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Big Oil Companies

The Big Beautiful Gulf 1 (BBG1) Lease Sale Is Expected to Bring in Billions

November 11, 2025 Clark Savage

In a bold move signaling a return to aggressive energy development, the Bureau of Ocean Energy Management (BOEM) has announced the Big Beautiful Gulf 1 (BBG1) lease sale, set for December 10, 2025. This auction, […]

AI

Energy Addition, Not Transition — What It Really Means for Investors

October 30, 2025 Andy Del Prado

In the global energy landscape, the narrative of a swift “transition” away from fossil fuels to renewables has dominated headlines. However, a closer examination of demand trends, investment patterns, and infrastructure realities reveals a different […]

Crude Oil News

Oil Giants Join OPEC in Boosting Production with Earnings Confirmations This Week

October 29, 2025 Clark Savage

In a market grappling with tumbling crude prices and an oversupply of oil, major oil companies are aligning with OPEC’s strategy by ramping up production. This week’s earnings reports from industry heavyweights like ExxonMobil, Chevron, […]

Big Oil Companies

Does OPEC+ Really Have Spare Capacity?

October 9, 2025 Andy Del Prado

Daily Standup Top Stories OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike October 8, 2025 Clark Savage In the volatile world of global energy markets, OPEC+—the alliance of oil-producing nations led by […]

Big Oil Companies

Shell to Take $600 Million Hit from Scrapped Rotterdam Biofuels Project

October 7, 2025 Clark Savage

In a significant setback for its renewable energy ambitions, energy giant Shell has announced it will incur a $600 million financial hit in the third quarter of 2025 due to the cancellation of its biofuels […]

Shell created by Grok on X
Big Oil Companies

Shell’s Q3 Profit Soars on Strong Trading and Production

October 7, 2025 Clark Savage

In a positive signal for investors, energy giant Shell plc has released its third-quarter 2025 trading update, indicating a significant uptick in performance driven by robust trading activities and increased production volumes. The update, released […]

AI

Wall Street Found Big Oil. Who Would Have Thought? – ENB Weekly Recap

October 4, 2025 Andy Del Prado

Weekly 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 […]

AI

What the U.S. Government Shutdown Means for the U.S. Energy Markets

October 2, 2025 Andy Del Prado

Wall 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 […]

AI

Big Oil Is Getting Leaner and Leaner, and AI Is Having an Impact

October 1, 2025 Clark Savage

In 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 […]

Big Oil Companies

Big Oil Has Benefited from the Financial Discipline Imposed by ESG and what this means to investors

September 29, 2025 Clark Savage

In recent years, the environmental, social, and governance (ESG) movement has reshaped the investment landscape for the oil and gas industry. While ESG criteria often cast fossil fuels in a negative light, making them nearly […]

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