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Home2025May

Month: May 2025

Electrical Generation / Utilities

ERCOT’s Warning About Energy Crisis This Summer

May 7, 2025 Clark Savage

As the blackouts in Spain and Portugal are still fresh in our minds, ERCOT in Texas just released a warning for potential power outages in July due to wind and solar issues. We need to […]

Price
Finance

I’ve Been Screaming about Rising Used-Vehicle Prices since Aug 2024 (and No One Paid Attention) but Suddenly It’s the Tariffs?

May 7, 2025 Stu Turley

The issue has been tight used-vehicle inventory due to reduced influx of 2021/2022 model years after the new-vehicle shortages at the time.

Saudi Copper Mine created by Grok on X
Critical Minerals

What could be the Saudi Minerals Deal with the United States?

May 7, 2025 Clark Savage

The significance of this minerals deal is not just the minerals but the potential solidification of new trading blocks. The new trading blocs of Russia, India, the United States, and countries fed up with the […]

Doomberg, David Blackmon and Stu Turley on the Energy News Beat podcast
Crude Oil News

Doomberg on the Oil and Gas Markets

May 7, 2025 Clark Savage

Make no mistake, Doomberg is a national treasure. I have thoroughly enjoyed my podcasts with him, and his Substack is worth every penny. The last time Doomberg was on the podcast, we had Chris Wright, […]

Price
Finance

Fully in Wait-and-See Mode, Fed Keeps Rates at 4.25%-4.50%, Frets about Higher Uncertainty, Higher Inflation, and Higher Unemployment

May 7, 2025 Stu Turley

QT Continues at the slower pace announced in March.

Duke
Earnings

Duke Energy Corporation (NYSE: DUK) released its Q1 2025 earnings

May 7, 2025 Clark Savage

Duke Energy Corporation (NYSE: DUK) released its Q1 2025 earnings on May 6, 2025, reporting strong financial performance that surpassed analyst expectations. Below is a detailed analysis of the key metrics, segment performance, and strategic […]

Exports

Gladstone LNG exports up in April

May 7, 2025 Mariel Alumit

About 2 million tonnes of LNG or 31 cargoes left the three Gladstone terminals on Curtis Island last month, GPC’s data shows. This compares to about 1.98 million tonnes of LNG or 30 cargoes in April 2024. April […]

Exports

NextDecade to launch financing process for fourth Rio Grande LNG train

May 7, 2025 Mariel Alumit

In an update on Tuesday, NextDecade said that once the financing arrangements are finalized, it expects to make a positive FID (final investment decision) on Train 4. The company expects to finance the construction of […]

Constellation Oil Services
Crude Oil News

Why did Saudi Arabia raise prices to the Asia market while increasing OPEC+ production quotas?

May 7, 2025 Clark Savage

Earlier this week, I published an article titled “What does the OPEC+ increase of 411,000 mean to the United States?” I was asked about Saudi Arabia’s increase in the Asia market and how it would impact […]

Geopolitical

ZeroHedge In The White House: Who Blew Up The Nord Stream Pipelines? Trump Responds

May 7, 2025 Clark Savage

ENB Pub Note: President Trump knows who blew up the Nord Stream pipelines. This is a terrific article from ZeoHedge’s Tyler Durden. We all speculated, and we are thrilled to see the White House have […]

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