Biofuel
Trump’s Tariff Gamble
Daily Standup Top Stories Are President Trump’s Tariffs A Good Thing? And how does LNG play into his plan? by Stu Turley Read on Substack Moscow calls for joint Russia-US projects in the Arctic February […]
OPEC
Crude Oil News
Will OPEC Sit Back as Non-OPEC Oil Gains Ground?
The U.S. Energy Information Administration forecasts non-OPEC crude oil production to increase by 1.8 million barrels per day this year. OPEC+ has maintained output cuts for three years, reducing its global market share from 53% […]
CO2 & GHG
Week Recap: Climate Pushback, Oil Prices, and Trump-Putin Talks Shake the Market
Weekly Daily Standup Top Stories Pushback Begins Against Trump’s Oil Agenda February 9, 2025 Clark Savage West Texas Intermediate has been trading around $70 this week after posting two weeks of declines. The last time shale […]
AI
Swiss Emission Curbs
Daily Standup Top Stories $300 Billion in Global Nuclear Energy Investment – is this in trouble because of DeepSeek February 8, 2025 Clark Savage ENB Pub Note: This is a fundamental question. Will DeepSeek lead to […]
Crude Oil News
Pushback Begins Against Trump’s Oil Agenda
West Texas Intermediate has been trading around $70 this week after posting two weeks of declines. The last time shale producers pursued a flat-out production strategy, crude prices tanked to the $40s. Cheap oil may […]
Climate Crisis
Reliable Power Fuels Growth
Daily Standup Top Stories Rethinking the global electricity debate: Why reliable power matters for economic growth January 14, 2025 Clark Savage Developing and industrialising regions and economies require reliable and low-cost electricity from dependable sources. Global […]
Crude Oil News
2025 Brings Fundamentals Back to the Fore in Oil Markets
Algorithmic trading resulted in significant losses for traders last year due to over-reliance on technical signals. Algorithmic traders have reduced the weight of oil in their portfolios by as much as half, from 4% in […]
Crude Oil News
Brent crude oil prices traded in a narrow range in 2024
Data source: Bloomberg, L.P. Note: A front-month contract is a futures contract that is the closest to expiration. Benchmark Brent crude oil futures prices averaged $80 per barrel (b) in 2024, $2/b less than in 2023. Intraday […]
CO2 & GHG
Week Recap: Exxon’s Expansion, EV Challenges, and Tesla’s Triumphs
Weekly Daily Standup Top Stories EV Sales Slump: A Global Reality Check December 8, 2024 Clark Savage Global EV sales are slowing down due to high prices, concerns about charging infrastructure, and reduced government subsidies. Major […]
Electrical Generation / Utilities
Biden vs. Trump Policies
Daily Standup Top Stories Biden Defends Economic Record, Says Trump Plans Threaten Growth December 10, 2024 Clark Savage ENB Pub Note: We all know that Joe voted for President Trump, but I did not have him […]