ENB Pub Note: This article was originally run on OilPrice.com. Stu Turley will be interviewing Dan Doyle in a week or so, and covering the book and insights into the oil industry. A sustained oil supply shock and higher prices are rapidly reigniting U.S. drilling activity, reversing earlier expectations of a muted shale response. Oilfield […]
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As the 2026 Iran War continues to ripple through global energy markets—particularly with disruptions tied to the Strait of Hormuz—policymakers, energy producers, and consumers are closely watching the inflationary fallout. A timely new working paper from the Federal Reserve Bank of Dallas provides a rigorous, scenario-based framework for quantifying exactly how oil price shocks from […]
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President Donald Trump’s recent comments on Fox News’ Sunday Morning Futures have sparked intense debate in energy circles. In the April 12, 2026 interview, Trump acknowledged that U.S. gasoline prices “could be the same or maybe a little bit higher” by the November midterm elections, despite earlier hopes for a quick resolution. This marks a […]
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When a promising filmmaking career fizzled after a splash at the 1995 Sundance Film Festival, Dan Doyle didn’t head back to the editing bay or chase another producer. He sold his film gear rental house, grabbed his geology degree, and dove headfirst into the oil patch—eventually landing in the wide-open spaces of Wyoming as a […]
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The United States continues to assert its position as a global energy powerhouse, with Gulf Coast refineries driving record exports of refined petroleum products. Demand for downstream fuels — particularly diesel (distillate fuel oil), jet fuel, and gasoline — has surged internationally, fueled by economic recovery in Latin America, Europe’s energy security needs, and rising […]
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ENB Pub Note: David Blackmon, Professor Mische, and Mike Ariza are on a podcast on Wednesday to cover these critical Executive Orders from President Trump to save California and the United States. This article was originally published on the California Globe, and we recommend reading it there and supporting them. Katy Grimes, the Editor in […]
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The AI-fueled data center boom is slamming into a hard reality: there simply aren’t enough transformers, switchgear, and other critical electrical equipment to bring the projects online. According to Bloomberg’s April 1, 2026 newsletter, more than half of the U.S. data centers planned for this year are now expected to be delayed or canceled — […]
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In a striking display of America’s emergence as the world’s premier energy supplier, at least 121 empty oil tankers are currently steaming toward U.S. waters — with 68 of them Very Large Crude Carriers (VLCCs), each capable of hauling up to 2 million barrels of oil. This surge, captured in real-time MarineTraffic data and highlighted […]
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With this wild group of 7 stories, and one from CENCOM, I needed to also have a subtitle of “these three key points: “Paper vs. Physical: The Fractured Oil Market” “When Energy Meets Geopolitics: A Perfect Storm” “The Hidden Risks in America’s Power Infrastructure” No deal – The negotiation team could not agree on […]
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The backbone of America’s electricity system is under unprecedented strain. As highlighted in a widely discussed analysis by investor Felix Prehn, roughly half of the nation’s power transformers are operating well past their useful life—not merely aging, but “running on borrowed time.” JP Morgan has flagged the U.S. power grid itself as a national security […]
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