China is once again withholding refined products from the global market, layering fresh stress onto an already strained diesel complex. On October 1, 2026, trade sources reported that Chinese refiners have suspended oil-product exports for October to destinations other than Hong Kong and Macau, pending new guidance from Beijing. State-owned major PetroChina has canceled planned […]
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Order a heavy-duty gas turbine from GE Vernova today, and it will not arrive until 2031. That production reality, confirmed on the company’s July 22, 2026, earnings call, sits beneath nearly every ambitious AI data-center power plan announced in recent years. GE Vernova closed the second quarter with a combined gas-power equipment backlog and slot-reservation […]
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The era of ultra-cheap U.S. natural gas appears to be ending. A combination of explosive demand growth from LNG exports and AI-driven data centers, paired with maturing supply dynamics, is poised to push Henry Hub prices higher while potentially flattening the traditional seasonal price swings that have defined the market for decades. Traditional Seasonality Under […]
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This risks a tight winter as the injection season winds down, with inventories projected to be just 76% full by late October. According to a Financial Times report citing industry analysis (primarily Wood Mackenzie), Europe faces the prospect of entering the 2026/27 heating season with its lowest natural gas storage levels in at least 15 years. […]
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The U.S. residential solar sector, once hailed as a booming green-energy success story fueled by generous federal tax credits, is now in free fall. Following the passage of the One Big Beautiful Bill Act (OBBBA) signed by President Donald Trump in July 2025—which accelerated the elimination of key subsidies, including the 30% residential Investment Tax […]
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The U.S. shale revolution didn’t just transform American energy—it created a blueprint the rest of the world now wants to copy. After two decades of explosive growth that made the United States the world’s top oil and gas producer, the playbook of horizontal drilling, multi-stage fracking, and relentless cost-cutting is crossing borders. Energy security, once […]
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 ReadingDaily Standup Top Stories How Conflict in the Middle East Could Send Oil Prices Soaring August 5, 2024 Mariel Alumit Rising tensions between Israel and Iran are threatening to disrupt oil supply chains and could send oil prices soaring. The World Bank has already outlined just how high oil prices could go if Iran and […] Israel, […]
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Daily Standup Weekly Top Stories 2023 – The Year The Renewables Bubble Burst January 20, 2024 Stu Turley In 2023. clean energy witnessed one of the toughest years in its short history. Supply chain issues, the energy crisis post Russia’s invasion of Ukraine and the ensuing ramp of interest rates and inflation hit […] Egypt’s Gas and […]
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