Geopolitical Archives

Daily Energy Standup Episode #79 – Renewable Investors are getting squeezed – Mexico and U.S. Energy crisis

March 13, 2023 Andy Del Prado

Daily Standup Top Stories Businesses Urge Biden to Use ‘Every Tool’ in Mexico Energy Spat March 12, 2023 Allen Santos Business groups representing American oil producers, renewable electricity and manufacturers urged the Biden administration to […]

Daily Energy Standup Episode #78 – A weekly recap – OXY takes a victory lap, Bulls are running on oil, and BP can’t justify spending on renewables.

March 10, 2023 Andy Del Prado

Top Stories of the week Forget Peak Oil Demand: A Thirst for Barrels Puts $100 in View Opinion: BP’s Beyond Petroleum rolls back climate ambitions, sends … The Inflation Reduction Act Is Very Good At […]

Daily Energy Standup Episode #77 – Sheffield says $100 oil in Q4, Ukraine denies blowing up Nord Stream says “we have no Navy, Divers, or underwater demolition” and SMR nuclear is on the way

March 9, 2023 Andy Del Prado

Daily Standup Top Stories Pioneer CEO: Oil Could Reach $100 a Barrel by Q4 March 8, 2023 Mariel Alumit Pioneer Natural Resources CEO Scott Sheffield says oil could reach $100 a barrel by q4. He […]

Daily Energy Standup Episode #76 – Did sanctions kill the dollar? Hats off to OXY for the right path to ESG – EU LNG imports from Russia the highest in 3 years

March 8, 2023 Andy Del Prado

Daily Standup Top Stories EU’s LNG imports from Russia see highest levels in 3 years March 7, 2023 Mariel Alumit European Union’s LNG imports from Russia last year rise by 31% and 35% compared to […]

Daily Energy Standup Episode #75 – U.S. Maritime Industry needs Nuclear Power – China demand? – Godzillia will not return on Fukushima water release

March 7, 2023 Andy Del Prado

Daily Standup Top Stories Advanced Nuclear Power Could Transform U.S. Maritime Industry March 6, 2023 Mariel Alumit The US maritime sector has suffered a steep decline since its peak in the immediate post-WWII era with […]

Daily Energy Standup Episode #74 – Oil prices look bullish through 2023 and 2024 – Chevron boosts share buyback – BP rolls back renewable – Russia looks to next steps.

March 6, 2023 Andy Del Prado

Daily Standup Top Stories Forget Peak Oil Demand: A Thirst for Barrels Puts $100 in View March 5, 2023 Allen Santos As Covid-19 lockdowns gripped the world in 2020, Bernard Looney, chief executive officer of BP […]

Daily Energy Standup Episode #73 – A weekly recap covering the critical stories from the guys.

March 3, 2023 Andy Del Prado

Top Stories of the week The U.S. Has Billions for Wind and Solar Projects. Good Luck Plugging Them In. (NYT) Pioneer’s Sheffield Predicting $90 to $100 Oil Price by Early Summer Atlantic LNG to lay […]

Daily Energy Standup Episode #72 Where are the environmentalists when whales are dying? King Coal Sales Look Strong, Mexico approves new Tesla Plant

March 2, 2023 Andy Del Prado

Daily Standup Top Stories Evidence says offshore wind development is killing lots of whales March 1, 2023 Mariel Alumit The recent deaths of seven whales off New Jersey, mostly humpbacks, got a lot of attention. […]

Daily Energy Standup Episode #71 – Great for Tesla as they produce 4,000 cars per week in Germany – Net Zero is impossible without a “Ballanced Diet of Energy.”

March 1, 2023 Andy Del Prado

Daily Standup Top Stories Tesla’s Germany Plant Is Producing 4,000 Cars Per Week, Three Weeks Ahead Of Schedule February 28, 2023 Mariel Alumit If Tesla’s new plant in Germany is any indication, not only is […]

Daily Energy Standup Episode #70 – Pioneer’s Sheffield Predicting $90 to $100 Oil (Brent) – High gas prices could be the new norm for europe – Soft economic landing? – Nope

February 28, 2023 Andy Del Prado

Daily Standup Top Stories Pioneer’s Sheffield Predicting $90 to $100 Oil Price by Early Summer February 27, 2023 Mariel Alumit Pioneer Natural Resources Co. CEO Scott Sheffield expressed a bullish oil price outlook on Thursday […]