Shale Capital Discipline

Daily Standup Top Stories U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric January 19, 2025 Clark Savage US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency […] Days before Trump takes […]

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EU-China Tensions

Daily Standup Top Stories Germany on course for longest post-war recession – data January 15, 2025 Mariel Alumit GDP contracted by 0.2% in 2024 due to soaring energy costs and weak exports, official figures show The German economy contracted for a second straight year in 2024 for the first time in more than […] The EU’s Trump-China […]

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Reliable Power Fuels Growth

Daily Standup Top Stories Rethinking the global electricity debate: Why reliable power matters for economic growth January 14, 2025 Clark Savage Developing and industrialising regions and economies require reliable and low-cost electricity from dependable sources. Global economic growth is increasing the demand for efficient cost-effective supply chain for the fuels, thousands of products, and for electricity […] […]

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US Sanctions Target Russia

Daily Standup Top Stories Ukraine tried to sabotage Russian gas supply to Türkiye – Moscow January 13, 2025 Mariel Alumit   A drone attack has been thwarted at a key compressor station, the Defense Ministry has said Ukraine has launched an unsuccessful drone attack on Russian energy infrastructure which delivers natural gas to Türkiye , […] Tougher […]

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Russian Economy vs. Sanctions

Daily Standup Top Stories What do oil and gas exports mean to the Russian economy? How will the new Biden Sanctions play with President Trump’s negotiations? January 12, 2025 Clark Savage ENB Pub Note: The following article is an excellent summary from Alexandra Prokopenko and Alexander Kolyandr about what the oil and gas exports mean to […]

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EU on Trump-Greenland

Daily Standup Top Stories Chevron Targets $6-8 bln In Free Cash Flow Growth By 2026 January 8, 2025 Clark Savage Chevron Corp.(NYSE:CVX) is well positioned to grow its free cash flow by $6 billion to $8 billion by next year, and lower expenses by “a couple billion dollars,” Chevron CEO Michael Wirth announced on Wednesday. America’s second […] Salt […]

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Biden Eyes Drilling Ban

Daily Standup Top Stories German purchases of Russian uranium surge January 4, 2025 Clark Savage ENB Pub Note: I have been talking about Germany’s call for more Russian natural gas, which falls in line with the energy crisis in Germany due to the failed Green Energy policies. Not only did […] German MP calls for NordStream to […]

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European Gas Prices

Daily Standup Top Stories High Gas Prices Spell Tough Start to 2025 for European Consumers December 30, 2024 Clark Savage End of Russia-Ukraine transit will add strain to tight market Higher prices set to last longer with futures showing premium European gas prices are up about 45% this year, adding to the burden on households […] Ukraine […]

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EU-US Energy Talks

Daily Standup Top Stories Azerbaijan-brokered deal to keep gas flowing to EU via Ukraine fails December 21, 2024 Clark Savage [[{“value”:” Moscow and Kyiv have failed to agree on a deal brokered by Azerbaijan to continue Russian gas exports to Europe via Ukraine, a senior source at the Azeri energy company SOCAR told Reuters on […] Qatar […]

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