In the ever-evolving landscape of global energy markets and finance, few concepts have sparked as much debate as the “petrodollar.” Coined to describe the system where oil is predominantly priced and traded in U.S. dollars, […]
In a groundbreaking advancement for nuclear energy, China has successfully achieved the world’s first thorium-to-uranium fuel conversion in an operational thorium-based molten salt reactor (TMSR). This milestone, announced on November 1, 2025, by the Shanghai […]
ENB Pub Note: This article is an interesting review of the leaked agreement and potential peace talks. As Stu Turley has been saying, the only way to get President Putin to the table is to […]
In a recent Substack post, energy analyst Robert Bryce delves into China’s evolving energy strategy under President Xi Jinping, challenging the dominant media narrative that portrays the country as a leader in “clean” renewables like […]
In the chill of late 2025, Germany is grappling with a stark reminder of its energy vulnerabilities. Power prices have surged amid a spike in fossil fuel generation, reaching the highest levels in nearly nine […]
Saudi Aramco, the world’s largest oil exporter, has announced a series of 17 memoranda of understanding (MoUs) and agreements with U.S. companies, potentially valued at more than $30 billion. These deals build on earlier announcements […]
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 […]
In the intricate dance of global energy markets, China has emerged as a pivotal player, effectively establishing both a floor and a ceiling for crude oil prices through its strategic imports and stockpiling activities. As […]
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: 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 […]
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