The FT writes, US shale bosses polled by the Federal Reserve Bank of Dallas said they did not expect to significantly increase production over the next two years as a result of the “chaos” caused by the Iran war. According survey of more than 100 oil and gas companies, 43% of executives said they do […]
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This is from the Doug Sheridan LinkedIn account. We highly recommend following and connecting with Doug Sheridan. The great Javier Blas writes in Bloomberg, over the years, liberals became increasingly hostile to fossil fuels as the evidence of climate change accumulated. From 2020 onward, the hostility turned into militant opposition, culminating with Biden’s election slogan […]
Continue ReadingWeekly Daily Standup Top Stories U.S. Drilling Programs Are Resilient, but It Depends on the Location November 6, 2025 Clark Savage In the ever-volatile world of energy markets, U.S. oil and gas producers are demonstrating remarkable staying power amid oil prices hovering around $60 per barrel—a level that’s uncomfortably close to breakeven for many operations. Yet, […] […]
Continue ReadingDaily Standup Top Stories COPs from the UN have failed and it is time for a real dose of climate realism – What will Gavin Newsom do now for a speech punch line? November 12, 2025 Clark Savage As the confetti from the 2024 U.S. election settles and President-elect Donald Trump’s “drill, baby, drill” mantra echoes […]
Continue ReadingENB Pub note: This article is from Doug Sheridan on LinkedIn, and we recommend you follow him for great information on the oil and gas markets. Ambrose Evans-Pritchard writes in the Telegraph, imagine what the world would look like today if US fracking technology and America’s drillers had not delivered the shale revolution. The West […]
Continue ReadingDaily 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, and for investors looking for returns, there is the precursor of an oil super-cycle looming. Stu […] What Should Investors Look […]
Continue ReadingENB Pub Note: Doug Sheridan writes on LinkedIn the following, and he is spot on. And as the subtitle suggests, \”Turley\’s Law\” has been proven accurate in the past, and we will have to look at modifications as the world needs more oil and gas. The overall premise was that the more money spent on […]
Continue ReadingDaily Standup Top Stories Which Energy Markets are Moving July 20, 2025 Clark Savage As we navigate through July 2025, the global energy landscape continues to evolve amid economic uncertainties, policy shifts, and fluctuating demand. From traditional fossil fuels to emerging renewables, various sectors are experiencing notable movements—some upward, […] EQT Calls on Congress to Slash Gas […]
Continue ReadingDaily Standup Top Stories Wind and Solar\’s Day of Reckoning is Approaching. Oil and Gas are booming making the Net Zero energy transition impossible Stu Turley Energy Secretary Chris Wright Says Withdrawal from IEA Is Now on the Table July 16, 2025 Clark Savage In a bold move that underscores the Trump administration’s pro-fossil fuel stance, […]
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