The recent escalation in the Iran conflict — with strikes on energy infrastructure, threats to shipping, and disruptions around the Strait of Hormuz — has done far more than spike oil prices. It has laid bare the world’s true energy demand and the fragility of global supply chains. As Brent crude surged toward and beyond […]
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You can’t buy this kind of entertainment. When President Trump throws out a mean Truth Social post, he can move the markets, but when an Aircraft Carrier Strike group shows up near Iran and Iraq, the oil traders panic. It is quite possible that the Glut Narative may just roll off into the sunset, as […]
Continue ReadingFor years, Stu Turley has sounded the alarm on the chronic underinvestment in global oil and gas exploration and production (E&P). The writing has been on the wall: without sufficient capital flowing into new discoveries and field developments, it\’s only a matter of time before supply shortages hit hard, driving up prices and threatening energy […]
Continue ReadingOil had a weak and volatile year, while natural gas outperformed on the back of LNG approvals, higher breakevens, and emerging data-center demand. Despite price pressure, U.S. E&Ps outperformed expectations, and production is unlikely to decline unless oil approaches the $50 per barrel threshold. Looking ahead to 2026, U.S. shale operators may expand international exposure […]
Continue ReadingWeekly Daily Standup Top Stories Solar Shares Rise as Trump Hit to Credits Softer Than Feared August 17, 2025 Clark Savage In a surprising turn for the renewable energy sector, solar stocks have surged following the Trump administration’s latest guidance on tax credits for wind and solar projects. Released on August 15, 2025, the new rules […] […]
Continue ReadingDaily Standup Top Stories Energy Transition Stalls as Oil Super-Cycle Risks Return August 19, 2025 Clark Savage ENB Pub Note: This is an outstanding article from Irina Slav at Oilprice.com. She brings up some fantastic points, and for investors looking for returns, there is the precursor of an oil super-cycle looming. Stu […] What Should Investors Look […]
Continue ReadingENB Pub Note: This is an outstanding article from Irina Slav at Oilprice.com. She brings up some fantastic points, and for investors looking for returns, there is the precursor of an oil super-cycle looming. Stu has been a permabull, and this has all the warning signs of what to look for in investing in cycles. […]
Continue ReadingWe are witnessing a total fiscal collapse and deindustrialization in the UK, the EU, and Canada, primarily due to the implementation of Net Zero policies. This and other stories confirm today the path for the countries following Net Zero. In the story TotalEnergies Wins Legal Battle to Shut Down North Sea Oil Fields. we see a […]
Continue ReadingENB Pub Note: Doug Sheridan writes on LinkedIn the following, and he is spot on. And as the subtitle suggests, \”Turley\’s Law\” has been proven accurate in the past, and we will have to look at modifications as the world needs more oil and gas. The overall premise was that the more money spent on […]
Continue ReadingThis was a wild week in the energy space. The geopolitical tensions around the world are driving oil prices to $77, and if Iran\’s oil export capacity is diminished, we may see some short-term spikes to $100. For our oil and gas investors who follow Energy News Beat, this is what Stu has been predicting. […]
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