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Japan

CCUS

Glenfarne taps Worley for Alaska LNG pipeline gig

May 28, 2025 Mariel Alumit

ENB Pub Note: I have loved all of my trips to Alaska and treasure the memories. I still have many things from my grandfather’s time, including his role as the chief geologist, which led to […]

AI

Week Recap: Is the U.S. Losing Energy Power to Qatar & China?

May 24, 2025 Andy Del Prado

Weekly Daily Standup Top Stories Britain’s Plan to Retrain Oil and Gas Workers for Clean Energy Jobs May 18, 2025 Clark Savage ENB Pub Note: The following is an interesting article from Felicity Bradstock on Oilprice.com. […]

ENB Pub Note

Japan-US Shipbuilding Revitalization Fund under discussion

May 23, 2025 Stu Turley

ENB Pub Note: This is a massive help for the U.S. shipbuilding programs. Japan’s bond market is having some significant problems, and this new shipbuilding project may be great for it. With South Korea and […]

Critical Minerals

Japan’s LNG Surge: Energy Crisis Ahead

May 22, 2025 Andy Del Prado

Daily Standup Top Stories China dominates global trade of battery minerals – What will it take for the U.S. to get on it’s own production supply line? May 21, 2025 Stu Turley ENB Pub Note: The […]

Geopolitical

Japan’s April LNG imports climb

May 21, 2025 Mariel Alumit

The country’s LNG imports rose to 5.37 million tonnes last month compared to 5.28 million tonnes in April 2024. LNG imports also rose compared to 5.15 million tonnes in the prior month. Imports were lower compared to […]

Electrical Generation / Utilities

Trump Revives NY Wind Project

May 21, 2025 Andy Del Prado

Daily Standup Top Stories Saudi Arabia poised to increase summer crude burn for power May 20, 2025 Clark Savage There are several ways to look at Saudi Arabia’s use of crude oil to burn for electrical […]

QatarEnergy
ENB Pub Note

QatarEnergy eyes major LNG trading expansion

May 20, 2025 Mariel Alumit

ENB Pub Note: Below the line is the report from Bloomberg about QatarEnergy and money being left on the table. I added the Qatar LNG export capabilities on the top. Qatar’s LNG Export Capacity and […]

Yen
Finance

Japan’s 30-Year and 40-Year Bonds Crater, Yields Spike, Huge Mess Coming Home to Roost. Yen Carry Trade at Risk

May 20, 2025 Mariel Alumit

The BOJ’s QT, inflation that’s higher than in the US, an atrocious fiscal mess, a devalued yen, it all comes together. By Wolf Richter for WOLF STREET. Japan, which now has substantially more inflation than the US – […]

Shipyards
ENB Pub Note

Shipyard delivery lead times extend towards the end of the decade

May 8, 2025 Stu Turley

ENB Pub Note: This should serve as a wake-up call to how small the United States’ shipbuilding has become.  Shipyards and owners are increasingly willing to wait a long time for newbuilds. New data from […]

No Picture
Big Oil Companies

TotalEnergies targets Mozambique LNG restart by mid-year, CEO says

May 1, 2025 Mariel Alumit

TotalEnergies declared force majeure on the Mozambique LNG project in April 2021 and withdrew all personnel from the site due to new attacks. Mozambique LNG includes the development of offshore gas fields in Mozambique’s Area 1 and […]

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