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 […]
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 […]
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 […]
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 […]
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 – […]
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 […]
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 […]
Japanese owner Kasuga Kaiun has returned to Chinese builder New Dayang with an order for two more ultramax bulk carrier newbuilds. No price has been revealed for the pair of 64,100 dwt vessels, which takes […]
Daily Standup Top Stories U.S. LNG will be the United States’ largest export product – Secretary Chris Wright On the Crude Truth Substack, Rey Trevino writes: Secretary Chris Wright provided a comprehensive summary of the […]
ENB Pub Note: Why is it important to note that the Japanese shipping firm is increasing the number of tankers and currently has about 30 new tankers on order? One key point President Trump has […]
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