Daily Standup Top Stories The Current State of Critical Minerals in the US Market October 12, 2025 Clark Savage In an era defined by the push toward clean energy, electrification, and advanced technologies, critical minerals have emerged as the backbone of modern manufacturing and national security. These essential resources—ranging from lithium for batteries to […] China and […]
Continue ReadingDaily Standup Top Stories OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike October 8, 2025 Clark Savage In the volatile world of global energy markets, OPEC+—the alliance of oil-producing nations led by Saudi Arabia and Russia—is pushing against its production boundaries. With spare capacity dwindling, the group finds itself in a precarious […] […]
Continue ReadingWall Street rediscovers that oil and gas are a much better market than renewables. The world is short Trillions of dollars of investments just to meet decline curves, and the oil and gas companies in the U.S. have been giving shareholder returns thanks to the Governance portion of ESG. This return to investment from Wall […]
Continue ReadingWe are witnessing a total fiscal collapse and deindustrialization in the UK, the EU, and Canada, primarily due to the implementation of Net Zero policies. This and other stories confirm today the path for the countries following Net Zero. In the story TotalEnergies Wins Legal Battle to Shut Down North Sea Oil Fields. we see a […]
Continue ReadingDiamondback Energy, Inc. (NASDAQ: FANG), a leading independent oil and natural gas company focused on the Permian Basin, released its second-quarter 2025 financial and operating results on August 4, 2025. Alongside the earnings report, the company issued a detailed letter to stockholders, providing insights into its operational strategy, macroeconomic outlook, and future plans. This announcement […]
Continue ReadingLiberty Energy Inc. (NYSE: LBRT), a leading provider of hydraulic fracturing and related services in the oil and gas industry, released its second quarter 2025 earnings on July 24, 2025. The report showcased sequential improvements in key financial metrics amid a challenging energy market landscape, though year-over-year figures reflected broader industry pressures. This article analyzes […]
Continue ReadingDaily Standup Top Stories Trump’s Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety August 3, 2025 Clark Savage In a bold move to revitalize America’s energy sector, President Donald Trump has unveiled ambitious plans to quadruple U.S. nuclear power capacity by 2050, targeting an addition of 300 GW of new nuclear energy. This […] Net Zero Has […]
Continue ReadingIn a testament to operational excellence, Chevron Corporation (CVX) has achieved record-breaking oil and gas production in the second quarter of 2025, positively influencing its earnings despite headwinds from lower commodity prices. This milestone underscores the resilience of traditional energy giants in a volatile market while highlighting key considerations for investors evaluating shareholder returns across […]
Continue ReadingIn a robust display of resilience amid fluctuating energy markets, Enbridge Inc. (NYSE: ENB), one of North America\’s leading energy infrastructure companies, has reported record core earnings for the second quarter of 2025. The Calgary-based pipeline giant\’s performance underscores the growing demand for natural gas and power, driven by industrial expansion, liquefied natural gas (LNG) […]
Continue ReadingDaily Standup Top Stories Zeldin, Trump, Prepare Assault on EPA Endangerment Finding July 26, 2025 Clark Savage This article is from David Blackmon’s Substack, and we highly recommend subscribing. This is an expected move by the EPA that can have a wide-ranging impact. This will be another nail in the coffin for […] Department of Interior Secures […]
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