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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 […]

AI

What the U.S. Government Shutdown Means for the U.S. Energy Markets

October 2, 2025 Andy Del Prado

Wall Street rediscovers that oil and gas are a much better market than renewables. The world is short Trillions of dollars of investments just to meet decline curves, and the oil and gas companies in […]

Stocks
Big Oil Companies

Wall Street Rediscovers Oil and Gas after Trump’s Trounce on Climate and Green Energy at the UN

October 1, 2025 Clark Savage

In a bold address to the United Nations General Assembly last week, President Donald Trump lambasted international climate agreements and green energy initiatives, calling them “job-killing schemes” that hinder economic growth and energy independence. Trump’s […]

ENB Pub Note

U.S. Government Shutdown Leaves Energy Markets on Edge – What Investors Should Know

October 1, 2025 Clark Savage

The U.S. federal government officially entered a shutdown on October 1, 2025, after Congress failed to pass a stopgap funding bill amid partisan divisions between Republicans and Democrats. This marks the first such lapse in […]

BP Appoints New Chairman with Experience of Relocation to New YorkBP to Cut 6,000 Jobs in Another Business Review
Big Oil Companies

BP Pushes Oil Demand Peak to Mid-2030s – Irina Slav

September 30, 2025 Clark Savage

The company now sees global oil demand peaking in the mid-2030s instead of before 2030. BP: declines are coming only gradually, driven by efficiency gains and EV adoption but offset by petrochemicals. Under BP’s “Current […]

Big Oil Companies

Big Oil Has Benefited from the Financial Discipline Imposed by ESG and what this means to investors

September 29, 2025 Clark Savage

In recent years, the environmental, social, and governance (ESG) movement has reshaped the investment landscape for the oil and gas industry. While ESG criteria often cast fossil fuels in a negative light, making them nearly […]

Big Oil Companies

Is Big Oil Back in Vogue?

September 29, 2025 Andy Del Prado

Daily Standup Top Stories Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges September 27, 2025 Clark Savage ENB Pub Note: This is an excellent article from Irina Slav on Oilprice.com. While the title says […]

ENB Pub Note

Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges

September 27, 2025 Clark Savage

ENB Pub Note: This is an excellent article from Irina Slav on Oilprice.com. While the title says advertisers are returning to big oil, I would add investors to the list. I have written several articles […]

Crude Oil News

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 a huge discrepancy between “Drill Baby Drill” and what is actually happening in the oil and gas industry […]

Crude Oil News

U.S. Shale Costs to Soar to $95 per Barrel Within a Decade

September 26, 2025 Stu Turley

The U.S. shale oil industry, a cornerstone of global energy supply, is facing a pivotal shift. According to recent analysis from energy intelligence firm Enverus, the marginal cost of U.S. shale oil production is projected […]

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