Daily Standup Top Stories What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure? June 10, 2025 Clark Savage The escalating tensions between Israel and Iran have long been a geopolitical flashpoint, with implications that ripple across global energy markets. Recent speculation about Israel potentially targeting Iran’s nuclear facilities […]
Continue ReadingIn a significant setback for Nigeria’s fiscal ambitions, negotiations for a record-breaking $5 billion oil-backed loan from Saudi Aramco have hit a wall, with falling crude oil prices casting a shadow over the deal. This development, first broached during a November 2023 meeting between Nigerian President Bola Tinubu and Saudi Crown Prince Mohammed bin Salman […]
Continue ReadingThe escalating tensions between Israel and Iran have long been a geopolitical flashpoint, with implications that ripple across global energy markets. Recent speculation about Israel potentially targeting Iran’s nuclear facilities or oil export infrastructure has raised critical questions about the stability of the oil market. Such an event could disrupt Iran’s oil production and exports, […]
Continue ReadingThe European Union is rolling out its 18th sanctions package against Russia, and this time, it’s aiming straight for the heart of Moscow’s energy sector. With a proposed ban on the Nord Stream pipelines and a tighter $45-per-barrel cap on Russian oil (down from $60), the EU is doubling down on its strategy to choke […]
Continue ReadingAs summer 2025 approaches, the United States faces a tightening oil supply, raising concerns about potential spikes in gasoline prices during the peak driving season. With U.S. crude inventories dropping, refinery constraints mounting, and global oil dynamics shifting, drivers may feel the pinch at the pump. Let’s dive into the factors driving this supply squeeze […]
Continue ReadingDaily Standup Top Stories Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff June 9, 2025 Clark Savage The U.S. clean energy sector, once hailed as the future of sustainable growth, is teetering on the brink of a financial precipice. A wave of high-profile bankruptcies among solar companies in 2024 […]
Continue ReadingAs we examine investments in the energy markets, I consider trends, supply, demand, and opinions from energy leaders with an excellent track record. I have included two posts on X from Josh Young of Bison Interests, and he makes some excellent points. I highly recommend following him on X, and LinkedIn. Introduction In May 2025, […]
Continue ReadingDaily Standup Top Stories DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn June 7, 2025 Clark Savage ENB Pub Note: This article from David Blackmon is fantastic on The Daily Caller. We recommend following him there and on his Substack The Energy Absurdity Turley’s Law is alive and well. The more […]
Continue ReadingENB Pub Note: A great story from Oilprice.com\’s Irina Slav today. We will be covering this on the Daily Energy Stand up tommorow. The last time this happened oil shot up to $120. Buckle up, and do the opposite of Jim Cramer. Morgan Stanley analysts report that the 411,000 barrels per day OPEC+ pledged to […]
Continue ReadingSubsea 7 Offshore engineering and services player Subsea 7 has won a contract for work on Shell’s Aphrodite gas project offshore Trinidad and Tobago. The project involves the transportation and installation of subsea equipment at the Aphrodite development, located within Block 5a, at water depths of up to 290 m. Project management and engineering activities […]
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