West Texas Intermediate (WTI) crude oil is trading around $75 per barrel today, with Brent near $78. Following the U.S.-Iran ceasefire agreement and the reopening of the Strait of Hormuz, headline prices have eased significantly from the peaks above $120 seen during the conflict. Yet a growing disconnect exists between these paper/futures prices and the […]
Continue ReadingWeekly Daily Standup Top Stories Dallas Fed Survey Reveals Unrest in America’s Shale Patch September 27, 2025 Clark Savage ENB Pub Note: This article is from David Blackmon’s Substack, and we recommend subscribing. This brings up a huge discrepancy between “Drill Baby Drill” and what is actually happening in the oil and gas industry […] U.S. Shale […]
Continue ReadingWall Street rediscovers that oil and gas are a much better market than renewables. The world is short Trillions of dollars of investments just to meet decline curves, and the oil and gas companies in the U.S. have been giving shareholder returns thanks to the Governance portion of ESG. This return to investment from Wall […]
Continue ReadingIn a rapidly evolving energy landscape, major oil companies are shedding weight to stay competitive amid fluctuating crude prices, mergers and acquisitions, and technological disruptions. As highlighted in a recent Wall Street Journal piece, giants like ExxonMobil are leading the charge with significant workforce reductions—Exxon alone is cutting 2,000 jobs globally, about 3% of its […]
Continue ReadingDaily Standup Top Stories Natural Gas Has Achieved Dominance and Is No Longer a Bridge Fuel July 20, 2025 Clark Savage In the evolving global energy landscape, natural gas has undergone a profound transformation. Once positioned as a mere “bridge fuel” to facilitate the shift from coal to renewables, it is now recognized as a cornerstone […] […]
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