ENB Pub Note
US targets Iranian LPG magnate
ENB Pub Note: The story below about the US Department of the Treasury going after the Iranian LPG market is normally not on the front page. Let’s examine the market size and then review the […]
Dark Fleet
Crude Oil News
Aframaxes dominate sanctioned fleet
RegulatoryTankers Aframaxes now account for 22% of the total sanctioned vessel population, up from 5% in 2022, having overtaken VLCCs as the dominant vessel type under sanctions in 2024, according to new data from Signal […]
Critical Minerals
Week Recap: EPA Reverses Regulations, Trump Diplomacy, and US Sanctions on Oil
Weekly Daily Standup Top Stories EPA Unleashes 31 Actions To Overturn Biden- and Obama-Era Regulations, Boost American Power March 14, 2025 Stu Turley The EPA is reconsidering various regulations on power plants, oil and gas facilities, […]
Big Oil Companies
Trump Oil Strategy
Daily Standup Top Stories Chevron Out, Black Market In? The Fallout of U.S. Sanctions on Venezuela March 19, 2025 Clark Savage Revoking Chevron’s license in Venezuela could drive oil sales back underground, reducing transparency and benefiting […]
Crude Oil News
Chevron Out, Black Market In? The Fallout of U.S. Sanctions on Venezuela
Revoking Chevron’s license in Venezuela could drive oil sales back underground, reducing transparency and benefiting corrupt intermediaries. Sanctions on Venezuela have had mixed effects. Removing licenses may disrupt Venezuela’s foreign exchange market and private sector. […]
Commodities
Reserve Refill Begins
Daily Standup Top Stories Chris Wright Moves to Refill The Strategic Petroleum Reserve March 9, 2025 Clark Savage Many people are curious about the Trump administration’s plans to refill the Strategic Petroleum Reserve (SPR) that was […]
Crude Oil News
Sanctions Are Tangling, Not Stopping, China’s Iran Oil Trade
ENB Pub note: Interesting from Bloomberg. Also, we need to look at how much oil California potentially still imports from Iran. The official list of imported oil in California is: “According to the California Energy […]
Geopolitical
The thousand faces ship: how Chinese vessels change names mid-voyage
The latest ship accused of damaging cables off Taiwan had a simple way of changing identity. Taiwan’s coast guard detained a cargo ship and its Chinese crew a week ago. The vessel is suspected of […]
Geopolitical
Polish study suggests ships are conducting GPS jamming operations in the Baltic
A study by Polish researchers claims that moving vessels on the Baltic Sea are responsible for an escalation in GPS disruptions in the region. The study observed GPS interruption at a ground level with a […]
AI
Alaska LNG Growth
Daily Standup Top Stories Natural Gas Prices Surged 160%—And They’re Not Coming Down Soon February 24, 2025 Clark Savage Natural gas prices have jumped in recent weeks in all major consuming markets, including in the United […]