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Critical Minerals

The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China

October 8, 2025 Clark Savage

In a significant step toward securing America’s supply chains and reducing reliance on foreign adversaries, the United States has received its first direct shipment of tungsten concentrate from Rwanda. This milestone, achieved through a partnership […]

Shell created by Grok on X
Big Oil Companies

Shell’s Q3 Profit Soars on Strong Trading and Production

October 7, 2025 Clark Savage

In a positive signal for investors, energy giant Shell plc has released its third-quarter 2025 trading update, indicating a significant uptick in performance driven by robust trading activities and increased production volumes. The update, released […]

Coal

Has Net Zero Cost Germany Its Top Spot in Manufacturing?

October 6, 2025 Clark Savage

Germany has long been hailed as Europe’s industrial powerhouse, renowned for its engineering prowess and export-driven economy. However, in recent years, the country’s ambitious push toward net zero emissions—embodied in its Energiewende policy and amplified […]

Minnesota
AI

BlackRock’s GIP Wins Approval of $6 Billion Allete Deal – How investors look at the deal

October 4, 2025 Clark Savage

In a significant development for the energy sector, BlackRock’s Global Infrastructure Partners (GIP) has secured regulatory approval for its over $6 billion acquisition of Allete Inc., a key utility provider based in Duluth, Minnesota. The […]

AI

Wall Street Found Big Oil. Who Would Have Thought? – ENB Weekly Recap

October 4, 2025 Andy Del Prado

Weekly Daily Standup Top Stories Dallas Fed Survey Reveals Unrest in America’s Shale Patch September 27, 2025 Clark Savage ENB Pub Note: This article is from David Blackmon’s Substack, and we recommend subscribing. This brings up […]

Electrical Generation / Utilities

AI Computing Demand: An Additional 55 GW of Power Capacity Required Globally by 2030

October 4, 2025 Clark Savage

The rapid expansion of artificial intelligence (AI) is reshaping global energy landscapes, with data centers at the epicenter of this transformation. According to recent estimates from Citi, the surge in AI computing demand will necessitate […]

Copper
Critical Minerals

AI Demand and Grid Upgrades Drive Fresh Copper Boom – What companies are potential good investments?

October 4, 2025 Clark Savage

Copper futures have risen above $10,500 a ton, reaching their highest point since May 2024, driven by investment trends, macroeconomic factors, and a worsening supply outlook. Recent supply disruptions, including a force majeure declaration at […]

David Blackmon, and Josh Young, on the Energy News Beat update
Crude Oil News

The Oil and Gas Global Markets Financial Update – With Josh Young, Bision Interests and David Blackmon, Energy Impacts

October 3, 2025 Clark Savage

Key topics: Russia/Ukraine Geopolitical influences, California Refinery, and National Security This was a fantastic discussion with Josh Young  and David Blackmon  covering the global oil and gas markets. We had over 2,000 live viewers and received great questions. We […]

Electrical Generation / Utilities

Nuclear Power Startups Are Starting to Look Like a Bubble: What Does This Mean for Investors?

October 3, 2025 Clark Savage

In the rapidly evolving landscape of clean energy, nuclear power is experiencing a renaissance, driven by the insatiable energy demands of AI data centers and global commitments to carbon neutrality. However, a recent surge in […]

Finance

Eni Agrees to Build $7.2 Billion LNG Export Plant in Mozambique

October 2, 2025 Clark Savage

Eni, the Italian energy giant, has officially approved a $7.2 billion investment to build a new floating liquefied natural gas (LNG) export plant—Coral Norte—in Mozambique. This landmark decision not only doubles Mozambique’s LNG export capacity […]

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