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ENB Pub Note

Notes and opinions from the Energy News Beat team.

Critical Minerals

Japan’s LNG Surge: Energy Crisis Ahead

May 22, 2025 Andy Del Prado

Daily Standup Top Stories China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line? May 21, 2025 Stu Turley ENB Pub Note: The […]

AI

AI’s Impact on Energy: Optimizing Data and Decision-Making with Jon Brewton and Mark Stansberry

May 22, 2025 Clark Savage

This is the first in a new series for 2025, in which we will discuss how AI impacts energy throughout the entire supply chain and on to consumers. In this episode of Energy Newsbeat – […]

Electrical Generation / Utilities

France was top destination for US LNG supplies in March

May 22, 2025 Mariel Alumit

ENB PUB Note: The DOE report shows France was the top destination, and I included the total energy summary of different types and who else they buy LNG from. France’s Energy Mix France’s energy mix […]

ENB Pub Note

Tense shipping situation in the Baltic as Russia hits out at neighbours

May 22, 2025 Stu Turley

ENB Pub Note: The Russian Dark Fleet is critical to Russia in keeping its oil exports moving through sanctions. Last month, we covered a Chinese cargo ship in the Baltic Sea doing similar cable and […]

ENB Pub Note

New York Wind Project Revived With Natgas Quid Pro Quo

May 21, 2025 Clark Savage

ENB Pub Note: This is a follow-up story to the one that was run yesterday: “Trump allows Equinor to resume work on wind project off New York.” I added the power mix for the New […]

Russia
Crude Oil News

India’s Oil Imports From Russia on Track for 10-Month High

May 21, 2025 Clark Savage

ENB Pub Note: The global oil demand side of the pricing equation looks at India and China as the two biggest matrices for international pricing. The fact that India is rolling on high import levels, […]

Tesla
Critical Minerals

China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line?

May 21, 2025 Stu Turley

ENB Pub Note: The EIA released its report on selected battery trade volumes, which makes us wonder how the United States will compete for batteries and critical minerals. Looking at the AI-generated plans, I am […]

Iran
Crude Oil News

Oil Jumps on Possibility of Israeli Attack on Iran

May 21, 2025 Clark Savage

ENB Pub Note: The story from Irina Slav at Oilprice.com below the line is an outstanding article. She is an excellent international energy expert. I am wondering about Israel’s attacking Iran’s nuclear sites without hitting […]

Crude Oil News

Velesto jackup to drill over 40 wells in Vietnam

May 21, 2025 Stu Turley

ENB Pub Note: Vietnam has a monopoly structure run by PetroVietnam and was not mentioned in the article from Asiaoffshore. The update on the new offshore jackup is good news for new drilling as it […]

Electrical Generation / Utilities

Trump Revives NY Wind Project

May 21, 2025 Andy Del Prado

Daily Standup Top Stories Saudi Arabia poised to increase summer crude burn for power May 20, 2025 Clark Savage There are several ways to look at Saudi Arabia’s use of crude oil to burn for electrical […]

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