Daily Standup Top Stories Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges September 27, 2025 Clark Savage ENB Pub Note: This is an excellent article from Irina Slav on Oilprice.com. While the title says advertisers are returning to big oil, I would add investors to the list. I have written several articles […] Chinese Lithium […]
Continue ReadingThe global oil markets are entering a period of heightened uncertainty following the European Union\’s decision to trigger \”snapback\” sanctions on Iran. On September 27, 2025, France, Britain, and Germany activated this mechanism under the 2015 Joint Comprehensive Plan of Action (JCPOA), reimposing sweeping United Nations sanctions that had been lifted as part of the […]
Continue ReadingENB Pub Note: This article is from David Blackmon\’s Substack, and we recommend subscribing. This brings up a huge discrepancy between \”Drill Baby Drill\” and what is actually happening in the oil and gas industry in the U.S. I am scheduling Josh Young from Bison Interests to discuss the current oil and gas market on […]
Continue ReadingHow does Warren Buffett’s being right about wind fit into the potential collapse of the Chinese market? Well, the West has just offloaded all of its manufacturing to China over the last 30 years, and now that Donald Trump has been “Wright-sizing” energy, we are seeing a huge potential collapse of the Chinese system. (Pun […]
Continue ReadingDaily Standup Top Stories Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets? September 23, 2025 Clark Savage In a stark admission during a September 2025 press conference, China’s Finance Minister revealed that “every penny we spend is borrowed,” highlighting the precarious state of the nation’s finances. This confession has […]
Continue ReadingIn a bold move that sent shockwaves through global energy markets, U.S. President Donald Trump urged European nations to immediately halt all purchases of Russian energy, including oil and natural gas. This call, renewed amid ongoing geopolitical tensions over Russia\’s war in Ukraine, coincided with a rally in oil prices on Tuesday, with ICE Brent […]
Continue ReadingDaily Standup Top Stories Free calculator launched for shipowners to navigate IMO’s new green deal April 15, 2025 Stu Turley ENB Pub Note: While guidance and less pollution is a great thing. The belief that you can tax ship owners into using battery-powered ships just won’t make the energy transition happen. First, we are not […] Lower […]
Continue ReadingDaily 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 […]
Continue ReadingDaily Standup Top Stories Big Oil Earnings Slump Puts Payouts to Investors Under Pressure January 29, 2025 Clark Savage Fourth-quarter profit to be lowest in more than three years Oil markets weigh uncertain outlook driven by Trump’s return The flow of dividends and buybacks from the world’s largest oil companies is under pressure, with […] Planet Earth’s […]
Continue ReadingDaily Standup Top Stories Trump threatens BRICS December 1, 2024 Clark Savage ENB Pub Note: If the Biden-Harris administration had not weaponized the US Dollar in such a criminal pattern, BRICS would not have gained the traction that has been able to achieve. Anyone looking to replace […] U.N.’s Top Court Weighs Penalties For Countries Defying Climate […]
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