Weekly Daily Standup Top Stories Trump Reignites Coal Industry at Davos – Make Coal Great Again MCGA January 26, 2025 Clark Savage ENB Pub Note: While President Trump’s remarks are around coal, he says, “Nothing can destroy coal. Not the weather, not a bomb. It’s a great backup.” The topic around the President’s policies and comments […]
Continue ReadingShip-to-ship transfers of Russian-linked oil have spiked dramatically this month in the wake of America’s largest sanctions package aimed at Russia’s shadow fleet. Data from maritime risk analytics firm Windward shows there has been a 366% increase in Russian-related ship-to-ship transfers of crude and products in the Sea of Crete and a 370% increase in […]
Continue ReadingDaily Standup Top Stories Big Oil Earnings Slump Puts Payouts to Investors Under Pressure January 29, 2025 Clark Savage Fourth-quarter profit to be lowest in more than three years Oil markets weigh uncertain outlook driven by Trump’s return The flow of dividends and buybacks from the world’s largest oil companies is under pressure, with […] Planet Earth’s […]
Continue ReadingDaily Standup Top Stories Trump Seizes Wartime Powers in Battle for More Fossil Fuels January 27, 2025 Clark Savage Obscure laws to be marshaled to build pipelines, power plants ‘God Squad’ to weigh projects that threaten endangered species President Donald Trump’s declaration of an energy emergency opens the door to wield sweeping Cold War-era powers and […] Europe doesn’t […]
Continue ReadingDaily Standup Top Stories Trump Seizes Wartime Powers in Battle for More Fossil Fuels January 27, 2025 Clark Savage Obscure laws to be marshaled to build pipelines, power plants ‘God Squad’ to weigh projects that threaten endangered species President Donald Trump’s declaration of an energy emergency opens the door to wield sweeping Cold War-era powers and […] Europe doesn’t […]
Continue ReadingNew Delhi’s role as a counterweight to China solidifies its status as Washington’s’ key partner in South Asia, outweighing short-term concerns over Russian oil revenues The year 2025 had barely started when the outgoing Joe Biden administration presented a belated \’holiday gift\’ to Russian oil exporters. Washington announced a new sanctions package – the “most […]
Continue ReadingWeekly Daily Standup Top Stories U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric January 19, 2025 Clark Savage US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency […] China and India […]
Continue ReadingSan Marino, Guyana, Sierra Leone, Comoro Islands, Guinea Bissau and most notably Guinea are the flag states that stand out for their extraordinary fleet growth in the latest data compiled in Clarksons Research’s World Fleet Monitor, statistics that highlight the whack-a-mole game authorities in the West are having to fight in their bid to crack […]
Continue ReadingDaily Standup Top Stories U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric January 19, 2025 Clark Savage US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency […] Days before Trump takes […]
Continue ReadingBy Julian Lee, Serene Cheong and Alex Longley (Bloomberg) — The most aggressive Western sanctions imposed on Russia’s oil sector since Moscow’s 2022 invasion of Ukraine threaten to disrupt global supply as buyers — led by China and India — scour the Middle East for alternative suppliers. Some estimates suggest the measures could halve Russian oil exports […]
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