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HomeGeopolitical

Geopolitical

Crude Oil News

Why China and India Continue Buying Russian Oil?

November 19, 2025 Clark Savage

ENB Pub Note: This article is from The Merchants News Substack by Giacomo Prandelli, and I had an outstanding conversation with him while he was in Switzerland. I love talking to people from around the […]

Critical Minerals

Europe Has Rare Earth and Critical Minerals, But Is at China’s Mercy Just Like Everyone Else

November 19, 2025 Clark Savage

In a world increasingly dependent on rare earth elements and critical minerals for everything from electric vehicles to wind turbines and defense technologies, Europe finds itself in a precarious position. Despite boasting significant deposits across […]

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 […]

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 […]

Crude Oil News

Iran Seizes Oil Tanker in Strait of Hormuz Amid Heightened Geopolitical Tensions

November 16, 2025 Clark Savage

In a move that has reignited concerns over maritime security in one of the world’s most critical energy chokepoints, Iran’s Islamic Revolutionary Guard Corps (IRGC) confirmed on Saturday that it had seized the Marshall Islands-flagged […]

Finance

Fed Study Vindicates Trump Trade Policy: 150 Years of Evidence Shows Tariffs Lower Inflation

November 16, 2025 Clark Savage

In a groundbreaking revelation that challenges long-held economic orthodoxies, a recent Federal Reserve study has provided historical validation for President Trump’s aggressive tariff policies. Analyzing 150 years of data from 1870 to 2020 across the […]

Crude Oil News

Ukraine Claims Strike on Rosneft’s Refinery – We summarize 2025 Energy Strikes in the Ukraine – Russian War

November 15, 2025 Clark Savage

In a bold escalation of its campaign against Russian energy assets, Ukraine’s military claimed responsibility for a drone strike on Rosneft’s Ryazan oil refinery, one of Russia’s largest facilities, on November 15, 2025. This attack […]

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 […]

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