Earlier this week, I published an article titled “What does the OPEC+ increase of 411,000 mean to the United States?” I was asked about Saudi Arabia\’s increase in the Asia market and how it would impact the United States. Those two points are broken out into sections below. They seem to be trying to make too […]
Continue ReadingENB Pub Note: If you have heard the Energy News Beat Podcast, you have heard me say that ESG Investing has impacted American oil and gas companies and their commitment to their investors and stakeholders. I would say that goes for the public and private companies. For the public companies, it is easy to look […]
Continue ReadingWhile examining the headlines of other publications, it is interesting to consider the potential impact of the 1-2 million barrels per day returning to the market after the sanction removal. I have a different perspective on the topic. Subscribers to the Energy News Beat Substack or podcast have likely heard me say that OPEC+ has […]
Continue ReadingDaily Standup Top Stories Critical Minerals are not the problem that China controls. It is the processing of the mineral ore that they control. April 21, 2025 Clark Savage Examining the energy markets today, we must consider the tariff war currently underway between the United States and the rest of the world. Make no mistake, this […]
Continue ReadingThe oil dispute between Baghdad and the Kurdistan Region of Iraq (KRI) is fundamentally about sovereignty, not oil. Iraq’s Federal Supreme Court and the proposed Unified Oil Law have cemented Baghdad’s control over oil revenues, ending the KRI’s ability to export independently. Turkey’s new pipeline plans, bypassing Kurdistan, aligned with China’s Belt and Road Initiative, […]
Continue ReadingDaily Standup Top Stories The steep learning curve America faces if it wants to return to previous shipyard glory days April 15, 2025 Stu Turley ENB Pub Note: Interesting article from America’s Shipyards. While we retool the 19,000 manufacturing shops that the Democrats and Republicans shipped to China, we should also look at building our commercial […]
Continue ReadingENB Pub Note: Excellent article from Tsvetana Paraskova for Oilprice.com. This brings up a talking point that I have been tracking. When the U.S. or other countries need extra money, they just print it, and when countries in OPEC+ that do not have access to print additional revenue, they just drill for oil and gas. […]
Continue ReadingDaily Standup Top Stories U.N. Maritime Agency Slaps First-Ever Emissions Tax On Shipping In Latest Money Grab April 14, 2025 Mariel Alumit The International Maritime Organization approved the first global shipping carbon tax, drawing backlash from shippers, oil states, and Trump officials. The UN’s International Maritime Organization (IMO) held a meeting in London on Friday at […]
Continue ReadingENB Pub Note: How this plays into the OPEC and OPEC+ production quotas has yet to be announced. We know that Saudi Arabia needs the 80 dollar range of oil for its fiscal budgets for its social programs, so we may see some production activity announced in the next meeting. The problems with the OPEC […]
Continue ReadingWeekly Daily Standup Top Stories Trump Tariffs Threaten UK Economic Stability April 6, 2025 Clark Savage Donald Trump’s imposition of new tariffs has triggered fears of a global trade war, with the UK facing a 10% tariff on all goods and potential economic stagnation. Economists and analysts are divided on the […] Trump Threatens 50% More China […]
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