Daily Standup Top Stories Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets? September 23, 2025 Clark Savage In a stark admission during a September 2025 press conference, China’s Finance Minister revealed that “every penny we spend is borrowed,” highlighting the precarious state of the nation’s finances. This confession has […]
Continue ReadingENB Pub Note: As I wrote the other day, \”Where\’s the Glut like the old commercial Where\’s the Beef\”, Irina Slav from Oilprice.com brings up some supporting points. And referring to China, that is the wild card. I wrote: Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets?\” j […]
Continue ReadingIn a bold move that sent shockwaves through global energy markets, U.S. President Donald Trump urged European nations to immediately halt all purchases of Russian energy, including oil and natural gas. This call, renewed amid ongoing geopolitical tensions over Russia\’s war in Ukraine, coincided with a rally in oil prices on Tuesday, with ICE Brent […]
Continue ReadingUnder the Labour government, North Sea operations face a barrage of measures that critics argue are deliberately stifling investment and production. A 78% tax rate on offshore profits, including a prolonged windfall tax introduced in 2022, has shattered investor confidence and led to slashed capital expenditures. Operators have cut UK investments, with production projected to […]
Continue ReadingCalifornia lawmakers just passed legislation to support the oil and gas industry in an attempt to lower costs for consumers. Below, a business professor says the package is overdue but also a piecemeal approach for such a critical problem. The opposing view: an environmental scholar argues that making it easier to drill oil won’t lower gas […]
Continue ReadingWeekly 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 […]
Continue ReadingIn the ever-evolving landscape of global energy, the narrative of an impending \”peak\” in fossil fuel demand has long been a cornerstone of climate policy and investment strategies. Proponents argued that as renewables like wind and solar scale up, oil, gas, and coal consumption would inevitably plateau and decline within the decade. However, recent projections […]
Continue ReadingDaily 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 […]
Continue ReadingJapan, the world\’s fourth-largest economy as of mid-2025, is grappling with a confluence of economic pressures that threaten its stability and energy security. From sluggish growth and surging bond yields to demographic decline and political upheaval, these challenges are amplifying the nation\’s heavy reliance on imported energy. As a net importer of over 90% of […]
Continue ReadingWeekly Daily Standup Top Stories What Does Powell’s Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors? August 23, 2025 Clark Savage Federal Reserve Chair Jerome Powell’s annual address at the Jackson Hole Economic Symposium is always a pivotal moment for global markets, and his 2025 speech, delivered on August 22, was […]
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