Daily Standup Top Stories Critical Minerals are not the problem that China controls. It is the processing of the mineral ore that they control. April 21, 2025 Clark Savage Examining the energy markets today, we must consider the tariff war currently underway between the United States and the rest of the world. Make no mistake, this […]
Continue ReadingENB Pub Note: This article from Rystad Energy is essential as it discusses the oil and gas operators in the MENA region. These points highlight some critical benefits of the trade wars for Saudi Aramco, Iran, and other producers in the area. What this does not cover is the importance that the tariffs are impacting […]
Continue ReadingWeekly Daily Standup Top Stories DAVID BLACKMON: Reconciliation Permitting Reform Will Make America Go Big Again OPINION April 12, 2025 Clark Savage ENB Pub Note: David Blackmon is a great energy expert in the podcasting arena, and it has been great fun getting to know him over the last several years. I highly recommend following him […]
Continue ReadingIn this episode of Energy Newsbeat – Conversations in Energy, host Stuart Turley interviews industry veterans Mark Stansberry, author of American Needs Energy and its Natural Resources, and Steve Reese, a key figure in the LNG and data center sectors. They discuss a wide range of energy issues, including the impact of tariffs on energy prices, […]
Continue ReadingDaily Standup Top Stories The steep learning curve America faces if it wants to return to previous shipyard glory days April 15, 2025 Stu Turley ENB Pub Note: Interesting article from America’s Shipyards. While we retool the 19,000 manufacturing shops that the Democrats and Republicans shipped to China, we should also look at building our commercial […]
Continue ReadingENB Pub Note: While I do believe we may be at peak production in one basin, here is a new quote for you: \”A country\’s energy output is not defined by one basin.\” There are new developments, new technologies, and areas to drill or produce. So the United States has not hit peak production yet, […]
Continue ReadingOslo-listed BW Energy has made a final investment decision for the Golfinho Boost project, aiming to increase incremental oil production from 2027 by 3,000 barrels per day. According to the company, the project will also increase uptime and reduce operating expenses at the Golfinho field offshore Brazil. The project includes multiple measures aimed at boosting […]
Continue ReadingDaily Standup Top Stories Free calculator launched for shipowners to navigate IMO’s new green deal April 15, 2025 Stu Turley ENB Pub Note: While guidance and less pollution is a great thing. The belief that you can tax ship owners into using battery-powered ships just won’t make the energy transition happen. First, we are not […] Lower […]
Continue ReadingUS oil producers are struggling to defend margins at $60 WTI due to additional corporate costs that raise the all-in breakeven price. Trade policies and market volatility are threatening US oil production growth, particularly in the Permian Basin, as companies may need to cut back activity to maintain investor payouts. Increased hurdle rates and debt […]
Continue ReadingENB Pub Note: This article from Robert Rapier is spot on. Low oil prices are not always a good thing. When the price is too low, drilling stops, and then when the price comes back up, drilling begins again. We will see a price spike soon, as we are still short 4 trillion in cap […]
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