ENB Pub Note: This is an excellent time to talk about the fundamentals of the global oil and gas market. For years, the fundamentals were impacted by imperfect reporting from different sources, sanctions and weaponization […]
Daily Standup Top Stories Data Center Boom Sparks Utility Spending—But How Real Is the Demand? April 9, 2025 Clark Savage ENB Pub Note: AI and data centers will have a profound impact on energy demand. Look […]
Oil prices have crashed to their lowest point since 2021 due to the escalating US-China trade war. Analysts fear the trade war will lead to a global recession, significantly reducing oil demand. The oil price […]
Daily Standup Top Stories Trump to sign executive orders aimed at reviving coal April 8, 2025 Clark Savage President Donald Trump is preparing to sign executive orders Tuesday to bolster the coal industry, including using his […]
Trump’s sweeping tariffs and China’s retaliation triggered a sharp drop in oil prices. The oilfield services sector is particularly vulnerable, facing reduced demand and profit margins due to falling oil prices, higher import costs, and […]
Daily Standup Top Stories Trump Threatens 50% More China Tariffs, Teases Talks With Others April 7, 2025 Clark Savage President Donald Trump threatened to slap additional 50% import taxes on China, while readying negotiations with Japan and Israel, […]
A top executive at Diamondback Energy Inc. called on President Donald Trump’s administration to explain how the global trade war will help shale producers, a rare instance of public pushback from a US oil boss. “This administration better […]
Weekly Daily Standup Top Stories Why the Rubio Ceasefire Plan is DOA Part 8: The BLUF and the Overview of the Next Tranche of Papers March 30, 2025 George McMillian ENB Pub Note: George McMillan, an […]
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 […]
ENB Pub Note: As of recent data, the United States consumes approximately 20 million barrels of oil per day. This figure is based on averages from 2023 and 2024, with the U.S. Energy Information Administration […]
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