ENB Pub Note: Until the EU sanctions Chinese or Indian refineries, Russian oil will still reach its biggest buyers. I have included a summary of the sanctions, and Russia has had a 4.2% GDP growth […]
ENB Pub Note: The second-tier sanctions against the Chinese refineries may be the most effective. I included a summary on top, with the newest announcement on the bottom. The Trump administration imposed extensive sanctions on […]
Daily Standup Top Stories Saudi Arabia Spends Like Oil’s Still at $90 May 12, 2025 Clark Savage ENB Pub Note: Excellent article from Irina Slav at Oilprice.com. This article reinforces Doomberg’s comments about OPEC and its […]
Big Oil Companies Mergers, Or are they Moving? Mounting speculation surrounds a potential BP-Shell mega merger and the growing likelihood that one or both oil giants may relocate to the U.S. amid hostile UK energy […]
ENB Pub Note: Excellent article from Irina Slav at Oilprice.com. This article reinforces Doomberg’s comments about OPEC and its viability in the future as a cartel. Last week on the Energy News Beat podcast, he […]
Key Points Research suggests Chevron’s oil production in Venezuela is winding down, likely zero or negligible by May 11, 2025. It seems likely that U.S. sanctions and license termination have halted significant operations. The evidence […]
Weekly Daily Standup Top Stories Why Spain’s Rooftop Solar Owners Weren’t Spared From the Blackout May 4, 2025 Clark Savage ENB Pub Note: Rooftop solar panels on homes are not bad; they must be appropriately designed […]
ENB Pub Note: This quiet story of the U.S. and Russia looking at bringing natural gas back to the EU has a lot of implications that I have been talking about for a long time. […]
ENB Pub Note: Sanctions don’t work as intended is a great line that Irina Slav has said. There are an estimated 1400 dark fleet tankers, and 230 being sanctioned is inconvenient for Russia, but won’t […]
ENB Pub Note: This is a significant sanction, and will impact the tariff discussions this weekend with the Trump administration’s team and China. China is not doing very well, and this weekend will be critical. […]
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