Trump Ukraine Peace

Daily Standup Top Stories China discovers ‘limitless’ energy source that could ‘power the country for 60,000 years’ March 2, 2025 Clark Savage ENB Pub Note: Thorium is an outstanding source of energy, and there are several reactor companies around the world working on thorium reactors. This will be one to watch, but remember that China will […]

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China Expands LNG Trucks

Daily Standup Top Stories Trafigura: Iran Sanctions Are Biggest Bullish Catalyst On Oil Prices February 26, 2025 Clark Savage Trafigura Head of Trading: U.S. foreign policy vis-a-vis Iran is the main upside risk for oil. Last year, Trump pledged in his Republican National Convention speech to dramatically lower Iranian oil exports. On Tuesday, the […] Restarting Germany’s […]

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Trafigura: Iran Sanctions Are Biggest Bullish Catalyst On Oil Prices

Trafigura Head of Trading: U.S. foreign policy vis-a-vis Iran is the main upside risk for oil. Last year, Trump pledged in his Republican National Convention speech to dramatically lower Iranian oil exports. On Tuesday, the Trump administration imposed further sanctions on more than 30 people and vessels for selling and transporting Iranian petroleum-related products. Trafigura […]

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Charting U.S. Oil Future

Daily Standup Top Stories Redrawing of global energy markets map set to heap benefits on US February 23, 2025 Clark Savage The prospects of peace and the return of Russian gas looks likely to serve the interests of Donald Trump The Kremlin’s invasion of Ukraine three years ago has reverberated through the global energy industry; unravelling Europe’s […] […]

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BRICS Dollar Warning

Daily Standup Top Stories The End of Coal Is Nowhere In Sight February 17, 2025 Clark Savage Retirement of coal-fired power plants in the West has done nothing to reverse global coal demand. Global coal consumption is set to remain at these high levels—or even hit new all-time highs—for a few more […] Coal Consumption Remains High […]

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Week Recap: Climate Pushback, Oil Prices, and Trump-Putin Talks Shake the Market

Weekly Daily Standup Top Stories Pushback Begins Against Trump’s Oil Agenda February 9, 2025 Clark Savage West Texas Intermediate has been trading around $70 this week after posting two weeks of declines. The last time shale producers pursued a flat-out production strategy, crude prices tanked to the $40s. Cheap oil may […] Iran Says Trump’s Maximum Pressure […]

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