The United States faces a dire shortage of electrical transformers, the unsung heroes of the power grid that regulate voltage for electricity transmission and distribution. With lead times stretching to four years, prices skyrocketing, and […]
We are tracking trends and changes in grid development and the investment world, and I have several podcast guests lined up to discuss this significant shift in grid management, technology, and investments. One key issue […]
Peter St Onge, Ph.D. is one of my favorite X personalities in the finance world. He just posted a great post, and it prompted me to do a little digging. I have also reached out […]
And in April, their purchases of long-term securities at Treasury auctions increased. By Wolf Richter for WOLF STREET. Buying US Treasury securities was all the rage among foreign investors in March, despite whatever turmoil there was in the […]
Daily Standup Top Stories Aramco plans to join Woodside’s Louisiana LNG project May 14, 2025 Mariel Alumit ENB Pub Note: This is huge. The Woodside Louisiana LNG project has a total permitted export capacity of 27.6 […]
On Tuesday, the US LNG exporter said that its revenue rose 105 percent compared to the same quarter in 2024. Net income for the three months ended March 31, 2025, decreased 39 percent as compared […]
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: This is not good for China, and I applaud President Trump for standing up to China and trying to rightsize the trade imbalance. While James Palmer at the Foreign Policy outlines several […]
California’s SB 222 lets wildfire victims sue oil companies, worsening insurance and consumer costs while ignoring real issues. It’s not exactly unheard of for California’s progressive lawmakers to introduce ideologically driven bills designed to make a […]
QE has produced years of hangover. By Wolf Richter for WOLF STREET. The Fed disclosed two types of losses in its audited annual report today: An operating loss of $77.6 billion for the year 2024, substantially less bad […]
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