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Finance

Bankruptcy

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 growth, is teetering on the brink of a financial precipice. A wave of high-profile bankruptcies among solar companies in 2024 and 2025 has […]

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 […]

Coal

China Loves Net Zero But not for the Reasons You Think

June 9, 2025 Andy Del Prado

Daily Standup Top Stories DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn June 7, 2025 Clark Savage ENB Pub Note: This article from David Blackmon is fantastic on The Daily Caller.  […]

Finance

Sempra advances Port Arthur LNG construction

June 9, 2025 Mariel Alumit

In March 2023, Sempra Infrastructure, a unit of Sempra, took a final investment decision for the first phase of its Port Arthur LNG export project worth about $13 billion. Bechtel won the $10.5 billion EPC contract, which […]

Exports

Basalt adds another LNG carrier to its fleet

June 9, 2025 Mariel Alumit

“The addition of Celsius Galapagos brings the Vanadis platform to a total of four vessels, and 11 in total across Basalt’s two LNG portfolios, Vanadis and Freyja, demonstrating the continued delivery of Basalt’s strategy to […]

ENB Pub Note

USTR makes concessions for car carriers and LNG shipments in latest China tonnage port fees twist

June 9, 2025 Stu Turley

ENB Pub Note: This is a huge problem and the Trump Adminstration is working on it, and the Jones Act needs to be repealed, ships purchased and those allowed to be used until our shipyards […]

Montana Mine Bull Mountain - source New York Times
Coal

Coal is Crowned King Again by President Trump: Montana’s Bull Mountains Mine Expansion and Investment Opportunities

June 8, 2025 Clark Savage

Coal is back in the spotlight, and President Donald Trump is wielding the scepter. With a bold stroke, the Trump administration has greenlit the expansion of Montana’s Bull Mountains Coal Mine, signaling a revival of […]

coal power abroad
Coal

China’s Energy Mix and Investment Made on the Backs of the Western Net Zero Movement

June 7, 2025 Clark Savage

Is Oil & Gas Right for Your Portfolio? China’s energy landscape is a study in contrasts: the world’s largest coal consumer and carbon emitter, yet also the global leader in renewable energy deployment. As Western […]

ENB Daily Standup

A tale of two states, Alaska versus California, and the race for energy security – ENB Weekly Recap

June 7, 2025 Andy Del Prado

Weekly Daily Standup Top Stories Why Hasn’t Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats June 1, 2025 Clark Savage I have been discussing this for months […]

Price
Finance

Inventory of Homes for Sale in Biggest California Markets Suddenly Piles Up to Highest in Years: Demand Has Collapsed

June 6, 2025 Mariel Alumit

Listings YoY: San Diego +66%, Los Angeles +47%, Orange County +79%, Riverside-San Bernadino +51%, San Jose & Silicon Valley +56%; San Francisco metro +40%, Sacramento +55%, Fresno +42%. By Wolf Richter for WOLF STREET. The problem is demand […]

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