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Critical Minerals

What is Going on with Silver, Gold and Oil?

December 29, 2025 Clark Savage

As we close out 2025, the commodities markets are buzzing with volatility, driven by a mix of geopolitical tensions, supply deficits, and economic uncertainties. Gold and silver have seen explosive gains this year, with silver […]

Crude Oil News

Sanctioned Tankers Load Venezuelan Oil Despite US Pressure

December 23, 2025 Clark Savage

In a bold defiance of escalating US pressure, sanctioned tankers continue to load Venezuelan oil off the country’s coast, even as the Trump administration ramps up its naval blockade to cut off revenue streams for […]

Electrical Generation / Utilities

US energy policy is currently locked in a fierce battle between people who say renewables will make electricity less expensive and people who say they won’t.

November 3, 2025 Clark Savage

ENB Pub Note: Doug Sheridan writes another great article on LinkedIn. It raises a key point: you need to think for yourself and look at the numbers.  Matthew Yglesias writes in Bloomberg, US energy policy […]

AI

Energy Addition, Not Transition — What It Really Means for Investors

October 30, 2025 Andy Del Prado

In the global energy landscape, the narrative of a swift “transition” away from fossil fuels to renewables has dominated headlines. However, a closer examination of demand trends, investment patterns, and infrastructure realities reveals a different […]

Crude Oil News

Oil Giants Join OPEC in Boosting Production with Earnings Confirmations This Week

October 29, 2025 Clark Savage

In a market grappling with tumbling crude prices and an oversupply of oil, major oil companies are aligning with OPEC’s strategy by ramping up production. This week’s earnings reports from industry heavyweights like ExxonMobil, Chevron, […]

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 […]

Oil prices
Big Oil Companies

Military Conflict Between the US and Venezuela Is Unlikely but Plausible

September 14, 2025 Clark Savage

In the sweltering heat of the Caribbean, tensions between the United States and Venezuela have simmered for years, fueled by oil riches, political animosity, and the shadowy world of drug trafficking. But recent events—a U.S. […]

Big Oil Companies

Why Valero Said No Is Good for California

September 11, 2025 Andy Del Prado

Daily Standup Top Stories California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown September 10, 2025 Clark Savage In a dramatic turnaround amid California’s escalating energy crunch, state legislators are […]

Crude Oil News

Peak Oil Production? Oil Majors’ Exploration Capital Tumbled Since 2013

September 8, 2025 Clark Savage

In the ever-evolving landscape of global energy, one trend stands out: the sharp decline in exploration capital expenditures (capex) by oil majors since the peak years around 2013. This pullback raises critical questions about future […]

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