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 […]
Asia
Exports
LNG Supply Growth Lagging Behind Shipping Expansion
The LNG shipping industry has built excessive capacity in anticipation of increased LNG exports, resulting in a current oversupply of ships and plummeting charter rates. Political factors, such as the U.S. pause on new LNG […]
AI
$300 Billion in Global Nuclear Energy Investment – is this in trouble because of DeepSeek
ENB Pub Note: This is a fundamental question. Will DeepSeek lead to the cancellation of some nuclear power generation projects? What is the impact on the uranium market and the nuclear supply chain? Anas Alhajii […]
Crude Oil News
Trump’s Trade Strategy Fuels Unexpected Energy Boom
Asian and European countries are increasing their imports of U.S. LNG and crude oil to avoid potential tariffs. Europe faces challenges due to the high price of U.S. energy compared to geographically closer alternatives. Trump’s […]
Geopolitical
Moscow strengthens energy ties with Asian ally
Moscow is willing to supply liquefied natural gas (LNG) and oil to Vietnam, as well as help develop its nuclear power sector as it seeks to expand energy cooperation with the Asian nation, Russian Prime […]
Finance
Ukrainian gas block to force up Asian LNG price – Bloomberg
Kiev ended the transit of Russian gas to the EU on January 1 after refusing to extend a five-year contract with Moscow The cessation of natural gas flows from Russia to European consumers following Kiev’s […]
Exports
Panama Canal Bets on Asian Demand to Boost Flailing LNG Traffic
The Panama Canal has had to navigate several headwinds in recent months. Restrictions at the Panama Canal have been eased in recent months, and the canal authority hopes ship traffic will begin to rise. Panama […]
Geopolitical
LNG Industry Faces Uncertain Future
The LNG industry is facing a series of challenges, including regulatory hurdles, supply chain disruptions, and price sensitivity, which could impact its future growth. Asian demand for LNG, a key driver of the industry’s expansion, […]
Electrical Generation / Utilities
Russia’s Nuclear Ambitions in Central Asia
Russia’s Rosatom is promoting small, low-power nuclear reactors as a solution to Central Asia’s energy crisis. Central Asian countries are considering nuclear power but have concerns about safety due to the region’s seismic activity. Rosatom’s […]
BRICS
Week Recap: OPEC Shifts, LNG Approval, and Global Energy Politics
Weekly Daily Standup Top Stories Saudi Arabia Expected to Cut Its Oil Prices to Asia for October September 2, 2024 Stu Turley Saudi Aramco is expected to cut the OSP of its crude oil for Asia […]