Daily Standup Top Stories America’s Grid is Nearing Its Breaking Point September 14, 2025 Clark Savage The United States’ power grid, once a marvel of 20th-century engineering, is now teetering on the edge of collapse. As demand surges from emerging technologies like artificial intelligence, data centers, and electric vehicles, an aging […] $14 Trillion Stock Rally Expects […]
Continue ReadingThe International Energy Agency, which has repeatedly predicted that global oil demand growth will peak before 2030, has drafted a report admitting that both oil and gas demand are set to continue growing for decades. Bloomberg’s Javier Blas reported the news in a column this week, citing a draft of the IEA report, World Energy Outlook. The […]
Continue ReadingIn the world of energy markets, where headlines often scream about impending gluts and oversupply, OPEC\’s latest outlook is turning heads for all the wrong reasons—at least from the perspective of those expecting a flood of cheap oil. Much like the iconic 1984 Wendy\’s commercial that famously asked, \”Where\’s the Beef?\”, we\’re left pondering: Where\’s […]
Continue ReadingIn the ever-evolving landscape of global energy, the narrative of an impending \”peak\” in fossil fuel demand has long been a cornerstone of climate policy and investment strategies. Proponents argued that as renewables like wind and solar scale up, oil, gas, and coal consumption would inevitably plateau and decline within the decade. However, recent projections […]
Continue ReadingWeekly Daily 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 […]
Continue ReadingDaily Standup Top Stories The True Cost of Renewable Energy and the Impact on Consumers\’ Electrical Bills What does the EU, UK and ERCOT have in common? Stu Turley Climate change supporters and their media try to hit Net Zero by 2050, but at what cost – Doug Sheridan August 26, 2025 Clark Savage ENB Pub […]
Continue ReadingENB Pub Note: This article from Irina Slav on Oilprice.com is spot on. She has an absolutely unique view on energy, and is spot on. We will be covering this on the podcast later. Many oil price forecasts, particularly those from the International Energy Agency and net-zero organizations, consistently predict a glut by ignoring contradictory […]
Continue ReadingWeekly Daily Standup Top Stories OPEC is Looking for Market Share While Playing the Long Game July 20, 2025 Clark Savage In the ever-evolving landscape of global energy markets, the Organization of the Petroleum Exporting Countries (OPEC) continues to navigate a delicate balance between securing greater market share and sustaining elevated oil prices. As of mid-2025, […] […]
Continue ReadingIn the ever-evolving landscape of global energy, China\’s role as the world\’s largest oil importer has long been a cornerstone of market dynamics. However, recent projections suggest a significant shift: China\’s oil demand is expected to peak around 2027 and then enter a gradual decline. This development, highlighted in a recent LinkedIn post by energy […]
Continue ReadingDaily Standup Top Stories President Trump Announces Three New Trade Deals July 23, 2025 Clark Savage In a bold move to strengthen America’s economic position and promote fair trade practices, President Donald Trump announced three new trade agreements on July 22, 2025. These deals, involving Indonesia, the Philippines, and Japan, aim […] Brazil Bets Against Net Zero. […]
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