Weekly Daily Standup Top Stories Dallas Fed Survey Reveals Unrest in America’s Shale Patch September 27, 2025 Clark Savage ENB Pub Note: This article is from David Blackmon’s Substack, and we recommend subscribing. This brings up a huge discrepancy between “Drill Baby Drill” and what is actually happening in the oil and gas industry […] U.S. Shale […]
Continue ReadingKey topics: Russia/Ukraine Geopolitical influences, California Refinery, and National Security This was a fantastic discussion with Josh Young and David Blackmon covering the global oil and gas markets. We had over 2,000 live viewers and received great questions. We highly recommend subscribing to Josh at Bision Insights. As well as David and our podcasts. The podcast will be available […]
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 ReadingIn this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley talks with Mikey Lucas, COO & Partner at MSB Global Services and Matrix Data Center, about the future of AI, data centers, and America’s energy dominance. Mikey shares his journey from self-taught entrepreneur to leading a three-gigawatt data center project powering the AI boom. The discussion covers: Why […]
Continue ReadingDaily Standup Top Stories Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges September 27, 2025 Clark Savage ENB Pub Note: This is an excellent article from Irina Slav on Oilprice.com. While the title says advertisers are returning to big oil, I would add investors to the list. I have written several articles […] Chinese Lithium […]
Continue ReadingHow does Warren Buffett’s being right about wind fit into the potential collapse of the Chinese market? Well, the West has just offloaded all of its manufacturing to China over the last 30 years, and now that Donald Trump has been “Wright-sizing” energy, we are seeing a huge potential collapse of the Chinese system. (Pun […]
Continue ReadingIn this episode of Energy Newsbeat – Conversations in Energy, Stu Turley dives deep with Trisha Curtis, CEO of PetroNerds, in a no-holds-barred conversation on the myths of peak Permian, U.S. shale resilience, OPEC’s bluff, China’s global energy influence, rising electricity costs, the EU’s energy collapse, and the urgent need for pragmatic U.S. energy policy. From […]
Continue ReadingDaily Standup Top Stories Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets? September 23, 2025 Clark Savage In a stark admission during a September 2025 press conference, China’s Finance Minister revealed that “every penny we spend is borrowed,” highlighting the precarious state of the nation’s finances. This confession has […]
Continue ReadingDaily Standup Top Stories Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and Subsidies September 20, 2025 Clark Savage In the world of renewable energy, few voices carry as much weight as Warren Buffett, the legendary investor and CEO of Berkshire Hathaway. Buffett has long been candid […]
Continue ReadingIn this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley welcomes Paul Auslander, CFP, and President of Seabridge Private Wealth, for a sharp, insightful dive into the economic and investment landscape following the passage of the “Big Beautiful Bill.” They unpack the bill’s impact on tax cuts, interest rates, energy dominance, and bond […]
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