America\’s Grid Is Near Its Breaking Point — and Why That\’s Great for Investors

Daily Standup Top Stories America’s Grid is Nearing Its Breaking Point September 14, 2025 Clark Savage The United States’ power grid, once a marvel of 20th-century engineering, is now teetering on the edge of collapse. As demand surges from emerging technologies like artificial intelligence, data centers, and electric vehicles, an aging […] $14 Trillion Stock Rally Expects […]

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OPEC Plus Add It Again – ENB Weekly Recap

Weekly Daily Standup Top Stories Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility September 5, 2025 Clark Savage In a significant step toward advancing the U.S. nuclear energy sector, Oklo Inc. (NYSE: OKLO) has announced the commencement of the first phase of construction for a cutting-edge nuclear fuel recycling facility in Oak Ridge, […] Treasury […]

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Why Valero Said No Is Good for California

Daily Standup Top Stories California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown September 10, 2025 Clark Savage In a dramatic turnaround amid California’s escalating energy crunch, state legislators are reportedly negotiating to hand over hundreds of millions of dollars to Valero Energy Corp. to prevent the shutdown of its […]

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The glut games – Irina Slav

ENB Pub Note: This article from Irina Slav\’s Substack is on point on the oil glut in the news. We recommend following her on her Substack. As we say in Texas, the math ain\’t mathing. First, looking at OPEC+\’s additional increases, if they can actually produce them as well as the simple fact we are […]

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Powering the AI Boom: Grid Challenges & Energy Innovation

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Bill Mazzetti of Rosendin to break down the explosive growth of AI-driven data centers, behind-the-meter power strategies, and the future of energy infrastructure in the U.S. From Abilene’s gas-turbine projects to modular nuclear, battery mandates, and California’s near-blackout save, this […]

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