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Home2025November

Month: November 2025

Crude Oil News

EIA Reports Surprise Crude Oil Inventory Dip

November 19, 2025 Clark Savage

The U.S. Energy Information Administration (EIA) has once again shaken up the energy markets with its latest Weekly Petroleum Status Report, revealing an unexpected drawdown in crude oil inventories for the week ending November 14, […]

Crude Oil News

Why China and India Continue Buying Russian Oil?

November 19, 2025 Clark Savage

ENB Pub Note: This article is from The Merchants News Substack by Giacomo Prandelli, and I had an outstanding conversation with him while he was in Switzerland. I love talking to people from around the […]

Crude Oil News

China Sets the Floor and Ceiling for Global Oil Prices

November 19, 2025 Clark Savage

In the intricate dance of global energy markets, China has emerged as a pivotal player, effectively establishing both a floor and a ceiling for crude oil prices through its strategic imports and stockpiling activities. As […]

Critical Minerals

Europe Has Rare Earth and Critical Minerals, But Is at China’s Mercy Just Like Everyone Else

November 19, 2025 Clark Savage

In a world increasingly dependent on rare earth elements and critical minerals for everything from electric vehicles to wind turbines and defense technologies, Europe finds itself in a precarious position. Despite boasting significant deposits across […]

ENB Pub Note

Japan Might Challenge China Sooner Than Expected – Andrew Korybko

November 19, 2025 Clark Savage

ENB Pub Note: This is an outstanding article from Andrew Korybko’s Substack newsletter, and he has some great points about Japan and China. The one concern I have about Japan is its debt structure, and […]

Big Oil Companies

Lukoil’s Suitor List Expands to Exxon, Chevron, and Abu Dhabi

November 18, 2025 Clark Savage

In a significant development amid escalating U.S. sanctions on Russian energy firms, Lukoil PJSC’s roster of potential buyers for its international assets has grown to include major players like Exxon Mobil Corp., Chevron Corp., and […]

Commodities

Huge Meeting at the U.S. White House – Saudi Arabia Deploys $1 Trillion Into the U.S.

November 18, 2025 Clark Savage

In a landmark diplomatic and economic event, U.S. President Donald Trump hosted Saudi Crown Prince Mohammed bin Salman (MBS) at the White House on November 18, 2025, marking a significant escalation in bilateral ties. During […]

Exports

Qatar-Exxon LNG Plant in Texas Plans First Shipment in February

November 18, 2025 Clark Savage

The Golden Pass LNG plant, a flagship project in the U.S. liquefied natural gas (LNG) sector, is gearing up for its inaugural shipment in February 2026. This milestone marks a significant step forward for the […]

AI

Big Oil Enters the “Survival Efficiency” Era: Boosting Production with Fewer Workers Amid AI-Driven Gains

November 18, 2025 Clark Savage

As global oil prices hover below $70 per barrel and competition intensifies, major oil companies are achieving a remarkable feat: record or near-record production levels while significantly reducing headcounts. This shift marks what industry insiders […]

Exports

Atlantic LNG Freight Rates Surge to Highest Since Early 2024

November 18, 2025 Clark Savage

The Atlantic LNG shipping market has roared back to life, with spot charter rates for modern two-stroke vessels jumping to $98,250 per day as of November 17, 2025 – the highest level since January 2024, […]

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