ENB Pub Note: I have included a summary of the earnings report for Venture Global. Investing in LNG is a good long-term play, and there are good long-term contracts that have been signed in the […]
ENB Pub Note: Until the EU sanctions Chinese or Indian refineries, Russian oil will still reach its biggest buyers. I have included a summary of the sanctions, and Russia has had a 4.2% GDP growth […]
ENB Pub Note: The second-tier sanctions against the Chinese refineries may be the most effective. I included a summary on top, with the newest announcement on the bottom. The Trump administration imposed extensive sanctions on […]
ENB Pub Note: This announcement of the ADES multi-year extension for a jackup rig raises a bigger question about the Qatar oil reserves and how much they produce. With the great Middle East Trip President […]
ENB Pub Note: An interesting “Peak Coal” view has been reached, and you may take a moment to celebrate, until you look at the number of new coal plants going up around the world. You […]
All of the majors reported lower earnings for the first quarter. Already, some energy companies active in the shale patch are cutting their drilling budgets for the year. Oilfield services providers are bracing for impact […]
ENB Pub Note: I added overall market context on the bio-LNG markets Bio-LNG (liquefied biomethane) is a renewable fuel derived from organic waste, such as agricultural residues, household waste, and industrial byproducts. Its production and […]
ENB Pub Note: I added the Sempra LNG natural gas sources. Understanding what fields they can use for exports is essential. Sempra operates multiple LNG facilities, including Cameron LNG in Louisiana, Port Arthur LNG in […]
Russia is stepping up the development and renewal of its fleet with plans to add more than 1,600 domestically built ships by 2036. Russian prime minister Mikhail Mishustin said that more than RUB500bn ($6.2bn) in […]
Norwegian energy giant Equinor is considering terminating its 810MW Empire Wind wind farm off Long Island due to the Trump administration putting a halt to the construction of the project. Interior secretary Doug Burgum directed […]
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