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HomeExploration and Production

Exploration and Production

AI

What the U.S. Government Shutdown Means for the U.S. Energy Markets

October 2, 2025 Andy Del Prado

Wall Street rediscovers that oil and gas are a much better market than renewables. The world is short Trillions of dollars of investments just to meet decline curves, and the oil and gas companies in […]

Downstream

Berkshire Hathaway Inc. to Acquire OxyChem: A Strategic Move in Energy and Chemicals

October 2, 2025 Clark Savage

In a significant development shaking up the energy and petrochemical sectors, Warren Buffett’s Berkshire Hathaway Inc. is reportedly on the verge of acquiring OxyChem, the petrochemical division of Occidental Petroleum Corp., for approximately $10 billion. […]

AI

Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

October 1, 2025 Clark Savage

In a rapidly evolving energy landscape, major oil companies are shedding weight to stay competitive amid fluctuating crude prices, mergers and acquisitions, and technological disruptions. As highlighted in a recent Wall Street Journal piece, giants […]

Big Oil Companies

Big Oil Has Benefited from the Financial Discipline Imposed by ESG and what this means to investors

September 29, 2025 Clark Savage

In recent years, the environmental, social, and governance (ESG) movement has reshaped the investment landscape for the oil and gas industry. While ESG criteria often cast fossil fuels in a negative light, making them nearly […]

TotalEnergies
Big Oil Companies

TotalEnergies Cuts CapEx by Over a Billion Dollars, Mostly in Renewables

September 29, 2025 Clark Savage

In a move signaling a strategic pivot amid rising debt and fluctuating energy markets, TotalEnergies has announced significant reductions in its capital expenditure (CapEx), with cuts exceeding $1 billion annually starting in 2026, and earlier […]

Big Oil Companies

Is Big Oil Back in Vogue?

September 29, 2025 Andy Del Prado

Daily 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 […]

Big Oil Companies

Occidental Petroleum in Talks to Sell OxyChem Unit, FT Says

September 28, 2025 Clark Savage

In a significant move that could reshape its portfolio and bolster its financial health, Occidental Petroleum Corp. (NYSE: OXY) is reportedly negotiating the sale of its petrochemical division, OxyChem, in a deal valued at a […]

ENB Pub Note

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 […]

Crude Oil News

Dallas Fed Survey Reveals Unrest in America’s Shale Patch

September 27, 2025 Clark Savage

ENB Pub Note: This article is from David Blackmon’s Substack, and we recommend subscribing. This brings up a huge discrepancy between “Drill Baby Drill” and what is actually happening in the oil and gas industry […]

Crude Oil News

U.S. Shale Costs to Soar to $95 per Barrel Within a Decade

September 26, 2025 Stu Turley

The U.S. shale oil industry, a cornerstone of global energy supply, is facing a pivotal shift. According to recent analysis from energy intelligence firm Enverus, the marginal cost of U.S. shale oil production is projected […]

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