The 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 ReadingIn a dramatic escalation of the ongoing Russia-Ukraine conflict, Ukrainian forces launched a drone strike on Russia\’s key Black Sea port of Novorossiysk early on November 14, 2025, targeting vital energy infrastructure. This attack has sent shockwaves through global oil markets, pushing prices up by more than 2% amid fears of supply disruptions. As tensions […]
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 ReadingIn the ever-shifting landscape of global energy markets, headlines often paint a picture of dramatic pivots driven by geopolitics and sanctions. A recent article from OilPrice.com suggests that India is \”racing\” to swap out its hefty reliance on Russian crude for supplies from the United States, Iraq, and the UAE, spurred by fresh U.S. sanctions […]
Continue ReadingIn a striking display of resilience amid tightening global sanctions, a Russian \”dark fleet\” tanker recently conducted a ship-to-ship oil transfer off the coast of Mumbai, ultimately delivering its cargo to Indian shores. This maneuver, highlighted in a recent Bloomberg report, underscores the ongoing challenges in enforcing Western sanctions on Russian energy exports. As trade […]
Continue ReadingIn an era of geopolitical tensions, supply disruptions, and shifting energy dynamics, strategic oil reserves have emerged as critical buffers for global markets. China\’s aggressive crude stockpiling strategy has played a pivotal role in stabilizing oil prices and mitigating risks from sanctions and conflicts. But how exactly has this provided a safety net? And could […]
Continue ReadingIn the escalating geopolitical tensions surrounding Russia\’s invasion of Ukraine, the United States under President Donald Trump has intensified its economic pressure on Moscow through a new round of sanctions targeting the heart of Russia\’s economy: its oil sector. Announced in October 2025, these measures focus on Russia\’s two largest oil companies, Rosneft and Lukoil, […]
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