ENB Pub Note: This article is from Dan Yergin, and I had the honor of producing the podcast with him and David Blackmon that he references in the article below. Dan is spot on his […]
Daily Standup Top Stories Can President Trump Take Control of the California Refineries to Stop a National Security Crisis? What would the policial fall out be? Stu Turley Trump’s Push for New Oil and Gas […]
On July 11, 2025, a historic milestone was marked in Ranchester, Wyoming, as the Brook Mine, operated by Ramaco Resources, Inc., became the first U.S. rare earth mine to open in over 70 years. U.S. […]
The DOD’s Role in Critical Minerals The DOD is stepping up efforts to secure critical minerals, especially rare earth elements (REEs), vital for defense technologies like fighter jets and missiles. On July 10, 2025, it […]
Russian forces have seized the village of Shevchenko in eastern Ukraine, a strategically significant location near the Kruta Balka lithium deposit, one of Europe’s largest untapped hard-rock lithium prospects. This development, reported by OilPrice.com on […]
This was a wild week in the energy space. The geopolitical tensions around the world are driving oil prices to $77, and if Iran’s oil export capacity is diminished, we may see some short-term spikes […]
Daily Standup Top Stories How the Israel-Iran Crisis Is Swiftly Becoming Taiwan’s National Security Crisis June 17, 2025 Clark Savage The escalating conflict between Israel and Iran, marked by Israeli airstrikes on Iranian military and nuclear […]
China’s dominance over rare earth elements (REEs) and critical minerals has become a geopolitical flashpoint, with the nation controlling roughly 60% of global mining and 85-90% of processing capacity. These materials—vital for everything from electric […]
Daily Standup Top Stories Is the Trump Tariff War with China Over, and What Is the Final Impact to Investors? June 11, 2025 Clark Savage The U.S.-China trade war, a rollercoaster of tariffs, retaliations, and negotiations, […]
The U.S.-China trade war, a rollercoaster of tariffs, retaliations, and negotiations, has been a defining issue for global markets since President Donald Trump’s first term. With recent developments signaling a potential resolution, investors in the […]
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