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Notes and opinions from the Energy News Beat team.

Critical Minerals

China Expands Critical Mineral Export Restrictions Ahead of Possible Trump-Xi Meeting

October 9, 2025 Clark Savage

In a move that underscores the escalating tensions in global trade, China has announced expanded export restrictions on rare earth elements and other critical minerals. Effective from December 1, 2025, for materials and immediately for […]

Crude Oil News

EIA Projects Steady U.S. Crude Oil Production at 13.5 Million Barrels Per Day Through 2026: Key Basins and Regions in Focus

October 9, 2025 Clark Savage

The U.S. Energy Information Administration (EIA) has updated its Short-Term Energy Outlook (STEO), forecasting that U.S. crude oil production will average 13.5 million barrels per day (b/d) in both 2025 and 2026. This projection comes […]

Electrical Generation / Utilities

Spain’s Grid Warns Power Supply at Risk after Voltage Swings – Can Texas and California learn from their mistakes?

October 9, 2025 Clark Savage

Spain’s aggressive push towards renewable energy has brought both environmental benefits and significant challenges to its power grid. Red Electrica, the country’s grid operator, recently warned that sharp voltage swings are putting the power supply […]

Big Oil Companies

Does OPEC+ Really Have Spare Capacity?

October 9, 2025 Andy Del Prado

Daily Standup Top Stories OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike October 8, 2025 Clark Savage In the volatile world of global energy markets, OPEC+—the alliance of oil-producing nations led by […]

CO2 & GHG

California Energy Crisis Brought to you by Gavin Newsom

October 8, 2025 Clark Savage

Podcast with Mike Umbro, and David Blackmon This was a fun podcast featuring  Mike Umbro  of Californians for Energy and Science, along with  David Blackmon of the Energy Impacts podcast. We covered some critical points about the total […]

Big Oil Companies

Exxon Considers Return to Iraq: A Potential Re-Entry into the Majnoon Oil Field

October 8, 2025 Clark Savage

In a significant development for the global energy sector, ExxonMobil is reportedly in advanced talks to re-enter Iraq’s oil industry after a nearly two-year absence. The U.S. energy giant is eyeing the massive Majnoon oil […]

Critical Minerals

The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China

October 8, 2025 Clark Savage

In a significant step toward securing America’s supply chains and reducing reliance on foreign adversaries, the United States has received its first direct shipment of tungsten concentrate from Rwanda. This milestone, achieved through a partnership […]

Crude Oil News

OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike

October 8, 2025 Clark Savage

In the volatile world of global energy markets, OPEC+—the alliance of oil-producing nations led by Saudi Arabia and Russia—is pushing against its production boundaries. With spare capacity dwindling, the group finds itself in a precarious […]

Big Oil Companies

Shell to Take $600 Million Hit from Scrapped Rotterdam Biofuels Project

October 7, 2025 Clark Savage

In a significant setback for its renewable energy ambitions, energy giant Shell has announced it will incur a $600 million financial hit in the third quarter of 2025 due to the cancellation of its biofuels […]

Crude Oil News

Low Oil Prices: Saudi Gift to Trump or Ticking Bomb?

October 7, 2025 Clark Savage

ENB Pub Note: This article from Irina Slav on Oilprice.com is excellent, and we will cover this on our daily standup podcast. OPEC+ has agreed to modest monthly production boosts, keeping oil prices range-bound around […]

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