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 […]
In a milestone that’s sending ripples through financial markets, the U.S. Treasury’s gold reserves have surpassed $1 trillion in market value for the first time ever. This surge, fueled by gold prices climbing to record […]
The U.S. is exploring a $5 billion mining investment fund, which would represent its largest direct involvement in securing critical minerals. This initiative aims to address concerns about mineral supply chains, given China’s dominance in […]
Daily Standup Top Stories Energy Transition Stalls as Oil Super-Cycle Risks Return August 19, 2025 Clark Savage ENB Pub Note: This is an outstanding article from Irina Slav at Oilprice.com. She brings up some fantastic points, […]
The nuclear energy sector is experiencing a resurgence in 2025, driven by global efforts to achieve net-zero emissions, surging demand from AI data centers, and government initiatives to bolster energy security. Nuclear power offers reliable, […]
In a significant push to bolster domestic supply chains and reduce reliance on foreign powers, particularly China, the Trump administration has proposed nearly $1 billion in funding for the development of critical minerals and materials. […]
Daily Standup Top Stories Germany’s Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants August 10, 2025 Clark Savage In a bizarre twist of environmental policy, Germany’s push toward Net Zero emissions has […]
In a landmark move for America’s nuclear energy sector, General Matter, a burgeoning U.S. uranium enrichment startup, has signed a long-term lease with the Department of Energy (DOE) to construct a $1.5 billion enrichment facility […]
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 […]
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