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Home2025November

Month: November 2025

AI

Why Gavin Newsom Keeps Getting Energy Policy Wrong

November 13, 2025 Andy Del Prado

Daily Standup Top Stories COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line? November 12, […]

ENB Pub Note

Investors Sprint Back to Natural Gas as Demand Soars Amid COP30’s Lightened View of Natural Gas

November 12, 2025 Clark Savage

In a world where energy transitions are touted as the path to a sustainable future, natural gas is making a surprising comeback. Investors are piling into the sector, driven by soaring global demand and a […]

Carbon Tax

COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line?

November 12, 2025 Clark Savage

As the confetti from the 2024 U.S. election settles and President-elect Donald Trump’s “drill, baby, drill” mantra echoes across the heartland, the United Nations’ annual climate circus—better known as the Conferences of the Parties (COPs)—limps […]

Coal

Trump Predicted the return of Coal, but not to it’s glory days in the U.S. – Doug Sheridan

November 12, 2025 Clark Savage

ENB Pub Note: This article is from Doug Sheridan’s LinkedIn, and we highly recommend subscribing. Javier Blas writes in Bloomberg that Trump has confidently predicted the return of coal in America. Trump won’t resurrect coal […]

AI

Oil and Gas Demand Could Grow Until 2050, Says the IEA – In the Words of Monty Python “Oil’s not quite Dead Yet”

November 12, 2025 Clark Savage

The International Energy Agency (IEA) has released its World Energy Outlook 2025, painting a nuanced picture of global energy trends that challenges earlier narratives of a swift transition away from fossil fuels. In a revived […]

AI

Billions Are Flowing into the US Nuclear Sector, but How Long Until Returns Are Realized?

November 12, 2025 Clark Savage

The US nuclear industry is experiencing a renaissance, fueled by massive investments and a surge in demand from energy-hungry AI data centers. According to recent reports, around $80 billion is pouring into new nuclear projects, […]

AI

Chevron Rolls Into West Texas for First Data Center Power Project – Following Liberty Energy’s Business Model

November 12, 2025 Clark Savage

In a bold move to capitalize on the surging energy demands of artificial intelligence, Chevron has announced its first dedicated power project for a data center in West Texas. This initiative marks the oil giant’s […]

Earnings

Midstream Q3 Earnings Highlights

November 12, 2025 Clark Savage

ENB Pub Note: This summary was posted on Seeking Alpha, and I thought it was a good summary. We will prepare these types of summaries in the future. Let us know what types of summaries […]

Big Oil Companies

The Big Beautiful Gulf 1 (BBG1) Lease Sale Is Expected to Bring in Billions

November 11, 2025 Clark Savage

In a bold move signaling a return to aggressive energy development, the Bureau of Ocean Energy Management (BOEM) has announced the Big Beautiful Gulf 1 (BBG1) lease sale, set for December 10, 2025. This auction, […]

CCUS

Occidental Announces Third Quarter 2025 Results

November 11, 2025 Clark Savage

Occidental Petroleum Corporation (NYSE: OXY), a leading player in the energy sector, released its third-quarter 2025 earnings on November 10, 2025, showcasing robust operational performance amid fluctuating commodity prices. The company exceeded production guidance and […]

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