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ENB Pub Note

Notes and opinions from the Energy News Beat team.

hina and US Flag - China knows - created by Grok on X
ENB Pub Note

Is the Trump Tariff War with China Over, and What Is the Final Impact to Investors?

June 11, 2025 Clark Savage

The U.S.-China trade war, a rollercoaster of tariffs, retaliations, and negotiations, has been a defining issue for global markets since President Donald Trump’s first term. With recent developments signaling a potential resolution, investors in the […]

Five states
Big Oil Companies

Natural Gas is Booming: Unlocking Opportunities in the Energy Sector

June 11, 2025 Clark Savage

The U.S. natural gas sector is experiencing an unprecedented boom, fueled by record production, surging global demand, and strategic infrastructure advancements. As the world’s leading natural gas producer, the United States is leveraging its prolific […]

AI

Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas

June 11, 2025 Clark Savage

The United States is experiencing an unprecedented surge in electricity demand, driven primarily by the rapid expansion of data centers. A recent forecast has boosted the U.S. power-usage outlook by a staggering 92% over previous […]

ENB Pub Note

Cheniere aims to start construction on Sabine Pass LNG expansion in late 2026

June 11, 2025 Mariel Alumit

ENB Pub Note: I included Cheniere Energy’s last earnings summary for 2024, and LNG export on top of the update from LNGPrime.com on the expansion project in Texas. Summary of Cheniere Energy’s Last Earnings Report […]

Diesel

Why Israel and Iran Will Dictate U.S. Summer Fuel Prices

June 11, 2025 Andy Del Prado

Daily Standup Top Stories What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure? June 10, 2025 Clark Savage The escalating tensions between Israel and Iran have long been […]

OIl fields in Iran created by Grok on X
Crude Oil News

What Would Happen to the Oil Market if Israel Targeted Iran’s Nuclear Sites or Oil Export Infrastructure?

June 10, 2025 Clark Savage

The escalating tensions between Israel and Iran have long been a geopolitical flashpoint, with implications that ripple across global energy markets. Recent speculation about Israel potentially targeting Iran’s nuclear facilities or oil export infrastructure has […]

Bankruptcy

Wind Turbines Threaten Town? Mayor Says ENOUGH!

June 10, 2025 Andy Del Prado

Daily Standup Top Stories Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff June 9, 2025 Clark Savage The U.S. clean energy sector, once hailed as the future of sustainable […]

Green Energy
Electrical Generation / Utilities

Developer requests to cancel New Jersey offshore wind project

June 10, 2025 Stu Turley

ENB Pub Note: The Atlantic Shores Offshore Wind, a joint venture between Shell New Energies and EDF Renewables, has filed a request to cancel its wind project off the coast of Atlantic City, New Jersey. […]

Electric Vehicles

The Uglier side of Electric Vehicles: disposing of the EV batteries.

June 9, 2025 Clark Savage

ENB Pub Note: This article by Ronald Stein is an outstanding piece and also sparks a discussion on how long insurance companies will continue to offer homeowners insurance to EV owners.  If they force you […]

Five states
Crude Oil News

OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets

June 9, 2025 Clark Savage

As we examine investments in the energy markets, I consider trends, supply, demand, and opinions from energy leaders with an excellent track record. I have included two posts on X from Josh Young of Bison […]

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