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HomeGeopolitical

Geopolitical

LNG
ENB Daily Standup

Daily Energy Standup Episode #04 – The New LNG ports in Germany are good – The fact they are too late to stop runs on the banks is bad.

November 16, 2022 Andy Del Prado

We are moving right on through the week. Michael and Stu cover some great news with Germany getting a new LNG import terminal online in only 190 days, one more coming online in December. And […]

Energy
Crude Oil News

ENB Daily Energy Standup Episode November 16 – The energy duo covers “Which is worse; demand destruction or supply constraints.”

November 15, 2022 Andy Del Prado

You cannot buy today’s entertainment and news. Great news with Isreal and Lebanon in the Leviathan natural gas field. The market issue around energy investing and the demand destruction vs. supply constraints. Michael Tanner and […]

ENB Daily Standup

Daily Energy Standup Episode November 15, 2022 – FREYR Battery accelerating US Gigafactory, Oil Futures, More Regulations on the way!

November 15, 2022 Andy Del Prado

You cannot buy today’s entertainment and news. COP27, Biden’s wanting to get rid of coal, and lots of fun market information. Exclusive FREYER Battery interview with Tom Jensen, CEO, from Norway. Michael Tanner and Stu […]

Biden
Energy Crisis

Did Biden Say, “If Russia invades Ukraine, there will be on Nord Stream 2.”

September 29, 2022 Mariel Alumit

WASHINGTON, Feb 7 (Reuters) – U.S. President Joe Biden on Monday warned that if Russia invades Ukraine, there would be no Nord Stream 2, but did not specify how he would go about ensuring the controversial pipeline would […]

The Future Of Energy - Maudlin SIC Conference
Carbon Capture

The Future of Energy Panel – Key Insights from the Mauldin Strategic Investors Conference

May 11, 2022 Stu Turley

There are some things that are just fun. Watching my daughter play volleyball and getting to speak at John Mauldin’s SIC2022 conference yesterday.  The title of SIC2022 is “Goodbye Normal, the most important SIC we’ve […]

Russia - Ukraine - ENB
Geopolitical

Putin likens Western sanctions to war as Russian assault traps Ukrainian civilians

March 7, 2022 Andy Del Prado

LVIV/KYIV, Ukraine, March 5 (Reuters) – Russian President Vladimir Putin said Western sanctions were akin to war as his forces pressed their assault on Ukraine on Saturday for a 10th day and the IMF warned […]

China - Russia deal makes sanctions worthless -ENB
International News

China is making sanctions on Russia irrelevant

February 12, 2022 Stu Turley

The invasion of Ukraine can now begin. China, from all appearances, has given Vladimir Putin the one thing he needs to defy the United States and the international community. The Russian autocrat looks like he has secured […]

US natural gas
EIA News

Europe relies primarily on imports to meet its natural gas needs

February 11, 2022 Mariel Alumit

Source: Graph created by the U.S. Energy Information Administration, based on data from Eurostat and the International Group of Liquefied Natural Gas Importers (GIIGNL) annual liquefied natural gas trade reports Note: Due to reporting requirements, some volumes […]

Cushing Oklahoma Storage Tanks - Reuters - ENB
Commodities

Oil turns higher on fears of tight supply, shrugging off U.S.-Iran talks

February 6, 2022 Mariel Alumit

ENB Publishers Note: If Russia is to invade, Putin needs to take the steps in the next 10 days for 2 reasons. His tanks will sink in the mud, and the demand for winter natural […]

Iran says US's sanctions waiver is 'not enough' as clock winds down on nuclear talks
Crude Oil News

Iran says US’s sanctions waiver is ‘not enough’ as clock winds down on nuclear talks – What does this mean for oil?

February 5, 2022 Mariel Alumit

ENB Publishers Note: In my opinion, there will be no treaty as Iran has placed contracts and survived with the sanctions, and does not care what the United States thinks. The new supply contracts with […]

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