While examining the headlines of other publications, it is interesting to consider the potential impact of the 1-2 million barrels per day returning to the market after the sanction removal. I have a different perspective […]
Daily Standup Top Stories Critical Minerals are not the problem that China controls. It is the processing of the mineral ore that they control. April 21, 2025 Clark Savage Examining the energy markets today, we must […]
The oil dispute between Baghdad and the Kurdistan Region of Iraq (KRI) is fundamentally about sovereignty, not oil. Iraq’s Federal Supreme Court and the proposed Unified Oil Law have cemented Baghdad’s control over oil revenues, […]
Daily Standup Top Stories The steep learning curve America faces if it wants to return to previous shipyard glory days April 15, 2025 Stu Turley ENB Pub Note: Interesting article from America’s Shipyards. While we retool […]
ENB Pub Note: I still believe that right-sizing the trade balances is the correct approach. After all, they are being targeted as “reciprocal.” What would happen to the world’s economies if the United States were […]
ENB Pub Note: Excellent article from Tsvetana Paraskova for Oilprice.com. This brings up a talking point that I have been tracking. When the U.S. or other countries need extra money, they just print it, and […]
Daily Standup Top Stories U.N. Maritime Agency Slaps First-Ever Emissions Tax On Shipping In Latest Money Grab April 14, 2025 Mariel Alumit The International Maritime Organization approved the first global shipping carbon tax, drawing backlash from […]
ENB Pub Note: How this plays into the OPEC and OPEC+ production quotas has yet to be announced. We know that Saudi Arabia needs the 80 dollar range of oil for its fiscal budgets for […]
Weekly 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% […]
Daily 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 […]
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