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HomeEnergy Policy

Energy Policy

ENB Pub Note

Japan Might Challenge China Sooner Than Expected – Andrew Korybko

November 19, 2025 Clark Savage

ENB Pub Note: This is an outstanding article from Andrew Korybko’s Substack newsletter, and he has some great points about Japan and China. The one concern I have about Japan is its debt structure, and […]

Big Oil Companies

Lukoil’s Suitor List Expands to Exxon, Chevron, and Abu Dhabi

November 18, 2025 Clark Savage

In a significant development amid escalating U.S. sanctions on Russian energy firms, Lukoil PJSC’s roster of potential buyers for its international assets has grown to include major players like Exxon Mobil Corp., Chevron Corp., and […]

Commodities

Huge Meeting at the U.S. White House – Saudi Arabia Deploys $1 Trillion Into the U.S.

November 18, 2025 Clark Savage

In a landmark diplomatic and economic event, U.S. President Donald Trump hosted Saudi Crown Prince Mohammed bin Salman (MBS) at the White House on November 18, 2025, marking a significant escalation in bilateral ties. During […]

Electrical Generation / Utilities

Oncor Pushing $33 Billion Power Project Expansion

November 17, 2025 Clark Savage

In a move that’s sparking debate across the Lone Star State, Oncor—the largest energy delivery company in Texas—is aggressively advocating for a massive $33 billion transmission infrastructure overhaul known as the Texas 765-kV Strategic Transmission […]

AI

Data Centers Are Concentrated in a Handful of States, and Here’s What’s Happening to Electricity Prices

November 17, 2025 Clark Savage

In the era of AI-driven innovation and cloud computing dominance, data centers have become the unsung powerhouses of the digital economy. But this boom comes at a cost—literally. Concentrated in just a few states, these […]

AI

Chevron’s Future: Why the CEO Is All In

November 17, 2025 Andy Del Prado

The world needs trillions of dollars just to meet normal decline curves, and we are tracking the oil and gas businesses’ returns to investors as consistent compared to renewable energy sources. Consumers and investors want […]

U.K.
AI

Labour Faces a Choice: AI or Net Zero—They Are Not Compatible – Insights from Kathryn Porter

November 16, 2025 Clark Savage

In a recent op-ed for The Telegraph, energy analyst Kathryn Porter laid bare a stark reality for the UK’s Labour government: the ambitious pursuit of AI-driven economic growth is fundamentally at odds with the rigid […]

Big Oil Companies

Mike Wirth, Chevron CEO, Believes in the Future of Oil, Gas, and Chevron

November 15, 2025 Clark Savage

In a landscape where energy markets are grappling with uncertainties around oversupply and the push toward renewables, Chevron CEO Mike Wirth stands firm in his optimism for the oil and gas sector. Speaking recently, Wirth […]

AI

Location, Location, Location: Why Drilling Success Depends on the Basin – ENB Weekly Recap

November 15, 2025 Andy Del Prado

Weekly Daily Standup Top Stories U.S. Drilling Programs Are Resilient, but It Depends on the Location November 6, 2025 Clark Savage In the ever-volatile world of energy markets, U.S. oil and gas producers are demonstrating remarkable […]

AI

The Oil and Gas Global Markets Financial Update with Josh Young, and Tracy Shuchart

November 15, 2025 Clark Savage

This was a great live podcast with Tracy Shuchart, CEO/Founder & Chief Market Strategist with Hilltower Resource Advisors, and Josh Young, Portfolio Manager at Bison Interests. We have had 6,811 views on my X account […]

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