ENB Pub Note: We are interviewing Doug Sandridge in one week, upon his return from Saudi Arabia, on energy policies and global leadership from the Saudi and OPEC perspectives. As they are looking to reform the pricing models to reflect supply and demand, or production and demand, rather than just the glut narrative on the […]
Continue ReadingAs we step into 2026, the global energy landscape is poised for turbulence, with whispers of an oil \”glut\” dominating headlines. Yet, this narrative may be overstated, influenced by geopolitical pressures and market dynamics that could reshape supply realities. Drawing from recent analyses, including Reuters\’ outlook and insights from OPEC and specialized energy commentary, here […]
Continue ReadingIn a significant development amid ongoing efforts to resolve the Russia-Ukraine conflict, Ukrainian President Volodymyr Zelenskiy has announced plans to meet U.S. President Donald Trump in Florida this Sunday, December 28, 2025. The meeting, expected to take place at Trump\’s Mar-a-Lago resort in Palm Beach, comes as peace negotiations reach a critical juncture. This high-level […]
Continue ReadingIn the latest Baker Hughes weekly report, the US oil and gas rig count declined, reflecting ongoing challenges in the energy sector amid fluctuating prices and market pressures. The total active drilling rigs fell by 6 to 542 for the week ending December 19, 2025. This drop continues a trend of reduced activity, with the […]
Continue ReadingENB Pub Note: Excellent update from the Dallas Fed. You can check the full report here. We will be covering the next Energy News Beat Stand-up. Activity in the oil and gas sector edged lower in fourth quarter 2025, according to oil and gas executives responding to the Dallas Fed Energy Survey. The business activity […]
Continue ReadingENB Pub Note: This is a fantastic article from the Merchant\’s News Substack by Giacomo Prandelli. We highly recommend subscribing to and reading his Substack. Stu Turley just had an interview with Giacomo, and the podcast is in production for release soon. We will keep you posted. Everyone’s celebrating gold breaking $4,200 and silver doubling […]
Continue ReadingIn a major boost for U.S. energy infrastructure and Alaska\’s economy, the Alaska LNG project has secured all necessary federal permits ahead of schedule, paving the way for what could become one of the largest natural gas developments in North America. This milestone, achieved under the Federal Permitting Improvement Steering Council\’s oversight, marks the end […]
Continue ReadingIn a world increasingly focused on energy transitions and geopolitical tensions, recent projections paint a picture of sustained growth in global oil demand. According to a report from the CNPC Economics and Technology Research Institute, global oil demand is expected to continue rising until peaking in 2040 at 4.8 billion tons, marking a significant upward […]
Continue ReadingOil had a weak and volatile year, while natural gas outperformed on the back of LNG approvals, higher breakevens, and emerging data-center demand. Despite price pressure, U.S. E&Ps outperformed expectations, and production is unlikely to decline unless oil approaches the $50 per barrel threshold. Looking ahead to 2026, U.S. shale operators may expand international exposure […]
Continue ReadingIn a stark indicator of mounting pressures on Russia\’s energy sector, the country\’s oil and gas revenues are projected to plummet by nearly 50% in December 2025, reaching a five-year low of approximately $5.15 billion. This sharp decline caps off a challenging year, with cumulative revenues for the first 11 months of 2025 estimated at […]
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