Daily Standup Top Stories OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike October 8, 2025 Clark Savage In the volatile world of global energy markets, OPEC+—the alliance of oil-producing nations led by Saudi Arabia and Russia—is pushing against its production boundaries. With spare capacity dwindling, the group finds itself in a precarious […] […]
Continue ReadingPodcast with Mike Umbro, and David Blackmon This was a fun podcast featuring Mike Umbro of Californians for Energy and Science, along with David Blackmon of the Energy Impacts podcast. We covered some critical points about the total failure of Gavin Newsom’s war on oil and gas, and you have to ask the real question. Did Gavin Newsom […]
Continue ReadingIn a significant development for the global energy sector, ExxonMobil is reportedly in advanced talks to re-enter Iraq\’s oil industry after a nearly two-year absence. The U.S. energy giant is eyeing the massive Majnoon oil field in southern Iraq as its primary target for exploration and development. This move could signal renewed confidence in Iraq\’s […]
Continue ReadingENB Pub Note: This article from Irina Slav on Oilprice.com is excellent, and we will cover this on our daily standup podcast. OPEC+ has agreed to modest monthly production boosts, keeping oil prices range-bound around $65 per barrel, which benefits consumer countries like the US but creates challenges for producer nations. Saudi Arabia\’s strategy of […]
Continue ReadingWeekly Daily Standup Top Stories Dallas Fed Survey Reveals Unrest in America’s Shale Patch September 27, 2025 Clark Savage ENB Pub Note: This article is from David Blackmon’s Substack, and we recommend subscribing. This brings up a huge discrepancy between “Drill Baby Drill” and what is actually happening in the oil and gas industry […] U.S. Shale […]
Continue ReadingKey topics: Russia/Ukraine Geopolitical influences, California Refinery, and National Security This was a fantastic discussion with Josh Young and David Blackmon covering the global oil and gas markets. We had over 2,000 live viewers and received great questions. We highly recommend subscribing to Josh at Bision Insights. As well as David and our podcasts. The podcast will be available […]
Continue ReadingWall Street rediscovers that oil and gas are a much better market than renewables. The world is short Trillions of dollars of investments just to meet decline curves, and the oil and gas companies in the U.S. have been giving shareholder returns thanks to the Governance portion of ESG. This return to investment from Wall […]
Continue ReadingIn a rapidly evolving energy landscape, major oil companies are shedding weight to stay competitive amid fluctuating crude prices, mergers and acquisitions, and technological disruptions. As highlighted in a recent Wall Street Journal piece, giants like ExxonMobil are leading the charge with significant workforce reductions—Exxon alone is cutting 2,000 jobs globally, about 3% of its […]
Continue ReadingDaily Standup Top Stories Why Advertisers Are Returning to Big Oil Despite Net-Zero Pledges September 27, 2025 Clark Savage ENB Pub Note: This is an excellent article from Irina Slav on Oilprice.com. While the title says advertisers are returning to big oil, I would add investors to the list. I have written several articles […] Chinese Lithium […]
Continue ReadingENB Pub Note: This article is from David Blackmon\’s Substack, and we recommend subscribing. This brings up a huge discrepancy between \”Drill Baby Drill\” and what is actually happening in the oil and gas industry in the U.S. I am scheduling Josh Young from Bison Interests to discuss the current oil and gas market on […]
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