said at […]
Crude Oil News
Goldman Sachs sees OPEC keeping oil in $80-$100 price range
Oil Price Goldman Sachs expects OPEC to not let oil prices slide too much below $80 per barrel next year and use its pricing power to keep them in the $80-$100 range, the bank said […]
Commodities
Goldman Sachs forecasts higher returns on commodities
Reuters Goldman Sachs expects increased returns on commodities over the next 12 months, buoyed by higher spot prices amid easing monetary policy and recession fears while the asset class also strengthens on hedging against geopolitical […]
Commodities
Goldman Commodities Research Chief Jeff Currie Set to Leave
Currie has been the face of commodities research at Goldman That includes predicting another decade-long price supercycle WATCH: Goldman Sachs’s Jeff Currie is leaving the bank after 27 years.Source: Bloomberg Jeff Currie, the prominent commodities […]
Crude Oil News
Goldman Sachs Sees Oil Prices Rising On Record Demand
Oil prices are set to rise to $86 per barrel at year-end, from $80 now, as record-high oil demand and lowered supply will lead to a large market deficit. “We expect pretty sizable deficits in […]
Big Oil Companies
Big Oil Is Backing Rhetoric With Capital, Per Goldman Sachs
Throughout this year, executives from oil majors and big independents have detailed plans to commit larger shares of their capital budgets to their core businesses of finding and developing reserves of oil and natural gas. […]