In a scathing critique of the Trump administration\’s recent imposition of tariffs on Indian goods, energy expert Dr. Anas Al Hajji has highlighted what he sees as glaring inconsistencies in U.S. policy toward countries importing Russian energy. The tariffs, set at 50% overall with 25% specifically tied to India\’s purchases of Russian crude oil, are […]
Continue ReadingENB Pub Note: As I wrote the other day, \”Where\’s the Glut like the old commercial Where\’s the Beef\”, Irina Slav from Oilprice.com brings up some supporting points. And referring to China, that is the wild card. I wrote: Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets?\” j […]
Continue ReadingWeekly Daily Standup Top Stories America’s Grid is Nearing Its Breaking Point September 14, 2025 Clark Savage The United States’ power grid, once a marvel of 20th-century engineering, is now teetering on the edge of collapse. As demand surges from emerging technologies like artificial intelligence, data centers, and electric vehicles, an aging […] $14 Trillion Stock Rally […]
Continue ReadingIn a move that could reshape the geopolitical landscape of the Middle East and South Asia, Saudi Arabia and Pakistan have formalized a mutual defence agreement, binding the two nations in a pact that treats an attack on one as an attack on both. Signed on September 17, 2025, in Riyadh, this \”comprehensive defensive agreement\” […]
Continue ReadingDaily Standup Top Stories Fed cuts rates by 0.25% after flagging risks from softening labor market September 17, 2025 Clark Savage The Dow Jones Industrial Average eked out a modest 0.1% increase, while the Nasdaq Composite rose 0.5%, reflecting optimism about lower rates fueling innovation and spending. The U.S. dollar, which had been battered in recent […] […]
Continue ReadingRussia\’s oil export machine, a cornerstone of its economy amid ongoing sanctions and geopolitical tensions, is showing signs of strain. Weekly crude exports plummeted to an average of 3.18 million barrels per day (bpd) in the seven days ending September 14, 2025—the sharpest weekly drop since July 2024, down by a staggering 934,000 bpd from […]
Continue ReadingIn a stark admission that underscores the fragility of global energy supply, the International Energy Agency (IEA) has revealed that decline rates in mature oil and gas fields are accelerating, putting unprecedented pressure on the industry to ramp up investments just to keep production steady. This report comes amid growing scrutiny of the IEA\’s forecasting […]
Continue ReadingAs the United States under President Donald Trump ramps up pressure on allies to sever Europe\’s lingering ties to Russian energy, the European Union finds itself caught in a geopolitical vise. Trump\’s administration has signaled readiness to impose sweeping sanctions on Russian oil exports, but only if European nations match the effort—potentially targeting third-party enablers […]
Continue ReadingIn the ever-evolving landscape of global energy, the narrative of an impending \”peak\” in fossil fuel demand has long been a cornerstone of climate policy and investment strategies. Proponents argued that as renewables like wind and solar scale up, oil, gas, and coal consumption would inevitably plateau and decline within the decade. However, recent projections […]
Continue ReadingAs global energy dynamics shift amid geopolitical tensions and fluctuating supply chains, China remains a pivotal player in the crude oil market. In 2025, the world\’s largest oil importer will continue its aggressive stockpiling strategy, building strategic petroleum reserves (SPR) at a multi-year high pace. This move not only secures China\’s energy needs but also […]
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