Weekly Daily Standup Top Stories Trump’s Energy Czar Has Plan to ‘Map, Baby, Map’ US Oil Bounty February 23, 2025 Clark Savage Burgum suggests stronger USGS role to analyze the potential Says US public lands hold natural resources worth trillions Interior Secretary Doug Burgum touted a plan for mapping deposits of oil, gas and critical minerals on US […]
Continue ReadingDaily Standup Top Stories Trafigura: Iran Sanctions Are Biggest Bullish Catalyst On Oil Prices February 26, 2025 Clark Savage Trafigura Head of Trading: U.S. foreign policy vis-a-vis Iran is the main upside risk for oil. Last year, Trump pledged in his Republican National Convention speech to dramatically lower Iranian oil exports. On Tuesday, the […] Restarting Germany’s […]
Continue ReadingDaily Standup Top Stories Redrawing of global energy markets map set to heap benefits on US February 23, 2025 Clark Savage The prospects of peace and the return of Russian gas looks likely to serve the interests of Donald Trump The Kremlin’s invasion of Ukraine three years ago has reverberated through the global energy industry; unravelling Europe’s […] […]
Continue ReadingWeekly Daily Standup Top Stories The End of Coal Is Nowhere In Sight February 17, 2025 Clark Savage Retirement of coal-fired power plants in the West has done nothing to reverse global coal demand. Global coal consumption is set to remain at these high levels—or even hit new all-time highs—for a few more […] ‘BRICS is dead’ […]
Continue ReadingDaily Standup Top Stories Iranian Oil Exports to China are rolling February 19, 2025 Clark Savage Iranian crude oil flows to China have rebounded this month after a U.S. crackdown on shipments launched in late 2024 decimated them in January. In a last-minute push to sanction Iran, the Biden admin blacklisted […] West will have to reconsider […]
Continue ReadingDaily Standup Top Stories Why China is Winning the Nuclear Energy Race February 17, 2025 Clark Savage China has significantly increased its nuclear energy capacity in the last decade, positioning it to become the world’s largest nuclear energy producer. China is actively developing and deploying advanced nuclear technologies, such as small modular […] EU gas imports from […]
Continue ReadingIt was truly an honor to be on the Crude Truth podcast with Rey Trevino, David Blackmon, and Dr. Ed Ireland. There are two videos below; the first is a short 7-minute part about the Russian/Ukraine war peace talks. The Second video is the full interview from Rey’s YouTube feed with the entire discussion. It […]
Continue ReadingDaily Standup Top Stories The End of Coal Is Nowhere In Sight February 17, 2025 Clark Savage Retirement of coal-fired power plants in the West has done nothing to reverse global coal demand. Global coal consumption is set to remain at these high levels—or even hit new all-time highs—for a few more […] Coal Consumption Remains High […]
Continue ReadingDaily Standup Top Stories How has green energy policies impacted the environment, society, and our financial systems? DOGE found that the Inflation Reduction Act was funding change. February 11, 2025 Clark Savage But what change you ask, well let’s start with the Inflation Reduction Act and what the huge “Porkulus Bill” as Dan Bongino has called […]
Continue ReadingDaily Standup Top Stories $300 Billion in Global Nuclear Energy Investment – is this in trouble because of DeepSeek February 8, 2025 Clark Savage ENB Pub Note: This is a fundamental question. Will DeepSeek lead to the cancellation of some nuclear power generation projects? What is the impact on the uranium market and the nuclear supply […]
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