A wild ride today with Irina Slav, David Blackmon, Dr. Tammy Nemeth and Stu Turley You don’t want to miss this episode of the Energy Realities podcast with Irina Slav, Dr. Tammy Nemeth, David Blackmon, and Stu Turley as they cover the latest global trends in investments in energy. The IEA has released a report, […]
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In a breaking maritime incident that has sent ripples through global shipping and energy markets, a Panama-flagged vessel was struck by an unknown projectile, triggering a large explosion in the Arabian Gulf. The event occurred just hours after Iran announced it was suspending talks with the US until the IDF withdraws from Lebanon, raising fresh […]
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US refiners are operating plants at elevated run rates, with some delaying scheduled maintenance amid strong refining margins and steady-to-robust fuel demand. According to a Bloomberg report from June 1, 2026, the industry saw one of its lightest maintenance seasons in recent memory, with an average of only 470,000 barrels per day (bpd) of processing […]
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As artificial intelligence, electric vehicles, data centers, renewable energy infrastructure, and grid modernization drive explosive demand for copper, the United States faces a critical minerals supply crunch. Domestic production has stagnated for decades, leaving America heavily reliant on imports from geopolitically risky sources. Enter the Resolution Copper Mine in Arizona—a joint venture between Rio Tinto […]
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On Friday, May 29, 2026, the California Air Resources Board (CARB) approved sweeping updates to the state’s Cap-and-Invest program (formerly Cap-and-Trade), extending California’s signature climate initiative through 2045. State regulators framed the changes as a balanced move to meet aggressive greenhouse gas reduction targets while supporting affordability and preventing industry “leakage”—the exodus of major polluters […]
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ENB Pub Note: Interesting article from Andrew Korybko’s Newsletter on SubStack. China could replace the US’ subsidization of Zambia’s healthcare industry to preempt it from obtaining influence over Zambia’s critical minerals one, but failing to act soon could lead to Zambia capitulating to the US’ demanded quid pro quo, thus threatening China’s access to its and the […]
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In an era of surging global energy demand driven by AI, manufacturing resurgence, and geopolitical realities, Texas stands as the undisputed leader in American energy production, infrastructure, and innovation. The Lone Star State isn’t just keeping pace—it’s defining the future of reliable, affordable, and dominant energy. From record-breaking oil and gas output to a massive […]
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In a stark assessment amid one of the largest oil supply shocks in history, Goldman Sachs has signaled that global energy markets—led by crude oil—are shifting into a demand destruction phase. Even if a near-term peace deal eases the closure of the Strait of Hormuz, severely depleted inventories mean markets will likely require significant demand […]
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ExxonMobil’s massive offshore operations in Guyana are delivering blockbuster returns, even as global oil markets navigate geopolitical turbulence. The U.S. supermajor, operator of the world-renowned Stabroek Block, is riding a wave of record production, ultra-low breakeven costs, and newfound regional stability following Venezuela’s political restructuring. As highlighted in recent market analysis, the consortium’s cost-recovery phase […]
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In a significant victory for American energy production and common sense, a federal judge has rejected California’s latest attempt to shut down Sable Offshore Corp.’s operations, allowing the company to continue moving domestically produced crude oil through its pipeline system. The ruling underscores the ongoing tension between California’s aggressive anti-oil policies under Governor Gavin Newsom […]
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