GM’s Q1 sales soar, with EV sales +94%, Hyundai-Kia and Honda sales soar, Toyota’s nearly flat, Ford’s dip, Stellantis still in death spiral.
ENB Pub Note: This is essential data from the EIA as it will consider how much trade tariffs can be offset by energy exports. In my Substack article “U.S. LNG Exports are Trump’s Trade Right […]
South Asia Brief on where bilateral negotiations stand. By Michael Kugelman, the writer of Foreign Policy’s weekly South Asia Brief and the director of the South Asia Institute at the Wilson Center. U.S. and Indian […]
Daily Standup Top Stories A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center – WSJ April 2, 2025 Clark Savage ENB Pub Note: Interesting article from the WSJ. They bring […]
For humans and AI trading the stock, it’s just a spectacularly fun video game. For observers, it proves this market is dangerously nuts. By Wolf Richter for WOLF STREET. The craziness of this situation is hard to convey […]
Are they still selling any Cybertrucks? By Wolf Richter for WOLF STREET. The total number of vehicles Tesla delivered to its customers around the globe in Q1 2025 plunged by 13% from the already crushed levels a year […]
ENB Pub Note: This is a critical story, and we will dig into this issue. The program in the IRA allocated $1.55 billion to the MERP, with $350 million designated as formula grant funding to […]
Daily Standup Top Stories New Natural Gas Pipes and LNG Terminals Shake Up Texas/Louisiana Gulf Coast – RBN Energy April 1, 2025 Clark Savage ENB Pub Note: Excellent Article from RBN Energy – I recommend following […]
ENB Pub Note: China and the EU are in a tight spot. They are not used to a President of the United States looking at the trade barriers and tariffs placed upon U.S.-made goods and […]
ENB Pub Note: It will be interesting to see how today shakes out. Israel has already issued a response, and they will be removing all tariffs, and several other countries have also said they are […]
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