Daily Standup Top Stories China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line? May 21, 2025 Stu Turley ENB Pub Note: The […]
ENB Pub Note: The global oil demand side of the pricing equation looks at India and China as the two biggest matrices for international pricing. The fact that India is rolling on high import levels, […]
ENB Pub Note: Below the line is the report from Bloomberg about QatarEnergy and money being left on the table. I added the Qatar LNG export capabilities on the top. Qatar’s LNG Export Capacity and […]
ENB Pub Note: The total volume of India’s imports in 2025 is shown on top, and the update from the Dahej LNG terminal is shown below. Volume of LNG Imports for India (2025) Based on […]
The country imported 3.03 billion cubic meters, or about 2.3 million metric tonnes, of LNG in April via long-term contracts and spot purchases. Aptil LNG imports were similar to the previous two months. PPAC’s data […]
ENB Pub Note: This is an excellent article from Andrew Korybko’s Newsletter on Substack. I have several podcasts coming up talking about the energy implications of the trading blocs and the impact of the Trump […]
Daily Standup Top Stories Aramco plans to join Woodside’s Louisiana LNG project May 14, 2025 Mariel Alumit ENB Pub Note: This is huge. The Woodside Louisiana LNG project has a total permitted export capacity of 27.6 […]
ENB Pub Note: Until the EU sanctions Chinese or Indian refineries, Russian oil will still reach its biggest buyers. I have included a summary of the sanctions, and Russia has had a 4.2% GDP growth […]
ENB Pub Note: An interesting “Peak Coal” view has been reached, and you may take a moment to celebrate, until you look at the number of new coal plants going up around the world. You […]
Weekly Daily Standup Top Stories Why Spain’s Rooftop Solar Owners Weren’t Spared From the Blackout May 4, 2025 Clark Savage ENB Pub Note: Rooftop solar panels on homes are not bad; they must be appropriately designed […]
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