Texas is at the epicenter of America’s AI revolution, and the numbers are staggering. The Electric Reliability Council of Texas (ERCOT) has released a preliminary Long-Term Load Forecast projecting peak electricity demand could hit approximately 367,790 MW (367.8 GW) by 2032—more than four times the current all-time record of 85,508 MW set in August 2023. […]
Continue ReadingJust in time for the potentially crippling storm hitting the Southern Half of the United States, this podcast interview with Dr. Brett Bennett of the Texas Public Policy Foundation highlights the money spent on wind and solar, but not on resilience. While significant improvements have been made to the ERCOT Grid system, a fundamental issue […]
Continue ReadingThere is a lot to unpack today, but if you want to make money, Silver, and Nat Gas are at the top of the list. The JP Morgan story with their silver problem is a wild ride for silver miners, and if you are looking to make some money, I show you the tools I […]
Continue ReadingWeekly Daily Standup Top Stories Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? October 19, 2025 Clark Savage In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine […]
Continue ReadingDaily Standup Top Stories EU’s Climate Rules Have Caused a Response from the US and Qatar, Issuing Trade Threats October 22, 2025 Clark Savage In an escalating tension over global energy trade, the European Union’s push for stringent climate and sustainability regulations has drawn sharp rebukes from major LNG suppliers, the United States, and Qatar. Both […]
Continue ReadingDaily Standup Top Stories Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets? September 23, 2025 Clark Savage In a stark admission during a September 2025 press conference, China’s Finance Minister revealed that “every penny we spend is borrowed,” highlighting the precarious state of the nation’s finances. This confession has […]
Continue ReadingDaily Standup Top Stories What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors? August 23, 2025 Clark Savage Federal Reserve Chair Jerome Powell’s annual address at the Jackson Hole Economic Symposium is always a pivotal moment for global markets, and his 2025 speech, delivered on August 22, was no […]
Continue ReadingPresident Trump is poised to make a significant error. This is a massive problem for the Trump adminstration and they need to not put secondary sanctions on India. We do business with China, and they have embedded horrible kill switches and ways to take our grid down. Let\’s not sanction India, lose a trade deal, […]
Continue ReadingWeekly Daily Standup Top Stories The OBBBA Resets the Energy Policy Playing Field: A New Era for Oil, Gas, and Nuclear July 6, 2025 Clark Savage On July 3, 2025, President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law, marking a pivotal shift in U.S. energy policy. This landmark legislation, passed with […]
Continue ReadingDaily Standup Top Stories UAE Says Oil Market Needs More Oil with Healthy Demand July 9, 2025 Clark Savage The global oil market is showing signs of robust demand, according to United Arab Emirates Energy Minister Suhail al-Mazrouei, who recently stated that the market is “thirsty” for additional OPEC+ barrels. Speaking at a biennial […] DOE’s Grid […]
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