Striking Fast Trade Deals

Daily 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 […]

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Coal\’s Resilient Demand

Daily Standup Top Stories New Natural Gas Pipes and LNG Terminals Shake Up Texas/Louisiana Gulf Coast – RBN Energy April 1, 2025 Clark Savage ENB Pub Note: Excellent Article from RBN Energy – I recommend following them and checking out their articles: In Texas and Louisian Gulf Coast, we need the six new pipelines for LNG […]

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Peak Permian: Timing uncertain

Daily Standup Top Stories Norway’s Oil Fund to Buy Stakes in Offshore Wind for $1.5 Billion March 31, 2025 Clark Savage The world’s biggest sovereign wealth fund, Norway’s $1.8 trillion oil fund, will buy 49% in two offshore wind farm developments of RWE for a total of $1.5 billion (1.4 billion euros), the fund’s manager, Norges […] […]

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Trump Reshapes Renewables

Daily Standup Top Stories EPA Unleashes 31 Actions To Overturn Biden- and Obama-Era Regulations, Boost American Power March 14, 2025 Stu Turley The EPA is reconsidering various regulations on power plants, oil and gas facilities, and coal plants to jumpstart growth and unleash American energy. ​The Environmental Protection Agency (EPA) announced Wednesday that it is introducing […]

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Week Recap: U.S. Shale Steady, Trump’s $500B AI Plan, Tight Gas Markets

Weekly Daily Standup Top Stories U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric January 19, 2025 Clark Savage US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency […] China and India […]

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Shale Capital Discipline

Daily Standup Top Stories U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric January 19, 2025 Clark Savage US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency […] Days before Trump takes […]

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