In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley sits down with Michael McDonnell, founder of MMD Global Advisory, to dive deep into Saudi Arabia’s Vision 2030, the NEOM project challenges, and the broader impact of global trade wars. They explore how Trump’s tariffs are reshaping global finance, Saudi Arabia\’s financial future, […]
Continue ReadingOil prices rallied aggressively on Tuesday morning, recovering from the OPEC+-induced drop that was sparked by the cartel\’s decision to unwind production cuts at a faster rate than previously planned. Despite the recovery, uncertainty remains in markets and more volatility is likely. – Oil majors have been surprisingly inert in reacting to oil prices declining […]
Continue ReadingENB Pub Note: The story below is from Tsvetana Paraskova on Oilprice.com, and she has some great points about the Saudi Budgets. I have been saying that the Saudis need the $80 to $85 oil, but the IMF states that the oil break-even for their social programs is $90. Saudi Arabia’s budget deficit for 2025 […]
Continue ReadingDaily Standup Top Stories Dropping Oil Price Boosts Odds of Ukraine Peace Deal, Trump Says May 5, 2025 Clark Savage ENB Pub Note: President Trump’s team still does not understand what motivates President Putin to end the war. In the following article from Bloomberg, President Trump oddly says that low oil prices will bring President […] Saudi […]
Continue ReadingENB Pub Note: If you have heard the Energy News Beat Podcast, you have heard me say that ESG Investing has impacted American oil and gas companies and their commitment to their investors and stakeholders. I would say that goes for the public and private companies. For the public companies, it is easy to look […]
Continue ReadingENB Pub Note: President Trump\’s team still does not understand what motivates President Putin to end the war. In the following article from Bloomberg, President Trump oddly says that low oil prices will bring President Putin to the table. I disagree; he has made money at lower than market rates for years. He trades in […]
Continue ReadingENB Pub Note: This article is from The Crude Truth Substack. I agree with the point that a single basin output does not define the country\’s energy production capabilities. So, has the United States hit peak oil and gas production, or is it just one basin? I agree with Rey Trevino that we are not […]
Continue ReadingENB Pub Note: This is an excellent article from Irina Slav at Oilprice.com. I like the phrase \”Embracing the Glut to Win the Long Game.\” You must also subscribe to Irina\’s Substack. She is right on the money, and it adds validity to Josh Young\’s opinion that the longer oil prices are low, the more they will […]
Continue ReadingENB Pub Note: This is from Nathan\’s Substack. We highly recommend following him as he is a wealth of energy and knowledge in the U.S. Sunoco LP, a major player in the U.S. energy sector, has announced a landmark deal to acquire Parkland Corporation for $9.1 billion [1]. This strategic move is set to create the largest […]
Continue ReadingThis was an outstanding podcast on the University of Oklahoma Energy Center with the director, Mike McConnell. We had several students also sit in on an energy panel discussion, and you can hear them on the sound and in the transcript. They are not shown in the video. The Future is brighter because of great […]
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