Shale Capital Discipline

Daily Standup Top Stories U.S. Shale’s Capital Discipline Outweighs Trump’s Pro-Growth Rhetoric January 19, 2025 Clark Savage US shale producers are focused on capital discipline and shareholder returns, limiting the impact of Trump’s pro-oil policies. Increased Permian rig activity is unlikely to significantly boost oil production due to inventory depletion and efficiency […] Days before Trump takes […]

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The Renewable Energy Reckoning: Challenges, Failures, and 2025 Policy Shifts

In the Energy News Beat – Conversation in Energy with Stuart Turley talks with Steve Goreham about the key energy challenges for 2025, including rising electricity demand driven by AI, EV slowdowns, and grid capacity struggles, alongside potential policy shifts under the Trump administration. It critiques the environmental and economic viability of renewables like wind, […]

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EU-China Tensions

Daily Standup Top Stories Germany on course for longest post-war recession – data January 15, 2025 Mariel Alumit GDP contracted by 0.2% in 2024 due to soaring energy costs and weak exports, official figures show The German economy contracted for a second straight year in 2024 for the first time in more than […] The EU’s Trump-China […]

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Reliable Power Fuels Growth

Daily Standup Top Stories Rethinking the global electricity debate: Why reliable power matters for economic growth January 14, 2025 Clark Savage Developing and industrialising regions and economies require reliable and low-cost electricity from dependable sources. Global economic growth is increasing the demand for efficient cost-effective supply chain for the fuels, thousands of products, and for electricity […] […]

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US Sanctions Target Russia

Daily Standup Top Stories Ukraine tried to sabotage Russian gas supply to Türkiye – Moscow January 13, 2025 Mariel Alumit   A drone attack has been thwarted at a key compressor station, the Defense Ministry has said Ukraine has launched an unsuccessful drone attack on Russian energy infrastructure which delivers natural gas to Türkiye , […] Tougher […]

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Russian Economy vs. Sanctions

Daily Standup Top Stories What do oil and gas exports mean to the Russian economy? How will the new Biden Sanctions play with President Trump’s negotiations? January 12, 2025 Clark Savage ENB Pub Note: The following article is an excellent summary from Alexandra Prokopenko and Alexander Kolyandr about what the oil and gas exports mean to […]

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Energy Security Under Fire: Biden\’s Regulatory Impact

In this joint podcast, Stuart Turley and David Blackmon provide an in-depth analysis of U.S. energy policies under the Biden administration, focusing on offshore drilling bans, regulatory challenges, and their implications for long-term energy security. The discussion addresses critical topics such as the energy transition, the reliance on foreign supply chains for essential minerals, and […]

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EU on Trump-Greenland

Daily Standup Top Stories Chevron Targets $6-8 bln In Free Cash Flow Growth By 2026 January 8, 2025 Clark Savage Chevron Corp.(NYSE:CVX) is well positioned to grow its free cash flow by $6 billion to $8 billion by next year, and lower expenses by “a couple billion dollars,” Chevron CEO Michael Wirth announced on Wednesday. America’s second […] Salt […]

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