Daily Standup Top Stories Secretary Chris Wright has a plan for Rare Earth and Critical Minerals – What is the timeline? October 25, 2025 Clark Savage In an outstanding interview with Larry Kudlow on Fox Business, Secretary Chris Wright covers some key points on the upcoming China meetings with President Trump and President Xi. • The […]
Continue ReadingWeekly Daily Standup Top Stories Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? October 19, 2025 Clark Savage In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine […]
Continue ReadingDaily Standup Top Stories EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats October 22, 2025 Clark Savage In an escalating tension over global energy trade, the European Union’s push for stringent climate and sustainability regulations has drawn sharp rebukes from major LNG suppliers, the United States, and Qatar. Both […]
Continue ReadingIn a rapidly evolving energy landscape, the latest insights from McKinsey\’s Global Energy Perspective 2025 paint a sobering picture for those banking on a swift transition to renewables. Despite aggressive global efforts to curb emissions, fossil fuels are projected to retain a dominant role in the world\’s energy mix well beyond 2050, accounting for 41-55% […]
Continue ReadingDaily Standup Top Stories Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? October 19, 2025 Clark Savage In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine conflict […]
Continue ReadingDaily Standup Top Stories Where’s the Glut? Says ConocoPhillips CEO Ryan Lance October 15, 2025 Clark Savage In the ever-volatile world of oil markets, ConocoPhillips CEO Ryan Lance has recently challenged the prevailing narratives of an impending oil surplus. Speaking at a recent industry event, Lance questioned the notion of a glut, […] Occidental CEO Hollub Sees […]
Continue ReadingIn a bold assertion that underscores the ongoing tension between global energy transitions and surging technological demands, Saudi Aramco CEO Amin Nasser declared that fossil fuels, rather than renewables, will be the primary force driving the electricity surge needed for artificial intelligence (AI) and electric vehicles (EVs). Speaking at an industry conference on October 13, […]
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 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 […]
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