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Bloomberg

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 […]

Climate Crisis

Saudi Price Rise Amid OPEC+ Surge

May 8, 2025 Mariel Alumit

Daily Standup Top Stories Why did Saudi Arabia raise prices to the Asia market while increasing OPEC+ production quotas? May 7, 2025 Clark Savage Earlier this week, I published an article titled “What does the OPEC+ increase […]

Crude Oil News

Peak Shale May Be Here Says Diamondback CEO

May 6, 2025 Clark Savage

Before oil prices started plunging last month, most banks and research firms had forecast US shale production would grow this year and next before plateauing later in the decade. Diamondback Energy trimmed its own full-year […]

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